Core Viewpoint - The recent decline in the number of second-hand housing listings in Beijing indicates a positive shift in owner expectations, suggesting that the market is beginning to stabilize, with a mild recovery anticipated after the Spring Festival in 2026 [1][5][11]. Group 1: Market Trends - In the past two months, the number of second-hand housing listings in Beijing has significantly decreased, with over 6,000 fewer listings in the last month compared to a peak of 160,000 [1][4]. - As of January 28, 2026, the total number of second-hand housing listings in Beijing is approximately 140,000, down from 146,000 in December 2025 and 155,000 in August 2025, marking a reduction of over 20,000 from the peak in April 2024 [4][5]. - The average daily new listings since the new policy implementation (December 25, 2025 - January 26, 2026) is 442, which is a 17.7% decrease compared to the three months prior [4]. Group 2: Factors Influencing the Market - The decline in listings is driven by several factors, including policy support, a recovery in transactions, changes in owner sentiment, and structural differentiation in the market [5]. - The new housing policy introduced at the end of last year has reshaped market expectations, leading to increased transaction volumes and the absorption of quality listings [5][7]. - Owners are shifting from a mindset of "price reduction" to a more differentiated approach, with some choosing to withdraw listings or rent out properties instead [3][5]. Group 3: Future Outlook - The market is expected to experience a mild recovery after the Spring Festival, influenced by the gradual effects of the new policies and seasonal trends [11]. - The current real estate policies still have room for optimization, and the local purchasing power along with diverse demands will provide a foundation for market recovery [11]. - The anticipated "small spring" in the market is expected to emerge as quality land parcels from 2025 are gradually released, with the overall market trend projected to be "oscillating at the bottom, with structural warming" in 2026 [11].
楼市新信号!北京二手房挂牌量,一个月减少超6000套
券商中国·2026-01-29 08:38