国庆假期，记者来到前海冰雪世界房地产项目推介活动现场，很多市民正在咨询相关项目。"本来是带 孩子来玩冰雪的，没想到遇到这么多优质楼盘，边逛边看挺方便！"市民陈女士一边翻看现场展示的项 目资料，一边点赞这种"休闲+看房"的创新形式。 深圳9·5房地产新政"满月"，房地产市场热度明显回升。记者从市住房建设局获悉，9月6日至10月6日， 全市新建商品住宅网签数量2824套，同比增长23.48%；二手住宅网签数量3699套，同比增长32.63%。 景点看房成潮流 近百个优质项目集中亮相 国庆节、中秋节假日期间，深圳前海冰雪世界、南山博物馆等多个热门景点举办了房地产项目系列宣传 推介活动，吸引了大量市民和游客问询，为深圳楼市持续回暖增添新动力。 记者了解到，有关部门、行业协会及房地产开发企业在国庆中秋假日期间，以及近期开展近30场宣传推 介活动，全方位呈现深圳宜居特质、区位优越性及城市魅力，吸引购房者投资置业、兴业。随着"金 九"行情向"银十"延伸，在政策与假日因素的双重助力下，深圳房地产市场有望继续保持稳健向好的发 展态势。 现场相关负责人介绍，此次双节房地产推介活动在南山博物馆、罗湖益田假日等景点和购物中心同步展 ...

深圳9·5房地产新政持续释放效能，深房中协的数据显示，第38周（9月15日~9月21日），深圳住宅市场 呈现出二手房录得量高位运行、新房环比跃升的特征。其中，新房成交969套，环比增长10%。 值得关注的是，9月以来，500万~800万的改善型房产成交占比明显提升，对比8月提升了3个百分点， 改善型需求积极释放。 1500万元以上豪宅成交占比提升2.6% 9·5新政落地第三周，深圳的新房市场交出了亮眼答卷。数据显示，全市新房（含预售+现售）周成交 969套，环比前一周增长10%，延续了新政以来稳中有升的态势。 乐有家研究中心的数据显示，上周，深圳1500万元以上豪宅房源成交占比显著增长，提升2.6个百分 点，达到相对高位。此外，500万元~800万元，800万元~1000万元改善型房源成交占比也相对有所增 长。其中，9月以来，500万元~800万元的改善型房产成交占比明显提升，对比整个8月提升了3个百分 点，改善型住房需求积极释放。 市房地产中介协会的专家认为，分区优化调整居民购房相关政策与个人住房信贷政策，被普遍认为是对 楼市影响较大的措施，说明新政在核心调控方向上贴合市场需求，政策设计具备较强的针对性与实 ...

2025.09. 17 本文字数：2989，阅读时长大约4分钟 作者 | 第一财经 郑娜 "9·5"新政之后，深圳市场上的各类购房需求被激活。2025年第37周（9月8日—14日），深圳全市新房住宅类别（预售+现售）成交589套，环比增长 约17%；二手房录得1554套，环比增长15.4%。 放开限购的罗湖区是此次新政中变动最大的区域之一，不少购房者直接拥有了资格，推动了该区域成交放量。乐有家研究中心数据显示，9月6日—14 日，罗湖区看房量环比上涨29%、签约量上涨也超25%。 多位深圳房地产业内人士表示，此次楼市利好发布后，购房者信心有所增强，不少外地客户来深置业，许多港澳台客户也前来咨询，同时需求明确的客 户交易周期明显缩短，开发商也加紧布局销售节点，积极推盘抢收。 外地客户 9月5日的楼市新政之后，深圳大部分区域的购房门槛大幅降低，除盐田、大鹏新区不再限购之外，在罗湖、宝安（除新安街道）、龙岗、龙华、坪 山、光明区域内购买商品房，即便是非深圳户口也可以直接买房，限购两套。这给深圳楼市带来了不少"新鲜血液"。 有位来自成都的客户就买下了罗湖区京基璟誉府项目的一套房。该项目销售负责人罗嘉良告诉记者，这位客 ...

