新华财经上海9月26日电（谈瑞、高婷、卫韦华）上海8月25日出台的楼市新政已实施满月。从近一个月来的市场交易数据监测情况看，新政对于上海房地产 市场的提振效应已初步显现，新房与二手房两大市场呈现出差异化的修复态势。业内人士分析认为，新政有效激活了外环外市场的购房需求和置换链条，随 着"金九银十"传统旺季到来，政策长期效应值得关注。 新房短期提振显著二手房稳步爬坡 新政实施后的市场反馈也验证了这一判断。根据中指研究院发布的监测数据，新政后首月，上海外环外新房成交占全市比重攀升至73.45%，不仅创下年内 新高，更较年内平均水平高出12.29%。这一显著的占比提升，印证了政策对外环外新房市场的引导作用正在快速释放，政策松绑有效激发了该区域的购房 需求。 与新房市场短期爆发的态势不同，上海二手房市场在新政实施后呈现出"稳步爬坡"的温和修复态势。 数据显示，新政出台后的四周里，上海二手房网签成交量依次为4704套、4416套、4794套、5021套，从周度数据变化可以看出，二手房成交重心正持续上 移，呈现出阶梯式增长的良好趋势。这种成交量的逐步攀升，也与市场咨询量、带看量的同步回升形成了呼应。头部房产中介机构披露的监 ...

Core Insights - The Shenzhen real estate market is experiencing notable changes influenced by the 9.5 policy, with both new and second-hand housing markets showing signs of adjustment [1] New Housing Market - As of September 24, the transaction rate for new residential properties in Shenzhen reached 5.52%, an increase of 0.81 percentage points compared to August, indicating a faster decision-making process among buyers [2] - In the 38th week of September, new home transactions totaled 969 units, reflecting a 10% month-on-month increase, continuing the upward trend since the new policy [4] - The proportion of transactions for improved housing priced between 5 million and 8 million yuan increased by 3 percentage points compared to August, highlighting a shift in buyer preferences [4] - The luxury segment (properties over 15 million yuan) also saw a significant increase in transaction share, rising by 2.6 percentage points [4] - The new policy has been recognized for its targeted and practical design, aligning with market demands and optimizing housing-related policies [4] Second-Hand Housing Market - The second-hand housing market recorded 1,408 transactions in the week of September 15-21, maintaining a high level for the year, with Longgang District leading in transaction volume [5] - Despite a general increase in market activity post-policy, the second-hand market is experiencing a mixed sentiment, with some areas showing stable or slightly declining listing prices [5][6] - The ongoing high activity in the second-hand market is providing a foundation for homeowners to sell their existing properties and transition to new homes, fostering a positive cycle between the two markets [6] Market Sentiment and Listing Trends - In major cities, including Shenzhen, there has been a significant increase in the willingness of homeowners to list their properties, with Shenzhen seeing a 94% year-on-year increase in new listings in August [7] - The overall sentiment in the Shenzhen market remains stable, with a notable divergence in confidence levels across different regions and property segments [8] - The market is characterized by a "price for volume" strategy among sellers, reflecting a shift in homeowner expectations and market dynamics [10] Market Outlook - The current landscape in Shenzhen's real estate market is defined by a strong performance in new housing driven by improved demand, while the second-hand market remains stable [10] - Developers are expected to respond to market demands by accelerating the launch of new projects that cater to improved housing needs [10] - The long-term value of the market remains uncertain, contingent on future policy directions and supply-demand dynamics [10]

1500万以上豪宅成交占比提升2.6% 深圳商报·读创客户端首席记者 李秀瑜 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，500-800万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。 乐有家研究中心的报告显示，深圳9.5新政后，市场咨询量、成交量均有一定程度提升，尤其是罗湖等 限购松绑区域。乐有家研究中心整理了132个片区最新的挂牌价数据，相较新政前，挂牌价整体维稳， 且多数处于微跌趋稳状态，但也有部分片区挂牌价有所微涨，如罗湖新秀，宝安石岩、臣田，南山前海 北、南头，龙华红山等。 "新政对市场起到了带动作用，二手房呈现持续向稳向好态势，但是受持续两周的台风天影响，带看量 有一定的影响。未来，随着天气转好及下半年到年底学区房、结婚房等需求的释放，也会带动下半年市 场价稳量稳。"乐有家研究中心的相关负责人接受记者采访时说。 业内专家表示，二手房的高位运行为改善型需求提供了"卖旧"的基础，许多市民有意愿出售现有 ...

