| 商品房数据统 | | --- | | 2025年7月存量房网上签约 | | | --- | --- | | 网上签约套数: | 14526 | | 网上签约面积(m²)： | 1279896.0300 | | 住宅签约套数: | 12784 | | 住宅签约面积(m2): | 1180633.8000 | | 可售期房统计 | | 2025 年7月预售许可 | 2025/8/26月 | | --- | --- | --- | --- | | 可售房屋套数: 95899 | | 批准预售许可证: 8 | 网上认购: | | 可售房屋面积(M2):8026301.1300 | | 批准预售面积(M-):220282.8600 | 网上认购面积( | | 其中 住宅套数: | 43080 | 其中 信言意数: 1433 | 其中 住宅 | | 面积(M2): 5696599.6000 | | 面积(M2): 189478.5700 | 商科( | | 商业单元: 364 | | 商业单元: 0 | 商业 | | 面积(M2): 196252.4300 | | 面积(M-): 0.0000 | 面积( | | 办 ...

去年下半年，我遇到了一位从业二十多年的老房产中介李师傅。他嘴里叼着烟，坐在中介门店的沙发上，眼神透着几分沧桑。"小伙子，这行情啊，我看透 了。"他吐了个烟圈，缓缓说道，"现在的楼市，跟十年前完全不一样了。" 那天聊了两个多小时，李师傅的一句话让我印象深刻："现在买房，二手房可能是更明智的选择。"当时我还半信半疑，直到最近几个月的楼市数据出来，我 才恍然大悟——这位老师傅的话，或许真的道出了当下楼市的新变化。 就在昨天，我收到了朋友小王的电话。"老哥，我准备在明年初买房，你给点建议吧。"作为一个长期关注楼市的自媒体人，这类咨询我已经收到太多了。但 是，2025年的楼市，确实和以往大不相同。 2024年底到2025年初，全国房地产市场迎来了一个微妙的变化。数据显示，今年1-7月，全国50个主要城市二手房成交量同比增长11.2%，而新房成交量却同 比下降3.7%。这个数据背后，藏着什么玄机？ 先看看我们所处的大环境。从2022年起，全国各地出台了不少楼市松绑政策，包括下调首付比例、降低房贷利率、放宽限购等等。这些政策本来是为了提振 新房市场，但市场反应却不如预期。到了2025年，新房价格虽然没有大幅下跌，但在很多城 ...

上周末，老同学的乔迁新居宴，觥筹交错间，房子这个永恒的话题再次占据了中心。我那套2019年耗资 680万购入的三居室，如今市场估价已跌至580万，这位昔日同窗的一句"看来我是在高点上车啊"，道出 了不少人心底的无奈。 席间，一位深耕房地产销售的朋友不禁吐露心声："现在卖房确实不易。我们项目开盘时价位是3万一 平，降至2.6万也鲜有人问津。"他话锋一转，提及了马云最近关于房地产市场演变的最新看法，预示着 房产领域或将迎来新的变革趋势。 作为长期潜心研究房地产市场的自媒体人，我对这一话题的敏感度不言而喻。当晚回家，我便立即搜罗 相关资料，深入剖析当前楼市的现状及未来可能的发展脉络，今日，我将与诸位分享我的研究心得与深 度思考。 高点"上车"的迷思：房地产市场新格局下的居住真相 冰冷数据下的市场脉动 1. 居住属性回归，投资属性退潮： 房产的居住本质将愈发凸显，其投资价值将显著弱化。 2. 城市房价分化，核心区域韧性依旧： 城市间的房价差距将进一步拉大。经济发达、资源集中的核心 城市优质区域，仍将展现出较强的市场韧性；而三四线城市，则可能面临更为严峻的市场调整。 这一论断是否站得住脚？我们不妨从多个维度进行审视。 ...

| 2025年7月存量房网上签约 | | | --- | --- | | 网上签约套数： | 14526 | | 网上签约面积(m²)： | 1279896.0300 | | 住宅签约套数: | 12784 | | 住宅签约面积(m²)： | 1180633.8000 | 北京商报讯(记者王寅浩李晗)北京市住建委官网数据显示，8月25日北京新房网签188套，网签面积18334.17平方米，其中住宅网签117套，网签面积15416.89 平方米；二手房网签680套，网签面积59383.2平方米，其中住宅网签600套，网签面积55342.57平方米。 | 商品房数据统计 | | --- | | 可售期房统计 | | 2025 年7月预售许可 | | 2025/8/25期 | | --- | --- | --- | --- | --- | | 可售房屋套数: | 95420 | 批准预售许可证: | 8 | 网上认购 | | 可售房屋面积(M2):8018784.2200 | | 批准预售面积(M²):220282.8600 | | 网上认购面积( | | 其中 | 43135 | 其中 住宅套数: | 1433 ...

