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“金九”成色几何?沪深杭蓉热度好于去年
3 6 Ke·2025-09-19 02:21

Core Viewpoint - The real estate market in September 2025 is experiencing a mixed performance, with core cities showing resilience while other areas face significant declines in transaction volumes [1][18]. Group 1: Market Performance - In the first half of September 2025, the transaction area in 30 key cities reached 159.3 million square meters, a decrease of 6% compared to the same period last year [1]. - The opening sales rate for projects in these cities was 38%, a slight decrease of 4 percentage points from August 2025 but an increase of 11 percentage points compared to September 2024 [1]. Group 2: City-Specific Trends - Core cities like Shanghai, Shenzhen, Hangzhou, and Chengdu are performing better than last year, with Shanghai's sales rate at 61%, up 4 percentage points from August 2025 and 12 percentage points from September 2024 [5][6]. - Hangzhou's sales rate was 72%, slightly down from August 2025 but up 27 percentage points from September 2024 [5][6]. - Chengdu had a remarkable sales rate of 100% with only one project launched, indicating strong market interest [6]. Group 3: Visitor and Conversion Rates - In Guangzhou, the average weekly visitor count was around 5,121 since June 2025, with a notable recovery in the second week of September, where visitor numbers increased by 11% and sales surged by 40% [9][10]. - Tianjin also saw a rise in customer conversion rates due to new project launches, with significant increases in sales in specific districts [10][11]. - Wuhan's market heat improved with a project opening rate of 60% in the first half of September, up 26 percentage points from July [13]. Group 4: Market Divergence - There is a clear divergence in market performance, with cities like Xi'an, Zhengzhou, and Nanjing experiencing declining sales and high levels of buyer hesitation [17]. - Overall, the market remains volatile, driven by the concentration of new projects in core cities and enhanced marketing efforts [18].