积极信号不断！广深楼市“小阳春”正酝酿｜地产观潮

Core Viewpoint - The real estate market in Guangzhou and Shenzhen is showing signs of recovery, with increasing buyer confidence and a potential "small spring" in the market expected in March and April [2][6]. Group 1: Market Trends - In Guangzhou, the recent high-priced transaction of the Tianhe Racecourse land, totaling 23.6 billion yuan with a premium rate of 26.6%, has boosted viewing and transaction volumes [4]. - Over 30 new housing projects in Guangzhou have been launched or promoted in early March, indicating a strong market response [5]. - The second-hand housing market in Shenzhen has seen a significant increase, with a 132% week-on-week rise in signed contracts, marking the highest level since March 2025 [7]. Group 2: Buyer Sentiment - Buyer expectations are beginning to stabilize, with many purchasers willing to enter the market only if prices are reasonable and products are available [5][8]. - The decrease in second-hand housing listings by 3.3% year-on-year reflects a gradual improvement in market confidence, reducing irrational selling [7]. - The demand for quality school district homes and affordable second-hand properties is notably increasing, indicating a shift in buyer preferences [7]. Group 3: Future Outlook - The Guangzhou Zhongyuan Research Development Department predicts a concentrated launch of new projects in March and April, likely leading to a "red opening" in the market [5]. - Experts anticipate that March will be a peak sales season due to various factors such as post-holiday demand and developers' efforts to achieve strong performance [8]. - The overall sentiment in the real estate market is expected to improve further, with ongoing policy support and a focus on enhancing transaction efficiency [8].