多城二手房交易升温，广州1月二手房成交量突破5000套

Core Viewpoint - The real estate market in major cities continues to warm up, driven by favorable policies and tailwind effects from previous trends, with significant increases in both new and second-hand housing transactions observed since the beginning of 2026 [1][2][3]. Group 1: Market Performance - In the third week of this year, the new housing transaction area in 40 key cities increased by 5% month-on-month, while the second-hand housing transaction volume in 15 key cities rose by 9% [1]. - Shenzhen's second-hand housing recorded volumes of 1,115, 1,595, and 1,654 units in the first three weeks of January, maintaining a monthly average above 5,000 units since last year [2]. - Shanghai's second-hand housing transactions exceeded 18,000 units by January 25, with expectations to surpass 22,000 units for the month [2]. Group 2: Policy Impact - Beijing's new real estate policy, implemented on December 24, 2025, led to a 33% increase in transaction volume within a month, alongside significant rises in market activity indicators [3]. - Multiple cities, including Tianjin and Nanjing, have also seen strong performances in second-hand housing, with daily transactions exceeding 300 units [3]. - Recent policy measures aimed at stabilizing the real estate market include tax reductions and adjustments to down payment requirements, which have contributed to a decrease in buyer hesitation [6]. Group 3: Price Trends - The narrowing of negotiation space for second-hand housing indicates a potential stabilization in prices, with some properties even experiencing price increases [7]. - The price index for second-hand residential properties in 15 key cities has risen for five consecutive weeks, suggesting a shift in market dynamics [8]. - Despite a general decline in housing prices across 70 major cities, first-tier cities like Shanghai have shown signs of price increases, indicating a divergence in market performance [8].