北京进深 徐迪 9月30日拿地，十一小长假后出设计方案，电建地产门头沟新盘进度非常快。 10月9日，门头沟区S1线区域组团01-12地块土地一级开发项目MC00-0605-0006地块规划设计方案总平面图公示。 这块地是节前最后一个工作日成交的，由电建地产+门城投以9.57亿元底价摘得，折算楼面价约2.35万元/㎡。 项目建设用地面积约20364.37㎡，总建筑面积64262.74㎡，其中地上建面40728.74㎡，容积率2.0。 住宅建面40311.73㎡，规划15栋塔式住宅楼，共421户。 小区南北两侧各有一处机动车出入口。 规划机动车停车位477个，其中住宅车位464个，另有居住公服务设施车位7个，配套商业车位7个。 户均建面95㎡，刚需为主，与长安华曦府定位一致。 7F/11F洋房和15F小高层，南低北高，点状排布。 6栋15F小高层：北排1#-3#楼，东侧4#、7#、10#楼。 8栋11F洋房：5#、6#、8#、9#、11#、12#、13#、15#楼。 1栋7F矮板：14#楼。 除东南角的13#、14#楼之外，其余楼栋均为正南正北朝阳。 大门在小区西侧中央位置，门口有一栋小型商服，规划为便利店。 大 ...

Core Viewpoint - China Electric Power Construction Real Estate and Mencheng Investment acquired the land parcel in Mentougou District for 957 million yuan, indicating strong investment confidence in the area [1][4]. Group 1: Land Acquisition Details - The project covers an area of 2.04 hectares with a planned above-ground construction area of 40,700 square meters and a floor area ratio of approximately 2.0, with a height limit of 45 meters [1]. - The land price translates to approximately 23,500 yuan per square meter [1]. - The estimated investment for the project is around 454 million yuan, with a total construction area of approximately 63,100 square meters, including 42,700 square meters above ground and 22,400 square meters underground [2]. Group 2: Market Performance and Context - The company has demonstrated strong market performance with the launch of Chang'an Huaxi Mansion, achieving a sales rate of 91% with a total of 527 units sold out of 581, at an average price of 46,300 yuan per square meter [4]. - The total sales amount for the Chang'an Huaxi Mansion project is approximately 2.45 billion yuan, which is 163% of the land acquisition cost [4]. - The newly acquired land is strategically located near the S1 subway line and surrounded by established residential and commercial developments, indicating a mature living environment and good ecological conditions [4]. Group 3: Architectural and Planning Guidelines - The architectural design encourages the use of partially elevated public building bases to create public squares and circulation spaces, with a minimum building line adherence of 70% for key buildings [6]. - The overall color scheme for buildings should be of medium brightness and low saturation, primarily using white and light gray, avoiding bright colors [6]. - The project must consider the nearby immovable cultural relic, the Four-Da Bridge Dragon King Temple, ensuring construction maintains a safe distance and harmonizes with the historical architecture [6].

Core Viewpoint - The bidding for the land parcel 0605-0006 in the Mentougou District has commenced, with a first bid of 9.57 billion yuan, translating to a floor price of approximately 23,500 yuan per square meter. The final buyer will be determined on September 30 [1]. Group 1: Bidding Details - The bidding party consists of China Electric Power Construction Group Real Estate and a local investment company from Mentougou [1]. - The estimated investment for the project is around 454 million yuan, with a total construction area of approximately 63,100 square meters, including 40,700 square meters above ground and 22,400 square meters underground [2]. - The first bid for the land was recorded at 95 million yuan [2]. Group 2: Project Background - The project is located in Yongding Town, outside the Sixth Ring Road, adjacent to the S1 subway line's Sidaoqiao Station, with established living facilities and a favorable ecological environment [3]. - The land parcel covers 2.04 hectares, with a planned above-ground construction area of 40,700 square meters, a floor area ratio of approximately 2.0, and a height limit of 45 meters [3]. Group 3: Market Performance - The previous project by China Electric Power Construction Group in Mentougou, Chang'an Huaxi Mansion, achieved a sales rate of 91% with an average transaction price of 46,300 yuan per square meter [2]. - The total sales amount for the Chang'an Huaxi Mansion project reached approximately 2.45 billion yuan, which is about 163% of the land price [2]. Group 4: Urban Planning and Architectural Guidelines - The area is designated as a key urban functional zone, emphasizing the importance of urban landscape design along the Chang'an Street West Extension [4]. - Architectural guidelines encourage modern design with specific color schemes and building heights, promoting a cohesive urban aesthetic [6].

Core Viewpoint - The recent land auction in Beijing's Changping District attracted multiple companies, resulting in a total revenue of 13.06 billion yuan, with a consortium led by Yuexiu and Future Science City acquiring a key plot for 2.395 billion yuan [1][4]. Group 1: Land Auction Details - Four plots were auctioned in Beijing, specifically in Haidian, Shijingshan, and Changping districts, with a total revenue of 13.06 billion yuan [1]. - The acquired plot, located in the Changping District's Zhongguancun Life Science Park, has a total area of 30,700 square meters and a planned construction area of 79,900 square meters, with a starting price of 2.395 billion yuan [2]. - The consortium's floor price translates to 29,977 yuan per square meter [4]. Group 2: Strategic Importance of the Acquired Land - The land's value is enhanced by its proximity to the Changping Line subway station and the planned Life Valley Station of the 19th subway line, expected to be completed by 2027, which will improve transportation efficiency [3]. - The area is designated as a "technology park integrating basic research, achievement transformation, supporting services, and residential functions," indicating a focus on urban integration and talent attraction [3]. Group 3: Company Involvement and Future Plans - The consortium includes companies like Yuexiu, Beijing Urban Construction, Future Science City, and Beihome, with Yuexiu already having multiple projects in the Changping area [4]. - Beihome, a new venture under Beike, aims to provide data-driven residential development services and has established regional offices in major cities, indicating a strategic expansion in the real estate market [5].

Core Insights - The real estate market in Beijing is stabilizing, leading to increased enthusiasm among developers for land acquisition, with a total of 130.6 billion yuan spent on four land parcels on June 5 [1][6] - The land parcels acquired are spread across three districts: Haidian, Shijingshan, and Changping, indicating a shift in spatial distribution compared to previous acquisitions [1] - The joint venture led by Beike, along with other developers, has been particularly active in the Beijing market, acquiring a significant parcel in Changping [4][5] Group 1: Developer Activities - Beike, in collaboration with Yuexiu, Beijing Urban Construction, and Future Science City, acquired a land parcel in Changping for 23.95 billion yuan, covering approximately 3.07 hectares with a total construction area of 79,900 square meters [4] - The recent land acquisition by Beike is part of a broader strategy to establish a comprehensive platform in the real estate sector, integrating various business lines including second-hand and new housing [5] - The China State Construction Group (CSCG) emerged as a major player in the land auction, with its subsidiaries acquiring land worth 73.01 billion yuan, accounting for 70.47% of the total land acquisition amount [6] Group 2: Market Dynamics - The successful auction of four land parcels, totaling over 100 billion yuan, reflects a resurgence of confidence among developers in the Beijing new housing market, with new home sales in May increasing by 14.7% month-on-month and 22.1% year-on-year [9] - The competitive landscape for new housing projects is intensifying, with developers focusing on product quality and features that appeal to buyers, such as higher usable space and enhanced amenities [10] - The trend towards higher standards in new housing projects is expected to stimulate market demand, as developers enhance their offerings to provide better value and experience for buyers [10]