房企发力促销，楼市政策提振成交热度丨“双节”消费看变化

Core Viewpoint - The article highlights the resurgence of the real estate market during the "golden period" of September and October, driven by promotional activities from real estate companies and favorable policies, leading to increased market activity and new home supply in key cities [1][4]. Group 1: Market Dynamics - The new policies have had an immediate positive effect, with a project in Shenzhen selling nearly 20 units in half a month, three times the sales of August [4]. - In the Luohu District of Shenzhen, the relaxation of purchase restrictions has led to significant sales increases, with projects offering substantial discounts and additional incentives during the holiday period [4][6]. - The competitive nature of the new home market has resulted in widespread discounting, with some properties being offered below the registered price [4][9]. Group 2: Sales Performance - In September, Shenzhen's residential market saw a total of 7,633 signed contracts, a month-on-month increase of 20.7% and a year-on-year increase of 38.3% [11]. - The number of new homes sold reached 3,087, marking a 43.5% month-on-month increase and a 32.7% year-on-year increase [11]. - The second-hand housing market also showed resilience, with 4,546 transactions, reflecting an 8.9% month-on-month increase and a 42.5% year-on-year increase [11]. Group 3: Future Outlook - The market is currently in a "weak recovery" phase, with the traditional sales season contributing to a temporary uptick in activity [10][12]. - Analysts suggest that while the market is showing signs of recovery, the overall confidence and price stability remain fragile, requiring ongoing policy support and economic improvement for sustained growth [12].