Leju Buying a House News Wang Yu On October 11, the registration for the second round of centralized soil auction in Beijing closed.
In this land auction, a total of 43 parcels were hung, involving 13 districts, with a total area of about 245 hectares and a total construction scale of about 4.96 million square meters. The characteristics of land supply have changed the trend of tilting to the south in previous years, Chaoyang, Haidian and Changping have increased, Chaoyang District has 11 cases of land supply this time, there are 6 plots in the north sun river, 4 cases in Haidian District, and 4 cases in Changping District.
However, judging from the results of the registration of housing enterprises, there is a big gap between the hot situation of the first round of land auction registration in May, which exceeds market expectations and also triggers four speculations about the future property market.
1. The overall abandonment rate is as high as 62%, and the Beijing property market enters the winter ahead of schedule.
In this registration, the total number of participating housing enterprises is less than 30, of the 43 parcels of land listed, only 16 plots of land have been registered by housing enterprises, 1 case of bidding, 26 parcels of land are unpopular, and the abandonment rate has reached 60%.
In the first round of land supply in Beijing in May, more than 50 housing enterprises applied for it. At the same time, of the 30 parcels of land auctioned, up to 25 parcels of land all touched the upper limit of land price, and 10 broke through the defense line (land price, government-held share or bidding for the upper limit of public rental housing) and entered the bidding for high-standard residential construction plans.
The above results show that Beijing's primary land market has entered winter, and the deep-seated reasons for this come from the correlation effect of the secondary residential sales market.
Housing enterprises in the current policy and market environment, facing more and more difficult problems, residential profit dilution, resulting in enterprises to adopt a high turnover strategy to maintain the scale of development and operation, but in the current policy environment, the overall expectation of the residential market is lowered, so that the sales pressure of housing enterprises increases, the collection of funds encountered obstacles, coupled with the current strengthening of financial supervision, and finally make housing enterprises encounter financial difficulties, it is difficult to have spare energy to the market to get land.
The consequences are also very serious, on the one hand, the government's land revenue is greatly reduced, which has a greater impact on local fiscal revenue, on the other hand, it means that after half a year, the supply of The Beijing residential market will be greatly reduced, which is not good news for buyers.
2, Chaoyang District's traditional aura is no longer there, the future prospects are vast?
Judging from the location of the abandoned plots, in addition to some suburban plates such as Fangshan, Huairou and Pinggu, 10 of the 11 pieces of land in the traditional popular Chaoyang District are unpopular, which is both unexpected and reasonable.
Chaoyang plots are concentrated in the eighteen-mile shop, Sun He, Wang Siying several plates, the project after the development of land "can not calculate the account", is the main reason for the chaoyang plot cold.
Taking Sun He as an example, Sun He several plot plots plot plot ratio of 1.5, the product category should be garden houses, but the floor price is 60,000 2, if the future price of 80,000 profits are not large, the sales cycle is elongated and easy to lose, if the price is 85,000-90,000, do not do villa products, and it is difficult to support, which is like chicken ribs for developers.
Therefore, even if there is an aura in Chaoyang District, if from the perspective of the conditions for transfer, the real estate price cannot open the reasonable price difference, coupled with the excessive short-term supply in the area, resulting in sales competition, which will make enterprises retreat.
Coming to Chaoyang to take land, it is a large state-owned enterprise with sufficient funds and deep cultivation in Chaoyang.
Jinyu + Kuntai registered for plot 693 of Eighteen Lidian in Chaoyang District, making the plot the only plot of land in the 11 parcels supplied by Chaoyang District to be registered by real estate enterprises.
As a large state-owned holding enterprise in Beijing, Jinyu takes "new green building materials manufacturing, trade and services, real estate development and operation, property management" as the main business, and the latest residential projects developed and constructed in Beijing, including Jinyu JinlinFu and Jinyu University.
As a key enterprise supervised by the State-owned Assets Supervision and Administration Commission of Chaoyang District, Quintiles' product lines are mainly concentrated in public construction products (office buildings, hotels, commercials, etc.).
It is expected that the future project will be operated by Jinyu.
3. China Overseas OR China Resources, the champion of the soil auction, the emperor of the real estate market?
The real estate enterprises participating in the registration this time are mainly central enterprises and state-owned enterprises, as the eldest son of the republic, in addition to commercial operation, they also shoulder social responsibilities, many of which are the leaders of the current property market, and China Shipping and China Resources are outstanding representatives.
In the first round of land supply, China Shipping carried tens of billions of funds, vigorously encircled 18 pieces of land, but finally gave up for profit considerations, after more than half a year of dematerialization, most of the projects on sale have passed the mid-market, and it is time to replenish.
The above factors contributed to the positive return of China Shipping this time, and at the same time registered 8 plots such as Shijingshan, Haidian, Changping, Fengtai and Daxing, with a total amount of more than 30 billion yuan, most of which are hot plots with superior location.
In the past two years, China Resources has been quite successful in the land market, with a precise vision of the land, and real estate such as Haidian Happiness Lane and Guangrui House have become cash cows, and they are more good at group development with a group of fixed partners to diversify risks. This time, the soil auction is making a comeback, supplemented by independent registration + joint registration, and participating in the competition for 7 parcels.
China Shipping and China Resources, who can win the king of the soil, who can lay a larger territory, which determines the future Beijing market share and strategic pattern for two real estate giants of similar magnitude.
4. China Railway Department joins forces to attack, or becomes the biggest dark horse in the soil shooting?
China Railway real estate enterprises (China Railway Real Estate, China Railway Nord) this registration performance is eye-catching, a total of 8 parcels of registration.
The two enterprises are a representative real estate enterprise under the China Railway Department, Beijing China Railway Nord Real Estate Development Co., Ltd., whose parent company is China Railway Construction Engineering. China Railway Real Estate is a large real estate enterprise engaged in real estate development under China Railway.
China Railway real estate enterprises in Beijing development and construction of well-known real estate, for Fengtai Nord Yifu, Chunfeng and Courtyard project, the two real estate plots adjacent, blood veins, although they are competitors, but because of the joint area to do hot, get the market favor, achieve good sales performance, counted as a win-win model.
The second soil auction, in the private enterprises are embarrassed, the thunderstorm is constantly at the moment, the state-owned enterprises with deep pockets - China Railway Double Star at the same time, there is a great trend of bottoming out, whether it can become a dark horse of the soil auction, there is also a non-negligible impact on the future property market pattern, it is worth follow-up observation.
Regarding this soil auction, there are more suspense, and we will report on it at any time to synchronize with you.
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Article source: Happy house to buy a house
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