智通财经记者 | 王婷婷 上海高端住宅市场依然一枝独秀。 9月14日，楼市"金九"第二个周日，位于虹口内环内的外滩瑞府首期开盘，119套房源当日售罄，录得销 售额超24.8亿元。"现场选房氛围比较好，购房者的认购热情还是挺OK的，选房时间很快，也不是很纠 结。"外滩瑞府项目负责人告诉智通财经。 上述项目负责人向智通财经表示，"（选房）大概30秒一组，共200多组客户。直到认购完，差不多用了 一个小时。" 据智通财经了解，该项目首开均价14.78万元/平方米，推出119套建筑面积约121平方米和建筑面积161平 方米的3-4房。开盘前，项目整体认购组数超200+组，认购率约168%，触发限售。 从地理位置来看，项目位于虹口区北外滩核心区，东至九龙路，南至哈尔滨路，西至吴淞路，北至 hk191A - 05 地块，距离地铁10号线四川北路站直线约400米，直线距离外滩约1公里。 外滩瑞府开盘现场。 去年11月，在上海第七批次土拍中，华润置地斥资51.36亿元竞得该项目地块，楼面价达到92933元/平方 米，溢价率约11.97%。该地块共吸引3家房企竞争，分别是华润置地、中海地产、招商蛇口，三家央企 开发商中，最终华 ...

在"金九银十"关键节点到来之际，一线城市再一次推出楼市优化政策，市场活跃度也有所好转。 以刚刚推出楼市新政的深圳为例，深圳将罗湖、宝安西乡街道移出核心限购区，还放宽了企事业单位的 购买资格。深圳贝壳研究院最新公布的数据显示，楼市新政后首个周末（9月6日至9月7日），罗湖二手 房签约量较前一周末翻倍，宝安区二手房签约量增幅也达到69%。 随着北京、上海和深圳这三座一线城市纷纷优化房地产政策，楼市筑底企稳的信号进一步加强。综合各 地政策出台后市场运行和先行指标等情况来看，随着市场走出成交淡季，叠加优化政策措施助力，今年 的楼市"金九银十"和三季度市场成色可期。 不过，记者在走访时发现，购房者对楼市的"信心重建"仍需时间，"买涨不买跌"心态使得购房者决策周 期延长，市场观望情绪持续。也有购房者反映，每当政策出台的初期，市场往往出现"脉冲式回暖"或 者"间歇性反弹"，但更希望政策推动的市场回暖能够具备"持续性"。 回顾北京、上海和深圳本轮推出的楼市新政，限购松绑成为新政的重要内容。而且，三座城市的限购政 策调整定位，都是锚定成交及库存集中区域，从而放出了大量"房票"。原有的限购措施在一定程度上制 约了居民住房条件的改 ...

Core Viewpoint - The Shanghai real estate market has been revitalized following the introduction of new policies aimed at reducing housing purchase restrictions and optimizing housing credit, leading to a significant increase in transaction volumes and market confidence [1][2][4]. Policy Changes - The new policies, referred to as "沪六条," include six measures such as reducing housing purchase limits, increasing housing provident fund loan limits, allowing provident funds to be used for down payments, and unifying mortgage rates for first and second homes [1][2]. - The policies were implemented on August 25, 2023, and have already shown positive effects on the market, particularly in areas outside the city center where purchase restrictions have been lifted [1][4]. Market Response - In the week following the policy announcement, the transaction volume of new residential properties in Shanghai reached 11.34 million square meters, a 35.25% increase compared to the previous week [2]. - Several new projects launched during this period experienced high demand, with some achieving full sales on the first day of opening [1][3][5]. Developer Strategies - Developers are actively launching new projects to capitalize on the policy changes, with many new properties entering the market in anticipation of the traditional sales peak in September [3][4]. - Companies like Poly Developments and China Merchants Shekou have reported significant sales figures, with some projects achieving over 95% sales on opening day [4][5]. Market Segmentation - The new policies have positively impacted both first-time buyers and those looking to upgrade their homes, leading to increased interest across various market segments, including luxury properties [2][4]. - The luxury market is also responding, with several high-end projects preparing for launch, indicating a competitive environment as developers aim to attract buyers [8][9][17]. Future Outlook - As the "金九银十" (Golden September and Silver October) sales season approaches, the market is expected to remain active, with developers adjusting their strategies to meet the anticipated demand [8][17]. - The overall sentiment in the market is optimistic, with expectations of increased transaction volumes and stable prices as confidence returns [8][17].

二手房成交及挂牌：上周20城二手房成交面积为193.12万方，本年累计二手房成交面积为7580.61万方， 累计同比+15.3%。20城近四周平均成交面积为195.07万方，同比+2.7%，环比-0.2%。截至2025/8/18全 国城市二手房出售挂牌量指数为12.14，环比-2.4%，挂牌价指数为152.79，环比-0.1%。 土地市场成交：上周100大中城市新增供应住宅类土地数量为91宗，成交住宅类土地数量为25宗，新增 供应商服类土地数量为109宗，成交商服类土地数量为45宗。近四周100大中城市平均住宅类土地成交数 量/供应数量为0.53，平均商服类土地成交数量/供应数量为0.54。近四周100大中城市成交住宅类土地楼 面均价为5103.75元/平方米，溢价率为3.68%，环比-0.94pct，成交商服类土地楼面均价为1759.5元/平方 米，溢价率为0.62%，环比-0.19pct。 风险提示：政策不及预期，行业销售不及预期，收储进度不及预期，市场情绪极端避险。 智通财经APP获悉，中邮证券发布研报称，根据中指院数据，2025年1-8月，TOP100房企销售总额为 23270.5亿元，同比下降13. ...

Core Viewpoint - The recent policy adjustments in Shanghai's real estate market aim to stabilize and promote growth, responding to the central government's call for effective measures to support the housing sector [2][8]. Group 1: Policy Adjustments - The new policy includes changes to housing purchase limits, optimizing housing provident fund policies, and improving personal housing loan mechanisms [2][5]. - Single individuals will now have the same purchasing qualifications as families, allowing them to buy homes without restrictions in areas outside the outer ring [3][4]. Group 2: Housing Provident Fund and Loan Policies - The maximum loan amount for housing provident funds has been increased, with first-time buyers now eligible for up to 1.84 million yuan, and families with multiple children can access up to 2.16 million yuan [5]. - The policy allows for the extraction of housing provident funds for down payments without affecting loan limits, and the interest rate mechanism for personal housing loans will no longer differentiate between first and second homes [5][7]. Group 3: Market Impact and Expectations - Analysts expect the new policies to alleviate market anxiety and stimulate demand, particularly during the traditional sales season of "Golden September and Silver October" [6][8]. - The removal of interest rate differentiation for first and second homes is anticipated to significantly lower monthly payments for second homes, enhancing affordability and encouraging market activity [7][9].