7月，北上广深楼市成交量集体下滑，专家指出原因

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, attributed to multiple factors including extreme weather, policy effects waning, and a stalemate in price expectations between buyers and sellers [1][7][8]. Summary by Sections Transaction Volume Trends - In July, Beijing's second-hand housing transactions fell to 12,784 units, a decrease of 15.6% month-on-month and 17.9% compared to 2024 [3]. - Shanghai's second-hand housing transactions dropped to 19,337 units, a 7% decrease from June and a 5% decline year-on-year [4]. - Guangzhou reported 8,962 second-hand housing transactions, down 9.39% month-on-month and 10.68% year-on-year [4]. - Shenzhen was the exception, with a 3.4% increase in second-hand housing transactions, totaling 4,656 units [4]. New Housing Market Performance - The new housing market in these cities saw even more significant declines, with Shanghai's new residential transactions down 40.6% month-on-month [5]. - Guangzhou's new housing transactions fell by 25% to 4,874 units, while Shenzhen's new housing transactions decreased by 24.1% to 1,441 units [6]. Market Analysis and Future Outlook - Experts suggest that the recovery of transaction volumes in first-tier cities may not occur until September, as July is traditionally a slow season for real estate [7][9]. - The market is currently characterized by a price stalemate, with sellers reluctant to lower prices and buyers expecting further declines [3][9]. - Despite the downturn, the overall transaction volumes remain above critical thresholds, indicating resilience in the market [9].