Xiaoyang Chun is upgrading.

Editor’s note: This article comes from the WeChat public account “Dawei Watch Property Market” (ID: zdw123zdw123zdw) author: Zhang Dawei.

The much-anticipated conference is finally over, and the property market continues to be active. Not only is it difficult for real estate companies to raise funds, but the real estate companies that are currently acquiring land have also become active.

In the past two months, the most real estate companies have taken over 50 billion yuan of land, and a total of 20 real estate companies took more than 10 billion yuan of land. Overall, after the financing problem was resolved, real estate companies began to grab land again. The land parcel started to close.

As of May 29, the national land market continues to heat up, especially in Shenzhen, Guangzhou, Beijing and other cities where high-priced land continues to appear.

As a whole, according to the data, 44 plots with more than 2 billion single plots have only 11 deals with a reserve price, accounting for 25% of the total, and they were basically more than half before. In the fourth quarter of 2019, the reserve price The turnover is as high as 60%.

The trend of housing companies actively acquiring land has begun to emerge.

Overall, the impact of the epidemic gradually passed. Many cities concentrated on blowout land sales, and the land market turnover continued to rise. For the first time in the year, 50 large cities saw three hundred billion land-sale cities. Beijing, Hangzhou, and Shanghai have both exceeded 100 billion yuan, with a total of 1.6 trillion yuan sold in 50 major cities, up 12% year-on-year. 27 cities sold more than 20 billion yuan. Over 49 billion cities in 49 cities have set new historical records.

Hangzhou sells 109.7 billion yuan, and Beijing sells 113 billion yuan. Under the influence of policies such as reducing quasi-rates and lowering interest rates, housing companies ’enthusiasm for land acquisition has gradually increased, and many places have once again seen high Land transactions at a premium rate, especially in Xiamen and other places, once again saw the highest total price of 10 billion plots, which has continued to increase the land market.

According to the data, as of May 25 of the year, there have been 3 plots with a total price of 10 billion yuan, and a total of 21Zong exceeded 5 billion. The looseness of the company’s capital has clearly appeared.

Although the epidemic has a great impact on the capital chain of housing companies, the difficulty of domestic financing has been reduced, and some companies’ enthusiasm for land acquisition has once again increased.

Housing companies are actively acquiring land, mainly for the purpose of pursuing market size, especially many companies that have acquired very little land in recent years are also actively acquiring land.

First of all: under the epidemic situation, some housing companies judged that the market would stabilize quickly, policies stimulated the property market, and their enthusiasm for land acquisition increased significantly, especially the overall market continued to heat up from April to May.

Second: The market volume of major cities in the country recovered significantly from April to May compared with February. The online sign volume increased by an average of 80%. Markets in various regions continued to recover in May. At present, most cities have gradually recovered. The average level before the outbreak.

From a trend perspective, the recovery from south to north gradually, the volume is expected to continue to rebound in the second quarter. Overall, the southern cities of the country recovered earlier than the northern regions, and the decline was lower than that of the northern cities.

There are indeed hot spots in some areas of the market today, and the number of housekeepers has increased significantly compared to before.

Third: The rising land premium rate mainly reflects some cities. Although the overall land market land price has not yet risen comprehensively, the price of some land in some cities has reached a record high.

Simple summary:

The temperature of the nation ’s property market is increasing significantly. There is even a phenomenon of 30,000 people grabbing houses in Hangzhou. As of 8 pm yesterday, COSCO staff said that the number of registered people is currently about 30,000, but this is not the final number, and some of the registrants’ data have not yet been reviewed.

The market is active, and judging from the trend, June will certainly not be worse!

Several characteristics of the recent Beijing market:

1. May is definitely the most active month after the regulation in 2017. The market transaction volume has blown up, the second-hand housing is 20,000+ per month, and the new house transaction volume is also 5000+. Although there is still a long way to go before the regulation, it is already very rare.

2. Prices have risen, some houses in Xicheng have jumped by 10%, and other areas have basically risen by about 2%. The rise has resumed and basically recovered the fall during the epidemic.

3. Of course, there are also bad things. The Construction Committee has pressed close to 25,000 sets of pre-sale certificates, and it is estimated that the blowout will start soon.

4. Why are high-end cities in China’s first- and second-tier cities hot recently, but Beijing is not hot? Because the Beijing policy is so strange, the improvement is completely leverageless!

What happens from May to June? The trend is that June will certainly continue to the amount of about 15,000 a month, but the 2,000 sets in West City are estimated to have dropped sharply in June, because the transaction cannot catch up with 731. If the 620 interest rate cut, then July will certainly continue, if you do not cut interest rates, this window period is likely not long.

Overall, Beijing marketIt has reached the bottom, and most cities in the country have also recently had a wave of quotes!