As for the A-share market, as of the close of trading, the special delivery service surged 20%, and the daily limit was closed. More than 10 stocks such as Rongan Real Estate, Heungkong Holdings, Kakai City, China Fortune Land Development, Shenzhen and Shenzhen Real Estate A and Vanke A have their daily limit. As for Hong Kong stocks, KWG Pacific Group closed up more than 24%, leading to gains in the Hong Kong real estate sector. E-House Research Director Yan Yuejin Institute think tank Center believes that 2 5 Ri-wide networks of centralized heat transfer policy for the land or real estate stocks soared one promoter. After the implementation of similar land market reforms, the land premium rate will be more controllable, and it cannot be ruled out that the scale of land supply in big cities will increase, which is good for real estate stocks.
22 cities or will push the “centralized land supply” model
On the 25th, a piece of news about the land bidding, auction, and listing policy was widely spread on the Internet. The news stated that this year, Beijing, Shanghai, Guangzhou, and Shenzhen, as well as Nanjing, Suzhou, Hangzhou, Xiamen, Fuzhou, Chongqing, Chengdu, Wuhan, Zhengzhou, and Qingdao. The land transfers in 18 second-tier cities, Jinan, Hefei, Changsha, Shenyang, Ningbo, Changchun, Tianjin, and Wuxi will implement “two centralizations”, that is, centralized announcements of transfers, and centralized organization of transfers. The announcement of residential land in 2021 cannot exceed 3 Times.
The news also stated that on February 23, the Ministry of Natural Resources held the “National 2021 Video Training Conference on Classification and Regulation of Residential Land Supply”. Related comrades from the Market Supervision Department of the Development and Utilization Department of the Ministry of Natural Resources interpreted relevant documents at the meeting. The scientific compilation and implementation of residential land supply plans, adherence to the disclosure of residential land information, implementation of centralized residential land transfer, and strengthening of monitoring, supervision, and evaluation have explained in detail the key points of residential land supply classification and regulation in 2021. Zhongzheng Jun contacted the Ministry of Natural Resources for verification as soon as possible. As of the publication of the text, the other party did not respond positively, only saying that “waiting for official news”.
Image source: Qingdao Bureau of Natural Resources and Planning
However, Zhong Zhengjun noticed that on the 24th, a press release issued by the Qingdao Municipal Bureau of Natural Resources and Planning confirmed that the above-mentioned “Video Conference on Classification and Regulation of Residential Land Supply by the Ministry of Natural Resources” had indeed been held. Moreover, the Qingdao Bureau of Natural Resources and Planning stated that it will strictly implement the simultaneous and open transfer of residential land in the “two centralizations”, that is, collectively issuing transfer announcements and organizing transfer activities. The whole year will be divided into three batches to collectively publish the bidding, auction, and listing of residential land. Announce and implement bidding, auction, and listing activities. In addition, the three cities of Zhengzhou and Tianjin have suspected outflows of relevant documents for centralized land supply.
Chen Shen, co-head of the real estate research group of the Huatai Securities Research Institute, said: “This should start from the policy guidelines of the Ministry of Natural Resources for the residential Land Classification Regulation’ a few years ago. Since 2018, the Ministry of Natural Resources has required the supply of commercial housing in various regions to comply with The local inventory cycle is divided into five types of control targets: significant increase, increase, flat, appropriate decrease, decrease, and suspension. The core purpose is to maintain a stable supply of residential land and guide market expectations. If the previous supply strategy is based on annual conditions To ensure the balance of land supply and demand, this policy is further refined, mainly emphasizing the terms concentration and science Spark Global Limited.”
Reprint indicated source：Spark Global Limited information