Core Insights - The Beijing land auction market has seen a resurgence in competition, with a significant bidding war for a residential plot in the Chaoyang District, indicating renewed interest from developers [1][2] Group 1: Auction Details - The land parcel CY00-0215-0627 was fiercely contested by nine real estate companies, resulting in over 300 rounds of bidding [1] - China State Construction's subsidiary, Zhongjian Zhidi, won the bid for 4.3145 billion yuan, with a floor price of 85,300 yuan per square meter and a premium rate of 39.18% [2] Group 2: Land Characteristics - The plot is located between the third and fourth ring roads of Beijing, making it a rare residential land opportunity with favorable transportation conditions [2] - Nearby amenities include a large commercial complex, parks, and prestigious educational institutions, enhancing the land's attractiveness [2] Group 3: Market Context - The last residential land auction in this area occurred in 2022, highlighting the ongoing scarcity of new housing supply in the Sun Palace area [2] - The second-hand housing market in the vicinity remains stable, with prices ranging from 98,000 to 148,000 yuan per square meter [2] Group 4: Company Performance - Zhongjian Zhidi has been active in the Beijing market, with land acquisition amounts of approximately 7.384 billion yuan, 3.79 billion yuan, 8.5 billion yuan, and 13.3 billion yuan from 2021 to 2024 [3] - In the first eight months of this year, Zhongjian Zhidi achieved sales of 14.12 billion yuan, ranking fifth in the Beijing market [3] Group 5: Market Trends - The recent land transactions indicate a growing divide between core urban areas and suburban markets, reflecting differentiated investment strategies among developers [3] - The scarcity of land in core areas is driving competition, while lower-priced land in non-core areas suggests a more rational market approach [3] - Future land supply expansion is expected to lead to a multi-tiered and differentiated development landscape in Beijing's real estate market [3]

2025.09.30 本文字数：1107，阅读时长大约2分钟 作者 |第一财经孙梦凡 最终，中建智地以43.145亿元拿下，楼面价及溢价率分别达8.53万/平方米、39.18%。 太阳宫地块竞争火热在意料之中。从项目资质看，地块位于东北三环至四环之间，是近年来北京城六区范围内，极为稀缺的住宅用地，交通条件较为优 越。 339轮竞价、溢价近四成！北京土拍市场燃起了久违的争夺战。 9月30日，北京迎来今年关注度最高的一次土地出让，位于朝阳区的太阳宫新区D区CY00-0215-0627地块，被九家房企在线下竞拍中激烈争夺。 参与竞争的房企分别有：中建智地、城建发展、懋源、招商、保利、建发、中海、京投发展、金隅集团，线上出价九轮后，今日线下又经历超300轮、三 小时竞价。 周边配套上，地块西侧紧邻凯德MALL大型商业综合体，步行可达太阳宫公园，并享有人大附中朝阳学校等优质教育资源，可实现"出小区即进地铁"的体 验。 为吸引房企竞拍，该地块此前还进行了规划调整，容积率由最初的3.0下调至2.6，建筑高度控制在80米，土地性质为纯住宅用地，内含少量商业配套。 "太阳宫板块新房供应长期紧缺。"中指研究院土地市场研究负责人张 ...

Core Viewpoint - The recent land auction in Beijing has sparked intense competition among real estate companies, indicating a resurgence in the market, particularly for scarce residential land in prime locations [3][4]. Group 1: Land Auction Details - The land parcel in Chaoyang District, known as the Sun Palace New Area, was fiercely contested by nine real estate firms, resulting in over 300 rounds of bidding [3][4]. - China State Construction won the bid for 4.3145 billion yuan, with a floor price of 85,300 yuan per square meter and a premium rate of 39.18% [4]. Group 2: Market Context - The Sun Palace area has long faced a shortage of new housing supply, with the last residential land auction occurring in 2022 [5]. - The average transaction price for new homes in the area is approximately 118,500 yuan per square meter, while second-hand homes are priced between 98,000 to 148,000 yuan per square meter [5]. Group 3: Company Performance - China State Construction has been active in the Beijing market, acquiring land worth approximately 738.4 million yuan, 379 million yuan, 8.5 billion yuan, and 13.3 billion yuan from 2021 to 2024 [5]. - In the first eight months of this year, China State Construction achieved sales of 14.12 billion yuan in Beijing, ranking fifth in the market [5]. Group 4: Market Trends - The auction results reflect a growing divide between core urban areas and suburban markets, with prime locations attracting significant interest from developers [6]. - The ongoing expansion of land supply is expected to lead to a multi-tiered and differentiated development landscape in Beijing's real estate market, driven by the balance of "core scarcity value" and "peripheral cost-effectiveness" [6].

北京土拍燃起了久违的"硝烟"。 为吸引房企竞拍，该地块此前还进行了规划调整，容积率由最初的3.0下调至2.6，建筑高度控制在80 米，土地性质为纯住宅用地，内含少量商业配套。 "太阳宫板块新房供应长期紧缺。"中指研究院土地市场研究负责人张凯表示，上次住宅用地出让为2022 年的中建·玖合府项目，目前该区域新房资源紧张，中建·玖合府已进入现房销售阶段，成交均价约11.85 万元/平方米。 周边二手房市场也较为稳健，太阳公元南区挂牌价约14.6万元/平方米，红玺台约14.8万元/平方米，安 馨家园、丰和园等小区均价约9.8万至12.1万元/平方米。 本次地块的"得主"中建智地，近年来在北京市场力度不小。公开数据显示，2021年～2024年其在京拿地 金额分别约73.84亿元、37.9亿元、85亿元、133亿元。今年前8月，中建智地在北京销售额141.2亿元， 排名第五位。 参与竞争的房企分别有：中建智地、城建发展、懋源、招商、保利、建发、中海、京投发展、金隅集 团，线上出价九轮后，今日线下又经历超300轮、三小时竞价。 最终，中建智地以43.145亿元拿下，楼面价及溢价率分别达8.53万/平方米、39.18%。 ...