深圳楼市热度回升，取消限购后外地购房者开始入场，有客户“当天来访、当天成交”

Core Viewpoint - The recent policy changes in Shenzhen's real estate market have significantly stimulated housing demand, leading to increased transactions in both new and second-hand homes, particularly in the Luo Hu district, which has seen the most substantial impact from the new regulations [3][8][12]. Summary by Sections Market Activity Post-Policy - In the week following the new policy (September 8-14, 2025), Shenzhen recorded 589 new residential transactions, a 17% increase from the previous week, while second-hand homes saw 1,554 transactions, up 15.4% [3][8]. - Luo Hu district, which had the most significant changes in purchase restrictions, experienced a 29% increase in viewings and over 25% in signed contracts during September 6-14 [5][8]. Changes in Buyer Demographics - The policy has lowered purchase barriers across most of Shenzhen, allowing non-residents to buy homes in several districts, leading to an influx of new buyers, including those from other cities and regions [5][6]. - A notable increase in inquiries and purchases from clients in Hong Kong, Macau, and Taiwan has been observed, with many seeking properties for investment or retirement [6][12]. Local Buyer Sentiment - Local buyers have shown increased confidence and quicker decision-making in their purchasing processes, with many transactions occurring on the same day as property viewings [6][8]. - The overall market sentiment has shifted positively, with many buyers now viewing Shenzhen properties as stable investments [5][6]. Performance of Luo Hu District - Luo Hu has emerged as the "biggest winner" from the new policy, with a significant increase in both new and second-hand home transactions due to its favorable location and quality amenities [8][9]. - The district's new home supply is limited, leading to a rapid turnover of existing properties, with some agents reporting a doubling of transaction volumes post-policy [8][9]. Developer Strategies and Market Outlook - Developers are actively preparing to launch new projects, taking advantage of the current market momentum, with several new residential projects expected to hit the market by the end of September [10][11]. - The policy is anticipated to create a favorable environment for the upcoming "Golden September and Silver October" sales season, with expectations of increased activity in both core and non-core areas of the market [12].