新政拉动效应明显 北京五环外住房交易活跃度提升

Core Viewpoint - The new policy implemented by Beijing's housing authorities allows residents to purchase an unlimited number of homes outside the Fifth Ring Road, which is expected to significantly boost the real estate market in that area starting from August 9, 2025 [1][3]. Market Reaction - The first weekend following the announcement saw a notable increase in the number of visitors to new housing projects outside the Fifth Ring Road, with one project reporting over 50 units reserved on the first day [1][2]. - Sales consultants reported a surge in customer traffic, with some projects receiving up to 300 groups of visitors in a single day [2][3]. Sales Performance - According to analysts, the increase in customer visits ranged from 40% to 200% compared to previous weekends, although actual purchase conversions increased by only 20% to 30% [3][4]. - The new policy is expected to attract more buyers to the market, particularly for new homes outside the Fifth Ring Road, leading to a potential sales peak [3][4]. Policy Implications - The removal of purchase limits for eligible families is anticipated to support market recovery and improve the balance between living and working locations [4]. - The adjustment in policies, including an increase in the maximum public housing fund loan for second homes from 600,000 to 1,000,000 yuan, is expected to alleviate financial pressure on families looking to upgrade their housing [4].