中海以92000万元总价、约3.4万元/㎡未扣除配建）可售楼面价拿下广州大道南788号二期地块。 地块位于东圃板块广棠片区内，今年三月天河自规局就宣布对棠东村、棠下村约1043亩土地征收补偿协议均已全部签订，这两宗地块就位列其中。 按照批复的《天河智谷广棠片区控制性详细规划》指出，广棠片区规划科研、商业、医疗等多元用地，并配套车陂涌湿地公园等生态设施，将着力打 造"科创研发+生态宜居"的产城融合新样板。 而在黄金周前，天河也悄悄上架了两宗宅地，起拍楼面价3万+/㎡。 | 1 | 12025-275 | LEW] [天河]天河区天坤三路以南、棠德路以东ATO6 ... | 正常交易 | 2025-09-30 | | --- | --- | --- | --- | --- | | 2 | T2025-276 | [NEW] [天河天河区天坤三路以南、崇德路以西ATO6 ... | 正常交易 | 2025-09-30 | | 3 | T2025-280 | [¤EW] [增城]广州市增城区石滩镇荔三公路东侧1810... | 正常交易 | 2025-09-30 | | ব | T2025-271 | [MEW] [ ...

记者还注意到，该地块所在的松山湖康庄路东侧，毗邻松山湖风景区松湖烟雨，环境优美。同时，地块 周边配套齐全，生活氛围浓厚，有万科松山湖1号、中海松湖林语、深业松湖云城等住宅小区，以及松 山湖中心小学等学校配套。 需要指出的是，稍早前的9月25日，东莞出台楼市新政，对购买新房的购房人给予购房合同总价2%、最 高不超过3万元的购房补贴；在拟购房屋所在地镇街（园区）名下无住房的，可按首套住房认定；同 时，加大住房公积金支持力度，首套房、二套房最高贷款额度统一提高至150万元。东莞楼市新政出台 首周，松山湖重磅推出"压箱底"靓地，或对土地市场起到一定的提振作用。 采写：南都N视频记者 黄慧萍 9月30日，东莞市公共资源交易网显示，位于松山湖康庄路东侧一宗占地面积约73667.67㎡二类居住用 地正式挂牌，起拍价17亿元，于10月30日出让。值得一提的是，该地块容积率不高于1.2，建筑高度不 高于80米，建筑密度不高于30%，意味着该地块将打造低密度高品质住宅区。 根据公告，该地块用途为城镇住宅用地、商服用地，建筑总面积不大于88401.2㎡。该地块开发建设期 为3年，宗地建设项目在2026年11月29日前开工，在202 ...

Core Insights - The total land acquisition amount for the top 100 real estate companies in China from January to July 2025 reached 578.3 billion yuan, representing a year-on-year increase of 34.3% [14] - The top three companies in terms of newly added value are Greentown China, China Overseas Land & Investment, and Poly Developments, with newly added values of 111.6 billion yuan, 93.5 billion yuan, and 90.7 billion yuan respectively [17] - The land market remains active, with significant competition for prime land parcels in major cities, leading to record-breaking land prices [20] Land Acquisition Overview - The top 100 companies' land acquisition amount increased by 34.3% year-on-year, with state-owned enterprises dominating the top ranks [14] - The top ten companies in land acquisition include China Overseas Land & Investment, Greentown China, and Poly Developments, with acquisition amounts of 54.2 billion yuan, 52.2 billion yuan, and 52.0 billion yuan respectively [21] - The Yangtze River Delta region leads in land acquisition, with the top ten companies acquiring 180.2 billion yuan worth of land [23] New Value Insights - The total newly added value for the top 100 companies reached 687.1 billion yuan, accounting for 43.5% of the total for the top 100 companies [17] - The threshold for newly added value among the top 100 companies was set at 5.5 billion yuan [17] Competitive Landscape - Major cities are experiencing intense bidding for land, with some parcels seeing dozens of rounds of bidding [20] - Record land prices have been set, such as the 200,257 yuan per square meter for a parcel in Shanghai, indicating fierce competition for high-quality land [20][19] Market Trends - Companies are focusing on securing prime land in key cities, with a trend towards high premium transactions in core urban areas [20] - The land supply strategy is shifting towards "quality over quantity," with cities aiming to attract investment through the release of premium land [20]

