另据深圳市房地产信息平台数据，2026年第一周深圳全市新房(预售+现售)成交1418套，环比下降 3.8%。其中商办类成交929套，环比增长9%。 而在元旦假期期间，中指研究院监测数据显示，元旦假期重点城市房企营销动作延续节前力度，多 是"特价房"、"赠送或减免物业费"、"送车位"等传统手段，项目多以消化现有库存为主，市场整体表现 较平淡，分化态势延续。 业内分析认为，随着财政部下调房产交易增值税，2026年二手房市场成交有望在政策红利中继续回暖。 上海中原地产分析师卢文曦认为，2025年年末市场都是偏暖的消息，增值税减免等举措对降低流转过程 中的成本有好处，盘活存量市场的同时有助于新房和二手房的交易顺畅。 1月5日，深圳市房地产中介协会最新公布的数据显示，2026年第一周全市二手房(含自助)共计录得1115 套，环比下降22.6%。录得量下滑主要是受元旦假期阶段性影响，整体仍保持相对高位水平。此外， 2025年12月深圳二手房录得6612套，较上月增长14.8%。 记者查阅数据发现，从月度走势来看，深圳二手房成交量已逐步摆脱波动依赖，呈现稳健运行态势。自 2025年3月起，二手房录得量连续10个月稳定在50 ...

2025年11月及12月，上海二手房市场出现"翘尾"行情，连续两个月的网签成交量都达到2.3万套，全年 上海二手房成交量达到了25.4万套（全口径数据，包含商业、车位等），创下四年来新高，近五年时间 内仅次于2021年的28.1万套。 根据上海市统计局数据，截至2024年年末，上海常住人口为2480万人。将二手房成交数据与人口数据结 合起来看，平均每97个常住在上海的人里，就有一人在2025年买了二手房。 而成都市住房和城乡建设局公开数据则显示，截至12月26日，2025年成都全市二手房已成交23.2万套， 超过2024年数据，创下历史新高。 2022年成都二手房成交量首次超越新房成交量，此后已经连续三年保持增长，最高成交纪录不断被刷 新。 根据成都市统计局数据，截至2024年年末成都的常住人口是2147万人，这意味着2025年成都平均每92人 里就有一人买二手房。 近期全国住房城乡建设工作会议强调，要充分认识二手房交易占比上升是今后一个时期的趋势。 随着2025年楼市正式收官，多个重点城市交出二手房市场"年度成绩单"：上海二手房成交量达25.4万 套，创四年来新高。 克而瑞数据显示，2025年全国30个重点 ...

（来源：北京商报） 北京二手房市场的稳健韧性正逐步凸显。北京商报记者统计，截至12月29日，北京12月二手房网签量达 到14528套，按照本月日均500套的成交量，全月突破1.5万套已成定局。这也是北京二手房连续两个月 月度成交突破1.4万套。尽管从数据上看，新政带来的效果还未直接体现，但来自北京多个热门片区的 经纪人反馈，新政落地后的首个周末，以刚需房源为主导的片区置业需求回升，市场咨询量与到访量同 步走高。与此同时，传统入学需求季集中释放，北京部分区域二手房源带看量持续攀升，叠加库存规模 回落、成交态势企稳等多重因素，业主定价心态更趋理性，市场供需双方博弈正逐步回归良性理性轨 道。 成交企稳挂牌下降 北京商报记者统计发现，12月截至12月29日，北京二手房网签量已达14528套。以12月日均网签500套测 算，全月总成交量将突破1.5万套，实现连续两个月稳定在1.4万套以上，市场整体运行态势平稳。 中指研究院指数研究部总经理曹晶晶介绍，新政后（12月25日—28日），北京二手房住宅日均网签量为 511套，二手房成交量基本持平，考虑到网签存在一定滞后性，随着时间推进，市场活跃度或有所提 升。 上海易居房地产 ...

