北京楼市新政首周：成交无明显变化、有楼盘称到访量翻倍；二手房均价跌至4.3万/平

Core Viewpoint - The recent policy changes in Beijing's real estate market have led to increased interest in property viewings and consultations, but the immediate impact on transaction volumes remains limited, indicating a potential lag in market response [5][7][10]. Group 1: Policy Changes and Market Response - On August 8, Beijing relaxed housing purchase restrictions outside the Fifth Ring Road, allowing local families and non-local families with two years of social security to buy unlimited properties [5]. - The new policy is expected to stimulate demand, particularly in the outer areas of Beijing, where over 80% of new home sales occurred in the first seven months of the year [5]. - Despite the policy changes, the first week of observation showed no significant increase in transaction volumes, with new home sales at 443 units and second-hand home sales at 3,082 units [5][10]. Group 2: Market Activity and Trends - There has been a noticeable increase in consultation and viewing activity, with online inquiries for new homes rising by 24.4% compared to the first ten days of the month [8][9]. - The average price of second-hand homes in Beijing has decreased to 43,000 yuan per square meter, reflecting a downward trend in property prices [8][13]. - The overall market remains in a "sluggish" state, with a continued decline in prices, although the rate of decline appears to be slowing [13][15]. Group 3: Future Outlook - Analysts suggest that the recent policy changes signal a shift towards stimulating internal demand rather than opening the market to external buyers [9][16]. - The expectation is that the market may see a higher proportion of transactions in August, driven by increased interest and consultations [9]. - The focus for future policies will likely remain on stabilizing the market and addressing urban renewal, with potential policy adjustments anticipated in other major cities like Shanghai and Shenzhen [15][16].