具体来看，拱墅区石桥单元地块确实具备诸多优势。高院生分析认为，该地块容积率1.9，临近地铁3号 线华丰路站，周边生活配套成熟，区位优于周边近期地块（如西房地块）。高溢价体现开发商对区域潜 力的认可，容积率优势支持产品差异化，但需关注周边竞品去化压力。 7月杭州土地竞拍在分化中收官。据中指研究院最新统计数据，7月29日，杭州迎来3宗涉宅用地出让， 起始总价46.096亿元。最终2宗地块溢价成交、1宗地块底价成交，总成交价约50.346亿元。 回顾整个7月，杭州土地市场共组织了4场土地出让，成交8宗优质地块，累计成交金额突破百亿大关， 达到102亿元。中指研究院华东大区常务副总高院生分析指出："杭州土地市场分化延续，核心区优质地 块仍受追捧，非核心区持续低溢价成交。" 三宗地块各具特色，市场表现分化明显 纵观7月29日成交的这3宗地块，分别位于西湖区、拱墅区、临平区，土地出让面积177846.2平方米，规 划建筑面积343662.6平方米，呈现出明显的差异化特征。 其中，拱墅区石桥单元GS130201-56地块表现最为抢眼。该地块规划建筑面积97477.6平方米，容积率 1.9，起始价14.93亿元，起始楼面价1 ...

对于此次土拍以"底价"成交，中指研究院认为，近期深圳土拍呈现"超级核心高热、次级核心遇冷"特 征，同期出让的前海地块溢价率达到86%，头部房企虽参与前海地块竞拍，但对非超级核心地块普遍采 取谨慎策略，这种分化源于资源向"超级核心"集中，导致开发商资金分流。 作为房地产市场的关键上游，土地市场的供应规模、成交价格以及政策调控走向均对市场产生深远影 响。与北上广等其他一线城市相比，深圳上半年宅地出让数量相对较少，但近期出让数量已经显著回 升。业内人士普遍认为，这一变化是深圳积极应对市场下行压力，主动调整土地供应策略的有力举措。 底价成交。 7月30日，深圳龙华区A815-0036地块完成竞拍，该地块作为龙华核心区稀缺的低密住宅用地，兼具区 位、配套及政策优势，最终由深业集团以19.06亿元的底价成交，折合楼面价约每平方米28050元。 根据规划，该宗地面积约21920.84平方米，规定容积率≤3.1，建筑面积约67950平方米，其中包括住宅 60390平方米。 就在7月14日，招商蛇口（001979）以21.55亿元的价格斩获深圳前海桂湾片区一宗宅地，成交楼面价约 每平方米8.4万元，溢价率高达86%。在业内人士 ...

Core Viewpoint - The land auction in Hangzhou and Yongkang on July 29 showed intense competition, with significant price variations between core and non-core areas, indicating a continued divergence in the real estate market [2][4]. Summary by Sections Hangzhou Land Auction - Three residential land parcels were auctioned in Hangzhou, with a total transaction amount of 50.35 billion yuan. Two parcels were sold at a premium, while one was sold at the base price [3][4]. - The Shiqiao unit land in Gongshu District was sold for 19.13 billion yuan after 43 rounds of bidding, with a floor price of 19,627 yuan per square meter and a premium rate of 28.13% [3]. - The Xingqiao unit land in Linping District was sold for 4.37 billion yuan after 2 rounds of bidding, with a floor price of 10,622 yuan per square meter and a premium rate of 1.16% [3]. Yongkang Land Auction - A low-density residential land in Yongkang was sold for 5.11 billion yuan after 169 rounds of bidding, with a floor price of 27,256 yuan per square meter and a premium rate of 54.38% [5][6]. - The land had an area of 18,562.87 square meters and a planned building area of 18,748.50 square meters, with a plot ratio of 1.01 [6]. Market Trends and Insights - The total transaction amount for the July land auction in Hangzhou reached 102 billion yuan, reflecting a continued divergence in the land market, with core area premium plots still in demand while non-core areas see low premium transactions [4]. - High-quality plots in core areas are favored by leading real estate companies, while smaller firms are shifting focus to non-core or suburban areas. There is an increasing trend towards enhancing product competitiveness, including improved building efficiency and upgraded exterior materials [4].

