2024 年 2 月上海住宅买卖市场 城市测量师行定期监测上海新建商品住宅和二手住宅市场，并发布《上海住宅买卖市场报告》。该报告旨在 帮助大家了解上海住宅交易市场行情，欢迎持续关注！ 01 受春节影响，新房供求两端持续下滑 与 1 月相比，2 月，上 海新增供应和成交量均有 60%以上的跌幅。截至 2024 年 2 月底，新房市场近一年 供求比为1.2，新增存量面积 ...

2024 年 2 月上海商办买卖市场 城市测量师行定期监测上海新增商办物业和二手商办物业，并发布《上海商办买卖市场报告》。该报告旨 在帮助大家了解上海商办交易行情，欢迎持续关注！ 商办物业新增供应面积与成交总量均延续下行趋势 2 月，上海商办物业新 增供应总面积降至近半年最 低值，仅为过去六个月新增供 应总面积平均值的 7%。 分类来看，商业物业仅 ...

Investment Rating - The report does not explicitly provide an investment rating for the rental housing market in Shanghai Core Insights - The rental price gap between shared and whole rentals is gradually narrowing, with the average shared rental price at 2360 CNY/month per room, reflecting a 3% decrease over the past six months [2] - The demand for shared rentals has decreased as high-quality, stable rental options have entered the market, diverting some of the shared rental demographic to smaller units or single rooms [3] - Over 80% of districts in Shanghai have experienced a cumulative decline in shared rental prices over the past six months [3] - The average shared rental price around subway stations has decreased by 1.8% over the past two months, with the 14th line experiencing the largest drop of over 100 CNY [5][6] - The report highlights a shift towards a "one house, one room, one bed" rental model, which is becoming more favorable for urban workers seeking stability and better living conditions compared to traditional shared rentals [8] Summary by Sections Overall Market - The rental market is characterized by sufficient supply, leading to a continuous decline in rental prices since the second half of the previous year [2] District Performance - More than 80% of districts have seen a decline in shared rental prices, with many districts having average rents below 2000 CNY/month per room [3][4] Subway Station Analysis - The average shared rental prices around subway stations have shown a downward trend, particularly along the 14th line, which has seen significant price reductions [5][6] Future Outlook - The shared rental market may face increasing supply-demand imbalances, with average rental prices expected to continue declining [8]

Investment Rating - The report indicates a downward trend in the average residential prices in Shanghai, with a current average price of 58,680 RMB per square meter, reflecting a month-on-month decrease of 1.11% and a year-on-year decrease of 10.2% [1][3]. Core Insights - The residential market in Shanghai is experiencing a decline in average prices, with significant impacts from recent policy changes, including adjustments to purchase restrictions for non-local single individuals and a reduction in the LPR (Loan Prime Rate) by 25 basis points to 3.95%, marking the largest adjustment since August 2019 [3][6]. - The transaction volume in February showed a notable decline, with approximately 8,000 second-hand residential units sold, of which around 7,000 were existing homes, influenced by the Spring Festival holiday [5]. - The market is currently in a "weak recovery" phase, with some areas potentially seeing a "small spring" in March, but overall, the market is still characterized by a "price for volume" strategy [6][8]. Summary by Sections - **Price Trends**: As of March 1, 2024, the average price across various districts continues to decline, with a more pronounced drop in areas with older properties and higher proportions of existing homes [7][8]. - **Market Dynamics**: The report notes that the price drop is more significant in districts with older and less desirable properties, while areas with better planning and facilities may see increased interest due to lower total prices [6][8]. - **Regional Variations**: The report highlights that the differences in price declines among regions are narrowing, with most districts experiencing a decrease of between -1% and -2%, while the proportion of districts with declines exceeding -2% has significantly decreased [10].

市场监测 | 上海存量住宅整租市场（2024 年 2 月） 城市测量师行定期提供整租市场的住宅租赁数据信息，为政府、企业、消费者提供及时客观的住宅租 赁数据信息，欢迎持续关注！ 01 整租市场运行情况 ● 挂牌均价重回 8000 元/月以 下 自去年下半年以来，上海 住宅租赁市场的挂牌量一直保 持在较高水平。到 2024 年 1 月 ...

