At the end of the year, the king of the land reappeared.
Market confidence is starting to gradually recover.
At present, major real estate companies and institutions have basically formed a consensus, that is, the current industry has obviously overfallen. More and more home buyers and real estate companies have gradually begun to take the initiative to adjust their expectations.
First of all, the market is exchanging price for volume, and the volume begins to rise.
In November, the transaction volume of second-hand houses in Guangzhou exceeded 10,000 units, the second highest monthly transaction volume in the whole year, an increase of 877%。Shenzhen, as the deepest city among the first-tier cities, has also rebounded in the transaction volume of second-hand houses, with a month-on-month increase of 158%, second only to March.
Data**: Shenzhen Real Estate Agency Association.
Under the continuous bottoming out and the policy stimulus of September and October, at present, the trading volume of some cities that have overadjusted the volume has begun to repair, indicating that the relationship between volume and price in the market is forming a new balance.
* The low level has stabilized, and the trading volume has steadily rebounded, which will be conducive to market confidence.
Second, the land market began to change.
Especially after the lifting of land price restrictions in many places, the core sectors of some hot citiesThe "King of the Land" began to reappear.
On December 14, Dongguan's first unrestricted land plot broke the record of floor land price and became the local "new land king" with a premium rate of 30%.
On December 12, in the same local auction in Chengdu, even three "land kings" were auctioned.
There are not only plots, with a floor price of 23,500 yuan, a premium of 43%, auctioned off the city's new "land king", but also two other pieces of land, which also refreshed the regional land transaction record and became the "land king" of the plate.
Some real estate companies with stable operations have also begun to make up for their positions at the end of the year.
For example, in the Hangzhou land auction on December 12, Greentown spent 74100 million, 4 parcels of land in one go. Coupled with the two plots of land auctioned on the 11th, within two days, it cost tens of billions of yuan to win 6 plots, and the expansion is very positive.
Although the current land market is still highly differentiated, the local breakthrough of the transaction will also bring a more positive signal to the market, accelerate the market bottoming, and rebound confidence.
Standing at the end of the year, say goodbye to the old and welcome the new.
Whether it is the policy statement or the market data performance, we can now have reason to have a little more confidence in next year.
I am Xiaofang, a famous detective of the Dongguan property market who talks about the property market every day and occasionally embarrassment.
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