智通财经APP获悉，9月26日，中指研究院发文称，2025年8月25日，上海出台新一轮房地产市场调控政策，这一 被业内称为"8.25新政"的举措引发市场广泛关注。上海"8.25"楼市新政实施满月以来，政策效果已经初步显现。 新房市场短期成交量明显回升，外环外区域受政策影响数据体现明显;二手房市场在预期博弈中有所修复，外环 外交易活跃度提升明显。这些变化表明，政策在一定程度上提振了市场信心，促进了合理住房需求的释放， 为"金九银十"的购房消费注入了强心剂，奠定了市场回暖的坚实基础。 新房市场：政策短期利好效果凸显，外环外区域销售受益明显 从成交数据来看，新政出台后首周，上海新房市场立即作出反应，网签成交出现明显小高峰，单周成交量环比增 幅超过30%。随后三周市场逐步回归理性，成交量趋于平稳，但整体仍维持在较高水平。综合新政实施首月的数 据表现，新房成交总量环比上涨19%，这一数据充分说明政策在短期内对市场产生了显著的拉动效应。不过，与 去年同期相比，新房网签量仍下降2.5%，降幅较去年同期收窄33个百分点，表明当前市场整体热度与去年同期 相比仍存在一定差距，但政策带来的积极变化已经初步显现。 注：新房统计不含保 ...

Core Insights - The implementation of new real estate policies in Shanghai has led to a noticeable increase in market activity, particularly in areas outside the outer ring road, with both first-time and upgrade buyers showing increased demand [1][2]. Market Performance - The easing of purchase restrictions outside the outer ring has significantly boosted transaction volumes in various districts, with some areas seeing a rise in second-hand home transactions from 15-16 units to around 60 units post-policy [2]. - Data from multiple platforms indicates a clear upward trend in market activity, with new listings increasing by 14% overall, and by 19% in areas outside the outer ring [2][3]. - The proportion of transactions for properties priced below 3 million and between 5-7 million has also increased, indicating a stimulated replacement chain [3]. Buyer Behavior - The new policies have accelerated buyer entry and improved transaction conversion rates, with fewer viewings required to finalize sales [4]. - There is a notable increase in the number of external buyers entering the market, particularly for entry-level properties [4][5]. Regional Variations - The impact of the new policies varies across different regions, with areas like Qingpu, Songjiang, and Jiading experiencing significant increases in market activity, while others like Jinshan and Fengxian show declining interest [5]. - The real estate industry sentiment index has risen by 2.8 to 47.26, marking the largest increase this year, suggesting a positive outlook for the market [5].

楼市新政后，深圳罗湖开始涨价了！ 据悉，新政后深圳罗湖成交量暴涨，有些业主也开始飘了，涨30万、涨50万、涨100万。 按中介的话来说，此前卖210万的房子，现在卖240万；此前卖300万的房子，现在卖320万。 有小区一套1房1厅新政前卖140万，新政后立马就看不到了，在平台上最低挂盘170万。 而一些小区在这波热潮下，笋盘没了，价格也相对高了。 拿中介负责的一个小区来看，新政前有好几套1房1厅挂180万左右，新政后成交了不少，现在成交价也去到210万多了。 淘房志也专门去看了下，发现罗湖有部分小区的业主房源，确实涨价了。 例如翠竹的佳兆业金翠园，一套56.8平的1房1厅，挂牌500万，这位业主在近期直接涨价50万，心态超级好。 还有明德公馆，一套42.11平房源，业主此前挂牌320万，现在直接大涨60万，挂牌价去到380万了。 我估算了下，即使按照较高的10%的议价空间，价格也在387万，比8月成交价也要高32万。 | | | | | ● VR语言带着 | | --- | --- | --- | --- | --- | | | | VR | 户进 图片 装修灵感 | | | N 3 | | | | | | ...

