Group 1 - The core point of the news is that the company JianTou has successfully acquired the Guandu Ancient Town land parcel with a premium rate of 9.36%, which increases the difficulty of future development [1] - The recent land auction in Kunming was highly competitive, marking a significant event in the local real estate market after a period of fewer bidding rounds [1] - JianTou previously acquired the North Second Ring Road墨水厂 land parcel at a premium rate of 8.6%, with a floor price exceeding 7000 yuan [1] Group 2 - The墨水厂 land parcel, now named XuanYing Academy, has a small area of 23.5 acres and was initially thought to have low development difficulty due to a low plot ratio of 1.6, allowing for competitive multi-layer elevator apartments [2] - However, discrepancies arose as the project is planned to develop small high-rise buildings despite the low plot ratio, with a maximum building height of 54 meters, allowing for up to 17 floors [5] - The project does not align with the fourth-generation residential design trend, which may limit its market appeal [5] Group 3 - The development progress of XuanYing Academy is likely to be slower than expected, with the project not yet having passed regulatory approval as of mid-July [6] - Although some construction has begun on adjacent affordable housing, the main project has not started, complicating the timeline for a potential launch within the year [6][7] - The current real estate market conditions require new projects to have physical sales offices and model units, which could delay the launch until the end of the year [6]

昆明宅地供应，继续踩刹车！ 最近，昆明公布2025-2027年的土地供应计划，今年拟上市交易2426亩住宅用地，比起前一年制定的目标，规模减半。 而且，滇池度假区、经开区等9个区域，今年都已暂停住宅用地的供应。 土地停供，区域现有楼盘，也将迎来价值利好！ 昆明调整供地计划 今年拟供应的宅地规模减半 6月3日，昆明自规局发布关于《2025年度全市国有建设用地供应计划及三年滚动供应计划》的公示。 在结合年度用地需求分析后，2025年、2026年、2027年，昆明计划分别供应国有建设用地16419亩、15614亩、12272亩，共计约4.4万亩。 其中，主城区住宅用地，3年合计供应约5725亩。（主城指五区+三个开发区） 公告截图｜图源昆明自规局 楼市君梳理了2023年、2024年相关数据，一个明显的变化是： 到去年，这个目标被下调至2.5万亩，宅地减少至4700亩； 而最新发布的2025年计划，供应量进一步锐减至1.64万亩，宅地供应量减少至2426亩。 相比前一年制定的计划，今年昆明宅地供应目标砍掉了一半。 | 昆明土地供应计划 | 及变动情况 | | | | | | --- | --- | --- | --- ...