深圳一月楼市持续回暖：今年首个安居房项目开盘售罄，新房、二手房成交数据亮眼

Core Viewpoint - The Shenzhen real estate market is showing signs of recovery, with significant increases in both new and second-hand housing transactions, indicating a shift from hesitation to action among buyers [1][6]. Group 1: Market Performance - The first affordable housing project of the year, Shen Tie Ming Zhu Fang, sold out on January 31, 2026, reflecting strong demand for affordable housing [1]. - In January 2026, over 10,000 new and second-hand homes were registered, with second-hand home transactions increasing by 25% year-on-year and 7% month-on-month [1]. - The market has entered a steady recovery phase, with second-hand home transactions exceeding 5,000 units for ten consecutive months since March 2025 [1]. Group 2: New Housing Supply - The supply of quality new housing projects has increased, with notable sales such as Zhongxin Xinyue Bay achieving nearly 80% sales and Houhai Xijia Yuan selling out on the opening day [2]. - The affordable housing project Shen Tie Zhi Ye Ming Zhu Fang, with units ranging from 68 to 88 square meters, was fully subscribed on the same day it was released, indicating high demand from first-time buyers [2]. Group 3: Commercial Real Estate - In January 2026, commercial real estate transactions accounted for 35.5% of new home sales, and 20.5% of second-hand home sales, showing an increase from the peak in 2022 [5]. - Small-sized apartments in prime locations are favored for their low entry barriers and high rental yields, with some properties showing rental returns exceeding 4% [5]. Group 4: Policy and Economic Support - A series of favorable policies have been introduced in 2026, including a reduction in the capital gains tax for properties held for less than two years and adjustments to commercial property loan requirements [6]. - Shenzhen's GDP grew by 5.5% in 2025, with strong industrial performance, which is expected to improve employment and income expectations, further boosting real estate demand [6]. - Rental yields in Shenzhen have risen to approximately 1.8%, surpassing the annual interest rate of large bank deposits, indicating a favorable investment environment [6].