Core Viewpoint - The new policy significantly benefits the outer ring real estate market in Shanghai, particularly for properties outside the outer ring, leading to increased demand and sales activity [4][9][102]. Policy Adjustments - The threshold for non-local residents to purchase property has been reduced from three years of tax or social security payments to one year, facilitating quicker home purchases for newcomers [3]. - Non-local residents are no longer restricted from buying properties outside the outer ring, reducing barriers for upgrading housing [3]. - Local single individuals are now considered as families, stimulating more local demand for improved housing [3]. Market Response - Following the policy announcement, the number of new clients for properties outside the outer ring increased by 19% [9]. - The transaction volume in outer ring areas showed a notable increase, with some areas experiencing over 50% growth in sales compared to the previous week [17][18]. - The average transaction price in several outer ring areas has also seen an uptick, with some areas like Chuan Sha witnessing a 12.82% increase post-policy [24]. Sales Performance by Area - Areas close to the outer ring, such as Chun Shen and Shang Da, have the highest viewing-to-listing ratios, indicating strong buyer interest [12]. - Specific neighborhoods like Tao Pu and Tang Zhen reported significant sales increases, with transaction volumes rising by 30.77% and 53.85% respectively [17]. - The average price of properties in some areas, such as Hua Jing, increased by 9.65% after the policy change [23]. Inventory and Pricing Trends - The overall inventory of second-hand homes in Shanghai remains high, with over 102,200 listings as of the end of August [33]. - Despite high inventory levels, the number of new listings in outer ring areas has decreased, suggesting a more stable pricing environment [34][37]. - The proportion of listings with increased prices has risen, indicating a shift in seller sentiment and confidence in the market [40][42]. New Construction Market - The new policy has primarily benefited the new housing market, with a 35% increase in transaction volume for new homes in the outer ring [82]. - The average daily visits to new developments have surged to between 80 and 100, reflecting heightened buyer interest [82]. - New projects in areas like Fengxian and Meilong have seen substantial sales, with top projects selling 170 and 150 units respectively [92]. Conclusion - The new policy has catalyzed a shift in the Shanghai real estate market, favoring properties in the outer ring and enhancing buyer confidence, particularly in new developments [102][109].

上海楼市，突传重磅！ 9月19日，上海市人民政府发布《关于优化调整本市个人住房房产税试点有关政策的通知》。通知明确，持上海市居住证满3 年并在上海工作生活的购房人，在上海新购住房且属家庭首套的，暂免征收房产税。 为更好满足居民刚性住房需求和多样化改善性住房需求，促进房地产市场平稳健康发展，根据《上海市人民政府关于印发 〈上海市开展对部分个人住房征收房产税试点的暂行办法〉的通知》（沪府发〔2011〕3号，以下简称"暂行办法"）《关于优 化调整本市房地产政策措施的通知》（沪建房管联〔2025〕417号）的有关规定，现对上海市个人住房房产税试点有关政策优 化调整如下： 一、持有本市居住证并在本市工作生活的符合国家和本市有关规定引进的高层次人才、重点产业紧缺急需人才，和持有本市 居住证满3年并在本市工作生活的购房人： （一）在本市新购住房，且该住房属于家庭第一套住房的，暂免征收房产税。 （二）在本市新购且属于家庭第二套及以上住房的，合并计算的家庭全部住房面积（指住房建筑面积，下同）人均不超过60 平方米（即免税住房面积，含60平方米）的，新购的住房暂免征收房产税；人均超过60平方米的，对属新购住房超出部分的 面积，按 ...

本月初，深圳出台楼市新政，非核心区放宽限购，商业贷款不再区分首套和二套房，利率由银行根据市 场情况自主确定，多家银行已开始执行新的信贷政策，当地房地产市场反应积极。 深圳房市最近客流量明显增加 据购房者李女士介绍："我是非深户，以前没有名额，现在这个政策一出来以后，对我们这些人就有了 机会。" 据黄冈英山县住建局局长段卫国介绍：服务到物业都是一条龙的，对于困难的家庭我们还有保租房以及 先租后售保障房，已经推出了500多套。 原标题：新建"好房子"受欢迎 政策组合拳激发楼市活力 在靠近深圳莲塘口岸的一个新楼盘售楼处内，参观样板房的客户排起了长队。据某楼盘销售经理王一勇 透露，到访量是明显增加了，粗略统计增加的幅度达到30%～40%。 前不久，位于武汉武昌滨江板块的一个房产项目，以高得房率、优质配套等优势吸引了不少购房者，开 盘当天销售额突破三亿元，创下区域近期开盘去化新高，购房者邓先生说："空间感非常强，270度的采 光非常吸引我。" 眼下，高品质住宅已成为湖北楼市的最大亮点，武汉、襄阳、黄石等地都在大力推动建设高品质住宅， 精准捕捉购房者需求。以武汉为例，上半年武汉按新规打造的13个高品质住宅项目，平均去化率 ...

