北京二手房市场企稳，连续三月网签破1.4万套，政策效应与供需改善驱动回暖

Group 1 - The Beijing second-hand housing market started steadily in January 2026, with a net signing volume of 15,082 units, maintaining above 14,000 units for three consecutive months, indicating a stabilization of the market [1][2] - From November 2025 to January 2026, the net signing volumes were 14,446 units, 17,200 units, and 15,082 units respectively, reflecting a continuous recovery linked to new real estate policies introduced in December 2025 [2] - The new policies included the removal of interest rate differentiation for first and second commercial mortgages, a reduction of the second home provident fund down payment ratio to 25%, and the implementation of housing value-added tax incentives, which collectively boosted transaction volumes [2] Group 2 - The increase in transaction volume was significant, with Beijing Lianjia reporting a 33% rise in transaction volume within a month of the policy changes, alongside a 14% increase in new customer sources and an 18% increase in viewings [2] - The market recovery is attributed to improved market expectations, accelerated customer engagement in viewing and negotiating, and an early release of demand due to the later timing of the Spring Festival in 2026 [2] - The supply side has also changed, with the number of listed second-hand housing units decreasing from 150,000 units last year to approximately 130,000 units currently, indicating a tightening supply and a more balanced supply-demand relationship [2] Group 3 - The demand for quality educational resources has driven up transaction volumes in specific areas, such as the Sanlihe area, which has seen monthly transaction volumes exceed 60 units for three consecutive months, with a total of 62 units sold by January 27, 2026 [3] - Homebuyers with children entering school are inclined to enter the market in January to take advantage of relatively reasonable prices and available options, while also planning for their children's education [3]