近期，我国房地产市场迎来新一轮政策调整窗口期。8月28日召开的国务院第九次全体会议明确提出，要采取有力 措施巩固房地产市场止跌回稳态势，这一表态为下半年房地产政策定下基调。会议特别强调要结合城市更新推进 城中村和危旧房改造，多管齐下释放改善性需求，显示出政策调控思路正从单纯"稳市场"向"促发展"转变。 北京率先打响一线城市政策调整"第一枪"，宣布放松五环外限购政策，允许京籍家庭在五环外新增一套购房资 格，非京籍家庭购房社保年限要求也同步降低。这一举措直接释放了约30%的新增购房需求，政策出台后两周 内，大兴、昌平等郊区新房到访量环比增长超40%。与此同时，全国超过30个城市优化了公积金政策，包括提高 贷款额度、放宽提取条件、推行"商转公"等，其中郑州将单人最高贷款额度上调至80万元，武汉允许二孩家庭公 积金贷款额度上浮20%。 市场数据印证了政策效果的逐步显现。国家统计局数据显示，今年1-7月全国商品房销售面积同比下降6.5%，降幅 较一季度收窄3.2个百分点；70个大中城市中，6月新建商品住宅价格环比上涨城市数量较年初增加15个。特别值 得注意的是，改善型需求正在成为市场新动能，重点城市120平方米以上户型 ...

Group 1 - The core viewpoint emphasizes the shift in the real estate market from new construction to improvement, focusing on enhancing existing properties rather than creating new ones [1][3][5] - In the first half of 2025, the sales proportion of first improvement projects (90-140 square meters) is expected to be 45.7%, while the sales proportion of improvement projects (140-200 square meters) will increase by 0.3 percentage points to 26.5% [1] - The central air conditioning market in China reached a cumulative scale of 491.5 billion yuan from 2006 to 2015, indicating a significant market size during the real estate boom [3] Group 2 - The transition in the construction sector is marked by a strategic shift from "building new cities" to "renovating old cities," with a focus on energy upgrades for existing buildings [5] - The "dual carbon" goals have intensified the demand for improvement and green transformation, linking the need for comfortable living spaces with energy efficiency [5][6] - The integration of technologies such as IoT and AI is transforming HVAC systems from passive to proactive, driving the industry towards digitalization and smart solutions [5][6] Group 3 - Improvement demand is seen as a remedy for the HVAC industry, acting as a catalyst for transformation and encouraging companies to shift from scale to value [6] - Companies are focusing on providing more energy-efficient, intelligent, and user-centric solutions to adapt to the changing market landscape [6]

Core Insights - The land market in Harbin showed significant activity in July, with a total of 7 residential land parcels sold for a total transaction amount of 2.484 billion yuan, indicating increased confidence from real estate companies in the regional market [1][8] - The return of national brand real estate companies and the occurrence of premium land transactions are two key signals of structural changes in the land market [2][3] Group 1: Market Dynamics - The active participation of national brand developers, such as Vanke, which returned to Harbin after five years, signals a strong reassessment of the long-term value of the Harbin market [3] - The competitive bidding for land has intensified, with several parcels experiencing premium transactions, such as a core parcel in Daoli District sold for 317 million yuan with a premium of 17.4% [3][4] - Local developers like Huilong Real Estate have also been active, acquiring multiple parcels, indicating a competitive landscape where both local and national firms are vying for prime locations [3][4] Group 2: Strategic Shifts - The market is witnessing a shift from scale expansion to quality competition, with high-quality projects dominating sales, reflecting a change in land reserve strategies among developers [4][5] - The focus on improving product quality is evident, as developers are adjusting their land acquisition strategies based on product positioning rather than pursuing blind expansion [4][5] Group 3: Regional Trends - The demand for improved housing is driving regional differentiation, with several parcels specifically targeting improvement-seeking buyers, such as low-density developments in Songbei District [7] - Core areas like Nangang and Daoli continue to attract interest due to their mature infrastructure, while emerging areas like Songbei and Xiangfang are gaining traction through urban renewal projects [7][8] - The land market is expected to maintain a trend of concentrated supply, with key areas like Haxi and Qunli becoming focal points for competition in the second half of the year [7][8]

Core Insights - The latest data from the National Bureau of Statistics indicates a mixed performance in the real estate market across different city tiers, with core cities showing signs of stabilization while non-core areas continue to adjust [1][2] Group 1: New Housing Prices - In July, new home prices in first-tier cities decreased by 0.2% month-on-month, a reduction in the decline by 0.1 percentage points compared to the previous month [1] - Beijing's new home prices remained stable, while Shanghai saw an increase of 0.3%. Guangzhou and Shenzhen experienced declines of 0.3% and 0.6%, respectively [1] - Second-tier cities saw a month-on-month decrease of 0.4% in new home prices, with the decline expanding by 0.2 percentage points [1] - Third-tier cities also reported a 0.3% decrease in new home prices, with the decline remaining consistent with the previous month [1] Group 2: Second-Hand Housing Prices - In July, second-hand home prices in first-tier cities fell by 1.0%, with the decline widening by 0.3 percentage points from the previous month [1] - The price drops in Beijing, Shanghai, Guangzhou, and Shenzhen were recorded at 1.1%, 0.9%, 1.0%, and 0.9%, respectively [1] - Second and third-tier cities both experienced a 0.5% decrease in second-hand home prices, but the decline was less severe by 0.1 percentage points [1] Group 3: Market Trends and Insights - The real estate market is showing a divergence between core cities, which are stabilizing, and non-core areas that are still adjusting [1] - High-capacity cities exhibit stronger price resilience, while market sentiment is cooling down, particularly in weaker second-tier and third-tier cities facing significant inventory pressure [2] - The search volume for larger homes (over 144m²) has increased significantly, indicating a potential shift towards improvement-driven demand in the market [2] - Recent policy changes, such as the relaxation of purchase restrictions in Beijing, are expected to bring some heat to the market in August [2] - Ongoing initiatives like trade-in programs and easing of housing fund policies aim to facilitate market transactions, though their effectiveness will need further observation [2]

