Core Viewpoint - The Guangzhou land market is becoming active as it enters the traditional "golden September and silver October," with significant transactions indicating confidence in the city's real estate sector [1][3]. Group 1: Land Transactions - Xiamen Guomao Real Estate successfully acquired a residential land parcel in Guangzhou's Liwan District for 506 million yuan, marking the first residential land transaction in September 2023 [1]. - The land parcel has a floor price of approximately 21,500 yuan per square meter and a total construction area of about 23,500 square meters, with a plot ratio of 3 [1][3]. - This transaction is notable as it represents a new player in the Guangzhou market, contrasting with previous acquisitions predominantly by local state-owned enterprises and central enterprises [1][3]. Group 2: Market Dynamics - The Guangzhou land market is accelerating the release of new land parcels, with multiple announcements made in early September, including several high-quality plots [6][7]. - The market is expected to see more advantageous residential land offerings, which could invigorate market activity [7][8]. - The overall performance of the Guangzhou real estate market has shown signs of recovery, with new home transactions increasing by nearly 17% year-on-year in the first half of 2023 [9]. Group 3: Company Performance - Guomao Real Estate has been actively investing in Guangzhou, with a notable acquisition in May 2023 for 2.482 billion yuan, reflecting a 15% premium and a floor price of 24,700 yuan per square meter [4]. - The company reported a significant sales increase, achieving 25.41 billion yuan in sales in the first eight months of 2023, placing it among the top 20 real estate firms [4]. - As a member of the "three swordsmen" of Fujian state-owned enterprises, Guomao Real Estate's aggressive land acquisition strategy indicates strong confidence in the city's development [4].

Core Viewpoint - The Guangzhou land market is becoming active as it enters the traditional "Golden September and Silver October" period, with significant transactions indicating confidence in the city's real estate sector [1][5]. Group 1: Land Transactions - On September 2, Xiamen Guomao Real Estate successfully acquired a residential land parcel in Guangzhou's Liwan District for a base price of 506 million yuan, with a floor price of approximately 21,500 yuan per square meter, marking the first residential land transaction in Guangzhou for September [1][3]. - The acquired land is the first residential land sold in the Shiwetang area of Liwan District in two years, located near the core development area of Baie Tan, enhancing its attractiveness [3]. - The land's proximity to the subway and key urban areas is expected to boost its value, with the potential for a profitable project given the surrounding second-hand housing prices averaging around 40,000 yuan per square meter [3][4]. Group 2: Market Trends - The Guangzhou land market is accelerating the pace of new land releases, with multiple parcels being listed for sale in early September, indicating a robust supply of quality land [7]. - In the first eight months of 2023, Xiamen Guomao's sales reached 25.41 billion yuan, placing it among the top 20 real estate companies, reflecting a strong growth trajectory [4]. - The overall market performance in Guangzhou shows a recovery in the second half of the year, with new housing transactions increasing by nearly 17% year-on-year in the first half, although the market has shown signs of cooling recently [8]. Group 3: Future Outlook - Analysts predict that the upcoming release of more high-quality residential land will invigorate the market, with expectations of a positive impact on future land transactions [7]. - The efforts by various real estate companies to stabilize prices and encourage purchases are seen as crucial for maintaining market confidence and promoting a healthy cycle in the industry [8].

外地国企加码投资广州土地市场，是对广州信心的印证。 进入传统的"金九银十"，广州土地市场开始活跃。 9月2日上午，厦门国贸（600755）地产以5.06亿元底价成功竞得广州荔湾区一宗地块，成交楼面价约 2.15万元/平方米，是今年9月广州首宗成交的住宅用地。这是一宗小型地块，宗地面积仅9007.07平方 米，出让宗地面积7840.89平方米，计容建筑面积约2.35万平方米，容积率为3。 这宗地块成交的亮点体现在，广州土地市场出现了今年的又一个"新"面孔。今年以来，广州出让的住宅 用地多由城投系公司、本地国企以及深耕广州的央企拿下，厦门国贸地产作为外地国企加码投资广州土 地市场，也是对广州信心的印证。 9月以来，广州土地市场也在加快推地的步伐。9月1日，广州市海珠区广州大道南788号二期地块正式挂 牌；9月3日，广州白云新城也有多宗地块发布出让公告。多宗优质地块来袭，广州土地市场翘盼丰收。 国贸地产近年来在广州择机投资。 2023年5月，厦门国贸在经过18轮报价后，通过摇号竞得白云区嘉禾望岗东北侧的一宗地块，成交价 24.82亿元，溢价率15%，折合楼面价2.47万元/平方米。这宗地块就是后来的国贸云上项目，目 ...