最新房价数据!一线城市,新房连续3个月环比上涨,什么信号?
证券时报·2025-03-17 06:09

Core Viewpoint - The real estate market in China shows signs of stabilization in February, with first-tier cities experiencing a continuous increase in new home prices for three consecutive months, while second-tier cities remain flat [1][4][6]. Price Trends - In February, new home prices in first-tier cities rose by 0.1% month-on-month, with Beijing, Shanghai, and Shenzhen increasing by 0.1%, 0.2%, and 0.4% respectively, while Guangzhou saw a decrease of 0.2% [4]. - Second-tier cities' new home prices remained unchanged after a 0.1% increase in the previous month, while third-tier cities experienced a 0.3% decline [4]. - The number of cities with rising new home prices decreased to 18, with Nanjing leading at 0.5% increase for three consecutive months [4]. Year-on-Year Comparisons - Year-on-year, first-tier cities saw a 3.0% decline in new home prices, narrowing by 0.4 percentage points compared to the previous month [5]. - Second-tier cities' new home prices fell by 4.7%, with a reduction in the decline rate of 0.3 percentage points [5]. - Second-hand home prices in first-tier cities decreased by 4.9% year-on-year, with a narrowing decline of 0.7 percentage points [5]. Market Dynamics - The real estate market is experiencing a seasonal slowdown due to the Spring Festival, with a 22.6% drop in new home transactions across 30 major cities [8]. - Analysts suggest that the market is showing signs of recovery, particularly in first-tier and some hot second-tier cities, due to strong economic development and population attraction [8][9]. - The upcoming introduction of new, high-quality housing projects is expected to improve supply-demand dynamics and support new home prices [9].