Group 1 - The core viewpoint of the article is that the recent adjustment in Beijing's housing purchase policy, particularly for families eligible to buy homes outside the Fifth Ring Road, is expected to significantly boost market activity and improve buyer sentiment [1][3][6] - The new policy allows eligible families to purchase an unlimited number of homes outside the Fifth Ring Road and optimizes public housing loan conditions, leading to increased foot traffic and sales in the real estate market [1][2][3] - The first weekend after the policy implementation saw a notable increase in customer visits to properties, with some projects reporting over 100 groups of visitors in a single day, and the second-hand housing market also showing signs of recovery with daily transactions exceeding 500 units [1][2][3] Group 2 - Industry experts believe that while the policy directly targets the market outside the Fifth Ring Road, it also positively impacts overall market expectations and reduces buyer hesitation [3][6][7] - The new policy is seen as a strategic move to guide demand towards the Fifth Ring Road area, helping to optimize market inventory and stabilize market sentiment during a traditionally slow season [6][7] - The expectation is that the new housing policy will lead to a sustained increase in sales activity in the Fifth Ring Road area, attracting more buyers and encouraging developers to accelerate project launches [7]

Core Insights - The new policy has significantly increased the number of visitors to new housing projects in Beijing, particularly in areas outside the Fifth Ring Road, indicating a potential sales peak in the market [1][9][10] - The policy allows families meeting certain criteria to purchase an unlimited number of properties outside the Fifth Ring Road, which is expected to stimulate demand [1][10] Market Response - Over the weekend following the policy announcement, one project reported over 50 units were reserved on the first day, with continued interest late into the night [2][4] - In a specific project in Tongzhou District, more than 70 groups visited on Sunday, showcasing a strong interest in new housing [3][6] Sales Dynamics - Sales consultants noted a clear increase in both visitor numbers and transaction volumes, with some projects experiencing up to 300 groups of visitors in a single day [7][9] - The average price for new homes in the area ranges from 6,000 to 6,300 yuan per square meter, with a significant portion of units already sold [6][10] Future Market Outlook - Analysts predict that the new policy will lead to a sales peak in the market, as the removal of purchase limits is likely to attract more buyers [9][10] - The policy is also expected to encourage developers to accelerate project construction and sales, while the second-hand housing market may see increased activity as well [9][10]

Core Viewpoint - The Shenzhen real estate market is experiencing fluctuations in both second-hand and new housing transactions, with a notable increase in second-hand transactions year-on-year, while new housing sales are declining significantly compared to the previous year [1][4][7]. Second-hand Housing Market - In June 2025, the number of recorded second-hand housing transactions was 5,546, reflecting a month-on-month decrease of 3.2% but a year-on-year increase of 4.5% [1]. - The first half of 2025 saw a total of 35,106 second-hand housing contracts, representing a year-on-year growth of 30.7% compared to the same period in 2024 [3]. - The average monthly recorded transactions for second-hand housing in the first half of 2025 reached 5,851, indicating a generally active market supported by policy and demand [7]. - As of June 30, 2025, there were 73,858 second-hand properties available for sale, a month-on-month increase of 2.9% [6]. - The proportion of transactions for properties smaller than 90 square meters accounted for 55.9% of total sales, down from 61.4% in the same period of 2024, suggesting a gradual release of demand for larger properties [6]. New Housing Market - In June 2025, the pre-sale of new homes totaled 2,054 units, showing a month-on-month decline of 7.0% and a year-on-year decrease of 35.7% [4]. - The total pre-sale of new homes in the first half of 2025 was 16,522 units, which is an 11.9% increase compared to the same period in 2024, with residential sales increasing by 24.4% [4]. Market Dynamics - The market is currently in a "price-for-volume" phase, with sellers having more negotiation power, indicating some uncertainty in the market [7]. - The Dragon River area has seen a 2.0 percentage point decrease in transaction share, influenced by external policy changes, particularly the recent LPR adjustment [6].