Core Insights - On May 9, Shanghai auctioned 4 land parcels, with a total transaction amount of 9.709 billion yuan, indicating strong market interest [1][2][8] - Two parcels were sold at a premium of over 20%, while two were sold at the base price, reflecting varied demand across different locations [1][2][8] Group 1: Land Auction Details - The Yangpu District East Bund residential land was sold for 4.241 billion yuan, with a floor price of 80,199 yuan/m² and a premium rate of 26.3% after 72 rounds of bidding [1][2][3] - The Songjiang New City East District residential land was acquired by China Railway Construction for 2.471 billion yuan, with a floor price of 25,288 yuan/m² and a premium rate of 20.442% [1][3] - The Hongkou District multi-purpose land was sold at the base price of 2.157 billion yuan, with a comprehensive floor price of 67,131 yuan/m² [1][4] - The Qingpu North land was also sold at the base price of 841 million yuan, with a floor price of 15,500 yuan/m² [1][6] Group 2: Market Trends and Analysis - Industry experts believe that the continued heat in Shanghai's land auction will positively impact the housing market, supported by the introduction of quality projects and ongoing policy optimization [1][8] - The auction attracted participation from 9 companies, including 6 state-owned enterprises, indicating strong interest in prime land [8] - The competitive bidding for the Yangpu and Songjiang parcels highlights the demand for well-located land, particularly in core urban areas [8][9]

地块西侧乍浦路曾是上海最早的美食街之一，也是电影《酱园弄》的取景地，周边有胜利电影院、今潮 8弄等。 第四批次上海土拍市场平稳落槌。 5月9日，上海四批次4幅地块全部成功出让，总出让面积约10.1万平方米，总成交金额97亿元。其中，2 宗地块溢价成交，2宗底价成交。 此次土拍中，参拍企业有所减少。相比第三批次的约15家房企报名，四批次共吸引约9家房企参与其 中。从参拍企业性质来看，主要以央国企为主，6家央企，2家国企，1家港资。其中，保利集团旗下的 保利发展（600048）和保利置业分别斩获一宗地块。 业内人士表示，既未现超预期的激烈角逐，也未诞生突破性的亮点时刻。整场出让在波澜不惊中有序推 进，房企拿地策略趋于理性，市场延续稳中有进的态势，折射出当前土地市场审慎而务实的发展基调。 保利置业补仓杨浦 5月9日上午10点，杨浦地块率先开拍，这是此次供地中最热门地块。 在未开拍之前，从流传出参拍房企名单中也可以看出，这也是前期报名阶段参拍房企最多的地块，包括 招商蛇口（001979）、中国金茂、华润置地、中海地产、保利置业5家竞买人。 最终，该地块由中国铁建（601186）竞得，成交价24.71亿元，成交楼面价2 ...