沉寂五年后，北京昌平东小口板块迎来首宗新增供地——东小口镇贺村地块。该地块位于五环至六环之 间，地处海淀、朝阳、昌平三区交汇处。这一新供应的出现也引出一个值得关注的现象：该板块为何长 期缺少新增住宅用地？北京商报记者实地走访了解到，这背后与地块拆迁腾退及平整工作的推进周期直 接相关。随着东小口地块入市，昌平区域新房供应格局也迎来变化。目前，昌平已形成9个楼盘在售、1 个待开的"10盘"市场局面，覆盖从刚需到改善的多元需求。在业内人士看来，新地块的入市不仅将延续 当前市场热度，其区位与配套条件，以及"好房子"建设导向，也有助于提升区域整体居住品质，形成新 房与二手房之间更为明显的品质梯度。 填补区域供应空白 东小口镇贺村地块位于五环至六环之间，地处海淀、朝阳、昌平三区交界，邻近在建地铁13B号线建材 城东站，商业配套涵盖西三旗万象汇等。中指开发云监测显示，东小口板块近五年无新房供应，上一次 土地出让为2020年的奥森ONE和奥海明月，当时销售均价约5.8万元/平方米，近期成交价格维持在5.5万 元/平方米左右。 合硕机构首席分析师郭毅表示，土地拆迁平整存在一定周期，此前该区域相关地块尚未完成这一前期环 节。她解 ...

Core Insights - The newly supplied land in the Dongxiaokou area of Changping marks the first addition in five years, indicating a shift in the local real estate landscape [1][3] - The successful land auction reflects a broader trend of increasing new housing supply in the Changping district, which is expected to enhance the overall living quality in the area [1][4] Land Supply and Market Dynamics - The Dongxiaokou Zhen He Village plot is strategically located between the Fifth and Sixth Ring Roads, near the intersection of Haidian, Chaoyang, and Changping districts, and close to the under-construction subway line 13B [3] - The last land supply in this area occurred in 2020, with previous sales averaging around 58,000 yuan per square meter, while recent transactions have stabilized around 55,000 yuan per square meter [3][4] - The Changping district has successfully auctioned five plots by November 2025, matching the total land supply for the entire previous year, with a total transaction value of 10.454 billion yuan [4] New Housing Market Characteristics - Currently, there are nine active projects in Changping, with prices ranging from approximately 39,000 yuan to 61,300 yuan per square meter, indicating a diverse market catering to various buyer needs [4][5] - New housing projects are increasingly located near major commercial centers and subway lines, leading to a significant price gap between new and second-hand homes [5][6] - The average price of new homes in the Changping Beiqijia area is around 53,900 yuan per square meter, while second-hand homes in the same area range from 18,000 to 28,000 yuan per square meter [5] Product Offerings and Consumer Preferences - The primary unit sizes for new homes in the Changping area are concentrated between 75 and 130 square meters, with a focus on three-bedroom designs to meet both first-time buyers and those seeking upgrades [8][9] - Some developers are introducing larger units to differentiate their offerings, although these larger units represent a small percentage of total inventory [9] - The trend towards higher quality housing is evident, with new projects featuring high space utilization rates and enhanced community amenities, such as fitness centers and social spaces [11][12] Quality and Value Enhancement - The introduction of "good housing" projects in Changping signifies a quality upgrade in the new housing market, with improved design and higher standards of living [11][12] - The average usable area ratio for new homes has increased to over 90%, compared to around 75% for second-hand homes, enhancing the value proposition for buyers [11][12] - The ongoing supply of quality land is expected to drive further improvements in housing quality and create a cluster effect for high-quality developments in the region [12]

Group 1 - The real estate market in Beijing experienced a significant surge in activity during March and April, with over 19,000 second-hand homes signed in March and more than 15,000 in April, indicating a strong market performance referred to as "golden March and silver April" [1][6] - The introduction of "special price" homes during the May Day holiday has proven effective for sales, with properties like a 140 square meter unit priced at 9.8 million yuan and a 93 square meter unit at 6.45 million yuan, showcasing competitive pricing in the market [2][3] - The overall market heat continued into April, with a reported 15,569 second-hand home transactions, reflecting a year-on-year increase of 16.59%, despite a month-on-month decrease of 19.05% [6][7] Group 2 - The easing of credit policies and the optimization of purchase restrictions have contributed to a recovery in buyer confidence, leading to increased demand in the housing market [6][10] - The trend of "price for volume" is expected to continue in the second-hand housing market, as inventory levels rise and sellers face pressure to reduce prices to stimulate sales [7][10] - The recent land auction activity indicates a growing interest in high-quality projects, with significant transactions such as a 12.6 billion yuan land deal in Chaoyang District, suggesting a robust outlook for future developments [9][10]