苏州取消新房2年限售 有望释放改善性需求

Group 1 - The core viewpoint of the article is that the cancellation of the restriction on the transfer of newly built commercial housing in Suzhou aims to stimulate the housing market and meet the demand for improved housing among residents [1][2] - The real estate market in Suzhou has been under pressure, with a 10% year-on-year decline in the transaction area of new residential properties from January to July 2025, totaling 1.781 million square meters, while the average transaction price remained stable at 26,060 yuan per square meter [1] - The second-hand housing market is characterized by high listings and low transactions, with over 200,000 second-hand homes currently listed, indicating intense competition [1] Group 2 - The policy change is seen as a deepening of previous measures aimed at breaking down barriers to housing circulation, optimizing resource allocation, and boosting market vitality [1][2] - The release of pent-up demand for improved housing is expected to accelerate the turnover of new homes, particularly in the mid-to-high-end segment, which could alleviate inventory pressure for real estate companies [2][3] - Financial institutions may see an increase in loan demand due to the release of replacement demand, but they need to be cautious of potential risks associated with market overheating and excessive borrowing by homebuyers [3]