Core Viewpoint - The extended National Day and Mid-Autumn Festival holiday has released consumer potential, particularly in the real estate market, with significant policy relaxations in major cities like Beijing, Shanghai, and Shenzhen contributing to increased transaction volumes [1][7]. Summary by Sections Beijing Market - The new housing market in Beijing showed a "divided" characteristic during the holiday, with high interest in quality improvement projects despite a general decrease in visitor numbers due to travel [2]. - Average daily transaction volume for new residential properties reached 0.61 million square meters during the holiday, a 52% increase compared to last year, while second-hand housing saw a 73% increase in daily transactions [2][3]. Shanghai Market - Shanghai's real estate market remained stable during the holiday, with new residential property transactions totaling 1.73 million square meters [4]. - The policy relaxation in the outer ring areas has stimulated market activity, with significant transactions occurring in districts like Dapuqiao and Baoshan [5][6]. Shenzhen Market - In Shenzhen, the average daily transaction volume for new residential properties was 0.23 million square meters, reflecting a 22% increase from last year [6]. - The market in Guangzhou, Hangzhou, and Chengdu faced slight pressure, with Guangzhou seeing a 4% decrease in daily transactions compared to last year [6]. Market Outlook - Analysts expect the "Silver October" market to continue showing a divided trend, with core cities maintaining high interest in quality projects, while overall market performance remains relatively subdued [7]. - The anticipated increase in new supply from major developers in core cities is expected to support new home sales in the fourth quarter [7].

Core Insights - Multiple cities have introduced new real estate policies to stabilize the market ahead of the National Day and Mid-Autumn Festival holidays, signaling positive developments in the housing sector [1][2][4] - The overall performance of the real estate market during the holiday period was relatively flat, although new home transaction areas in cities like Beijing, Shanghai, and Shenzhen showed year-on-year growth [6][5] Policy Developments - From September 25 to October 1, cities such as Dongguan, Guangzhou, Shaoyang, Changchun, and others implemented new housing policies, with a significant focus on enhancing housing provident fund support [2][3] - Guangzhou optimized its provident fund withdrawal policy, allowing buyers to use funds for down payments on various types of housing [2] - Dongguan raised the maximum loan limit for first and second homes to 1.5 million yuan and provided additional support for purchasing affordable housing [2][3] Market Performance - During the holiday period (October 1-8), new home sales in key cities showed mixed results, with Beijing's daily average sales increasing by 52% year-on-year, while Guangzhou experienced a slight decline of 4% [4][5] - The overall sales area of commercial housing in Hubei province increased by 12.9% during the holiday, with notable growth in cities like Wuhan [4] - Despite the overall flat performance, core cities maintained high interest in quality projects, with new home signing areas in major cities showing growth [6] Future Outlook - The influx of quality land acquired by leading real estate companies in core cities is expected to support new home sales in the fourth quarter, indicating a continued differentiated market trend [6] - The second-hand housing market has also shown signs of recovery, with expectations for continued moderate increases in transaction activity in October [6]

Core Insights - Multiple cities have introduced new real estate policies to stabilize the market ahead of the National Day and Mid-Autumn Festival, signaling positive developments in the housing sector [1][2] Policy Developments - From September 25 to October 1, cities such as Dongguan, Guangzhou, Shaoyang, Changchun, Ningxiang, Hefei, Wuhan, and Chongqing have rolled out new housing policies [2] - Guangzhou has optimized its housing provident fund withdrawal policy, allowing contributors to use it for down payments on various types of housing [2] - Dongguan has raised the maximum loan amount for first and second homes to 1.5 million yuan and increased support for down payments [2][3] - Wuhan has also increased the maximum loan amount for first and second homes to 1.5 million yuan and adjusted the loan count recognition standards [3] Financial Incentives - Various cities are offering home purchase subsidies; for instance, Dongguan provides a subsidy of 2% of the total contract price, capped at 30,000 yuan [3] - Wuhan offers a loan interest subsidy for first-time homebuyers, with a maximum of 20,000 yuan distributed over two years [3] Market Performance - During the National Day and Mid-Autumn Festival, new home transactions in key cities showed mixed results, with some cities experiencing growth while others saw declines [4][5] - Beijing's new residential sales increased by 52% year-on-year during the holiday period, while Shanghai saw a slight increase of 3% [4] - Conversely, Guangzhou and Chengdu reported declines in new home transactions, with Guangzhou down by 4% [5] Market Outlook - The overall performance of the real estate market during the holiday was relatively flat, but core cities maintained high interest in quality projects [6] - The introduction of new supply from major developers in core cities is expected to support new home sales in the fourth quarter [6]

