文｜时代周报

chenjilejiniandetudishichangzhengzaichuxianweimiaodebianhua，gaojiadi，shenzhi“diwang”zhongchujianghu。

6yue26ri，sanyahaipopianquhp04-06-04/05/11dikuaichurang。jingguo510lunjupaihou，yousanyazhengjifangdichankaifayouxiangongsiyi16.36yiyuanzhaide，loumianjiayuewei17366yuan/pingfangmi，shuaxinsanyatupaidanjiajilu，chengweixinjindanjia“diwang”。

jinqi，loushiyouyoule“diwang”dechuanshuo。

6yue13ri，zhongjianzhidi、jiangsulvjian、chaoyangchengkai3jiaqiyeyilianhetifangshi，chizi112yiyuannaxiabeijingshouzong“juwuba”zuhedikuai，dapobeijingdanbitudichurangjinjilu；6yue19ri，nanjingjianyequchurangde2024g11dikuaijishennanjingloumianjiatop 2；6yue20ri，zaiqingdao2024niandierpicitupaizhong，laoshanwangjiacun35haodikuaijingguo364lunjingjia，chengweiqingdaoxinjindanjia“diwang”。

“nenggoujingpaichugaojiadi，biaomingqiyeduihexinquyouzhidikuaichiyoujijitaidu。”zhongzhiyanjiuyuanshichangyanjiuzongjianchenwenjingxiangshidaizhoubaojizhebiaoshi。

qianshudikuaidegongtongdianshi，zhisutuchu。

zhongjianzhidilianhetizhanhuodejiuxianqiao、qianweigou、zhongguancunchaoyangyuanbeiqusanzongdikuaizhong，jiuxianqiaodikuaiweiyudongbeisihuanwai，shibeijingzhongxinchengquguimozuidadejiugaixiangmu，zhoubianyou798dengduogechengshuchanyeyuanqu，zhuzhaidikuaixiaoshouzhidaojiawei12.5wanyuan/pingfangmi；2024g11dikuaisuozaidehexinanbankuai，shinanjingdehexinquyu；wangjiacun35haodikuaidichunaoshi，shishandong“zuiguichengzhongcun”。

“diwang”fanchang，tudishichangyouzhilengqilailema？yeneipubianchifoudingtaidu。

“feihexinquhuoxingjiabibugaodedikuaipubiandijiachengjiao，fangqinadishenshentaidushangweigaibian，duanqifangqinadihuoyanxujingzhuntouzicelve，shichanglengrebujunxianxiangyejiangyanxu。”chenwenjingzhichu。

“地王”返场

tudishichangyijinghenjiumeiyoujianguozheizhong“dachangmian”le。

6yue20ri，weiyuqingdaolaoshanquwangjiacunde35haodikuaikaipai。zheiyidikuaiweilaoshanshilaorenqianhaiyixiandechengzhongcunwangjiacunshequchaiqiangaizaoyongdizhongdiyigechurangdikuai，zhoubianfangjiayue6wanyuan/pingfangmi，weilieqingdaozhizui。 

suirandikuaizhixiyin68haozhonghai、77haohaiyeyijia、88haohaixindichansanjiaqiyebaomingjingmai，danjingzhengyichangjilie。kaipaimeiduojiu，zhonghaibianjieshuzhandou，jiaozhuzaihaiyeyijia、haixindichanzhijianzhankai。

jingguo364lunjupai，wangjiacun35haodikuaizuizhonghualuohaiyeyijia，chengjiaodijia18.87yiyuan，yijialv37.23%，loumianjia38516yuan/pingfangmi，yijushuaxinqingdaoloumianjiajilu。juzhongzhiyanjiuyuanjiance，ciqianqingdaolaoshandedijiajiluweiwangjiacun35haodikuaifujindedishengshanzhuangliangdikuai，yu2023nian12yuechurang，loumianjiayue2.5wanyuan/pingfangmi。

zhideyitideshi，wangjiacun35haodikuaibujindengshangqingdaodanjia“diwang”baozuo，haichuangxiaqingdaojinsannianshezhaiyongdijingjiacishuzuigao、2022nianyilaishezhaiyongdiyijialvzuigaodengjilu。

