【房地产】1月核心15城二手房成交面积同比+14%——光大核心城市房地产销售跟踪（2026年1月）（何缅南/韦勇强）

Summary of Key Points Core Viewpoint - The real estate market in major cities is experiencing a significant decline in new home sales, while the secondary market shows some resilience with an increase in transaction volume. New Homes - In January 2026, the transaction area of new homes in the core 30 cities decreased by 25.1% year-on-year, with a transaction amount of 185.9 billion yuan, down 28.7% year-on-year and 33.2% month-on-month [4] - The average transaction price for new homes in these cities was 24,285 yuan per square meter, reflecting a year-on-year decrease of 4.8% and a slight month-on-month increase of 0.3% [4] - Key cities showed varied price trends: Beijing at 54,749 yuan/m² (+0.4% YoY), Shanghai at 77,830 yuan/m² (-6.3% YoY), Guangzhou at 31,559 yuan/m² (-5.0% YoY), and Shenzhen at 70,277 yuan/m² (+16.7% YoY) [5] Second-Hand Homes - In January 2026, the transaction area of second-hand homes in the core 15 cities increased by 14.3% year-on-year, totaling 13.11 million square meters [6] - The transaction amount for second-hand homes in the core 10 cities was 244.2 billion yuan, up 1.9% year-on-year [6] - The average price for second-hand homes in these cities was 22,588 yuan/m², down 9.6% year-on-year [6] - Key cities' second-hand home prices included: Beijing at 25,996 yuan/m² (-5.7% YoY), Shanghai at 34,349 yuan/m² (-14.2% YoY), Guangzhou at 23,292 yuan/m² (-15.0% YoY), and Shenzhen at 53,578 yuan/m² (-8.9% YoY) [7]