Core Viewpoint - The new policy implemented in Beijing has significantly increased the number of potential homebuyers visiting properties, particularly in the areas outside the Fifth Ring Road, indicating a potential sales peak in the new housing market [1][10]. Summary by Sections Market Reaction - Over the first weekend following the new policy, there was a notable increase in the number of visitors to new housing projects, with one project reporting over 50 units reserved on the first day [1][2]. - In a specific project in Tongzhou District, more than 70 groups of clients visited on Sunday, indicating strong interest [3][6]. Policy Details - The new policy allows families meeting certain criteria to purchase an unlimited number of homes outside the Fifth Ring Road, which is expected to attract more buyers [1][10]. - The policy also enhances housing fund support, increasing the maximum loan amount for second homes from 600,000 to 1,000,000 yuan, thereby reducing financial pressure on buyers [11]. Market Trends - Analysts predict that the new policy will lead to a sales peak in the new housing market outside the Fifth Ring Road, as the removal of purchase limits is likely to increase demand [10][11]. - The proportion of new housing sales outside the Fifth Ring Road has been over 80%, making it a key area for market activity [11]. Developer and Buyer Dynamics - Developers are expected to accelerate project construction and sales due to the positive signals from the new policy [10]. - The increase in market activity is anticipated to also positively impact the second-hand housing market, potentially stabilizing prices [10][11].
实探丨新政后首个周末,北京五环外看房量明显增加,有项目一天认筹50多套,半夜12点还有客户订房
证券时报·2025-08-10 13:12