实探元旦深圳楼市：新房项目不急推盘，二手房签约量上涨

Core Viewpoint - The Shenzhen real estate market is showing signs of bottoming out, with limited room for price declines, as indicated by recent buyer sentiment and transaction data [1][4]. Group 1: Market Trends - In 2025, Shenzhen's new home transactions totaled 55,300 units, a year-on-year decrease of 17.3%, while second-hand home transactions reached 68,200 units, a year-on-year increase of 5.7% [1]. - The decline in new home sales is attributed to a high comparative base from the previous year's fourth quarter, while the increase in second-hand home sales is linked to policy relaxations and demand release [1][4]. - The average transaction price for new homes in Shenzhen was 53,100 yuan per square meter, down 1.7% year-on-year, and for second-hand homes, it was 59,000 yuan per square meter, down 6.3% year-on-year [4]. Group 2: Buyer Sentiment - Many potential buyers, like Xiao Chen, have been hesitant to make purchasing decisions due to uncertainty in price trends, despite a perceived stabilization in the market [1][4]. - During the New Year holiday, the number of viewings for second-hand homes increased by 81% year-on-year, and the signing rate rose by 43%, indicating heightened market activity [4]. Group 3: Developer Strategies - Developers are cautious in their approach, preferring to release new units gradually to gauge market response, rather than engaging in aggressive discounting [3]. - The current market environment suggests that there is still room for policy optimization, which could further influence market dynamics [3].