行业透视 | 深圳楼市回归自住属性支撑一二手房成交“一枝独秀”

Core Viewpoint - The real estate market in Shenzhen shows a significant recovery, with both new and second-hand housing transactions increasing, particularly driven by demand for affordable and mid-range properties [3][31]. Group 1: New Housing Market - New housing transactions in Shenzhen have seen a year-on-year increase in both area and value, with new housing transaction area reaching 239 million square meters (up 25%) and transaction value at 1,446 billion (up 19%) [3]. - The structure of new housing transactions indicates a strong demand for affordable properties, particularly in the price range of 300-400 million, which has increased its market share from 16.31% to 20.89% [9]. - The average price of new housing projects is competitive, with some projects priced below surrounding competitors, enhancing their attractiveness to buyers [17]. Group 2: Second-Hand Housing Market - The second-hand housing market is characterized by a strategy of "price for volume," with a notable increase in transactions for properties priced below 300 million, which now accounts for 19.18% of total transactions [21]. - The average transaction size for second-hand properties is shifting towards larger units, with properties over 100 square meters seeing an increase in transaction share [22]. - Key areas for second-hand transactions include Longgang and Yantian districts, where the market is focusing on high-value, affordable properties [24]. Group 3: Market Trends and Predictions - The overall transaction volume for both new and second-hand homes in Shenzhen has increased by 27%, with the second-hand market showing more resilience compared to new homes [31]. - The market is expected to continue its weak recovery trend in the fourth quarter, with sustained demand for affordable and mid-range properties [31].