Core Viewpoint - The land supply and demand scale in key cities has significantly decreased, with a notable drop in both supply and transaction volumes during the week of March 3 to March 9, 2025, influenced by the National People's Congress and seasonal changes in supply-demand dynamics [1][2]. Supply Summary - The total supply of land this week was 6.15 million square meters, a 34% decrease from the previous week. First and second-tier cities saw supply drop by 91% and 42% respectively, while third and fourth-tier cities experienced a 33% increase [1]. - The average plot ratio for residential land supplied this week was 2.3, with cities like Quanzhou, Haikou, and Taiyuan exceeding an average plot ratio of 2.5 [1]. - A notable land parcel in Beijing's Tongzhou district was listed with a starting total price of 2.33 billion yuan and a plot ratio of 2.5, highlighting its advantageous location and surrounding amenities [1]. Transaction Summary - Total transaction volume reached 1.26 million square meters, marking a 75% decrease week-on-week, with a transaction value of 6.5 billion yuan, down 85% [2]. - The average floor price in key cities fell by 15% to 5,138 yuan per square meter, while the average premium rate remained at 10.7%, maintaining above 10% for three consecutive weeks [2]. - In Shanghai's Jiading New Town, a residential land parcel was sold for 2.66 billion yuan with a premium rate of 30%, setting a new record for the area [3].

在重点城市高溢价地块成交带动下，平均溢价率再创新高。 今年以来，一二线城市土地市场高溢价地块频现，但三四线城市仍以底价成交为主。 据克而瑞研究中心统计，2月以来，北京、上海、杭州多宗高总价地块的高溢价成交，拉动重点监测城市平均 溢价率升至13.4%。这是自2021年7月以来平均溢价率首次突破10%。 业内人士预计，上半年重点城市土地热度有望延续，将有更多高溢价优质宅地出现，并且会蔓延到更多城市， 具备"低库存+强购买力"双重优势的区域有望率先迎来地价回暖。 重点城市平均溢价率创新高 2月，尽管土地成交面积同环比持续回落，但北京、上海、杭州迎来多宗高总价地块的高溢价成交，土地成交 金额同比上涨，平均溢价率也再创新高。 据克而瑞研究中心统计，截至2月25日，2月全国300城土地供应2702万平方米，环比下降22.6%，同比下降 36%；成交建筑面积2283万平方米，环比下降52%，同比下降6%；成交金额917亿元，同比上升39%，其中， 一线城市成交金额304亿元，环比下降4%，同比上升27%。因一二线城市优质地块成交占比上升，2月平均楼 板价达到4019元/平方米，环比上月同期增加48%。 值得注意的是，重点监 ...