每经记者｜陈荣浩 每经编辑｜金冥羽 陈梦妤 争取今年上半年敲定。 深圳楼市迎来新年首个观察窗口期。 自2025年8月以来，深圳市龙华区民治街道鹏宸云筑西区地块的多栋房源陆续加推，刚需购房者陈磊在中介推荐下，趁元旦假期前往项目看房。 陈磊告诉《每日经济新闻》记者（以下简称每经记者），目前一家五口人租住在宝安沙井片区套内面积约50平方米的小三居室，房屋略显拥挤，且对学位 需求也愈发迫切，过去大半年断断续续在看房。 "我们是500万元以内的预算，之前主要在看龙华和宝安两大片区的新房，但一直没有选定合适房源。"陈磊提到，去年2月差一点就"上车"了，即龙华片区 中洲迎玺82平方米房源，当时总价约411万—457万元，折合单价约4.97万—5.57万元/平方米。但因抢购人数太多，未能选到合适的房源。 2026年1月1日，每经记者陪同陈磊实地探访了鹏宸云筑、联发臻著雅居、招商雍境二期名邸等多个楼盘。其中，鹏宸云筑和招商雍境均为加推房源，联发 臻著雅居正陆续交房，仅剩几套尾房。 看房大半年依然纠结 陈磊的购房经历，也是当下不少刚需购房者的缩影。 据陈磊描述，他在福田梅林片区上班，爱人在南山科技园上班，目前双方都已缴满7年社保 ...

Core Viewpoint - The recent land auction in Shenzhen's Qianhai Guiwan area resulted in a record high premium of 86.1%, with the winning bid of 21.55 billion yuan for a small residential plot, indicating strong competition and optimism among developers in the region [1][2][3]. Group 1: Land Auction Details - The plot has a building area of 25,600 square meters and was sold at a floor price of approximately 84,000 yuan per square meter, surpassing previous records in Shenzhen [1]. - The auction attracted 12 competitors, including major developers like China Railway, Poly Real Estate, and China Overseas [1]. - The land is expected to be developed into a low-density residential community, differing from the typical dual-limit policies in the area, allowing for flexible pricing strategies for developers [1][3]. Group 2: Market Analysis - The overall land market in Shenzhen has shown a mixed performance, with a 40.9% decrease in transaction area but an 11.8% increase in transaction value in the first half of 2025 compared to the previous year [4]. - Despite a lack of large land supply, smaller plots are still attracting competitive bids, indicating a cautious optimism among developers [5][6]. - The current residential market in Shenzhen is characterized by low supply and inventory levels, with new housing supply down 28.6% year-on-year in the first half of 2025 [8]. Group 3: Sales Performance - In June 2025, the number of new residential sales in Shenzhen increased by 3.6% month-on-month, with a notable rise in existing home sales, reflecting changing buyer preferences [9]. - The market is currently in a cooling phase, with a predicted consolidation period following the release of pent-up demand from previous policy incentives [9].

Group 1: Real Estate Market Performance - During the "May Day" holiday, new home subscription area in 19 key cities decreased by 4% year-on-year, indicating a slightly subdued real estate market performance [1] - In Beijing, the number of second-hand residential transactions in April increased by 16.59% year-on-year, despite a 19.05% month-on-month decline, reflecting the resilience of the market due to policy easing [2] - The overall listing price of second-hand homes in Beijing slightly decreased by 0.7% month-on-month and 2.9% year-on-year, with buyers holding negotiation advantages [2] Group 2: Corporate Financial Activities - Jianfa Co. successfully issued 1 billion yuan in medium-term notes with a maturity date set for December 31, 2099, aimed at optimizing its debt structure and enhancing liquidity for supply chain operations [3] - Zhengrong Real Estate's controlling shareholder appointed joint liquidators, which reflects deeper challenges related to debt risks and governance structures in the real estate sector, although the board believes it will not impact the group's operations [4] Group 3: Land Transactions - The Shanghai Planning and Natural Resources Bureau announced the agreement for the sale of land parcels on Huaihai East Road for a total of 7.327 billion yuan, with a total land area of 33,000 square meters, indicating a shift towards avoiding past "land king" premium risks [5]