Group 1 - The core point of the article highlights significant developments in the real estate markets of Shenzhen and Beijing, indicating a shift in focus towards core urban areas as opposed to suburban regions [5][11][15] - In Shenzhen, a land auction resulted in a record-breaking floor price of 84,200 RMB per square meter, with a premium rate of 86%, signaling a potential market uplift [1][4] - In Beijing, a new regulation prohibits new homes from being sold below 60,000 RMB per square meter, indicating a rare instance of price control in the market [6][10] Group 2 - The article suggests that the recent land supply and pricing strategies in both cities reflect a broader trend where suburban property prices are declining, while core areas are being prioritized for development [11][12][15] - Over the past decade, most land transactions in Beijing have occurred in suburban areas, leading to a lack of momentum in the new housing and land auction markets [12][13] - The shift in land supply strategy in Beijing, starting with core areas like Chaoyang, has begun to revitalize the market, contrasting with the continuous supply in Shanghai [14][15] Group 3 - Recent policy changes, including interest rate cuts and new public housing fund regulations, are expected to stimulate the real estate market, particularly benefiting middle-income buyers [16][18] - The combination of these policies and the strategic shift in land supply in both Shenzhen and Beijing suggests a potential recovery in the real estate sector [18]
楼市,起风了
Sou Hu Cai Jing·2025-07-18 00:04