新京报贝壳财经讯 （记者袁秀丽）11月21日，北京市规划和自然资源委员会网站发布了2025年第九轮拟供应商 品住宅用地清单，共涉及6宗地，土地面积约20公顷，建筑规模约36万平方米，计划于近期供应。 本轮推出的地块全部位于市场需求突出、基础设施和公共服务配套较完善的区域。从区域分布来看，中心城区占 4宗，分别为朝阳区1宗、海淀区1宗、石景山区2宗；此外，通州区与密云区各有1宗。 通州区宋庄镇丁各庄等四村城中村改造项目FZX-0703-6002地块，位于通州区宋庄镇，六环外。周边有谷德玛特 购物广场、华联购物中心（六合新村店）、北京安贞医院通州院区、宋庄文化创意公园、路县故城遗址公园等生 活配套设施。 密云区水源路南侧MY00-0104-6022、6025地块，位于密云区0104街区，六环外。周边有北京密云万象汇、燕赛 奥特莱斯购物中心、国泰百货（密云店）、北京大学第一医院密云院区、奥林公园等生活配套设施。 | 辖区 | 项目名称 | 位置 | 规划用途 | 用地规模 (公顷) | 规划地上建筑 面积(万平方米) | 出让方式 | 拟出让时间段 | | | --- | --- | --- | --- | --- ...

转自：北京日报客户端 今日，北京市规划和自然资源委员会网站发布了2025年第九轮拟供应商品住宅用地清单，共涉及6宗 地，土地面积约20公顷，建筑规模约36万平方米，上述用地拟于近期供应。 本轮推出的地块全部位于市场需求突出、基础设施和公共服务配套较完善的区域。从区域分布来看，中 心城区4宗（朝阳区1宗、海淀区1宗、石景山区2宗）、副中心及平原多点地区1宗（通州区1宗）、生态 涵养区1宗（密云区1宗）。具体如下： 朝阳区东坝乡单店区域平房区城中村改造项目1105-01地块，位于朝阳区东坝乡，五环至六环之间，邻 近地铁3号线东坝站、东坝南站。周边有万达广场、金隅嘉品Mall、北京市第一中西医结合医院（东坝 院区）、京城体育休闲公园等生活配套设施。 朝阳区东坝乡单店区域平房区城中村改造项目1105-01地块 海淀区东升镇北部片区朱房二期城中村改造项目HD00-0907-0001、0002地块，位于海淀区东升镇，五 环至六环之间，邻近地铁8号线永泰庄站。周边有清河万象汇、悦茂购物中心、奥林匹克森林公园北园 等生活配套设施。 海淀区东升镇北部片区朱房二期城中村改造项目HD00-0907-0001、0002地块 石景山区 ...

Group 1: Beijing Land Supply - Beijing has released its eighth round of proposed residential land supply for 2025, involving 9 plots covering approximately 44 hectares and a planned construction area of about 1.03 million square meters [1] - All plots are located in areas with significant market demand and well-developed infrastructure and public services, including 3 in the central urban area and 6 in sub-centers and plains [1] - The supply of high-quality land in core areas, combined with favorable housing policies, is expected to boost market confidence in high-quality residential development and related industries [1] Group 2: Chengdu Land Auction - Chengdu successfully auctioned 4 residential plots, totaling an area of 125,500 square meters and a planned construction area of approximately 239,000 square meters, with a starting total price of 1.99 billion yuan [2] - The final transaction amount reached 1.995 billion yuan, with 3 plots sold at the base price and 1 plot sold at a slight premium, reflecting a differentiation between core and non-core areas [2] - This outcome reinforces the perception of asset optimization and development certainty among real estate companies, particularly state-owned and certain private enterprises focusing on core cities [2] Group 3: China Overseas Land Financing - China Overseas Land announced that its wholly-owned subsidiary plans to issue medium-term notes not exceeding 3 billion yuan, with two varieties: one for 1 billion yuan for 3 years and another for 2 billion yuan for 5 years [3] - The issuance is likely aimed at optimizing debt structure or supporting land acquisition in core cities, given the company's past practices of using medium-term notes for project construction and liquidity [3] - The company's ability to secure low-interest financing and maintain a stable financial position will be key points of market focus [3] Group 4: CIFI Holdings Debt Restructuring - CIFI Holdings disclosed details of its overseas debt restructuring plan, which includes issuing mandatory convertible bonds (MCB) to significantly reduce debt and optimize capital structure [4] - The major shareholder's previous loan of over 500 million HKD will also be converted into equity, and a 10-year equity incentive plan will be introduced to stabilize and motivate the team post-restructuring [4] - This marks a critical phase in CIFI's overseas restructuring, with potential positive implications for its balance sheet repair and asset-light transformation [4] Group 5: Caixin Development Bankruptcy Restructuring - Caixin Development announced that the management has completed the selection of an investor for its bankruptcy restructuring, with Jiangxi Zhongjiu Natural Gas Group confirmed as the selected investor [5] - However, the restructuring investment agreement has not yet been signed, and specific terms and payment arrangements are still under negotiation [5] - The restructuring may involve changes in company control, and while daily operations are reportedly unaffected, the new investor's capital injection and business collaboration plans will be crucial for improving performance [5]

