新楼盘促销"百花齐放" "银十"开场，国庆、中秋"双节"叠加，上海新房市场紧抓销售窗口期，多个楼盘以"认筹福利+互动活动 +专属优惠"的组合拳吸引购房者，带动人气与成交双升。 例如，保利发展上海公司国庆期间进行"11盘联动"，向购房者推出"国补给力礼遇金秋"福利：千套房源 上新、实景示范区升级、国庆嘉年华活动、九大购房专属补贴等；国贸地产在沪推出"六盘联动"策略， 旗下国贸虹桥璟上、海上原墅、天琴华樟等项目同步发力，为看房客户准备伴手礼，针对成交客户提供 家电赠送、"博饼狂欢"互动，推荐成交者还可享受佣金奖励。 这些积极举措有效拉动了人气。保利发展上海公司透露，双节期间8天11个项目共计到访4000多组客 户，成交额达12.8亿元；国贸上海方面也向记者介绍说，"六盘联动"之下，相较平时周末，客流有所增 加。 招商时代潮派售楼处。 李贝贝/摄 国庆节、中秋节"双节"期间（10月1日—10月8日），《华夏时报》记者在实地走访中发现，尽管受长假 出游影响，客户来访量偏低，但仍有多个新盘启动认筹、开盘，续销楼盘亦采取各类方式加强促销，客 户到访量和成交量均有明显增长。 10月8日，保利发展上海公司方面告诉记者，该公司 ...

国庆中秋长假刚刚结束，多城继续优化楼市政策，为房地产市场注入新活力。在业内人士看来，进入四 季度各地将推动已出台政策加快落实，同时增量政策也存在一定预期。据中指研究院监测，2025年前三 季度全国有约200个省市（县）出台政策超470条，三季度出台政策超120条，目前多数城市已全面放开 限制性政策。整体来看，近期地方政策优化方向主要围绕激活需求、优化供给两方面，涵盖公积金提取 范围拓宽、购房补贴定向加码等举措。（证券时报） ...

2025 年 9 月，有个数据最近刷爆全网了 —— 美联储 9 月份降息的概率居然高达 92%！这消息可不一般，不光让全球股市、债市都跟着紧张，更让咱们中国 好多想买房的、搞投资的人，都攥着心等着看动静呢！ 回顾2016年美联储开启降息周期后，中国一线城市豪宅成交量环比骤增32%；2019年那次降息，北上广深高端住宅价格三个月内上涨15%。 国际资本借道债市涌入国内，当时中国楼市成为最大的资本"蓄水池"。 如今相似的情景再次出现。 根据CME FedWatch工具最新数据，美联储9月降息25个基点的概率高达92%，10月累计降息50个基点的概率达到72.6%。 根据克而瑞数据，目前房企海外债融资成本高达8-12%，是境内融资的2倍以上。 美联储降息将直接降低房企境外融资成本，同时人民币升值预期增强，存 量海外债务偿还压力将显著减轻。 这对于资金链紧张的房企无疑是雪中送炭。我在业内交流中发现，8月以来，北京、上海等地的豪宅带看量已经环比上升25%。 这种"春江水暖鸭先知"的现象，说明高净值人群已经开始行动。 美联储降息将强化这种预期，推动改善型需求入场。 这种预期正在引发全球资本流动的重新布局。美元资产收益率下 ...

Group 1 - The current real estate market is at a critical juncture, with mixed sentiments among potential buyers regarding whether to purchase or wait [1] - Major cities like Guangzhou, Beijing, Shanghai, and Shenzhen have optimized their housing policies, signaling a shift in the supply-demand relationship and potentially ending the era of restrictions [3][4] - The easing of purchasing restrictions is expected to boost confidence among buyers, particularly for first-time and upgrading homebuyers, as the market shows signs of recovery [4] Group 2 - Following policy adjustments, Beijing and Shanghai have seen a noticeable increase in transaction volumes, with Beijing recording 13,331 second-hand residential transactions in August, a 4.3% month-on-month increase [5] - Many cities have eliminated distinctions between first and second homes, further lowering the cost of purchasing, especially for upgrading buyers [7] - The competitive landscape among developers is intensifying, with a focus on improving property features to attract buyers, emphasizing the importance of evaluating properties based on their intrinsic value and location [7][9]

