In 2022, Shanghai's second batch of concentrated land supply 78 billion yuan in total land acquisition TOP3 Huaolu Poly China Merchants Hua 丨 Land

China Fang Daily reporter Fu Shanshan 丨 Shanghai report

On July 28, with the successful transfer of the last plot, the second batch of concentrated land supply in Shanghai this year also ended.

This time, Shanghai launched a total of 34 plots (including 2 urban villages renovation plots), involving Pudong, Jing'an, Changning, Putuo, Yangpu, Baoshan, Minhang, Songjiang, Qingpu, Fengxian, Jinshan, 12 areas. The total price was about 74.646 billion yuan. The land transfer was filmed in 4 days from July 25th to July 28th, with a total of 78 billion yuan.

"On the first day of concentrated land supply in Shanghai, the heat is relatively high." Zhang Kai, the head of the Land Division of the Medical Research Institute, said that in the current adjustment period of the real estate market, the risk aversion trend of investment in real estate enterprises is relatively obvious. The sought after by housing companies, Shanghai's overall exfoliation speed and sufficient profit margin, which is attractive to housing companies.

Among the plots launched this time, two are the land reconstruction plots in the city, and 9 are only one of the only one bidder. The 11 plots are finally sold at a reserve price; There were 23, of which 13 plots were auctioned to the suspension price and entered the "one quotation" link, and the competition was fierce.

Because Shanghai has improved the quality of the plot this time, the average transaction building price is 33224 yuan/square meter, which is nearly 68.6%from the first batch of 19,707 yuan/square meter this year, and the average premium rate is 4.49%, compared The first batch of 3.32%this year has improved.

From the perspective of land acquisition enterprises, state -owned enterprises and central enterprises are still the main forces. China Merchants Shekou, Poly Development, and Huafa shares have demonstrated their determination to lay out Shanghai, occupying TOP3 of the total list of real estate companies, respectively. In addition, many companies that are worthy of attention have appeared in this round of concentrated land in Shanghai. For example, Xincheng Holdings and Baohua Group, which rarely get land in Shanghai in the past two years, and the first new faces in Shanghai, Nanchang Municipality.

In addition, Zhang Kai also mentioned that from the results, the recovery of the real estate market in Shanghai is strong. In the case of a short time with the first batch and the pressure of corporate funds, the situation in this joint land acquisition has increased significantly Essence

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A number of high -quality plots quoted housing companies fiercely competing

"Someone is happy and someone is regrettable"

After the rapid shipment returning in June, the land transfer at the end of July was also regarded by the industry as the land -picking feast of some housing companies.

From the perspective of the land texture, there are many high -quality land launched by Shanghai in Shanghai.

"Now local governments are willing to come up with such a good land, and it also shows considerable sincerity." According to Lu Wenxi, an analyst of Shanghai Zhongyuan Real Estate Market, the Shanghai Tuzu government has a high sincerity in this round. Many other plots such as Xu Jing and Qibao are popular plates with higher attention. Therefore, developers have high enthusiasm for land to take land and also promote the normal entry of the Shanghai land market.

On the afternoon of July 25th, the 77-01 plot of No. 17/1 Hill 77-01, 232 neighborhood, Xinyi Town, Changning District, was one of the biggest places in this batch of Shanghai.

According to the data, the land itself has fewer land, and the land is located in the western suburbs between Changning China and Foreign Ring. It is close to the Shanghai Zoo on the left and not far from the right side. Mingyuan Villa, Qingxi Garden in the West Suburb, and Tan Palace developed earlier with historical villa areas. The living environment is quite quiet. Although it is not an absolute city center, the transportation is convenient. As a result, the land has attracted much attention once it was launched.

"This land is also very attractive from the perspective of technical indicators. The 1.2 plot ratio can make some row or superimposed villas and then cooperate with a little multi -layered house product. Although it is not as good as the surrounding villas, such a low plot ratio is under the moment. It is rare. In addition, the real estate linkage price of this plot reached 163,000 yuan/square meter, breaking the highest real estate linkage price of the Shanghai land market, which is similar to the average pre -sale record price of Xintiandi last year. This is objective. It also affirmed the value of this land. "Lu Wenxi said.

