记者丨张晓慧 编辑丨孙超逸 9月6日起，深圳市住房和建设局、中国人民银行深圳市分行联合印发的《关于进一步优化调整 本市房地产政策措施的通知》正式施行，分区优化调整居民购买商品住房政策。 深圳多区放宽限购，其中，盐田区、大鹏新区取消限购；深户、在深圳连续缴纳社会保险或个 人所得税满1年及以上的非深户在罗湖区、宝安区（不含新安街道）、龙岗区、龙华区、坪山 区、光明区购买商品住房不限套数，包括新建商品住房和二手住房，其余情况可在上述六区限 购两套商品住房。 南方财经记者从深圳贝壳研究院获悉，新政落地后，深圳二手房市场呈现持续升温态势。据深 圳贝壳研究院监测，新政后六天（9月6日至11日）， 贝壳深圳合作门店二手签约量较新政前 六天增长45%。 其中，罗湖表现尤为突出，增幅高达109%， 高于深圳其他各区。深圳贝壳研究院院长肖小平 表示，新政后罗湖二手房市场成交活跃度大幅上升，核心原因有两点： 一是罗湖配套成熟，房价亲民，相较南山、福田性价比高，适配各类自住需求及性价比导向的 投资者； 二是新政将其移出核心限购区，放开购房套数限制，释放大量此前无资格的购房者，直接推动 成交激增。 除了罗湖以外，贝壳研究院数据显示，9 ...

南方财经记者从深圳贝壳研究院获悉，新政落地后，深圳二手房市场呈现持续升温态势。据深圳贝壳研 究院监测，新政后六天（9月6日至11日），贝壳深圳合作门店二手签约量较新政前六天增长45%。 其中，罗湖表现尤为突出，增幅高达109%，高于深圳其他各区。深圳贝壳研究院院长肖小平表示，新 政后罗湖二手房市场成交活跃度大幅上升，核心原因有两点：一是罗湖配套成熟，房价亲民，相较南 山、福田性价比高，适配各类自住需求及性价比导向的投资者；二是新政将其移出核心限购区，放开购 房套数限制，释放大量此前无资格的购房者，直接推动成交激增。 除了罗湖以外，贝壳研究院数据显示，9月6日至11日，龙华区、盐田区、福田区的二手房签约量较前六 天增幅均在50%以上，宝安区和龙岗区分别以43%、39%的增幅位列其后。 南方财经记者 张晓慧 深圳报道 9月6日起，深圳市住房和建设局、中国人民银行深圳市分行联合印发的《关于进一步优化调整本市房地 产政策措施的通知》正式施行，分区优化调整居民购买商品住房政策。 深圳多区放宽限购，其中，盐田区、大鹏新区取消限购；深户、在深圳连续缴纳社会保险或个人所得税 满1年及以上的非深户在罗湖区、宝安区（不含新安街道 ...

直击深圳楼市新政首日：房企酝酿收回折扣，楼盘来访量有所提升 21世纪经济报道记者 吴抒颖 深圳报道 继北京、上海之后，深圳房地产政策也迎来了调整。 9月5日深夜，深圳市住房和建设局、中国人民银行深圳市分行联合印发《关于进一步优化调整本市房地 产政策措施的通知》(下称"《通知》")，自9月6日起，深圳分区优化调整居民购买商品住房政策、分区 优化调整企事业单位购买商品住房政策、优化调整个人住房信贷政策。 这次核心的调整集中在，罗湖、宝安西乡街道被移出核心限购区，深户、或者在深圳有1年连续社保、 个税缴纳证明的非深户在罗湖、宝安(不含新安街道)、龙岗、龙华、坪山、光明购房不限套数，非深户 则限购2套。 此前的政策版本是，罗湖、福田、南山、宝安(新安街道、西乡街道)等区购房，需要有1年连续社保、 个税缴纳证明，且限购1套。 此外，新政还放宽了企事业单位的购买资格，在福田、南山和宝安新安街道范围内购买商品住房，需同 时满足设立年限满1年、在深圳累计缴纳税款金额达100万元、员工人数10名及以上条件，在其他区域购 买商品住房则不再审核购房资格。 深圳向来是对房地产市场政策敏感的城市。新政出台之后，非核心区的楼盘、中介闻风 ...

