Recently, a new round of centralized land transfer information has been disclosed in many places.
Someone from a real estate company told a reporter from China Securities Journal that if real estate companies acquire land in the first half of the year, they can usually sell them in time for the year.
After the Spring Festival, some real estate companies have begun to acquire land.
Institutional data shows that in the first week after the Spring Festival, the key monitoring urban land market transaction premium rate reached 8%.
Release announcements
On February 9, the Jiangxi Provincial Land Use Rights and Mining Rights Online Trading System listed 11 residential plots in Nanchang, with a total starting price of about 4.825 billion yuan, which will be auctioned on March 11.
Among the 11 plots launched this time, there are 3 plots in Xihu District and Jiulonghu District, 2 in Economic Development Zone, and 1 in each of High-tech Zone, Qingshan Lake District and Qingyunpu District.
The announcement of the listing and transfer of state-owned land use rights issued by the Xuzhou Municipal Bureau of Natural Resources and Planning shows that a total of 26 plots have been listed, with a total transfer area of about 930,000 square meters and a total starting price of about 7.132 billion yuan.
Among them, there were 5 assignments in Tongshan District and 7 assignments in Jiawang District.
The above land will be auctioned on March 16.
In terms of first-tier cities, Shanghai, Beijing and other places have disclosed the first round of centralized land supply in 2022.
On January 26, the Shanghai Land Transaction Affairs Center released the information notice for the first batch of residential land in Shanghai in 2022, and the first batch of residential land in Shanghai in 2022 will be released from February 21 to February 25. It is expected that the transaction will be organized centrally in the first half of April.
In early January, Beijing released the first batch of commercial residential land sales announcements in 2022. There are 18 cases in total, with a total land area of about 83 hectares and a total construction scale of about 1.69 million square meters. The transactions will be concentrated in the middle and late February.
Real estate land reserves are at a low level
Affected by factors such as the Spring Festival holiday, the scale of land acquisition by real estate companies in January fell significantly year-on-year.
Judging from the land acquisitions disclosed by listed companies in January 2021, many listed companies acquired land in January significantly less than the same period last year.
On the evening of February 14, OCT A disclosed its main business operations in January 2022.
In January 2022, the company achieved a contracted sales area of 172,000 square meters, a year-on-year decrease of 44%; the contracted sales amount was 3.15 billion yuan, a year-on-year decrease of 51%.
In terms of newly added land, in January 2022, OCT A newly added the Splendid Tianfu plot, which is located in Longquanyi District, Chengdu. The planned land use is cultural and tourism comprehensive land, and the total land price is about 381 million yuan.
In January 2021, OCT A achieved a contracted sales area of 316,100 square meters, with a contracted sales amount of 6.447 billion yuan.
In January 2021, the company added 3 new land parcels, with a total land price of 3.495 billion yuan.
Some real estate companies are not very motivated to acquire land.
China Merchants Shekou disclosed that in January 2022, the company achieved a contracted sales area of 705,600 square meters, a year-on-year decrease of 27.66%; the contracted sales amount was 15.147 billion yuan, a year-on-year decrease of 38.47%.
The company has newly added the Kaili Road East Plot Project in Yancheng City, the Tinghu District Plot Project in Yancheng City, and the Tianshi Plot Project in Zhenhai District, Ningbo City, and the prices to be paid are RMB 1.503 billion, RMB 330 million and RMB 604 million respectively.
In January 2021, China Merchants Shekou added 9 new projects, many of which exceeded 1 billion yuan.
Among them, the land area of the Xintang North unit project in Xiaoshan District, Hangzhou is 44,600 square meters, and the building area is about 98,100 square meters; the land use is urban residential land, and the land use life is 70 years; the total transaction price is 1.527 billion Yuan, the company owns 100% equity of the project.
Institutional data shows that in January 2022, the total amount of land acquired by TOP100 enterprises was 83.7 billion yuan, and the scale of land acquisition decreased by 62.6% year-on-year.
The total amount of land acquired by TOP100 companies through bidding, auction and listing accounts for 66.7% of the land transfer fee in 300 cities across the country.
Seize the opportunity to acquire land
Someone from a real estate company told a reporter from China Securities Journal that if real estate companies acquire land in the first half of the year, they can usually sell them in time for the year.
Judging from the financial reports disclosed by housing companies, many housing companies have not acquired land in 2021, and their land reserves are at a low level.
After the Spring Festival, some real estate companies began to acquire land and carry out project construction.
Institutional data shows that in the first week after the Spring Festival, the key monitoring urban land market transaction premium rate reached 8%.
The increase in the premium rate was mainly driven by the high premium transactions of a number of commercial land in Shanghai and Hangzhou.
Among them, 8 of the 35 commercial land sold in Hangzhou were sold at a premium. The premium rate of the Qiaoxi Gongchen Bridge, Qinglong Xiaohe Unit, and Chongxian New City was as high as 50%, and the competition was fierce.