统计局名单中唯一实现二手房价淡季上涨，山西太原为什么？

Core Viewpoint - The real estate market in China is experiencing a phase of stabilization, but significant efforts are still needed to ensure a complete recovery, as evidenced by the mixed performance of housing prices across different cities [8][9]. National Real Estate Market Overview - In July, the second-hand housing prices in 70 major cities in China saw a general decline, with first-tier cities dropping by 1.0%, and second and third-tier cities both decreasing by 0.5% [1][8]. - Only one city, Taiyuan, experienced a slight increase in second-hand housing prices, rising by 0.2% month-on-month, while the year-on-year figure showed a decline of 4.6% [1][4]. Taiyuan's Economic and Housing Market Analysis - Taiyuan's GDP reached 5418 billion yuan in 2024, with a growth rate of 1.2%, which is significantly lower than the national average of 3.8% [3][4]. - The city had previously set an ambitious goal to reach a GDP of 1 trillion yuan by 2025, but this target has now been postponed to 2027 due to various macroeconomic challenges [3][4]. Housing Price Trends in Taiyuan - Despite the overall economic challenges, Taiyuan's new housing prices have shown a trend of slight increases, while second-hand housing prices have been more volatile, with a recent short-term rebound [4][7]. - In July, new housing prices in Taiyuan decreased by 0.2% month-on-month but increased by 1.0% year-on-year, indicating a mixed market response [4][7]. Market Dynamics and Future Outlook - The second-hand housing market in Taiyuan is characterized by a temporary rebound, but long-term price pressures remain significant due to a higher number of properties for sale compared to those being sold [6][7]. - The overall national real estate market is still in a deep adjustment phase, with many cities facing challenges in balancing supply and demand, leading to prolonged transaction cycles [8][9]. Policy Implications - The Chinese government is emphasizing the need for effective measures to stabilize the real estate market, including urban renewal initiatives and support for housing demand [9][10]. - Recent policy adjustments in major cities like Beijing are expected to be followed by similar measures in Shanghai and Shenzhen, indicating a potential shift towards more supportive housing policies [9][10].