北京楼市新政带热看房!新房成交涨幅超二手房
证券时报·2026-01-04 11:48

Core Viewpoint - The new housing policy in Beijing has led to a significant increase in both viewing and transaction volumes, with new home sales outpacing second-hand homes, indicating a boost in market confidence and demand release [1][2][3]. Summary by Sections Policy Changes - On December 24, 2025, Beijing implemented a new housing policy that optimized purchase restrictions, credit, and public housing loan requirements, reducing the social security/income tax duration for non-residents and allowing multi-child families to purchase additional properties [1]. Market Response - Following the policy implementation, the average daily new home transactions increased by 44.6% to 133 units, while second-hand home transactions rose by 37% to 702 units [2]. - The peak transaction day on December 31, 2025, saw 1,034 second-hand home transactions, nearly doubling the average of 511 units from the initial days of the policy [2]. Demand Dynamics - The new policy has expanded the potential buyer pool and reduced purchasing costs, particularly benefiting non-resident and multi-child families [1][2]. - The first weekend after the policy saw a 30% to 40% increase in viewing volumes, with some popular projects experiencing even higher demand [3]. Future Outlook - Analysts predict that the market will maintain high transaction levels in the first quarter of 2026, with ongoing releases of both first-time and improvement-driven demand [4]. - The seasonal characteristics of buyer activity and the longer preparation time for transactions suggest that the full impact of the new policy may be more evident in the first and second quarters of 2026 [4].

北京楼市新政带热看房!新房成交涨幅超二手房 - Reportify