一、全国重点65城土地市场概况 1、8月重点65城土地成交规模收缩，涉宅成交环比降四成 8月，全国65个重点城市土地供应规模环比增长16%，共推出经营性土地740宗；然而，总计成交各类经营性土地538宗，成交规划建筑面积为3464.84万平 方米，成交规模环比小幅下滑4%，同比亦下降8%。 在涉宅用地方面，8月全国重点65个城市累计成交涉宅土地106宗，成交总规划建筑面积约为666.45万平方米，规模环比下降40%，同比下降37%。整体来 看，8月土地拍卖热度有所降温，仅一线城市仍维持一定热度，而二三线城市优质宅地出让频次减少，导致本月涉宅用地成交规模显著下滑，低于今年月 度平均水平。三季度作为土拍市场淡旺季的过渡期，尤其是7月和8月历来呈现成交缩量的态势。随着进入"金九银十"传统旺季，土地拍卖热点有望逐步回 升。 结合65个重点城市经营性土地的成交结构情况，本月涉宅用地的成交规模占比显著下降11.5%，占比约19.2%。商办用地的成交规模占比较上月持平，保 持在6%。与此同时，工业用地的成交规模占比则显著提升12.3%，占比达到72.6%。 2、8月，量价双双回落，出让金规模环比降46% 8月，全国65个重 ...

Core Viewpoint - The land supply scale has decreased week-on-week, while transaction volume has continued to rise, reaching a half-year weekly high, with a significant drop in premium rates, returning to the year's low [1]. Supply Summary - The supply of land this week was 4.26 million square meters, a 39% increase compared to the previous week [2]. - In key cities, 24 plots of residential land were supplied, with an average plot ratio of 1.81. Notably, Nanjing, Shanghai, and Wuxi had average plot ratios not exceeding 1.8 this week [2]. - Shanghai conducted seven batches of land auctions this week, with the highest total price for a plot in the Putuo District at 4.646 billion yuan, covering an area of 66,000 square meters, resulting in an average floor price of 70,000 yuan per square meter [2]. Transaction Summary - The transaction area reached 5.22 million square meters, a 54% increase week-on-week, with a transaction amount of 34.7 billion yuan, a decrease of 29% [3]. - The number of high total price and high premium transactions has decreased, with the average premium rate falling to 2.4%, the lowest level of the year [3]. - Notable transactions included a residential plot in Hangzhou with a total price of 1.91 billion yuan and a premium rate of 28%, and a plot in Nanjing that sold for 373 million yuan with a floor price of 40,000 yuan per square meter [4]. Key Transactions - In the top transactions, Hangzhou's residential plot was won by Weixing Real Estate for 1.91 billion yuan, with a floor price of 19,627 yuan per square meter and a premium rate of 28% [8]. - In Nanjing, a plot in the Gulou District was acquired by Beigu Holdings for 373 million yuan, with a floor price of 40,215 yuan per square meter and a premium rate of 33% [10]. - A high premium transaction occurred in Yongkang City, where a plot was sold for 510 million yuan, with a premium rate of 54% and an average floor price of 27,256 yuan per square meter [4].