据中指研究院监测，截至8月18日，各地公示拟使用专项债券收回收购存量闲置土地的数量已超4300 宗，拟收储用地面积超2.2亿平方米，其中多省市已发或将要发行相应专项债券合计超1500亿元，占拟 收储总金额的27%。广东省发行金额377亿元，居首位。 专项债收回收购存量闲置土地取得新进展。 业内人士认为，用于收购存量闲置土地的专项债实际发行仍集中于"自审自发"试点地区，其余省市专项 债发行有待提速。若接下来非"自审自发"地区能实现新的突破，预计也将进一步提振市场预期，更好的 改善市场供求关系。 各地公示拟用专项债收地金额超5500亿元 其中，广东省发行377亿元，居首位；湖南省发行5次，合计307亿元，位居第二。各城市中，长沙发行 专项债金额超90亿元，位居各城市首位，一二线城市合计发行约320亿元，约占总发行金额的21%。 中指研究院政策研究总监陈文静指出，用于收购存量闲置土地的专项债实际发行规模占比低，仍集中 于"自审自发"试点地区，其余省市专项债发行有待提速。2月末以来，各地陆续发行专项债券用于收回 收购存量闲置土地，已发行的地区均为专项债"自审自发"试点地区，非"自审自发"试点地区尚未发行相 关专项债， ...

专项债收回收购存量闲置土地取得新进展。 据中指研究院监测，截至8月18日，各地公示拟使用专项债券收回收购存量闲置土地的数量已超4300宗，拟收储用地面积超2.2亿平方米，其中多省市已发或将要发 行相应专项债券合计超1500亿元，占拟收储总金额的27%。广东省发行金额377亿元，居首位。 业内人士认为，用于收购存量闲置土地的专项债实际发行仍集中于"自审自发"试点地区，其余省市专项债发行有待提速。若接下来非"自审自发"地区能实现新的突 破，预计也将进一步提振市场预期，更好的改善市场供求关系。 "另外，截至8月18日，各地累计发行新增专项债券约2.88万亿元，已发行用于收回收购存量闲置土地的专项债仅占约5.2%。"陈文静表示，今年我国安排地方政府 新增专项债券额度为4.4万亿元，已发行接近70%，若按相同占比计算，后续新增专项债券中用于收购存量闲置土地的金额约800亿元，全年合计约2300亿元。6月 13日国常会中明确提出"要对全国房地产已供土地和在建项目进行摸底"，有利于针对性优化相关政策，加速各地推进收回收购存量闲置土地，若接下来非"自审自 发"地区能实现新的突破，预计也将进一步提振市场预期，更好的改善市场供求 ...

智通财经APP获悉，收回收购存量闲置土地是今年以来中央及地方去库存的重要抓手，期间配套政策不断完善，专项债收回 收购存量闲置土地取得新的进展，根据中指监测，截至8月18日，各地公示拟使用专项债券收回收购存量闲置土地的数量已超 4300宗，拟收储用地面积超2.2亿平方米，其中多省市已发或将要发行相应专项债券合计超1500亿元。 01 公示情况：各地公示拟使用专项债收购土地金额超5500亿元，广东仍为拟收储规模最大的省份 根据中指不完全统计，截至8月18日，全国各地公示拟使用专项债收回收购存量闲置土地的数量超4300宗，总用地面积超2.2亿 平方米，总金额超5500亿元。 表：各省市拟使用专项债收购存量闲置土地的规模(截至8月18日) 注：数据为不完全统计，已发行专项债的项目亦统计在内。数据来源：各地自然资源局等官方网站，中指数据CREIS 从不同地区来看，31个省市中有26个省市公示拟使用专项债收购存量土地情况，其中广东省公示拟收储总金额近790亿元，位 居第一;浙江公示金额超600亿元。各城市中，重庆拟收储金额达533.8亿元，收储用地面积超1815万平方米，均居首位，杭 州、郑州拟收储金额均超150亿元;各 ...

Core Viewpoint - The recent acceleration in the use of special bonds to acquire idle land across multiple regions is aimed at reducing market land inventory, improving land supply-demand relationships, enhancing liquidity for local governments and enterprises, and stabilizing the real estate market [1][2]. Group 1: Special Bond Usage and Land Acquisition - Nearly 3,000 parcels of idle land are set to be acquired using special bonds, covering over 133 million square meters, with a total acquisition amount exceeding 350 billion yuan [2][3]. - The pace of public announcements for land acquisition using special bonds has significantly increased, with over 1,500 parcels announced in April alone, surpassing the total for the first three months of the year [2][3]. - The majority of the land parcels targeted for acquisition (over 80%) belong to local state-owned enterprises, while central and private enterprises account for less than 20% [3][4]. Group 2: Regional and City-Level Insights - 23 provincial-level regions have publicly announced plans to use special bonds for land acquisition, with Guangdong leading at over 65 billion yuan in proposed acquisitions [4][5]. - In major cities, 476 parcels have been announced for acquisition, with a total proposed amount exceeding 91 billion yuan, representing approximately 25.6% of the overall proposed acquisition amount [5]. - The actual issuance of special bonds for land acquisition remains relatively small, with only five provinces having issued bonds totaling nearly 55 billion yuan, which is less than one-fifth of the proposed acquisition amounts [5].

Core Viewpoint - The article highlights a significant increase in the scale of land acquisition using special bonds by local governments since the second quarter, indicating a strategic move to address inventory pressures in the real estate market [1][4]. Summary by Sections Special Bond Land Acquisition Growth - Since the beginning of 2023, the scale of land acquisition using special bonds has been increasing monthly, with 171 cities announcing plans totaling 391.8 billion yuan and covering 6,565 hectares as of May 13 [2][5]. - In April alone, the area of land announced for acquisition reached 7,198 hectares, with a monetary value of 173 billion yuan, surpassing the total for the first quarter [2][5]. Impact on New Housing Market - If the announced land acquisition plans are realized, it could lead to a 54% year-on-year increase in new housing transaction volume for the first four months of 2025, reducing the national new housing inventory cycle by over two months [3][10]. - The theoretical building area from the planned acquisition exceeds 130 million square meters, which is more than half of the estimated new housing sales for the same period [10]. Regional Analysis - The majority of the planned land acquisitions are concentrated in third and fourth-tier cities, which account for 84% of the total area and 74% of the total acquisition cost [8]. - Among the cities, Zhengzhou leads with a planned acquisition of 273 hectares, while Xi'an has the highest total acquisition cost at 12.56 billion yuan [8][12]. Recommendations for Policy Optimization - The article suggests that local governments should expedite the conversion of "planned acquisitions" into "completed acquisitions" to enhance market stability [13]. - It also emphasizes the need for a transparent information mechanism to better identify inventory pressure across different urban areas, facilitating targeted policy measures [13].