上海7月二手房成交量稳了 但挂牌总量偏高 “大多数房源都能再砍一点价”

Core Viewpoint - The Shanghai second-hand housing market is experiencing stable transaction volumes but declining prices, indicating a competitive pricing environment driven by high inventory levels [3][4]. Group 1: Transaction Volume and Price Trends - In July, Shanghai's second-hand residential transactions totaled 16,900 units, a month-on-month decrease of 8.67% and a year-on-year decrease of 7.01% [3]. - The second-hand housing price index fell by 1.82% month-on-month, marking three consecutive months of decline [3]. - Despite the high transaction volume, the overall inventory of second-hand homes in Shanghai remains elevated, contributing to further price competition [3]. Group 2: Market Dynamics and Buyer Behavior - The market shows resilience, with July's transaction volume not dropping below 15,000 units, indicating a stable demand [4]. - The demand is primarily driven by first-time homebuyers and young families, particularly for properties priced below 3 million yuan, reflecting a sensitivity to total price [4]. - There is a noticeable trend of buyers opting for suburban properties with better price-performance ratios, while the high-end new housing market continues to attract demand, diverting some from the second-hand market [4]. Group 3: Regional Price Variations - In July, only five districts in Shanghai saw an increase in second-hand housing prices, with Changning District rising by 3.4% and Songjiang District by 2% [6]. - Central districts like Jing'an, Hongkou, and Xuhui experienced varying degrees of price declines, highlighting a growing disparity between regions and property types [6]. - Some second-hand properties are now priced closer to levels seen in 2016, with significant structural differences affecting price recovery [6][8]. Group 4: Price Adjustments and Market Sentiment - The overall housing prices are reported to be at their lowest since 2015, with some properties still able to negotiate lower prices [8]. - The price drop has slowed, and there is no indication of a panic-driven decline similar to previous downturns [8]. - Buyers are increasingly practical, often choosing to sacrifice location for larger living spaces within their budget constraints [8].