Sino-Singapore Jingwei, June 2 (Xue Yufei) On June 1, Beijing and Shanghai held large-scale land auctions at the same time.As of that day, most of the land plots listed for sale in the two places have been successfully transferred, with a total collection of nearly 100 billion yuan.From the perspective of the types of real estate development companies participating in the land auction, the “national teams” such as central enterprises, state-owned enterprises, and regional urban investment are still the main players participating in the auction. China Resources Land, China Construction, and China Merchants Shekou have achieved a lot.
The agency believes that the results of land transfers in Beijing and Shanghai are basically in line with market expectations, which to a certain extent indicates that developers are optimistic about the prospects for market recovery after the epidemic in the two places.
The popular land with a collection of 100 billion yuan is very popular
It is reported that the two-day land auction in Beijing is the second round of land auctions in the city in 2022.Judging from the land sold, there is no shortage of high-quality land that is more concerned by the market.
Overall, a total of 17 residential lands were listed for sale in the second round of land auctions in Beijing, and 14 were finally sold.Among them, there were 7 transactions at the reserve price and 7 transactions at the premium price, with a total construction scale of 1.447 million square meters and a total transaction value of 49.9575 billion yuan, with an average premium rate of 5.45%.
"From the specific results, the performance of the second batch of land auctions in Beijing is stable and in line with expectations. The differentiation trend of single land plots is obvious. The location and profit margin of land plots are still the core basis for real estate companies to acquire land." Yue, senior analyst at Beijing Chain Home Research Institute We analyzed the China-Singapore latitude and longitude.
Among the land parcels that have been transacted, the Yalinxi land parcel in Fengtai District has attracted much attention.The plot is located in the South Third Ring Road of Beijing, and the surrounding area has built a number of mid-to-high-end residential projects in the past, and the second-hand housing currently being sold is listed at a relatively high price.However, due to the large size of the Yalinxi plot, the starting price was as high as 7.47 billion yuan, which discouraged many developers.In the end, only one developer, China Resources Land, participated in the auction on May 31, and won it at the reserve price.
In the soil auction on June 1, the Taiyanggong plate block in Chaoyang District was the biggest hot spot.The government guide price of the plot is about 130,000 yuan per square meter. There are few high-quality school districts in Chaoyang District nearby. In addition, the area is good and there are many high-end real estate nearby, attracting more than ten real estate companies to participate in the auction.During the auction, the lottery was held on the spot after it quickly reached the upper limit of the total price of 6.681 billion yuan and the upper limit of 10% of the government's property rights ratio.In the end, China Construction Jiuhe was lucky to win the lottery.It can be calculated that the premium rate of the plot is about 15%, and the transaction floor price is about 88,000 yuan / square meter.
The first round of soil auctions this year held in Shanghai on the first day of resumption of work also had many bright spots.Overall, a total of 36 residential lands were listed this time, and 20 were successfully sold.Among them, 4 pieces of land entered the on-site auction, and 16 pieces of land were sold at the reserve price, with a total of 49.578 billion yuan, which is on par with Beijing.
Specifically, among the 4 plots that entered the on-site auction, 3 of them entered the first quotation stage after the quotation reached the suspension price.
The plot that has attracted more attention is the plot of Xietu Street in Xuhui District. There are many high-priced properties around this plot. In the auction, the consortium composed of Poly and Xiangyu is not as good as the one composed of China Merchants Shekou, Hongkong Land and Xuhui Urban Investment. Combination, the latter successfully acquired land with a total price of about 4.733 billion yuan, a transaction floor price of about 86,000 yuan per square meter, and a premium rate of about 9.6%.
In terms of the total price, the two plots in Putuo District, Shanghai won the first and second place respectively.The plot of Changfeng Community in Putuo District was jointly acquired by Chenjia Development and Huizhou Olympic Real Estate, with a total transaction price of about 6.37 billion yuan.The Zhongshan North Community plot was acquired by China Merchants Shekou, with a total transaction price of about 6.25 billion yuan.In addition, for the 16 land plots that were sold at the reserve price, only one bidder participated in the bidding, so there is no suspense in the sale result.
