9月份，刚需小区仍然是市场成交主力，并有扩张态势。 二手住宅成交量TOP20榜单中，近远郊刚需盘占大头：有13个上榜小区网签单价在"1字头"（包括1万元/㎡以内）。 杭州贝壳研究院数据统计，9月杭州二手房共6377套房源网签，同比去年9月的6033套涨幅约5.7%。 这13个小区，分布在闲林、南部新城、青山湖科技城、大江东等板块，而青山湖科技城的越秀星汇城和中天珺府网签均价更是低至八九千元，9 月份成交套数分别为23套、16套，本月下沙没有小区入榜。 | | | | 2025年9月二手房网签量TOP20小区 | | | | | --- | --- | --- | --- | --- | --- | --- | | | | 商圈 | Books (三) | 图片: 201 元/平米 | | | | 1 | 江湘云庐 | 南部卧城 | 29 | 1565 | -6% | -4% | | 2 | 成秀星汇城 | 青山湖科技城 | 23 | 8762 | -12% | -6% | | 3 | 中天珺府 | 青山湖科技城 | 16 | વેત્રર | 45% | -10% | | 4 | 绿城蓝庭 | 乐湖 | 14 ...

2025年国庆期间，全国二手房市场呈现"政策仍在释放利好、旅游分流影响、城市分化加剧"的复杂态势。根据全国60个重点城市监测数据显示，国庆期间 二手房日均找房热度为126.05，较2024年同期下降10.54%，较2023年下降16.60%，整体延续调整态势；但与国庆前30天日均热度130.99相比，仅下降 3.77%，降幅相对可控，市场情绪趋于稳定。 市场表现的背后是多重因素交织作用的结果。一方面，国庆前后各地密集出台的购房补贴、限购放松、房企自持商品住房转售等政策，从需求端和供给端 同时发力，有效提振了市场信心；另一方面，国庆假期旅游出行分流了部分购房客户资源，对短期市场活跃度形成一定抑制。在此背景下，中介机构各种 营销策略手段、政策窗口期营销、线上线下联动等多种手段促进交易，部分城市在政策红利释放下实现了环比增长。 值得关注的是，城市间分化趋势明显。一线城市和新一线城市展现出更强的市场韧性，其中广州、重庆等城市表现尤为突出，其中一线城市中广州实现了 8.89%的同比增长；新一线城市中重庆以15.20%的增长率领跑全国。相比之下，二线和三四线城市调整压力仍然较大，特别是南通、咸阳等城市降幅超过 30%，市 ...

Core Viewpoint - The recent interest rate cuts by the Federal Reserve and subsequent monetary easing measures in China are expected to positively impact the second-hand housing market in Hefei, leading to a potential stabilization and recovery in property prices [2][9]. External Policy Support - The Federal Reserve's interest rate cut has narrowed the interest rate differential between China and the U.S., providing an opportunity for international capital to reallocate towards Hefei's real estate market, which is seen as a promising investment destination [2][3]. - The expectation of a weaker U.S. dollar and stronger Chinese yuan may attract overseas investors to Hefei's real estate, particularly in core areas like the Government Affairs District and Binhu District, enhancing market confidence [2][3]. Domestic Interest Rate Dynamics - The anticipated decline in domestic mortgage rates, particularly the Loan Prime Rate (LPR) potentially dropping to the 2%-3% range, is expected to stimulate demand in the second-hand housing market [3][4]. - For buyers, a reduction in mortgage rates from 3% to 2.5% could lower monthly payments significantly, making home purchases more affordable and encouraging entry into the market [3][4]. Market Fundamentals - Hefei's strong urban fundamentals, including continuous population inflow and persistent housing demand, particularly in well-developed districts, are crucial for supporting the second-hand housing market [5][9]. - Unlike third and fourth-tier cities facing high inventory pressures, Hefei's market is experiencing a temporary emotional downturn, with core areas likely to see price stabilization and potential recovery as demand is activated by lower interest rates [5][9]. Practical Guidance for Buyers and Sellers - For first-time buyers, the current environment presents a favorable opportunity to purchase homes at lower costs, with ample listings available [7][10]. - Sellers in non-core areas should consider selling during this window of opportunity to avoid further losses, while those in prime locations may benefit from waiting for a more stable market next year [7][10]. Conclusion - The Hefei second-hand housing market is showing signs of stabilization due to external and internal factors, but a full recovery will require patience and monitoring of economic fundamentals and policy implementations [8][9].

