2月25日，上海市住房城乡建设管理委等五部门联合印发《关于进一步优化调整本市房地产政策的通 知》（以下简称《通知》），围绕调减限购、优化公积金贷款、调整房产税三个方面，对楼市政策进行 松绑。 调减非沪籍居民的限购政策是本轮新政的一大核心。根据《通知》要求，非沪籍居民购房的社保或个税 年限，由原先的3年缩短至1年，同时对购房套数也多了相关调整。另一个重点，则在于对公积金贷款政 策的优化。不仅将居民首套房的贷款额度提高至240万元，同时还优化贷款套数认定，并对多子女家庭 公积金购房的支持范围从首套扩展至二套。 春节假期刚结束，上海楼市迎来重磅利好。 具体来看，缩短非沪籍居民购房的社保或个税缴纳年限。对非本市户籍居民家庭或成年单身人士购买外 环内住房的，购房所需缴纳社会保险或个人所得税的年限，调整为购房之日前连续缴纳满1年及以上。 二是符合条件非沪籍居民可在外环内增购1套住房。对在本市缴纳社会保险或个人所得税满3年及以上的 非本市户籍居民家庭或成年单身人士，在执行现有住房限购政策基础上，可在外环内增购1套住房。 三是符合条件的持《上海市居住证》群体可在本市购买住房。对持《上海市居住证》满5年及以上的非 沪籍居民家庭 ...

闲置房源盘活工作同样取得突破。贵阳市通过引导专业租赁企业市场化运营、推动国企参与等方式，在 云岩、南明、观山湖等多区域累计盘活利用闲置房源2810套，完成年度目标的140.5%。其中，市城投 集团、市人才集团等国有企业合计运营1430套（间）。 转自：贵州日报 此外，2025年，贵阳着力发挥气候、空气质量、生态等方面优势，结合西南交通枢纽的便利条件，通过 优化配套指标、降低生活成本、支持参与养老服务等方式引导项目建设，推动避暑旅居地产吸引力持续 增强。 贵本报讯（记者 陈露）记者从贵阳市住建局获悉，截至2025年底，通过提供一站式服务、降低换房成 本等措施，该市累计完成住房"卖旧买新"8637套，远超1000套的年度目标。 为促进房地产市场循环发展，贵阳市创新实施"四房联动"机制，围绕"以旧换新、以需定购、以购代 建"打通存量与增量市场。2025年贵阳市"四房联动"专项行动成效显著，两项核心指标均大幅超额完成 年度任务。在贵阳置业人群中，本市、省内其他市（州）、省外客群的比例约为5:3:2，省外客户占比 小幅提升。 ...

2月24日，据中指研究院发布的监测数据显示，2026年春节假期（2月15日至23日），全国楼市整体进入"假期模式"，重点城市新房成交量处于季节性低 位，但市场分化明显，部分核心城市表现平稳，为节后市场复苏积蓄力量。 春节期间，受居民返乡、出游及网签暂停等因素影响，市场成交淡季特征显著。重点监测的21个城市新建商品住宅共网签成交10万平方米，日均成交量与 去年春节假期基本持平。城市间冷热不均：上海在节前政策利好带动下，新房网签量同比增幅较大；北京核心区优质项目保持较高热度；二线城市中，成 都、苏州、宁波等地房企加大促销，改善型项目到访量有所提升。 假日期间，多地房企积极"抢跑"，推出"春节不打烊"活动，通过特价房源、购房折扣、送礼包等多重优惠揽客蓄客。二手房市场显露暖意，受节后教育等 刚性需求带动，部分城市假期后半段带看量逐步回升。 报告分析，年初政策定调以"稳定预期"为目标，当前核心城市新房市场表现相对平稳，二手房成交同比增长。随着假期因素消退，前期积累需求有望释 放，核心城市楼市或迎来"小阳春"温和复苏行情。2026年是房地产止跌回稳的关键之年，后续政策具体举措落地及"十五五"规划定调，将成为影响行业走 向 ...

智通财经APP获悉，摩根大通发布研报称，将今年香港楼价升幅预测由5%至7%，上调至10%至15%， 并预期明年再升约5%。该行认为行业已进入新阶段，由"复苏初期"迈向"扩张期"。 在乐观市场环境下，该行认为估值标准正由"股息收益率"转向"资产净值折让"。因此，将新鸿基地产 (00016)评级上调至"增持"，予市场最高目标价162港元，估值参考扩张期历史平均水平，目标价相当于 资产净值折让率20%。 同时，该行亦看好信和置业(00083)及恒基地产(00012)，前者特别适合追求收益的投资者，而后者则有 待业绩公布及股息政策更明朗；3月中旬会是更佳入市时机。该行亦将其所覆盖的行业股份目标价整体 上调13%至49%。 ...

