一月份中原地产住宅部营业额达4.5亿港元，创下历年一月的历史新高业绩。 中原地产于多个一手项目取得冠军佳绩，如西沙湾项目蝉联共4期销售冠军，月内亦获得The V Group 旗下两项目的独家销售代理权，成绩彪炳。陈永杰相信，楼市小阳春将延续新春后，多个一手项目亦已 密锣紧鼓，准备于新春后紧接开售，还看新春后公布的财政预算案是否有进一步提振经济或协助市民置 业的措施，料置业热潮将延续至新春后。 智通财经APP获悉，中原地产亚太区副主席兼住宅部总裁陈永杰表示，中原住宅部于2026年1月促成逾 1000宗一手，1400宗二手成交，分别较去年同期升近3倍及1.8倍，相信亦是近年甚至历年成绩最好的一 月。 ...

1月房价跌幅收窄，并非偶然，而是政策发力、市场调整与季节性因素共同作用的结果。自2025年底以 来，中央及地方层面密集出台稳楼市举措，形成了"政策组合拳"，为市场回暖注入了强劲动力。在信贷 层面，央行、金融监管总局联合下调首套、二套住房商业性个人住房贷款最低首付比例至15%和25%， 创历史最低水平，同时下调房贷利率，部分城市首套房贷利率低至"2字头"，有效降低了购房门槛与月 供压力；在税收层面，财政部、税务总局宣布对个人销售住房增值税免征年限由5年调整为2年，显著降 低了住房交易成本，激发了部分刚需和改善性需求的释放。 近日，国家统计局发布1月70个大中城市商品住宅销售价格变动情况，这份开年首份核心楼市数据引发 市场高度关注。数据显示，70城房价整体呈现"跌幅收窄、局部回升"的态势，新建商品住宅与二手住宅 价格环比跌幅均较上月有所收窄，一线核心城市率先显现企稳迹象。随着传统楼市旺季"金三银四"临 近，市场对3月"小阳春"的预期持续升温，但这份乐观背后，仍藏着诸多不确定因素。究竟这份数据释 放了哪些关键信号？3月楼市小阳春能否如期而至？本文结合数据细节、政策导向与市场现状，展开全 面解析。 首先，拆解1月70 ...

Core Viewpoint - The article discusses the signs of recovery in the real estate market, particularly in the second-hand housing sector, with various cities showing improved transaction volumes and price stabilization [4][10][18]. Group 1: Market Recovery Indicators - As of January 2026, the year-on-year decline in second-hand housing transaction area in 22 cities narrowed from 26.8% to 13.0%, indicating a recovery trend [5]. - The transaction area for second-hand homes in 22 cities reached 279.0 million square meters by the end of January, marking the highest level since June 2025, with a year-on-year increase of 17.7% [5][12]. - Real-time signing data from real estate agents shows a 27.0% year-on-year increase in second-hand home transactions across 26 key cities as of January, with an 18.5% month-on-month growth [5][16]. Group 2: Price Trends - The nationwide average listing price for second-hand homes in January 2026 decreased by 0.85% month-on-month, a reduction in the decline rate compared to previous months [11]. - The listing price decline for first, second, and third-tier cities narrowed to 1.14%, 0.87%, and 0.73% respectively, indicating a stabilization in prices [11][9]. - The average price of second-hand homes in 100 cities was reported at 12,900 yuan per square meter, reflecting a narrowing of the price drop [11]. Group 3: Regional Performance - Major cities like Beijing, Shanghai, Guangzhou, and Shenzhen showed significant transaction volumes, with Beijing exceeding 15,000 transactions in January, marking a stable recovery [13][14][15]. - In January, Guangzhou recorded 8,881 transactions, a slight increase of 1.07% month-on-month, while Shenzhen saw a 2.9% increase, with a notable year-on-year growth of 45.5% [15] . Group 4: Policy Implications - The article highlights the introduction of policies aimed at stabilizing the real estate market, including the exploration of purchasing second-hand homes for rental housing in cities like Shanghai [34][36]. - The "old-for-new" policy in Shanghai aims to facilitate transactions by reducing costs for buyers and increasing the supply of rental housing, which could enhance market activity [35][39]. - Experts suggest that the current market conditions, including improved demand and reduced price declines, may lead to a "small spring" in the real estate market, particularly in core cities [25][27].

