2025.05. 24 本文字数：912，阅读时长大约1.5分钟 作者 | 第一财经 郑娜 万科旗下 又一项目被地方国企整体接盘收储。 5月22日，杭州城投对外披露的一则收储消息显示，杭州市安居集团完成对万科河语光年府2幢房屋 不动产权转移登记。这也是杭州市本级首个收购存量商品房用作保障性住房项目落地。 此次杭州安居集团收购的楼栋，则是上述万科需自持的部分。公开信息显示，该幢楼在交付后未对外 出租。 杭州贝壳研究院院长上官剑向第一财经表示，自持商品房是杭州于2017年提出增加租赁房源的重要 途径之一，即土地拍卖溢价率达到一定比例时，转入竞拍自持比例的规则，明确自持商品房屋用于租 赁。企业自持商品房持有年限应与土地出让年限保持一致，即70年。如今，杭州安居集团将该项目 的自持楼栋收储，相当于万科直接将手中的资产快速变现，加快其资金周转速度。 杭州安居集团方面未披露此次收购的具体价格，但根据其2024年10月发布的收储征集通告，收购价 格以同地段重置价格为参考上限，即划拨土地成本和建安成本、加不超过5%的利润。在参考上限确 定后，由实施主体结合房源品质、同地段租金收入或配售价格，并结合各项经营成本费用，综合考虑 ...

Core Viewpoint - Vanke's property, He Yu Guang Nian Fu, has been acquired by Hangzhou Anju Group for the purpose of transforming it into affordable rental housing, marking a significant step in the city's initiative to increase rental housing supply [2][3]. Group 1: Acquisition Details - Hangzhou Anju Group completed the acquisition of Vanke's He Yu Guang Nian Fu, specifically building 2, which consists of 75 units, each ranging from 50 to 60 square meters, totaling a construction area of 4,152.3 square meters [2]. - The building is currently in a bare-shell condition and is expected to be converted into serviced apartments aimed at middle to high-end white-collar workers, with an anticipated completion date of late 2025 [2][3]. Group 2: Market Context - The He Yu Guang Nian Fu project was highly competitive during its land acquisition in January 2021, with Vanke winning the bid at a price of 4.06 billion yuan, resulting in a floor price of approximately 28,600 yuan per square meter and a premium rate of 29.71% [2]. - The project initially launched in July 2021 with a capped selling price of 38,000 yuan per square meter, attracting over 6,400 customer registrations for around 199 units, indicating strong market demand [3]. Group 3: Strategic Implications - The acquisition allows Vanke to quickly monetize its assets and enhance its cash flow, as the self-owned portion of the property had not been rented out since its delivery [3]. - The self-owned housing policy in Hangzhou, initiated in 2017, aims to increase rental housing supply by requiring developers to retain a portion of their properties for rental purposes, aligning with the city's long-term housing strategy [3].