Although the total price of the plot is less than 3 billion yuan, coupled The plot is interested, but for some Hong Kong -owned real estate companies or mainland boutique real estate companies that are good at making luxury homes, winning this land is a rare opportunity to show product power.

According to the Shanghai Land Transaction official website, the plot attracted 6 companies in Poly Development, Chinese Enterprise, China Merchants Shekou, Xinchang Ning, Shanghai City and Xincheng Holdings. After fierce competition, Shanghai City Investment Holdings won with 2.763 billion yuan, with a premium rate of 9.67%. From the perspective of the auction, it is mainly concentrated in the competition between Shanghai City Investment Holdings and Chinese enterprises. The two companies have a positive offer. You chase me. After 36 rounds of bidding, the land stop was triggered and entered the one -time quotation stage. As the quotation of Shanghai City Investment Holdings is closest to the average price, the final victory was won.

In Lu Wenxi's view, Chinese enterprises have developed many projects in Changning. This time, it was unfortunate that it was unable to win this land.

It is worth noting that the linkage price of the plot housing is as high as 163,000 yuan/square meter, setting the highest record of Shanghai land transfer guidance price since the "price limit" policy.

In addition to Changning's house, the interaction price of the real estate is 64,000 yuan/square meter, the north side of the B6-01 plot on the north side of Shuanglian Road, Xujing Town, Qingpu District, and also triggered a fierce competition for real estate companies.

According to data, the plot attracted 4 housing companies and 3 bidding buyers to participate in on -site transactions. After several rounds of quotations, the plot entered the one -time quotation phase after the stopping price was touched. In the end, Nanchang Municipal Public Real Estate Group Co., Ltd. (hereinafter referred to as "Nanchang City") and Shanghai Hongrun Real Estate Co., Ltd., a subsidiary of China Merchants Shekou The total price of 4.484 billion yuan competed, the transaction building price was 34225 yuan/square meter, and the premium rate was 9%. In the 4 -day trading time, 23 plots were traded on the spot, of which 13 plot offers touched the suspension price and entered the quotation stage. The proportion of plots entering a quotation accounted for more than 50%, and the premium rate of 8 plots exceeded 9%.

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State -owned enterprises and central enterprises are still the main private enterprises to show the enthusiasm of participating shooting

Among the second batch of land -picking enterprises in Shanghai, state -owned enterprises and central enterprises are still the main force of land acquisition. This feature is consistent with the trend of concentrated land supply in key cities.

Of the 15 plots of the first batch of concentrated land supply on the first day of the concentrated land supply, 14 plots were won by state -owned enterprises and central enterprises, with a proportion of more than 90%. Judging from the overall transfer of land supply in the second round, the proportion of real estate companies with the background of state -owned enterprises and state -owned enterprises accounted for at least 80%.

Among them, the three real estate companies of China Merchants Shekou, Poly Development, and Huafa have won a total of 13 plots this time, accounting for 40 % of the land, indicating that the three companies' determination to pick up land in Shanghai is greater. According to market rumors, in this round of concentrated land supply, nearly 20 plots have been signed up by China Merchants Shekou and Poly Development, and Huafa also signed up nearly 10 plots.

Judging from the results, the three real estate companies did win. China Merchants Shekou and Poly developed. Each transfer has a land income sac, and the number of land acquisition is 5 pieces. It is listed into this round of real estate companies with the most land in Shanghai.

From the perspective of land acquisition, the total price of the five plots won by China Merchants Shekou reached 16.478 billion yuan. If the amount of equity contribution is calculated according to the average share of land acquisition, China Merchants Shekou spent about 7.669 billion yuan. The total price of the five plots won by Poly Development reached 17.806 billion yuan. According to the same calculation method above, Poly Development cost 8.333 billion yuan.

In this year's first batch of concentrated land supply, China Merchants Shekou showed the determination of heavy warehouse Shanghai and spent more than 10 billion yuan to get land, becoming the highest amount of land and the highest amount of land at that time. In the first round of centralized Poly's development of granules, this time also learned the experience and lessons of the previous round. In this round Quite rich.