Core Viewpoint - Shenzhen has introduced significant housing market policies aimed at optimizing purchase restrictions and credit policies, following similar moves in Beijing and Shanghai [1][5]. Group 1: Policy Changes - The new policies include the relaxation of housing purchase restrictions for both individuals and enterprises, allowing eligible residents to buy multiple properties in specific districts [2][5]. - Non-local residents can now purchase up to two properties in designated areas without needing to prove a year of social insurance or income tax payments [2][5]. Group 2: Market Reactions - Following the announcement, there was an immediate increase in inquiries and viewings for properties, indicating heightened interest from potential buyers [2][3]. - Real estate agents reported a surge in transactions, with some buyers who previously faced restrictions now able to proceed with purchases [3][4]. Group 3: Market Impact - The relaxation of restrictions is expected to significantly boost transaction volumes in both new and second-hand housing markets, potentially doubling year-on-year sales [6]. - The adjustment in mortgage rates, particularly a reduction of 40 basis points for second homes, is projected to lower total repayment costs, further stimulating market activity [6].

Core Viewpoint - Shenzhen's new real estate policy significantly relaxes purchase restrictions, aiming to revitalize the housing market and stimulate demand amid ongoing price declines and market pressures [4][6][8] Summary by Relevant Sections Purchase Policy Adjustments - The new policy allows residents to purchase an unlimited number of homes in specific districts, including Luohu, Bao'an (excluding Xin'an Street), Longgang, Longhua, Pingshan, and Guangming, provided they meet certain criteria [1][3] - Non-resident families without proof of one year of social insurance or income tax payments can buy up to two homes in the same districts [1][5] - In Yantian District and Dapeng New District, there are no purchase qualifications required [1][3] Corporate Purchase Policy - The policy eases restrictions for enterprises, allowing those established for over one year, with a tax payment of at least 1 million RMB and a minimum of 10 employees, to purchase an unlimited number of homes in designated areas [3][5] - In non-restricted areas, there are no purchase qualifications for enterprises [3][5] Financial Support and Loan Policies - The new policy eliminates the distinction between first and second home loan interest rates, allowing financial institutions to set rates based on market conditions and their operational status [3][5] Market Impact and Analysis - Analysts suggest that the policy's relaxation is more aggressive than similar measures in Beijing and Shanghai, aiming to reverse the downward trend in the housing market and stimulate activity during the traditional sales peak of "Golden September and Silver October" [4][6][8] - The policy is expected to release pent-up demand, particularly from single individuals and families with children, as well as attract buyers from the Pearl River Delta and inland regions [6][7][8] - The overall market response is anticipated to be significant, with potential transaction volume increases of up to 100% compared to previous policy stimuli [8]

Core Viewpoint - Shenzhen has introduced a new round of policies to optimize the real estate market, following Beijing and Shanghai, aimed at relaxing housing purchase restrictions and adjusting housing loan interest rates, effective from September 6, 2025 [2][3]. Summary by Sections Policy Changes - The new policy allows residents who meet the purchasing conditions to buy an unlimited number of homes in several districts, including Luohu, Bao'an (excluding Xin'an Street), Longgang, Longhua, Pingshan, and Guangming [2]. - Non-local families without proof of continuous social insurance or individual income tax payments for at least one year can purchase up to two homes in the specified districts [2]. - In Yantian District and Dapeng New District, there will be no qualification review for home purchases [2]. - Single adults will be subject to the same housing purchase restrictions as resident families [2]. Previous Restrictions - Previously, Shenzhen had strict purchase limits, such as local families being allowed to buy two homes and non-local families or individuals being limited to one home, with additional requirements for certain districts [3]. Corporate Purchase Policies - The new policy also optimizes the purchasing conditions for enterprises and institutions, requiring them to meet specific criteria in certain districts while removing qualification reviews in other areas [3]. Loan Interest Rate Adjustments - The policy states that housing loan interest rates will no longer differentiate between first and second homes, allowing financial institutions to set rates based on market conditions and their operational status [3]. Market Performance - In August, Shenzhen's second-hand housing market recorded 5,267 transactions, a month-on-month decrease of 7.1% but a year-on-year increase of 12.8% [4]. - The new housing market showed weaker performance, with only 1,352 new homes sold, a month-on-month decline of 13.4% and a year-on-year decline of 52.8% [4]. Market Sentiment - The current sentiment in the new housing market is characterized by a few successful projects while most face challenges in sales, with buyers delaying purchases in anticipation of new policies [5]. - Experts suggest that the traditional peak season for the housing market is approaching, and the new policies may help revive market activity, especially with increased developer enthusiasm for launching new projects [5].

