前不久的上海土拍，浙江"富婆"击败中海，花了10多亿拿下楼板价超20万/㎡的全国单价地王，可谓是刷新了众人的认知。 当大家认为这或许是几年难见的偶发事件之时，就在这几天，类似的剧情貌似又在广州上演了： 一家非常神秘而低调的民企，以总价约11.37亿，拿下了广州白云区的一宗宅地。 而这家民企居然是前不久才刚刚成立， 最终受益人是自然人黄艳玲，应该不会有男性取这样的名字，这样的名字大概率是一位女性。 01 神秘民企广州拿地 就在7月底，广州出让了白云山六片区的一幅宅地。 实际上，今年白云已经出让了四片宅地，此前都是国企或者城投拿地，而此次是第五次出让，却出现 了出人意料的结果： 一家名为广州云山壹号房地产有限公司的民企（以下简称云山壹号），以约11.37亿，拿下白云六片山低密宅地，成交楼面价约1.46万/㎡。 广州版"富婆"拿地的戏码，难道又来了？ 如今在广州土拍市场上，大多数情况还是资金比较强劲的国央企拿地，而此次民企拿地，也是在于地块总价较低，安全垫足够厚，而且地块素质也不是太 差。 云山壹号还是比较会算账的：此前 广州地铁在2022年拿下的白云东平地铁站地块的楼板价约2.5万/㎡；还有之前越秀地产还联合广州 ...

Core Viewpoint - The return of private enterprises to the land auction market has become a focal point in the real estate industry, exemplified by Agile Group's recent acquisition of four residential land parcels in Guangzhou for approximately 3.32 billion yuan, marking its first land purchase since 2021 [1][2]. Group 1: Agile Group's Land Acquisition - Agile Group acquired four land parcels in Panyu District, Guangzhou, with a total area of approximately 85,000 square meters and a calculated floor area of 235,600 square meters, at a floor price of about 14,100 yuan per square meter [2]. - The four parcels are strategically located near Guangzhou Metro Line 22 and are in proximity to various amenities, including parks and tourist attractions, enhancing their market appeal [2]. - This acquisition is seen as a significant milestone for Agile Group, reflecting its long-term commitment to the Guangzhou market and its strategic positioning in the evolving residential landscape of Panyu [2]. Group 2: Market Context and Implications - The total transaction value of the land auction was 5.569 billion yuan, with all parcels sold at their starting prices, indicating a cautious approach among real estate companies in the current market [1]. - Agile Group's return to the land auction market after a four-year hiatus signals potential shifts in strategy, as the company aims to enhance its sales scale and reshape its market brand image through significant land acquisitions [6]. - The trend of private enterprises focusing on core cities and quality land parcels is prevalent, as these companies leverage their regional expertise to better understand market demands and consumer preferences [3]. Group 3: Agile Group's Historical Performance - Agile Group, established in 1993, previously gained recognition for its rapid development model and significant sales achievements, ranking 31st among national real estate companies in 2013 with sales of 21 billion yuan [4][5]. - The company has diversified its operations across over 30 cities, with total assets exceeding 100 billion yuan and a total construction area of nearly 50 million square meters [5]. - In recent years, Agile Group has primarily relied on urban renewal projects to supplement its land reserves, with significant investments in various redevelopment initiatives [6].