西安1月二手房网签8643套，同比增长42.91%，同样增幅显著。南京成交超过7400套，已连续三个月成 交超7000套，成交量甚至超过了去年的"金九银十"。 天津、杭州也均实现逆势增长，前者成交5130套，同比增长达45%，是近8年来成交最高的"1月"；后者 成交近7000套，同比增长了15%。 2026年开年，二手房市场走出独立行情。 数据显示，刚刚过去的1月份，全国重点20个城市二手房成交面积1483万平方米，环比上涨10%，同比 上涨25%，在传统楼市淡季取得开门红。 聚焦到城市来看，北上广深四个一线城市二手房集体"爆单"。 其中，北京1月二手房网签量超过1.5万套，同比增长20.8%。自去年11月以来，其二手房成交已连续三 个月稳定在1.4万套以上。 上海二手房累计成交约2.28万套，同比增长24.18%，创下近五年同期新高；全月有7天单日成交破千， 且已连续三个月成交突破2.2万套。 广州二手住宅网签8881套，实现了同比、环比双增长。深圳二手房录得6802套，创下近10个月新高，同 比大涨45.5%。 二三线城市中，成都1月二手房成交1.81万套，比北京成绩还要好，同时其成交面积达到218.3万 ...

图片来源：智通财经记者拍摄 智通财经记者 | 王婷婷 智通财经编辑 | 李慎 岁末年初，上海楼市淡季不淡，尤其二手房市场提前进入"小阳春"。 1月二手房成交量创5年新高，挂牌量跌破15万，上海二手房市场逆势升温。据网上房地产统计，截至1 月31日，1月上海二手房累计成交22834套，环比12月的22961套下降0.5%；同比2025年1月成交的18387 套，上涨4447套，涨幅24.18%。 从1月二手房成交日历来看，共有7个交易日单日成交破千，前半月（15天）日均成交652.5套，后半月 （16天）日均成交805.82套。这也是上海二手房成交量继2025年11月站上2.2万套后，已连续三个月站稳 2.2万套。 在其看来，尤其最近明显可以感受到，挂牌量在不断下降。挂牌量下降就意味着，一方面是市场消化的 速度已经超过了新增挂牌的速度。"所以有了这个指标之后， 也意味着我们价格开始企稳的可能性，是 非常有希望的。" 兔博士APP数据显示，截至2025年2月1日，上海二手房挂牌总量约14.51万套，这是进入1月份后，上海 二手房挂牌量首次跌破15万套。另外，从挂牌量趋势来看，最近几周挂量屡创新低，明显正在呈直线下 ...

北京二手房。董红艳/摄 本报记者 董红艳 北京报道 2026年开年以来，北京二手房市场迎来成交放量行情，不仅周度成交量显著攀升，2025年12月份和2026 年1月份，网签量更是连续两月突破1.5万套，同比增长超20%。购房者议价空间明显收窄。 近日，《华夏时报》记者实地走访潘家园、高米店等北京典型片区发现，不同板块二手房市场呈现差异 化特征，而在政策稳预期加持下，市场底部特征显现，购房者入市意愿提升，核心城市楼市"小阳春"行 情可期，不过新房市场仍与二手房形成冷热分化格局。 成交放量 近日，《华夏时报》记者实地走访北京朝阳区潘家园片区。该片区地处东三环，紧邻古玩城、眼镜城， 交通便捷，距地铁10号线潘家园站、17号线潘家园西站步行距离在300至800米。在潘家园从业超十年的 房产经纪人马林（化名）向记者介绍了当地二手房市场现状。 潘家园周边住宅小区以老旧社区为主，多建成于上世纪80至90年代。"这边多数小区的居住环境相差无 几，仅部分小区的楼道维护更整洁些。"马林说。 "近期链家在北京的周成交量已突破2000套（非全市总成交量），此前周成交仅约1600至1700套。"马林 表示，当前二手房市场已进入活跃度提 ...

Group 1 - The core viewpoint of the articles indicates that the Shanghai second-hand housing market is experiencing an unexpected surge, with January's transaction volume reaching a five-year high, totaling 22,834 units, a 24.18% increase year-on-year compared to January 2025 [1][2] - The number of listings in the second-hand housing market has dropped below 150,000 for the first time, indicating a faster absorption rate of properties than new listings, which suggests a potential stabilization in prices [1][2] - Market sentiment has significantly improved since October 2025, leading to increased activity in transactions, with over 80% of clients able to complete transactions within 90 days [2][3] Group 2 - In contrast to the active second-hand market, the new housing market in Shanghai has shown a relatively subdued performance, with January's transaction area at 287,000 square meters, a 38.6% decrease month-on-month [4][5] - The new housing supply in January was 263,000 square meters, reflecting a 54.3% decrease, with only 17 projects launched, indicating a lack of confidence among developers [5] - Despite the slowdown in new housing transactions, the strong performance of the second-hand market provides a solid foundation for smoother property exchanges, suggesting that the market is preparing for future activity [5]

