深圳楼市“小阳春”提前？1月二手房成交创10个月新高

Core Viewpoint - The Shenzhen real estate market has shown signs of recovery in January 2026, following a significant adjustment in 2025, with both transaction volume and prices stabilizing and increasing [1][3]. Market Performance - In January 2026, the transaction volume of second-hand residential properties in Shenzhen reached a near 10-month high, with a month-on-month increase of 18.9% and a year-on-year increase of 80% [2][4]. - The average transaction price for second-hand residential properties in Shenzhen was 57,800 yuan/m², reflecting a month-on-month increase of 0.5%, marking the second consecutive month of price growth [6]. Buyer and Seller Sentiment - A survey indicated that 53% of respondents expect an increase in transaction volume for 2026, while 43% believe prices will remain stable, indicating a consensus on "volume up, price stable" [7]. - 90% of homeowners are unwilling to sell at a loss, with over one-third expecting to sell at least 10% above their cost price, which supports price stability in the market [10]. Capital Market Response - The positive sentiment in the Shenzhen real estate market has also been reflected in the capital markets, with both A-shares and Hong Kong stocks in the real estate sector showing strong performance, gaining over 5% in the last week of January [11]. - Analysts from various brokerage firms have noted that while profits for many real estate companies remain under pressure, there are emerging positive signals in the market, suggesting a potential recovery in the sector [12].