自贸港封关在即，海南楼市“明显好起来了”

Core Viewpoint - The real estate market in Hainan, particularly in Sanya and Haikou, is experiencing a significant recovery, with notable increases in sales volume and prices driven by various factors including policy expectations and supply changes [2][7]. Group 1: Market Performance - In the first half of this year, residential transactions in Sanya increased by nearly 50% year-on-year [1]. - During the "National Day and Mid-Autumn Festival" holiday, despite typhoon impacts, Haikou and Sanya saw active performance in multiple projects, with some attracting over 800 groups of visitors [2]. - From October 1 to 7, the province's commercial housing online signing sales area increased by 22% year-on-year, and sales amount surged by 115% [2]. - For the first eight months of this year, Hainan's commercial housing sales area reached 5.91 million square meters, with a sales amount of 99.4 billion yuan, reflecting year-on-year growth of 0.6% and 9.3% respectively [4]. Group 2: Price Trends - In August, the average housing price in Sanya reached approximately 38,800 yuan per square meter, marking a recent high, while Haikou's price also hit 12,500 yuan per square meter, the best performance in the last six months [4]. - A project in Haikou sold out 168 units in one day, generating 1 billion yuan in sales, with average prices exceeding 30,000 yuan per square meter [3]. Group 3: Developer Activity - Major developers, including Poly, China Merchants Shekou, and Dahua, are intensifying their investments in the Hainan market, alongside companies from other industries entering the real estate sector [5]. - In Sanya, land transactions from June to August totaled over 9.5 billion yuan, accounting for more than 60% of the city's fiscal revenue [6]. Group 4: Policy Impact - The upcoming free trade port closure in Hainan, set for December 18, 2025, is expected to enhance the region's asset value and attractiveness, providing a solid foundation for the real estate market [7]. - The anticipated policy changes are expected to create new growth points in demand, particularly in cities like Sanya, with projected sales increases of nearly 50% in the first half of 2025 [7]. Group 5: Market Dynamics - The market is showing signs of stabilization, with a notable increase in targeted buyers who are closing deals within two to three days [3][4]. - There is a clear differentiation in the market, with high-quality projects in prime locations performing well, while less desirable projects struggle to attract buyers [8][9].