After two days of bidding, on June 1, the second round of concentrated soil auctions in Beijing ended.
It is understood that a total of 17 plots have been listed in this round of centralized soil auctions, with a total starting price of 55.97 billion yuan and a total planned construction area of about 1.75 million square meters, involving Chaoyang, Fengtai, Pinggu, Changping, Shijingshan and Shunyi six areas.This round of land auctions attracted a total of about 30 real estate companies to participate in the competition. The main players are still central enterprises and state-owned enterprises, and only 3 private enterprises participated.
In the end, a total of 14 houses were sold, with a total transaction value of 49.96 billion yuan and an average premium rate of 5.35%, an increase of 0.95 percentage points from the first round of land auctions.Among the land sold at a premium, 4 parcels of land, including Chaoyang Sun Palace, Fengtai Xiaowayao, Shunyi Xue Darenzhuang and Changping Pingxi Mansion, reached the final stage, with the premium rate reaching the upper limit of 15%.
Among them, the Yalinxi plot in Fengtai District, which attracted more attention before the auction, was won by China Resources with a base price of 7.47 billion yuan; another popular plot, the Taiyanggong plot in Chaoyang District, was won by China Construction Jiuhe with a ceiling price of 6.6815 billion yuan Yuan + the government holds 10% of the property rights to bid.
Industry insiders believe that under the influence of the epidemic, the resilience and stability of the Beijing market have once again become prominent, and the willingness of enterprises to participate is still strong.
Nearly 50 billion yuan in land auctions in Beijing
On May 31, the first day of the second round of concentrated land auctions in Beijing, according to the registration and quotations, a total of 7 parcels of land were sold at the reserve price, with a total transaction value of 21.81 billion yuan.In addition, 3 parcels of land passed in the auction, and another 7 hot-spot parcels were transferred to the offline auction process.
Among them, the highest total transaction price was the Yalin West plot in You'anmen Street, Fengtai District, which was won by China Resources with a reserve price of 7.47 billion yuan, and the transaction floor price was 36,394 yuan/square meter; the highest transaction floor price was Chaoyang District Ten The first phase of Balidian Chaoyang Port was won by Beijing Jinyu and Beijing Residential Complex at a reserve price of 3.88 billion yuan, and the transaction floor price was 44,982 yuan/square meter.
Other land-acquisition companies include: Longfor + Beijing Construction Engineering Consortium, Beijing Urban Construction, China Railway + Joy City Consortium, China Shipping + Beijing Shitai Consortium, Jingneng Real Estate + Beijing Urban Construction Consortium, etc.
As for the reason why the Fengtai Yalinxi plot, which is more optimistic in the market, also traded at a reserve price, Yue Wei, a senior analyst at Beijing Chain Home Research Institute, believes that it is mainly because of the high total price of the plot, the large amount of capital, and the commercial construction.As for the reasons for the failed auction of the land, she believes that the maturity of the plate is still low, and it is difficult for enterprises to develop linkages. It is expected that the sale will be smooth after fine-tuning in the future.
On June 1, the other 7 parcels were auctioned on the spot.
Among them, the plot of Taiyanggong New District in Chaoyang District, which is located between the third and fourth ring roads in the northeast, attracted a total of 7 real estate companies and consortiums to bid on the spot.The planned construction area of the plot is about 75,700 square meters, and the reasonable upper limit price of the land is set at about 6.6815 billion yuan. When the quotation reaches the upper limit price, the bidder will be confirmed by "competing for the government's share of property rights + lottery".In the end, China Construction Jiuhe won the land with the upper limit price of 6.6815 billion yuan + 10% of the property share held by the government, with a premium rate of 15%, which is equivalent to a transaction floor price of about 88,000 yuan / square meter.The sales guide price of the land is 130,000 yuan/square meter, which is the land with the highest sales guide price.
In addition, the Xiaowayao plot in Fengtai District has the most real estate companies participating in the auction, attracting a total of 11 bidders, including Runze, Sanyuan Jiaye, Power Construction + Shougang, China Railway Real Estate, Shoukai, China Resources + Gezhouba, China Construction Zhidi , Maoyuan, Poly, China Merchants, China Shipping.The construction scale of the plot is 59,400 square meters, the starting price of the listing is 2.3 billion yuan, the upper limit price of the listing is 2.645 billion yuan, and the sales guide price is 75,000 yuan / square meter.According to the listing documents, when the bidding price reaches the upper limit price, the bidder will be determined by the method of "competing for the area of the existing house + lottery".In the end, after 41 rounds of competition, the land was won by Power Construction + Shougang Consortium with the upper limit price of 2.645 billion yuan + the existing house area of 30,000 square meters, equivalent to a residential floor price of about 46,000 yuan / square meter, a premium rate 15%.
