Group 1 - Multiple land auctions have recently taken place across various cities, with significant transactions occurring in Shenzhen and Guangzhou [1][5] - On December 8, Shenzhen auctioned two residential plots for a total of 39.52 billion yuan, with one plot in Nanshan District sold at a premium of over 42% [3][4] - The Nanshan plot, part of the Shenzhen Bay Super Headquarters Base, had a starting price of 22.36 billion yuan and was won by China Overseas Land & Investment Limited for 31.86 billion yuan, setting a new high for premium rates in the area [3][4] Group 2 - In Guangzhou, three residential plots were sold at the base price, totaling 22.838 billion yuan, indicating a different market dynamic compared to Shenzhen [2][5] - Other cities like Chongqing, Nanjing, and Suzhou also saw land transactions, with notable premiums in Guangzhou and Chongqing, while Nanjing and Suzhou experienced all plots selling at base prices [2][6][7] - The varying outcomes of land sales across cities reflect differing market conditions, with high premiums in core urban areas like Shenzhen indicating strong demand for prime assets [4][6]

近日，多地土拍密集成交。 12月8日，深圳有2宗宅地出让，总成交金额39.52亿元。其中，南山区地块溢价超42%成交，光明区地块则底 价成交。 业内人士认为，此次南山区深圳湾超级总部基地宅地高溢价成交，反映头部房企对核心城市核心资产的坚定信 心，体现了豪宅市场的韧性。 同日，广州有3宗涉宅用地出让，最终均底价成交，总成交金额22.838亿元。 12月5日，广州、重庆、南京、苏州均有土地成交，其中，广州一涉宅用地溢价27.3%成交，重庆一宅地溢价 12.87%成交，南京、苏州多宗宅地均底价成交。 12月8日，深圳有2宗宅地出让，一宗溢价超42%成交，一宗底价成交，总成交金额39.52亿元。 最受关注的是南山区深圳湾超级总部基地地块，土地面积11833.61㎡，建筑面积41184㎡（其中住宅36584㎡， 物业100㎡，商业1000㎡，文化、体育或其他设施3000㎡，托育机构500㎡），容积率3.48（住宅容积率3.1）， 起始价22.36亿元，起始综合楼面价54293元/㎡。 据了解，该地块开拍前已获6家竞买人报价，经过线下95轮竞价后，由深圳市中海启明房地产开发有限公司(中 海)以总价31.86亿元竞得，成交 ...

Core Insights - The Shenzhen land auction on December 8 resulted in two residential plots being sold, with the Deep Bay plot attracting significant attention due to its strategic location and high bidding activity [1][3] - China Overseas Land & Investment won the Deep Bay plot for 3.186 billion yuan, translating to a floor price of approximately 77,400 yuan per square meter, with a premium rate of 42.49% [1] - Longfor Group acquired the Guangming District plot at a base price of 766 million yuan, with a floor price of about 12,000 yuan per square meter, indicating a lower cost compared to other recent transactions in the area [1][3] Summary by Category Deep Bay Plot - The Deep Bay plot covers an area of 11,833.61 square meters and was previously designated for commercial use before being converted to residential use in April [1][3] - The plot's starting price was set at 2.236 billion yuan, and it attracted six major developers, including China Overseas and China Resources Land, due to its prime location [1][3] - The area has limited residential resources, with only a few remaining units available in the nearby China Overseas Deep Bay project, priced at approximately 133,000 yuan per square meter [3] Guangming District Plot - The Guangming District plot spans 20,523.78 square meters with a planned construction area of 63,623 square meters, including residential, commercial, and educational facilities [3] - The project must commence within one year and be completed within four years, with requirements for community amenities and noise pollution control [3] - The surrounding second-hand housing market shows an average listing price of about 41,000 yuan per square meter, while new developments are priced around 37,000 yuan per square meter [3] Market Analysis - The high premium for the Deep Bay plot reflects the confidence of leading real estate companies in acquiring core assets in major cities [3] - The price difference for the Guangming plot compared to a similar plot sold in June, which had a floor price of 18,380 yuan per square meter, highlights Longfor Group's cost advantage in this acquisition [3]

Core Insights - The high premium transactions of residential land in Shenzhen reflect the strong confidence of leading real estate companies in core city assets, demonstrating the resilience of the luxury housing market even during market adjustments [1][3] - The recent land auction in Shenzhen included two residential plots, with one achieving a record high premium, indicating a competitive bidding environment among major developers [1][2] Group 1: Land Auction Details - On December 8, Shenzhen auctioned two residential plots, one of which was sold at a base price and the other at a high premium, totaling a construction area of 104,800 square meters and generating revenue of 3.952 billion yuan [1] - The plot at Nanshan Shenzhen Bay Super Headquarters Base attracted six bidders, with China Overseas winning after 101 rounds of bidding, resulting in a transaction price of 3.186 billion yuan and a floor price of 77,360 yuan per square meter, marking a premium rate of 42.49% [1][2] Group 2: Market Context and Implications - The residential plot has a floor area ratio of 3.1 and is the only new residential product in the area without price restrictions or public housing requirements, allowing for flexible design options [2] - The surrounding area is well-equipped with ecological, business, and scenic resources, enhancing the attractiveness of the location for potential buyers [2] - The successful bidding by China Overseas for the second residential land plot in the area reinforces its leading position in Shenzhen's high-end market, following its previous acquisition of the Zhonghai Shenzhen Bay project [2][3] Group 3: Competitive Landscape - Longfor Group acquired a plot in Guangming District at a base price of 766 million yuan, with a floor price of 12,040 yuan per square meter, indicating a significant cost advantage compared to similar plots in the region [3] - The competitive bidding and high premiums for prime residential land suggest a shift in real estate development strategies from high turnover and density to high quality and lower density, aligning with the "good housing" policy direction [3]

｜2025年11月26日星期三｜ NO.1 青岛推出人才购房补贴新政 近日，青岛市委组织部、青岛市人力资源和社会保障局、青岛市发展和改革委员会等8部门印发《支持 重点企业引进重点学科领域硕博研究生购房补贴申报发放实施细则》，鼓励重点产业相关企业招引优秀 青年科技人才，促进重点学科领域硕博研究生到该市企业长期稳定工作。补贴标准为：博士研究生每人 30万元，硕士研究生每人20万元。 点评：此次青岛推出的人才购房补贴新政是精准引才、产才融合的重要创新，通过"真金白银"的补贴， 靶向吸引重点产业急需的高学历人才。 NO.2 武汉出让12宗地块总成交价近40亿元 11月25日，武汉市自然资源和城乡建设局以拍卖方式出让12宗国有建设用地，总成交金额约39.7亿元。 其中，8宗住宅用地总成交金额约37.8亿元，占比逾95%。万科与湖北科投合资的武汉宜居万耀置业以 总价3.9亿元、楼面价6399.52元/平方米竞得东湖高新区纯宅地，为万科年内再度加仓光谷板块；武汉经 开新程置业拿下4宗宅地，总成交价20.6亿元。根据公开资料整理，本次土拍整体溢价率不高，国企、 央企及品牌房企仍为拿地主力。 11月25日，天誉置业公告称，百慕 ...