从各能级城市情况看，7月各能级城市二手房与新房市场重合度持续小幅下降。其中，一线、新一线、二线和三四线城市分别比上月回落0.2、0.4、 0.1、0.3个百分点。重合度保持"城市能级越低，重合度越高"的特点。1-7月，新一线城市和二线城市的客群在新房与二手房市场上的重合度均值分别 为12.1%、13.4%，同比收缩0.4和0.2个百分点；而一线城市和三四线城市的重合度分别为8.6%、16.5%，与去年同期基本持平。低能级城市新房供应 充足，二手房又多为次新房，购房者常在价格与品质间权衡；高能级城市新房和二手房在产品、地段、配套、价格等方面差异显著，购房者目标清 晰，重合度因而较低。 一、核心指标 1.一二手房市场重合度 从重合度走势变化来看，7月新房和二手房市场的客户重合度微降0.2个百分点。2025年7月，新房与二手房市场之间的客群重合度为11.8%，环比下降 0.2个百分点，与去年同期基本持平。这表明，两个市场的客群基本保持相对稳定的市场份额比例，且长期低于20%，客群分离度较高。 说明：一二手客户重合度= 市场上同时关注新房和二手房的找房人数÷市场找房总人数，反映新房与二手房市场的客群同质化程度。该比值 ...

Group 1 - The core viewpoint of the article highlights that the Beijing real estate market remains stable one week after the new policy announcement, with an increase in inquiries and viewings for properties outside the Fifth Ring Road [1][2] - The new policy allows eligible families to purchase an unlimited number of properties outside the Fifth Ring Road, which is expected to stimulate demand and improve transaction volumes over time [2][3] - Data from the Lianjia platform indicates that the number of second-hand homes listed in Beijing has increased to 161,850, up from 160,501 on the day the new policy was announced, reflecting a slight uptick in market activity [2][3] Group 2 - The report notes that approximately half of the listed second-hand homes are located outside the Fifth Ring Road, with a slower absorption rate in this area over the past two years, but the new policy may accelerate this process [3] - The Beijing Municipal Commission of Housing and Urban-Rural Development reported that the number of second-hand residential contracts signed in August reached 5,574, a year-on-year decrease of 3.78%, but an increase of 11.55% compared to the first 14 days of July [3][4] - The analysis from the China Index Academy suggests that the new policy aims to boost the market in peripheral areas, which could benefit families looking to purchase retirement or vacation properties, as well as those needing to diversify their real estate assets [4]

其他挂牌的次新房中，也有34套在近一个月内下调了挂牌价。 中介表示："除了沿江的大户型没有成交外，小区还有一批222㎡的五房户型同样暂未有次新房成交。8月份有一套新挂牌的222㎡房源，单价6万出头，总价 1350万元。"其他222㎡的房源挂牌价在都在6.2万元/㎡以上。 交付一个多月后，钱江新城二期的江月望云迎来了首批次新房成交。 记者在贝壳找房app上查询到，目前仅有一套房源的网签记录，成交单价为6.35万元。 潮新闻客户端 记者 楼肖桑 而据中介透露，实际已有四五套房源线下签约，集中在174㎡四房两厅两卫这一户型，成交价格普遍集中在5.7万元~5.8万元/㎡。 "有一套顶楼的174㎡房源，最终以总价1000万元带两个车位成交，算下来单价是5.74万元。"板块内一位资深中介经纪人表示，顶楼算是特殊楼层，新房销 售时单价较低，这套次新房售价和新房价格相比，房东要亏点利息，但谈不上"破发"。 这位中介告诉记者，江月望云174㎡这一户型，除了顶底楼这样的特殊楼层外，其他成交房源的价格在5.9万元~6万元/㎡。 "这些174㎡的户型都是不沿江的，是目前成交的主力，沿江250㎡和255㎡的大户型还一套都没能成交。"中 ...