上海二手房市场分析 成交套数：2,808套（周环比：-16.2%） 成交面积：258,902.69㎡（周环比：-14.8%） 套均面积：92.0㎡/套 近四周平均成交：3,150套/周 北京二手房市场分析 市场分析 北京二手房市场近期呈现明显回调态势。2025年9月第二周（9.8-9.14）成交2,808套，环比下降16.2%，延续了前两周的下行趋势。值得注意的是，6周内 成交量从3,350套的高点连续两周回落至2,808套，累计降幅达16.2%。套均面积稳定在91-94㎡区间，显示市场需求结构保持稳定。成交面积同步下滑 14.8%，与成交量收缩幅度基本匹配。当前市场已进入传统"金九银十"旺季，但连续两周的显著回调需警惕季节性因素外的市场动能减弱信号。建议持续 关注后续成交量能否企稳回升。 最新完整周度数据（2025-09-08至2025-09-14）： 市场分析 2025年9月第二周上海二手房市场成交4,476套，环比下降4.5%，延续近6周"三连涨后回调"趋势。值得注意的是，套均面积稳定在82-83㎡区间，显示刚需 产品仍为市场主力。虽然本周成交量较峰值（8月最后一周4,685套）有所回落，但整体仍维持在 ...

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。 其中 罗湖表现尤为突出 增幅高达109% 据深圳贝壳研究院消息 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% 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： 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。 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 ...

Core Insights - The report provides an overview of the second-hand housing listing prices across various districts in multiple cities, highlighting both the average prices and the month-on-month percentage changes in these prices. Price Overview - Beijing's average listing price is 42,410 CNY/m², with a month-on-month increase of 3.5% [1] - Guangzhou's average listing price is 32,488 CNY/m², showing no change month-on-month [2] - Shenzhen's average listing price is 55,407 CNY/m², reflecting a month-on-month increase of 0.8% [3] - Chengdu's average listing price is 13,076 CNY/m², with a month-on-month increase of 1.4% [4] - Hangzhou's average listing price is 30,167 CNY/m², with no change month-on-month [6] - Nanjing's average listing price is 19,963 CNY/m², with a month-on-month decrease of 1.1% [7] - Shenyang's average listing price is 7,829 CNY/m², with a month-on-month increase of 0.4% [8] - Suzhou's average listing price is 15,977 CNY/m², with a month-on-month increase of 2.1% [9] - Tianjin's average listing price is 14,405 CNY/m², with a month-on-month increase of 0.9% [10] - Wuhan's average listing price is 11,373 CNY/m², with a month-on-month decrease of 2.6% [12] - Changsha's average listing price is 8,774 CNY/m², with a month-on-month increase of 1.5% [14] - Zhengzhou's average listing price is 9,794 CNY/m², with a month-on-month decrease of 1.5% [15] - Chongqing's average listing price is 8,895 CNY/m², with a month-on-month increase of 1.1% [16] Regional Price Changes - In Beijing, the highest price is in the West City District at 121,244 CNY/m², while the lowest is in the Daxing District at 32,515 CNY/m² [1] - Guangzhou's highest price is in the Tianhe District at 55,116 CNY/m², while the lowest is in the Conghua District at 9,191 CNY/m² [2] - Shenzhen's highest price is in the Nanshan District at 72,020 CNY/m², while the lowest is in the Yantian District at 23,934 CNY/m² [3] - Chengdu's highest price is in the Jinjiang District at 22,075 CNY/m², while the lowest is in the Qingbaijiang District at 6,094 CNY/m² [4] - Hangzhou's highest price is in the West Lake District at 38,366 CNY/m², while the lowest is in the Xiaoshan District at 27,811 CNY/m² [6] - Nanjing's highest price is in the Xuanwu District at 35,428 CNY/m², while the lowest is in the Liuhe District at 9,190 CNY/m² [7] - Shenyang's highest price is in the Heping District at 10,152 CNY/m², while the lowest is in the Sujiatun District at 5,568 CNY/m² [8] - Suzhou's highest price is in the Gusu District at 31,128 CNY/m², while the lowest is in the Wujiang District at 13,819 CNY/m² [9] - Tianjin's highest price is in the Nankai District at 58,047 CNY/m², while the lowest is in the Wuqing District at 9,287 CNY/m² [10] - Wuhan's highest price is in the Jianghan District at 14,892 CNY/m², while the lowest is in the Huangpi District at 6,917 CNY/m² [12] - Changsha's highest price is in the Tianxin District at 9,561 CNY/m², while the lowest is in the Wangcheng District at 7,571 CNY/m² [14] - Zhengzhou's highest price is in the Jinshui District at 16,297 CNY/m², while the lowest is in the Huiji District at 10,232 CNY/m² [15] - Chongqing's highest price is in the Yuzhong District at 11,193 CNY/m², while the lowest is in the Banan District at 7,902 CNY/m² [16]

