Core Insights - The land market is witnessing a resurgence as private real estate companies are re-entering the bidding scene in core cities after a period of dormancy [1][2] - In recent months, private firms like Bontai Group, Agile Group, and Jiaxin Real Estate have successfully acquired land parcels, even outbidding major state-owned enterprises [2][3] Summary by Sections Private Companies' Land Acquisition - The proportion of land acquired by private real estate companies has risen to nearly 30% [3] - In May, Agile Group secured four residential plots in Guangzhou for a total of 3.32 billion yuan [3] - Jiaxin Real Estate won a plot in Changsha for 868 million yuan with a premium rate of 23% [3] - Bontai Group has acquired 13 plots this year, totaling over 5 billion yuan [3][4] Performance of Private Companies - In the first five months of this year, several private companies ranked among the top 20 in land acquisition, with Bontai Group at 7th place (27.53 billion yuan), Agile Group at 19th (3.32 billion yuan), and others also exceeding 2 billion yuan [4][5] - The return of private firms to the land market is seen as a positive signal, although many companies are still tightening their investment strategies [5] Strategic Approaches of Private Firms - Private companies are adopting a strategy of "differentiated competition" and "quick entry and exit" in the land market [6][8] - Agile Group, which had not participated in the land market for four years, is now focusing on familiar areas close to its headquarters [6][7] - Jiaxin Real Estate is also concentrating on its home market in Changsha, indicating a strategy of regional deepening [7][9] Market Conditions and Future Outlook - The current land acquisition activity reflects a cautious optimism among private firms, driven by improved market conditions and increased supply of quality land [5][9] - Despite some private firms actively acquiring land, over 60% of the top sales companies are still experiencing stagnation in land acquisition [9]

民企争夺郊区地块 在5月23日的土拍中，郫都区地块迎来少见的大幅溢价。这宗地块编号PD2025-06，位于郫都区郫筒街 道望丛东路17号，规划建筑面积47223.44平方米，起始价21486.67万元，起始楼面价4550元/平方米。最 终以楼面价7250元/平方米竞得，折合总价约3.42亿元，溢价率达到了区域内罕见的59.34%，竞得者为 金沙鹭岛地产。 5月23日土拍现场，竞得者第一视角。受访者/供图 中经记者 陈雪波 卢志坤 成都报道 5月23日，成都市有3宗宅地出让，分别为郫都区的1宗地块和新都区的2宗地块，共计成交金额10.11亿 元。这些区域均为成都的二圈层，也即近郊。其中，郫都区地块以溢价59.34%的结果，被金沙鹭岛公 司拿下；而新都区的一宗地块也溢价19.67%，被嘉禾兴公司收入囊中。 在新都区地块争夺中，嘉禾兴与邦泰地产进行了20余轮的举牌争夺。拿地后，嘉禾兴地产总经理李为国 在微信朋友圈发文称："就两家人（公司），居然搞了24下，面粉多了一个亿……回看自己都觉得恐 怖！"当天，《中国经营报》记者联系到李为国，对方表示拿地后已经着手项目方案事宜。而在当天晚 上11时左右，该项目就已经公示了最 ...