单周成交5套亿元别墅，2套亿元顶复秒光，当市场还在讨论淡季行情时，顶豪买家正用真金白银为确定性资产投票。 2026年初的上海土地市场，释放出清晰的审慎信号。 1月份出让的5宗涉宅用地，全部以底价成交，房企拿地热情似乎与气温一同进入了"冬季"。全市新建商品房成交面积回落至25.71万平方米，供应节奏同 步放缓，市场进入传统的销售淡季。 然而，在整体平静的水面下，一股炽热的暗流正在城市核心区涌动。 市场裂变：市场整体"冷"与顶豪局部"热" 根据中房网市场研究，近五年上海核心地段的顶级豪宅，始终保持高购买力、高去化率和高市场关注度。2026年开年的行情，无疑将这一特征放大到了极 致。 热销风暴的中心，正是华润置地。 在黄浦老城厢，士林润园单周集中成交5套亿元级别墅，1月份成交超10套，在稀缺的城市风貌别墅赛道一骑绝尘。 在浦东一线滨江，澐启滨江2套亿元级顶层复式"即开即罄"，1月份成交额高达15亿元，登上全市销冠。进入2月，其热度不减，前4天即狂销10余套。 在外滩核心区，外滩瑞府以日均3-4套的稳定去化，持续领跑内环高端市场。1月成交突破5亿元，2月前4天再录得2亿元销售额。 这些动辄数千万甚至过亿的资产决策，集 ...

National Land Market Overview - In May, the transaction scale of land in 65 key cities increased by 16% month-on-month and 6% year-on-year, with a total of 568 transactions covering 40.39 million square meters [1] - The total land transfer revenue in May was approximately 91.07 billion yuan, a decrease of 22% month-on-month but an increase of 32% year-on-year [4][6] - The proportion of residential land transactions decreased to about 19.5%, while industrial land transactions increased to 70.7% [5] - The average floor price for residential land decreased by 32% month-on-month to 8,514 yuan per square meter, but still increased by 16% year-on-year [6] Core City Market Performance - In May, the transaction scale of residential land in 24 core cities decreased by 10% month-on-month but increased by 46% year-on-year, with a total of 66 transactions covering approximately 5.05 million square meters [15] - The average floor price for residential land in core cities was 10,856 yuan per square meter, a significant decrease of 32% month-on-month but an increase of 11% year-on-year [15] - The average premium rate for residential land in core cities fell to 9.1% in May, indicating a return to normal market conditions after a previous surge [18] Land Acquisition Trends - The proportion of land acquired by state-owned enterprises (SOEs) in May rose to 21.4%, reflecting increased confidence and activity among SOEs and private enterprises [21] - Joint land acquisition activities among SOEs and private enterprises have increased, with a rise of 8% in joint acquisition scale compared to the previous month [21] - The land acquisition activity of private enterprises has also increased in cities like Guangzhou, Chengdu, Fuzhou, Ningbo, and Chongqing, with some exceeding 60% of the total acquisition scale [21]