Core Viewpoint - The recent policy document emphasizes the shift from government-led demolition to resident-driven renovation of old housing, indicating a significant change in urban development strategy [1][2][3]. Group 1: Policy Changes - The document explicitly states support for "self-renovation of old housing and original demolition and reconstruction" [2]. - This marks the end of an era where demolition was seen as a path to wealth, as the government is no longer taking full responsibility for housing redevelopment [3][4]. Group 2: Financial Implications - Local government debt has exceeded 52 trillion yuan, averaging nearly 40,000 yuan per person, limiting the government's ability to fund demolitions [6]. - Residents will now be responsible for funding renovations, which raises questions about fairness in using taxpayer money for upgrading old properties [7][8]. Group 3: Community Dynamics - The success of renovation projects depends heavily on the residents' willingness and ability to contribute financially, as seen in a case where residents collectively funded a significant portion of the renovation costs [9][11]. - Communities with higher resident cohesion and similar economic conditions are more likely to succeed in renovation efforts, while those with diverse opinions may struggle [15]. Group 4: Real Estate Value Shift - The value of properties is transitioning from being primarily determined by land characteristics to being influenced by management quality and community dynamics [17]. - Future property evaluations should consider factors such as elevator upgrades, the functioning of homeowners' associations, and recent maintenance plans [19][21]. Group 5: Future Outlook - The future of old residential areas will likely involve either self-occupation or rental, as the dynamics of property ownership evolve [22]. - The fate of real estate is increasingly in the hands of active and engaged residents, highlighting the importance of community involvement in property value [23].

