广州新房成交量大增，“房票安置”成推动力

Group 1 - In June, Guangzhou's new residential property online signing volume reached 6,796 units, marking a year-to-date high, with a total of 32,861 new homes sold in the first half of the year, representing a nearly 17% year-on-year increase [1] - A portion of the June sales was attributed to government acquisitions of resettlement housing, with significant contributions from special loans aimed at purchasing existing properties for resettlement purposes [1][3] - The "housing ticket resettlement" policy introduced in 2024 aims to match supply and demand for resettlement housing, facilitating quicker resettlement while stabilizing the real estate market [3][5] Group 2 - The integration of stock property acquisition with urban village renovation has accelerated project progress and inventory reduction, with approximately 6,000 units of existing properties purchased for resettlement as of early June [4] - The "housing ticket" system is being explored in major cities, with the potential to reduce fiscal expenditure on resettlement housing while effectively addressing inventory issues [4] - The "housing ticket resettlement" is expected to be a key stabilizing force for Guangzhou's real estate market in the second half of the year, with ongoing high signing volumes indicating continued demand for resettlement housing [5]