Core Viewpoint - The real estate market in major cities such as Beijing, Shanghai, Guangzhou, and Shenzhen experienced a collective decline in transaction volumes in July, with the new housing market seeing particularly significant drops, especially in Shanghai where the decline exceeded 40% [1][5]. Group 1: Transaction Volume Trends - In July, Beijing's second-hand residential transactions fell to 12,784 units, a decrease of 15.6% month-on-month and 17.9% compared to the same month in 2024 [3]. - Shanghai's second-hand housing transactions reached 19,337 units, a month-on-month decline of 7% and a year-on-year decrease of 5% [4]. - Guangzhou's second-hand residential transactions totaled 8,962 units, with a month-on-month decline of 9.39% and a year-on-year drop of 10.68% [4]. - Shenzhen was the only city to see an increase, with second-hand residential transactions rising by 3.4% to 4,656 units [4]. Group 2: New Housing Market Performance - In Beijing, new residential transactions fell to 2,881 units in July, a decrease of 27.6% month-on-month and 29.6% year-on-year [6]. - Shanghai's new residential transactions saw a significant drop, with a 40.6% decrease in transaction area compared to June [6]. - Guangzhou's new residential transactions decreased by 25% month-on-month, with a total of 4,874 units [7]. - Shenzhen's new residential transactions also fell by 24.1%, totaling 1,441 units [7]. Group 3: Market Influencing Factors - The decline in transaction volumes is attributed to multiple factors, including extreme heat, typhoon impacts, and a lack of new supportive policies following previous real estate incentives [1][9]. - The market is currently characterized by a stalemate between buyers and sellers, with sellers holding onto previous price expectations while buyers anticipate further price declines [3][9]. - The overall market sentiment is cautious, with increased listing volumes in major cities indicating a shift towards a buyer's market [10].
北上广深7月新房成交下滑,二手仅深圳独涨!主要是这些原因
Nan Fang Du Shi Bao·2025-08-05 15:13