In the new year, the atmosphere of “early spring” began to appear in Beijing.
On the afternoon of February 16, the first round of centralized land supply in Beijing in 2022 ended the online bidding, and half of the plots were sold at the base price. Another 8 plots will be auctioned on site tomorrow, with 41 real estate enterprises and consortia participating in the bidding.
Among the 18 plots for land supply in this round, 8 were sold at the base price, 1 was sold at a premium of 0.5%, and 1 was sold because no one signed up. According to the 21st Century Business Herald reporter, the total amount of land sold was 20.697 billion yuan, and most of the transaction subjects were central enterprises or local state-owned enterprises.
Compared with the situation of “one hot, two cold and three restraint” of centralized land supply last year, the first round of land auction in Beijing this year showed differentiation. On the one hand, half of the land was sold at the reserve price in a “rational” atmosphere. On the other hand, the popular plots began to resume “bidding”.
By analyzing the land plots, it can be found that in addition to the figure of central enterprises such as CNOOC, poly and CSCEC, land acquisition entities such as Beijing urban construction, Huairou Science City and Beijing Urban sub center investment and construction group all have the nature of local state-owned enterprises. Citic Securities Company Limited(600030) according to the analysis, local state-owned enterprises can play a role in supporting the bottom when the land transfer is cold, but if the proportion of land taken by local state-owned enterprises is too high, it means that the land market is quite cold.
“China shipping, China Resources, poly, urban construction and other enterprises have high enthusiasm for participation, which is directly related to the relatively good capital situation of stable real estate enterprises.” Pan Hao, a senior analyst at the shell Research Institute, said.
In addition to the support of state-owned enterprises, the other half of the characteristics of the first round of centralized land supply in Beijing point to the “hot” side.
For example, Beijing Chaoyang wangsiying plot and cuigezhuang plot received 6 and 8 real estate enterprises and consortium applications respectively, Beijing Economic Development Zone Jiugong plot received 5 applications, and Changping Beijing Centergate Technologies (Holding) Co.Ltd(000931) Life Science Park plot received 9 applicants.
Beijing’s land supply work started earlier this year. The land in areas of concern, such as Chaoyang, Fengtai and Shijingshan, has still received applications from a number of real estate enterprises against the trend. In this regard, pan Hao said: “it can be seen that the land in traditional hot areas is still receiving more attention. In addition, the plots obtained at the beginning of the year have the opportunity to form the sales reserve value within this year, which has also become one of the important factors of this round of land auction concerned by real estate enterprises.”
