行业透视｜五一假期新房认购同比微降4%，“好房子”项目热度延续

Core Viewpoint - The article highlights a mixed performance in the real estate market during the May Day holiday, with a notable increase in domestic tourism while the housing market shows signs of stagnation or slight recovery in certain cities [2][13]. Group 1: New Housing Subscription - New housing subscriptions in 19 key cities saw a slight year-on-year decline of 4%, with a total subscription area of 122.2 million square meters during the May Day holiday, reflecting a 35% decrease from the previous month [4][3]. - Major cities like Beijing, Shanghai, and Shenzhen experienced insufficient growth momentum, with Beijing and Shenzhen seeing a significant drop in project visits and subscriptions [5][6]. - Cities such as Guangzhou, Wuhan, and Tianjin maintained a weak recovery, with Guangzhou's project visits increasing by over 200% during the holiday due to aggressive marketing and discounts [5][6]. Group 2: Market Dynamics - The article notes a significant disparity in market performance across different cities, with cities like Hefei, Nanjing, and Changsha showing a decline in subscription areas of over 40% year-on-year [7]. - In Wuhan, the market showed a steady increase in activity, with visits up 45% and subscriptions up 70% compared to April, driven by limited new supply and strong demand for upgraded housing [6][7]. - The overall market sentiment indicates that consumers are prioritizing value for money, leading to strong sales in core area properties and heavily discounted entry-level homes [10][13]. Group 3: Future Outlook - The article predicts that overall transaction volumes in May will remain at low levels, potentially stabilizing or slightly increasing compared to April, with year-on-year comparisons expected to hold steady [13]. - The introduction of quality housing products in cities like Guangzhou and Chongqing is anticipated to further stimulate demand and increase new housing transactions [13].