上海“825楼市新政”满月：新房成交总量环比涨19% 外环外占比超七成

Core Viewpoint - The "825 Real Estate New Policy" in Shanghai aims to stabilize market confidence and activate transaction demand through measures such as lifting purchase restrictions outside the outer ring, lowering down payment ratios, increasing housing provident fund loan limits, and relaxing commercial loan conditions [1][2]. Group 1: New Housing Market Response - In the first month of the new policy, the new housing market showed a positive response, with online signing transaction volume increasing by 19% month-on-month [1]. - Transactions outside the outer ring accounted for 73.45% of the total market, reaching a new high for the year, indicating the policy's guiding effect on this segment [1]. - The first week after the policy implementation saw a significant spike in transaction volume, with a month-on-month increase exceeding 30%, followed by a stabilization at a high level [1]. Group 2: Second-hand Housing Market Dynamics - In the second-hand housing market, the negotiation space for sellers slightly decreased but remained high, reflecting ongoing price negotiations between buyers and sellers [2]. - The policy is expected to activate the second-hand housing replacement chain, which is crucial for improving market liquidity and fostering a virtuous cycle [2]. - The proportion of second-hand housing transactions outside the outer ring was notably higher than the average for the year, indicating increased activity in this area due to the new policy [2]. Group 3: Overall Market Impact - The initial effects of the "825 Real Estate New Policy" have begun to manifest, boosting market confidence and facilitating the release of reasonable housing demand [3]. - The policy is seen as a strong support for the upcoming peak buying season, laying a solid foundation for market recovery [3].