超20个项目“金九”补货，最后一批“双限地”扎堆供应

Core Insights - The real estate market in Chengdu is experiencing a contraction in supply and a decline in new home transactions, with August seeing a total of 6,398 new homes sold, a slight decrease of 1.4% month-on-month [1][2] - The upcoming month of September is anticipated to bring improvements, as over 20 new projects are expected to enter the market, particularly in the Chenghua District, which is projected to contribute significantly to supply [4][5] Market Performance - In August, the number of new homes sold in Chengdu was 6,398, with a month-on-month decrease of 1.4% and a year-on-year increase of 9.5% [2][11] - The number of new homes obtaining pre-sale permits fell to 4,650, marking the first time this year that the monthly figure dropped below 5,000, indicating a slowdown in supply [1][2] Project Launches - More than 20 projects are set to be launched in September, with significant contributions from the Chenghua District, which will see five projects, including Huachengfu and Shoukai Zhenli, obtaining pre-sale permits [5][7] - Notable projects include Tongjingge in the Qingyang District, which has a price limit of 26,441 yuan per square meter and is expected to attract buyers due to its proximity to quality educational resources [5][7] Market Sentiment - The consensus among real estate companies is that the performance of the market during the "Golden September and Silver October" period will significantly influence the overall direction of the real estate market in 2025 [1][2] - Despite the current contraction, the Chengdu new home market has shown resilience, with a total of 66,129 homes sold from January to August, reflecting a year-on-year increase of 4.9% [11][13] Policy Context - Recent policy adjustments in major cities like Beijing and Shanghai have sent positive signals to the market, but Chengdu's market fundamentals differ, suggesting that any future policy changes may be minor rather than substantial [11][13] - The "Golden September" period is viewed as a critical window for buyers, particularly for those looking to upgrade their homes, as it coincides with a period of credit easing [10][13]