深圳上半年卖了5万套房！三盘“日光”，成交量同比增超四成

Core Insights - Shenzhen's real estate market showed strong performance in the first half of 2025, with over 65,000 transactions, a year-on-year increase of 53.2% [1] - The new housing market saw a total of 31,074 units sold, representing a 79.9% increase year-on-year, while the second-hand housing market also experienced significant growth [2][5] - Despite a lack of large-scale policy stimulus, the market demonstrated resilience, maintaining a recovery trend compared to the previous year [1][2] New Housing Market - The first half of 2025 saw a total of 31,074 new homes sold, with residential sales reaching 21,867 units, marking a year-on-year increase of 49.3% [2][3] - The supply of new homes decreased significantly, with a total of 17,232 units available, a drop of 44.5% year-on-year [3] - The inventory of new homes also declined, with a sales cycle of 7.5 months, the lowest in nearly four years [3] Second-Hand Housing Market - The average price of second-hand homes fell below 50,000 yuan per square meter, reaching a new low of 49,300 yuan per square meter [4] - The total number of second-hand homes sold in the first half of 2025 was 34,548 units, a year-on-year increase of 35.1% [5] - The supply of second-hand homes increased significantly, with 73,858 units available as of June 30, 2025, indicating a growing pressure on prices [5] Market Trends and Future Outlook - The market is expected to continue a "high after low" trend, with second-hand housing experiencing a more significant decline than new housing [6][7] - Factors contributing to this trend include a cyclical adjustment in demand, increased supply of quality new homes, and structural issues in buyer demographics [6][7] - The overall market is anticipated to maintain a slight year-on-year growth despite a decrease in transaction volume [7]