打破连续两月低迷 北京新房供应放量驱动市场回暖

Core Insights - The Beijing real estate market has shown a significant recovery in September, with new residential sales increasing by 21% month-on-month and 22% year-on-year, while second-hand home transactions rose by 19% both month-on-month and year-on-year [1][2] - The supply of new homes in Beijing doubled in September compared to August, with over 3,000 new units entering the market, breaking a two-month supply slump and injecting growth momentum into the traditional sales season [2][3] - High-demand projects, particularly in key areas, have driven market enthusiasm, with notable sales figures reported for several new developments [3][6] Supply Dynamics - The supply surge in September was a key driver for the market, with 26 pre-sale permits issued, including 17 for residential projects, compared to only 12 in August [2][4] - Major new projects such as Zhongjian·Yunhe Jiuyuan and Puyue have entered the market, contributing to the increase in available quality housing [2][3] Sales Performance - Hot projects have been crucial in boosting market activity, with Zhongjian·Yunhe Jiuyuan achieving sales of 573 units worth 4.7 billion yuan on its opening day, and total sales reaching approximately 3.857 billion yuan by mid-October [3][6] - Other projects like Beijing Jianguo·Jiatang Luanxi and Longhu Chenhan also reported strong sales figures, indicating a robust demand for new homes [3][6] Market Outlook - The "Silver October" is expected to continue the positive trend from September, with high-end projects performing well and ongoing demand for improved housing options [5][7] - The introduction of quality land parcels in the fourth quarter is anticipated to further support the market, as developers are expected to launch new projects [7][8]