State-owned enterprises are more motivated, China Resources, investment promotion to supplement the value of goods
Judging from the companies participating in the land auctions in Beijing and Shanghai, the developers of the "national team" not only have high participation enthusiasm, but also have the highest harvest volume, which supports the land market.
According to statistics, there are 30 real estate companies participating in this round of land auctions in Beijing. State-owned enterprises, state-owned enterprises, and regional urban investment real estate developers are the main force. Real estate companies such as Vanke, Gezhouba, and Shounong Development have reappeared in the Beijing market after a long absence. .According to the statistics of Beijing Lianjia Research Institute, the participation rate of China Resources Land’s second batch of auctions exceeded 60%, with 9 registrations and 2 wins; Beijing Urban Construction and Shoukai both registered 6, winning 2 and 1 respectively; China Poster was named 5 and won 2 Zong; China Construction Department applied for 4 applications and won 2 applications. China Construction Second Bureau won the most popular Taiyang Palace plot by lottery.Non-local real estate companies have a strong willingness to enter Beijing, from Nanchang Municipal, Xiamen C&D, Yuexiu, Zhuoyue and Xiamen International Trade all participated.
According to statistics from Beijing Lianjia Research Institute, only 3 private enterprises participated in the Beijing soil auction.Longfor is still based on the reserve price strategy, laying out low-premium land plots, becoming the only private enterprise that has achieved success in this auction; Runze, who has not acquired land for a long time, paid the registration deposit for the Xiaowayao plot half a month in advance, and raised the placard many times, willing to Strong; Maoyuan focuses on building high-end residential brands. In addition to continuing to develop the Fengtai Lize Radiation Circle, it also participates in the Chaoyang Cuigezhuang and Shunyi Xuedarenzhuang plots.Xuhui and Gemdale, which had sufficient value before, did not participate in this auction.
Judging from the final results, affected by factors such as lottery signing and enterprise development strategies, state-owned enterprises are still the protagonists of this round of Beijing soil auctions.
In addition to winning the Yalinxi plot in Fengtai District with 7.47 billion yuan, China Resources Land also joined Gezhouba to win the Pingxifu plot in Changping District for 4.416 billion yuan. Roughly calculated, China Resources Land temporarily topped the list with 9.678 billion yuan.In addition to acquiring the Taiyanggong plate plot in Chaoyang District, CSCEC also purchased the plot in Naixi Village, Cuigezhuang Township, Chaoyang District for 2.98 billion yuan. The total land acquisition amount is about 9.661 billion yuan, temporarily ranking second; 100 million yuan won the Shunyi New Town plot, and United Shitai won the Zhonghai Real Estate, which won the Yamenkou plot in Shijingshan District with 2.66 billion yuan, and the land acquisition amount was 6.8 billion yuan.
The situation in Shanghai is basically similar to that in Beijing.
Zhang Kai, head of the Land Division of the China Index Research Institute, told Sino-Singapore Jingwei that from the perspective of the nature of land-acquisition enterprises, central enterprises, state-owned enterprises, private enterprises, mixed-ownership enterprises and local state-owned enterprises have all actively participated and achieved some results.
China Merchants Shekou won two land parcels and became the biggest winner of this Shanghai land auction.
Except for the Xietu Street plot in Xuhui District, which was jointly acquired by three companies including China Merchants Shekou, the Zhongshan North Community plot in Putuo District, which had the second highest total price, was swallowed by China Merchants Shekou
Yue Wei believes that the real housing and improvement needs of the buyers in the Beijing market are the absolute main body. The policies of the competent authorities have strong stability and continuity. It is believed that the new housing market in Beijing can maintain a favorable trend of steady and healthy development.Zhang Kai said that the overall start of the Shanghai land auction is good, and the results of the first day of the land auction are basically in line with expectations. Whether it is a company that replenishes positions or controls the original project, or plans to enter the Shanghai real estate market, it is because of the economic impact of Shanghai after the epidemic. The outlook for recovery is good.
However, analysts also pointed out that the enthusiasm of private real estate companies in the Beijing-Shanghai land auction is still not high. In addition to being affected by their own business conditions, it also shows that they still have a wait-and-see attitude towards the follow-up market, and they still need to stimulate such companies in the future. enthusiasm for land acquisition.(Sino-Singapore Jingwei APP)
