今年以来，在2025年前7月的全国销售金额TOP20房企中，已经累计获取超过40宗地王（指全市和板块的地王，下同），地王宗数的占比超过1/5，地王权 益金额占比也达到38%，这是一组非常"振奋"的数据，与新房市场的低位盘整形成了十分强烈的反差。 在地王数据背后，反映的是龙头房企对"核心城市、重点板块、优质地块"的高度一致性布局选择，以及对低能级城市、外围区域的"不确定性"市场表现存 有顾虑。 TOP20拿的地，超1/5是地王 中海、绿城"更偏爱"，保利、华润"平常心" 截至2025年8月13日，中海、绿城的权益拿地金额均已超过500亿元，在遥遥领先其他房企的同时，地王的数量也是最多的（均为6宗），购得地王的权益 金额分别为228亿元和189亿元（分别占比43%和34%）。 中海"偏爱"地王是因为其投资"安全垫"较高，始终秉持"主流城市、主流地段、主流产品"的发展理念，因此符合条件的优质地块相对有限，面临的竞争也 更加激烈。而绿城更确切地理解是对"金字塔尖"高端客群需求的豪宅产品聚焦，而能够与之匹配的地块存在一定稀缺性，必然更为"抢手"。 反观保利和华润，均只在上海和杭州两个土拍高热城市竞得板块地王，也都是基于 ...

Core Insights - The recent land auction in Shanghai has set a new record for the highest floor price in China, with a transaction price of approximately 20.03 million yuan per square meter, marking a significant milestone in the real estate market [1][3][15] - The winning bidder, Shanghai Qixiang Wangyu Real Estate Co., Ltd., is linked to a wealthy second-generation entrepreneur from Zhejiang, highlighting the influence of affluent individuals in the competitive land acquisition landscape [2][3][8] Summary by Sections Land Auction Details - The auction took place in the Xuhui District of Shanghai, specifically for the XH-02(TPL) unit 051-11 plot, which has historical and cultural significance due to its proximity to Shanghai Jiao Tong University and other commercial centers [2][10] - The starting floor price was set at 163,639 yuan per square meter, with the final transaction price reaching 20.0257 million yuan per square meter, surpassing the previous record of 16.23 million yuan per square meter [1][3][10] Bidding Process - The bidding involved three main competitors, with Qixiang Wangyu Real Estate ultimately winning the plot with a total bid of 1.225 billion yuan, resulting in a premium rate of 22.38% [2][3][10] - The competitive nature of the auction was evident, as bidders actively raised their offers, reflecting the high demand for prime real estate in Shanghai [2][10] Company Background - Shanghai Qixiang Wangyu Real Estate was established on January 17, 2025, and is led by Ye Shuqing, the daughter of a prominent automotive mold manufacturer, indicating a strong financial backing [3][8] - Ye Shuqing has also founded several other real estate companies in 2023, suggesting a strategic expansion into the real estate sector [8][9] Market Trends - The overall land auction saw a total of eight residential plots sold, with a combined revenue of approximately 289.6 billion yuan, and an average premium rate of about 22.2% [10][12] - The auction results indicate a robust interest from developers, particularly in central locations, as they aim to secure quality land ahead of potential market fluctuations [12][14] Future Implications - The high transaction price is expected to elevate market expectations for property prices in the Xuhui District, potentially leading to increased prices in surrounding areas due to the scarcity of new residential land [15] - Analysts suggest that the ongoing demand for high-quality land in Shanghai reflects the city's strong economic fundamentals and attractiveness for real estate investment [14][15]

Core Points - The record for the highest land price in China has been broken again with the auction of a residential land parcel in Xuhui District, Shanghai, which was won by Shanghai Qixiang Wangyu Real Estate Co., Ltd. for a total price of 1.225 billion yuan, reflecting a premium rate of 22.38% and a floor price of 200,257 yuan per square meter [1] - The land parcel covers an area of 4,705.49 square meters with a plot ratio of 1.3, and it is located in a prime area adjacent to the core business district of Xuhui [1] - The company behind the winning bid, Shanghai Qixiang Wangyu Real Estate Co., Ltd., was established in January 2025 and is owned by Ye Shuqing, who is the daughter of Ye Huabiao, a prominent figure in the automotive mold manufacturing industry [4][6] Company Information - Shanghai Qixiang Wangyu Real Estate Co., Ltd. has a registered capital of 155 million yuan and is classified as a limited liability company [6] - The company is involved in real estate development and has a business scope that includes property management and construction services [6] - Ye Huabiao, the father of the company's owner, is the founder of Yifeng Group, the largest manufacturer of automotive body stamping molds globally, indicating a strong business background [4][7] Land Parcel Details - The total residential building area of the land parcel is approximately 5,200 square meters, with specific requirements for preserving historical buildings and including cultural and commercial facilities [3][5] - The auction's starting total price was set at 1.001 billion yuan, with a starting floor price of 163,639 yuan per square meter, which had already set a new high for both Shanghai and national residential land prices prior to the auction [1][5]

