北京楼市 跌破心理价！200万内房源激增 二环房价打回原形了

Core Insights - The real estate market in Beijing is experiencing a significant decline in housing prices, particularly for properties priced under 2 million yuan, which are increasingly available in desirable locations rather than just in the suburbs [1][3][34] - The proportion of houses priced under 2 million yuan is notably high in districts like Fengtai, Chaoyang, Fangshan, and Daxing, with surprising concentrations in core urban areas [3][25] - Recent transaction data indicates drastic price reductions for various properties, with some units experiencing declines of over 50% compared to previous years [5][7][9][11][15] Price Trends - In November 2025, a 37㎡ unit in Niujie sold for 220 million yuan, down 56% from 501 million yuan in December 2022 [5][7] - A 53㎡ unit in Xin'an Zhongli sold for 320 million yuan in November 2025, a 50% decrease from 632 million yuan in March 2023 [9] - A 102㎡ unit in Kangleli sold for 865 million yuan in November 2025, down 37% from 1.365 million yuan in April 2023 [15] Market Dynamics - The overall market is characterized by a shift from high-end properties in central districts to more affordable options in suburban areas, reflecting a broader trend of market segmentation [36][38] - The number of transactions in the core urban areas has decreased, with a notable decline in high-end residential sales, indicating a weakening demand in these segments [36][38] - The introduction of "bank direct supply housing" is emerging as a new phenomenon, where banks are selling properties acquired through bad loan disposals, often at significant discounts [41][42][66] Investment Opportunities - Properties priced under 2 million yuan, particularly in suburban areas, are seen as potential investment opportunities due to favorable rental yields compared to traditional financial products [34] - The market is witnessing a growing number of properties available at lower price points, which may attract buyers looking for affordable housing options [23][28][34] Conclusion - The current state of the Beijing real estate market reflects a complex interplay of declining prices, shifting buyer preferences, and new market entrants like banks selling distressed properties, creating both challenges and opportunities for investors and homebuyers alike [36][66]