北京楼市新政落地首周市场观望情绪浓厚

Core Viewpoint - The new real estate policies in Beijing, effective from August 9, aim to stabilize the housing market and boost consumer confidence, leading to increased activity in the new housing sector while the second-hand market remains relatively subdued [1][2][6]. Market Response - The new policies have resulted in a noticeable increase in the activity of the new housing market, with a reported 31% week-on-week increase in online inquiries and a 24.4% rise in new housing consultations compared to the first ten days of the month [3][4]. - In the first week following the policy implementation, the number of visits to new housing projects increased by nearly 20%, particularly benefiting high-end improvement-type projects [3][4]. Second-hand Market Performance - The second-hand housing market has shown a more muted response, with 3,123 transactions recorded from August 9 to August 15, which is flat compared to the same period last year but represents a 10.8% increase from the previous week [4][6]. - Current demand in the second-hand market is primarily driven by first-time buyers and those looking to sell and buy simultaneously, with limited interest from buyers seeking multiple properties [4]. National Context - Nationwide, the real estate market is still in a phase of stabilization, with new residential sales area down 4.0% year-on-year for the first seven months of the year [6]. - The central and local governments have been implementing various "stabilize the housing market" policies, including easing purchase restrictions and optimizing housing fund policies to stimulate housing consumption [6][7]. Future Outlook - Experts suggest that future policy adjustments may focus on further relaxing restrictions while improving the housing supply system, particularly in areas outside the city center [7]. - The emphasis on urban renewal and the effective implementation of existing policies are expected to drive demand and stabilize market expectations in the coming months [7].