一线城市11月份二手房成交量环比企稳回升

Core Insights - The second-hand housing market in first-tier cities shows positive signs of recovery in November, with transaction volumes increasing compared to October, indicating a trend of stabilization [1][2][3] Group 1: Beijing Market - In November, Beijing's second-hand housing transaction volume reached 14,446 units, a month-on-month increase of 19.5% [1] - The decrease in listings on platforms indicates a tightening supply, with external listings dropping to 137,000 units and internal listings to 156,600 units, about 4,000 units less than at the beginning of November [1] - Increased willingness from first-time buyers to enter the market is noted, driven by price adjustments and concerns over potential future price rebounds due to policy optimizations [1] Group 2: Shanghai Market - Shanghai's second-hand housing transactions totaled 22,943 units in November, reflecting a month-on-month growth of approximately 24%, marking the highest level since May [2] - Although there is a year-on-year decrease compared to the new policy's November last year, the results significantly exceed industry expectations [2] Group 3: Guangzhou Market - Guangzhou's second-hand housing market also saw a notable recovery, with 9,191 units sold and a month-on-month increase of 22.89% in transaction volume and 23.07% in area [2] Group 4: Shenzhen Market - Shenzhen recorded 5,762 second-hand housing transactions in November, a month-on-month increase of 3.9%, maintaining a stable volume above 5,000 units for nine consecutive months [2] - The market is gradually emerging from its lowest point, with stable transaction volumes helping to ease market sentiment and support future price stability [2] Group 5: Overall Market Trends - The recovery in the second-hand housing market in first-tier cities is attributed to both market self-adjustment and ongoing supportive policies [3] - The narrowing uncertainty between buyers and sellers is expected to lead to a stable operational pattern in the second-hand housing market, fostering structural repair opportunities for the real estate market's healthy cycle [3]