Core Insights - The new housing policy implemented on September 5 has significantly activated various housing demands in Shenzhen, leading to a notable increase in both new and second-hand home transactions [2][6] - The most impacted area is Luohu District, where the removal of purchase restrictions has resulted in a surge in buyer interest and transaction volume [6][9] Market Performance - In the week of September 8-14, Shenzhen recorded 589 new residential units sold, a 17% increase from the previous week, while second-hand homes saw 1,554 transactions, up 15.4% [2][6] - Luohu District experienced the most significant changes, with viewing and signing rates increasing by 29% and over 25% respectively during the same period [6][9] Buyer Demographics - The new policy has attracted a considerable number of external buyers, including those from Chengdu and Hong Kong, who are now eligible to purchase homes in Shenzhen [3][4] - Approximately 10% to 15% of buyers in Luohu are from outside Shenzhen, indicating a diversification of the buyer pool [3][4] Local Buyer Sentiment - Local buyers are showing increased confidence and quicker decision-making, with many making purchases on the same day as their property visits, a trend not seen before the policy change [5][6] - The demand from local buyers is particularly strong in areas with good educational resources, such as Luohu, where families are eager to secure homes for their children’s education [6][9] Developer Activity - Developers are actively preparing to launch new projects, taking advantage of the favorable market conditions created by the new policy [8][9] - Notable upcoming projects include over 390 new residential units from local developers, with expectations of strong sales performance due to the current market dynamics [8][9] Market Outlook - The new policy is expected to stimulate the market further during the traditional peak sales season of September and October, with a focus on both core and non-core areas [9][10] - Analysts believe the policy effectively addresses the inventory issues in non-core areas while stabilizing expectations in core regions, setting a positive foundation for the upcoming market season [9]

Core Insights - The new real estate policy in Shenzhen has shown positive effects within a week of implementation, with a notable increase in second-hand housing transactions and viewing activities [1][7] Market Performance - The second-hand housing market recorded 1,531 transactions from September 6 to 12, representing a 19.9% increase compared to the previous week [1][7] - Daily average transactions increased by 28.7% compared to August and surged by 72.2% compared to the daily average in September of the previous year [7] Regional Activation - Areas with relaxed purchase restrictions, such as Dapeng New District and Yantian District, experienced significant growth, with Dapeng seeing over 100% increase in transactions and Yantian achieving a 43.3% increase [3] - In Luohu District, transactions increased by 41.0%, with a remarkable 109% surge in second-hand contracts compared to the six days prior to the policy [3] Buyer Behavior - The new policy has led to a 40% increase in customer visits at the Jingji Jingyu Mansion project, with sales also rising [2] - In Longgang District, customer inquiries and visits increased by over 30% following the policy change, indicating heightened interest from potential buyers [2] Credit Policy Impact - Adjustments in credit policies and the introduction of single-person purchase policies have expanded the potential buyer pool, particularly in restricted areas [4] - The new policy allows single buyers to have similar purchasing qualifications as families, leading to increased consultations for larger units [4] Expert Opinions - Industry experts believe that the significant increase in transaction data validates the effectiveness of the new policy in stimulating market demand [7] - The market is currently characterized as "active and stable," with rising customer inquiries and viewing activities supporting transaction growth [7]

格隆汇9月15日｜据深圳特区报，当前，正值传统楼市"金九银十"销售旺季。自深圳9月5日出台新一轮 楼市新政以来，市场活跃度明显提升。记者昨日从深圳市房地产中介协会获悉，新政落地后首周（9月6 日-12日），全市二手房市场录得量达1531套，较政策前一周增长19.9%，日均录得量不仅较8月日均提 升28.7%，更较去年9月日均大幅增长72.2%。深圳市房地产中介协会认为，成交端的显著提升印证了政 策对市场需求的拉动作用，短期市场热度攀升趋势明确，政策刺激效果显现。 ...

Core Insights - Major cities in China, including Beijing, Shanghai, and Shenzhen, have recently implemented new housing policies aimed at stimulating the real estate market, resulting in a moderate recovery in the new housing market [1][9]. Group 1: New Housing Policies - Shenzhen's new housing policies include optimizing housing purchase restrictions and personal housing credit policies, leading to a significant increase in inquiries and visits to new housing projects [2][3]. - In Beijing, the new policy allows eligible families to purchase multiple properties outside the Fifth Ring Road, resulting in a 34% increase in housing fund applications since the policy was enacted [3][9]. - Shanghai's new policies have led to a 63% increase in daily contract signings for housing projects compared to pre-policy levels, indicating a positive market response [5][9]. Group 2: Market Activity and Trends - The new policies have not only boosted the new housing market but also revitalized the second-hand housing market, with a reported 12.8% year-on-year increase in second-hand transactions in Shenzhen [7][8]. - In Shanghai, the second-hand housing market saw a surge in activity, with 3,949 transactions recorded in the first week after the new policies, marking the highest weekend sales since July [7][9]. - Beijing's second-hand housing market also experienced a 4.3% month-on-month increase in transactions, reflecting a growing interest from buyers [7][9]. Group 3: Expert Opinions - Experts highlight that the recent policies significantly lower the barriers and costs associated with home purchases, particularly in terms of housing fund loans, which is beneficial for first-time buyers [8][10]. - The diverse range of policy tools introduced across various cities aims to support different buyer needs, enhancing the overall effectiveness of the housing market recovery efforts [10].