长沙晚报掌上长沙10月5日讯（全媒体记者 刘嘉）当国庆"邂逅"中秋，长沙不仅文旅市场人气"爆棚"，楼市也展 现出极高的"热力值"。 改善盘人气旺，"为美好生活下单"成共识 10月4日，记者来到位于市府板块的招商蛇口·江山境项目，销售中心人头攒动，沙盘区、洽谈区坐满了前来咨询 的客户。项目营销相关负责人刘婷介绍："平时日均来访20批，成交2套，而国庆期间日均来访达45批，成交5 套。"截至4日，该项目已累计成交20套，其中190㎡和225㎡户型成交占比70%，278㎡和281㎡户型成交占比 30%。 "主要是为了孩子上学和老人同住，想一步到位换个更大的。"市民王先生告诉记者，他卖掉了一套老城区的两居 室，加上多年积蓄，目标明确地锁定在核心地段的高品质楼盘。"房子不光是住，更关乎一家人的生活品质。现在 更看重社区的环境、物业服务和产品的细节。"在得知今年底即可交房后，王先生立马签了订单。 这样的场景在多个主打改善的楼盘同步上演。位于洋湖板块的绿城·玉海棠项目，营销相关负责人叶子郡介绍，该 项目在假期前四天达成了十余组成交，"较平时翻了个倍"。而在珠江颐德公馆·湘江序项目，凭借其稀缺的地段和 智慧家居系统吸引了大量 ...

Core Insights - The Shenzhen real estate market is experiencing significant changes, particularly in the second-hand housing sector, with a total of over 5,000 online registrations as of September 23 [1] - The latest average listing price for second-hand residential properties in Shenzhen is 62,600 yuan per square meter, showing a slight month-on-month decline of 0.6% compared to August [3] - The implementation of the September 5 policy has effectively lowered the threshold for home purchases, boosting market confidence and stimulating demand for upgraded housing [4] Market Dynamics - As of September 22, the total online registrations for new residential properties include 58 pre-sale registrations and 34 current sale registrations, with a cumulative total of 1,895 for the month [1] - The second-hand housing market has seen a total of 3,711 online registrations this month, indicating strong activity in this segment [1] - The proportion of transactions for luxury properties priced above 15 million yuan has increased by 2.6 percentage points, reflecting sustained demand from high-net-worth individuals [3] Policy Impact - The September 5 policy is viewed as a timely intervention that not only reduces the economic burden on buyers but also enhances their confidence in upgrading their living conditions [4] - The ongoing policy support is expected to continue driving market stability and recovery, with improved buyer sentiment likely to sustain the release of demand for upgraded housing [4] - Future policy adjustments may be made to ensure the stable and healthy development of the market, responding to actual market conditions [4]

深圳9·5房地产新政持续释放效能，深房中协的数据显示，第38周（9月15日~9月21日），深圳住宅市场 呈现出二手房录得量高位运行、新房环比跃升的特征。其中，新房成交969套，环比增长10%。 值得关注的是，9月以来，500万~800万的改善型房产成交占比明显提升，对比8月提升了3个百分点， 改善型需求积极释放。 1500万元以上豪宅成交占比提升2.6% 9·5新政落地第三周，深圳的新房市场交出了亮眼答卷。数据显示，全市新房（含预售+现售）周成交 969套，环比前一周增长10%，延续了新政以来稳中有升的态势。 乐有家研究中心的数据显示，上周，深圳1500万元以上豪宅房源成交占比显著增长，提升2.6个百分 点，达到相对高位。此外，500万元~800万元，800万元~1000万元改善型房源成交占比也相对有所增 长。其中，9月以来，500万元~800万元的改善型房产成交占比明显提升，对比整个8月提升了3个百分 点，改善型住房需求积极释放。 市房地产中介协会的专家认为，分区优化调整居民购房相关政策与个人住房信贷政策，被普遍认为是对 楼市影响较大的措施，说明新政在核心调控方向上贴合市场需求，政策设计具备较强的针对性与实 ...

Core Insights - The Shanghai real estate market showed a continued recovery in the first half of 2025, driven by strong performance in the high-end residential and land markets, following the implementation of various policies such as "Hu Jiu Tiao" and "Hu Qi Tiao" [1][2] Group 1: Housing Market Performance - In the first half of 2025, Shanghai's total housing transactions reached 13.11 million square meters, a year-on-year increase of 17%, marking the highest level for the same period since 2022 [1] - The new housing market saw 3.26 million square meters sold, remaining stable year-on-year, while the second-hand housing market recorded 9.85 million square meters (116,000 units), a 24% increase year-on-year [1] - High-end residential projects performed exceptionally well, with 1,096 units sold at prices of 30 million yuan and above, totaling 55.3 billion yuan in transaction value [1] Group 2: Land Market Dynamics - The land market in Shanghai saw a total transaction area of 2.15 million square meters in the first half of 2025, a 13% increase compared to the same period in 2024 [2] - The total land transfer revenue reached 67 billion yuan, reflecting a 51% increase year-on-year, indicating a rise in both supply and demand for high-quality land [2] - The increase in land supply and prices suggests a significant rise in the availability of premium plots, supporting the construction of high-quality housing [2] Group 3: Market Outlook - The positive performance of the Shanghai real estate market indicates the effective release of various purchasing policies and strong buyer demand [2] - Experts believe that the current purchasing policies are the best in history, and the supply-demand relationship has undergone effective adjustments, which will further promote market development in the second half of the year [2]

