豪宅“热销”！深圳楼市11月成交稳步回升

Core Viewpoint - The Shenzhen real estate market showed a steady recovery in transaction volume in November, with luxury properties gaining significant attention, although buyer confidence remains to be improved [1][2]. Group 1: Market Performance - In November, Shenzhen's new home transactions reached 3,624 units, a month-on-month increase of 8.1%, while second-hand home transactions totaled 5,495 units, up 4.2% month-on-month [2]. - The total number of residential online signing for new and second-hand homes in November was 7,116 units, reflecting a month-on-month increase of 3.9% [2]. - The increase in market activity is attributed to a combination of policy benefits, urban advantages, and market dynamics, with recent policy optimizations such as relaxed purchase restrictions contributing to the market's recovery [2]. Group 2: Luxury Market Insights - The luxury market in Shenzhen has become a hot topic, with projects like Shenzhen Bay Luanxi launching 348 units and achieving sales of 13 billion yuan, setting a record for the highest single-project sales in 2025 [2][3]. - The concentration of high-end luxury products entering the market is expected to drive both transaction volume and prices in the Shenzhen real estate market [3]. Group 3: Second-hand Market Dynamics - The average transaction price for second-hand homes in Shenzhen was 57,000 yuan per square meter in November, reflecting a month-on-month decrease of 3.2%, influenced by an increase in the proportion of first-time buyers and greater negotiation space for sellers [3]. - Despite maintaining a certain level of transaction volume, the overall activity in the second-hand market and buyer confidence still require improvement, with price reductions becoming a common strategy among sellers [3][4]. Group 4: Price Trends and Buyer Sentiment - The ability of housing prices to stabilize is closely linked to the second-hand market, as the decline in new home prices is largely associated with the widening drop in second-hand prices [4]. - Current market conditions are primarily driven by self-use demand, with investment demand expected to be stimulated only when there is a positive outlook for price increases [4].