京沪限购放松带动成交回暖，多地政策加码蓄能 “金九银十”

Core Viewpoint - The real estate market in China is showing signs of recovery due to the implementation of over 420 new policies this year, with significant adjustments in Beijing and Shanghai's purchase restrictions in August, leading to increased transaction volumes in both new and second-hand housing markets [1][2][3]. Group 1: Policy Adjustments - In August, Beijing and Shanghai relaxed their purchase restrictions, allowing eligible families to buy homes without limits in certain areas, which has positively impacted market activity [2][3]. - The central government has emphasized the need for strong measures to stabilize the real estate market, indicating potential for further policy support [1][6]. Group 2: Market Response - Following the policy changes, Beijing's new home transactions increased by nearly 9% month-on-month, while second-hand home transactions rose by 4.3% [1][2]. - In Shanghai, the first weekend after the new policies saw a more than 120% increase in the number of key project subscriptions, with second-hand home transactions reaching a new high for the past 60 days [3][4]. Group 3: Regional Developments - Other cities, such as Suzhou and Guangxi, are also implementing measures to stimulate housing demand, including lowering down payment ratios and optimizing loan policies [6][7]. - The overall sentiment in the market is optimistic as various cities prepare for the traditional peak sales season in September and October, known as "Golden September and Silver October" [5][7].