政策利好拉升楼市活跃度 二手房录得量攀升 改善型需求人群积极入市

Core Insights - The second-hand housing market in Shenzhen is experiencing increased activity entering 2026, with a continuous rise in recorded transactions over three weeks [1] - The market is showing significant improvement compared to previous years, with increased viewing and transaction rates, particularly in the Futian district [1] Group 1: Market Activity - The number of property viewings has increased by 30% month-on-month, while transaction volumes have risen by over 20% [2] - An average of 120 property viewings per week is reported by a local real estate agency, indicating high demand [2] - The signing volume of second-hand homes in Shenzhen's Beike cooperative stores increased by 26% from January 1 to January 25 compared to the same period last month [3] Group 2: Policy Impact - A new tax policy effective January 1, 2026, exempts homes sold after two years from value-added tax and reduces the tax rate from 5% to 3% for homes sold before two years, significantly lowering transaction costs [2] - The reduction in tax rates has stimulated demand, particularly among buyers looking to upgrade their living conditions [3] Group 3: Commercial Property Market - The minimum down payment for commercial property loans has been reduced from 50% to 30%, leading to increased activity in the commercial real estate market [4] - A specific apartment project in Nanshan has seen a surge in visitor numbers from 60 to approximately 180 per week following the policy change, with conversion rates improving from 5% to between 10% and 12% [6][7] - The overall new housing market in Shenzhen is also showing signs of recovery, with new home transactions reaching 1,051 units in the third week of January, a 14.5% increase from the previous week [7]