8月25日，上海市住房和城乡建设管理委员会等六部门联合印发《关于优化调整本市房地产政策措施的 通知》（以下简称《通知》），从调减住房限购、优化住房公积金、优化个人住房信贷以及完善个人住 房房产税等方面对政策进行优化。《通知》自2025年8月26日起施行。 8月份以来，"稳楼市"相关政策力度进一步加大。同为一线城市的北京在8月初已对限购、住房公积金等 房地产相关政策进行了优化调整。8月18日召开的国务院第九次全体会议明确要求，"采取有力措施巩固 房地产市场止跌回稳态势"。 上海易居房地产研究院副院长严跃进认为，上海此次政策出台，深入落实相关政策精神和市场诉求匹 配，全力支持各类群体购房和各区域的去库存，对于巩固楼市稳中向好态势具有积极作用，亦为全国新 一轮政策调整优化带来启示。 "整体来看，本次上海跟进优化楼市新政，在优化限购、加大住房公积金政策支持方面与北京较为相 似。"中指研究院政策研究总监陈文静对《证券日报》记者表示，上海本次出台的政策还进一步降低居 民购房成本，明确不再区分首套、二套住房商贷利率，并完善了房产税政策。 具体而言，在调减住房限购政策方面，《通知》明确，对符合上海市住房购买条件的居民家庭，包 ...

4月部分城市四代宅等新规项目入市带动短期市场热度回升，5月"好房子"助力住房消费需求释放趋势延 续。 ◎ 文 / 俞倩倩 据文化和旅游部数据中心测算，2025年五一假期5天全国国内出游3.14亿人次，同比增长6.4%；国内游客 出游总花费1802.69亿元，同比增长8.0%。相较而言，楼市表现则略显平淡，19个重点城市认购面积同比 微降4%，新政利好型城市北京、上海、深圳均有不同程度回调，广州、天津、武汉等城市延续弱修复行 情，当前热销项目仍集中在核心区改善盘和大折扣力度刚需盘，二手房整体涨幅略好于新房，预期5月整 体成交仍将好于4月，延续止跌企稳行情。 新房认购：18城同比微降4% 京沪深增长乏力、穗津汉等弱修复 01 考量到备案数据或将延迟，我们同时结合了克而瑞城市机构调研数据，可以看到，五一认购表现较为平 淡，19个重点城市五一假期认购面积仅为122.2万平方米，环比下降35%，同比下降4%，回暖动力略显不 足。 结合项目来访数据来看，不同城市还是呈现出显著的差异化行情： 一是前期新政利好型城市北京、上海、深圳等，增长动力略显不足， 其中北京、深圳项目来访量环比均有 了不同程度回落，认购面积环比"腰斩" ...

Core Viewpoint - Nanjing has introduced a comprehensive set of policies, termed "房七条," aimed at promoting stable and healthy development in the real estate market, addressing key housing demands for youth, quality improvement, and urban renewal [1][2][7] Group 1: Policy Measures - The policies include the complete removal of housing transfer restrictions, effective from March 31, 2025, allowing properties to be traded immediately after obtaining property rights certificates [2][3] - A fund of 1 billion yuan is allocated to support housing consumption through a "buy new, sell old" initiative, encouraging residents to upgrade their living conditions [2][3] - The introduction of electronic housing vouchers for seamless transactions across the city, enhancing the accessibility of housing for displaced residents [2][3] Group 2: Financial Support for Youth - Targeted financial products for young people under 45 years old will be promoted, featuring low down payments, low interest rates, and flexible repayment terms [2][4] - The "全家桶" policy expands the eligibility for withdrawing housing provident fund to include parents and children, thereby easing the financial burden on homebuyers [4][5][6] Group 3: Market Impact and Future Outlook - The policies are expected to stimulate housing demand, with a projected increase in new and second-hand housing transaction volumes, which saw year-on-year growth of 29.9% and 16.7% respectively in early 2025 [3][7] - The measures are designed to address the pressing issues in housing consumption, encouraging residents to feel confident in their purchasing decisions [7][8]