xiangsidejuqingzainanjingshigonggongziyuanjiaoyizhongxinshangyan。

6yue19ri，nanjingsanzongdikuaikaipai，guimosuixiao，danjunweiyuremenbankuai，yincipoweiqiangshou。reduzuigaodedangshuweiyujianyequhexinanbankuaide2024g11dikuai，tudimianjiyue4.66wanpingfangmi，rongjilvjin1.01，guapaiqishijia15.1yiyuan。

jingguo47lunjingjia，2024g11dikuaiyi17.4yiyuanchengjiao，yijialv15.2%，loumianjia43888yuan/pingfangmi，yunanjinggezhoubadiwangjinxiangcha1325yuan/pingfangmi，weilienanjingloumianjiapaixingbangdier。

nanningtongyangyijiliejupaidefangshichenggongchurangyizongshangzhudikuai。

6yue20ri，nanningxianchangpaimaigaoxinqugc2024-020dikuai，xiyin4jiaminqibaoming，2jiaqiyejiliejingjia63lun，zuizhongyouguangxihuahongdichanyiyue2.97yiyuanjingde，yijialv24%。gc2024-020dikuaiduiyujingmairenmeiyoushezhitebiejianshetiaojianhuojingmaimenjian，qishijiashizhong，dikuaiguimoshizhong，yincixiyinduojiafangqijijibaoming。

“zuijinjigechengshijielianpaichu‘diwang’、gaojiadi，sihushifangleliangzhongxinhao。yishi，‘5·17’zhongbangzhengcehuozaiyidingchengdushangtizhenfangqinadixinxin，lihaozhengcexiaoyingcongmaimaishichangshentoudaotupaishichang。ershi，tupaishichangredurengzai，suiranbujiciqiangedijihuquanmiankaihuadejumian，danyebingweijinruquanmianyulengjieduan，youzhidikuairengranjuyoujingzhengshichang。”zhugeshujuyanjiuzhongxingaojifenxishiguanrongxuexiangshidaizhoubaojizhebiaoshi。

“dangqianquanguotudishichangzhengtiqingxurengpianruo，gaojiadidechanshengyujijiangduitudishichangqingxuchanshengjijiyingxiang。”chenwenjingrenwei，gaojiadidechengjiaowangwangbeishiweishichangxinxinxiufudetixian，yidingchengdushangyouliyutigaotudishichanghuoyuedu，yekenengdaidongzhoubianfangjiadeshangzhangyuqi，youzhuyuwendingfangjia。

被遏制与被期待

“地王”睽违多时。

zaifangjiashangxing、jiaoyihuoyuedeshichanghuoreqi，“diwang”bingbushoudaijian，gedicengtongguomingmufanduoqieyangedechurangtiaokuanxianzhiqi“chusheng”。

zuoweizuiremendechengshizhiyi，shenzhenkeyizuoweijinnianlaitudiduandiaokongbianhuadeguanchachuangkou。

2016nian，quanguogongyou14gechengshiquannianfangjiashangzhangchaoguo25%，lingzhangquanguodeshenzhenxinjianshangpinzhuzhaijiageshangzhangchaoguo50%，shinianneizhangfuchaoguoyibandeweiyichengshi。

erjishichangdereduchuandaodaotudishichang，daozhi“diwang”pinxian。

2016nian6yue，shenzhenjielianpaichuliangzong“diwang”——zhongguodianjianhezhongguojinmaolianhetiyi82.89yiyuannaxialonghuayizongshangzhuyongdi，loumianjiagaoda56781yuan/pingfangmi，wendingquanguodanjia“diwang”；longguangjituanyizongjia140.6yiyuanjingdeguangmingyizongshangzhudikuai，yijialv159.79%，shuaxindangnianquanguozongjia“diwang”jilu。

shichangzaore，diaokongsuizhierlai，youxiguizedabian。

2016nian12yue14ri，shenzhenguapaipaimaisanzongjuzhuyongdi，churangtiaojiankongqianyange——shoucicaiyong“shuangxianshuangjing”banfachurang，jixianchengjiaodijiahexiaoshoufangjia、jingchengjiaodijiaherencaizhufangmianji。

前述三宗地块开拍当天，包括万科、中海、华润置地、招商蛇口、金地、葛洲坝、泰禾等在内的40多家开发商齐聚深圳香蜜湖。鏖战两个半小时，保利发展和碧桂园饮到“头啖汤”。

henmingxian，“shuangxianshuangjing”bingweinengezhikaifashangqiangzhanshenzhenshichangdejuexin。