Core Insights - The Shanghai real estate market shows signs of stabilization with a significant increase in second-hand housing transactions in November 2025, reaching 22,943 units, a 24% increase from October's 18,483 units, marking the highest transaction volume since May of the same year [1] Market Performance - The transaction volume in November ranks second in the past year, only behind the peak periods of "Golden March and Silver April," and is close to the annual peak observed in June [1] - The market is experiencing a "small tail" trend, indicating a potential recovery in demand [1] Buyer Preferences - The majority of transactions are driven by first-time buyers seeking low total price properties, with 60% of second-hand homes sold in November priced below 3 million yuan, a significant increase compared to recent years [1]

Core Insights - The Shanghai second-hand housing market is experiencing a resurgence in activity, with significant price reductions leading to increased transaction volumes [1][3][5] Group 1: Market Recovery - In November, the transaction volume of second-hand homes in Shanghai reached 22,943 units, a 24% increase from October, marking the highest level since May [3][5] - Daily transaction data shows that on November 23, a record 1,224 units were sold in a single day, contributing to an average daily transaction of 1,119 units throughout the month [5][11] Group 2: Structural Changes - The market recovery is characterized by a high proportion of transactions in the low-price segment, with homes priced below 3 million yuan accounting for 60% of sales [7] - There is a notable divergence in market performance, with older neighborhoods seeing active sales due to price advantages, while newer developments in prime areas face different market dynamics [7] Group 3: Price Trends - Despite the increase in transaction volume, the average price of second-hand homes in Shanghai continues to decline, with a reported average price of 34,500 yuan per square meter, down from previous months [9] - The average negotiation discount is approximately 6.9%, indicating a prevalent trend of aggressive price negotiations among buyers [9][15] Group 4: Driving Factors - The increase in transaction volume is driven by a substantial inventory of listings, which has decreased from 114,000 units in April to 97,000 units currently, allowing buyers more options and negotiation power [11] - There is a significant shift of rigid demand towards the second-hand market, with a ratio of 5:1 in transactions between second-hand and new homes in the first three quarters of 2025 [11] Group 5: Future Trends - Experts suggest that the current uptick in the second-hand housing market may be temporary, as challenges such as high inventory and low pricing persist [13] - The market is expected to stabilize in the short term, with ongoing policy support aimed at preventing further declines [13][15]

Market Analysis - The Beijing second-hand housing market has shown significant fluctuations, with a recent weekly transaction of 3,262 units, a week-on-week increase of 46.5%, but still down 12.6% compared to mid-September [4][5] - The Shanghai second-hand housing market has experienced a notable recovery, with transactions reaching 6,588 units during the week of October 20-26, marking a 47.6% increase week-on-week, the highest in six weeks [8][10] - The Shenzhen second-hand housing market has also shown a rebound, with transactions of 1,182 units, up 21% week-on-week, continuing a trend of recovery after a significant drop during the National Day holiday [13][15] - The Hangzhou second-hand housing market has seen a moderate recovery, with 1,284 units sold, a 5% increase week-on-week, indicating a return to normal transaction levels [18][20] - The Chengdu second-hand housing market has shown significant volatility, with transactions of 4,213 units, a week-on-week increase of 36.2%, recovering from a sharp decline during the holiday [23][25] - The Ningbo second-hand housing market has experienced a notable rebound, with 2,776 units sold, a 21.1% increase week-on-week, indicating a recovery from previous low transaction levels [28][30] - The Dongguan second-hand housing market has shown a significant recovery, with transactions of 845 units, a 61.3% increase week-on-week, reflecting a strong rebound after a low point during the holiday [33][35]

Market Overview - The Beijing second-hand housing market has shown signs of recovery, with transactions reaching 3,136 units from August 18 to August 24, marking a week-on-week increase of 10.2%, the highest in six weeks [4][5] - The Shanghai second-hand housing market has also experienced a mild rebound, with 4,335 units sold during the same period, reflecting a week-on-week growth of 2.4% [8][10] - The Shenzhen second-hand housing market is stabilizing, with 1,003 units sold, a week-on-week increase of 2.5% [13][14] - The Hangzhou second-hand housing market is undergoing a slight adjustment, with 1,123 units sold, a week-on-week decrease of 3.1% [17][18] - The Chengdu second-hand housing market is showing significant recovery, with 3,565 units sold, a week-on-week increase of 12.9% [20][21] Transaction Data - Beijing: 3,136 units sold, average unit size at 92.0㎡, total transaction area of 288,947.22㎡ [5] - Shanghai: 4,335 units sold, average unit size at 82.0㎡, total transaction area of 356,506.67㎡ [10] - Shenzhen: 1,003 units sold, average unit size at 98.0㎡, total transaction area of 98,782.51㎡ [14] - Hangzhou: 1,123 units sold, average unit size at 105.0㎡, total transaction area of 118,015.00㎡ [18] - Chengdu: 3,565 units sold, average unit size at 94.0㎡, total transaction area of 336,219.40㎡ [22] Market Trends - Beijing's market is experiencing a "V-shaped" recovery, indicating a significant increase in market activity [4] - Shanghai's market shows a trend of increasing transactions, although still below peak levels [8] - Shenzhen's market is characterized by a gradual recovery, with signs of bottoming out in transaction volumes [13] - Hangzhou's market is in a seasonal adjustment phase, with a focus on larger unit sales [17] - Chengdu's market is approaching previous peak levels, indicating strong demand [20]