Core Viewpoint - The article highlights the recent measures taken by various cities in China to stabilize the real estate market ahead of the National Day and Mid-Autumn Festival holidays, indicating a proactive approach to support housing demand and market activity [1][4]. Policy Measures - Multiple cities, including Dongguan, Guangzhou, Shaoyang, Changchun, and Wuhan, have introduced new real estate policies from September 25 to October 1, focusing on enhancing housing provident fund support [2][5]. - Guangzhou has optimized its housing provident fund withdrawal policy, allowing contributors to use the fund for down payments on various types of housing [5]. - Dongguan has raised the maximum loan limit for first and second homes to 1.5 million yuan and increased support for down payments [5][6]. - Wuhan has also increased the maximum loan limit for first and second homes to 1.5 million yuan and adjusted the recognition standards for loan counts [6]. Market Performance - During the National Day and Mid-Autumn Festival holidays, the overall performance of the real estate market was relatively flat, although new home transaction areas in cities like Beijing, Shanghai, and Shenzhen saw year-on-year growth [3][9]. - The average daily transaction volume of new residential properties in Beijing increased by 52% compared to the previous year, while Shanghai saw a slight increase of 3% [8][9]. - However, cities like Guangzhou, Hangzhou, and Chengdu experienced a decline in new home transactions during the same period [8]. Future Outlook - The article suggests that the real estate market will continue to show a differentiated performance, with core cities expected to benefit from new supply entering the market in the fourth quarter [3][9]. - The increase in housing provident fund support and promotional activities by developers are anticipated to stimulate market transactions, particularly for high-quality projects [9].

格隆汇10月9日｜据央视财经，这个国庆中秋假期，全国多地楼市迎来促销高峰，在公积金政策优化、 限购松绑等房地产相关措施推动下，新房、二手房交易市场出现活跃景象。据不完全统计，9月下旬以 来，重庆、合肥、武汉、广州、长春、东莞等多地发布楼市相关新政，涵盖公积金政策优化、限购松 绑、购房补贴等举措，推动市场活跃度显著提升。业内人士表示，从假期中的市场反应来看，政策在一 定程度上提振了信心，为"金九银十"需求释放奠定了基础。除了新房之外，这个假期各地的二手房市场 也比较活跃。在深圳罗湖区的某二手房交易中心，假期期间这里的签约室几乎是排满的状态，日均签约 量大约在15到20单。 从深圳市住房建设局了解到，自9月5日发布新政以来，截至10月6日，深圳全市二 手住宅网签3699套，同比增长32.63%。 而在江苏南京和苏州，两个城市此前都先后取消了商品住房限 售政策。这个假期，两地二手房市场咨询量明显活跃了不少。 ...

Core Insights - The new housing policy in Shenzhen, implemented in early September, has had a short-term positive impact on the real estate market, particularly during the National Day holiday, but overall transaction volumes remain under pressure compared to last year [2][7][9]. Market Performance - During the National Day holiday (October 1-8), Shenzhen's first-hand residential registrations reached 183 units, a year-on-year increase of 25.34%, but a month-on-month decrease of 52.09% [2][3]. - The second-hand residential market showed a significant decline, with only 73 units registered, marking a 93.71% drop month-on-month and a 71.71% decrease year-on-year [2][3]. - The overall transaction volume for September was higher, with a total of 7,633 units registered, reflecting a 20.7% month-on-month increase and a 38.3% year-on-year increase [9]. Consumer Behavior - Despite the new policy and promotional activities during the holiday, consumer sentiment remains cautious, with many potential buyers preferring leisure activities over house hunting [10]. - The market is experiencing a shift in buyer behavior, with a notable decrease in foot traffic to sales offices compared to previous years [10]. Market Dynamics - Real estate agencies reported varying degrees of growth in transaction volumes during the holiday, with some agencies noting a 131% increase in first-hand residential contracts and a 22% increase in second-hand contracts [4][5]. - The market is expected to face downward pressure in the fourth quarter, as the demand that was released in September may not sustain [9][12]. Promotional Strategies - Many real estate agencies are employing aggressive marketing strategies, including "zero down payment" offers and commission rebates, to attract buyers [6]. - Various promotional events and activities were organized during the holiday to enhance buyer engagement and provide information on real estate policies [6].

