观察：一线城市放“房票” 楼市“金九银十”成色加码

Group 1 - Major cities in China, including Beijing, Shanghai, and Shenzhen, have introduced new real estate policies aimed at optimizing the housing market, with a focus on loosening purchase restrictions [1] - The adjustments in purchase policies are targeted at areas with concentrated transactions and inventory, which is expected to stimulate market activity and improve housing conditions for residents [1] - Following the new policies, Shenzhen reported a significant increase in second-hand housing transactions, with a doubling of signed contracts in Luohu and a 69% increase in Bao'an district during the first weekend after the policy announcement [1] Group 2 - Despite the new policies, there remains a cautious sentiment among homebuyers, with a tendency to delay decisions due to a "buy high, not low" mentality, indicating a need for time to rebuild confidence in the market [2] - The market is anticipated to require stable expectations and genuine demand for a healthy recovery, with ongoing support from coherent and sustained policy measures [2] - Future policy directions may include stabilizing housing price expectations, effectively activating homebuyer demand, and implementing measures for inventory management and urban village renovations [2]