来源：乐财聚 当初激情加价拿地，如今回头看却站在了山头。这样的剧情在当下上海土拍市场不断上演，不少房企成 为了背景墙，象屿便是最新一员。 昨天（1月6日），上海2026年首场土拍落槌，2幅地块均以底价成交，其中闵行紫竹低密度地块虽然有2 家房企或联合体参与，但最终仍以底价成交。 地块竞得者为紫江集团、紫竹半岛联合体，前者为一家民营企业，深度参与紫竹开发区建设，后者则是 为本土国资。 地块由3幅子地块构成，2幅为容积率1.01的宅地，1幅为商业用地，平均楼板那家3.344万每平，商业地 块计容面积仅为5267.5平方米。 这幅地块成交后，最为意难平的是象屿。 2025年3月28日，象屿溢价19%拿下闵行区MHP0-1005单元02-09地块、03-04地块、16-07地块及16-06、 16-08地下空间的土地包，平均楼板价3.0151万每平。 虽然看似楼板价低于本次紫江地块，但实际却高出不少。主要原因在于象屿地块为住宅+餐饮旅馆用 地，其中餐饮旅馆土地面积较大。 可以看出，象屿住宅部分实际楼板价在4.16万每平左右，而紫江地块由于商业部分体量较小，即使扣除 商业部分，实际住宅可售楼板价为3.66万每平。 相比 ...

Group 1 - The traditional sales peak season "Golden September and Silver October" has arrived, with developers actively preparing for new project launches and sales events [1][4] - In Shanghai, the first batch of pre-sale permits in September has a total supply area of 139,000 square meters and a total value of approximately 8.31 billion yuan, covering multiple hot areas [1][6] - In Beijing, the new housing policy has led to a noticeable increase in sales, particularly among clients who were previously hesitant, with some projects seeing sales volumes double [2][4] Group 2 - In Chengdu, over 1,500 new homes are expected to enter the market in September, with several notable projects being launched [7][8] - The luxury market in Shanghai remains strong, with the highest recorded new home price reaching 326,800 yuan per square meter [4][6] - In Shenzhen, the relaxation of purchase restrictions has significantly increased both the number of property viewings and sales, with a reported 30% increase in viewings and a 60% increase in sales volume following the new policy [9][10]

Core Insights - The traditional sales peak season "Golden September and Silver October" has arrived, with developers actively preparing for increased sales opportunities [2][5][12] - New housing policies have positively impacted market sentiment, leading to increased buyer interest and sales in various cities [4][6][12] Group 1: Market Activity - In Shanghai, the first batch of pre-sale permits in September totaled 139,000 square meters with a total value of approximately 8.31 billion yuan, covering multiple hot districts [2][9] - In Beijing, new housing policy implementation has resulted in a three-week consecutive increase in new home registrations, indicating a positive market response [4][5] - In Shenzhen, the first weekend after the new policy saw a 48% increase in property visits and a 60% increase in sales volume [12] Group 2: Developer Strategies - Developers are leveraging the "Golden September and Silver October" period to launch promotional campaigns, such as Vanke's "2025 Golden Autumn Quality Housing Festival" [11] - In Shanghai, the housing authority's direct promotion of new projects has led to increased buyer engagement, particularly in areas outside the city center [6][9] - In Beijing, developers are focusing on projects located in the outer ring, where the new policies have opened up opportunities for previously hesitant buyers [5][12] Group 3: Regional Highlights - Chengdu is expecting over 1,500 new homes to enter the market in September, with several notable projects set to launch [10][11] - In Shenzhen, the easing of purchase restrictions has allowed previously excluded buyers to enter the market, significantly boosting both viewings and sales [12] - The luxury market in Shanghai remains robust, with the Jinling Huating project setting a new record for new home prices at 326,800 yuan per square meter [7][9]

Group 1 - The traditional sales peak season "Golden September and Silver October" has arrived, with developers gearing up for increased activity in the real estate market [3][12] - In Shanghai, the first batch of pre-sale permits in September covers a total supply area of 139,000 square meters, with a total value of approximately 8.31 billion yuan, indicating strong market interest [3][10] - In Beijing, the new housing policy has led to a noticeable increase in the number of visits to properties, with some new projects experiencing a doubling in transaction volumes [5][6] Group 2 - In Chengdu, over 1,500 new homes are expected to enter the market in September, with several notable projects set to launch [4][12] - In Shenzhen, the recent policy changes have significantly boosted both the number of property viewings and transactions, with a reported increase of 30% in viewings and 60% in sales volume [13] - The luxury market in Shanghai remains robust, with the highest recorded new home price reaching 326,800 yuan per square meter, reflecting strong demand in high-end segments [8][10]