4月上海楼市提质缩量 多个热盘入市助力51假日楼市升温

Core Insights - The Shanghai new housing market continues to show a positive trend in April, characterized by a "quality over quantity" shift, with high-end and improvement-type residences becoming mainstream while ordinary demand decreases [1][8] New Housing Market - The supply of new homes in Shanghai significantly decreased in April, with 31 projects launching a total of 4,125 units, reflecting a substantial drop compared to the previous month and the same period last year [1] - High-end and improvement-type projects now account for over 60% of the new housing supply, indicating developers' focus on premium land and high-end buyer demand [1] - The Pudong New Area led the city with 847 units, followed by Baoshan District with 1,167 units, highlighting their importance as major residential areas [3] - Despite lower supply, high-quality projects continue to see strong demand, with notable sales such as the Feiyun Yuefu project achieving a subscription rate of 412% [3][5][6] Overall Transaction Performance - The overall transaction data for April shows a steady market, with 3,131 units sold out of the 4,125 units supplied, resulting in a supply-demand ratio of 1.3, indicating a balanced market [11] - The average transaction price was 64,755 yuan per square meter, down 21.87% month-on-month, yet improvement-type demand remains dominant [11] Second-Hand Housing Market - The second-hand housing market in Shanghai exhibited strong activity, with a 62.79% increase in transactions, totaling 6,279 units in the week of April 7-13 [12] - By April 26, the total number of second-hand units signed reached 20,316, marking a year-on-year growth of approximately 30% [13] - The active second-hand market is driving demand for new homes, particularly in improvement-type areas, as buyers transition from second-hand to new properties [14] Market Outlook - The upcoming May Day holiday is expected to maintain the market's momentum, with several projects set to open for subscription, including popular ones like Green City Chaoming Dongfang [15] - Analysts suggest that the revival of the new housing market, especially in improvement-type areas, may accelerate during the holiday period, although disparities between high-demand and less popular projects will persist [18]