记者丨吴抒颖 编辑丨张伟贤 继北京、上海之后，深圳房地产政策也迎来了调整。 9月5日深夜，深圳市住房和建设局、中国人民银行深圳市分行联合印发《关于进一步优化调整本市房地 产政策措施的通知》（下称"《通知》"），自9月6日起，深圳分区优化调整居民购买商品住房政策、分 区优化调整企事业单位购买商品住房政策、优化调整个人住房信贷政策。 这次核心的调整集中在，罗湖、宝安西乡街道被移出核心限购区，深户、或者在深圳有1年连续社保、 个税缴纳证明的非深户在罗湖、宝安（不含新安街道）、龙岗、龙华、坪山、光明购房不限套数，非深 户则限购2套。 此外，新政还放宽了企事业单位的购买资格，在福田、南山和宝安新安街道范围内购买商品住房，需同 时满足设立年限满1年、在深圳累计缴纳税款金额达100万元、员工人数10名及以上条件，在其他区域购 买商品住房则不再审核购房资格。 深圳向来是对房地产市场政策敏感的城市。新政出台之后，非核心区的楼盘、中介闻风而动，迅速与潜 在购房者对接。不少楼盘纷纷打出成交喜报。龙岗区的远洋天萃发布海报称"外地客户连转3套"、鸿荣 源位于观澜的楼盘则回收1%的折扣，深圳房地产市场又似乎热闹了起来。 深圳龙岗区一处新 ...

Group 1 - The core viewpoint of the article highlights a general increase in Hong Kong real estate stocks, driven by the relaxation of housing purchase restrictions in Beijing and Shanghai, which are the strictest cities in terms of these policies [1][1][1] - Major real estate companies such as China Jinmao, New World Development, and Sunac China saw significant stock price increases, with China Jinmao rising over 4% [1][1][1] - Analysts suggest that if the real estate market continues to show weakness, cities like Beijing and Shanghai are likely to further ease purchase restrictions, indicating a potential shift in national housing policy [1][1][1] Group 2 - The China Index Academy anticipates that September will be a period of intensive real estate policy announcements, with new supportive measures expected to accelerate under the goal of stabilizing the market [1][1][1] - As the market anticipates a potential interest rate cut by the Federal Reserve in September, there is an expectation for increased domestic monetary policy flexibility, which could further benefit the real estate sector [1][1][1] - The real estate market is entering the "Golden September and Silver October" sales season, with expectations that property companies will accelerate their sales efforts in core cities, leading to a potential short-term increase in market activity [1][1][1]

Core Viewpoint - The recent policy changes in Beijing's real estate market have led to a significant increase in both the volume of inquiries and transactions, indicating a revitalization of the market following a period of stagnation [1][2][8]. Group 1: Market Activity - Following the new policy announcement on August 8, the real estate market experienced a surge in activity over the weekend of August 9-10, with many properties being sold quickly [1][2]. - Real estate agents reported a notable increase in both foot traffic and online inquiries, with some agents experiencing a 30% rise in consultation volume compared to previous weekends [3][7]. - The majority of transactions during this period involved properties priced between 2 million to 4 million yuan, aligning with the needs of first-time homebuyers [2][8]. Group 2: Buyer Behavior - The new policy has shifted buyer sentiment, with many potential buyers feeling pressured to act quickly to avoid missing out on desirable properties [2][3]. - Some buyers who were previously hesitant have accelerated their purchasing decisions, influenced by the fear of rising prices due to increased market activity [2][3]. - The demographic of buyers has shifted towards those with genuine housing needs, as opposed to speculative investors [2][8]. Group 3: Policy Impact - The policy adjustments include lifting restrictions on multiple property purchases for families outside the Fifth Ring Road and enhancing support for first-time buyers through improved housing fund policies [8][9]. - Analysts believe that these changes will lead to a new wave of transactions, particularly benefiting the new housing market in areas outside the Fifth Ring Road [8][9]. - The policy's immediate effects were evident in the increased visitor numbers and sales activity over the first weekend following its implementation [8][9].

Investment Rating - The report maintains an "Overweight" rating for the real estate industry [1] Core Views - The report highlights that despite the relaxation of purchase restrictions in Beijing, both new and second-hand housing transactions have declined [1][8] - The overall market performance is stronger than the broader market, with the Shenwan Real Estate Index rising by 2.16% compared to a 1.23% increase in the CSI 300 Index, resulting in a relative return of 0.93% [5][13] Summary by Sections 1. Weekly Market Review - The Shenwan Real Estate Index increased by 2.16%, outperforming the CSI 300 Index which rose by 1.23% [5][13] 2. Industry Fundamentals - For the week of August 1-7, the total number of new homes sold in 38 key cities was 19,984 units, a year-on-year decrease of 12% and a month-on-month decrease of 21.3% [6][21] - The total transaction area for new homes was 182.9 million square meters, with a year-on-year decrease of 15.5% and a month-on-month decrease of 27% [6][21] - In the same week, the total number of second-hand homes sold in 16 key cities was 15,748 units, with a year-on-year decrease of 1.7% and a month-on-month decrease of 8.2% [32][38] - The total transaction area for second-hand homes was 150.7 million square meters, with a year-on-year decrease of 2.4% and a month-on-month decrease of 8.7% [32][38] - The inventory of commercial housing in 17 key cities was 188.41 million square meters, with a month-on-month increase of 0.2% and a depletion cycle of 148 weeks [49] 3. Land Market Supply and Transaction Analysis - During the week, 2,497.7 million square meters of land were supplied, a year-on-year increase of 10.5% [7] - The average transaction price of land was 1,399 yuan per square meter, a year-on-year increase of 34.3% [7] 4. Real Estate Financing Analysis - Real estate companies issued a total of 17.76 billion yuan in credit bonds, with a year-on-year increase of 83.38% and a month-on-month increase of 108.18% [7]

