Hello everyone, I'm Brother Subei!Today (December 14) is the day when the last local auction in Nanjing in 2023 will be held, and it is also the most valuable local auction since the implementation of the new rules of no price limit, but the result is ......
Today, it rained and the road was slippery, and the road was congested with vehicles, and Brother Bei arrived at the office a little ten minutes late!To tell the truth, every time it is the turn of the local auction, Brother Bei is like clockwork, he must arrive at the office on time at 9:30, watch the live broadcast to understand the latest situation of the local auction, and help fans observe the temperature of the property market on the front line.
But I never thought that today's local shooting speed was too fast, and before the Beige people arrived at the office, the local shooting took "10 minutes" to end the battle!
Today, 18 residential land plots were transferred, including 12 purely residential land and 6 mixed commercial and residential land, with a total land area of about 561 hectare, the total starting price is 1353.7 billion yuan, and finally 13.6 billion yuan, only 63 million more than the auction price.
The 18 land plots are sold in nine sections: Hexi Green Expo Park, Gulou Riverside, Chengdong Xianhemen, Maqun, Qixia Mountain, Jiangbei Core Area, Pukou Chengnan Center, Liuhe, and Jiangning Chunhua.
It can be said that the lineup of plots is extremely strong, but the results of the land auction are unexpectedIn addition to the G89 plot in Gulou Binjiang, 6 rounds of bidding were realizedAchieved 4In addition to the premium rate of 76%, the remaining 17 plots were all sold at the reserve price
If you say 1125 The first unrestricted price land auction of 9 plots "one round tour"** makes people have an indescribable sense of powerlessness, so what today's land auction brings people is a "sense of suffocation".
6 rounds of bidding, 472% premium rate!Drum Tower G89 has become the "only highlight" of today's local shooting!Why did Shoukai take this land?
According to yesterday's article, I think that today's land auction at least Hexi G88, Xuanwu Xianhemen G78, and Gulou G89 can achieve premium transactions, which will bring heating up to the Nanjing land auction market that has been dull for a long time, but I never thought that in the end, it could arouse the interest of real estate companies, but only one plot of Gulou G89 was able to achieve bidding.
In the atmosphere of "no coldest, only colder" Nanjing land auction market, it seems that Gulou G89 can "achieve a premium", and the relevant departments have already arrived, and they have arranged this plot in the "finale position" of today's 18 plots of land.
Moreover, today's land auction is different from the past, there is no distinction between urban and suburban fields, and 6 Liuhe plots are also sold together with 12 plots in the main city, and this order of appearance, Gulou G89 is still ranked last, which shows the importance that Nanjing GC attaches to this plot this time.
At 9:35 a.m., the G89 plot of Gulou officially appeared, and a total of 6 rounds of bidding were completed in 4 minutes and 42 seconds from the starting bidding to the final dust settlement "to be notarized". The total transaction price is 1.1 billion, which is only 50 million higher than the auction price.
And from the point of view of bidding methods, various real estate companies are still very cautious about the G89 plot of Gulou Binjiang, with only 10 million price increases per round, which is completely in accordance with the lowest price increase of the local auction, and there is no land auction war in August this year.
Maybe it's because the real estate companies are also short of money, everyone is living tightly, they want to get a good land but don't want to go out, and they have a tacit understanding with each other!In the end, it was won by Beijing's first floor price of 29,948 yuan.
It can be seen that KFS, which has been up and down in Nanjing for many years, has never entered the mainstream market of Nanjing, and still has a strong desire to buy land plots in the main city.
For example, Weixing, born in Zhejiang, grew up in Anhui!In fact, as early as 2021, Weixing had already come to the Nanjing market, waiting for an opportunity to prepare for the development project, and won the G52 plot in Fangshan, Jiangning, that year, and invited Vanke to develop the Four Seasons Light Year project together. When the time is ripe, he won the software valley G43, Dajiaochang G65 and Hexi G03 one after another, and won three cities in less than a year. It showed a strong desire to acquire land in Nanjing.
Another example is Greentown, although it is not a real estate company that has just entered Nanjing, but Greentown has not made any achievements in the main city market of Nanjing in the past two years.
Greentown Fengqi tide sales control.
Greentown, which is eager to make a comeback in the Nanjing market, has a backhand at 1027 land auctions won the G55 of Hexi Green Expo Park at a total price of 6.9 billion, with a premium rate of 14%, setting a new historical transaction record for land prices in Nanjing.
Shoukai is actually more similar to Weixing, from Beijing, state-owned enterprises, has presided over the renovation of Beijing's old city, the construction of Olympic venues and the construction of Winter Olympics venues, etc., in Beijing can be said to have "three new houses in Beijing, one must be the first to open" reputation.
