图源：深圳公共资源交易中心 相比起广州土拍普遍兜底的无趣，宝安这块地，贡献了不一样的风景。 此外，绿城拿地当天即开工，进度神速，改善Buff加持，又是落子深圳第二座，小而精标杆定位，呼之欲出。 深圳土拍，看点十足！ 具体细节，请往下看↓ 上月，招商蛇口才以约8.4万/m²楼面价拿下前海宅地，刷新10年来的地价记录； 1. 昨天，绿城又溢价11.47%，拿下深圳宝安沙井A319-1225优质宅地，折合楼面价约20364元/m²。（不扣除配建） 先来看看地块具体信息。 A319-1225地块，位于沙井板块新桥街道，是4月深圳"商改住"地块之一。 该说不说，深圳资源交易中心直接把360°航拍端上桌，方便房企直观考察。 2、低容积率+航空限高，主打小而精改善； （PS：广州土拍想做好，还得学） 一眼扫下去，地块所处位置，不可谓不成熟，远不是那种需要"开荒"的板块。 回到地块本身，占地仅约19246.94m²，总建面约59665m²，容积率约3.1。 相对比深圳早期动辄5-6的容积率，这种地块，放在改善那一派里，非常吃香。 外加上，地块本身需满足航空限高，按照与深圳机场距离计算，大概≤150米左右。 同时，为了避免迎宾 ...

Core Viewpoint - The recent data on Guangzhou's housing market indicates a significant shift, with both new and second-hand home prices experiencing a notable decline, while transaction volumes show signs of recovery, suggesting a complex market dynamic [1][2][4][23]. Price Trends - Over the past year, Guangzhou's first-hand home prices have been in a slight decline, with a recent increase in the drop to -0.8% [2]. - Second-hand home prices also saw a similar trend, with a drop of -0.8% last month after a brief period of stabilization [4]. Transaction Volumes - In May, Guangzhou's new home transactions reached 5,827 units, marking a 20.6% increase from the previous month, the second-highest peak this year [6]. - For second-hand homes, 9,228 units were signed in May, reflecting a year-on-year increase of 17.73%, with total transactions for the first five months reaching 46,000 units, significantly higher than last year [9]. Market Dynamics - The data suggests that price adjustments have led to increased buyer acceptance, resulting in higher transaction volumes [12]. - The top-selling properties in Guangzhou now include several high-end and improved housing options, indicating a shift in buyer preferences [12][13]. Policy Changes - Recent policy changes in Guangzhou include tightening high plot ratio regulations and reintroducing measures to cancel purchase restrictions, sales limits, and price caps, aimed at stabilizing prices and boosting market confidence [15][21]. - The city is determined to prevent excessive price competition among new developments, which has been a significant factor in the ongoing price declines [18][20]. Market Outlook - Despite the ongoing price decline, the measures taken by Guangzhou are expected to stabilize the market and prevent further drastic price reductions, indicating a strategic approach to managing the housing market [24].

Market Overview - The market is transitioning from a quiet spring to a more dynamic second half of the year, with May showing unusual activity compared to previous years [1] - The new housing market in Guangzhou has seen significant growth, with 5,827 new homes sold in May, representing a 20.6% increase from the previous month [2] Price Trends - The average transaction price of new homes in Guangzhou exceeded 40,000 yuan per square meter in May, marking a new high for the past year [4] - The increase in average prices is attributed to the entry of several luxury properties into the market, which have significantly raised the overall average [6] Luxury Property Performance - Notable luxury projects such as Poly Tianyi and Hejing Zhenyi have dominated the sales rankings, with Poly Tianyi achieving 170 transactions at an average price of 76,204 yuan per square meter [7] - The strong performance of luxury properties indicates robust purchasing power in Guangzhou's high-end market [6][8] Market Dynamics - The market is witnessing a shift towards new regulations and high-quality developments, with new projects increasingly being well-received by buyers [9][10] - The introduction of low-density land parcels is expected to continue, with recent land auctions reflecting a trend towards lower density and higher quality residential developments [11][12] Future Outlook - The evolution of new products and the dominance of new regulatory projects are likely to reshape the market, leading to a significant upgrade in residential quality [14] - The focus on low-density and non-high-rise developments is anticipated to benefit buyers, enhancing the overall quality of housing in Guangzhou [14]