Core Insights - Beijing's Planning and Natural Resources Committee has released a list of 9 residential land plots for the eighth round of supply in 2025, covering approximately 44 hectares and a construction scale of about 1.03 million square meters, which will be supplied in the near future [1] Group 1: Land Supply Details - The newly released plots are located in areas with high market demand and well-developed infrastructure and public services [1] - The distribution of the plots includes 3 in the central urban area (1 in Haidian District and 2 in Fengtai District) and 6 in the sub-center and plain multi-point areas (1 in Tongzhou District, 2 in Changping District, and 1 each in Shunyi District, Daxing District, and the Economic Development Zone) [1] Group 2: Specific Land Plots - Haidian District: Three plots located in Shangdi Street, between the Fifth and Sixth Ring Roads, near the subway lines 13 and Changping, with mature living facilities [1] - Fengtai District: Two plots in Yuyuanying Street, between the Third and Fourth Ring Roads, close to the subway stations and with complete living facilities [2] - Fengtai District: A plot in Beigong Town for the redevelopment of a shantytown, located between the Fifth and Sixth Ring Roads, near the subway line 14 [4] - Tongzhou District: A plot in Songzhuang Town, located outside the Sixth Ring Road, with nearby shopping and healthcare facilities [6] - Shunyi District: A residential project located in Tianzhu Town, between the Fifth and Sixth Ring Roads, with convenient transportation and complete living facilities [9] - Changping District: Two plots in Beiqijia Town, between the Fifth and Sixth Ring Roads, with nearby parks and healthcare facilities [10][13] - Daxing District: A plot in Xihongmen Town, between the Fourth and Fifth Ring Roads, with nearby shopping centers and parks [14] - Economic Development Zone: A plot in Yizhuang New City, located between the Fifth and Sixth Ring Roads, with nearby parks and shopping facilities [17]

Group 1: Market Overview - The seventh batch of residential land sales in Shanghai concluded successfully, with all five plots sold for a total of 11.116 billion yuan, including a premium of 1.249 billion yuan [1] - The land auction reflects a significant change in the competitive landscape, with private enterprises like Changjiang Jinggong and Yucheng Group making their debut in Shanghai [1][2] - Shanghai's real estate market is showing signs of recovery, leading the national market, with the land market performing exceptionally well [2] Group 2: Land Auction Details - The auction included five plots in key areas such as Yangpu East Bund and Putuo Zhenru, with three plots sold at a premium [2] - Yangpu East Bund saw intense competition, with nine bidders participating in 75 rounds of bidding, resulting in a new record for floor prices in the Yangpu Central area [2] - The total transaction amount for residential land sales in Shanghai ranked first in the country for the first eight months of 2025, highlighting its status as a primary investment city [2] Group 3: Urban Planning and Development - Effective urban planning can activate land value and transform planning dividends into regional development momentum, creating a positive cycle [3] - The Yangpu East Bund and Putuo Zhenru plots are experiencing heightened interest due to ongoing urban development and planning initiatives [3] - The planning in the Zhenru sub-center has led to rapid improvements in urban interfaces and surrounding amenities, reflecting market confidence in future development prospects [3] Group 4: New Market Participants - The recent land auction attracted 18 companies, with two new private enterprises successfully acquiring plots, marking a shift in the market dynamics [4] - Changjiang Jinggong and Yucheng Group won plots in Qingpu New City and Minhang Zhuanqiao, respectively, indicating a diversification of participants in Shanghai's land market [4] Group 5: Impact of New Players - The entry of new companies is expected to influence the land acquisition landscape, introducing innovative development concepts and operational models [5] - New entrants are anticipated to inject vitality into the Shanghai real estate market, although they may face challenges in adapting to local market conditions [5]