However, the Nanjing market has not been opened for a long time, 3 years ago won the G17 plot of Jianghe Southern University of Technology, and jointly developed the first Vanke Jiangyue Light Year with Vanke, and in 2021, taking advantage of the spring breeze of Jianghe, it was sold out in less than two months after the opening, which can be described as a small test!However, at that time, Shoukai was only responsible for land acquisition, and Jiang Yue Lightyear's full range of products and property services were Vanke's. Therefore, the presence of the first in the Nanjing market is not strong.
The opening scene of Jiang Yue Lightyear in 2021.
After Jiang Yue's light year, the development of Shoukai in Nanjing was blocked!In September 2021, it reached the top and won the Daishan G77, creating a South Bank tide with a plot ratio of only 12 low-density bungalow projects, but it is difficult to decentralize beyond imagination.
Since June 2022, a total of 3 listings have been opened, 352 units have been launched**, and 167 units have not been sold so far, with a removal rate of just over 50%, and off-plan houses have basically been sold into existing houses!
The first South Shore tide sales control.
The veteran state-owned real estate enterprises with a good reputation in Beijing urgently need to prove their strength in the Nanjing property market, so it is the best choice to win Gulou G89 today.
However, the G89 plot does have its advantages, the plot is located east of Rehe South Road and north of Xiaotaoyuan, which is the core area of Gulou and a rare and scarce residential land on the bank of the Qinhuai River.
There is Metro Line 9 under construction around the plot, the line Baiyunting Station is less than 200 meters away from the plot, and the urban interface around the plot is also excellent, with moats, small peach orchards, riverside scenery belts, Yuejiang Towers, etc. all within 4 kilometers.
In addition to the location advantage, the key is that this year's new housing market in the drum tower is also quite hot, the city's 35 lottery plates, the drum tower accounted for 3, at the beginning of the year of the gold base Haoyue 3 times opened 3 times the lottery, all sold out, the lowest winning rate is only 18%;In November, Hengsheng Jinling Bay launched 66 sets of **, with a winning rate of 28%, and almost 4 people grabbed 1 suite;Moreover, the number of new houses in Gulou Binjiang itself is very small, and almost all of the real estate projects need to be lottered.
In addition, the area where the G89 plot of Gulou is located is still "inverted first-hand and second-hand housing prices", and the profits can be guaranteed when it is developed.
The south side of the drum tower G89 is Zhonghai Taoyuanli, and the north side is Yanlord Taoyuan Century;In November this year, the new group of Yanlord Jinling Bay in the same sector was opened, with an average sales price of 51,800 yuan, and the latest second-hand housing transaction price in Zhonghai Taoyuan can still be maintained at 530,000 yuan, the transaction price of Yanlord Taoyuan Century second-hand house is as high as 60,000+, so the first development of the G89 plot in the later stage, the house will definitely not be sold.
The G88 plot with the highest demand was actually sold at the reserve priceWhat the hell happened to Hexi?
To tell the truth, the Hexi plot has always been the "Dinghai Shen Needle" in the Nanjing land auction market, from the city's second centralized land auction in July last year, the G29 plot in the Qingao Bay in southwest Hexi began to count, and the Hexi plot has always been the highest price limit, and the lottery number is transferred.
But all the well-known Hexi mansions, whether it is Tianqin Huazhang, Yihe Tiansheng Mansion, or the song of the Yangtze River just launched in December, these projects are all built on the sky-high price of land in Nanjing's land auction history.
This strong ** continued until the second half of this year, on August 25, the central enterprise in the construction of Dongfu to fight 22 real estate companies, to 19The sky-high price of 0.5 billion won G42 in Hexi, with a floor price of 43,056 yuan, ranking fifth in the history of land auctions in Nanjing.
On September 27, the central enterprise Zhonghai won the G53 plot of Qingao Bay in Hexi Province in 59 rounds, with a floor price of 43,253 yuan, which was ranked second in Nanjing at that time.
On October 27th, Greenland fought the best, after 21 rounds of bidding, 1 minute and 14 seconds of light speed peaked, Hexi Green Expo Park G55 plot lottery fell to Greentown, with a floor price of 43,473 yuan, quickly squeezed out the southwest G55 of Zhonghai River, ranking the second best place in the history of Nanjing land auction.
Greentown G55 plot.
Since then, there is a rule in Nanjing's local auctions!Although the market is cold, only Hexi is hot;While the fundamentals are lackluster, there's at least one more excitement. Many viewers also have a view on Nanjing's local auctionsJust look at Hexi
However, today's land auction, the G88 plot in Hexi is disappointing!Although the floor area ratio is only 18. And the location of the plot is at the same longitude as the Greentown G55 plot, and it is about 650 meters away from the shoreline of the Jiajiang RiverAlthough G88 is not covered by the subway, it is about 370 meters away from the Green Expo Park Station of Line 10, and there are new communities such as Poly Tianyue, Xuhui Xuhui Boyue Jinling and other new communities around the plot, which is a proper luxury rich area. But today's Hexi G88 failed to replicate the crazy robbery of Greentown G55, and a round of reserve price "was pocketed by Olympic Sports Construction!."
