4月重点城市二手房成交同比增长，深圳大增37%

Core Insights - The second-hand housing market in key cities showed significant year-on-year growth in April, indicating a recovery in market confidence and potential for continued positive trends in May [1][2][4]. Group 1: Market Performance - In April, first-tier cities experienced substantial increases in second-hand housing transactions: Shenzhen up 37% (5,733 units), Shanghai up 30% (over 23,000 units), Beijing up 17% (over 15,000 units), and Guangzhou up nearly 13% [2][3]. - Second-tier cities also saw growth, with Chengdu, Hangzhou, and Nanning increasing by 20%, 16%, and 14% respectively [1][2]. - Guangzhou's second-hand housing market recorded 10,312 units signed, with a year-on-year increase of 12.97% in volume and 17.10% in area [2]. Group 2: Market Sentiment and Future Outlook - Industry experts believe that the active trading in April will lead to a warmer market in May, with a notable increase in the manager index by 9.79 percentage points to 52.17% [4]. - The transaction volume index for May is expected to rise by 14.54 percentage points to 59.78%, indicating strong market sentiment [4]. - The real estate market in Shenzhen is anticipated to maintain a positive trend in May, with continued growth in transaction volume and stable prices [5]. Group 3: Recent Trends and Indicators - Despite a slight month-on-month decrease in transactions during the "May Day" holiday, year-on-year comparisons show significant increases [6]. - In the first four days of May, Beijing's second-hand housing transactions surged by nearly 93% to 81 units, while Shanghai saw a 56% increase with 812 units [7]. - Analysts suggest that after a phase of demand release in school districts, there may be a short-term decline in transaction volume [8].