Core Insights - The recent land auction in Longhua District, where the A815-0036 plot was sold at a base price of 1.906 billion yuan with a 0% premium, indicates a cooling trend in secondary core areas compared to previous high premiums of over 40% for other plots [1][10] - The land supply in Longhua is expected to increase significantly, with over 1.5 million square meters anticipated by 2026-2027, leading to cautious bidding behavior from developers due to inventory pressure [1][10] Land Auction Details - The A815-0036 plot, designated for residential use, covers an area of 21,920.84 square meters with a floor price of 28,050 yuan per square meter, and includes residential, commercial, and educational facilities [3][6] - The auction conditions were lenient, with no requirements for affordable housing and a commitment from the winning bidder to start construction within one year and complete it within four years [3][9] Market Trends - The land auction results reflect a broader trend in Shenzhen's real estate market, where "super core" areas are experiencing high demand while secondary core areas are facing reduced interest from developers [10] - The upcoming auction of the A815-0037 plot is expected to further test the market's appetite for secondary core land, as Longhua has become a significant supplier of residential land in Shenzhen [5][10] Developer Strategy - Deep Industry Group's acquisition of the A815-0036 plot at a base price is seen as a strategic move to expand land reserves at low cost while avoiding high premium risks [9][10] - The trend of developers focusing on core areas and adopting a cautious approach towards secondary areas is likely to continue, influenced by the anticipated increase in land supply and changing market dynamics [10]

Core Insights - New dividends are often indicative of a company's commitment to returning value to shareholders, suggesting potential for future increases in payouts [2][3] Group 1: New Dividends Overview - Millrose Properties (MRP) launched with an 8% yield, focusing on residential land development and selling homesites back to homebuilders like Lennar [4][5] - Bristow Group (VTOL) is a global helicopter transportation provider, primarily serving the offshore energy sector, and plans to initiate a dividend of 12.5 cents quarterly starting in February 2026 [10][11][14] - WillScot Holdings (WSC) announced a 7-cent quarterly dividend, despite potential revenue contraction in 2025, indicating room for future dividend growth [15][16][17] - Western Digital (WDC) initiated a 10-cent quarterly dividend after spinning off its NAND flash memory business, despite a history of cyclical losses [18][21][23] - Regeneron Pharmaceuticals (REGN) announced an 88-cent quarterly dividend amid concerns over declining sales of its key drug Eylea, with expectations for stabilization in revenues and profits by 2026 [24][30]

Core Viewpoint - The land supply scale has decreased while transaction volume has rebounded, with premium rates continuing to rise, reaching a four-month high [1]. Supply Summary - The supply of land this week was 3.05 million square meters, a 42% decrease compared to the previous week [2]. - A total of 24 residential land plots were supplied in key cities, with an average plot ratio of 2.14 [2]. - Notable land supply includes a residential plot in Beijing's Shunyi District with a starting price of 1.03 billion yuan and a plot ratio of 1.6 [2]. Transaction Summary - The transaction volume reached 3.38 million square meters, a 35% increase week-on-week, with a transaction value of 48.5 billion yuan, up 251% [3]. - Major cities like Shanghai, Shenzhen, Hangzhou, Chengdu, and Suzhou saw multiple high-premium land transactions, raising the average premium rate to 16.2%, the highest since April 2025 [3]. Shanghai Land Auction Highlights - Shanghai's sixth round of land auctions in 2025 included 10 residential and 3 commercial plots, with significant premium transactions [4]. - The highest premium was recorded for a residential plot in Hongkou District at 46.33%, with a total transaction price of 6.47 billion yuan [4]. - The Xuhui District plot set a new national record at 20 million yuan per square meter, located in a culturally rich area with a low plot ratio of 1.3 [4]. Suzhou Land Auction Highlights - Suzhou also set a new record for residential land prices, with a low-density plot in the Industrial Park area sold at a floor price of 6.5 million yuan per square meter [5].

Core Insights - Dongguan plans to supply 13 residential land plots in 2025, with specific allocations across various districts [1][3] - The overall land supply for 2025 includes 189 plots, totaling approximately 7137.18 acres (475.8 million square meters), with residential land accounting for 9.3% of the total supply [3] - The residential land market in Dongguan remains subdued, as evidenced by the 2024 land sales where only 3 out of 5 residential plots were successfully sold, totaling around 32.36 million square meters and generating approximately 28.76 billion yuan [3] Land Supply Details - The 13 residential plots include 3 plots designated for the Dongguan Bus Station, with a combined area of about 212 acres (14 million square meters) intended for TOD projects [3] - Additional residential land includes 2 plots in Nancheng Street for a cultural arts center and another residential plot in Xiping Community [3][4] - Four more residential plots are planned for supply, including locations in Wanjiang, Binhaiwan New Area, Huangjiang, and Fenggang, all to be supplied via online bidding [3][4] Current Status - As of the latest update, Dongguan has successfully sold 2 residential plots this year, located in Binhaiwan New Area and Changping Town [4]