Some people can't help but ask, what happened to Hexi?Is it cool?
As we all know, the luxury housing market in Nanjing is extremely hot this year, according to CRIC data, in the first three quarters, Nanjing's 10 million-50 million total price range of luxury homes were 1,063 units, ranking seventh in the country;13 luxury houses in the total price range of 30 million to 50 million were sold, ranking sixth in the country. More than 70% of the trading volume came from Hexi.
However, no matter how popular the Hexi mansion is, it "can't stand the huge number of follow-up listings". According to current estimates, there are about 3,700-3,900 new luxury homes starting at more than 20 million yuan next year in Hexi.
Let's look at it separately!In addition to Tianqin Huazhang, the Song of the Yangtze River, the Yihe Tiansheng Mansion, and the Zhongning Mansion, there are about 1,000 sets of about 1,000 sets left, as well as more than 700 sets of Greentown G55;400 sets of plots of the Institute of Agricultural Research;200 sets of CSCEC G42;300 sets of CSC G53;There are more than 400 sets of houses in Hexi Park (not yet transferred), another super large plot of land in the Youth Olympic Bay in southwest Hexi is being leveled, and more than 700 sets are expected to be released in the future**, and the Taiwan Famous City that Hexi decided to move will have more than 500 luxury houses if it becomes residential land in the later stage.
With such a huge amount of luxury housing development, how many rich people still have purchasing power to digest it?It turns out that there are not enough rich people in Hexi!
On December 8th, Zhongning Mansion, which received 49 sets of ** in Building 10, finally decided to open the market before the "four open and four shakes", and Nanjing Real Estate also wrote a headline specifically for this event"Hexi mansion, finally no more lottery".
Chung Ninh Province. Earlier, when Zhongning Mansion launched the building in October, there was a statement in advance" "This is the end of 2023, and it will not be opened within the year", at that time, the outside world speculated that it was for Tianqin Huazhang, Yihe Tiansheng Mansion, and Weixing Yangtze River Song to "open and make way";But Zhongning Mansion has not been out for 2 months after saying this, and it has "self-destructed oath" announced that it will be launched in December, for no other reason, that is, I am afraid that there is no purchasing power, and it will be difficult to sell the house next year!
In addition, there are second-hand houses in Hexi, and there has been a concentration and a large number of sales recently, according to relevant reports, Vanke Jade Binjiang was listed 60 sets overnight;Suning Tanyue listed 34 sets overnight;Jianfa Junhe Mansion was listed overnight;Yihe Bowan listed 19 sets overnight;5 sets of Chinese houses were listed overnight;Shimao Tianyu listed 4 sets overnight;
Why is the number of luxury houses listed in Hexi concentrated and blowout?It is said that it is because of the change in the entry rules of the Lianjia platform, which was not allowed to be listed for less than three years, but now it can be listed 180 days before the filing has been completed for three years. So these mansions are "listed in advance"!
This can't help but be scary!With the passage of time, how many follow-up Hexi new ** are there?Under the two-way attack of new houses and second-hand houses, how many receivers are left for Hexi luxury houses?
Therefore, after repeated calculations, today's G88 plot in Hexi can only be left to state-owned enterprises to TD!
It is useless to reduce the floor area ratio, reduce the land price, and limit the price!Jianghe soil shooting may have to find another way!
Today's local auction cannot be said to be a hot spot for Jianghe, but a suspense!
Since the beginning of this year, the Jianghe land auction market has been very cold, whether it is 925 low-density plots along the river launched by G05, G06 and G07 are still 10The G13 plots of the nuclear nuclear nuclear power launched by 27 land auctions are finally owned by TD, a state-owned enterprise under Jiangbei New Area.
In order to reverse the cold situation of Jiangbei land auctions, Jiangbei New Area has actually thought of many ways to reduce the floor area ratio and reduce the starting point of land auctions, but it seems that the results are not great.
This time, Jianghe brought out 5 top plots in one go, and it was the first time to participate in the unlimited price land auction, which brought a strong sense of suspense to the market before the auction!
Today's local shooting results are out, and the suspense is gone!All that's left is blandness!The nuclear G, together with the G16 of the Southern University of Technology, a total of 5 plots of land were traded at the reserve price, and the new rules of unlimited prices did not cause a little splashThere is a need to find another way out behind the Jianghe land auction market!
