Core Viewpoint - The real estate market in China is experiencing a significant rebound during the traditional peak season of "Golden March and Silver April," with major cities like Shanghai, Beijing, Guangzhou, and Shenzhen showing increased transaction volumes and stable prices [1][2][3]. Group 1: Market Performance - Shanghai's second-hand housing market saw explosive growth, with a weekly transaction volume of 7,233 units from March 9 to March 15, marking the highest weekly record since 2021 [3]. - Beijing's transaction volume reached 4,244 units in the week of January 26 to February 1, a more than 30% increase compared to the week before the new policy [4]. - Guangzhou's second-hand housing transactions exceeded 4,000 units in the first two weeks of March, with a peak daily transaction of 271 units on March 15 [5]. - Shenzhen's cumulative transactions surpassed 4,000 units, with new residential sales increasing by 38.9% and second-hand sales rising by 58.6% compared to February [5]. Group 2: Policy Impact - The surge in Shanghai's transactions is attributed to new policies aimed at stabilizing the market, including relaxed social security requirements and increased loan limits [3]. - In Beijing, the effects of policies implemented in December continue to stimulate market activity, with significant increases in buyer interest following the reopening of sales offices [4]. Group 3: Market Sentiment - There is a noticeable "hold" mentality among second-hand property owners, leading to stable prices as sellers are reluctant to lower prices despite market improvements [7]. - In contrast, first-hand property developers are adopting a "price for volume" strategy, with some projects offering significant discounts to attract buyers [7]. Group 4: Land Market Dynamics - In Shanghai, recent land sales showed a cautious approach from developers, with only one out of three plots sold at a premium, indicating a careful decision-making process in the current market environment [8]. - The overall land market is expected to remain at a low level, with selective hotspots showing some activity, as developers focus on strategic investments [8].
上海二手房一周卖了超7000套,创近5年新高
21世纪经济报道·2026-03-20 00:18