广州为什么现在取消限购？

Core Viewpoint - Guangzhou has become the first super first-tier city to fully lift purchase restrictions, indicating a significant policy shift in the real estate market [4][5][60]. Group 1: Market Performance - In Q1 2023, Guangzhou's new housing transactions reached 14,453 units, showing a 39% increase compared to Q1 2024, despite being lower than the same period in 2022 and 2023 [13][14]. - The second-hand housing market performed even better, with 46,722 units signed from January to May 2023, reflecting a year-on-year increase of 17.82% [17]. - The average price of second-hand homes in Guangzhou has dropped by 12.4% compared to June of the previous year, indicating a significant price decline [30][33]. Group 2: Price Dynamics - The price drop in Guangzhou's real estate market is notable, with some properties experiencing a price reduction of around 10% over the past year [27][33]. - The gap between listing prices and transaction prices has widened, with some areas showing a price difference of over 40%, indicating a distressed seller market [35][43]. - The overall price trend suggests that while transaction volumes appear stable, the underlying price dynamics are concerning, prompting policy changes [44][46]. Group 3: Policy Implications - The decision to lift restrictions is not solely based on transaction volume but also on the urgent need to address declining prices and increasing inventory [50][62]. - Guangzhou's proactive approach to policy adjustments, including the removal of purchase restrictions and incentives for demand stimulation, reflects a comprehensive strategy to revitalize the market [62]. - The broader implications of Guangzhou's policy changes may influence other super first-tier cities facing similar market conditions [69][76].