中新社北京10月9日电 (记者 庞无忌)随着8月以来北京、上海、深圳等核心城市相继优化楼市政策，中 国多个核心城市9月房地产交易活跃度回升。 北京楼市交易热度提升明显。中指研究院10月9日发布的数据显示，9月份，北京新建商品住宅成交46万 平方米，环比增长21%，同比增长22%；当月，北京二手房成交量达1.6万套，环比增长19%，同比增长 19%。 在8月下旬楼市新政落地后，上海新房销售数据逐步回升。据中指统计，9月份，上海新建商品住宅成交 97万平方米，环比增长23%，同比增长16%；当月，上海二手房成交2万套，环比增长5%，同比增长 29%。9月6日新政落地后，深圳当月(9月6日至30日)新建商品住宅日均成交0.6万平方米，较8月日均水 平增长44%；9月份，深圳二手房成交4546套，环比增长9%，同比增长43%。此外，9月份，广州、杭州 等城市新房成交量亦有所回升。 另据克而瑞研究中心统计，9月份一线城市新房成交量环比上升16%，同比上升1%，前三季度成交量累 计同比仍增长4%。二三线城市内部分化明显，其中，成都、青岛、武汉、西安、天津等9月份成交量均 超50万平方米，是当前市场的中流砥柱。当月，武汉、 ...

"十一有活动，现在折扣落地刚好契合预算，客户复访时就果断敲定了房源！"10月8日，国庆黄金周收 官之日，深圳中介小何特意在朋友圈晒出两组客户的成交记录，配文里还感慨道：随着返深人潮陆续返 程，今天门店的成交单量比假期中后段明显多了不少。 这个国庆假期，恰逢"9.5楼市新政"满月，政策短期提振效应在新房市场有所显现，返程高峰更助推看 房与签约量阶段性上升。尽管不少中介机构的看房量、签约量都实现了不同程度增长，但南都·湾财社 记者注意到，深圳楼市整体成交未能摆脱同比压力。 据美联物业全国研究中心及深圳市住建局数据，10月1日-8日深圳一手住宅备案183套，同比实现25.34% 的增长。但市场热度仍受多重因素制约：一手房备案量环比减少52.09%，二手房市场表现更显疲软， 同期二手住宅备案仅73套，环比锐减93.71%、同比下滑71.71%。 在分析人士看来，今年深圳国庆楼市的不及预期同去年高基数效应、假期旅游分流及购房者观望情绪有 关。广东省城规院住房政策研究中心首席研究员李宇嘉指出，"10-12月份的市场交易，面临着较大的下 行压力，预计四季度的增幅可能进一步收窄。" 国庆8天，各中介机构数据均有所增长 国庆小 ...

2025年国庆中秋"小长假"，全国国内出游人数高达8.88亿。因假期出游人数较多，对各地看房人流有一 定分流，不过核心城市仍保持住较高热度。 另一位于房山区的项目，假期推出更大力度折扣，原价555万元的房源、现折扣价388万元，还能再打九 折到349万元，不过特价房仅五套；还有昌平区一新盘也针对95平方米的户型，推出10套直降近百万的 特价房。 房企"促销潮"的另一面，北京部分即将入市的热门新盘，则迎来较大人流。据北京璞樾透露，项目 在"十一"实现超3600人次到访。另一朝阳区东四环项目，假期售楼处人流涌动，3日一则现场视频显 示，沙盘处几乎围满购房者。 受房企加大营销、以及楼市新政的持续影响，北京国庆楼市成交较为亮眼。 中指研究院数据显示，10月1日～8日，北京新建商品住宅日均成交0.61万平米，较去年国庆假期增长 52%；二手房日均成交19套，较去年国庆假期增长73%。 据机构最新统计数据，10月1日～8日，北京新房日均成交同比增长52%，二手房日均成交同比增长 73%，深圳新房日均成交同比增长22%。同期，上海新房日均成交小幅增长3%，广州方面则同比下降 4%。 第一财经采访了解到，为在传统"银十"提高 ...

2025.10. 09 作者 | 第一财经 孙梦凡 2025年国庆中秋"小长假"，全国国内出游人数高达8.88亿。因假期出游人数较多，对各地看房人流 有一定分流，不过核心城市仍保持住较高热度。 据机构最新统计数据，10月1日～8日，北京新房日均成交同比增长52%，二手房日均成交同比增长 73%，深圳新房日均成交同比增长22%。同期，上海新房日均成交小幅增长3%，广州方面则同比下 降4%。 第一财经采访了解到，为在传统"银十"提高业绩，不少楼盘都加大了促销力度，北京有项目推出特价 房源、总价直降近百万；深圳也有开发商通过打折、首付分期、工抵房等方式，抓住政策窗口期加快 去化。 房企推特价房"抢跑" 今年国庆小长假，适逢各地推出楼市新政，一线城市通过优化限购放出大量"房票"。趁政策利好仍在 释放，房企集体加大了营销力度，国庆小长假也未松懈。 本文字数：2589，阅读时长大约4分钟 "这个盘首开去化七成，国庆还推出特价房，可以申请专属9折优惠。"10月9日，北京昌平区一楼盘 销售代理告诉记者，该项目九月底开盘，因配套较好、得房率约95%，目前首开房源仅剩两成，假 期全部"降价处理"。 北京通州区一均价六万的新盘也大 ...