Group 1 - The core viewpoint of the article highlights the recent policy changes in Beijing that have led to increased customer traffic in properties outside the Fifth Ring Road, indicating signs of market stabilization despite no explosive growth in transactions [2][10] - The anticipation for similar policy adjustments in Shanghai and Shenzhen is evident, with industry insiders believing that it is only a matter of time before these cities follow suit [3][4] - The policy shift in Beijing represents a significant change in regulatory philosophy, moving from strict controls to more flexible measures, which could serve as a reference for other first-tier cities [5][6] Group 2 - The article suggests that the market may experience a structural trend, with certain areas in Beijing seeing significant month-on-month transaction increases, while more remote regions may continue to face pressure [8] - Data from Shenzhen indicates a decline in the proportion of new citizens purchasing homes, reflecting a decrease in purchasing power, which could impact the effectiveness of any forthcoming policy relaxations [9] - The "sample effect" from Beijing's policy changes has sparked market expectations, but the complexity and time lag of policy transmission are highlighted, emphasizing that policies alone cannot create purchasing power [10]
北京限购破冰,沪深箭在弦上!但楼市回暖的最大障碍,是我们自己
Sou Hu Cai Jing·2025-08-15 07:42