Core Viewpoint - Hainan's Lingshui County has become the first city to announce its 2026 state-owned land supply plan, indicating a shift in land supply dynamics in the region [2] Land Supply Plan Summary - In 2026, Lingshui plans to supply 49 plots of state-owned land, totaling approximately 146.63 hectares (about 2,199.48 acres), which is an increase of 9 plots compared to 2025, but the total area has decreased by approximately 452.65 acres, a reduction of about 17.1% [2][3] - The breakdown of land use includes: - Residential land: 48.92 hectares (about 733.79 acres) - Public management and service land: 241.05 acres - Industrial and storage land: 653.48 acres - Transportation land: 379.64 acres - Commercial service land: 108.52 acres - Public facilities land: 66.44 acres - Green space and open space: 6.17 acres - Special land: 10.38 acres [2][3] Residential Land Supply Insights - The residential land supply for 2026 mainly consists of two categories: market-oriented commodity housing (385.62 acres) and land for urban renewal projects (348.16 acres), with no plans for affordable housing land for the third consecutive year [4][11] - The residential land is concentrated in popular areas of Lingshui's real estate market, including: - Yelin Town: 6 plots, approximately 348.17 acres - Li'an Town: 4 plots, approximately 287.31 acres - Guangpo Town: 2 plots, approximately 49 acres - Yingzhou Town: 1 plot, approximately 49.31 acres [4][6] Market Demand and Sales Performance - Lingshui's real estate market has shown strong demand, with housing sales area increasing for six consecutive years, breaking the trend of the national real estate market adjustment [6][7] - In 2025, the housing sales area in Lingshui grew by approximately 30% year-on-year, reaching over 90,000 square meters, marking a significant recovery in the local market [7][11] - Major real estate companies, including Country Garden and Lingshui Development Group, have established key projects in Lingshui, contributing to the market's stability and growth [7][8] Future Outlook - Despite the lack of affordable housing land supply, there are sufficient ongoing and planned affordable housing projects, which are expected to support the market [11] - The acceleration of residential land supply is anticipated to lead to the introduction of high-quality projects in the coming years, potentially setting new benchmarks in the Lingshui market [11]

最近，长沙楼市迎来一则重磅消息：长沙市资规局发布了长沙市本级（六区）2025年度国有建设用地供 应计划，咱们买房人可得重点关注！ 这次计划明确，2025年长沙新增建设用地将控制在1432.65公顷以内。重点来了，南部融城片区、大泽 湖片区、黑石铺片区等，都是今年开发建设的"主角"。 住宅用地供应方面，全年总量407.43公顷。而且，供地时间安排得明明白白，2月、5月、8月、11月分4 次公布清单，每次供地还讲究"肥瘦搭配"，就是为了稳定市场，避免好地块扎堆入市。 这里要给大家划重点，计划还指出了"有四个严禁"：严禁违规向个人出让住宅用地，严禁开发建设别 墅；严禁平台公司"托底拿地"虚增财政收入；还严禁污染地块用于"一住两公"项目。这波操作，就是要 给咱们购房者吃下"定心丸"！ 整体来看，这次供地计划有三大变化：总量控制更严，体现"以人定房"；供应节奏更稳，市场预期更明 确；监管红线更紧，土地市场更规范。 对咱们买房人来说，这些重点片区的开发可是重大利好！尤其是南部融城片区，结合湖南承办2029年全 运会的消息，未来地铁、学校、医院等配套都会逐步落地，奥体中心周边地块肯定会成为开发商的"必 争之地"，房价走势值 ...

Group 1: Report Investment Rating - No information provided Group 2: Core View - The current market has basically priced in the negative impact of overseas tariff policies and the positive impact of domestic policies, and the impact of tariff policies on the A-share market has diminished. With a relatively quiet news background, the trading volume of the two markets has continued to shrink, approaching 1 trillion yuan. Today, the large-cap stock index was relatively resilient, and the dividend index led the gains. Market sentiment was cautious. The historical quantiles of the volume-weighted average basis of IF, IC, and IM were all below 5%, at historical lows. The market is waiting for a new round of drivers, and it is expected to mainly fluctuate within a range [6] Group 3: Market Review - Today, the stock index showed mixed performance, with the large-cap index closing higher and the small and medium-cap index closing lower. In terms of capital flow, the trading volume of the two markets decreased by 20.028 billion yuan. In the futures index market, IF and IC declined with increasing volume, IH rose with decreasing volume, and IM declined with decreasing volume [4] Group 4: Important Information - US Treasury bonds were sold off, and the US dollar index declined, which was interpreted by the market as a significant decline in global investors' confidence in US dollar assets. US Treasury Secretary Bezant tried to downplay the impact of the recent heavy selling of US Treasury bonds, refuting the market speculation that foreign investment institutions had significantly sold off US Treasury bonds, and stating that the US Treasury Department has a "policy toolbox" to deal with abnormal turbulence and market imbalances in the Treasury bond market, including increasing the Treasury Department's repurchase of Treasury bond assets [5] - Major cities have successively released their 2025 land supply plans or annual housing development plans. Under the policy orientation of strictly controlling new supply, the supply of residential land in most cities has significantly decreased this year [5] Group 5: Strategy Recommendation - Hold positions and wait and see [7] Group 6: Futures Index Market Observation - The intraday percentage changes of the main contracts of IF, IH, IC, and IM were -0.12%, 0.08%, -0.09%, and -0.22% respectively [7] - The trading volumes of IF, IH, IC, and IM were 93,397, 45,782, 92,479, and 225,722 respectively [7] - The trading volume changes of IF, IH, IC, and IM were 0.0759, -0.2514, 0.6933, and -0.8173 respectively [7] - The open interest of IF, IH, IC, and IM were 266,683, 93,043, 213,688, and 332,317 respectively [7] - The open interest changes of IF, IH, IC, and IM were 3,409, -456, 2,548, and -1,397 respectively [7] Group 7: Spot Market Observation - The percentage change of the Shanghai Composite Index was 0.15% [8] - The percentage change of the Shenzhen Component Index was -0.27% [8] - The ratio of rising stocks to falling stocks was 0.86 [8] - The trading volume of the two markets was 107.7194 billion yuan, with a decrease of 20.028 billion yuan compared to the previous period [8]

【3】三亚启动配售型保障性住房需求摸底工作 4月1日，三亚市住房和城乡建设局发布公告，宣布启动配售型保障性住房需求摸底工作。据悉，此次摸 底工作将从2025年3月31日持续至4月11日。摸底对象需满足以下条件，包括具有三亚市户籍，家庭年收 入低于4.34万元/年；在本市累计缴纳96个月及以上社会保险；在本省城镇无住房或无购房记录；未购 买过政策性住房；符合本省、市房地产调控政策。 【1】济南购买现房最高贷款额提高10% 4月1日，济南住房公积金中心发布关于调整优化部分住房公积金贷款政策的通知，其中提到，提高购买 现房住房公积金贷款最高额度。支持现房销售，职工家庭购买现房（即取得商品房现售备案证明的新建 商品房）申请住房公积金贷款的，最高额度在现行最高额度基础上上浮10%，即一人缴存住房公积金的 职工家庭最高贷款额度66万元，两人及以上缴存住房公积金的职工家庭最高贷款额度110万元。 【2】三亚2025年拟供地超705公顷 4月1日，三亚市自然资源和规划局官网发布《三亚市2025年度土地供应计划》显示，本年度该市拟供应 土地130宗、面积705.78公顷（合计10586.7亩）。其中居住用地131.38公顷（合 ...