环比涨超20%！深圳楼市，最新数据出炉→

Group 1 - The core viewpoint of the news is that the new housing policy in Shenzhen has led to a significant increase in market activity, with both new and second-hand residential transactions rising sharply in September 2023 [1][2]. - In September, Shenzhen's total residential transactions reached 7,633 units, a month-on-month increase of 20.7% and a year-on-year increase of 38.3%. The first-hand residential transactions were 3,087 units, up 43.5% month-on-month and 32.7% year-on-year, while second-hand transactions were 4,546 units, up 8.9% month-on-month and 42.5% year-on-year [1]. - The average transaction price for second-hand residential properties in Shenzhen was 58,700 yuan per square meter, showing a slight month-on-month decline of 1.5%, while the listing price was 62,600 yuan per square meter, down 0.6% [1]. Group 2 - Analysts believe that the new policy has effectively stimulated the market, particularly in non-core areas where restrictions have been eased, leading to increased participation from first-time buyers and cross-city purchasing groups [2]. - The policy's targeted approach aims to address the issues of inventory in peripheral areas while stabilizing expectations in core areas, setting a foundation for a robust market during the peak season of September and October [2]. - Nationally, the new housing market has remained stable since 2025, but there has been a slight decline in sales since the second quarter of 2023. However, September saw a recovery in sales due to improved supply [2][3].