Core Insights - The recent policy changes in Shenzhen have significantly activated various housing demands, leading to increased transactions in both new and second-hand housing markets [1][4][8] - The most notable impact has been observed in the Luohu district, which has seen a substantial increase in buyer activity following the relaxation of purchase restrictions [2][4][5] Market Performance - In the week of September 8-14, 2025, Shenzhen recorded 589 new residential units sold, a month-on-month increase of approximately 17%, while second-hand homes saw 1,554 transactions, up 15.4% [1][4] - The Luohu district experienced a remarkable surge, with viewing and signing volumes increasing by 29% and over 25% respectively during September 6-14 [4][5] Buyer Demographics - The new policy has lowered purchase thresholds across most areas in Shenzhen, attracting a significant number of external buyers, including those from Chengdu and Hong Kong, who are now eligible to purchase homes [2][3] - External buyers now account for approximately 10% to 15% of transactions in certain projects, indicating a growing interest from outside the region [2] Local Buyer Sentiment - Local buyers have shown increased confidence and quicker decision-making processes, with many opting for immediate purchases rather than prolonged consideration [3][5] - The market has seen a notable increase in first-time buyers and those looking for investment opportunities, particularly in areas with strong educational resources [5][6] Developer Activity - Developers are actively preparing to launch new projects, taking advantage of the favorable market conditions created by the new policies [7] - Upcoming projects include over 390 new residential units in the Futian and Nanshan districts, with expectations of strong sales performance without the need for heavy promotional activities [7][8] Market Outlook - The new policy is expected to stimulate the market further, particularly during the traditional peak sales season of September and October, with a focus on inventory reduction in non-core areas and stabilizing expectations in core regions [8]

Core Points - Shenzhen has announced a significant new policy for the housing market, allowing residents to purchase an unlimited number of homes in several districts starting from September 6, 2025 [1][2] - The policy includes provisions for using housing provident fund for down payments and introduces new withdrawal scenarios for the fund [6][7] Group 1: Policy Implementation - The new policy allows eligible residents to buy an unlimited number of homes in designated districts, while non-residents with less than one year of social insurance or tax payment in Shenzhen can buy up to two homes [2][5] - Single adults will be subject to the same housing purchase restrictions as families [3] - The policy also allows enterprises to purchase homes for employee housing needs without qualification checks in most areas [5] Group 2: Housing Loan Interest Rates - Banks will no longer differentiate between first and second home loans in their interest rate pricing, allowing for more flexible loan terms [4] Group 3: Provident Fund Withdrawal Changes - New provisions will allow employees to withdraw provident fund for down payments on first and second homes, with full withdrawal allowed for the first home and 60% for the second [7] - Additional scenarios for fund withdrawal include payment of housing taxes, repayment of loans for homes purchased outside Shenzhen, and compensation for increased housing area during relocation [10][11][12] - The policy aims to enhance flexibility in fund contributions, allowing employees to choose their contribution rates up to 12% [19]

