【房地产】9月核心30城新房成交均价同环比均上涨——光大核心城市房地产销售跟踪（2025年9月）（何缅南/韦勇强）

Core Viewpoint - The real estate market in major cities is experiencing a decline in new home sales volume while prices are showing a slight increase, indicating a mixed recovery in the sector [3][4]. New Homes - In the first nine months of 2025, the transaction area of new homes in the core 30 cities decreased by 7.1% year-on-year, while the average price increased by 2.6% [3][4]. - In September 2025, the transaction area for new homes in the core 30 cities was 1,080 million square meters, down 1.2% year-on-year but up 22.2% month-on-month [3]. - The average price of new homes in September 2025 was 24,133 yuan per square meter, reflecting a year-on-year increase of 1.9% and a month-on-month increase of 1.5% [3][4]. - Key cities showed significant price variations, with Beijing at 60,597 yuan per square meter (up 14.8% year-on-year) and Guangzhou at 33,622 yuan per square meter (down 6.5% year-on-year) [4]. Second-hand Homes - In September 2025, the transaction area of second-hand homes in the core 15 cities increased by 15.5% year-on-year, with first-tier cities seeing a 23.8% increase [5]. - The average price of second-hand homes in September 2025 was 23,013 yuan per square meter, down 1.6% year-on-year [5][6]. - For the first nine months of 2025, the average price of second-hand homes in first-tier cities was 34,879 yuan per square meter, showing a slight increase of 0.5% year-on-year [5][6]. - Key cities' second-hand home prices varied, with Beijing at 28,643 yuan per square meter (up 4.6% year-on-year) and Guangzhou at 26,252 yuan per square meter (down 6.7% year-on-year) [6].