In addition, two parcels of land in Cuigezhuang, Chaoyang District were won by Shoukai and Zhongjian Zhidi, with transaction prices of 4 billion yuan and 2.98 billion yuan respectively; the land parcel of Shunyi New Town in Shunyi District was won by China Shipping for 5.47 billion yuan; Changping The land plot in Pingxifu, Qijia Town, Beibei District was won by the combination of China Resources and Gezhouba with the conditions of 4.416 billion yuan + sales area of 1,000 square meters of existing houses; the land of Xue Darenzhuang in Shunyi District reached the upper limit of the price of 1.955 billion yuan and 30,000 square meters of existing houses After the upper limit of the sales area, it will be transferred to the submission process of the high-standard commercial residential construction plan, and the bidder will be determined on a specific date.
So far, 14 parcels of land have been traded in the second round of concentrated land auctions in Beijing, with a total of 49.96 billion yuan, with an average premium rate of 5.35%, an increase of 0.95 percentage points compared with the first round of land auctions.Among the land sold at a premium, 4 parcels of land, including Chaoyang Sun Palace, Fengtai Xiaowayao, Shunyi Xue Darenzhuang and Changping Pingxi Mansion, reached the final stage, with the premium rate reaching the upper limit of 15%.
State-owned enterprises are still the protagonists of local auctions
Judging from the 30 real estate companies participating in this round of land auctions, they are still dominated by central and state-owned enterprises.
Yue Wei pointed out that central enterprises, state-owned enterprises, and regional urban investment are still the main force.Among them, the participation rate of China Resources in this round exceeded 60%, 9 applications were registered, and 2 were won; Beijing Urban Construction and Shoukai both registered 6, and won 2 and 1 respectively; China Poster was named 5, and 2 was awarded; China Construction Department registered With 4 cases and 2 harvests, China Construction Second Bureau won the most popular lottery - the Taiyang Palace plot in Chaoyang District.At the same time, non-local real estate companies are more willing to enter Beijing, from Nanchang Municipal, Xiamen C&D, Yuexiu, Zhuoyue and Xiamen International Trade all participated.
"In terms of private enterprises, only three companies, Longfor, Maoyuan and Runze participated. Among them, Longfor is still based on the reserve price strategy and lays out low-premium land plots, becoming the only private enterprise that has achieved success in this land auction. Runze paid the registration deposit for the Xiaowayao plot half a month in advance, raised the placard many times, and had a strong willingness; Maoyuan focused on the construction of high-end residential brands, in addition to continuing to develop the Lize radiation circle plate in Fengtai District, participated in Cuigezhuang in Chaoyang District and Shunyi District Master Xue Zhuang plot." Yue Wei said.
Yue Wei said that from the final transaction results, due to factors such as lottery lottery and enterprise development strategies, state-owned enterprises are still the protagonists of this round of local auctions.
There are signs of soil shooting fever
Zhang Kai, head of the Land Division of the Middle Finger Research Institute, believes that although the second round of soil auctions in Beijing has been postponed for a week due to the epidemic, the popularity of soil auctions is still showing signs of recovery.
Yuewei also believes that under the influence of the epidemic, the resilience and stability of the Beijing market have once again become prominent, and the willingness of enterprises to participate is still strong. The performance of this round of soil auctions is stable and in line with expectations. It is still the core basis for real estate companies to acquire land.
Regarding the reason for the recovery of the Beijing land market, Yue Wei pointed out that from the perspective of supply, this round of supply is closer to the actual market demand.First of all, the land supply area this time is relatively good. Chaoyang District Taiyanggong and Fengtai District Yalinxi are the representatives of the core ring line and complete supporting facilities; the industrial areas such as Cuigezhuang in Chaoyang District, Pingxifu in Changping District, and Pingfang Village also have a moderate amount of housing supply. .
Secondly, the adjustment of bidding conditions is more conducive to the development of enterprises.This round of Beijing's land prices have decreased, and the number of supporting buildings has decreased, and the guide prices of commercial housing in some plots have even been inverted.For example, the re-listed Changping Pingfang Village plot reduced by 47,500 square meters of public rental housing, the Fengtai Xiaowayao plot was lower than the surrounding guide price by 5,000 yuan / square meter, Chaoyang Sun Palace, Fengtai Yalinxi plot and surrounding second-hand The residence is also upside down.
In addition, all the residential lands in this auction are purely residential properties, and there is no need to build public rental housing for mixed living. Only some of the plots have requirements for paid allocation of education, childcare, and commercial complexes.
Yuewei believes that the above changes have expanded the space between the cost of land acquisition and the sales price limit for enterprises, and have better sales prospects, which is conducive to the development of products more in line with market demand on the basis of maintaining a reasonable profit level, and is also conducive to regional development. Long-term stability of market price levels.