2019nian6yue24ri，beichengwei“shishijitupai”deyichangtudizhengduozhankaiqi。shenzhenyikouqichurang5zongjuzhuyongdi，80duojiakaifashangcanpai，jinbaozhengjinjiujiaoleshangqianyi，jiaoyidatingneizuowuxuxi。zhei5zongdihuode343cijupai，zuizhongyi224yiyuanquanbuchengjiao。 

kaifashangreqinggaozhang，tupaiguizeyizaishengji。

2021nian2yue，ziranziyuanbuyaoqiu22geshidianchengshishishizhuzhaiyongdi“liangjizhong”，baokuojizhongfabuchuranggonggao、jizhongzuzhichuranghuodong，gaibianguoqufensanshigongdidemoshi。shidianchengshibaokuobeishangguangshensidayixianyijihangzhou、shamen、wuhan、chengdoudengredianchengshi。

zaicijichushang，shenzhendetupaiguizeshengjidao“sanxianshuangjing+yaohao”——xianchengjiaodijia、xianquannianqizichizulinzhufanghuobaozhangxingzulinzhufanghuorencaizhufangmianji、xianshangpinzhufangxiaoshoujunjia，jingchengjiaodijia、jingquannianqizichizulinzhufanghuobaozhangxingzulinzhufanghuorencaizhufangmianji，chudingyaohao。

lianhuanxianzhizhixia，jiashangtudigongyingdazeng，jinzhangjumiandeyihuanjie，“diwang”xiaoshile。dansuizhexingyejinrushendudiaozhengzhouqi，shangpinfangxiaoshoumianjichudingxiangxia，shichangweimi，cengjingde“diwangshougeji”yekunzailiudongxingweijizhong。

cishi，“diwang”zhiyufangdichanxingye，zuoyongbuyayu“qiangxinzhen”。

2023nian9yue，ziranziyuanbuxiafaquxiaoguanyutupaixianzhidijiadewenjian，neirongbaokuo：jianyiquxiaotudipaimaizhongdedijiaxianzhi、jianyiquxiaoyuanjiaoqurongjilv1.0xianzhideng。cihou，duogechengshikaishizhixing“jiagaozhede”dechurangfangshi。

6yue7ri，shanghaishiguihuaheziranziyuanjuyouguanfuzerenbiaoshi，genjufangdichanshichanggongqiuguanxidexinbianhua，congjinniandisanpicidetudichurangkaishi，quxiaoshangpinzhufangyongdiyijialv10%deshangxianyaoqiu，chengjiaodijiayoushichanghuajingjiaqueding。dangtian，shanghaiguachu4zongdikuai，mingquean“jiagaozhede”deyuanzequedingjingderen。

zhici，zai22geshixingjizhonggongdidechengshizhong，chubeijing、shenzhen、ningbo，qiyu19chenghuifu“jiagaozhede”。

guanrongxuerenwei，tupaixianjiazhengcechutaidezhuyaomudeshifangzhifangdichanshichangguore，kongzhiloushijiagedeshangzhangqushi，“jiyudangqianshichangfusuhuanmanqierengchuyudibupaihuaijieduan，tupaizhengtireduxiajiang，duizhengcedeyouhuadiaozhenghuoquxiaoshiqushi。”

xianjiaquxiao，“diwang”fanchang。

2023nian12yue14ri，dongguanshouzongbuxianjiadikuai2023wr010churang，jingguo140lunjizhan，baolifazhanchizi18.10yiyuannaxia，loumianjia29241yuan/pingfangmi，chengweidongguandanjia“diwang”。suihou，hangzhou、chengdou、hefei、suzhoudengchengshidouxianhoupaichugaoyijiadikuaihuo“diwang”。

jinnian3yue27ri，ningbo、suzhou、shamensanchengtongshichuxian“diwang”。jiangshanwanli、ningbodongtoujingdedejiangbeiqujb05-03-21adikuai，loumianjia32613yuan/pingfangmi，chuangningboshiqushezhaidixingao；lvchengnaxiadesuzhougongyeyuanqushuanghubankuai02haodikuai，loumianjia65022yuan/pingfangmi，shuaxinjilu；shamenguomaozhanhuodesimingqujiangjunci2024p01dikuai，yiloumiandijia6.27wanyuan/pingfangmichengweishamenxinjindanjia“diwang”。

duomingyeneirenshirenwei，dangqianshichangpiruan，“diwang”shi“gangxu”，youliyutizhenshichangqingxu。