Core Viewpoint - The Chinese real estate market is experiencing a significant policy shift aimed at stabilizing the market and promoting healthy development, marking a new phase of "clear operation" [1] Market Recovery Signs - Data from the first nine months of 2025 shows a notable reduction in the year-on-year decline of national commercial housing sales area, decreasing from 13% in 2024 to around 4% [2] - First-tier cities have seen new home prices increase for two consecutive months, while second-tier cities experienced their first month-on-month price growth since June 2023 [2] - The land market is showing increased activity, with a significant narrowing of the year-on-year decline in land acquisition fees, indicating a gradual recovery of market confidence [2] Policy Measures - The recent real estate policy adjustments are characterized as a "combination punch," focusing on "four cancellations, four reductions, and two increases" to activate market potential [2] - "Four cancellations" include the removal of purchase, sale, and price restrictions, greatly enhancing market purchasing power [4] - "Four reductions" involve lowering down payment ratios, reducing existing mortgage rates, guiding new mortgage rates down, and alleviating home purchase tax burdens, directly lowering home buying costs [4] - "Two increases" focus on increasing the supply of affordable housing and providing necessary financial support to real estate companies, ensuring basic housing needs are met while allowing market entities to survive and develop [4] Special Debt Policy - The special debt policy for 2025 amounts to 4.4 trillion yuan, with a significant portion allocated for land storage and acquisition of existing commercial housing, addressing the current inventory backlog [7] - The central bank has increased the support ratio for affordable housing re-loans to 100%, further reducing acquisition costs and accelerating inventory reduction [7] White List Mechanism - The "white list" special loan mechanism has been enhanced, with over 5.6 trillion yuan in loans approved by September 2025, significantly improving the actual loan disbursement rate [9] - This mechanism focuses on supporting the extension of existing credit for real estate companies and financing new projects, particularly prioritizing "guaranteed delivery" projects, stabilizing market expectations and protecting buyers' rights [9] Urban Village Renovation - Urban village and dilapidated housing renovations have been elevated to a critical level, becoming a key driver for releasing housing demand [9] - The renovation scope has expanded from 35 major cities to 300 prefecture-level cities, with an additional one million monetary settlement quotas expected to stimulate substantial housing demand [9] Demand-Side Policies - Demand-side policies have been actively adjusted, including changes to down payment ratios, promotion of "old-for-new" policies, and extension of home purchase subsidy periods, effectively lowering entry barriers for homebuyers [10] - The cancellation of ordinary residential standards has significantly reduced tax burdens for homeowners, exemplified by a potential tax saving of 700,000 yuan for a 10 million yuan second-hand home in Beijing [10] New Development Model - The policy adjustments signal a transition in the real estate market from "high leverage" to "high quality" development, integrating quality, safety, green, and smart elements into housing construction [11] - Local governments are promoting demonstration projects and new construction techniques, aiming to establish a comprehensive safety management system for the entire lifecycle of housing [11] Market Outlook - The real estate market is expected to stabilize and potentially rebound in the second half of 2025, with Fitch Ratings predicting a reduction in the annual sales area decline to below 5% [13] - The liquidity of real estate companies is anticipated to improve, with state-owned enterprises likely to benefit first [13] - Despite challenges such as high inventory and mismatched supply and demand, the ongoing policy efforts are expected to drive industry transformation and sustainable development [13]

Group 1 - The "Six Measures" policy in Shanghai aims to optimize and adjust real estate policies, including changes to housing purchase limits, housing provident fund, personal housing loans, and property tax [2] - Following the implementation of the "Six Measures," two real estate projects in Shanghai sold out immediately, indicating a strong market response [2] - The "Jinmao Tangqian" project in Baoshan District launched 160 units at an average price of 53,900 yuan per square meter, achieving a subscription rate of 162.5% [2] - The "Poly Haishangyin" project in Minhang District offered 168 units at an average price of 82,000 yuan per square meter, with a subscription rate exceeding 170% [2] Group 2 - The new policy allows unlimited purchases for eligible families in areas outside the outer ring, effectively releasing purchasing power [2] - A customer at the "Zhaoshang Shidai Chaopai" project purchased two units on the first day of the policy, reflecting increased buyer confidence [3] - Real estate agencies reported a rise in transaction activity, with a 10% increase in overall signing volume following the policy announcement [3] - Shanghai Lianjia noted a 17% increase in second-hand property browsing and a 14% increase in consultation volume, indicating heightened market interest [3] - Pacific Housing reported a 166% increase in new listings and a 40% increase in new customer inquiries on the first day of the policy [3]

