重点30城一二手房成交数据释放“止跌回稳”信号

Group 1 - The core viewpoint indicates that the real estate market in 30 key cities has shown signs of stabilization due to multiple rounds of policies aimed at stabilizing the housing market, with transaction volumes for new and second-hand homes remaining at 274 million square meters in the first ten months of the year, roughly unchanged from the same period last year [1] - In terms of city performance, Shenzhen's transaction area for new and second-hand homes increased by 12% year-on-year, while Beijing, Shanghai, and Guangzhou saw increases of 7%, 6%, and 2% respectively [1] - Several second-tier cities demonstrated resilience, with Hefei leading the 30 cities with an 18% year-on-year increase in transaction area, and Chengdu reporting a transaction area of 26.3 million square meters, up 11% year-on-year [1] Group 2 - The overall housing demand remains stable, indicating a strong willingness among residents to purchase homes, with increased activity in the second-hand housing market reflecting the effectiveness of policies aimed at stabilizing the market [2] - Looking ahead, the real estate industry is expected to face certain pressures in the short term, with a focus on stabilizing the market and removing unreasonable restrictions in housing consumption, alongside the acceleration of policies related to urban village redevelopment [2] - The improvement of standards and regulations for "good housing" construction is anticipated to stimulate the release of demand for upgraded housing through the supply of high-quality housing [2]