Core Viewpoint - Recent actions by local state-owned asset platforms to sell properties have garnered significant attention in the industry, although such asset disposal is not new. The impact of these sales on the overall real estate market is considered limited, and there is no expectation of substantial discounts upon listing [1][4]. Group 1: Recent Sales Activities - Multiple local state-owned platforms have recently listed properties for sale, including residential units, commercial spaces, and parking spots. Notably, the city of Xichang in Sichuan has auctioned 144 state-owned housing units in three packages, with prices ranging from 3,017 yuan to 5,799 yuan per square meter [2][3]. - In Fuzhou, 51 market-oriented residential units were listed for auction, with total prices ranging from 447,000 to 1,536,000 yuan, averaging 11,000 yuan per square meter [2]. - Guizhou Dachen Construction Development Co., Ltd. has also listed properties in multiple cities, with prices between 220,000 and 730,000 yuan, most of which are currently idle [2][3]. Group 2: Reasons Behind Asset Sales - The surge in state-owned asset sales is attributed to several factors, including asset optimization strategies, financial pressures, and policy-driven asset activation initiatives. State-owned enterprises face pressures to maintain asset value and meet profit tax obligations, especially in light of stricter assessments on tax contributions [3][6]. - The 2022 State Council document emphasized the need for flexible methods to effectively activate various types of existing assets, which has influenced the current trend of asset sales [3]. Group 3: Market Impact Analysis - The impact of state-owned property sales on the overall market is expected to be minimal, as individual cases are relatively small in scale. However, the increase in supply from various entities, including state-owned enterprises, may lead to some market disturbances [4][6]. - The auction process for state-owned properties is structured to ensure fairness and asset value preservation, with initial listing prices set according to appraisals. Discounts may only occur in subsequent auction rounds if there are no bidders [5][6]. - The current real estate market is under downward pressure, and the influx of state-owned properties may contribute to ongoing adjustments in supply and demand dynamics, although it is unlikely to disrupt the overall stability of the market [6].

近期，陆续有地方国资平台挂牌出售房产，这一资产处置行为本身并不算新鲜，却在业内引发了广泛关 注。 11月14日，贵州大诚建筑发展有限责任公司挂牌转让位于重庆、江门、安顺等11处房产。11月6日，四 川西昌市委托拍卖公司一次性挂出144套国有产权住房；11月5日，福州市公共资源交易网发布公告，定 于11月21日公开拍卖福州长乐区51套市场化商品房。更早之前，北京、山东烟台、淄博等地均出现过地 方国企挂牌出售房产的情况。 多地国资密集挂牌出售房产 国资挂牌的房产是否有捡漏机会？央国企集中挂牌房产对市场又有何影响？ 11月17日晚间，广东省城乡规划院住房政策研究中心首席研究员李宇嘉向《每日经济新闻》记者指出， 国企挂牌出售房产虽会增加市场供给，但对整体楼市格局影响有限，且不存在"一上平台就打折出售"的 情况。 "国资企业，不管是城投平台等功能性国企，还是国有竞争性企业，都有业绩的考虑，一是资产保值增 值的压力，二是利润税费上缴的压力。对于上市类国企，更是要对股东负责，对估值负责。此外，过 去，不动产价值持续上涨，靠抵押就能获得现金流，但现在各地对国企利税上缴考核更严了，资源支持 减少了，同时要求国企要承担一些稳增长 ...