2025年第34周 Weekly 2025年8月18日-2025年8月24日，第34周土地供应规模环比大幅上升，成交建面维持低位，土拍热度也 有所回落。本周重点城市监测供应土地建筑面积为487万平方米，环比上升61%，成交建筑面积为280 万平方米，环比下降6%。本周没有10亿元以上的高总价、高溢价土地成交，平均溢价率再度出现大幅 回落。 供应：本周供应建筑面积487万平方米，环比上升61%。 本周一线城市仅广州新增挂牌了1宗宅地，上海新 增挂拍均为商办用地。重点城市供应含宅用地50幅，平均容积率1.82，南通、重庆、无锡本周供应宅地平 均容积率均不高于1.5。 重点供应地块方面，成都成华区挂牌一宗高总价商住用地，该地块容积率3.0，起拍价21亿元，规划建筑面 积19.5万平方米，起拍楼板价1.08万元/平方米。地块位于八里庄-二仙桥板块，距离地铁7/17号线二仙桥站 约400米，临近蜀龙路可快速连通二环、三环，周边红仓艺术公园、二仙桥公园等生态文化配套丰富，毗 邻在建的合信K101也为小板块价值提升提供了更高发展预期。不过该项目商业面积比例接近50%，未来还 需要面对K101的直接竞争。地块东侧约1公里的二 ...

今年下半年刚开局，海南就甩出王炸！ 前脚自贸港封关时间正式落定，后脚海口土地市场就应声起飞，连续两轮推地，猛炸市场！ 7月底，第一波推介，海口一口气端出45宗、总计约2020亩土地，瞬间点燃市场热情。 还没等大家缓过神来，第二波接着炸场！8月初，海口再次推出23宗、约846亩优质地块！ 与第一轮相比，这一次推介不仅在数量上减少了22宗，总面积更是大幅"缩水"约1174亩。 | | 区域 | 地块编号 | | | | | --- | --- | --- | --- | --- | --- | | 1 | 新海港片区 | XY0201003 | 零售商业用地 | 22.47 2.5 | 50 | | 2 | 新海港片区 | XY0201004 | 城镇住宅用地 | 35.48 2.8 | 80 | | 3 | 新海港片区 | XY0201005 | 旅馆用地 | 29.82 2.8 | 80 | | 4 | 新海港片区 | XY0206017 | 零售商业用地 | 34.93 2 | 60 | | 5 | 金沙湾片区 | XY0103016 | 城镇住宅用地 | 70.44 2.5 | 60 | | 6 | 金沙 ...

Core Insights - The land market in Harbin showed significant activity in July, with a total of 7 residential land parcels sold for a total transaction amount of 2.484 billion yuan, indicating increased confidence from real estate companies in the regional market [1][8] - The return of national brand real estate companies and the occurrence of premium land transactions are two key signals of structural changes in the land market [2][3] Group 1: Market Dynamics - The active participation of national brand developers, such as Vanke, which returned to Harbin after five years, signals a strong reassessment of the long-term value of the Harbin market [3] - The competitive bidding for land has intensified, with several parcels experiencing premium transactions, such as a core parcel in Daoli District sold for 317 million yuan with a premium of 17.4% [3][4] - Local developers like Huilong Real Estate have also been active, acquiring multiple parcels, indicating a competitive landscape where both local and national firms are vying for prime locations [3][4] Group 2: Strategic Shifts - The market is witnessing a shift from scale expansion to quality competition, with high-quality projects dominating sales, reflecting a change in land reserve strategies among developers [4][5] - The focus on improving product quality is evident, as developers are adjusting their land acquisition strategies based on product positioning rather than pursuing blind expansion [4][5] Group 3: Regional Trends - The demand for improved housing is driving regional differentiation, with several parcels specifically targeting improvement-seeking buyers, such as low-density developments in Songbei District [7] - Core areas like Nangang and Daoli continue to attract interest due to their mature infrastructure, while emerging areas like Songbei and Xiangfang are gaining traction through urban renewal projects [7][8] - The land market is expected to maintain a trend of concentrated supply, with key areas like Haxi and Qunli becoming focal points for competition in the second half of the year [7][8]

