Suzhou Tupai undercurrent surged "across the river dragon" and "local Han" 43.4 billion clashes 32 parcels

The first concentrated auction of Suzhou of the viewpoint real estate network came to an end three days after the battle of hundreds of real estate enterprises. During the period, the "Crossing the River Dragon" represented by OCT spent 8.5 billion yuan, and the deep ploughing "local Han" represented by Hengli won 4 places, becoming the two most dazzling players on the "field".

From May 31 to June 2, Suzhou sold a total of 32 land parcels with a total area of 2.478 million square meters, and finally all of them were sold for 43.441 billion yuan.

Among them, 2 plots in Gusu District, No. 20 plots in WuzhongCheng South, Xukou plots, 2 plots in Science and Technology City, and Olympic sports plots are the big hits of this land auction, and more than 100 housing enterprises participated in the auction.

The Wuzhong Taihu Lake New Town plot, Hushuguan plot and Wujiang and other plots, because the provisions are directional transfer, so the heat is low and there are not too many housing enterprises participating in the quotation, and they are all reserve price transactions.

It is worth noting that industrial and commercial information shows that as of May 26, Suzhou will add 2259 new real estate enterprises in 2021, and the actual control entities are mostly foreign housing enterprises, especially in South China.

On the other hand, Suzhou updated the rules for soil auctions. On May 21, the Notice on Strictly Implementing bidding requirements was issued, requiring companies with the same controlling entity not to participate in the auction of the same land plot at the same time and the source of land funds must be their own funds.

With this as a starting point, under the strict bidding rules such as "guiding the limit price + one-time quotation + near the average price", the land premium rate launched by Suzhou this time remained stable below 15%.

However, the confrontation between foreign housing enterprises and local housing enterprises still inevitably pushes the market heat to a new climax.

OCT 8.5 billion consecutive three sons

The heat of the land market can also reflect the land acquisition sentiment of housing enterprises. In three days, Suzhou concentrated on land supply and land acquisition of more than 43.4 billion yuan, which is equivalent to about 30% of the transaction price of the whole year last year.

It is not difficult to find that due to the continuous upward trend of the terminal market, the Yangtze River Delta region with Shanghai, Hangzhou and Nanjing as hot cities has become a must for large and small housing enterprises. Shanghai and Nanjing have strict restrictions on land acquisition and rely on "luck" lottery, and for Hangzhou, where the total transaction price of centralized land supply reaches 117.821 billion yuan, the price is insufficient to cover the land price.

As a result, many housing companies regard the Suzhou soil auction, which has undertaken the above pressure, as the last opportunity to make up for the Yangtze River Delta.

"Compared with Hangzhou, although the overall deindustrialization cycle in Suzhou is slower, the land market is not as fierce as it is, and most of the plots still have good profit margins even if they reach the price ceiling, and there are few restrictions, so they must be spelled out," said a housing enterprise.

Taking the commercial and residential land of No. 02 of Suzhou Industrial Park as an example, even if Nanjing Anju won with the highest premium rate of 15% and the transaction floor price of 25224 yuan / square meter, and the price of new houses in the surrounding area generally exceeded 40,000 yuan, there is a certain profit margin.

It is worth mentioning that more than 80% of the 32 plots of land transferred in this centralized transfer are the income of foreign housing enterprises. Among them, there are many enterprises such as OCT and Wuhan Urban Construction that have entered Suzhou for the first time.

Data source: public information, opinion index collation

According to the perspective of real estate new media, OCT entered Suzhou city for the first time with 8.5 billion yuan to pick up three sons, and won plots 16 and 17 in Gusu District, as well as plots 31 in Xiangcheng Yuan and 31, respectively, including the two most.

Among them, Xiangcheng Yuanhe land plot with a total price of 5.778 billion yuan became the highest total price of land plots, including residential, commercial, sports land and other formats. Plot No. 17 in Gusu District had the highest floor price, with a transaction price of 28,352 yuan / square meter, a premium rate of 13.41%.

In this regard, many people in the industry said that OCT's land acquisition in Suzhou this time is a "hat trick".

At the beginning of this year, the Suzhou Gusu District Government signed the "Tiger Hill Large-scale Cultural Tourism Comprehensive Renovation Project" with an investment of 6 billion yuan, which has not yet entered the harvest period. The Suzhou Auction Oct harvested two plots of land in Gusu District, which were speculated to be used for the linkage development of the above-mentioned cultural and tourism projects.

