招商通州八里桥新盘朝棠揽阅，靠着与朝阳深度绑定的区位，狠拉了一波朝阳通勤族的流量。 朝棠揽阅不是个案。 通州今年的新房特别是新规后入市的项目，包括云璟揽阅、花溪云锦、国誉颂等，成交数量和速度都挺不错的。 很大原因是通州解了双限购，拉回了朝阳一大批刚需客群。这之前很长一段时间，朝阳外溢首选是亦庄。 这其中大分部是刚需客群，以朝阳年轻通勤族为主，预算有限，但对居住品质有一定追求，不愿将就二手房。 通州的临铁小户型项目成了最优解。 上面开盘三个项目中，卖得最好的云璟揽阅，几乎是按着这个标准量身订制的。 当然云璟揽阅也是抢了个先手优势。后面的两个，花溪云锦，户型略大；国誉颂太远。 招商蛇口尝到了甜头，所以在八里桥地块又复制了一个朝棠揽阅，并且把小户型做到极致。 "未开先火"，除了海淀北的几个神盘，北京现在也就朝棠揽阅能配上这个词儿。 据说69平米的小三居已经被认购光了。 因为这个户型只有首开的55套，朝棠揽阅86平米三居才是主力。 86户型的优势弱得多了，市场上同类产品还是有的，没那么稀缺。兄弟盘云璟揽阅，物资学院板块的国誉朝华，这个面积段都有三居两卫户型。 同样的总价，在国誉颂能买到四叶草。 但是不要紧，没买到69 ...

Core Viewpoint - China Railway Construction Real Estate Group (CRCRE) has made a significant return to the Beijing market by acquiring the "Huayu Jingyun" project in Tongzhou for 775.52 million yuan, marking a premium rate of 21.94% and setting new records for floor price, bidding rounds, and premium rate in the area [2][3][6]. Group 1: Project Acquisition - The "Huayu Jingyun" project is CRCRE's first land acquisition in Beijing in nearly three years, with a floor price of approximately 35,800 yuan per square meter [2][3]. - The project is located in the Tongzhou district, specifically in the Liyuan area, and is designed to cater to both first-time buyers and those looking to upgrade [3][6]. - The land area for the project is 12,700 square meters, with a total above-ground construction area of 21,600 square meters and a plot ratio of 1.7 [4]. Group 2: Market Context - The Tongzhou area has seen a surge in new projects, which may pose challenges for the sales and absorption of the "Huayu Jingyun" project due to increased competition [6][7]. - Nearby projects, such as "Zhaoshang Yunjing Lanyue" and "Jinju Huaxi Yunjin," have lower acquisition costs and are already experiencing sales, which could impact the pricing strategy for "Huayu Jingyun" [6][8]. Group 3: Company Performance - CRCRE's real estate sales reached 951.45 billion yuan in 2024, a 21.6% decrease from the previous year, but the company improved its ranking among national real estate firms [11][12]. - The company has been actively acquiring land in key cities, with a focus on high-quality projects in major urban areas such as Beijing, Shanghai, and Chengdu [12][14]. - CRCRE's strategy emphasizes stabilizing scale and enhancing quality, aiming to navigate the current market challenges effectively [14].

Core Viewpoint - The real estate market in Tongzhou District is experiencing a surge in confidence among developers, driven by high land auction prices, strong demand for new homes, and supportive policy adjustments [1][4][8]. Group 1: Land Auction Market Performance - The recent land auction in Tongzhou saw China State Construction winning a group of eight residential plots for a record total of 74.91 billion yuan, with a floor price translating to approximately 32,300 yuan per square meter [2]. - The land is strategically located near the North Canal and has favorable transportation access, being about 500 meters from the subway line 6 and 400 meters from the under-construction line 22 [2]. - Other notable land transactions include a plot sold to China Merchants Shekou for 2.7082 billion yuan with a premium of 16.28% and another to China Railway Construction for 775.52 million yuan with a premium of 21.94% [3]. Group 2: New Housing Market Dynamics - The new housing market in Tongzhou is characterized by a robust supply-demand balance, with 1,800 new residential units planned for 2025, of which 1,327 have already been sold [7]. - The market features a variety of housing types, including both affordable and high-end options, catering to diverse buyer needs [7]. - The introduction of new projects, such as those by China Railway Construction and China Merchants Shekou, is expected to intensify competition in the market [6][7]. Group 3: Policy and Economic Factors - The easing of the "dual limit" policy in February 2024 has significantly boosted buyer confidence and demand in the Tongzhou real estate market [8]. - The government has invested heavily in infrastructure and urban development in Tongzhou, with annual investments reaching billions, enhancing the area's appeal [8][9]. - The combination of policy support and improved urban amenities is driving a transformation in the living experience in Tongzhou, making it an attractive option for homebuyers [10][11].