2025年第32周 Weekly 2025年8月4日-2025年8月10日，第32周土地供应规模环比回落，供应、成交规模均环比回落，溢价率环比回 升，但仍在年内低位。本周重点城市监测供应建筑面积为278万平方米，环比下降35%，成交建筑面积318万 平方米，环比下降39%。本周溢价率稍有回升，周内深圳2宗宅地高溢价成交，但大多数二三线城市土拍均为 底价或低溢价成交。 供应： 本周供应建筑面积278万平方米，环比回落35%。 本周一线城市没有新增宅地供应，重 点城市供应含宅用地 37幅，平均容积率1.98，合肥、济南、宁波本周供应宅地平均容积率均不高于2.0。 重点供应地块方面，本周宁波挂牌一宗低密度商住地块，地块位于鄞州区，容积率1.6，总规划建面7.4万平方米，要 求配建商业面积至少3500平方米。地块出让底价10亿元，住宅部分起拍楼板价1.6万元/平方米，商业部分起拍楼板价 4100元/平方米，商业部分由政府回购，回购价8000元/平方米，非人防车位5万元/个。住宅部分要求按"四代宅"标准 建设，需建设空中绿化平台。地块处于鄞州核心地段钟公庙街道， 为城市更新试点项目，规划低容改善型产品， 且 临近后庙直 ...

Investment Rating - The report indicates a positive investment outlook for the Chinese real estate sector, highlighting a significant increase in land transaction volumes and prices, particularly in major cities like Shanghai and Suzhou [3][4][5]. Core Insights - The weekly premium rate has reached a new high in nearly four months, with Shanghai setting a national record for land prices at 200,000 yuan per square meter [3][4]. - The total area of land supplied this week was 3.05 million square meters, a decrease of 42% compared to the previous week, while the transaction area increased by 35% to 3.38 million square meters [4][5]. - The average premium rate for land transactions rose to 16.2%, marking the highest level since April 2025, driven by high premium land sales in cities like Shanghai, Shenzhen, and Hangzhou [5][6]. Summary by Sections Supply - The report notes a total land supply of 3.05 million square meters, down 42% week-on-week, with 24 residential land plots offered in key cities, averaging a plot ratio of 2.14 [4]. - Specific notable land offerings include a residential plot in Beijing with a starting price of 1.03 billion yuan and a plot ratio of 1.6, located in a desirable area with good transportation links [4]. Transactions - The total transaction area was 3.38 million square meters, with a transaction value of 48.5 billion yuan, reflecting a 251% increase week-on-week [5]. - Shanghai's land auction saw significant activity, with multiple high-premium plots sold, including a residential plot in Hongkou District with a premium rate of 46.33% [6][12]. Price Records - Shanghai's Xuhui District set a new national record for land price at 200,000 yuan per square meter, while Suzhou also recorded a new high for residential land prices at 65,000 yuan per square meter [6][7]. - The report highlights that the average transaction price for new homes in Beijing has exceeded 70,000 yuan per square meter [4].

CRIC 克而瑞·研究中心 中国房地产 士地周报 供应:本周供应建筑面积 527 万平方米,环比上升 65%。本周重点城市供应含宅用地 55 幅,平 均容积率 1.99,南通、太仓、成都本周供应宅地平均容积率均不高于 1.6。 重点供应地块方面,深圳市７月16日宝安区挂牌一宗宅地,出让底价 64.09 亿元,总建筑面积 14.5 万平方米，起拍楼板价 4.42 万元/平方米。该地块曾于 4 月 30 日出让，起始价 86.27 亿元, 后官宣中止出让。本次出让进行了规划调整,大幅降低商业用地配比,将容积率从原来的 5.7 降低 至 3.4，商业部分 18350 平方米限整体转让。该地块是宝中片区近年来最临近海岸线的集中连片净 地,周边文体、商业、教育、医疗、交通等配套较为成熟,临近高端住宅售价可达 11 万元/平方米 以上。 成交:成交建筑面积 251 万平方米,环比上升 12%，成交金额 138 亿元,环比下降 5%。本周深 圳再度成交了一宗高溢价宅地,再加之杭州高溢价地块的成交,带动平均溢价率上升至 12.2%,重 回年内高位。 深圳本周又成交了一宗高溢价宅地,该地块位于南山区前海板块,出让底价 11.5 ...