Core Viewpoint - The new real estate policy issued by six departments in Shanghai aims to optimize and adjust commercial loan interest rates, eliminating the distinction between first and second home loans, which is expected to positively impact housing market transactions and consumer demand in Shanghai [1] Group 1: Policy Adjustments - The new policy proposes to adjust commercial loan interest rates without differentiating between first and second homes [1] - The housing provident fund loans will also be adjusted, with the maximum loan amount increasing by 15% based on purchasing conditions [1] Group 2: Market Impact - Industry experts believe that the implementation of these policies will accelerate the pace of real estate transactions and stimulate housing consumption demand in Shanghai [1]

Group 1 - Harbin, Heilongjiang Province, has released new evidence of war crimes committed by the Japanese Army's Unit 731, including 3,010 pages of documents, 194 minutes of footage, and various photographs and postcards, highlighting the historical significance of these materials [1] - The newly disclosed materials include personnel records, daily life documentation, pathological dissections, and operational manuals from various Japanese military medical institutions involved in biological warfare during the invasion of China [1] Group 2 - Henan Province will distribute cultural and tourism consumption vouchers to nationwide tourists from August 16 to September 10, 2025, with various discount tiers aimed at boosting tourism [1] - The vouchers will be available through major platforms such as Ctrip, Meituan, and Douyin, applicable to A-level scenic spots, tourism performances, and quality accommodations within Henan [1] Group 3 - In Hebei Province, a situation arose where a scenic area was criticized for publicly assessing sanitation workers, leading to an internal investigation and subsequent changes in evaluation methods to prevent future incidents [2] - The incident involved a monthly internal assessment of sanitation staff, which was misinterpreted by media as inappropriate public scrutiny [2] Group 4 - In Yunnan Province, the first clear images of a leopard cat were captured, indicating the area's rich biodiversity, which now includes five top cat species, confirming the ecological integrity of the region [3] - The presence of various rare species, including the snow leopard and the golden cat, reflects the well-preserved habitats and complete food chain structure in the area [3] Group 5 - The Shanxi Provincial Archaeological Research Institute has published findings from the excavation of a mural tomb dating back to the Jin Dynasty, which showcases the cultural exchange between the Song, Liao, and Jin dynasties [4] - The tomb features a unique octagonal structure with brick carvings and painted murals, indicating significant historical and cultural value [4] Group 6 - In Guangdong Province, customs officials in Shenzhen seized 1,678.1 grams of ecstasy disguised as animal food, highlighting ongoing efforts to combat drug smuggling [5] - The discovery was made during routine inspections, leading to further investigation by customs authorities [5] Group 7 - In Sichuan Province, false reports of a liquefied gas truck explosion led to police investigations into the source of the misinformation, emphasizing the impact of social media on public safety perceptions [6] - The police confirmed that no such incident occurred, and actions are being taken against the individual responsible for spreading the rumor [6] Group 8 - Hainan Province has announced new real estate policies aimed at supporting families with multiple children, including the removal of distinctions between ordinary and non-ordinary residential properties [6] - The policies also include tax incentives for families selling and repurchasing homes within a year, aimed at improving housing conditions [6]

Group 1 - The Hainan provincial government is implementing policies to optimize and adjust real estate regulation, focusing on revitalizing existing real estate assets for public housing and urban renewal [1][2] - The government will support the acquisition of existing commercial housing for use as affordable rental housing and will relax area standards for such acquisitions [1] - There will be a focus on transforming commercial land and properties to support encouraged industries and affordable housing initiatives [1] Group 2 - Financial and tax support measures include the cancellation of ordinary and non-ordinary residential standards and tax exemptions for certain residential sales [2] - Families with multiple children will have their housing loan eligibility adjusted to facilitate home purchases [2] - Tax refunds will be available for individuals selling their homes and purchasing new ones within a year in the same market [2] Group 3 - The government aims to meet the housing needs of introduced talent by allowing them to apply for housing subsidies and rental assistance [3] Group 4 - The introduction of suitable prefabricated construction technologies will be promoted, with alternative construction methods available upon expert review [4] - A full decoration system for commercial housing will be implemented, starting with a pilot program in Haikou [4]