去年至今，当大家都在喊杭州楼市泡沫即将破裂时，没承想，杭州再度陷入疯狂。 上半年总出让金达到1160亿元，以154.4亿元的优势超过北京，称霸全国。同比增长96%，几乎与去年全年土地出让金持平，这样的速度在全国亦是独一 份；土地溢价率更是断档式的存在，平均溢价率接近40%，位列全国首位，而二三名的平均溢价率仅有20%左右。 01 地王之下 豪宅风起 根据中指院数据，2025年上半年，300城住宅用地出让金同比增幅超两成，平均溢价率10.3%，较去年同期提升6.2个百分点。就城市群来看，长三角最 火，仅TOP10企业在此拿地就花费了1470亿元。 长三角中，最支棱的当属杭州。 同样中指院数据显示，今年上半年杭州成功出让68宗宅地，总金额1160亿元，无论数量还是金额，均为全国第一。现任杭州一哥——滨江贡献最大，豪掷 308亿元；曾经的一哥——绿城，也拿出174亿元助力杭州登上地王宝座。 | | 杭州 | | | --- | --- | --- | | 排名 | 企业 | 三元 | | | | 会 预 | | 1 | 滨江集团 | 308 | | 2 | 绿城中国 | 174 | | 3 | 建发房产 | 94 ...

Group 1 - The core point of the article highlights the emergence of "land kings" in first and strong second-tier cities, with record high land prices being achieved in places like Hangzhou, where a plot sold for approximately 77,000 yuan per square meter and another for 88,000 yuan per square meter [1][3] - Major cities such as Beijing, Shanghai, Chengdu, and Tianjin have also seen similar trends, indicating a shift in market expectations for the real estate sector [1][4] - The high premium land transactions are concentrated in core areas with quality resources, while ordinary peripheral areas remain stagnant, suggesting a selective recovery in the real estate market [3][4] Group 2 - The article suggests that while the overall real estate market has not fully recovered, the emergence of "land kings" is a positive signal for the industry, as cities are offering prime land to stimulate market revival [4][5] - In cities like Wenzhou, despite the lack of "land kings," there is still strong demand for quality housing, as evidenced by successful sales of properties like Zhongnan·Luhuhai at around 28,000 yuan per square meter [5][10] - The potential for land competition in Wenzhou exists, particularly for high-quality plots, although true "land kings" may not emerge due to the city's development level [5][6] Group 3 - The article identifies specific plots in Wenzhou that could attract developer interest, such as the Lujaowan plot and several low-density plots, although the overall land supply remains limited [6][9] - It emphasizes that merely having slightly higher land prices than previous years will not be sufficient to drive market recovery in Wenzhou, as there are still significant obstacles to overcome [7][14] - The presence of excessive resettlement housing has been a major factor in the decline of Wenzhou's real estate market, indicating a need for a shift towards higher-quality residential developments [14][16] Group 4 - The article argues that the recovery of the real estate market is not reliant on a broad price increase but rather on the leadership of high-quality assets in prime locations [16] - It stresses the importance of developing high-quality housing in core areas to meet the evolving demand for better living conditions, as buyers are increasingly looking for quality over affordability [16]

3月27日，成都、宁波土拍竞争激烈。 其中，成都涉宅用地吸引了10家竞买人参与竞争，经过213轮竞价，最终由建发以楼面价41200元/㎡竞得，成交总 价约33.47亿元，溢价率106%，成为成都涉宅用地单价新"地王"。 宁波划船未来社区项目超级地块出让，经过41轮竞价，由中能建以总价43.61亿元竞得，成交楼面价9708元/㎡，溢 价率6.6%。该成交总价位居宁波涉宅用地成交总价TOP4位置，也是宁波今年以来的总价"地王"。 成都诞生单价新"地王" 3月27日，成都金融城三期H10地块拍卖，地块位于锦江区柳江街道包江桥社区、祝国寺社区，用地性质为住宅用 地，土地出让面积32495.39㎡（合约49亩），规划建筑面积81238.48㎡，容积率2.5，起拍楼面价20000元/㎡，折 合起始价约16.25亿元。 据了解，该地块吸引了远达、成都交子金融、仁和、华发、锦江统建和金茂联合体、华润置地、中海、建发、中 旅、招商蛇口等10家竞买人参与竞争，最终由建发以楼面价41200元/㎡竞得，成交总价约33.47亿元，溢价率 106%。 中指研究院成都公司总经理黄雪指出，该楼面价不仅创成都宅地楼面价新高，也是成都首个宅地成 ...