Core Viewpoint - The adjustment of Beijing's real estate purchase restrictions has been implemented earlier than expected, aiming to better meet residents' housing improvement needs and stimulate the market [1][4]. Policy Changes - The new policy allows families meeting the purchase conditions to buy an unlimited number of properties outside the Fifth Ring Road, expanding the scope of first-home provident fund loan support [4][10]. - The purchase restrictions remain in place, but the conditions have been relaxed, allowing those who meet the criteria to buy freely outside the Fifth Ring Road [6][13]. - The distinction between single individuals and family households in the purchase restrictions has been removed, applying the same rules to both [8]. Financial Implications - The maximum loan amount for second-home provident fund loans has increased from 600,000 yuan to 1,000,000 yuan, with the minimum down payment ratio reduced to 30% [10][11]. - The adjustment allows for a higher loan amount based on the duration of provident fund contributions, increasing from 10,000 yuan to 15,000 yuan per year [11][10]. - For a property priced at 4 million yuan, the maximum down payment could be reduced by 600,000 yuan, leading to lower monthly payments [11]. Market Impact - The policy aims to stabilize the real estate market and restore buyer confidence, particularly targeting those with stable jobs in Beijing [11][13]. - The adjustment is expected to have a significant impact on areas such as Shunyi, Tongzhou, Daxing, and others, while the influence on properties in Haidian, Chaoyang, and Fengtai may be limited [16]. - The overall goal is to promote a balanced development of housing supply and demand, particularly in the outer areas of Beijing [13][16].

Core Viewpoint - Beijing's housing policy has been adjusted to allow eligible families to purchase an unlimited number of properties outside the Fifth Ring Road, aiming to stimulate the real estate market and support homebuyers [1][2] Group 1: Policy Changes - Eligible families can now buy an unlimited number of properties outside the Fifth Ring Road, including both new and second-hand homes [1] - The purchase policy for properties within the Fifth Ring Road remains unchanged, with restrictions of two properties for Beijing residents and one for non-residents who have paid social insurance or income tax for over three years [1] Group 2: Housing Fund Support - The policy expands the scope of housing fund support for first-time homebuyers, allowing those with a cleared loan record nationwide to be recognized as first-time buyers, potentially reducing down payment by up to 600,000 yuan and monthly payments by 253 yuan [1][2] - The maximum loan amount for second homes has been increased from 600,000 yuan to 1 million yuan, and the minimum down payment ratio has been standardized to 30% for both Fifth Ring inner and outer properties [2] - The loan amount per year of housing fund contribution has been raised from 100,000 yuan to 150,000 yuan, reducing the required contribution period for a 1.2 million yuan loan from over 11 years to about 7 years [2] - The policy allows contributors to withdraw housing funds for down payments while simultaneously applying for housing loans, facilitating the purchase of newly built homes [2]

Core Viewpoint - The article discusses the new policies implemented by Beijing's housing authorities to optimize and adjust real estate regulations, effective from August 9, 2025, aimed at enhancing housing accessibility and supporting residents' housing needs [2][3][4]. Group 1: Policy Changes on Housing Purchases - Families meeting certain criteria will no longer face restrictions on the number of homes they can purchase outside the Fifth Ring Road in Beijing, promoting better living conditions and work-life balance [2]. - The existing purchase limits for families within the Fifth Ring Road remain unchanged, with Beijing residents allowed to buy up to 2 homes and non-Beijing residents with over 3 years of social insurance or income tax payments allowed to buy 1 home [2]. Group 2: Housing Fund Support Enhancements - The policy expands the scope of housing fund loans for first-time homebuyers, allowing those with a cleared loan record nationwide to be classified as first-time buyers, significantly reducing down payment requirements and monthly payments [3]. - The maximum loan amount for second homes has been increased from 600,000 to 1,000,000 yuan, with potential additional increases for borrowers meeting specific criteria, allowing for a maximum loan of 1,400,000 yuan [3]. - The minimum down payment ratio for second home loans has been standardized to 30%, regardless of location, simplifying the borrowing process [3]. Group 3: Loan Amount Adjustments - The amount that can be borrowed per year of housing fund contribution has increased from 100,000 to 150,000 yuan, reducing the time required to accumulate sufficient contributions for larger loans [4]. - Borrowers can now apply for housing fund loans while simultaneously withdrawing funds for down payments, streamlining the purchasing process for new homes [4].