上海房产新政实施一月有余，房产市场走势如何？

Core Insights - The implementation of the "Six Policies" in Shanghai since August 26 has led to a significant increase in housing market activity, with both new and second-hand housing transactions showing positive growth trends in September [1][2][3]. Group 1: Housing Market Performance - In September, the total transaction volume for new and second-hand housing reached 2.07 million square meters, representing an 8% month-on-month increase and a 24% year-on-year increase [1]. - New housing transactions amounted to 550,000 square meters in September, with a 28% month-on-month increase and a 14% year-on-year increase [2]. - Second-hand housing transactions totaled 18,000 units in September, reflecting a 3% month-on-month increase and a 27% year-on-year increase [3]. Group 2: Market Dynamics - The average subscription ratio for newly launched projects in September was 0.75, up from 0.71 earlier in the year, indicating improved demand [2]. - The daily average transaction volume for second-hand housing increased to 609 units post-policy implementation, marking a 12% rise compared to the pre-policy daily average [3]. - The number of new purchase commissions for second-hand housing rose by 7% in September compared to August, with intermediary contracts increasing by 10% [3]. Group 3: Outer Ring Market Activity - The outer ring market has seen a notable increase in activity, with daily average transactions for new housing projects rising by 40% in September compared to August [4]. - Second-hand housing transactions in the outer ring increased by 6% month-on-month and 34% year-on-year, accounting for 57% of the city's total second-hand housing transactions [4]. - Approximately 14% of transactions in the outer ring involved buyers from four specific groups supported by the "Six Policies," which is higher than the citywide average [4].