北上广深杭国庆楼市“冷热不均” 优质改善新盘热度高

Core Insights - The long National Day and Mid-Autumn Festival holiday has released consumer potential, particularly in the real estate market, with significant policy relaxations in major cities like Beijing, Shanghai, and Shenzhen [1][7] - The overall performance of the real estate market during the holiday period showed a mixed picture, with new home transactions increasing in key cities, but the actual buyer turnout was limited due to travel [2][3][7] Beijing Market Summary - The new home market in Beijing displayed a "divided" characteristic, with high interest in quality improvement projects despite a general decline in visitor numbers due to travel [2] - During the holiday, the average daily transaction volume for new residential properties was 0.61 million square meters, a 52% increase compared to last year, while the second-hand home market saw a 73% increase in daily transactions [2] - The new policies implemented in August, including the relaxation of purchase limits, began to show effects in September, with new home transactions reaching 460,000 square meters, a 21% month-on-month increase [3] Shanghai Market Summary - In Shanghai, the real estate market remained stable during the holiday, with new residential property transactions totaling 17,300 square meters [4] - The policy relaxation in the outer ring areas has positively impacted the market, with significant activity in areas like Dapuqiao and Baoshan [4][5] - A new project launched during the holiday in the Fengxian district, with an average price of 47,586 yuan per square meter, indicates a recovery in developer confidence [4][5] Other Cities Summary - In Shenzhen, new residential property transactions averaged 0.23 million square meters during the holiday, a 22% increase from last year [6] - However, cities like Guangzhou, Hangzhou, and Chengdu experienced slight declines in new home transactions, with Guangzhou seeing a 4% decrease [6] - The overall market is expected to see a rebound in transactions post-holiday, as viewing activities were active during the holiday period [6] Market Outlook - Analysts predict that the "Silver October" market will continue to show a divided trend, with core cities maintaining high interest in quality projects [7] - The overall market performance during the holiday was relatively subdued, but the new supply from major developers in core cities is expected to support new home sales in the fourth quarter [7]