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二线楼市大爆发:散户像当年买股票一样买房子

2016-09-26 07:18:29   第一财经

刚刚过去的一周,全国多地土地拍卖不断创造新高,9月23日,在苏州9月最后两宗地块的出让中,新城控股以106.27亿元竞得一块商服住地,超过100亿的出让总价也创造了苏州历史上土地价格新高。

同样的情况发生在南京、合肥、无锡、东莞等二三线城市,土地市场的火爆迅速传导到市场层面。溢价过高的土地拉高了楼市的上涨的整体预期,越来越多的散户热情高涨,按耐不住纷纷持币入场。

在这一轮的二线城市大爆发中,杭州、南京重启限购之路。9月25日,南京宣布自9月26日在主城区范围内,已拥有1套及以上住房的非本市户籍居民家庭,不得再新购新建商品住房和二手住房;拥有2套及以上住房的本市户籍居民家庭,不得再新购新建商品住房。一周前,杭州刚刚出台类似政策。

二线城市大爆发

9月24日,合肥最贵豪宅“融创合肥壹号院”首次开盘,开盘当日1小时产生了6亿的销售额,其推出的高层产品遭遇抢购。

此前的大半年时间,合肥楼市正在面临一轮上涨,多数刚需盘在合肥“开盘即售罄”,多盘一房难求,许多开发商纷纷把合肥列入新进城市的名单。

国家统计局数据显示,8月合肥新建商品住宅价格环比上涨4.8%,环比涨幅位列全国第四,超过了一线城市北京、深圳。

“一大早就有客户来排队,许多业内也都来试探行情,比想象中来得人更多。”合肥壹号院的营销负责人表示,客户在售楼处门口排起了长龙,所有的高层产品一小时内一抢而空。

就在合肥最贵豪宅开盘的前一日,合肥土地市场再次让伟德震惊。9月23日的合肥大型土拍中,一次性集中出让11宗地共计1050.52亩,起始总价达47.6亿元。在激烈争夺后,万科、绿地、保利、融创、海亮、文一等均有所获,11宗地均溢价成交,单日土拍收金168.81亿,上述土地平均溢价率在250%左右,其中由3块土地拍卖溢价甚至超过300%。

“从合肥近期市场看出,豪宅的开盘已经像刚需盘一样出现抢购,除开产品力外市场因素不容小窥。当豪宅都开始如此销售,将成为二线城市房价上涨的一个风向标。”易居智库研究总监严跃进告诉记者。

根据克而瑞研究中心最新的数据显示,合肥商品住宅消化周期已低至1.6个月,市场上一房难求。

记者在采访中了解到,合肥的城市规划升级,成为楼市上涨的源动力。今年6月,国务院公布《长江三角洲城市群发展规划》,合肥第一次被纳入以上海为中心的世界级超级城市群,成为与杭州并列的“副中心城市”。同时,合肥作为安徽省单核心发展城市,随着科技、伟德资源的不断引入,政策支持与产业配套协作,引发合肥虹吸效应。

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