Report Summary 1. Report Industry Investment Rating No relevant content provided. 2. Core View of the Report From June 30 to July 6, 2025 (Week 27), the land supply scale in key cities increased significantly for two consecutive weeks, while the transaction scale decreased but remained at a high level for the year. The average premium rate dropped to a recent low. The supply of high - quality plots decreased, leading to a decline in the average premium rate [4]. 3. Summary by Related Catalogs Supply - The supply construction area this week was 6.8 million square meters, a 26% week - on - week increase, continuing the seasonal rise in mid - year. There were 76 residential - included plots supplied in key cities, with an average plot ratio of 1.99. The average plot ratios of residential land supplied in Nanjing, Nantong, Hefei, and Tianjin were all no higher than 2.0 [4]. - In Shenzhen, a residential plot in Longhua District was listed, with a base price of 1.906 billion yuan, a plot ratio of 3.1, a planned construction area of 68,000 square meters, and a starting floor price of 28,000 yuan per square meter. The plot is adjacent to a subway station with mature surrounding facilities [5]. - Nanjing listed 16 residential plots, with a total construction area of 709,000 square meters and a total starting base price of 7.25 billion yuan. The highest starting floor price was 30,000 yuan per square meter for a plot in Gulou, and the highest base price was 1.71 billion yuan for a plot in Jiangbei New Area [6]. Transaction - The transaction construction area was 5.56 million square meters, a 11% week - on - week decrease. The transaction amount was 39.2 billion yuan, a 26% week - on - week decrease. The average premium rate dropped to 3.3% [4][6]. - In Chengdu, a plot in Jinniu District was sold at a 24% premium rate, with a transaction floor price of 20,000 yuan per square meter. In Wuhan, a plot in Jiang'an District was won by Greentown at a transaction floor price of 28,000 yuan per square meter, ranking second in Wuhan's residential floor price records [7]. Top 5 Plots - **Unit Price TOP5**: The top 5 plots in terms of unit price included those in Guangzhou, Wuhan, Fuzhou, and Tianjin. The highest unit price was 30,000 yuan per square meter for a plot in Guangzhou, and the highest premium rate was 54% for a plot in Wuhan [13]. - **Total Price TOP5**: The top 5 plots in terms of total price included those in Fuzhou, Guangzhou, and Chengdu. The highest total price - related information was not clearly presented, and some plots had a 0% premium rate [15].

今年东莞第三宗住宅用地正式挂牌！8月5日，东莞市公共资源交易网信息显示，位于黄江镇田心社区一 宗占地面积约34897平方米的住宅用地正式挂牌。需要指出的是，该地块为安置房项目用地，住宅和商 业物业设定购买价格为13652元/平方米，产权车位设定购买价格为14万元/个。 记者了解到，该地块位于黄江镇田心社区，面积约34897.52平方米，起始价51236万元。该宗地建设项 目须在2026年10月4日前开工，在2029年4月4日前竣工，开发建设期为30个月。 根据规划建设要求，宗地权利人须在宗地内无偿配建一所独立占地不少于1800平方米、建筑面积不少于 1879.2平方米、办学规模为6个班的幼儿园。此外，宗地权利人还须在宗地内无偿配建一处建筑面积不 少于60平方米的老年人日间照料中心。 东莞市公共资源交易网挂牌文件明确指出，该宗地为黄江镇政府统筹安置房项目用地。其中住宅和商业 物业设定购买价格为13652元/平方米，产权车位设定购买价格为14万元/个。 记者还注意到，近日东莞市自然资源局发布的《东莞市土地储备三年（2025—2027）滚动计划及2025年 度土地储备计划》就已披露，今年东莞计划供应13宗居住用地， ...

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].

据悉，这块宅地也被业内称为"迷你地块"，土地面积约1.9万平方米。此前，由深圳联粤房地产开发有 限公司拿下的一块宅地溢价率高达46.55%，也是一宗"迷你地块"，土地面积约1.09万平方米，建筑面积 为2.72万平方米。 近段时间以来，多个城市积极推出小地块，供地策略有所转向。8月4日，深圳宝安沙井一宗住宅用地出 让，吸引了四家房企激烈角逐，最终由绿城以总价12.15亿元竞得，折合楼面价约每平方米20363元，溢 价率约11.5%。 作为房地产市场的关键上游，土地市场的供应规模、成交价格以及政策调控走向均对市场产生深远影 响。与北上广等其他一线城市相比，深圳上半年宅地出让数量相对较少，但近期出让数量已经显著回 升。业内人士普遍认为，这一变化是深圳积极应对市场下行压力，主动调整土地供应策略的有力举措。 事实上，自今年5月以来，深圳住宅用地供应节奏明显加快，思路也有了较大转变，新增地块大多位于 所属区域核心板块，且容积率低、体量较小。 7月30日，南京举行新一轮集中供地，共出让13宗涉宅用地，体量小、区位优的"迷你地块"受到青睐。 具体来看，热度最高的地块为鼓楼区江汉东街地块，该地块建设用地面积仅4216平方米， ...