力度超预期！深圳跟进京沪松绑限购，剑指 “金九银十” 去化

Core Viewpoint - Shenzhen has joined the trend of loosening housing purchase restrictions, following Beijing and Shanghai, with significant adjustments to its real estate policies aimed at stimulating the market during the traditional sales period of "Golden September and Silver October" [1][5]. Policy Adjustments - The new policy includes a multi-dimensional adjustment of housing purchase regulations, allowing eligible residents in peripheral areas to purchase an unlimited number of homes [2][5]. - Non-local residents without social insurance proof can buy up to two homes in peripheral areas, while those with proof can purchase without limit in specific districts [2][5]. - The qualification review for purchasing homes in remote districts has been completely canceled, facilitating easier access to the housing market [3]. Impact on Market Dynamics - The adjustments are expected to significantly boost inventory reduction in the housing market, particularly in peripheral areas, as the new policies are more lenient compared to those in Beijing and Shanghai [5][8]. - The unified interest rate policy for first and second homes aligns with previous adjustments made in Shanghai, indicating a trend towards standardization in housing finance [6]. - The new regulations for enterprises allow companies meeting specific criteria to purchase homes without restrictions on the number of properties, aimed at encouraging investment in Shenzhen [7]. Market Conditions - The real estate market in Shenzhen has experienced a prolonged decline, with second-hand housing prices dropping since May 2021, and a notable decrease in new home transactions in August [8]. - The loosening of restrictions is anticipated to attract buyers from surrounding regions, potentially leading to a rebound in new home transactions and a stabilization of the market [8].