On the evening of February 17, the first batch of centralized land supply in Beijing in 2022, which lasted two days, ended, with a total transaction amount of 48.023 billion yuan. It is reported that this batch of land for a total of 18 plots, of which 17 were successfully traded and 1 was sold. "As the first city in China to supply land intensively in 2022, the average premium rate of the first round of land auction is about 4%." Zhang Dawei, chief analyst of Zhongyuan Real estate, said in an interview with the Securities Daily that from the transaction data of the first round of centralized land supply, the capital chain of real estate enterprises is still tight. Except for individual plots, most bids are very cautious, and the competition is far less than that of the first round of centralized land supply in 2021. According to the statistics of registered real estate enterprises before shooting, the 18 plots attracted more than 50 real estate enterprises. Among them, central enterprises such as China Resources Land and CNOOC real estate have a high degree of participation. China Resources Land has signed up for 9 cases, green city China and CNOOC real estate have signed up for 6 cases respectively, and poly development, Jindi group and Beijing urban construction have signed up for 5 cases respectively. In the end, Greentown China became the biggest winner, winning three parcels of land, namely, cuigezhuang Township plot in Chaoyang District, liuniangfu plot in Shijingshan District and Yizhuang new town plot, with a total cost of 9.84 billion yuan. China Resources Land, which registered the largest number of plots, also won two parcels, totaling 7.994 billion yuan. On the afternoon of February 16, CNOOC real estate won the Zhongguancun plot in Changping District at the reserve price. On February 17, it also actively won a plot at the local auction site. The total cost of the two plots was 6.269 billion yuan. In addition, Jindi group and poly development won two parcels of land in the form of a consortium, costing 5.9 billion yuan. It is worth mentioning that the plot of Zhongguancun Life Science Park in Changping District, which attracted the most attention, had an episode at the transfer site. Due to the fierce competition, when the ceiling price was touched, the two real estate enterprises of Greentown China and China Construction and Development Co., Ltd. raised their cards almost at the same time, but it was finally determined as the quotation of China Construction and Development Co., Ltd., which won the plot at the ceiling price. "On the whole, Beijing, as a city that focuses on local auction in 2022, although the transaction heat is less than that in the first round of last year, it still has a more obvious recovery compared with the second and third rounds of last year. The premium of some plots also shows that the quality of the first batch of plots supplied in Beijing is good, which has attracted many real estate enterprises." Guan Rongxue, an analyst at Zhuge housing search data research center, told the Securities Daily that at the same time, the local auction is at the beginning of the year, and the land acquired will have a certain opportunity to form the sales reserve value within the year, which has also become one of the important reasons for enterprises to actively acquire land. According to Guan Rongxue, the first round of centralized land supply in Beijing presents the following important characteristics. First, state-owned enterprises are still the main force of transactions. It can be seen that the capital pressure of real estate enterprises is still the main factor for the relative convergence of investment actions in the land market. However, the acquisition of land by private enterprises such as Xuhui holdings shows that stable private enterprises with relatively good capital conditions stand out among many enterprises. Second, the situation of joint land acquisition has decreased slightly. On the one hand, enterprises often choose joint land acquisition for sharing capital pressure and development risks. However, due to the pressure on the capital chain of most real estate enterprises last year, enterprises have increased their concerns about cooperation to a certain extent; On the other hand, the Beijing land transfer document clearly stipulates that "who takes the land, who develops and who sells", coupled with the pressure of high-standard construction schemes, the profit space is limited, so most enterprises tend to "fight alone". Third, the construction of "affordable housing" and "competitive existing housing sales" are the highlights of this local auction. Four of the 18 plots need to be equipped with "affordable rental housing". (Xinhua News Agency)