潮新闻客户端 记者 詹慧雯 9月5日，中国海外发展有限公司披露了一则交易信息。 中国海外发展（00688.HK）旗下中海企业发展集团有限公司与上海虹润置业、杭州旅投房地产公司，联合竞得上海新东安企业发展有限公司90%股权及相 关债权、上海新百安经济发展有限公司90%股权。 公开资料显示，上海虹润由招商蛇口全资拥有，杭州旅投由中国旅游集团间接全资拥有。 这意味着，由中海地产、招商蛇口、中旅投资联合组成的开发主体，拿下了全国总价地王"徐汇东安新村旧改项目"中两宗地块的操盘权。 徐汇区C030301单元127b-24地块、徐汇区C030301单元125-31地块，位于上海地铁4、7号线换乘东安路站地铁口，今年5月由上海新百安经济发展有限公司、 上海新东安企业发展有限公司以协议出让方式竞得，总可建53.4万㎡，总成交金额高达439.53亿元。 这两宗地块439.53亿元的成交价，已经创下了全国涉宅地出让总价金额新高。 此前，全国总价地王纪录的保持者为香港置地于2020年竞得的徐汇滨江商住地（西岸金融城），成交总价310.5亿元。 地块实景图 披露信息显示，中海地产、招商蛇口以及中旅集团联合体分别以总价130.82亿元 ...

Core Viewpoint - The newly emerged "national total price king" land parcel in Xuhui District, priced at 52.3 billion yuan, has set a record for land transactions in mainland China, surpassing previous records held by Hong Kong developers [1][13]. Summary by Sections Land Parcel Overview - The land parcel consists of three sub-parcels and is located in the core area of Xuhui, close to the East An Road subway station and major institutions like Fudan University Affiliated Tumor Hospital [6][8]. - The total area of the land is approximately 160,000 square meters, with a total construction area of 600,000 square meters, including 420,000 square meters designated for residential use [8][12]. Historical Context - The land's history dates back to the 1950s when it was developed as worker housing, and it underwent the largest single land acquisition in Shanghai's history in 2024, involving over 6,000 households [10][12]. Pricing and Market Impact - The total selling price of the three parcels reached 52.3 billion yuan, breaking the previous record of 31.05 billion yuan set by Hong Kong Land in 2020 [13]. - The floor prices for the residential parcels are 124,100 yuan and 126,000 yuan per square meter, which are competitive compared to recent market prices, indicating potential for high future valuations [8][12]. Future Development - The final developer for the land is yet to be determined, with speculation that it may involve a collaborative development model due to the project's scale [15]. - Major real estate companies, including state-owned enterprises, are expected to be in contention for the development rights, with a decision anticipated by the end of July 2025 [15].

Core Insights - The newly emerged "national total price king" land in Xuhui District, Shanghai, has a total price of 52.3 billion yuan, breaking previous records for land transactions in mainland China and Hong Kong [1][10][12] - The land, which spans 600,000 square meters, is expected to significantly alter the high-end residential market landscape in Shanghai [1][8] - The final developer for this land is still undecided, with major real estate companies preparing for a competitive bidding process [1][12][13] Summary by Sections Land Details - The land consists of three parcels, with a total area of 600,000 square meters, including 420,000 square meters designated for residential use [1][8] - The land is strategically located near key amenities, including the East An Road subway station and major institutions like Fudan University [5][8] Historical Context - The land's previous use was as worker housing built in the 1950s, and it underwent the largest single land expropriation in Shanghai's history, achieving a 99.95% agreement rate in just five days [9][10] - The three parcels were sold for a total of 52.3 billion yuan, surpassing the previous record of 31.05 billion yuan set by Hong Kong Land in 2020 [10][11] Market Implications - The average floor price for the residential parcels is approximately 12.5 million yuan per square meter, which is competitive compared to recent launches in the area [8][10] - If the pricing trends of nearby projects like Greentown Chaoming Dongfang and Nengjian Xihai Yufu are considered, the residential portion of the "national total price king" could yield a market value of 60 to 70 billion yuan [8][9] Developer Competition - The ownership of the land is currently held by three companies backed by Shanghai state-owned enterprises, but the final developer is yet to be determined [11][12] - Major real estate firms, including state-owned enterprises, are speculated to be potential bidders, with a collaborative development model likely due to the project's scale [12][13]