8月深圳楼市表现分化！

Core Viewpoint - The Shenzhen real estate market is experiencing a mixed performance in August, with a decline in new residential sales while the second-hand market shows some resilience, indicating a cautious sentiment among buyers awaiting potential policy changes [1][2][4]. Group 1: New Housing Market - In August, the total number of new residential sales in Shenzhen was 2,151 units, representing a month-on-month decrease of 19.1% and a year-on-year decrease of 33.3% [1]. - The inventory of pre-sold new residential units reached 32,293 units by the end of August, an increase of 4,391 units compared to the end of June [1]. - The average monthly absorption rate over the past 12 months suggests a depletion cycle of 10.1 months, while the rate over the past 6 months indicates a longer cycle of 15.9 months [1]. Group 2: Second-Hand Housing Market - The second-hand housing market recorded 4,175 transactions in August, a month-on-month increase of 21.8% and a year-on-year increase of 12.8% [2]. - The average transaction price for second-hand homes was 59,600 yuan per square meter, showing a slight month-on-month increase of 0.5% [2]. - The increase in transactions is attributed to a rise in high-quality listings and improved market confidence due to favorable stock market conditions [2]. Group 3: Rental Market - The average rental price for commercial properties in Shenzhen was 75.3 yuan per square meter in August, reflecting a month-on-month increase of 0.5% [2]. - The average monthly rent per unit was 5,690 yuan, which is a 1.5% increase month-on-month and a 0.6% increase year-on-year [2]. Group 4: Market Outlook - Recent policy adjustments in Beijing and Shanghai may influence Shenzhen's market, with expectations of similar policy optimizations that could boost market sentiment [4]. - The upcoming traditional peak season of "Golden September and Silver October" is anticipated to bring more activity to the market, supported by positive policy expectations [4].