新政利好带动！多个核心城市9月楼市成交量回升

Core Insights - The real estate market in major Chinese cities has shown signs of recovery in September following policy optimizations implemented in August [1][2] - Significant increases in transaction volumes for both new and second-hand properties were reported in Beijing, Shanghai, and Shenzhen [1][2] Group 1: Beijing Market Performance - In September, new residential property transactions in Beijing reached 460,000 square meters, representing a month-on-month increase of 21% and a year-on-year increase of 22% [1] - The second-hand housing market in Beijing saw 16,000 transactions in September, with a month-on-month increase of 19% and a year-on-year increase of 19% [1] Group 2: Shanghai Market Performance - Shanghai's new residential property sales totaled 970,000 square meters in September, marking a month-on-month increase of 23% and a year-on-year increase of 16% [1] - The second-hand housing transactions in Shanghai reached 20,000 units, with a month-on-month increase of 5% and a year-on-year increase of 29% [1] Group 3: Shenzhen Market Performance - In Shenzhen, the average daily transaction of new residential properties from September 6 to 30 was 6,000 square meters, which is a 44% increase compared to August [1] - The second-hand housing market in Shenzhen recorded 4,546 transactions in September, reflecting a month-on-month increase of 9% and a year-on-year increase of 43% [1] Group 4: Overall Market Trends - According to statistics, the new housing transaction volume in first-tier cities increased by 16% month-on-month and 1% year-on-year in September, with a cumulative year-on-year growth of 4% for the first three quarters [2] - The market showed significant differentiation in second and third-tier cities, with cities like Chengdu, Qingdao, Wuhan, Xi'an, and Tianjin exceeding 500,000 square meters in transaction volume in September [2] - The overall recovery in the market is attributed to policy optimizations and increased promotional activities by developers during the National Day and Mid-Autumn Festival holidays [2]