After Changsha, Chongqing and Ningbo, Shenzhen is the 4th city that has not passed in land auctions among the 22 cities in the country's first round of land supply this year.

　　Yesterday (April 29), all 8 residential land in Shenzhen were sold at the top price, and the transaction amount was as high as 19.33 billion yuan!

19 real estate enterprises participated in the auction, most of which were state-owned and central enterprises. It is not difficult to see that private enterprises are still quite cautious in acquiring land.

　　China Resources, China Shipping, Poly, China Merchants, Huafa, Vanke, Gemdale, Yuexiu, Zhuoyue, Shum Yip, Anju, C&D Inc., Lianfa, Tianjian, Hancheng Real Estate, Pingshan City Investment, Guangye, Special Construction Development, Shenzhen Shantou Investment Control and other 19 real estate companies participated in the auction.

Among them, China Resources, a state-owned enterprise, won two Guangming homesteads.

Vanke, the only land-acquiring "private enterprise", won the largest plot of land in this field, falling on Jiangang Mountain for the second time.

The Longhua Minzhi plot is the most favored, with more than ten real estate companies intending to do so.

　　Of the 8 parcels of land, 7 of the residential land belong to the land with restricted price, and the price of 4 parcels of land has been increased by 2,000-4,500 yuan per square meter compared with last year.

Land specific situation

　　China Resources won the first transaction site, A607-0888 in Guangming Yutang. The auction price is the maximum price of 1.904 billion + the auctioned construction area is 5,500 square meters, and the sales limit (average price) of ordinary commercial housing is 47,150 yuan / square meter.

　　The second transaction land is G12303-8078 in Longtian, Pingshan, which was won by Pingshan City Investment. The maximum price is 951 million + the auction and construction area is 7,500 square meters. The ordinary commodity residential sales price (average price) is 37,500 yuan/square meter. Meter.

　　Vanke + Anju won the Baoan Xin'an A012-0112 parcel with the maximum price limit of 7.051 billion + 26,000 square meters of auction area. The sales limit (average price) of ordinary commercial housing is 87,494 yuan / square meter.

　　The A818-0478 parcel of Longhua Minzhi was won by Kezhigu (Shenye) + Longhua Talent Housing with a ceiling price of 3.78 billion + 12,700 square meters of competitive construction.

The sales price limit (average price) of ordinary commercial housing is 72,150 yuan/square meter.

　　Bright Phoenix A818-0478 land was won by China Resources at the maximum price of 2.227 billion + 19,050 square meters of competitive construction.

The sales price limit (average price) of ordinary commercial housing is 48,900 yuan/square meter.

　　Pingshan Ishijing G12314-8035 parcel: Tianjun (Tianjian) built 42,360 square meters with 2.576 billion yuan + competition, and won the land.

The sales price limit (average price) of ordinary commercial housing is 37,500 yuan/square meter.

　　Longgang Baolong's G02310-0001 parcel was won by Talent Housing Group for 149 million yuan, which is an affordable rental housing for the company.

　　The Shenshan E2021-0001 parcel was won by Shenshan Shenzhen Investment with 692 million yuan + 35,980 flats for the construction of the competition!

The sales price limit (average price) of ordinary commercial housing is 11,000 yuan/square meter.

Warming signal?

　　Li Yujia, chief researcher of the Guangdong Provincial Housing Policy Research Center, believes that the government has boosted market sentiment, and the future price limit for new houses may be relaxed, and the next land auction may be better.

　　Li Yujia believes that the popularity of this local auction in Shenzhen is mainly due to three reasons:

　　1. The price limit has been raised, giving developers more profit margins, and developers are more motivated to participate.

　　2. The amount of land transferred this time is small, and the monks have more flesh and less flesh.

　　3. The digestion cycle of new housing inventory in Shenzhen is relatively low, coupled with the repeated epidemics and the backlog of housing demand, developers are full of confidence in the later destocking.

　　Li Yujia believes that central enterprises and state-owned enterprises are dominant in this land auction, which explains two problems: one is that Shenzhen's development is relatively difficult, the land price is relatively high, there are requirements for matching construction, and the comprehensive development ability of developers is relatively high, so State-owned enterprises dominate.

In addition, it also reflects that the current private enterprises in Shenzhen are still in the predicament of capital chain risk.

Shenzhen has also been a city with a relatively high concentration of thunderstorms for private enterprises since last year, and is still in the process of risk management.

　　Yan Yuejin, research director of the Think Tank Center of E-House Research Institute, believes that the Shenzhen land market is more competitive this time, which reflects everyone's recognition of the Shenzhen land market after the epidemic.

　　The companies participating in the land auction this time basically belong to the real estate enterprises with stable finances and strong outward expansion ability this year, and belong to high-quality real estate enterprises.

　　Judging from the land auction situation, after each plot has reached the maximum price limit, it fully shows that the willingness of real estate companies to acquire land is slightly stronger than expected.

From the perspective of land-auction real estate companies, including Vanke, Shenye, Pingshan Urban Investment and other companies, the acquisition of land by such companies will inevitably increase their land reserves in the Shenzhen market, and from the perspective of market conditions, such a market will inevitably form a relatively high level in the future. Good development situation, the development prospect of the relevant land is good.

　　Yan Yuejin believes that the real estate market is actually in a stage of being suppressed recently, because with the support of various financial policies, the real estate market is actually recovering slightly slower.

But on the other hand, in view of the current new situation of epidemic prevention and control and the content of the central government's support for real estate, in fact, there will be many new performances in the future.

　　Yan Yuejin said that for real estate companies, at least from the Shenzhen land auction market, it can be seen that they are still very supportive of acquiring land, or they are still optimistic about land investment in first-tier cities.

From the current point of view, the Shenzhen land auction market will still have a good performance. Similar land acquisitions will also have an impact or inspiration on real estate investment in other cities. In May, it is expected that the land auction market in some cities will have a positive recovery performance.