上海新政执行首日：开发商“跑步”入市，俩新盘加推均“日光”

Core Insights - The recent policy changes in Shanghai's real estate market have significantly boosted market sentiment, leading to an increase in customer inquiries and sales activity [1][2][3] - The new policy, effective from August 26, includes adjustments in housing purchase restrictions, housing provident fund, housing credit, and housing taxes, which are expected to stimulate market activity [1][2] - The first day of the new policy saw two new developments, Poly Haishangyin and Jinmao Tangqian, achieve "daylight" sales, indicating strong demand [1][2] Market Response - Following the policy announcement, inquiries at real estate agencies surged, with one agent reporting receiving six to seven customer calls in a single day, a notable increase from previous weeks [1][3] - Data from Anjuke indicated a 20% increase in user inquiries on the day of the policy release, while Shanghai Lianjia reported a 17% increase in second-hand property browsing compared to the previous day [3] - The increase in inquiries is expected to lead to a rise in property viewings over the weekend, with agents anticipating higher transaction volumes in the near future [3] Developer Activity - Developers are expected to accelerate their sales efforts, particularly in the outer ring areas, leveraging the new policy to boost inventory turnover [2][3] - A total of 10 new projects, comprising 1,154 units, are set to enter the market, with a significant portion located in the outer ring, indicating a strong supply response to the policy changes [2] Future Outlook - Analysts predict that the upcoming months, traditionally known as "Golden September and Silver October," may see an earlier onset of favorable market conditions due to the policy's impact [1][2] - The overall sentiment in the market is cautiously optimistic, with the potential for increased sales activity as developers and buyers respond to the new regulations [2][3]