Today, the last local auction in Xiamen in 2023 came to an end:
Jimei Xiting 2 - Lianfa, Jimei Qiaotou Oriental Happy Island 2 - C&D, Haicang Dongyu 1 - Rail Haitou, Maluan Bay Lohas Island 1 - Xiangyu, Xiang'an Exhibition 1 - International Trade.
There is only one registration of all of them, all the reserve prices are taken away, all of them are state-owned enterprises (even the central enterprises have disappeared), and the floor price is except for Xiang'an Exhibition 180,000,All the others were 20,000 square meters, setting a new low in land prices in the same area in recent years. Xiamen won 124 gold today900 million yuan, the annual income of Xiamen land auction is 3644.5 billion, compared to 611 last year8.5 billion yuan, close to halving.
1. Haicang Dongyu plot:Taken away by the tracks, 6The commercial requirements of 50,000 square meters should dissuade many people, which means that the two new projects in this small area belong to the same developer, and they will not be pulled by internal competition, but it is a pity that such a good piece of land, the track is to continue to make messy products, or there can be some growth, and some things that match the lot come out, wait and see, but the volume of this land is 1650,000 square meters, no more than 1,533 residences, and there are hundreds of units in Harrow Town taken some time ago, and they were won by the International Trade Centerwill still compete with each other, more than 2,000 new houses ** make the second-hand houses next to them tremble.
2. Maluan Bay Lohas Island:On the opposite side of Maluan Bay No. 1, the location is slightly worse than the current Manyue Long Beach and Jingyun, Fa Ge has already given up on this piece, and he doesn't want to go to the bottom, and Xiangyu's weak ** ability can't make any splashes, but fortunately, the land price is only 20,000, and Manyue Long Beach is all the way from 450,000 is sold to the current 30,000, and the location, quality, and marketing are relatively poor in Xiangyu, if the market continues to be sluggish, I think it is reasonable to sell within 30,000 at the opening, and there is still a profit anyway. The inventory for sale in Maluan Bay is very large, and a bunch of long-term warehouses such as Dongfu and No. 1 Middle School may start a fire sale tide next year, plus a bunch of second-hand new houses such as Xiamen yards cannot be sold at the beginning of 20,000 yuanBoth new and second-hand houses are under high pressure, and they are far from the end.
3. The two pieces of the West Pavilion together are close to 170,000 square meters, the number of residential units is 2000+, in addition to no landscape, there should be, although there are no new houses in Jimei New Town, but the nearby second-hand houses have recently fallen to 30,000, and Lotus International has fallen to 250,000, the backstab of the second-hand house will become its biggest disadvantage, of course, the nearby second-hand housing products are also seriously outdated, such as Lotus International 88 square can only do a 2-room, so it is very easy for Xiting to crush the opponent in the product, 20,000 land prices, sell a 350,000+ is not a big problem in theory, it's justIf the second-hand house continues to go down, pull each other, also not optimistic.
4. Jimei Oriental Happy Island 2 blocks totaling 120,000 square meters, the number of residential units is 1500 +, the new houses for sale in the area are only CTS Haiyue, the biggest problem is the backstab of the second-hand houses nearby, the second-hand houses that Gulong Yujing can sell now are within the unit price of 30,000, and this land should be read in the cooperative school of Nanjing Normal University, which is obviously not as good as Jimei Middle SchoolTherefore, the school district will also become a big problem in the future, and there are still many new plots in this area that have not been filmed, so it is difficult to sell at a high premium, it depends on what Fa Ge does.
5. More than 150,000 square meters of Xiang'an Convention and Exhibition, not more than 2010 sets, very scary volume, the future can only be Haiyu Yuan Phase II, just like Xiang'an Qinyuan Phase I and Phase II, now Qinyuan two phases of total inventory 1500 sets +, Haiyu Yuan Phase I inventory 600 sets +, plus the new auction of the second phase of 2000 sets, Xiang'an alone The first and second phases of the two projects can be sold in the future There are more than 4000 sets, according to the current flow rate of the poor Baba, it is not a problem to sell for three years and five years, so I have always recommended that I want to buy Xiang'an more and so on,Because in addition to the huge inventory of first-hand houses, what is more terrible is that Xiang'an is about to enter the hand-to-hand battle of second-hand housing, a large number of new houses are delivered, and a large number of new houses are about to flow into the second-hand market, which will set off a new round of ** war.
These 7 plots of land may be just the beginning, if next year in order to keep the market on the island, then there will not be much land ** on the island, which meansThe main income from land auctions is still outside the island, and there will be more new plots outside the island next year than this year, which means that the nearly 10,000 sets of ** in these 7 plots of land are just appetizers.
The island has released the purchase limit, the policy is not conducive to the outside of the island, and now it is necessary to increase the ** outside the island, the second-hand housing market outside the island has collapsed so that the parents do not recognize, and the replacement chain has been broken, so the situation outside the island next year is likely to be more difficult than this year, and once the island collapses more, the island can not be left aloneIf Jimei New Town outside the island can only sell for twenty or thirty thousand, I don't think it's worth much if there is no school district on the island, and correspondingly, the replacement chain on the island will also collapse, and the new and second-hand houses on the island will also lose their cost performanceOne is prosperous, and one is lost.
This is an almost unsolvable problem, which can only be put on a long-term basis and boiled slowly. I can only advise: if you don't need to be in a hurry, just wait and see.
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