Core Viewpoint - The Chinese real estate market is undergoing a significant transformation with the government's initiative to purchase aging properties, marking a strategic shift from expansion to revitalization and stability in the housing sector [1][7][13] Group 1: Market Context - The "old and dilapidated" properties, typically over 20 years old, have become a liquidity dead zone in the secondary housing market, leading to a negative cycle of price drops and market stagnation [3][6] - Many families are stuck in a "sell old, buy new" dilemma, unable to sell their old properties to fund new purchases, which exacerbates inventory pressure in the new housing market [3][6] - The lack of affordable rental housing in urban areas is a pressing issue, as traditional rental properties are often located in suburbs, making them unsuitable for new residents and young people [3][6] Group 2: Government Action - The government is implementing a targeted and gradual approach to purchasing these properties, with specific criteria for acquisition, such as location, size, and price [5][6] - In Shanghai, the first pilot city, the government has completed initial acquisitions focusing on small, older units, with plans to expand the program to additional districts [5][6] - Over 80 cities have expressed support for this initiative, with 36 cities issuing specific acquisition announcements, indicating a nationwide trend [6][12] Group 3: Strategic Implications - The initiative represents a new phase of "precise market support," providing a safety net for the most illiquid assets and stabilizing the market by preventing panic selling [7][9] - The acquisition program aims to break the housing exchange chain, allowing homeowners to sell their old properties and enter the new housing market, thus stimulating demand [9][11] - The approach shifts urban renewal from traditional demolition and reconstruction to a model focused on revitalizing existing properties, enhancing living conditions while improving the housing supply [11][12] Group 4: Housing System Evolution - The initiative reflects a transition from a market-dominated housing system to a dual-track system that includes both market and guaranteed housing [11][12] - The government aims to quickly supplement affordable housing supply through the acquisition of existing properties, reducing construction time and costs [11][12] - This policy is expected to stabilize the market without triggering a significant price increase, leading to a more rational and stable real estate environment [12][13]

现场设置有项目展示、家居展示、信贷办理、政策咨询、资产推介五大展区，覆盖刚需、改善等不同层 次购房需求，推出精装现房、毛坯房源等多种产品，并设立避暑房咨询专区，方便市民及游客一站式看 房选房。 据介绍，今年西宁市延续惠民政策，统筹省级补贴与市级配套资金共计1.2亿元，专项用于支持市民购 房。这一政策面向2026年1月1日至12月31日期间，在西宁市"五区两县"范围内购买新建商品住宅，并完 成商品房买卖合同网签备案的购房人，符合条件者可获得每套1.6万元的云闪付红包形式购房消费券， 可直接用于日常消费。 本报西宁讯 （记者 张慧慧） 2月21日，"惠购夏都好房 安家幸福西宁"2026年西宁新春住房展示交易会 在西宁市城西区唐道·637商业广场开幕。本次房交会由西宁市住房保障和房产管理局指导，西宁市房地 产业协会主办，西海都市报社承办，23家房企携3000余套房源集中亮相。 本次房交会联合住房公积金、银行等部门提供政策咨询、贷款办理等服务。根据最新公积金政策，双缴 存职工家庭首套房公积金贷款最高额度可达90万元，多子女家庭能达到100万元；个人住房公积金贷款 利率也已下调，首套房5年以下（含5年）利率降至2.1% ...

Core Viewpoint - The article discusses the recent stabilization and slight recovery of housing prices in various cities, particularly highlighting the situation in Hong Kong where prices have begun to rebound after a prolonged decline [2][6][17]. Group 1: National Housing Market Trends - In January 2026, the sales prices of commercial residential properties in 70 major cities in China showed a narrowing decline compared to previous months, indicating a potential stabilization in the housing market [2][3]. - Specifically, in first-tier cities, the second-hand residential prices decreased by 0.5%, while second and third-tier cities saw declines of 0.5% and 0.6%, respectively, with reductions in the rate of decline [3][4]. Group 2: Hong Kong Housing Market Recovery - In 2025, Hong Kong experienced a significant increase in property transactions, with a total of 80,702 contracts, marking an 18.7% year-on-year rise, the highest in four years [6]. - The private residential price index in Hong Kong rose approximately 3.25% to 3.3% year-on-year in 2025, marking the first annual increase since 2021 [6][8]. - The Central City Leading Index (CCL) for second-hand residential properties in Hong Kong showed a continuous upward trend, with a 1.47% increase week-on-week and a 3.29% increase month-on-month as of February 2026 [6][8]. Group 3: Factors Driving Hong Kong's Market Recovery - The recovery in Hong Kong's housing market is attributed to several factors, including the "withdrawal of hot measures" policy, interest rate cuts, economic growth, and rising rents, which collectively reduced the burden on homebuyers [20][21]. - The "withdrawal of hot measures" eliminated additional stamp duties for non-local buyers, significantly lowering costs for potential investors [20]. - The mortgage interest rates in Hong Kong have decreased due to the U.S. Federal Reserve's rate cuts, easing the financial pressure on homebuyers [21]. Group 4: Impact of Mainland Buyers - The influx of mainland buyers has significantly influenced the Hong Kong housing market, with a record 13,906 registrations from mainland buyers in 2025, a 14.1% increase from 2024 [26][27]. - Mainland buyers are primarily composed of talent brought in through various immigration programs and parents of students studying in Hong Kong, contributing to increased housing demand [28][30].