Market Overview - The Beijing second-hand housing market has shown signs of recovery, with transactions reaching 3,136 units from August 18 to August 24, marking a week-on-week increase of 10.2%, the highest in six weeks [4][5] - The Shanghai second-hand housing market has also experienced a mild rebound, with 4,335 units sold during the same period, reflecting a week-on-week growth of 2.4% [8][10] - The Shenzhen second-hand housing market is stabilizing, with 1,003 units sold, a week-on-week increase of 2.5% [13][14] - The Hangzhou second-hand housing market is undergoing a slight adjustment, with 1,123 units sold, a week-on-week decrease of 3.1% [17][18] - The Chengdu second-hand housing market is showing significant recovery, with 3,565 units sold, a week-on-week increase of 12.9% [20][21] Transaction Data - Beijing: 3,136 units sold, average unit size at 92.0㎡, total transaction area of 288,947.22㎡ [5] - Shanghai: 4,335 units sold, average unit size at 82.0㎡, total transaction area of 356,506.67㎡ [10] - Shenzhen: 1,003 units sold, average unit size at 98.0㎡, total transaction area of 98,782.51㎡ [14] - Hangzhou: 1,123 units sold, average unit size at 105.0㎡, total transaction area of 118,015.00㎡ [18] - Chengdu: 3,565 units sold, average unit size at 94.0㎡, total transaction area of 336,219.40㎡ [22] Market Trends - Beijing's market is experiencing a "V-shaped" recovery, indicating a significant increase in market activity [4] - Shanghai's market shows a trend of increasing transactions, although still below peak levels [8] - Shenzhen's market is characterized by a gradual recovery, with signs of bottoming out in transaction volumes [13] - Hangzhou's market is in a seasonal adjustment phase, with a focus on larger unit sales [17] - Chengdu's market is approaching previous peak levels, indicating strong demand [20]

Core Insights - The Shenzhen second-hand housing market showed a positive recovery trend in August, with a recorded 1,265 transactions in the 33rd week, representing a 4.0% week-on-week increase, marking three consecutive weeks of growth [1] - The transaction structure indicates a shift in buyer preferences, with popular areas being Longgang Central City, Nanshan Qianhai, and Longgang Shuangcheng, recording 49, 43, and 41 transactions respectively [3] - The market is witnessing a significant interest in second-hand homes, particularly those priced below 3 million yuan, which accounted for 29.1% of transactions, up 2.5 percentage points from July [3][4] Market Activity - Data from multiple real estate platforms indicate increased market activity, with a 47% year-on-year rise in second-hand residential contracts from August 1 to 17 [3] - The Beike Research Institute reported a 26.3% increase in second-hand home transactions in the last week, with viewings also rising by 16% [3] - The total number of effective second-hand housing listings in Shenzhen was 76,399 as of August 18, showing a slight decrease of 92 listings from the previous week, indicating a potential improvement in supply-demand dynamics [4] Buyer Preferences - There is a growing interest in "new second-hand" homes, typically 5 to 10 years old, due to their price advantages and the absence of waiting for handover [4] - The price drop in many recently launched second-hand housing projects has created a "price inversion" phenomenon, making them more attractive compared to new homes [4] - The market continues to exhibit a trend of "price for volume," but prices for new second-hand homes have shown signs of recovery, reflecting differentiated performance among various property types [4]

Group 1 - The core viewpoint indicates that while the second-hand housing market in key cities is experiencing a mild adjustment, the overall recovery trend remains intact [3] - In Beijing, the second-hand housing transactions for the week of August 11-17, 2025, totaled 2,845 units, reflecting a 3.9% decrease from the previous week, with a transaction area of 260,000 square meters, down 5.1% [3] - Shenzhen's second-hand housing market has shown stability with an average monthly transaction volume exceeding 5,000 units in the first half of the year, while Guangzhou's transaction numbers and areas increased by 12.98% and 13.31% year-on-year, respectively [4] Group 2 - Multiple cities have introduced new policies since August to reinforce the stability of the real estate market, such as Shenzhen's cancellation of the "70/90 policy," which will increase the supply of larger units [4] - The current recovery in transactions is partly attributed to homeowners adopting a "price for volume" strategy, with some properties in Beijing seeing price reductions of nearly 10% compared to the same period last year [4] - Despite the increase in transaction volume, there remains downward pressure on prices, with 68 out of 70 major cities reporting a month-on-month decline in second-hand housing prices [7][9] Group 3 - The market is currently in a phase of "policy-driven recovery" and "internal structural adjustment," suggesting that short-term data fluctuations should not be over-interpreted [11] - Recommendations for policy deepening include further loosening purchase restrictions, lowering down payment ratios, and increasing the supply of high-quality housing [11] - The government is encouraged to implement a long-term mechanism to ensure the stability of the real estate market, focusing on both demand and supply sides [11]