Core Insights - The Shenzhen second-hand housing market showed a positive recovery trend in August, with a recorded 1,265 transactions in the 33rd week, representing a 4.0% week-on-week increase, marking three consecutive weeks of growth [1] - The transaction structure indicates a shift in buyer preferences, with popular areas being Longgang Central City, Nanshan Qianhai, and Longgang Shuangcheng, recording 49, 43, and 41 transactions respectively [3] - The market is witnessing a significant interest in second-hand homes, particularly those priced below 3 million yuan, which accounted for 29.1% of transactions, up 2.5 percentage points from July [3][4] Market Activity - Data from multiple real estate platforms indicate increased market activity, with a 47% year-on-year rise in second-hand residential contracts from August 1 to 17 [3] - The Beike Research Institute reported a 26.3% increase in second-hand home transactions in the last week, with viewings also rising by 16% [3] - The total number of effective second-hand housing listings in Shenzhen was 76,399 as of August 18, showing a slight decrease of 92 listings from the previous week, indicating a potential improvement in supply-demand dynamics [4] Buyer Preferences - There is a growing interest in "new second-hand" homes, typically 5 to 10 years old, due to their price advantages and the absence of waiting for handover [4] - The price drop in many recently launched second-hand housing projects has created a "price inversion" phenomenon, making them more attractive compared to new homes [4] - The market continues to exhibit a trend of "price for volume," but prices for new second-hand homes have shown signs of recovery, reflecting differentiated performance among various property types [4]

Market Analysis - The Beijing second-hand housing market has recently shown a mild correction, with transactions of 2,845 units in the week of August 11-17, 2025, reflecting a week-on-week decrease of 3.9% [4][6]. - The total transaction area was 260,048.82 square meters, down 5.1% from the previous week, indicating a trend of declining sales after reaching a peak of 2,997 units at the end of July [4][6]. - The average unit area remains stable at 91-93 square meters, suggesting that demand for essential housing products continues to dominate the market [4]. Shanghai Market - The Shanghai second-hand housing market has shown a mild recovery, with 4,233 transactions in the same week, marking a week-on-week increase of 1.9% [9][10]. - The average transaction area decreased slightly to 82 square meters, indicating a rise in demand for essential housing [9][11]. - The market is characterized by stable volume and flat prices, with expectations of continued fluctuations in the short term [9]. Shenzhen Market - The Shenzhen second-hand housing market has shown signs of stabilization and recovery, with 979 transactions, up 8.1% week-on-week, ending a four-week downward trend [14][16]. - The average transaction area has increased to 102 square meters, reflecting a rebound in demand for larger units [14][16]. - The total transaction area rose by 9.2%, indicating heightened activity in larger unit sales [14]. Hangzhou Market - The Hangzhou second-hand housing market has shown stability, with 1,159 transactions, a slight increase of 1.5% week-on-week [19][20]. - The average unit area has narrowed to 102 square meters, suggesting a higher proportion of essential housing transactions [19][20]. - The total transaction area increased by 1.9%, indicating a slight recovery in demand for improved housing [19]. Chengdu Market - The Chengdu second-hand housing market has shown signs of a rebound, with 3,157 transactions, reflecting a week-on-week increase of 5.4% [22][24]. - The total transaction area was 302,399.65 square meters, up 6.5%, indicating a strong market resilience [22][24]. - The average unit area has stabilized at 96 square meters, suggesting an increase in demand for improved housing options [22].