从“金三银四”到“红五月”，上海楼市热度稳住了

Group 1: Market Overview - The Shanghai real estate market has shown a trend of stabilization and improvement since the beginning of the year, with active market conditions during the "golden March and silver April" period [1] - In May, both new and second-hand housing transaction volumes in Shanghai experienced year-on-year growth, with price indices remaining stable, reinforcing the "volume increase and price stability" theme for the year [2] Group 2: New Housing Market - In May, the total area of new housing transactions in Shanghai reached 620,000 square meters, a year-on-year increase of 24%, driven by stable subscriptions for new projects and steady sales of existing projects [2] - The average transaction price for new homes in May was 90,691 yuan per square meter, a month-on-month increase of 24.8%, marking a historical high for monthly average prices in Shanghai [11] - The supply of new housing in May was 735,000 square meters, a month-on-month increase of 49.2% and a year-on-year increase of 30.2%, indicating a rapid recovery in supply [11] Group 3: Second-Hand Housing Market - The second-hand housing market in Shanghai remained active, with 1.61 million square meters (19,000 units) sold in May, a year-on-year increase of 14%, the highest for the same period since 2022 [3] - The transaction volume of second-hand homes has exceeded 15,000 units for eight consecutive months, with prices showing a slight recovery [5] - In May, the average transaction price for second-hand homes decreased by 0.66% month-on-month and 8.06% year-on-year, reflecting a "price for volume" strategy in the market [12] Group 4: Market Dynamics and Future Outlook - Analysts believe that the current high transaction volume in the second-hand market will continue to provide stable demand for improvement, with expectations for a strong performance in June [7] - The land market in Shanghai has shown strong vitality, with significant transactions occurring, including a record-breaking land sale in the Xuhui District for 34.135 billion yuan [15] - The upcoming land auction scheduled for June 19 is expected to inject more vitality into the land market, with a starting total price of 19.247 billion yuan, setting a record for the year [19]