Core Viewpoint - The overall real estate market shows signs of improvement, with a strong performance in January despite a slight decline in transaction volume compared to December, indicating potential for continued growth in the coming months [1][6]. Group 1: Transaction Volume and Value - In January, there were 7,638 property transactions recorded, a decrease of 15% from December's 9,010 transactions, but still the second-highest level in the past 14 months [2][3]. - The total value of property transactions in January was HKD 573.35 billion, also down 15% from December, marking the lowest level in four months [2]. - The number of first-hand residential property transactions was 2,184, down 24% from December, while the total value dropped to HKD 215.33 billion, a decrease of 14% [2]. Group 2: Residential Market Insights - First-hand private residential transactions fell to 1,496 in January, an 11% decrease month-on-month, with a total value of HKD 190.28 billion, the lowest in five months [3]. - The top three new private residential projects in January were Pak King Fung (156 transactions), SIERRA SEA Phase 2A (90 transactions), and Kai Tak Bay Phase 1 (71 transactions) [3]. - The second-hand residential market remained strong, with 3,748 transactions recorded, nearly unchanged from the previous month, and a total value of HKD 284.33 billion, marking the second-highest level in 21 months [3]. Group 3: Non-Residential Market Performance - The non-residential market saw a significant decline, with transaction volume dropping 30% to 828 transactions in January, and the total transaction value halving to HKD 40.59 billion [4]. - The decline in the non-residential sector was attributed to a high base from the previous month, which included large transactions that inflated the figures [4]. Group 4: Future Outlook - The real estate market is expected to maintain its momentum, with predictions of a 16% increase in overall property transactions in February, potentially reaching 8,890 transactions, as buyers accelerate their market entry ahead of the Lunar New Year [6].

近期，杭州二手房市场的成交热度攀升！ 根据杭房数据统计1月杭州共成交5916套，环比上月5610套成交，涨了5.5%。其中，1月26日甚至成交量罕见 地突破了300套，创下了近几个月以来的新高。1月27日-1月31日，日成交量也都在200套以上。 购房者看房热情明显高涨。杭州近100个小区30天的日平均带看量超40次。 从成交价格上来看，以价换量依旧是主流，但成交跌幅已经明显缩小。 从官方最新数据来看，12月的二手房价格环比0.4%的跌幅，相较于11月份0.9%的跌幅，已经缩小了一半多。 学区房市场呈现出"淡季不淡"的特征。位于钱塘区的幸福河小学学区房，从去年12月到今年1月中旬，在一个 半月内累计成交51套，相当于平时月均成交量的8倍多。 其中，安置房小区幸福雅苑成为"黑马"，截至1月29日数据成交18套。这个小区50多平方米的小户型总价在120 万至130万元之间，与周边次新房三四百万元的"起步价"相比，成为不少家庭的"上车"首选。 | 小区 | 城区 | 学区 | 套数 (套) | 套均面积(m2) | 均价(元/㎡) | | --- | --- | --- | --- | --- | --- | | ...

Investment Rating - The report rates the real estate industry as "Outperforming the Market" [6] Core Insights - The real estate market is showing signs of stabilization with various supportive policies being implemented by the central and local governments, which is expected to enhance market confidence [17] - New home sales are relatively flat, but leading real estate companies are demonstrating resilience, with the top three companies showing slight year-on-year sales growth [14] - The second-hand housing market is experiencing a significant increase in transaction volume, with a year-on-year growth of 37.5% in 16 sample cities [15] - The average price decline of second-hand homes is slowing down, indicating a potential stabilization in the market [16] - The report anticipates that 2026 will see more favorable policies aimed at supporting the real estate market, particularly in the context of the 14th Five-Year Plan [18] Market Performance - In January 2026, the sales amount of the top 100 real estate companies was approximately 178.4 billion yuan, reflecting an 18.4% year-on-year decline, consistent with the overall trend for the year [14] - The A-share real estate sector underperformed the market with a decline of 2.21%, while the Hong Kong real estate sector outperformed with a gain of 5.71% [19][32] - The issuance of real estate credit bonds decreased significantly, with a net financing amount of -95.854 billion yuan in the week ending January 30, 2026 [19][38] REITs Market - The REITs index increased by 0.51% this week, with the property REITs index rising by 0.33% and the operating rights REITs index increasing by 0.74% [40][44] - The total transaction volume for REITs was 1.452 billion yuan, with property REITs accounting for 744 million yuan of this total [53] - Over the past month, the REITs index outperformed the CSI 300 index by 1.65 percentage points [50]