Core Points - Beijing's Planning and Natural Resources Committee has released a list of 8 residential land parcels for the seventh round of supply in 2025, covering approximately 27 hectares and a building scale of about 630,000 square meters, set to be supplied soon [1][8] - The land parcels are strategically located near transit stations in areas with high market demand and well-developed infrastructure, including notable projects like the Qinian Street West renovation and the Yong'anli old town redevelopment [1][2] Group 1: Key Projects - The Qinian Street West renovation project is located in Dongcheng District, within the second ring road, near subway lines 5 and 7, with a land area of approximately 22,700 square meters and a planned building area of about 25,000 square meters [2][3] - The Yong'anli old town redevelopment project, located in Chaoyang District, has a land area of 34,700 square meters and a planned building area of 160,800 square meters, situated near the first subway line and the under-construction 17th line [2][3] Group 2: Additional Land Parcels - The list includes additional parcels in suburban areas, such as the Tongzhou District project near the subway line 8, with a land area of 24,700 square meters and a building area of 54,300 square meters [5][6] - Other suburban projects include those in Shunyi, Changping, Daxing, and Fangshan districts, all featuring mature living facilities and proximity to public transport [5][6]

Core Insights - The Beijing Municipal Planning and Natural Resources Committee has released a list of 8 residential land plots for 2025, covering approximately 27 hectares and a construction scale of about 630,000 square meters [1][4] - A notable highlight is the introduction of a "rare" low-density residential land in Dongcheng District, marking the first supply of residential land in the core area in over a year [1][4] - Historically, from 2020 to 2024, there was a four-year period of "zero supply" of residential land in Beijing's core areas, making this supply significant in filling the gap [1][4] Land Plot Details - Among the 8 plots, 1 is located in the core area of Dongcheng, 2 in Chaoyang, and the remaining 5 in suburban districts including Tongzhou, Shunyi, Changping, Daxing, and Fangshan, with each district having 1 plot [4][6] - The Dongcheng plot, located on the west side of Qinian Street, has a land area of 22,700 square meters and a building control scale of 25,000 square meters, significantly larger than the previous Jin Yu Chi plot [4][5] - The Qinian Street project is classified as mixed-use residential land, with the site divided into 6 smaller plots, including multifunctional land and public service facilities [4][5] Market Implications - Analysts believe that the 2025 land supply is of the highest quality this year, with significant adjustments made to the Qinian Street plot, reducing the commercial ratio and ensuring a more regular residential layout [5] - All plots are strategically located near transit stations, enhancing their market demand and infrastructure support [6][7] - The focus on transit-oriented development is expected to influence market demand positively, encouraging developers to participate and signaling a potential recovery in the real estate market [8]

