深圳楼市热度回升，取消限购后外地购房者开始入场

Core Insights - The recent policy changes in Shenzhen have significantly activated various housing demands, leading to increased transactions in both new and second-hand housing markets [1][4][8] - The most notable impact has been observed in the Luohu district, which has seen a substantial increase in buyer activity following the relaxation of purchase restrictions [2][4][5] Market Performance - In the week of September 8-14, 2025, Shenzhen recorded 589 new residential units sold, a month-on-month increase of approximately 17%, while second-hand homes saw 1,554 transactions, up 15.4% [1][4] - The Luohu district experienced a remarkable surge, with viewing and signing volumes increasing by 29% and over 25% respectively during September 6-14 [4][5] Buyer Demographics - The new policy has lowered purchase thresholds across most areas in Shenzhen, attracting a significant number of external buyers, including those from Chengdu and Hong Kong, who are now eligible to purchase homes [2][3] - External buyers now account for approximately 10% to 15% of transactions in certain projects, indicating a growing interest from outside the region [2] Local Buyer Sentiment - Local buyers have shown increased confidence and quicker decision-making processes, with many opting for immediate purchases rather than prolonged consideration [3][5] - The market has seen a notable increase in first-time buyers and those looking for investment opportunities, particularly in areas with strong educational resources [5][6] Developer Activity - Developers are actively preparing to launch new projects, taking advantage of the favorable market conditions created by the new policies [7] - Upcoming projects include over 390 new residential units in the Futian and Nanshan districts, with expectations of strong sales performance without the need for heavy promotional activities [7][8] Market Outlook - The new policy is expected to stimulate the market further, particularly during the traditional peak sales season of September and October, with a focus on inventory reduction in non-core areas and stabilizing expectations in core regions [8]