北京10月二手住房网签量同环比均下滑

Core Viewpoint - The Beijing real estate market has shown a subdued performance in October, with both second-hand and new housing transactions declining compared to previous months and the same period last year [3][4][5]. Group 1: Market Performance - In October, the number of second-hand housing transactions in Beijing was 12,087, a month-on-month decrease of 23.7% and a year-on-year decrease of 30.4% [3][4]. - New housing transactions in October totaled 3,511, reflecting a month-on-month increase of 1.36% but a year-on-year decrease of 28.97% [3][4]. - The overall transaction volume for new and second-hand homes in Beijing from January to October 2025 reached 172,910 units, with year-on-year increases of 9.7% for new homes and 5.4% for second-hand homes [7]. Group 2: Influencing Factors - The decline in October's transaction volume is attributed to multiple factors, including the National Day holiday, which saw only 148 second-hand housing transactions during the holiday period [4][5]. - The high base from last year's market stimulus, particularly the "930" policy that significantly boosted transactions in September 2024, has made this year's October figures appear lower in comparison [5][7]. - The current market is characterized by a shift from rapid growth to a phase driven by fundamental factors such as population, economy, and income, indicating a more stable but pressured pricing environment [7]. Group 3: New Housing Market Highlights - Despite the overall decline, the new housing market in Beijing has seen some notable successes, with significant sales from new projects such as "Shuangzi Xing" and "Zijing Chenyuan" [8]. - The total new housing supply in October was 108,100 square meters, with major projects achieving substantial sales figures, including 56.5 billion yuan from one project [8][9]. - The top three real estate companies in terms of sales in the new housing market for the first ten months of 2025 were China Overseas Land & Investment, Yuexiu Property, and China Resources Land, with sales of 38.61 billion yuan, 25.49 billion yuan, and 23.89 billion yuan respectively [9].