Core Viewpoint - The Beijing Municipal Planning and Natural Resources Commission has released a list of eight residential land plots for supply in 2025, covering approximately 27 hectares and a building scale of about 630,000 square meters, which will be supplied in the near future [1][12]. Group 1: Land Supply Details - The eight plots are located near transit stations in areas with strong market demand and well-developed infrastructure and public services [2]. - The core area includes one plot in Dongcheng District and two plots in Chaoyang District, while five plots are in suburban areas such as Tongzhou, Shunyi, Changping, Daxing, and Fangshan [3][9]. - The Dongcheng plot, located at Qinian Street, covers approximately 22,700 square meters with a building area of about 25,000 square meters, benefiting from proximity to major hospitals and shopping centers [3][4]. Group 2: Notable Projects - The Yong'anli Old Town Reconstruction Project in Chaoyang District has appeared in previous supply lists but has not been successfully auctioned off, raising questions about its future availability [4][5]. - This project covers an area of 34,700 square meters with a planned building area of 160,800 square meters, located near key transportation and commercial hubs [4][5]. - The project is expected to include a mix of residential and commercial spaces, potentially transforming into a high-rise complex [6]. Group 3: Additional Land Plots - Other notable plots include the Songyu Li plot in Chaoyang District, which is located between the third and fourth ring roads, and the Tongzhou plot near the subway station, both of which have mature living facilities [8][10]. - The suburban plots in Shunyi, Changping, Daxing, and Fangshan also feature well-developed living amenities, indicating a strategic focus on enhancing residential options in these areas [9][11].

Core Insights - Beijing's Planning and Natural Resources Committee has released a list of 8 residential land plots for supply in 2025, covering approximately 27 hectares and a building scale of about 630,000 square meters [1] - The land plots are distributed across various regions, including 1 in the core area (Dongcheng District), 2 in the central urban area (Chaoyang District), and 5 in the sub-center and plain areas (Tongzhou, Shunyi, Changping, Daxing, and Fangshan Districts) [1] - All 8 plots are located near subway lines, with a notable plot within the second ring road of Beijing [1] Land Plot Details - The plot in Dongcheng District is located near the Tiantan Street and is adjacent to subway lines 5 and 7, with a planned above-ground building area of 25,000 square meters [1] - The surrounding area includes major hospitals and shopping centers, indicating a potentially high demand for residential properties [1] - The last residential land transaction in Dongcheng District occurred in June 2017, with a maximum selling price of 93,500 yuan per square meter [3] Noteworthy Projects - Another significant plot is the Yong'anli Old City Reconstruction Project in Chaoyang District, located within the third ring road and near the upcoming subway line 17 [4] - This area is also close to parks and commercial centers, which may enhance its attractiveness for residential development [4]

Core Viewpoint - Beijing's Planning and Natural Resources Committee has released a list of 8 residential land plots for supply in 2025, covering approximately 27 hectares and a building scale of about 630,000 square meters, aimed at meeting market demand in well-equipped areas near transit stations [1] Group 1: Land Supply Details - The land plots are strategically located around transit stations with strong market demand and well-developed infrastructure and public services [1] - The distribution includes 1 plot in the core area (Dongcheng District), 2 plots in the central urban area (Chaoyang District), and 5 plots in sub-centers and plain areas (Tongzhou, Shunyi, Changping, Daxing, and Fangshan Districts) [1] Group 2: Specific Land Projects - Dongcheng District: Qinian Dajie West Hazardous Reconstruction Project, located near multiple hospitals and shopping centers, with convenient transportation access [1] - Chaoyang District: Yong'anli Old City Reconstruction Project, situated near major parks and commercial centers, with established living facilities [3] - Chaoyang District: Songyuli CY00-0410-0001 plot, located between the third and fourth ring roads, close to shopping malls and hospitals [5] - Tongzhou District: Old City Housing (Tongrentang) Reconstruction Project, located near the Yitong Line and various local amenities [7] - Shunyi District: M15 Line Shunxi Road-Fuqian Street Land Development Project, located outside the sixth ring road, with nearby shopping and healthcare facilities [8] - Changping District: Beiqijia Town Land Development Project, located near the 17th and 18th subway lines, with access to parks and hospitals [11] - Daxing District: Xihongmen Town Land Development Project, located near the planned 19th subway line, with various shopping and recreational options [12] - Fangshan District: Beiguangyang City Housing Reconstruction Project, located near the Fangshan Line and local shopping centers [15]