本次四宗地块中，静安大宁、浦东北蔡有望接续高溢价的火焰。 先来看大宁地块，直线距内环高架约1公里，这里是距离内环更近的大宁。 大宁地块区位示意图 上海将迎一场更高级的土拍 3月28日星期五，2025年上海第三批次土拍将举行，涉及静安大宁、浦东北蔡、闵行紫竹、青浦西岑四宗地块，起始总价超过113亿元。 前瞻这次土拍，预计一半是火焰，一半看未来，注定是一场更高级的土地竞夺。 01 大宁和北蔡，剑指板块新地王 去年，并非纯住宅的中建玖合大宁地块，成交楼板价约6.83万/㎡。这次的大宁迷你地块， 光是起拍价就超过了7万/㎡，已提前锁定大宁新单价地王，届 时就看溢价率能拱到多高了。 此外，迷你地块开发难度不小，而且该地块还要求至少5000元/㎡的装标，以及配建2500㎡的社区商业，花落哪家房企，也是非常有意思的看点。 再来看看浦东北蔡地块。 该地块起拍总价约20.83亿元，5.1万/㎡的起拍楼板价与去年板块内的浦开地块成交单价持平。倘若溢价率超过10%，就将突破隔壁邻居西派海上5.57万/㎡ 的楼板价。 北蔡地块区位示意图 浦东中环内，7.5倍世纪公园大小的北蔡楔形绿地，正在向崭新的复合型生态住区蜕变（点看 从区位与周 ...

据了解，其中最热门的滨江区西兴单元地块，经过72轮竞价，最终由滨江集团以52.03亿元竞得，成交楼面价 77409元/㎡，溢价率69.86%，成为杭州涉宅用地单价新"地王"。 业内人士认为，杭州土拍市场热度攀升，浙系企业持续加码优质地块，土拍市场"地王"频出，将进一步重塑杭 州价格体系，对楼市止跌回稳具有积极意义。 同日，成都有2宗涉宅地出让，最终均底价成交，总成交金额9.97亿元。 3月25日，杭州有4宗宅地出让，最终均溢价成交，总成交金额达101.53亿元，整体平均溢价率52%。 高院生进一步表示，本次土拍市场热度攀升，整体平均溢价率52%。从拿地房企来看，浙系企业持续加码优质 地块，滨江集团斩获2宗地块，绿城和杰立地产各竞得1宗地块。未来杭州新房市场或进一步呈现"核心区豪宅 化"格局。土拍市场"地王"频出，进一步重塑杭州价格体系，对楼市止跌回稳具有积极意义。 北京朝阳区组团地块起始价126亿 3月24日，北京市规划和自然资源委员会官网发布北京朝阳区一组团用地预申请公告，交易起始价为126亿元。 另悉，3月24日，北京市规划和自然资源委员会官网发布北京朝阳区一组团用地预申请公告，交易起始价为126 亿元。 ...

Core Viewpoint - The land auction market in Hangzhou is experiencing increased activity, with significant transactions leading to the emergence of new "land kings," which is expected to positively impact the local real estate market and stabilize prices [2][8]. Group 1: Hangzhou Land Auction Highlights - The most competitive land parcel in the Xixing unit of Binjiang District was won by Binjiang Group for 5.203 billion yuan, with a floor price of 77,409 yuan per square meter and a premium rate of 69.86%, setting a new record for residential land prices in Hangzhou [1][6]. - A total of four residential land parcels were auctioned in Hangzhou, with a combined transaction amount of 10.153 billion yuan, all sold at a premium [6][8]. - The average premium rate for the land auction was 52%, indicating strong demand from developers, particularly from Zhejiang-based companies [8]. Group 2: Specific Land Parcel Details - The Xixing unit land parcel had a total area of 28,545 square meters, with a planned construction area of 71,362.5 square meters and a starting price of approximately 3.063 billion yuan [6]. - The second parcel in the Shibao Qibao unit was sold for 2.538 billion yuan, with a floor price of 41,828 yuan per square meter and a premium rate of 34.43% [6][7]. - The land in the Chengdong New City unit was acquired by Greentown for 2.147 billion yuan, with a floor price of 40,247 yuan per square meter and a premium rate of 43.43% [7]. Group 3: Broader Market Implications - The frequent emergence of "land kings" in Hangzhou is expected to reshape the local pricing system and contribute to a recovery in the housing market [2][8]. - Analysts predict that new housing prices in the area may reach around 120,000 yuan per square meter, reflecting the competitive nature of the current land market [6][8].