Core Insights - The real estate market in China maintained a stable trend in May, with the new housing market showing notable performance, as indicated by the average price of new residential properties in 100 cities rising to 16,815 yuan per square meter, a month-on-month increase of 0.30% and a year-on-year increase of 2.56% [1] - Major cities like Shanghai and Guangzhou led the price increases due to the introduction of quality improvement projects, with prices rising by 1.47% and 1.25% respectively [1][2] - The increase in housing prices is supported by a series of financial policies that lowered housing provident fund loan rates and the 5-year LPR, effectively reducing the cost of home purchases and stimulating demand [1][4] Market Performance - In May, core cities such as Beijing, Shanghai, and Guangzhou saw significant increases in new home transaction volumes, with Beijing recording 3,917 transactions (up 14% month-on-month and 38% year-on-year), Shanghai achieving 620,000 square meters sold (up 20% month-on-month and 24% year-on-year), and Guangzhou with 6,572 transactions (up 32% month-on-month and 26% year-on-year) [2] - The performance of high-end and improvement projects in core cities was particularly strong, with "daylight discs" frequently appearing, indicating a sustained increase in buyer interest [2][3] Future Outlook - The market is expected to maintain a loose policy environment in June, with local governments focusing on the implementation of special bonds and land storage, which may enhance market recovery [4] - The overall real estate market has shown signs of stabilization since the fourth quarter of last year, improving supply-demand relationships and boosting market confidence, with low home purchase costs and supportive policies indicating a promising outlook for June [4]

Investment Rating - The report does not explicitly state an investment rating for the real estate industry Core Insights - The real estate sector in A-shares and Hong Kong has experienced declines, with A-share real estate down by 1.5% and Hong Kong real estate down by 4.6% during the week of April 5-11 [2] - The average premium rate for land transactions remains high at 11%, despite a significant week-on-week decline in land transaction volume by 51% [2][29] - New housing transactions have decreased due to holiday effects and the pace of new launches, with a week-on-week decline of 35% across 47 cities [3][34] - The second-hand housing market shows resilience with a week-on-week increase of 9% in transactions across 22 cities [3][42] - The necessity for real estate stimulus has increased due to tariff impacts, with the potential for policy measures to be introduced in late April [4][13] Summary by Sections Market Overview - The A-share real estate sector ranked 6th among all sectors with a decline of 1.5%, while the Hong Kong real estate sector ranked 5th with a decline of 4.6% [2][18] - The property service index in Hong Kong fell by 2.5%, outperforming the Hang Seng China Enterprises Index and the CSI 300 Index by 4.9% and 0.4%, respectively [23] Land Transactions - In the week of April 5-11, the total area of residential land sold in 300 cities was 276 million square meters, reflecting a 51% decrease week-on-week and a 43% decrease year-on-year [2][29] - Cumulatively, from the beginning of 2025, the total area of residential land sold reached 9,554 million square meters, with a year-on-year increase of 1% [29] New Housing Transactions - New housing sales across 47 cities totaled 283 million square meters, with a week-on-week decline of 35% and a year-on-year decline of 6% [3][34] - First-tier cities saw a week-on-week decline of 39% in new housing transactions [34] Second-hand Housing Transactions - Second-hand housing transactions across 22 cities totaled 272 million square meters, with a week-on-week increase of 9% and a year-on-year increase of 23% [42] - First-tier cities experienced a year-on-year increase of 30% in second-hand housing transactions [42] Policy and Stimulus - The report highlights the need for stimulus measures in the real estate sector due to increased tariffs, with potential policy implementations expected following the political bureau meeting at the end of April [4][13] - Various cities are conducting research and preparing policies to stabilize the real estate market [14] Market Dynamics - The average absorption rate for new projects in March reached 45%, with significant increases in cities like Beijing, Shanghai, and Chengdu [5][15] - Strong product quality is identified as a key factor driving market interest, particularly in core urban areas [5][15] Investment Recommendations - The report suggests focusing on companies with strong product offerings and land acquisition capabilities, particularly in first-tier and core second-tier cities [6] - Recommended companies include Binjiang Group, China Overseas Development, and Jianfa International Group, along with their respective property management firms [6]