深圳首个安居房项目开盘当天售罄

Core Viewpoint - The real estate market in Shenzhen is showing signs of recovery, with significant demand for both affordable housing and commercial properties, driven by favorable policies and economic growth [1][3]. Group 1: Affordable Housing Market - The first affordable housing project of the year, Shen Tie Ming Zhu Fang, sold out on its opening day, indicating strong demand [1]. - The project had 181 units available, with 662 qualifying households, resulting in a subscription ratio of approximately 1:3.6, reflecting the high demand from first-time homebuyers for reasonably priced housing [2]. - The overall new and second-hand housing market in Shenzhen saw over 10,000 net signed transactions in January, with second-hand housing transactions increasing by 25% year-on-year and 7% month-on-month [1]. Group 2: Commercial Property Market - In January 2026, the transaction volume of new commercial properties accounted for 35.5% of total new housing transactions, while second-hand commercial properties made up 20.5% of total second-hand transactions, both showing increases compared to the 2022 peak [2]. - Small-sized apartments in prime locations are gaining popularity due to their low entry barriers and high rental yields, with some properties showing rental returns exceeding 4% [2]. Group 3: Policy and Economic Environment - A series of policy incentives have been introduced in early 2026, including a reduction in the value-added tax rate on property transactions from 5% to 3% for properties held for less than two years, and adjustments to commercial property loan requirements [3]. - Shenzhen's GDP grew by 5.5% in 2025, with strong industrial performance contributing to improved employment and income expectations, which is expected to boost real estate demand [3]. - The rental yield in Shenzhen has rebounded to approximately 1.8%, surpassing the annual interest rate of large bank deposits, indicating a favorable investment environment [3].