有人预测:上海、深圳渐渐出现了4大“现象”,已经开始蔓延!
Sou Hu Cai Jing·2026-01-27 04:44

Group 1 - The core phenomenon observed in Shanghai and Shenzhen is the increasing trend of individuals choosing not to marry or have children, with national marriage rates dropping from approximately 9‰ in 2015 to 4.3‰ in 2024, and birth rates decreasing from 11.99‰ to 6.77‰ during the same period [5][11][16] - In major cities like Shanghai and Shenzhen, the number of single individuals is significant, with reports indicating that there are 2.09 million single women in Shanghai and 1.79 million in Shenzhen, reflecting a large group of young people who are hesitant and indecisive about marriage [7][9] - Interestingly, there is a projected rebound in marriage registrations for 2025, with Shanghai expecting 125,100 couples to register, a 38.7% increase from 2024, and Shenzhen anticipating 118,900 couples, a 28.54% increase, marking a new high in recent years [11][13][14] Group 2 - The second phenomenon is the decline in housing prices, yet the number of homebuyers is decreasing. In Shanghai, while new home prices remain stable, the second-hand housing prices have seen a year-on-year decline of approximately 2.4% in 2025 [20][21][23] - Despite the drop in prices, potential buyers are increasingly hesitant, driven by rising uncertainties in income and employment, high down payment and monthly mortgage burdens, and frequent policy adjustments that create confusion about market conditions [23][25][27] - The market is experiencing polarization, where properties in prime locations are seeing price stability or slight increases, while less desirable areas struggle with low liquidity and difficulty in sales [29][31] Group 3 - The third phenomenon is the significant outflow of the migrant population, with Shanghai's migrant population decreasing from approximately 10.07 million in 2023 to 9.83 million in 2024, a reduction of about 238,000 individuals [39][41] - Contributing factors to this outflow include industrial upgrades leading to job losses in labor-intensive sectors, high living costs making it difficult for non-residents to settle, and surrounding cities offering better living conditions and lower costs [43][45][48] - Shenzhen's situation is slightly different, as it maintains a younger population and some net inflow, but still faces challenges related to industrial upgrades and rising living costs that affect retention of newcomers [50]

有人预测:上海、深圳渐渐出现了4大“现象”,已经开始蔓延! - Reportify