Huafa has obtained 4 plots in this round of land. Although the number of land acquisition is not as good as China Merchants Shekou and Poly developed, because the number of independent land acquisition is large, Huafa has also become the highest amount of land in this round of land. The total price of the land in the enterprise reached 11.519 billion yuan. In addition to the land of the consortium, Huafa's equity has also exceeded 10 billion yuan.

Compared with the above -mentioned real estate companies, Lujiazui Group also obtained two plots this time, but because they are independent land acquisition, the total price of two plots has reached 7.935 billion yuan, and the land acquisition amount is second only to Huafa shares and Poly. Yuexiu Real Estate, Nanchang Municipal and other enterprises have also won two plots.

In this supply, some private housing companies have not been obtained in Shanghai for a long time also showed higher enthusiasm for participating shooting. For example, the new city holding as one of the six bidders in the Xinyi Town plot of Changning District is the last time in the Shanghai Open Market, it was May 2020.

During the auction of the Changning plot, Xincheng Holdings also entered the final quotation session, but because the quotation and the average price of the plot were much different, they eventually lost their arms with the plot.

"It really needs some luck in Shanghai to shoot land, and it is regrettable." A insident close to Xincheng Holdings said. Changning's land is indeed high -quality. New City Holdings Shanghai Company also prepared sufficient land acquisition money. From its opinion, it would be an inspiring thing if it could win the plot.

After the second round of concentrated land in Shanghai successfully won a plot on the first day of concentrated land supply, an employee of Baohua Group sent a circle of friends and wrote "Putuo, we are back", which is difficult to hide the excitement. According to public information, Baohua Group developed the Baohua City Star Project in Putuo in 2018. At present, the second -hand house price of the project is about 120,000 yuan/square meter.

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New faces are the first to enter Shanghai United Land to share the pressure

The land market pattern of Shanghai has been changing, and it is also constantly attracting new faces to join.

In the land transfer of the second and third days, the consolidated consortium of Nanchang Municipal Municipal and China Merchants Shekou respectively won 2 houses in Jiading District and Qingpu District, and these two land touched the suspension price once after multiple rounds. In the quotation stage, competition is fierce. At the same time, the premium rate of two land also exceeded 9%.

Nanchang Municipality is a real estate business platform under Jiangxi State -owned Assets. According to the official website of Nanchang Municipal Public Group, Nanchang Municipal Public Real Estate Group is a comprehensive real estate operator integrating investment, development, operation, and management. It has been deployed in 15 cities including Beijing, Tianjin, Shandong, and Jiangsu.

For a long time, Nanchang Municipality has cooperated with housing enterprises many times. Among them, the cooperation is more frequent and close to Sunac China. The cooperation between the two can be traced back to 2014. No. 1 project (ie Beijing Embassy 1).

This time, Shanghai concentrated land, and Nanchang Municipality partnered with China Merchants Shekou, winning two plots in one fell swoop. Lu Wenxi believes that new faces like Nanchang Municipality can cooperate with real estate enterprises that have taken root in Shanghai for a long time. It is an ideal solution to obtain land for breakthroughs. It is worth noting that compared with the first batch of concentrated land supply, this round of Shanghai concentrated land supply significantly increased land acquisition. In the first round of land supply, China Merchants Shekou was still receiving land alone, but in this round of land supply, the plot taken by China Merchants Shekou was all consolidated land.

Lu Wenxi said that China Merchants Shekou has expanded in Shanghai in recent years very fast, and the signal of heavy warehouse Shanghai is very clear. However, it can also be noted that after the continuous expansion, China Merchants Shekou also adopted the method of joint landing. It may be based on two aspects of factors. One is that continuous land acquisition funds will definitely have pressure; on the other hand, market expectations may need to be cautious and optimistic in the future, and joint land acquisition can share pressure.

In addition to China Merchants Shekou, Poly Development is also in Shanghai in Shanghai. It can be seen that even with the background of state -owned enterprises and state -owned enterprises, the capital side is always an unavoidable pressure on housing companies, and the strong union can achieve the effect of "1+1 greater than 2".

Lu Wenxi believes that the smooth transactions of these land transferred in Shanghai also show the texture and toughness of the Shanghai property market, and also add some confidence to the off -season in July and August. It is expected to be boosted, and the subsequent market transaction will continue to run.

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Editor in charge: Li Hongmei Liu Ya

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