Core Insights - The land auction in Hangzhou and Yongkang on July 29 was highly competitive, with significant price increases for certain plots [1][3] - The total transaction amount for the Hangzhou land auction reached 102 billion yuan, indicating a continued differentiation in the land market [3] Hangzhou Land Auction Summary - Three residential land plots were auctioned in Hangzhou, with two sold at a premium and one at the base price, totaling 50.35 billion yuan [2][3] - The plot in Gongshu District was sold for 19.13 billion yuan after 43 rounds of bidding, with a floor price of 19,627 yuan/m² and a premium rate of 28.13% [2][3] - The plot in Linping District was sold for 4.37 billion yuan after 2 rounds of bidding, with a floor price of 10,622 yuan/m² and a premium rate of 1.16% [2] Yongkang Land Auction Summary - A low-density residential plot in Yongkang was sold for 5.11 billion yuan after 169 rounds of bidding, with a floor price of 27,256 yuan/m² and a premium rate of 54.38% [4] - The plot had a land area of 18,562.87 m² and a planned building area of 18,748.50 m², with a low plot ratio of 1.01 [4] Market Analysis - The land auction results reflect a continued trend of market differentiation, with core areas still attracting high bids while non-core areas see lower premiums [3] - Major real estate companies are focusing on core areas, while smaller firms are shifting towards non-core and suburban regions [3] - There is an increasing trend towards enhancing product competitiveness, including improvements in usable area and exterior materials [3]

业内人士表示，杭州7月土拍收官，总成交金额102亿元，土地市场热度分化延续，核心区优质地块仍受追捧，非核心区持续低溢价成交。 7月29日，浙江杭州和永康两地土拍竞争激烈。 其中，永康一宗低密宅地经过169轮竞价最终以5.11亿元成交，成交楼面价27256元/㎡，溢价率54.38%。 杭州出让3宗涉宅用地，有2宗溢价成交、1宗底价成交，总成交金额50.35亿元。其中，拱墅区宅地经过43轮竞价以19.13亿元成交，成交楼面价19627元/ ㎡，溢价率28.13%。 中指研究院华东大区常务副总经理高院生认为，杭州本次土拍延续市场分化态势，其中拱墅区石桥单元地块因低密和区位优势溢价28.13%成交，而西湖 区三墩单元地块因涉及地铁下穿、商业协同开发及绿建标准提升，开发难度高且南侧竞品较多，去化压力较大，最终底价成交；临平区星桥单元地块尽管 容积率低(1.1)，但因板块库存高企，房企竞拍仍较谨慎，最终仅溢价1.16%成交。 杭州3宗地超50亿元成交 7月29日，杭州有3宗涉宅用地出让，最终2宗溢价成交、1宗底价成交，总成交金额50.35亿元。 其中，拱墅区石桥单元宅地土地出让面积51304㎡，规划建筑面积97477.6 ...

Core Viewpoint - The land auction in Hangzhou and Yongkang on July 29 showed a competitive market, with significant price variations between core and non-core areas, indicating a continued trend of market differentiation [2][5]. Group 1: Hangzhou Land Auction - Three residential land parcels were auctioned in Hangzhou, with a total transaction amount of 50.35 billion yuan, where two parcels were sold at a premium and one at the base price [4][5]. - The Shiqiao unit land in Gongshu District was sold for 19.13 billion yuan after 43 rounds of bidding, with a floor price of 19,627 yuan per square meter and a premium rate of 28.13% [4][5]. - The Xingqiao unit land in Linping District was sold for 4.37 billion yuan after 2 rounds of bidding, with a floor price of 10,622 yuan per square meter and a premium rate of 1.16% [4][5]. - The San Dun unit land in Xihu District was sold at the base price of 26.85 billion yuan, with a floor price of 13,092 yuan per square meter, indicating lower demand due to higher development challenges [4][5]. Group 2: Yongkang Land Auction - A low-density residential land in Yongkang was sold for 5.11 billion yuan after 169 rounds of bidding, with a floor price of 27,256 yuan per square meter and a premium rate of 54.38% [6][8]. - The Yongkang land had a total area of 18,562.87 square meters and a planned building area of 18,748.50 square meters, with a low plot ratio of 1.01 [7][8]. Group 3: Market Analysis - The land auction results reflect a continued market differentiation, with core areas still attracting high premiums while non-core areas experience lower bidding activity [5]. - Major real estate companies are focusing on core areas, while smaller firms are shifting towards non-core or suburban regions, indicating a strategic shift in market positioning [5].

Core Insights - The core viewpoint of the article highlights the ongoing demand for premium land parcels in core areas of Hangzhou, while non-core areas continue to see low premium transactions [1][5]. Land Auction Summary - On July 29, Hangzhou concluded its fourth batch of land auctions, with three plots totaling 267 acres and a total construction area of 343,700 square meters, fetching a total of 5.035 billion yuan [2]. - The most competitive bidding occurred for the plot in Gongshu District, which was won by Hangzhou Weixing Xingchen Real Estate Co., Ltd. for 1.913 billion yuan, resulting in a floor price of 19,600 yuan per square meter and a premium of 28.13% [2][3]. - The plot in Xihu District was acquired by a consortium including China Resources Land for 2.685 billion yuan at a floor price of 13,092 yuan per square meter [3][4]. - The plot in Linping District was sold to Hangzhou Guanda Real Estate for 437 million yuan, with a floor price of 10,622 yuan per square meter and a minimal premium of 1.16% [4]. Market Trends - The land market in Hangzhou continues to show differentiation, with core area premium plots being highly sought after, while non-core areas experience lower premiums [5]. - Leading real estate companies are focusing on core areas, while smaller firms are shifting towards non-core or even suburban regions [5]. - There is an increasing trend in product competitiveness, with enhancements in usable area and exterior materials, pushing companies to improve their design capabilities [5].