Jianghe's efforts have always been visible in the land auction, and since August this year, before ZY called for lowering the floor area ratio limit, Jianghe has taken the lead in reducing the plot ratio of the land transferred. 9.27. The plot ratio of the two plots of Jianghe G sold by land auction is 16. It is the first batch of low-density plots in Nanjing's top flow plate this year.
Not only has the plot ratio decreased, but the starting price of the land plot has also decreased!The starting floor price of the G06 plot is 20,336 yuan, which is 2,440 yuan lower than the transaction floor price of Jianghe G12 sold last year at 22,776 yuan. But it still did not escape the fate of being traded at the reserve price by TD.
You must know that this year's Jianghe has come up with the best quality plots in the "core area". Either it is the first row of the nuclear riverside, or it is the core of the ** business district.
9.27 Location of land parcel G05-07.
10.27 soil shoot nucleus in the nuclear G13 position.
Today's Jianghe soil auction, the posture is lower than the previous plots, and the specific performance is that the number of nuclear riverfronts in the core is larger, reaching 4;
The plot ratio is even lower, and the plot ratio of the 4 plots is 16；
The starting price of the land plot is lower, and the starting price of G is only 18-1.90,000 compared to 927 land auction g, the land price was further reduced in less than 3 months, a full drop of 4,000 yuan;
The plot location is better!The four plots are located in the same location, east of Guangxi Gong Street, only 450 meters away from the straight line of Binjiang Green Water Bay Garden, and there are Yangtze River Conference Center, Jiangbei New Area Civic Center across the street, Jiangbei Underground City and Jiangbei's tallest building are also within 100 meters. The four plots belong to the first row of high-quality residential land worthy of the name of the nuclear core riverside.
But even so, the four plots of G are still "a round of tours" by Poly & Yangzi SDIC TD, because the north 200 meters of these four plots is the sale of Poly Yangzi Cuiyuntai, some people jokingly say that the four new plots of land will become the Cuiyuntai phase project in the future.
The G16 plot of Nanjing University of Technology has also lowered the plot ratio and initial transfer compared with the previous project**!The south side of the plot is Heguang Jintang Mansion, and the plot ratio of Heguang Jintang Mansion is 24, while the G16 floor area ratio is only 18；Heguang Jintang Mansion will take land in 2021**23,556 yuan;G16 starting ** is only 18028 yuan, which is a drop of 5000+ yuan.
But even so, the G16 of Southern University of Technology still failed to avoid the fate of "a round of tours", and was finally won by Beilian Construction & Excellence at the bottom price!
Regarding the indifference of Jianghe soil shooting**, whether it is sighing or sighing!Beige's point of view is that the property market will always follow the data, and the real estate companies will follow the data to make decisions!
The cold of Jianghe soil auction is directly related to the follow-up volume and current price level of the plate.
According to the current relevant statistics, next year's JiangheThere are a total of 14 new projects for sale + upcoming listingsIt is the most of the four top plates in Nanjing.
In addition to the huge inventory of real estate in Jianghe, there are as many as 15 plots of land launched in the area this year, which have been invested by the state-owned enterprises of urban investment and state-owned enterprises.
In addition, the follow-up soil reserves of Jianghe are very huge, according to the previous relevant statistics, the total number of plots in Jianghe is about 500, of which there are 194 residential land, accounting for 39%, in addition to the residential land that has been transferred, the previous planning scope of the Jianghe 4 large areas (tunnel mouth, nuclear core, Southern University of Technology, research and innovation park) to be transferred residential land as many as 120, the transfer cycle is expected to exceed 10 years.
Therefore, real estate companies are not in a hurry at all in the face of Jianghe land auctions, and a lot of good land is left behind, as long as they don't make a move, the plot ratio and land price of Jianghe land plots will have to be reduced!Barefoot is not afraid to wear shoes!
Write at the end
The last local auction of 2023 ended in such a dull sound!After all, Nanjing couldn't wait for the long-awaited local auction war!According to incomplete statistics, at the end of this round of land auctions, a total of 100 residential plots were sold in Nanjing this year, of which 81 were sold at the reserve price, 19 were traded at a premium, and 13 of the 19 plots were sold at the top.
This year's overall land transfer fee was close to 110.9 billion, down 15% from 130.8 billion last yearCompared with 201.5 billion in 2021, it is close to halving!
Editor-in-Chief's Profile:
Brother Su Bei, male, 11 years of financial work experience, 8,000 yuan from scratch, 6 consecutive cross-industry entrepreneurship have been successful, and the grassroots counterattack has been realized.
In 1994, he was the first house in his life, and in 2004, he focused on asset allocation, and had 28 years of practical experience in real estate, and was deeply involved in the Nanjing market. It is a real real estate practitioner in the industry!If you are interested in three things, real estate, entrepreneurship and investment, you are welcome to communicate with friends with the same hobbies.