上海楼市新政首周：新房成交面积环比上涨35%

Core Insights - The new policy implemented in Shanghai aims to optimize the real estate market by adjusting housing purchase limits, public housing funds, housing loans, and tax measures, which is expected to stimulate demand and reduce costs for homebuyers [1][2]. Market Performance - The new policy has led to a significant increase in market activity, with new residential property transaction volume rising by 35.25% week-on-week in the first week after the policy announcement, totaling 113,400 square meters [2][3]. - In August, the total transaction volume for new residential properties reached 401,000 square meters, reflecting a 17.5% increase compared to the previous month [2]. - The average price of new homes in Shanghai rose to 80,937 yuan per square meter, marking a 13.4% increase from the previous month and a 9.6% increase year-on-year [3]. Buyer Behavior - There has been a notable increase in buyer interest, with a reported 11.7% rise in total visits to new properties in the week following the policy change, particularly in areas outside the outer ring road [4]. - The number of daily transactions for second-hand homes also increased, with a peak of 1,103 transactions on August 30, the highest in the last 60 days [5]. Future Outlook - The market is expected to see a stable price environment and increased transaction volume as confidence among developers and homeowners grows, particularly in September, which is traditionally a strong month for real estate [6][7]. - The policy's effects are anticipated to continue driving demand, especially for properties in areas with industrial support and high external population influx [4][7].