Core Insights - The Shanghai new housing market is expected to perform better in October compared to the same period last year, driven by favorable policies, seasonal sales peaks, and structural market dynamics, with new home transaction prices remaining stable [1][9] - The recent "8.25 housing policy" has positively impacted the market, leading to a significant increase in new home transactions during the National Day holiday, with a total of 988 units sold, representing a 72% increase year-on-year [3][5] - The market sentiment has improved, with developers actively launching new projects to boost sales, particularly in the outer ring areas where there is a notable price discrepancy between new and second-hand homes [5][6] Market Performance - During the first six days of the National Day holiday, new home sales in Shanghai reached 988 units, an increase of 412 units compared to the previous year [3] - The supply of new homes increased by 70.75% week-on-week before the holiday, with 27.81 million square meters of new projects entering the market [5] - The majority of new projects launched during the holiday were located in the outer ring areas, indicating a shift in buyer interest towards these regions [6][9] Future Outlook - Economists predict that the Shanghai housing market will stabilize and recover by the first half of next year, with new home sales expected to maintain a "steady upward trend" [1][9] - The second-hand housing market is currently in a mild adjustment phase, but there may be marginal improvements in transaction volumes due to price reductions on urgent sales [1][9] - The overall market confidence is bolstered by the recent policy effects, which have laid a solid foundation for future recovery in the housing market [9]

合肥市住房保障和房产管理局在9月30日发布《关于促进房地产市场平稳健康发展的通知》，提出优化 住房公积金贷款政策、持续推进"好房子"建设等十项举措，进一步满足居民刚性和改善性住房需求。 同日，武汉市住房和城市更新局等五部门发布《关于进一步促进我市房地产市场平稳健康发展政策措施 的通知》，明确加大刚性住房需求补贴力度、提高住房公积金贷款额度、阶段性调整住房公积金贷款套 数认定标准等八条措施。 中指研究院指数研究部总经理曹晶晶表示，上述武汉发布的八条措施进一步促进购房需求释放。叠 加"品质生活乐购好房"2025湖北金秋购房季活动，有效吸引了购房者关注，助力市场活跃度提升。高品 质项目售楼处到访量大幅增加，热度相对较高。 "国庆中秋节前各地积极出台有力措施，政策主要集中在房票安置、提高住房公积金贷款额度或支持用 作首付、针对多孩家庭或年底前购房等推出购房补贴、推出'好房子'标准等方面。武汉、合肥等地则出 台一揽子政策，推出购房节或房展会等。"广东省城乡规划院住房政策研究中心首席研究员李宇嘉分析 称，政策红利与开发商促销策略共同推动市场交易，国庆中秋"双节"假期期间市场整体呈向好态势。 10月9日，南京住房公积金管理 ...