In addition, some media have noted that before the first official auction of centralized land supply in Suzhou, a large number of housing enterprises began to lay out subsidiaries in the local area.

Among the newly registered real estate companies in Suzhou from March to May, the number of newly registered real estate companies in Shenzhen Real Estate Enterprise Longguang exceeded 70, Greentown China registered 46, and Gemdale Group registered 29 new. In addition, the number of new registrations in China Merchants Shekou has reached 17, Huafa has more than 6, Helenburg has at least 4, and Country Garden and Fantasia are also more than 3.

Some people close to the above-mentioned housing enterprise investment and development said that although they cannot participate in the directly controlled subsidiary, they can participate in the name of the participating subsidiary, "for example, the company that uses the vest as the main body of the land and the company to participate in the shares can still increase the probability of obtaining the land." But at the same time, he said that once similar behavior is discovered, it will be banned from the Suzhou land market for the next three years.

Despite this, foreign housing enterprises continue to settle in Suzhou.

Hengli seized 4 places of heavy warehouse Wujiang

In fact, in addition to the first entry of OCT into Suzhou, other land-taking housing enterprises have been deeply cultivated in the Suzhou market for many years, largely to supplement the value reserves.

In December last year, Poly took the No. 74 plot of science and technology city not far from the No. 33 land obtained this time, and the intention of deeply cultivating Suzhou Science and Technology City is obvious. In addition, Poly, which has been in Suzhou since 2009, currently has 3 projects for sale in Suzhou.

Vanke, which cannot continue to get land in the Shanghai market for well-known reasons, has built a number of projects in Xiangcheng District since it first entered Suzhou in 2004, and this time it has won the Weitang plot in Xiangcheng again, in addition to hedging the Shanghai market, it can be seen that it is determined to make up for Suzhou.

In 2016, Xinli first entered Suzhou, but during 2020, it did not get any in the land market, and this time it took land again after a gap of 2 years. It is reported that the commercial and residential land parcels won this time will be developed by Weiguang Huitong, Weiguang Huitong is responsible for the commercial part, and Xinli is responsible for the residential part.

Looking at the results of land acquisition, Suzhou's local housing enterprises are not active. Only Hengli made special efforts on the last day, and won a total of 4 plots of land in Wujiang, due to directional sales, basically all of which were bottom price transactions. In addition, it was Su Gaoxin who won 3 conjoined plots in Baimajian through the reserve price.

Viewpoint Real Estate New Media learned that Hengli bid for wujiang yundong no. 02 plot at a reserve price of 2.546 billion yuan and a transaction price of 9793 yuan / square meter, requiring that while carrying out high-quality residential development and construction, another cultural tourism commercial complex project should be invested in the construction of a cultural tourism commercial complex within the planning scope of Taihu Lake, and commercial buildings and residential buildings must be started and constructed simultaneously.

In addition, within 36 months after signing the "Contract for the Transfer of the Right to Use State-owned Construction Land" for this residential plot, the new industrial investment in Wujiang District is not less than 5 billion yuan, and the foreign capital must be introduced to the account within 10 months from the date of signing, which is not less than 60 million US dollars.

"Hengli has the confidence and confidence to continue to take root and invest in Suzhou and Wujiang", Chen Jianhua, chairman of Hengli Group, has publicly stated, "As a local growing enterprise in Wujiang, Suzhou, Hengli Group's future new projects, as long as Suzhou meets the conditions, it will definitely be in Suzhou." ”

Judging from the cities in 22 cities that have completed the first centralized land supply, most of the cities are hot, of which the price of floor slabs in Chongqing and Xiamen has increased by more than 45%. Although the Suzhou land market is still hot, the residential plots are basically above the suspension price premium transaction, and the overall stability is below 15%.

Lu Wenxi, a market analyst at Shanghai Zhongyuan, pointed out that there has been urban differentiation in the Yangtze River Delta. Compared with Ningbo, Wuxi and other places, Suzhou's land market is hot. It shows that the land within the city is based on the location, the nature of the land, etc., and the investment differentiation of housing enterprises is also more obvious.

He further pointed out that due to the sharp decline in the net profit of housing enterprises, housing enterprises with weak operational capabilities pay more attention to regional commercial maturity in investment, are unwilling to spend time to operate a project, and try to avoid uncertainties in profitability.

This article originated from the viewpoint real estate network