具体来看，1月份，一线城市新建商品住宅销售价格环比下降0.3%，降幅与上月（2025年12 月）相同。其中，上海持平，北京、广州和深圳分别下降0.3%、0.6%和0.4%。 2月13日，统计局发布数据显示，2026年1月 ，70个大中城市商品住宅销售价格环比降幅总体 收窄、同比下降。 记者丨 张敏 编辑丨张伟贤 二手房方面，该机构指出，核心城市房东心态转变，导致挂牌量理性收缩，房源在架时长缩 短、流通效率提升，其中青岛、南昌等城市行业景气度超50荣枯线，成交端也基本延续2025年 10月以来的回升势头。 二线城市新房销售价格环比下降0.3%，降幅收窄0.1个百分点。三线城市新房销售价格环比下 降0.4%，降幅与上月相同。 二手房方面，一线城市二手住宅销售价格环比下降0.5%，降幅比上月收窄0.4个百分点。其 中，北京、上海、广州和深圳分别下降0.2%、0.4%、0.7%和0.6%。 二、三线城市二手住宅销售价格环比分别下降0.5%和0.6%，降幅分别收窄0.2个和0.1个百分 点。 广东省住房政策研究中心首席研究员李宇嘉表示，1月份二手房价指数环比跌幅收窄，主要源 于市场交易继去年四季度和年底的翘尾行情后，1 ...

2026年开年，房地产市场迎来关键变化。全国房价止跌信号初步显现，二手房价格环比跌幅持续收窄，重点城市成交量显著回升，市场告别单边下行态 势，进入筑底修复阶段。但城市与区域分化明显，全面回暖仍需时间，楼市正走向更理性、更稳健的新周期。 数据印证市场边际改善。中指研究院数据显示，1月百城二手住宅均价环比下跌0.85%，跌幅较上月收窄0.12个百分点，下跌动能持续减弱。成交端更为活 跃，全国13个重点城市二手房成交面积环比上涨16%、同比增长33%，北京、上海、深圳等一线城市成交量同比增幅超20%，成都、杭州等强二线城市成 交翻倍，业主惜售情绪上升，议价空间收窄，市场信心逐步修复。 政策托底与市场自我调节共同发力。降利率、松限购、优化信贷等组合政策持续显效，降低购房成本，激活刚需与改善需求。二手房作为市场晴雨表，率 先呈现企稳迹象，挂牌价降幅收窄，恐慌性抛盘减少，市场交易秩序逐步恢复。新房市场同步回暖，百城新房均价环比微涨0.18%，结束连续下跌走势， 释放积极信号。 | 城市 | 2025年12月 2026年1月 | | 月环比 | | --- | --- | --- | --- | | 厦门 | 1600 | ...

Core Insights - The real estate market in China is experiencing a structural adjustment and bottoming out, with overall housing prices still in a downward trend but showing signs of stabilization due to policy support and market recovery [5][6][8] New Housing Market - In January, new housing prices in first-tier cities decreased by 0.3% month-on-month, with year-on-year prices down by 2.1%, indicating a widening decline [1] - Second-tier cities saw a month-on-month decrease of 0.3% in new housing prices, while third-tier cities experienced a 0.4% decline [1] - Cities like Wuhan, Qingdao, and Jinan are showing significant recovery, with market activity improving and surpassing the threshold of industry prosperity [6] Second-Hand Housing Market - The second-hand housing market is showing clearer signs of recovery, with first-tier cities' prices stabilizing in January, driven by policy factors and restored market confidence [6] - The year-on-year decline in second-hand housing prices in first-tier cities was 7.6%, with Beijing, Shanghai, Guangzhou, and Shenzhen experiencing declines of 8.7%, 6.8%, 8.3%, and 6.5% respectively [2] - The real estate brokerage industry's prosperity has increased significantly, with a year-on-year rise of 12.72 percentage points, indicating improved sentiment among both landlords and buyers [6] Market Outlook - Expectations for a "small spring" in March are high, with continued policy support anticipated to stabilize the market and expectations [7] - The first quarter is seen as a critical period for assessing the sustainability of policy effects and orderly market demand release, which will be key to determining the strength of market recovery [8]