“gaojiadinaizhi‘diwang’duidangxiafangdichanshichanggengduoshiweishichangxinxindetishengzhurujijiyinsu。”guanrongxuebiaoshi，gaojiadihuo“diwang”depinpinyongxian，yiweizhefangqinadireqingdeshangshengyijiduihouxufangdichanfazhanrengranjuyouyidingxinxin，jianghuiladongzhengtixingyexinxindehuifu。

谨慎与聚焦

jibian“diwang”zaidubeirepeng，danqichuxianzhishijubugaowen，tudishichangrengchengxianfenhuaqushi。

genjuchenwenjingdeguancha，ziqunianquanguoduoshuchengshixiangjiquxiaodijiashangxianyilai，jinredianchengshiyouzhidikuaijingpairedushangsheng。“duanqilaikan，zaiquanguoxinfangshichangshangweimingxianxiufuxia，fangqinadiliduhuorengbuzu，diejiachangzhaiyalirengzai，gaojiadixianxiangyujijinxianyubufendikuai。”

zhongzhiyanjiuyuanshujuxianshi，jinnian1-5yue，quanguo300chenggongtuichugeleiyongdi4.5yipingfangmi，chuyu2012nianyilaidediwei；chengjiaomianji3.9yipingfangmi，tongbixiajiang23.8%，qizhongzhuzhaiyongdichengjiaomianjitongbixiajiang35.2%。

fangqidenadiyiyuanrengyoudaitisheng。

keerruitongjishujuxianshi，jinnianqianwugeyue，xinzenghuozhibaiqiang、zongjiabaiqiang、jianmianbaiqiangdezongefenbiewei7757yiyuan、3494yiyuanhe4356wanpingfangmi，tongbijiangfufenbiewei27%、32%、16%，jiangfujiao4yuemochixukuoda，qiyetouzirengchuyushousuozhuangtai。

jutidaoqiyecengmian。genjukeerruijiance，xiaoshoubaiqiangfangqijinnianqianwugeyuedezhengtinadixiaoshoubijin0.15，touziyiyuanjidi。huarunzhidi、zhongjianyipin、jianfafangchanweiliexinzenghuozhitop 3，shinianneijinyoudexinzenghuozhichaoguo400yiyuandefangqi。bufenyangqizhengtitouziyechuxianfanghuan，huarunzhidi、zhaoshangshekouqianwugeyuenadijinetongbidiefuchaoguo50%，qienadixiaoshoubizai0.2jiyixia。 

fangqitouziyiyuandimi，yuxiaoshoupiruanyouguan。jinnian5yue，keerruizhongdianjiancede30jiafangqidanyuetouzijine143yiyuan，tongbixiajiang82%，danyuezongtouziejinlvegaoyu2023nian1yue（chunjieyue）。tongqi，baiqiangfangqishixianxiaoshoucaopanjine3224.1yiyuan，tongbixiajiang33.6%，danyueyejiguimojixubaochizailishijiaodishuiping。

yixiaodingtou，chengweifangqinadizhunsheng。zhaoshangshekoudongshi、zongjinglizhuwenkaijiuqiangdiao，zhaoshangshekoudekuozhangsuduqujueyuxiaoshouzhouzhuansudu。cong2023nianxiabanniankaishi，zhaoshangshekouzengjia“jingshanghua”zuoweikaohezhibiao，genjumeizhou、meiyue、meijidudexianjinliu，tuisuanxiayijidudekaigongyunadi。

keerruirenwei，jinqicongzhongyangdaodifanglihaozhengcemijichutai，yidingchengdushangtizhenleshichangxinxin，danduanqixiaoshouhuinuanzaichuandaozhiqiyetouzitongyangxuyaojinglidibuxiufujieduan，yinciduanqifangqitouziyiyuannanyoudalidudetisheng，jinshenhejujiaoshizhuxuanlv。

“dangqianfangqinadiyijiujinshen，gengjiajujiaoyuhexinbankuaideyouzhidikuai，fangqiduihaodediduanziyuannadireqingxiangduijiaogao，gengjiazhuiqiuxiangduiwendingqieyoubaozhangdeshichangshouyi。”guanrongxuebiaoshi，shichangzhengtitouziqiangduyuxiaoshouguimojiaolixiangzhuangtairengyouyidingjuli，zanshichuyufangqitouzixinxinjiaoruo、xiaoshoufusuhuanmandejieduan，shichanghuifuxuyaoshijian。