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听说一二线房价都在涨,我给中介们打了电话
华尔街见闻·2025-03-02 12:40

Core Viewpoint - The article discusses the recent upward trend in new home prices across various cities in China, particularly highlighting the strong recovery in second-tier cities compared to first-tier cities [3][4][8]. Group 1: Price Trends - New home prices in 70 major cities show an upward trend, with 24 cities experiencing month-on-month increases [4]. - Notably, second-tier cities like Nanjing and Chengdu have seen price increases of 0.7%, while Shanghai's increase is 0.6% [5]. - The article emphasizes that the price recovery is more pronounced in strong second-tier cities, with some cities experiencing significant price rebounds [15][16]. Group 2: Transaction Volume - Transaction volumes have been steadily increasing, particularly in Wuhan, where November 2024 saw a 189% year-on-year increase in new home transactions [11]. - By December 2024, the transaction volume reached 28,331 units, accounting for 42% of the annual total in just two months [11]. - The upward trend in transaction volume continued into 2025, with January seeing a 28.3% increase year-on-year [12]. Group 3: Market Sentiment - There has been a notable increase in the number of people viewing homes, indicating a growing interest in the real estate market [23]. - Many real estate agents report a surge in weekend viewings, particularly for desirable properties [24][25]. - The article notes that the current market recovery is characterized by a significant increase in both new and second-hand home listings, reflecting a strong demand for property exchanges [28][37]. Group 4: Developer and Policy Impact - Developers are benefiting from the market recovery, with many reducing discounts on new homes, indicating increased buyer confidence [40][41]. - The article mentions that government policies, such as talent subsidies and special purchase incentives, are contributing to the market's stabilization and recovery [45][47]. - The reduction in discounts and the overall market enthusiasm suggest a positive outlook for developers moving forward [48][50]. Group 5: Long-term Outlook - Real estate agents express optimism about the sustainability of the current market recovery, anticipating that the upward trend in prices and transaction volumes will continue into the spring [53][54]. - The article highlights that the recovery is not just a temporary phenomenon but is expected to have lasting effects throughout the year [54][60]. - The resurgence of second-tier cities is attributed to their appealing product offerings, which have attracted buyers and stimulated market activity [63][66].