智通财经APP获悉，克而瑞地产研究发文称，2026年2月，土地成交规模仍处在季节性低位，但土拍热度明显回升。土地供应方面，截至 2026年2月25日，本月土地供应建筑面积为3202万平方米，环比下降4.7%，同比下降18.5%。本月监测城市平均供地容积率为1.90，优质低 密宅地始终为供应主力。目前大多数城市仍处于2026年供地计划编制阶段，尚未正式对外发布，2月土地供应规模维持季节性低位。据中国 土地市场网披露，截至目前仅20个县市公布2026年供地计划，远低于2025年全年1301个城市的发布数量。 二线城市方面，本月各城市出让地块底价均在50亿元以下，杭州、成都、苏州等重点城市尚未恢复供地节奏。本月出让底价最高的地块来 自沈阳沈河区，起拍价11.1亿元，容积率1.1，起拍楼板价7200元/平方米。地块处于浑南奥体成熟板块，周边交通、医疗、商业、教育配套 成熟，周边新房市场以改善型产品为主，房价可达到2万元/平方米左右。 至截稿时，一线城市中北京、上海有宅地挂牌。本月上海进行了2026年首次住宅用地挂牌，分别位于徐汇、嘉定、青浦，合计出让底价 66.44亿元。 三线城市方面，本月出让宅地大多为容积率不高的 ...

商业用地方面，考虑到非住宅物业市场空置率、现时及未来供求情况，政府来年继续不推售一般商业用 地。另外，港投公司将会与区域和国际长期资本合作，引导资金投向符合香港产业定位的优质商业物业 项目，并把有关项目与目标行业的企业对接。 发展局正邀请市场就三幅发展专上教育学生宿舍的用地提交意向书，视乎市场反应推售相关土地。（新 浪财经香港站） 香港财政司司长陈茂波在2026-27财年财政预算案中表示，未来五年，香港会准备可供兴建约九万八千 个私营房屋单位的土地。 来年卖地表包括九幅住宅用地，加上铁路物业发展、市区重建局（市建局）及私人发展和重建项目，预 计全年的潜在土地供应可供兴建约二万二千多个单位。 陈茂波特别强调，用地的具体推售安排，会审慎参考市场和其他情况按季公布，让市场平稳发展。 来年卖地表包括九幅住宅用地，加上铁路物业发展、市区重建局（市建局）及私人发展和重建项目，预 计全年的潜在土地供应可供兴建约二万二千多个单位。 陈茂波特别强调，用地的具体推售安排，会审慎参考市场和其他情况按季公布，让市场平稳发展。 商业用地方面，考虑到非住宅物业市场空置率、现时及未来供求情况，政府来年继续不推售一般商业用 地。另外，港投公 ...

2月3日，北京市规划和自然资源委员会网站发布了2026年第一轮拟供应商品住宅用地清单，共涉及5宗地，其中顺义区2宗地，分别为胡各庄土地一级开发 项目05-02-21-1地块、河东站土地一级开发项目0037地块，用地规模共70.65亩，规划用途均为R2二类居住用地，拟于近期供应。 昨日，北京市规划和自然资源委员会网站发布了2026年第一轮拟供应商品住宅用地清单，其中顺义两宗地。（网络配图） 顺义区胡各庄土地一级开发项目05-02-21-1地块位于顺义区仁和镇，用地规模1.57公顷，规划用途为R2二类居住用地，规划地上建筑面积2.26万平方米。 周边有上品+城市奥莱顺义店、北京儿童医院顺义妇儿医院、仁和公园等生活配套设施。 顺义区河东站土地一级开发项目0037地块用地规模3.14公顷，拟于近期供应。 | | | 基本信息 | | | --- | --- | --- | --- | | 辖区: | 顺义区 | 位置: | 顺义区仁和镇 | | 规划用途: | R2二类居住用地 | 用地规模(公顷): | 1.57 | | 规划地上建筑面积 (万平方米): | 2.26 | 出让方式: | 挂牌出让 | | | | ...