曾几何时，"老破小"是楼市里的"边缘群体"——房龄老旧、户型逼仄、设施老化，动辄被贴上"贬值资 产""烫手山芋"的标签，不少业主急于脱手，生怕砸在手里。但风水轮流转，随着2026年楼市进入"分化 筑底"的新阶段，国家城市更新政策持续加码，一场围绕存量住房的价值重估，正让昔日无人问津的老 破小迎来逆袭时刻。对于坚守核心地段、契合政策导向的老破小业主而言，2026年不是"解套之年"，而 是实实在在的"丰收之年"，那些曾经的嫌弃与焦虑，终将变成满心欢喜的惊喜。 很多人不解，为何偏偏是2026年，老破小能迎来翻身仗？核心答案只有一个：楼市逻辑已从"增量扩 张"彻底转向"存量提质"，老破小的核心价值被长期低估，而2026年密集落地的政策组合拳，正精准破 解其痛点、激活其潜力。数据显示，2026年开年全国重点城市二手房成交量同比增长超30%，其中楼龄 超20年的老房成交增幅尤为突出，北京、上海核心区老破小甚至出现"供不应求"的局面，业主惜售情绪 明显升温，这背后，是政策、市场、需求三重力量的共同推动。 2026年，最直接的红利来自于系统性的旧改升级，彻底打破了"老破小=宜居性差"的固有认知。不同于 以往"刷墙铺路"的表面 ...

Core Insights - The article highlights the positive experiences of families celebrating their first Chinese New Year in newly constructed homes after disaster recovery and urban redevelopment efforts in different regions of China [2][3][6]. Group 1: Disaster Recovery in Gansu - In Gansu's Yuzhong County, families affected by a flood disaster have moved into new homes, with one family, the Lijia family, expressing relief and happiness in their new three-bedroom house [2]. - The new homes were built within 100 days after the disaster, with the family only needing to pay a little over 100,000 yuan after receiving various subsidies [2]. - The new housing features improved insulation and heating systems, allowing residents to cultivate plants indoors, enhancing their living environment [2]. Group 2: Urban Redevelopment in Hebei - In Baoding, Hebei, residents have moved into new apartments as part of a city redevelopment project, with one family enjoying their first New Year in a 90-square-meter apartment [3][5]. - The redevelopment project has completed phases involving 46 villages, with 32,000 households benefiting from new housing [5]. - The new apartments provide centralized heating, which was not available in their previous homes, and residents have saved on heating costs due to government subsidies [3]. Group 3: Talent Housing in Guangdong - In Guangzhou, a young couple has moved into a talent housing unit, benefiting from a monthly rent of 2,380 yuan, with a subsidy of over 700 yuan, compared to a market rate of nearly 4,000 yuan for similar units [6][7]. - The talent housing initiative aims to support skilled workers with transitional housing, offering rent subsidies of up to 2,500 yuan per month for up to five years [6]. - The area is well-equipped with amenities, including schools and parks, making it an attractive option for young professionals [6][7].

2月13日，国家统计局发布今年1月70城房价数据。数据显示，一二三线城市住宅销售价格环比降幅总体收窄，其中二手房价格环比跌幅收窄表现明显，楼市 呈现探底企稳的积极特征。 新建商品房住宅方面，各线城市表现略有差异但整体平稳。一、三线城市新建商品房住宅销售价格环比分别下降0.3%、0.4%，降幅与上月持平；二线城市 新建商品房住宅销售价格环比下降0.3%，降幅收窄0.1个百分点。同比来看，一二三线城市新建商品房住宅价格分别下降2.1%、2.9%、3.9%，表明新房市场 仍处于深度调整期。值得一提的是上海表现突出，新建商品房住宅价格同比逆势上涨4.2%。 部分需求转向二手房后，二手房市场找房热度逆势回升，不少城市成交量持续上升，成为支撑楼市企稳的重要力量。根据克而瑞监测，1月全国重点13城二 手房成交面积环比上升16%，同比增长33%，相比上年月均增长18%。更加积极的是，此次二手房市场呈现出"交易上升、挂牌下降"的健康态势，京沪深二 手住房挂牌量较去年12月均有不同程度的下降。二手市场的持续回升提振了业主的信心，再次降价的积极性下降。 二手住宅市场的修复趋势则更为突出。在经历连续三个月环比下跌0.7%的调整后，1 ...