Investment Rating - The report does not explicitly provide an investment rating for the rental housing market in Shanghai Core Insights - The rental housing market in Shanghai is experiencing a steady increase in the number of pure rental housing projects being delivered, with a total of 38 projects approved in 2023, covering an area of 1.94 million square meters [2][3] - The market is facing challenges due to a decline in demand, particularly among young people affected by economic pressures, leading to a projected downward trend in rental prices [23] Summary by Sections 1. Rental Housing Market Operation - From November to December 2023, seven pure rental housing projects received delivery permits, with a significant contribution from the Pudong New Area, which accounted for a total area of 140,633.97 square meters for the newly added Chengfang project [2][3] - The overall delivery volume of rental housing is expected to increase, with a peak delivery area of approximately 265,000 square meters in August 2023 [4] 2. Case Analysis - The "Mofang Apartment" near the Gu Tang Road subway station is highlighted for its strategic location and mid-range positioning, making it a rare offering in the Cao Lu area, which primarily features low-end projects [8][9] - The rental price for a 22 square meter loft unit in the Mofang Apartment has shown a stable trend, with a decrease of only 1%-3% over the past six months, compared to a 4%-10% decline in similar quality apartments outside the outer ring of Pudong [14][16] 3. Recent Policies and Dynamics - Recent central government meetings emphasized the need to mitigate risks in the real estate sector and promote the construction of affordable housing [18][19] - Shanghai has initiated pilot programs for rental models aimed at elderly residents, providing renovated rental units for seniors [20] 4. Summary and Outlook - The rental housing market is expected to continue facing an oversupply situation in the short term, with rental prices likely to maintain a downward trend due to the influx of new affordable housing projects and a slow recovery in the residential transaction market [23]

2024 年 1 月上海商办买卖市场 城市测量师行定期监测上海新增商办物业和二手商办物业，并发布《上海商办买卖市场报告》。该报告旨在 帮助大家了解上海商办交易行情，欢迎持续关注！ 01 PART 1 新增 商办物业新增供应面积大幅下降 成交总量回归常态 供应情况 全市商办物业月度供应走势 23-08 23-09 测量师行 23-10 23-11 23-12 24-01 万平方米 10 15 20 25 30 35 45 50 0 40 ■ 商业物业 ■ 办公物业 1 月，上海商办物业新 增供应总量显著下降,环比减 少 91%，为近半年来最低供 应量。 分类来看，商业物业仅 四个区域有新增供应,较上月 减少五个，总供应不超过 1 数据来源:城市资管服务云平台 万平方米；办公物业仅１个区有新增供应，整体供应量环比下降 70%，延续下行趋势。 1 月, 全市商办物业供应 主要分布在五个行政区。与上 个月相比,商业物业供应套数 与供应面积大幅度减少，两者 环比降幅均接近 100%。新增 的供应集中在普陀区、嘉定区、 1月商办物业主要区域供应分布 万平方米 1.5 1.0 0.5 0.0 虹口 普陀 爱山 嘉定 浦东 ...

Investment Rating - The report indicates a low starting point for the Shanghai land auction market in January 2024, with a total transaction amount of 80.69 billion yuan, marking the lowest transaction volume for the same period in the past three years [4][5][8]. Core Insights - The January land auction in Shanghai completed the third round of the fourth batch of land supply, with a total of 2 plots sold for a total of 63.16 billion yuan. The overall market is characterized by low transaction volumes [4][6]. - The first batch of concentrated land supply for 2024 is set to offer 11 plots, with the first round scheduled for March 14. The number of plots is reduced compared to 2023, but the overall quality of the plots has improved, with more than half located within the outer ring road [5][6]. - The average transaction price for commercial land in January dropped significantly to 16,678 yuan per square meter, reflecting a substantial decline in the market [9]. Summary by Sections Land Supply and Transactions - In January, a total of 11 plots were sold, with a total transaction price of 17.53 billion yuan, indicating a significant decline in both the number of transactions and total price compared to previous months [8]. - The concentrated land supply market did not maintain the momentum seen at the end of the previous year, starting 2024 at a low point [8]. Price Trends - The average transaction price for commercial land saw a sharp decline, with the average price dropping to 16,678 yuan per square meter. This decline was influenced by the sale of plots in the Qingpu District, where the average price was notably low [9]. - Industrial land prices showed a slight increase, with the average price rising to 3,979 yuan per square meter, although the overall volume of industrial land transactions decreased significantly [9][10]. Case Studies - A commercial land plot in Qingpu District was sold for 272.36 million yuan, with a floor price of 3,428 yuan per square meter. The project aims to include a significant portion for business offices and affordable rental housing [11]. - An industrial land plot in Pudong New District was sold for 231.72 million yuan, with a floor price of 2,500 yuan per square meter, intended for the construction of a headquarters and R&D center [12].