2022-03-17-城市测量师行-房地产行业2022年1_2月_全市土地供应走低_成交量同步回落_4页_857kb

Shanghai Land Market Analysis Summary

Current Situation

The Shanghai land market has been in a low phase since late 2022. Total land supply decreased, with commercial and industrial transactions falling. Operating land supply declined more significantly compared to previous periods.

Supply and Demand Trends

Land supply reduced steadily, especially for commercial plots, which saw a sharp drop in 2022–2023. Industrial land supply remained stable, with a focus on Lingang areas. Transaction volume declined, attributed to lower supply.

Price Changes

Land prices, particularly for commercial plots, saw significant year-on-year and month-on-month decreases, with some plots priced very low. Prices have been falling continuously, reflecting the market's downward trend.

Future Outlook

Starting December 2022, new land supply is expected to increase, with commercial land plots likely to be larger and potentially driving prices up. Future market activity may stabilize or rise as supply volumes increase.