“9·5新政”为深圳金九楼市再添一把火

Core Viewpoint - Shenzhen's new real estate policy, implemented on September 5, aims to stimulate the housing market during the traditional peak sales season of "Golden September and Silver October" by relaxing purchase restrictions, easing corporate buying, and optimizing credit conditions [1][2]. Group 1: Policy Adjustments - The new policy includes four main adjustments to purchase restrictions: 1. Residents with Shenzhen household registration or proof of tax and social security payments for one year can now purchase in a reduced area [1]. 2. Non-residents can buy two homes in non-restricted areas without proof of tax and social security payments [1]. 3. In Yantian District and Dapeng New District, there are no purchase qualification checks [1]. 4. Single individuals are treated as families for purchasing, allowing an additional purchase [1]. - Credit optimization means that housing loan interest rates will no longer differentiate between first and second homes, allowing financial institutions to set rates based on market conditions [1]. Group 2: Market Response - The first weekend after the policy implementation saw a significant increase in both property viewings and sales, with some projects reporting a 30% increase in viewings and 16 units sold in one weekend [2][4]. - However, the initial surge in activity did not sustain into the following weekdays, indicating a potential short-term spike rather than a long-term trend [2][3]. Group 3: Pricing and Discounts - Many projects continue to offer discounts, with prices ranging from 86% to 93% of the listed price, indicating ongoing competitive pricing strategies [3][4]. - For example, a 92.54 square meter unit at a project was originally priced at approximately 5.03 million yuan but was discounted to about 4.68 million yuan, translating to around 50,600 yuan per square meter [3]. Group 4: Secondary Market Trends - The secondary housing market in Shenzhen is experiencing a "volume increase and price stability" trend, with a notable rise in viewings by about 12% following the new policy [5][6]. - The number of second-hand homes with price increases reached 163, while those with price reductions exceeded 1,000, indicating a mixed market response [5][6]. Group 5: Future Outlook - Analysts suggest that the new policy is a supplement to last year's measures and aims to boost market confidence during the peak sales season, with expectations of increased transactions in September [6][7]. - However, the sustainability of this recovery remains uncertain, as developers are cautious and primarily focused on maintaining cash flow through sales rather than increasing prices [7].