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实探深圳楼市丨二手房“以价换量”,业界期待政策放松节奏提速
证券时报·2025-08-12 13:50

Core Viewpoint - The real estate market in first-tier cities serves as a "barometer" for the overall market trends [1] Group 1: Market Trends - Beijing has introduced a series of measures to relax housing purchase restrictions, attracting widespread attention [2] - Despite July and August being traditional off-seasons for the real estate market, Shenzhen's second-hand housing market has shown a positive start in August, with a recorded transaction volume of 1,216 units from August 4 to August 10, reflecting a 2.7% month-on-month increase [4] - The transaction rate for second-hand residential viewings in Shenzhen has reached 4.22% as of August 11, up 0.26 percentage points from July, indicating an acceleration in buyer activity [6] Group 2: Market Sentiment - Market practitioners express differing sentiments, with many hoping for more policy optimizations to boost market confidence [2][6] - The second-hand housing market is currently characterized by "price for volume" dynamics, with only a few popular properties maintaining transaction heat, while others face pressure [6][7] - The expectation for new housing policies is high, as industry experts believe that the recent policy changes in Beijing could stimulate market demand and improve buyer sentiment [9][10] Group 3: Future Outlook - The upcoming "Golden September and Silver October" period is anticipated to bring increased buyer interest, especially as the weather improves and the summer vacation ends [10] - Analysts predict that the second-hand housing transactions in Shenzhen will remain high due to favorable loan conditions and a large demand from first-time buyers [7][10] - The new housing market is expected to show a pattern of "star projects being hot, while most projects remain flat," indicating significant competition among new developments [7]