北京楼市新政释放购房需求 更多城市有望跟进

Core Viewpoint - The recent optimization of housing purchase restrictions in major cities like Beijing signals a potential trend for other cities to follow, indicating a shift in real estate policies across China [1][3]. Group 1: Policy Changes - Beijing's recent notification allows eligible families to purchase an unlimited number of properties outside the Fifth Ring Road, while maintaining existing restrictions for properties within the Fifth Ring Road [2][4]. - Guangzhou has already lifted its purchase restrictions, leading to a notable increase in the real estate market activity, with a 9.03% increase in second-hand residential transactions from January to July 2025 [2]. - Shanghai and Shenzhen have also made adjustments to their purchase restrictions, with Shanghai easing requirements for non-local residents and Shenzhen maintaining certain conditions for non-local buyers [2][3]. Group 2: Market Impact - The adjustments in Beijing's policies are expected to stimulate the market, particularly in areas outside the Fifth Ring Road, which accounted for over 80% of new residential sales in the first half of the year [4][5]. - The easing of restrictions is anticipated to alleviate inventory pressure in high-stock areas, supporting the overall market recovery and aligning with population distribution strategies [5]. - Analysts predict that the differentiated strategy of strict controls in core areas while relaxing restrictions in suburban regions will cater to genuine housing needs and help balance supply and demand in the real estate market [5].