Core Points - The article discusses the recent land auction in Tongzhou, Beijing, where a large mixed-use project was sold for 7.491 billion yuan, marking the largest project in the area in recent years [1][5] - The land consists of multiple subplots, primarily designated for residential use, with specific requirements for community facilities and design [2][3] - The competitive landscape in the region is intensifying, with several ongoing and upcoming projects that will directly compete with the newly acquired land [6][7] Group 1: Land Auction Details - The land auction involved a total area of 11.28 hectares and a planned construction scale exceeding 260,000 square meters [1] - The land was acquired by China State Construction's subsidiary, which had not participated in the Beijing land market for some time [5] - The auction attracted only one bidder, indicating a potential shift in market dynamics [5] Group 2: Development Requirements - The residential plots have a height limit of 100 meters, which is relatively rare in Beijing, and allows for flexible adjustments in building scale among the plots [4] - Developers are required to create a community center of 13,800 square meters, including various social services [2][3] - The planning encourages the integration of pedestrian pathways and commercial streets to enhance connectivity and urban aesthetics [3] Group 3: Market Competition - The region has seen increased competition, with recent land sales achieving significant premium rates, indicating a robust demand for real estate [6][7] - Current projects in the area are priced competitively, with average transaction prices around 58,900 yuan per square meter [6] - The newly auctioned land will likely face direct competition from existing and upcoming projects, affecting pricing strategies [7]

Group 1 - The core point of the news is the successful acquisition of a significant land parcel in Beijing's sub-center by China State Construction Ninth Engineering Division Corp, which reflects the company's commitment to urban development in key cities [1][3] - The land parcel consists of eight sub-plots with a total planned construction area of 261,900 square meters, including residential and multifunctional land, indicating a critical step in the development of Beijing's sub-center [1] - The acquisition was made at a base price of 7.491 billion yuan, highlighting the competitive nature of the land market in the region despite the complexity of the development requirements [1][2] Group 2 - The competitive landscape includes several existing and upcoming projects in the area, with average transaction prices ranging from 55,000 to 58,900 yuan per square meter, suggesting a direct market competition for the newly acquired land [2] - Despite limited land supply in Tongzhou District this year, previous land sales have shown strong performance, with notable premium rates achieved in recent transactions [2] - The acquisition aligns with China State Construction's strategy to deepen its presence in first-tier cities, with projected total sales of 13.18 billion yuan in 2024, of which 5.328 billion yuan is expected from the Beijing market [2]

Core Insights - The prime land in Tongzhou Canal has been acquired by China State Construction Engineering Corporation (CSCEC) at a starting price of 7.491 billion yuan, with a floor price of approximately 32,000 yuan per square meter [1][4] - Despite its advantageous location and high-quality resources, the land auction saw low participation, with only CSCEC submitting a bid, indicating a shift in market dynamics and land acquisition strategies among real estate companies [1][4] Group 1: Land Characteristics - The land is located in the core area of Tongzhou District, adjacent to major transportation hubs and amenities, including the Grand Canal and the upcoming sub-center station, enhancing its accessibility [2][3] - The total land area is 11.28 hectares, with a total above-ground construction area of 261,900 square meters, including residential land with a total construction area of 237,300 square meters [5][6] - The land includes multiple sub-plots with varying construction requirements, including a community center that must be built and handed over to the local government [5][6] Group 2: Market Context - The auction reflects a trend of real estate companies focusing on core areas and high-quality land, with the market becoming increasingly selective [1][4] - The surrounding area has seen significant development, including cultural landmarks and educational institutions, which enhances the attractiveness of the location [3] - The high land price and extensive development requirements suggest that only large state-owned enterprises or central enterprises can afford to participate in such auctions [7] Group 3: Company Insights - CSCEC's subsidiary, China State Construction No. 2 Engineering Bureau, has a history of involvement in major projects in Tongzhou, including the Universal Beijing Resort [7] - This acquisition marks CSCEC's return to the Beijing land auction market after a two-year hiatus, following successful projects in other districts [7] - The company's ability to maintain market interest and performance in this new venture will be closely monitored [7]