行业透视 | 8月沪深等新增挂牌600万-800万元房源占比增幅领先

Core Viewpoint - The second-hand housing market in key cities has shown a seasonal rebound in new listings, but significant differentiation exists among cities, with Beijing, Shanghai, and Shenzhen experiencing increases while Hangzhou sees a decline in owner listing enthusiasm [2][14]. Group 1: New Listings and Market Trends - In August, the new listing volume in Beijing, Shanghai, and Shenzhen increased both month-on-month and year-on-year, with Shanghai showing a year-on-year increase of 51% and Shenzhen at 94%, indicating a recovery in owner confidence and willingness to sell [3][14]. - The new listing volume in Hangzhou, however, decreased by 28% year-on-year and 3% month-on-month, reflecting a cautious market sentiment [14]. Group 2: Price Segmentation - In Beijing, the enthusiasm for listing properties priced below 500 million yuan has increased, with listings in the 100-500 million yuan range accounting for over 60% of new listings [7]. - In Shanghai and Shenzhen, the proportion of new listings in the 600-800 million yuan range has significantly increased, with month-on-month growth rates of 0.37 percentage points and 0.93 percentage points, respectively [7]. - Hangzhou shows a decline in the proportion of mid-range listings, while both low-end (below 300 million yuan) and high-end (above 3 billion yuan) listings have seen increases [7]. Group 3: Area Segmentation - The new listing volume in the 70-140 square meter range has increased significantly across the four cities, with Beijing seeing notable growth in the 90-120 square meter category, which typically meets the needs of families [11]. - In contrast, larger and smaller area segments have seen a decline in new listing proportions [10]. Group 4: Market Outlook - Overall, the second-hand housing market is expected to continue cooling, with increased supply from rising listing volumes and potential demand diversion due to new high-quality products entering the market [14]. - The performance of the first-time buyer segment will largely depend on the willingness of owners to reduce prices, as a lack of significant price advantages may prolong transaction cycles [14].