Our reporter Wang Lixin

  On the evening of February 16, the first-day transaction of the first round of centralized land supply in Beijing in 2022 was concluded. Except for one piece of land that passed the bid, 9 parcels of land were sold at the reserve price, with a total transaction value of 20.7 billion yuan.

It is reported that there will be 8 land auctions on February 17.

  "Compared with 2021, the land supply work in Beijing started earlier this year. The land in Chaoyang, Fengtai, Shijingshan and other areas has received bidding applications from many real estate companies. Among them, there are 2 land parcels in Chaoyang, the third phase of Changping Life Science Park, and Jingkai Development. The 4 plots in Jiugong Town have received a lot of attention, and more than 5 offers have been received." Pan Hao, a senior analyst at Shell Research Institute, told the "Securities Daily" reporter that China Overseas Real Estate, China Resources Land, Poly Development, Beijing Urban Construction, Shoukai Development Co., Ltd. Shares and other companies have high enthusiasm for participation, which is directly related to the relatively good capital status of stable housing companies.

In addition, the land acquired at the beginning of the year has the opportunity to form a sales reserve value within the year, which has also become one of the important factors for real estate companies to pay attention to this round of land auctions.

  "In 2022, the first batch of 18 land parcels will attract a total of 22 real estate enterprises (the participation of real estate enterprises will not be double-counted) and consortiums to participate in the registration. "Zhang Dawei, chief analyst of Centaline Real Estate, told the "Securities Daily" reporter that the Changping Life Science Park plot has the largest number of registered companies, with a total of 10 real estate companies participating, and the Chaoyang Cuigezhuang plot has 8 houses. Enterprise registration.

  "From the first round of centralized land supply projects, the overall land location is good, and some of the plots are scarce." Zhang Dawei said, in view of this, China Resources Land, China Overseas Properties and other central enterprises are still large land acquirers, and they acquired more land last year. The participation of companies such as Shoukai Co., Ltd. has been relatively reduced, and the overall land market has shown signs of recovery.

  In Zhang Dawei's view, the complex bidding rules reflect Beijing's precise control of the land market's implementation of "one place, one policy". Judging from the results of the first day of bidding, the land market is still very differentiated, with uneven distribution of corporate bids, and an unbalanced distribution of real estate prices. The company has not completely gotten out of the predicament of financial pressure, and the number of participating companies is obviously not as good as the first round of centralized land supply in 2021.

  However, compared with the two rounds of centralized land supply in the latter part of 2021, the first round of centralized land supply transactions in Beijing has recovered significantly.

"If the land is acquired at the beginning of the year, the project can be paid back within the year, so the real estate companies are relatively active." Zhang Dawei said, in addition, the Beijing real estate market has shown signs of recovery since the end of last year, and the average monthly second-hand housing transaction volume has recovered to 13,000 to 15,000 units. , Under the background of market stability, developers also began to increase land acquisition.

(Securities Daily)