“红五月”火力全开，上海4楼盘认购率突破100％，“金三银四”顶豪新盘接连日光 丨 五一促消费观察

Core Insights - The Shanghai real estate market is experiencing a significant surge in demand, particularly during the "Golden March and Silver April" period, with new high-end projects selling out quickly and second-hand home transactions exceeding 1,000 units on weekends [3][10][11] - The Feiyun Yuefu project in the Pudong New Area has seen remarkable interest, with over 400 groups registering for the second batch of 160 units, resulting in a subscription rate of 318% and triggering sales restrictions and point systems [4][5][8] Market Performance - In April, the total transaction area for both new and second-hand homes in Shanghai reached 231 million square meters, a year-on-year increase of 21% [10] - The new housing market recorded a transaction area of 55 million square meters in April, remaining stable compared to the previous year, with a cumulative transaction area of 204 million square meters from January to April, reflecting a 5% year-on-year growth [10] - The average price of new homes in Shanghai rose by 0.61% month-on-month in April, ranking second among 100 cities [10] Project Highlights - The Feiyun Yuefu project is notable for being the first to trigger the "high-quality construction" indicator under Shanghai's new "dual high dual competition" trading rules, with its first batch of 228 units receiving 939 subscriptions, setting records for both subscription numbers and points [4][5] - Other projects, such as the Pudong Lian Garden, also reported high subscription rates, with 112 units attracting 359 subscriptions, achieving a rate of approximately 319% [5] Future Outlook - Analysts predict that the high demand observed during the "May Day" holiday will continue, supported by favorable policies and a robust supply of new homes [3][8] - The market is expected to maintain a stable and healthy development trend, with a significant number of new projects entering the market, particularly in high-demand areas [8][11]