8月21日，广州市规划和自然资源局发布批前公示，就广州市黄埔区新化快速路以西、金洲南路以北地 块(AP0801规划管理单元)，深井社区金洲大道以南地块(AP0802规划管理单元)控制性详细规划修改公开 征求意见。 公示信息显示，上述地块进行了新增产业用地、完善区域配套、新增商住混合地块等调整。 中指研究院指数研究部总经理曹晶晶表示，自然资源部等部门明确允许依法调整规划条件，为政策执行 提供操作指南。综合来看，土地调整规划可解决"商办过剩、住宅错配"的结构性失衡，也能降低房企开 发强度、减轻资金压力，有助于稳定市场。 值得注意的是，目前各地调整规划再出让的地块中，除此前曾中止出让的地块外，还有收储地块。 8月18日，宁波江北区01-06-01、06地块成功出让，成交总价19.33亿元。该地块曾在2025年6月份由政府 以18.17亿元完成收储。重新出让时，该地块多项开发指标均有调整，包括调整用地性质、降低容积 率、降低限高等。 曹晶晶表示，今年以来多地用专项债资金收购闲置存量土地取得一定进展，政府收回地块后预计将调整 规划重新出让。考虑到政策要求"收回收购的土地原则上当年不再供应用于房地产开发"，预计多数收储 ...

Core Viewpoint - The announcement of the online auction for a state-owned construction land use right in Jiangmen City marks a significant step in revitalizing existing land resources and promoting high-quality development in the real estate sector [1][5][6]. Group 1: Auction Details - The land parcel, approximately 33 acres, is being auctioned with a starting price of 2.37 billion RMB, which translates to a floor price of 4,210 RMB per square meter [5][6]. - The auction is set to begin on July 29, 2025, at 9 AM, following the recent adjustment of the land use plan for the adjacent Jinming Happy World Plaza [1][5]. Group 2: Land Use and Development Requirements - The land is designated for urban residential and commercial service use, with a commercial land use period of 40 years and residential land use period of 70 years [5]. - The required floor area ratio (FAR) is between 2.0 and 2.5, allowing for a total building area of 44,953 to 56,191 square meters, with specific conditions for commercial buildings and green space [5][6]. Group 3: Integration with Surrounding Infrastructure - The development must adhere to planning conditions that ensure integration with surrounding infrastructure, including the construction of pedestrian pathways and municipal facilities [8][10]. - The project aims to address concerns from existing residents regarding potential disruptions caused by the new development, ensuring that the new and existing properties are cohesively managed and accessible [10]. Group 4: Strategic Importance - The location is strategically advantageous, with proximity to commercial, transportation, and educational facilities, enhancing its appeal for potential investors and developers [10]. - The revitalization of this land is expected to inject new momentum into the area, fostering a vibrant residential and commercial atmosphere [6][10].

Core Viewpoint - The revitalization of idle land through the use of local government special bonds is a key focus in the real estate sector this year, with an increasing number of proposed land acquisitions being announced across various regions [1][2]. Group 1: Special Bonds and Land Acquisition - As of May 20, nearly 3,000 proposed land acquisitions have been announced, covering over 133 million square meters [1]. - In April alone, over 1,500 proposed land acquisitions were reported, totaling more than 70 million square meters and exceeding 170 billion yuan in value, surpassing the total amounts from January to March [1]. - The use of special bonds is seen as a crucial tool for local governments to finance land acquisitions, contributing positively to the balance of supply and demand in the land market [1][2]. Group 2: Land Ownership and Pricing - Over 80% of the proposed land acquisitions are owned by local state-owned enterprises, while private enterprises accounted for about 16% of residential land acquisitions in April, showing an increase from previous months [2]. - Approximately 50% of the proposed land acquisition prices are set between 0.8 and 1.0 times the original transaction price, with around 30% priced between 0.9 and 1.0 [2]. - Some regions, like Xinyang, have established detailed pricing mechanisms for land acquisitions, allowing for a 5% reduction from the base price under certain conditions [2]. Group 3: Bond Issuance and Future Outlook - The actual issuance of special bonds remains relatively low, with provinces like Guangdong, Hunan, and Sichuan having issued nearly 55 billion yuan, accounting for about 15% of the proposed acquisition amounts [3]. - The issuance of land reserve special bonds is being promoted in more regions, with Ningbo planning to issue 4.339 billion yuan in special bonds [3]. - A recent interest rate cut by the People's Bank of China is expected to lower borrowing costs, potentially accelerating the issuance of special bonds for land acquisitions [3].