大跌五成！上海楼市，最新数据曝光…

Core Insights - The Shanghai real estate market is experiencing significant divergence, with new homes showing signs of recovery while the second-hand market faces a downturn [1][4]. New Home Market - During the National Day holiday, the average daily transaction area for new homes in Shanghai increased by 3% compared to last year, totaling 17,300 square meters [1]. - The outer ring areas are becoming the main transaction zones, with Yangpu District leading with nearly 4,000 square meters sold, followed by Pudong with around 3,000 square meters [1]. - Developers are actively promoting sales, with Poly Developments Shanghai attracting over 4,000 customer visits and achieving sales of 1.28 billion yuan during the holiday [2]. Second-Hand Home Market - The second-hand home market in Shanghai is struggling, with only 780 transactions during the holiday, averaging 111 per day, a decline of over 63% from 2,133 transactions in the same period last year [4]. - The market is characterized by increased negotiation between buyers and sellers, leading to a challenging environment for transactions [1]. Market Outlook - The current market shows increasing differentiation, not only between new and second-hand homes but also across different regions and product types [4]. - Analysts express cautious optimism for October, anticipating that favorable policies and seasonal sales may lead to improved transaction volumes for new homes compared to last year [4]. - There is an expectation for structural improvements in the second-hand market due to price reductions on some urgent sales, although significant increases in transaction volume are unlikely due to the new home market's influence [4][5].