Following Beijing, Shanghai also kicked off the first batch of centralized land supply in the year of the tiger. On February 23, Shanghai announced the centralized transfer of the first batch of state-owned construction land use rights in 2022. A total of 40 plots were involved, with a total transfer area of 2105100 square meters, and the initial total price was about 85.07 billion yuan.
In an interview with the Securities Daily, Yin Yuxuan, an analyst of the land business department of the China Index Research Institute, said that in general, Shanghai's land supply is obviously full of confidence and has increased significantly in the total supply of commercial housing.
Specifically, in terms of commercial residential land, Shanghai continued to increase land supply in the five suburban new towns of Jiading, Qingpu, Songjiang, Fengxian and Nanhui and the new port area of Shanghai Free Trade Zone, from 23 in the previous batch to 27. At the same time, traditional hot areas such as Yangpu District, Xuhui District and Minhang District have also increased land supply. On the whole, there are 4 plots in the main urban area and 36 in the suburbs.
The reporter noted that the residential land for centralized land transfer has made corresponding adjustments to the "bid evaluation methods" and "one-time written quotation rules" in the transfer instructions.
First of all, from the perspective of "bid evaluation methods", some plots no longer adopt the "135 point system" and use the "100 point system of commercial bid (70 points) + technical bid (30 points)". Among them, the commercial bid is divided into economic strength (20 points), technical qualification (10 points), project experience (10 points) and the influence of transfer requirements (20 points); The technical bid is divided into overall design (10 points), architectural design (10 points) and business exhibition (10 points).
"The adjustment is mainly due to the addition of 'influence degree of transfer requirements' and more detailed' technical indicators' requirements." Yin Yuxuan said that in one sentence, it is from "who are you" to "what results can you make". This adjustment is undoubtedly to prevent "mine explosion" from a more pragmatic level.
Secondly, Shanghai has also optimized the processing of "random value" this time. After entering the "one-time written quotation" stage, if the same quotation triggers "random value", the policy is adjusted so that all bidders can modify their quotation, instead of "the latter of the same bidding modifies the quotation" according to the previous rules.
Yin Yuxuan believes that the change of this bidding policy directly increases the participation of other bidders after the same quotation, reduces the possibility of quotation manipulation using the same quotation, and ensures greater fairness. Overall, this batch of centralized land supply in Shanghai shows a cautious and optimistic attitude, that is, through policy adjustment, more pragmatic screening of qualified developers for land development, and put an end to the occurrence of "mine explosion" from the source.
Central Plains real estate market analyst Lu Wenxi believes that from the relevant data released by the National Bureau of statistics, it has shown that the off-season of the real estate market in January is not light, especially the marginal easing of housing related financial policies has further boosted market confidence. Overlaying the local auction in first tier cities is the hot spot for real estate enterprises. It is expected that the centralized local auction in Shanghai will enhance the participation enthusiasm of real estate enterprises. In the short term, central enterprises and state-owned enterprises are still important.