2025年第52周 Weekly 2025年12月22日-2025年12月28日（第52周），土地新增供应规模低位回升，成交规模延续年内高位， 整体土拍热度仍在年末低位徘徊。本周重点城市监测范围内，土地供应建筑面积347万平方米，环比上 升83%；成交建筑面积1627万平方米，连续3周在1600万平方米以上；本周平均溢价率为1.3%，较上 周微增0.2个百分点。 供应：本周土地供应建筑面积347平方米，环比上升83%，仍在年内低位。 一线城市本周上海有3宗宅地 供应，均在城市外围区域。本周供应含宅用地共33幅，平均容积率1.8。 本周上海供应地块中，2宗青浦区地块出让底价均在17亿元以上，其中赵巷板块宅地出让底价更高，达到 17.99亿元，地块容积率1.33，起拍楼板价2万元/平方米。地块由4宗子地块构成，其中2宗子地块容积率 低至1.02，限高20米，另两宗容积率1.8，限高40米。地块位于虹桥国际开放枢纽拓展区，距17号线嘉松 中路站约700米，可通过崧泽高架、沪渝高速快速连接市区，地块周边有百联奥莱、合生新天地等商业配 套，产业支撑方面依托嘉松中路科创走廊发展。目前周边华发虹桥四季售价在5.5万元/平方 ...

Core Insights - The land parcel is a residential site with a total area of 3.18 hectares and a planned construction area of approximately 47,750 square meters, featuring a low plot ratio of 1.5 and height restrictions of 24 meters, with some areas allowed up to 30 meters [2][4] - This land has appeared multiple times in the supply list, indicating ongoing interest and potential for development, but it has not yet been activated for bidding [4] Group 1: Land Characteristics - The site is classified as R2 residential land and is fully serviced with six connections and one leveling [2] - The architectural design must focus on creating pleasant external spaces while enhancing the cultural and quality aspects of the buildings, reflecting Chinese characteristics and the historical essence of the ancient capital [2] Group 2: Market Positioning - The low plot ratio contributes to a comfortable community environment, supported by proximity to two subway lines, including the 14th line and an under-construction branch of the 1st line [4] - The location benefits from a favorable ecological environment, being near the Garden Expo Park and national parks, which enhances its attractiveness for residential development [4] Group 3: Advantages and Disadvantages - Advantages include a well-developed living infrastructure with nearby shopping centers and a pleasant ecological setting [4] - Disadvantages consist of limited community size, irregular land shape, and the presence of many resettlement houses, which may affect the urban interface [4]

Core Viewpoint - The land supply scale has decreased week-on-week, while transaction volume has continued to rise, reaching a half-year weekly high, with a significant drop in premium rates, returning to the year's low [1]. Supply Summary - The supply of land this week was 4.26 million square meters, a 39% increase compared to the previous week [2]. - In key cities, 24 plots of residential land were supplied, with an average plot ratio of 1.81. Notably, Nanjing, Shanghai, and Wuxi had average plot ratios not exceeding 1.8 this week [2]. - Shanghai conducted seven batches of land auctions this week, with the highest total price for a plot in the Putuo District at 4.646 billion yuan, covering an area of 66,000 square meters, resulting in an average floor price of 70,000 yuan per square meter [2]. Transaction Summary - The transaction area reached 5.22 million square meters, a 54% increase week-on-week, with a transaction amount of 34.7 billion yuan, a decrease of 29% [3]. - The number of high total price and high premium transactions has decreased, with the average premium rate falling to 2.4%, the lowest level of the year [3]. - Notable transactions included a residential plot in Hangzhou with a total price of 1.91 billion yuan and a premium rate of 28%, and a plot in Nanjing that sold for 373 million yuan with a floor price of 40,000 yuan per square meter [4]. Key Transactions - In the top transactions, Hangzhou's residential plot was won by Weixing Real Estate for 1.91 billion yuan, with a floor price of 19,627 yuan per square meter and a premium rate of 28% [8]. - In Nanjing, a plot in the Gulou District was acquired by Beigu Holdings for 373 million yuan, with a floor price of 40,215 yuan per square meter and a premium rate of 33% [10]. - A high premium transaction occurred in Yongkang City, where a plot was sold for 510 million yuan, with a premium rate of 54% and an average floor price of 27,256 yuan per square meter [4].