房地产行业：最新数据！国庆楼市大幅升温，期待政策继续发力扭转预期

Investment Rating - The report indicates a positive outlook for the real estate market, suggesting a recovery trend driven by recent policy changes and increased buyer confidence [2][26]. Core Insights - The real estate market showed significant improvement during the National Day holiday, with increased visitor and purchase volumes across major cities, particularly in first-tier cities like Guangzhou and Shenzhen, where average purchase volumes doubled compared to September [2][18]. - The report highlights that the new policies implemented prior to the holiday have effectively boosted market confidence, leading to a notable increase in both new and second-hand property transactions [14][26]. - The anticipated growth in market sales data for October is expected to reflect the surge in purchase activity observed during the holiday period [2][26]. Summary by Relevant Sections Market Performance - In Beijing, the average visitor count was 297, with 20 units sold, showing a 30% increase in purchase volume compared to September [3]. - Shanghai's market remained stable, with an average of 403 visitors and 27 units sold, indicating a slight increase in buyer confidence [3]. - Guangzhou experienced a remarkable surge, with 830 visitors and 60 units sold, representing a 120% increase in purchase volume compared to September [3]. - Shenzhen also saw a significant uptick, with 833 visitors and 68 units sold, reflecting a similar doubling in purchase volume [3]. - Chengdu and Hangzhou reported strong growth, with average purchase volumes approximately doubling compared to September [3][19]. Policy Impact - The report emphasizes that recent policy adjustments, such as lowering down payment ratios and easing purchase restrictions, have played a crucial role in revitalizing the market [2][16]. - In cities like Wuhan and Nanjing, new policies aimed at optimizing housing loans and providing purchase incentives have led to increased buyer engagement and transaction volumes [23][27]. Future Outlook - The report anticipates that the positive trends observed during the holiday will continue, with expectations of improved sales data in the coming weeks as the market adjusts to the new policies [7][26]. - It is suggested that sustained policy support and economic recovery will be key to stabilizing the real estate market in the fourth quarter [26].