谁在悄悄抄底？11月中山楼市：止跌企稳，分化加剧

Market Overview - The real estate market in Zhongshan has stabilized in November 2025, continuing the trend of "stopping the decline and stabilizing" from the second half of the year [1] - Although there hasn't been explosive growth, the market has built a bottom, with transaction volume gently recovering from its low point earlier in the year [2] - In November, the total new housing transaction area was 167,800 square meters, with 1,552 units sold, indicating a decline in year-on-year and month-on-month comparisons primarily due to high base effects [3] Supply and Demand Dynamics - The supply-demand ratio in November was 1.34, indicating that supply significantly exceeded demand, reflecting developers' high enthusiasm for launching new projects despite ongoing de-stocking pressures [3] - The average transaction price remained stable at approximately 11,500 yuan per square meter [3] Regional Disparities - The market exhibited significant regional disparities, with the Huojun-Cuiheng area emerging as a hot spot due to transportation benefits and industrial support, leading to 302 units sold, the highest in the month [4] - The southern area (Tanzhou, Sanxiang, etc.) also performed well, accounting for 62.7% of the total transaction area [4] - In contrast, the central area (Shiqi, Dongqu, etc.) faced high de-stocking pressure due to excessive supply, with a supply-demand ratio of 5.79, while some western and northern areas remained largely ignored [4][6] Transaction Performance - The top-selling projects in November included Huojun Development Zone's Healthy Flower City with 110 units sold, followed by Helenburg's Jiuyuefu and Agile's Kaiyin Yunding with 74 and 62 units, respectively [6][10] - The overall transaction volume rankings showed Zhongshan Yuhong (Healthy Flower City), Agile, and Agile Group leading in unit sales, while Poly Development topped in transaction value with nearly 160 million yuan [10] Price Trends - Despite nominal price stability, actual discounts have deepened, with developers employing strategies like "total price discounts + free renovations/parking spaces" to stimulate sales [11] - The market has established a new norm where central areas maintain relatively firm prices, while peripheral areas attract customers through significant price reductions [11] Buyer Recommendations - For self-use buyers, it is advisable to focus on areas with good commuting times and robust amenities, with larger developments in mature hot spots showing stronger risk resistance [13][15] - For investment purposes, selecting areas with continuous population inflow, strong industrial bases, and proximity to transportation hubs is recommended, with the Huojun-Cuiheng area being a prime choice [15]