On September 23, the third batch of centralized land supply in Beijing was completed, and all 18 residential land-related projects were sold, with a total transaction value of 50.03 billion yuan and an average premium rate of over 6%.
According to the reporter of "Securities Daily", 10 parcels of land were sold at the reserve price on the first day of this auction, with a transaction value of 15.68 billion yuan; 8 parcels of land were transferred to offline auctions, and 34.35 billion yuan was collected on the second day.
"The scale of this round of land auctions is basically the same as the previous two batches (the first batch of 48 billion yuan and the second batch of 49.96 billion yuan), an increase of 0.71 percentage points compared with the second batch, and the popularity of land auctions has increased slightly. ." Zhang Kai, head of the Land Division of the China Index Research Institute, told the "Securities Daily" reporter.
In this regard, Chen Xiao, a senior analyst at Zhuge Housing Data Research Center, also said that from the perspective of the average premium rate, compared with 4.46% in the first round and 5.35% in the second round, the premium rate of this round of land auctions reached the highest value.
Compared with Hangzhou, Qingdao, Xiamen and other places that have completed three rounds of land auctions before, the premium rate of this round of land auctions in Beijing is also in a leading position.
The auction rules have been optimized again
Judging from the distribution of the 18 land parcels supplied in this round, Fengtai District is still a large land supplier, and 4 residential plots have been released in this round.
In addition, Haidian, Daxing, Fangshan, Shunyi, Miyun, etc. are also involved.
"In this round of land supply, over 60% of the plots are located in the 'three cities and one district' and around the industrial park, and over 70% of the plots are located along the rail transit line." Zhang Dawei, chief analyst of Centaline Real Estate, told the "Securities Daily" reporter, It can be seen that under the situation of maintaining the Fifth Ring Road to the Sixth Ring Road as the main supply area, it is consistent with the goal of “job-housing balance” proposed in the land supply plan at the beginning of the year to face the buyers’ demand for commuting and accessibility.
Zhang Dawei further said that the land prices for this time have risen and fallen. The starting floor price of block plots has been reduced.
It is worth mentioning that, since the second batch of centralized land supply, Beijing has gradually formed the habit of using pre-listing and online bidding to conduct a thorough investigation of the market, and then further optimizing and improving the bidding rules.
In the past, more than half of the land parcels in Beijing had to implement the "70/90" area limit, but in this round of soil auctions, Beijing no longer uses this as a constraint, and the soil auction rules have been optimized again.
In addition, Chen Xiao said that compared with the second batch of land auction rules, there are minor changes, such as the sale of land parcels without government ownership, and the expansion of the remaining land parcels in terms of the sale area of existing houses. For real estate companies, there are some More room to play to meet a variety of housing needs.
"Uneven hot and cold" differentiation is obvious
In this round of land auctions, the more competitive plots are the Haidian Yongfeng plot and the Fengtai Zuojia Village plot, both with a premium rate of 15%.
It is reported that in the bidding process of a plot of land in Yongfeng, Haidian, various real estate companies raised their placards cautiously, the auction pace was slow, and the scene entered the three-tone quotation stage many times.
After the bidding came to an end, China Resources Land + Beijing Urban Construction and C&D Real Estate chased each other, and finally the bidding "topped", reaching the maximum price limit of 4.1975 billion yuan.
In the stage of bidding for the sales area of existing houses, the "battle situation" is still stalemate.
In the end, China Overseas Land became the bidder for the land.
"Except for a few plots that were scrambled, most of the land was sold close to the reserve price, and the market showed a phenomenon of 'uneven hot and cold' differentiation." Zhang Dawei said that compared with the past, the difference between the land transaction price and the sales price limit has increased significantly. , the profit of developers is expected to increase, but it will also put pressure on the pricing of projects taken by developers in the early stage.
From the perspective of bidding companies, "the main force of land acquisition is still concentrated on central enterprises and state-owned enterprises, and a few high-quality private enterprises also participate." Chen Xiao said that overall, this round of land auctions performed well, but the hot and cold are distinct, and the high-quality plots The popularity is still high, and the premium rate has reached the highest level in the three rounds of land auctions. It can be seen that market confidence is gradually recovering, and real estate companies still have a long-term optimistic attitude towards the Beijing market.
Securities Daily reporter Wang Lixin