The first round of centralized land supply in 2022 kicked off.

According to statistics from China Securities Journal reporters, at present, Hangzhou, Nanjing, Jinhua, Ningbo, Tianjin and other places have disclosed the first batch of centralized supply plots.

From the perspective of supply, the phenomenon of "hot in the south and cold in the north" in the land market continues.

Among them, Tianjin has significantly reduced the scale of land supply, and Fuzhou, Qingdao, Hefei and other places have completed the first round of soil auctions of the year.

Judging from the results of the land auction, the land market is more differentiated, and the overall performance is uneven.

Hotspots increase residential land supply

  Judging from the land supply plans disclosed in various places, the hotspot areas represented by Guangzhou will increase the supply of residential land in 2022.

  According to the "Guangzhou 2022 Construction Land Supply Plan" recently disclosed by the Guangzhou Municipal Bureau of Planning and Natural Resources, the total planned supply of construction land in the city is 2,505 hectares.

Among them, residential land is planned to supply 751 hectares, accounting for 30% of the planned total.

Commodity residential land is 437 hectares, accounting for 58% of the residential land supply plan, accounting for 17% of the planned total; non-commercial residential land is 314 hectares, accounting for 42% of the residential land supply plan.

  The "Guangzhou 2021 Construction Land Supply Plan" shows that in 2021, Guangzhou plans to supply a total of 2,544 hectares of various types of land.

In terms of land use structure, industrial and commercial use land, public management and public service land, and residential land account for 46%, 29%, and 25% respectively.

  Nanjing recently launched the first round of "two episodes" of land supply in 2022.

There are 20 residential lands in this round, with a total starting price of 26.723 billion yuan.

Yin Yuxuan, an analyst at the Land Division of the China Index Research Institute, said that in this round of land supply, Nanjing has appropriately increased the real estate price difference of the plot, which has further increased the profit margin of the company.

  In contrast, the scale of the first round of centralized land supply in non-hot areas represented by Tianjin has been significantly reduced.

  On March 25, the Tianjin Municipal Bureau of Planning and Natural Resources announced the first batch of 30 collectively-transferred plots in 2022, including 29 residential land and 1 commercial land.

The 30 parcels of land sold have a total area of ​​2,050,900 square meters and a construction area of ​​3,363,100 square meters. The starting price is 26.9 billion yuan and the deposit is 5.4 billion yuan.

All plots are listed from April 15, 2022 to April 25, 2022.

  The Middle Finger Research Institute said that compared with the first batch in 2021, the area for the first batch of land supply in Tianjin in 2022 will be reduced by about half.

Binhai New Area will only supply 3 sites this time, and 8 in 2021.

In 2021, Tianjin will sell 58 land parcels in the first batch, covering an area of ​​about 4.02 million square meters, with a construction area of ​​about 7.23 million square meters and an average floor price of about 7,852 yuan/square meter.

Complete the first round of soil auctions in multiple locations

  According to the reporter's statistics, as of now, Fuzhou, Qingdao, Hefei and other places have completed the first round of soil auctions this year.

Judging from the results of the land auction, the land market is more differentiated, and the overall performance is uneven.

  On March 16, Fuzhou held the first round of centralized land auction in 2022.

According to the transfer plan, a total of 18 plots participated in the auction, with a total starting price of 16.435 billion yuan.

Among them, three cases were withdrawn on the spot, and three cases were passed in.

In the end, 12 parcels of land were successfully sold, with a transaction value of 6.63 billion yuan.

Among the 12 parcels of land that were transacted, 8 parcels were sold at the reserve price, and 2 parcels reached the ceiling price.

The overall premium rate of the transacted plots was 4.2%, a slight increase from the third round of land auctions in 2021.

  Among the real estate companies participating in this round of auctions, with the exception of a few branded real estate companies such as China Shipping and Poly, local state-owned enterprises in Fuzhou account for nearly 80%.

Xiamen C&D Inc., which is deeply involved in Fujian, has become the biggest "winner" of this land auction. The company won two popular plots in Jin'an and Cangshan with 2.969 billion yuan.

  Kerrey's analysis believes that under the background of the cooling real estate market, the cash flow of real estate companies is still tight, and the enthusiasm for land acquisition has not been fully mobilized.

Shanghai suspends land sale

  It is worth noting that some areas have temporarily suspended land transfer due to the epidemic.

  On March 28, the official website of the Shanghai Land Market issued a document stating that due to the needs of epidemic prevention and control, in response to the city's epidemic work, the transfer of the right to use state-owned construction land in Shanghai is now suspended.

In the follow-up, trading activities will be restarted in a timely manner according to the overall arrangement of the city's epidemic prevention and control work.

  According to the above-mentioned document, the bank demand deposit interest of the same period generated during the suspension period of the paid transaction margin will be refunded after the transaction closes.

The period for the supervision of commercial housing land transaction funds shall be set separately.

  It is understood that in the first round of centralized land supply in Shanghai in 2022, a total of 40 residential plots have been listed for sale, with a total transfer area of ​​2.1051 million square meters and a starting total price of about 85.07 billion yuan.

Among them, 36 plots are pure residential land and commercial and residential comprehensive land, with a total transfer area of ​​1,997,000 square meters; 4 are urban village land renovation projects, with a total transfer area of ​​108,100 square meters.

From the perspective of the distribution of land plots, the Lingang New Area of ​​Shanghai Free Trade Zone has the largest supply of residential land, involving a total of 8 plots; Qingpu District and Songjiang District each have 5 sold; Baoshan District has 4 sold; Fengxian District, Jiading District District, Minhang District and Pudong New Area each sold 3 parcels; Jinshan District and Putuo District each sold 2 parcels; Xuhui District and Yangpu District each sold 1 parcel.

  Yan Yuejin, research director of the Think Tank Center of the E-House Research Institute, told reporters that the overall land transaction market in various places was not good in the first quarter, and it is necessary to prevent all kinds of housing companies from piling up and grabbing land in the second quarter, especially in individual cities.

In addition, it can be seen from the suspension of land auctions in Shanghai that the impact of the epidemic on the real estate market in the past was more aimed at the housing sales market, but now it is also necessary to pay attention to the impact on the land transaction market.

Real estate enterprises need to scientifically make overall arrangements for land acquisition plans.