Core Viewpoint - Shenzhen has introduced a new round of policies to optimize the real estate market, following similar measures in Beijing and Shanghai, effective from September 6, 2025 [2] Group 1: Policy Changes - The new policy significantly relaxes housing purchase restrictions in eight districts of Shenzhen, allowing eligible residents to buy an unlimited number of properties in specified areas [2][3] - Non-local households without proof of continuous social insurance or income tax payments for over one year can purchase up to two properties in designated districts [2][3] - In Yantian District and Dapeng New District, there will be no qualification review for purchasing properties [2] - Single adults will be subject to the same housing purchase restrictions as resident families [2] Group 2: Previous Restrictions - Previously, Shenzhen had strict purchase limits, such as local families being allowed to buy two properties and non-local families or individuals being limited to one property, with additional requirements for certain districts [3] Group 3: Corporate Purchase Policies - The policy also optimizes the purchasing conditions for enterprises, requiring specific criteria such as a minimum establishment period, tax contributions, and employee count for purchases in certain districts [3] Group 4: Mortgage Rate Adjustments - The new policy states that housing loan interest rates will no longer differentiate between first and second homes, allowing financial institutions to set rates based on market conditions and their operational status [3] Group 5: Market Performance - In August, Shenzhen's second-hand housing market recorded 5,267 transactions, a month-on-month decrease of 7.1% but a year-on-year increase of 12.8%, indicating a market still above the industry threshold [3] - The new housing market remains sluggish, with only 1,352 new homes sold in August, a month-on-month decline of 13.4% and a year-on-year drop of 52.8% [4] - The overall market performance in August was attributed to seasonal factors and a general wait-and-see attitude among buyers due to expectations of new policies [4] Group 6: Future Outlook - Industry experts anticipate that the introduction of these policies will help revive market activity as the traditional peak season approaches, with expectations for increased developer activity and sales in the upcoming months [4]

Group 1 - In August, the real estate markets in Beijing and Shanghai showed resilience due to policy optimization, with both new and second-hand home transactions experiencing slight increases compared to July [1][2] - In Beijing, the number of second-hand residential contracts signed reached 13,331 in August, an increase of 547 from July, while new residential contracts signed totaled 3,135, up by 254, representing an 8.16% increase [1] - In Shanghai, the implementation of the "Six Policies" led to a significant rise in market activity, with 39,49 second-hand homes sold in the first week of the policy, and a total of 17,500 second-hand homes sold in August, marking a 4% month-on-month increase and an 11% year-on-year increase [1][2] Group 2 - The "Six Policies" have resulted in a 40% increase in daily visits to projects outside the outer ring compared to pre-policy levels, with a notable surge in contract signings [2] - Analysts believe that the policy optimizations in Beijing and Shanghai are beginning to show results, and market transaction activity is expected to further increase in September [2][3] - There is potential for further policy optimization in Beijing, including easing purchase restrictions and improving housing fund policies, which may lead to an acceleration in project construction and sales [3]

Group 1 - In August, the real estate markets in Beijing and Shanghai showed resilience due to policy optimization, with both new and second-hand home transactions experiencing slight increases compared to July [1] - In Beijing, second-hand residential transactions reached 13,331 units in August, an increase of 547 units from July, while new home transactions totaled 3,135 units, up by 254 units, representing an 8.16% increase [1] - The Shanghai market saw a total of 17,500 second-hand homes sold in August, a 4% increase month-on-month and an 11% increase year-on-year, with the implementation of the "Six Policies" boosting market activity [1][2] Group 2 - The "Six Policies" led to a 40% increase in daily visits to projects outside the outer ring compared to pre-policy levels, with significant increases in contract signings [2] - Analysts believe that the policy optimizations in Beijing and Shanghai are beginning to show results, with expectations for further market activity in September as traditional sales seasons approach [2][3] - There is potential for further policy adjustments in Beijing, including easing purchase restrictions and optimizing housing fund policies, which could lead to increased market activity [3]