Group 1 - The Guangzhou land auction market is becoming more cautious following rumors of tightened regulations, with several prime plots remaining unsold in the first half of the year [1] - In July, Guangzhou is promoting a new batch of land listings, including seven prime plots from Yuexiu, Tianhe, Liwan, and Huangpu districts, aiming to stimulate enthusiasm in the land auction market for the second half of the year [1] Group 2 - A specific plot has an area of 61,879 square meters and a planned construction area of 77,755 square meters, with a listing price of 1.137 billion yuan and a floor price of 14,268 yuan per square meter [2] - The plot is strategically located near key transportation routes and amenities, including proximity to the Guangzhou Railway Station and major highways, enhancing its attractiveness for development [5][17] Group 3 - The surrounding area of the plot boasts a well-developed living environment, with educational resources such as Guangzhou Zhujiang High School and other schools nearby, as well as commercial facilities like shopping centers [9][11] - The healthcare infrastructure includes Guangzhou Rentai Hospital, ensuring that residents have access to medical services [12] Group 4 - The Tianhe district is set to launch several residential plots, with three located in Tianhe and two in Liwan, indicating a focus on residential development in these areas [12][13] - The land supply in the surrounding areas has been limited, leading to a scarcity of new housing options, which may drive demand and prices higher [17][29]

Core Points - Shanghai's new land king was established on July 25, with Shanghai Qixiang Wangyu Real Estate Co., Ltd. winning the bidding for the XH-02(TPL) unit 051-11 plot in Xuhui District for a total price of 1.225 billion yuan, translating to a floor price of 200,300 yuan per square meter, breaking the previous record of 131,000 yuan per square meter set by Greentown in August last year [1][9][12] Group 1: Land Acquisition Details - The XH-02(TPL) unit 051-11 plot was auctioned with a starting price of 1.001 billion yuan and a minimum bidding increment of 2 million yuan, with the final bid reaching 1.225 billion yuan after 28 rounds of bidding [2][4] - The plot was previously designated for mixed-use commercial and office purposes but was changed to residential use, with a total area of 4,707 square meters and a maximum building height of 15 meters [6][14] Group 2: Market Context - The Xuhui District is known for its historical and cultural significance, with the area surrounding the plot featuring numerous historical buildings and a high density of historical architecture [8][4] - The recent auction reflects a trend in Shanghai's real estate market, where the city has dominated the top ten highest land prices in the country, with eight out of ten plots located in Shanghai [11][12] Group 3: Future Implications - Analysts suggest that the high floor price indicates a potential future selling price for new homes in the area, estimating that prices could reach at least 280,000 yuan per square meter, with some predictions suggesting a conservative estimate of 250,000 yuan per square meter [15]

Group 1 - The core viewpoint indicates that since 2025, the new housing market in key cities has shown marginal improvement, with an increase in the supply of quality land, leading to high land auction enthusiasm and a year-on-year increase in land transfer fees, despite a decline in the overall area launched and transacted [1][2] - In the first half of 2025, the planned construction area for residential land in 300 cities was 210 million square meters, a year-on-year decrease of 19.4%, while the transaction area was 170 million square meters, down 5.5%, with the decline narrowing by 26.7 percentage points compared to the same period last year [1] - The land transfer fees for residential land in the first half of 2025 reached 860 billion yuan, representing a year-on-year increase of 27.5% [1] Group 2 - Competition for quality land in core cities has intensified, with 39.2% of residential land transactions in 22 key cities being premium sales, an increase of 8.9 percentage points year-on-year [2] - In the first half of 2025, the average premium rate for land in Hangzhou reached 35.5%, while Shanghai and Chengdu both exceeded 20% [2] - The land auction sentiment has weakened since May, with the premium transaction ratio dropping to 36.1% in the second quarter, down 7.2 percentage points from the first quarter [2] Group 3 - Chengdu has continued to increase the supply of quality land, with 56 residential land transactions, 28 of which were premium sales, including 11 with premium rates exceeding 30% [3] - In Beijing, 22 residential land transactions occurred, with 9 being premium sales, and 3 of those exceeding a premium rate of 20% [3] - The market shows significant differentiation, with some cities like Suzhou also experiencing premium sales, while many other transactions were at base prices [3] Group 4 - In the first half of 2025, the top 100 enterprises acquired land totaling 506.55 billion yuan, a year-on-year increase of 33.3%, primarily driven by state-owned enterprises [6] - The cities of Beijing, Hangzhou, Shanghai, and Chengdu are key areas for enterprise investment, with 8 companies acquiring over 20 billion yuan in land, predominantly in Beijing [6] - The trend of "reducing quantity and improving quality" in land supply is expected to continue, with core plots in hot cities maintaining high premium transactions, while many third and fourth-tier cities will see base price transactions [6]