顶豪市场爆发，深圳楼市年末迎来“翘尾”行情

Core Viewpoint - The luxury real estate market in Shenzhen has experienced a significant surge, with multiple high-end projects achieving record sales in a short period, indicating a strong demand despite the overall market not showing a complete recovery [1][2][8]. Group 1: Luxury Market Performance - The "Shenzhen Bay Luanxi" project achieved a single-day sales record of 13 billion yuan, marking the highest single-project sales in the country [1][7]. - Following this, the "Lian Tai Chao Zong Wan" project sold 125 units with an average price of approximately 60.96 million yuan, achieving a 76% sales rate on the opening day, totaling 5.3 billion yuan in sales [1][2]. - The "CITIC City Opening Xin Yue Bay" project reached over 10 billion yuan in sales within two hours, with the highest unit price hitting 38,000 yuan per square meter [1][2]. Group 2: Market Dynamics and Factors - The luxury market's heat is attributed to three main factors: land scarcity, demand from high-net-worth individuals for asset allocation, and precise policy adjustments [2][9]. - The phenomenon reflects market differentiation and a revaluation of Shenzhen as a core city in the Greater Bay Area [9]. - The luxury segment's performance is not indicative of a broad market recovery, as the overall market remains in a "bottoming out" phase [9][10]. Group 3: Policy Impact and Future Outlook - The introduction of differentiated purchase policies on September 5 has been a pivotal moment for the market, leading to significant increases in transaction volumes in the third quarter [10][11]. - The land market has shown a trend of "reduced quantity and improved quality," with 12 residential land transactions totaling 29.09 billion yuan and an average premium rate of 32.81%, the highest in six years [11]. - Looking ahead to 2026, there are 156 potential residential projects expected to enter the market, primarily in core areas, indicating ongoing opportunities despite current market conditions [11][12].