多地楼市新政频出，重点城市假期新房成交同比增长

Core Insights - Multiple cities have introduced new real estate policies to stabilize the market ahead of the National Day and Mid-Autumn Festival holidays, signaling positive developments in the housing sector [1][2][4] - The overall performance of the real estate market during the holiday period was relatively flat, although new home transaction areas in cities like Beijing, Shanghai, and Shenzhen showed year-on-year growth [6][5] Policy Developments - From September 25 to October 1, cities such as Dongguan, Guangzhou, Shaoyang, Changchun, and others implemented new housing policies, with a significant focus on enhancing housing provident fund support [2][3] - Guangzhou optimized its provident fund withdrawal policy, allowing buyers to use funds for down payments on various types of housing [2] - Dongguan raised the maximum loan limit for first and second homes to 1.5 million yuan and provided additional support for purchasing affordable housing [2][3] Market Performance - During the holiday period (October 1-8), new home sales in key cities showed mixed results, with Beijing's daily average sales increasing by 52% year-on-year, while Guangzhou experienced a slight decline of 4% [4][5] - The overall sales area of commercial housing in Hubei province increased by 12.9% during the holiday, with notable growth in cities like Wuhan [4] - Despite the overall flat performance, core cities maintained high interest in quality projects, with new home signing areas in major cities showing growth [6] Future Outlook - The influx of quality land acquired by leading real estate companies in core cities is expected to support new home sales in the fourth quarter, indicating a continued differentiated market trend [6] - The second-hand housing market has also shown signs of recovery, with expectations for continued moderate increases in transaction activity in October [6]