近两年，上海的老洋房是网络热门话题。在阿里资产交易平台，近期挂牌了一套孤品洋房，起拍价为1.5亿元。引发关注的是，该洋房曾是 《安家》《三十而已》等影视剧取景地。 拍卖信息里明确指出，此项目非司法拍卖，无任何法律纠纷。据红星新闻报道，拍卖公司工作人员表示，房屋成交税费为3%的契税，由买 家承担。房子目前是出租状态，正在做民宿，成功拍下的话可以商量是否解除租约。记者留意到，该标的有租约到2029年，月租金为 67500元。 柳林别业是隐藏在都市中的百年老建筑群，融合了独立花园住宅与新式里弄的独特风格。小区内坐落着10幢独立式花园住宅和一幢联排住 宅，每幢都配有宽敞的露台。拍卖信息显示，这些花园住宅采用砖木结构，是上海市的文物保护建筑。这里曾是多位名人的居所，包括55 号的冯治安旧居、61号的申国权旧居、67号的陈调元旧居以及71号的邵树华旧居。 据上游新闻报道，数据统计，上海市现存的老洋房数量在4000到5000栋之间，其中九成以上已经被收归国有，从2004年开始只租不售。私 有产权大概只有500到600栋，其中产权清晰，可以出售的在200栋以内，而修缮完好且正在挂牌中的只有50栋，仅占总数的1%，成交价均 以 ...

Group 1 - Beijing's new housing market saw 134 new homes registered on August 2, with a total area of 8,967.5 square meters, including 59 residential units covering 7,013.95 square meters [1] - The second-hand housing market recorded 145 transactions, with a total area of 11,900.52 square meters, of which 129 were residential units covering 11,282.88 square meters [1] - As of August 2, 2025, there are 93,866 units available for sale, with a total area of 7,950,521.04 square meters, including 43,873 residential units covering 5,799,353.19 square meters [2] Group 2 - The number of unsold units stands at 229,901, with a total area of 12,585,873.17 square meters, including 31,369 residential units covering 3,807,012.91 square meters [2] - The online signing for existing homes reached 16,838 units, with a total area of 1,512,647.83 square meters, including 15,139 residential units covering 1,413,927.10 square meters [3]

Core Insights - The U.S. real estate market is experiencing a significant slowdown, with new single-family home sales declining and inventory levels rising, leading to downward pressure on prices [1][3][4] Market Trends - As of June, the annualized sales of new homes in the U.S. were 627,000 units, showing a month-over-month increase of 0.6% but a year-over-year decline of 6.6% [3] - The inventory of unsold new homes reached 511,000 units by the end of June, reflecting a month-over-month increase of 1.2% and a year-over-year increase of 8.5% [4] - The supply-to-sales ratio has risen to 9.8 months, indicating a market characterized by oversupply, as a balanced market is typically around 6 months [4] Price Dynamics - The median sales price of new homes fell to $401,800 in June, down 4.9% month-over-month and 2.9% year-over-year, while the average sales price was $501,000 [4] - In 30 major metropolitan areas, 30 cities reported price declines, with Washington D.C., Austin, and San Diego experiencing the most significant drops [4] Buyer Sentiment - High mortgage rates, currently at 6.74%, are causing buyers to reassess affordability, leading to a more cautious approach in the market [4][7] - Some buyers are delaying purchases, hoping for further price reductions, despite the current favorable inventory conditions [6] Market Segmentation - The luxury segment remains robust, with sales of homes priced over $1 million increasing by 14% year-over-year, indicating that high-income buyers are less affected by market fluctuations [8][9] - In contrast, the overall market is seeing a bifurcation, with many potential buyers sidelined due to high rates and prices [8] Economic Implications - The sluggish housing market is expected to impact related consumer spending, such as durable goods, as fewer home transactions typically lead to decreased purchases of appliances and furnishings [7] - The construction sector is showing signs of strain, with a 4.6% decline in single-family home starts in June and a 3.7% drop in building permits [9]