2025年7月24-25日上海举行第六批次土拍，共成交8幅含宅地块，成交总价290亿元，平均溢价率22.33%。 其中，25日推出的三幅地块一连打破3项纪录，成为今年以来上海土拍市场"含金量"最高的一次。 尤其是徐家汇风貌地块，以200257元/平方米成交楼板价刷新全国土地单价地王，其买家既不是全国性规模房企，也不是知名央国企，而是一个来自台州 的汽车模具发家的民企祺祥旺宇置业。 该地王拍出后瞬间点爆了上海乃至全国房地产市场。 290亿元收官 一连三幅地块打破3项纪录 2025年7月24-25日上海举行第六批次土拍，第一天共成交了5宗地块，第二天成交了3宗，两日共揽金290亿元，平均溢价率达22.33%。 从土拍热度来看，7月25日三幅地块拍地现场激烈，首先是上午唐镇地块，继2024年第七批次保利以27%的溢价率拿下浦东唐镇地块将楼板价推升至44008 元/平方米之后，唐镇热度被推升到一个新的高度。 此次推出的唐镇地块受吸引了7组竞买人参拍，现场经过62轮竞价后，触发"高品质建设"指标环节，最终招商蛇口＆港中旅联合体在人才房配比中胜出， 以总价27.3亿元竞得该地块，成交楼板价52360元/㎡，溢价率40%。 ...

Core Insights - The land auction market in Hangzhou remains active, with a total of 18.98 billion yuan raised from two residential land parcels, reflecting an average premium rate of 24.6% [1][2] - Local leading real estate companies are strategically consolidating their positions in key areas while showing rational bidding behavior for non-core plots [1][2] Group 1: Auction Results - Two residential land parcels were auctioned in Hangzhou, with a starting total price of 15.23 billion yuan, ultimately selling for 18.98 billion yuan, indicating a strong market demand [1] - The land in Yuhang District was won by Hangzhou Binjiang Real Estate Group for 15.30 billion yuan, with a floor price of 17,472 yuan per square meter and a premium rate of 29.65% [1] - The land in Gongshu District was acquired by Hangzhou West Lake Real Estate Group for 3.68 billion yuan, with a floor price of 15,295 yuan per square meter and a premium rate of 7.29% [1] Group 2: Market Trends - The Hangzhou land market is experiencing a notable trend of differentiation, with local leading companies actively participating in strategic acquisitions while maintaining a cautious approach in less desirable areas [2] - The average premium rate for land auctions in July was reported at 24.6%, indicating a slight increase compared to previous auctions, but with signs of market segmentation and rational bidding behavior [1][2] - The presence of external developers entering the market, such as a company acquiring a low-density residential plot for 2.73 billion yuan with a premium rate of 10.07%, suggests a cautious approach due to high regional inventory [2] Group 3: Future Outlook - The short-term heat in the Hangzhou land market is expected to continue, but a structural differentiation may persist in the long term [3] - Future land releases are anticipated to include more low-density residential and high-quality plots, prompting developers to shift focus from volume to refined land acquisition and long-term operational capabilities [3]

Core Insights - The Shenzhen land market is heating up with an increase in residential land supply and high premium transactions in popular areas [1][2] - The recent auction of residential land in Qianhai by China Merchants Shekou fetched a price of 2.155 billion yuan, with a premium rate of 86.1% [1] - Analysts indicate a trend of high premium transactions in core areas while non-core areas remain subdued, reflecting strong market recognition of Qianhai's value [1][2] Group 1: Land Market Trends - The average profit margin for first-tier city developers suggests that the break-even price for the recent Qianhai land could exceed 120,000 yuan per square meter, higher than current second-hand housing prices [2] - New residential land in Shenzhen is primarily located in core areas, with smaller plot sizes and lower plot ratios, indicating a shift towards smaller, more manageable developments [2] - The land auction in Longhua, Shenzhen, saw a final price of approximately 38,795.22 yuan per square meter, with a premium rate of 40.7% [2] Group 2: National Land Market Overview - In the first half of the year, the total land transfer revenue from residential land in 300 cities increased by 27.5%, despite a 5.5% decline in transaction area [3] - The top 20 cities accounted for 68% of the national residential land transfer revenue, with cities like Hangzhou and Beijing exceeding 100 billion yuan in land sales [3] - The land market is expected to continue a "reduced quantity, improved quality" trend in the second half of the year, with core city land maintaining high premium transactions while third and fourth-tier cities focus on base price sales [3]