本报记者 陈潇 2月3日，北京完成今年首场土地出让，石景山、通州、顺义三宗住宅用地均以底价成交，合计成交金额 57.62亿元。此外，还有一宗商业用地以28亿元成交。以此计算，北京2026年首场土拍合计揽金85.62亿 元。 从成交情况看，三宗住宅用地在区位条件、产品定位及开发难度上各有差异，房企拿地态度更趋理性。 其中，石景山新首钢核心区地块被北京首钢房地产开发有限公司（以下简称"首钢地产"）以13.9亿元摘 得。该宗地为二类居住用地，土地面积约1.66公顷，规划建筑面积3.66万平方米，容积率2.2，楼面价约 3.8万元/平方米。 中指研究院土地市场研究负责人张凯向《证券日报》记者表示："该地块紧邻地铁11号线新首钢站，两 站即可换乘6号线和1号线，属于典型的临铁项目。规划条件明确提出，建筑需与首钢园区工业风貌相协 调，立面应公建化，并考虑与北侧工业遗存煤仓的空间关系。" 此外，海淀区蓝景丽家收储项目地块B4综合性商业金融服务业用地，被字节跳动旗下公司以28亿元竞 得。 值得关注的是，本次土拍全部以底价成交。业内普遍认为，这体现了土地市场回归理性运行。 "这延续了2025年以来北京土地市场'量减价稳'的整体 ...

本次出让的石景山区1609街区新首钢核心区SS00-1609-0012地块R2二类居住用地，被首钢地产以13.9亿 元底价摘得。 该地块土地面积约1.66公顷，规划建筑面积3.66万平方米，容积率2.2，楼面价约3.8万元/平方米。地块 紧邻地铁11号线新首钢站，两站换乘6号线和1号线，属于典型的临铁项目。规划条件中明确提出，建筑 需与首钢园区工业风貌协调，立面应公建化，并考虑与北侧工业遗存煤仓的空间关系。 中指研究院土地市场研究负责人张凯告诉《中国经营报》记者，相比周边在售项目元玺2.74万元/平方 米的楼面价，本地块价格高出近1万元/平方米，同时石景山板块当前项目扎堆库存量整体较高，未来销 售或面临市场考验。 首钢地产拿地当天即发布案名——首钢·璟瑞长安。在此次拿地之前，首钢地产在该板块还布局有石景 山首个好房子项目首钢·璟悦长安。 中经记者 吴静 卢志坤 北京报道 2026年2月3日，北京完成今年首场土地拍卖，石景山、通州、顺义三宗住宅用地共揽金57.62亿元。 本次出让地块整体市场表现平淡，未出现溢价竞争，与去年年初高溢价抢拍现象形成对比。 值得注意的是，北京土地供应持续缩量，2026年商品住宅用地计 ...

浦东新区Y00-0402单元E04B-10地块位于高行镇，北接外高桥自贸区、南邻金桥开发区，西瞰黄浦江岸线，是连通多个重要 功能板块的战略枢纽。本次出让地块面积2.69公顷，建筑面积6.73万平方米，土地用途为普通商品房，共1位竞买人报名。该 地块起始总价256086.00万元，起始楼面单价38034.99元/平方米，以起始价成交，竞得人上海樾恒企业管理有限公司。 闵行紫竹地块周边情况。图片来自上海土地交易市场 闵行区此次出让的为组合地块MHP0-1005单元14-07地块、14-09地块、06-18地块及06-19地块部分地下空间，位于紫竹科学 园区，靠近"大零号湾"科技创新策源功能区。该地块规划用途为普通商品房、商业用地，面积6.23公顷，建筑面积6.01万平 方米，共2人报名，起始总价200869万元，起始楼面单价33440.20元/平方米，以起始价成交，竞得人上海紫都置业发展有限 公司、上海紫竹半岛地产有限公司。 刚刚进入2026年，上海土地交易市场传出消息。1月6日上午，浦东、闵行两幅宅地顺利完成拍卖，成交总价约45.7亿元，迎 来新年土拍市场"开门红"。 这两幅地块分别为浦东新区Y00-0402单 ...

Core Viewpoint - The Shanghai land market continues its trend of "one auction per month" into 2026, with a focus on multiple small batch releases, as evidenced by the successful auction of two residential plots in January 2026, which were sold at their starting prices [1][8]. Group 1: Auction Details - The first land auction of 2026 in Shanghai took place on January 6, featuring two residential plots in Pudong and Minhang, with a total starting price of approximately 4.57 billion yuan [1]. - Both plots were successfully sold at their base prices, with Yuexiu Property acquiring one for 2.56 billion yuan and Zhijiang Group for 2.01 billion yuan [1][6]. - The Pudong plot is notable as it is the first residential land released in the Senlan area since the introduction of the "good housing" policy, covering an area of approximately 2.69 hectares with a floor area ratio of 2.5 [5][6]. Group 2: Market Trends and Predictions - According to Zhang Wenjing from the China Index Academy, the current market is in a traditional off-peak season, leading to reduced enthusiasm among developers for land acquisition [1]. - It is anticipated that the pace of land acquisition will remain stable in the short term, with the release of quality plots in core areas expected to boost market participation [1]. - The auction results indicate a trend where major state-owned enterprises like China Resources, Poly, and China Merchants did not participate, highlighting a shift in market dynamics [4][5]. Group 3: Historical Context and Future Outlook - The 2025 Shanghai land market was characterized by high competition and record-breaking land prices, with a total land sale revenue of approximately 245.3 billion yuan [9][12]. - The year 2025 saw significant land price increases, with several plots achieving premium rates above 40%, and the highest premium reaching 46% [10]. - The trend of increasing participation from private enterprises in the land market is noted, with local firms like Dahua Group actively acquiring plots [12][13].

