北京新房年末出现供应潮：海淀量最大，聚焦改善型，拿证即推盘

Core Insights - The Beijing residential market is experiencing a surge in supply as the year-end approaches, with 12 new pre-sale permits issued in November 2025, releasing over 3,000 housing units, including six new projects [1][3] - November 27 marked a significant supply peak, with four projects approved on the same day, releasing 1,531 units, nearly 50% of the month's total supply [1][3] - Developers are accelerating their market entry to capture sales before the year-end, with many projects launching immediately after obtaining permits [1][7] Supply Overview - In November 2025, 12 projects received pre-sale permits across seven districts, with Haidian district leading with three projects and a total of 1,124 units [5] - The total supply from these projects amounts to 3,203 units, with nearly 65% classified as improvement housing, targeting buyers looking for larger units [3][4] - The supply distribution includes 1,124 units in Haidian, 1,117 in Shunyi, and over 530 in Changping, while other districts contributed around 100 units each [5] Market Dynamics - The concentration of improvement housing supply is influenced by land prices and market demand, with a notable shift towards improvement-type buyers in recent years [4] - The market is responding to a growing demand for larger units, with several projects offering sizes above 100 square meters, further increasing the proportion of improvement housing [3][4] - The supply strategy is also shaped by the government's land supply policies, which have increased the availability of quality land in recent years [5][8] Sales Strategy - December is a critical month for developers to boost annual performance, leading to an accelerated launch of projects [7] - Projects like Zhongjian Yipin and Beijing Yu Hai have already opened for sales shortly after obtaining permits, with discounts offered to attract buyers [7][8] - The market is expected to see a "tail-end" effect as buyers who have been waiting for favorable prices may decide to purchase before year-end [8]