深圳楼市开门红：1月新房二手网签破1万 有安居房开盘售罄

Core Viewpoint - The Shenzhen real estate market is showing signs of recovery, with significant demand for both affordable housing and commercial properties, driven by favorable policies and economic growth [1][6]. Group 1: Affordable Housing Market - The first affordable housing project of the year, Shen Tie Ming Zhu Fang, sold out on January 31, 2026, indicating strong demand for affordable housing [1][2]. - The project had 181 units available, with 662 qualifying households, resulting in a subscription ratio of approximately 1:3.6, reflecting high interest from first-time buyers [2]. Group 2: Overall Real Estate Market Performance - In January 2026, over 10,000 new and second-hand homes were signed, with second-hand home transactions increasing by 25% year-on-year and 7% month-on-month [1][6]. - The market has seen a steady increase in second-hand home transactions, with over 5,000 units sold for ten consecutive months since March 2025 [1]. Group 3: Commercial Real Estate Trends - In January 2026, new commercial property transactions accounted for 35.5% of total new home sales, while second-hand commercial property transactions made up 20.5% of total second-hand sales, both showing increases from 2022 [5]. - High-demand small 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 policy incentives have been introduced in 2026, including a reduction in 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 enhance employment and income prospects, further boosting real estate demand [6].