Core Insights - The land auction in Guiyang from December 10 to 11 resulted in the successful sale of 30 plots, generating over 6.6 billion yuan, indicating a vibrant year-end land market that injects new momentum into urban development [1][20]. Group 1: Auction Overview - A total of 16 plots were sold on December 10, with a total transaction value of 4.1 billion yuan, covering various uses including residential, commercial, and financial [1][20]. - On December 11, 14 plots were sold, generating over 2.5 billion yuan, with diverse land uses including residential, commercial, and industrial [1][20]. Group 2: Key Areas and Transactions - Gui'an New District stood out with 6 plots sold in Hu Chao Township, showcasing its importance as a new development engine for Guiyang, with participation from multiple digital technology companies and developers [3][22]. - The highest transaction on December 10 was a plot in the Guanshanhu District, sold for 919 million yuan, covering an area of 137,562.67 square meters [4][23]. - In the Huaxi District, a hotel land plot was sold for 760,000 yuan, covering 4,493 square meters, which is expected to boost local tourism [28]. Group 3: Notable Transactions - The most expensive residential land plot was in the Huaxi District, sold for 828 million yuan, covering 132,420 square meters, acquired by Guiyang Huaxi Fuyuan Real Estate Co., Ltd [30]. - In the Yunyan District, three plots were sold, with one plot in the Sanma area fetching 239 million yuan, indicating sustained value in core areas [26]. - The Baihua Avenue plot was sold for 180 million yuan, acquired by Qianlinlong Company, covering an area of 17,548.67 square meters [27].

Core Insights - Fuzhou Economic and Technological Development Zone Construction Development Co., Ltd. won a land auction for a 22.49-acre plot in the Kuai'an area at a base price of 83.3 million yuan, with a floor price of approximately 4,956.9 yuan per square meter [1][3]. Group 1: Land Auction Details - The total area of the land plot is 14,996.54 square meters, with an actual transfer area of 14,003.98 square meters designated for commercial use [3]. - The starting price for the land was set at 83.3 million yuan, and the plot has a floor area ratio of 1.2 and a maximum building height of 24 meters [3]. Group 2: Location and Market Context - The land is located in the core of the Kuai'an area, adjacent to the under-construction Fuzhou Metro Line 2 extension at the Kuiqi Station, surrounded by several mid-to-high-end residential communities, indicating strong purchasing power in the area [6]. Group 3: Company Background - Fuzhou Economic and Technological Development Zone Construction Development Co., Ltd. is a subsidiary of the Fuzhou Mawei District State-owned Assets Service Center, established on March 28, 2013, with a registered capital of 206 million yuan, primarily engaged in construction engineering and real estate development [8].

Core Points - The Jiangxi Provincial Public Resources Trading Platform has announced the auction of four residential land parcels in Nanchang County, scheduled for December 19, 2025 [1][4][5]. Group 1: Auction Details - The auction will feature four plots of residential land with starting prices ranging from 311 million yuan to 404 million yuan per acre [1][5]. - The plots are designated for residential use with a lease term of 70 years [10][15][20]. - The auction will begin at different times on December 19, 2025, with the first plot starting at 10:00 AM [1][5]. Group 2: Financial Requirements - The required deposit for the plots ranges from 1.705 million yuan to 5.638 million yuan [1][5][16]. - The bidding increments are set at 10,000 yuan per acre [5][11][16]. Group 3: Development Requirements - Each plot must include community service facilities, elderly care services, and childcare centers, with specific minimum areas for each type of facility [7][13][18][23]. - The residential buildings along the main roads must have a public building facade treatment [7][18][23]. Group 4: Land Characteristics - The plots have varying floor area ratios (FAR) and building density requirements, with most plots having a FAR between 1.0 and 2.0 and a building density of less than 32% [4][10][15][20]. - Green space ratios are mandated to be at least 30% for most plots [10][15][20].