在楼市政策驱动及翘尾行情效应下，多个重点城市的二手房市场在刚刚过去的1月展现出十足 的"韧性"，特别是成交量明显回升。对于2026年的楼市，市场又多了一份期待。 那么，多个重点城市的二手房市场在"淡季"实现增长，背后传递了怎样的信号？ 在广东省住房政策研究中心首席研究员李宇嘉看来，重点城市二手房市场在1月实现增长，背后 原因包括楼市的舆论环境得到"净化"、股市等金融市场带来的"财富效应"以及优质学位房成交提 前回暖等。"多个重点城市的二手房市场进入探底阶段，从部分板块、人群来看，房价收入比、 租售比已经开始趋于合理。不过，探底到触底企稳以及夯实底部基础，仍需要多方共同发力，包 括行业层面促进一二手房的交易循环，继续降低交易成本，净化交易环境和秩序，也包括修复居 民在就业、收入和预期等层面的信心。" 在深圳工作10年的程海（化名）终于在刚刚过去的1月卖掉了手上的小两室，他的经历与许多正 在卖房的业主相似。 "2017年，我在罗湖布心片区买了一套60平方米左右的小两室。由于家庭成员的增加，这两年一 直想置换。"他对记者表示，可惜的是价格"越等越跌"，目前的成交价几乎回到他当年购买时的水 平。 他告诉记者，每次有客 ...

Core Viewpoint - The article highlights a case of potential fraud in the real estate market, where a real estate agent continued to market a property after it was already sold, leading to a situation known as "double selling" [2][10]. Group 1: Incident Overview - A buyer, Mr. Li, signed a contract and paid over 1 million yuan for a property but discovered that the same agent was still promoting the property to other potential buyers [3][9]. - The property in question was a 160.11 square meter four-bedroom apartment, initially listed at 260 million yuan but sold for 146 million yuan [3][9]. Group 2: Buyer Experience - Mr. Li's friend, Mr. Xue, found the same property listed by the same agent, raising suspicions about the agent's practices [7][10]. - Mr. Li and his family took measures to protect the property during the waiting period for the transfer, including having family members stay at the property to deter further viewings [8][9]. Group 3: Agent's Conduct - The agent, Mr. Xie, attempted to delay the transfer date, which Mr. Li refused, suspecting the agent was trying to facilitate another sale at a higher price [9][14]. - The agent's actions were reported to be in violation of real estate regulations, as they continued to show the property after a contract was signed [14]. Group 4: Company Response - The real estate platform, Beike, confirmed that the agent was registered and that their actions were against company policy, stating that a property can only be signed once [13][14]. - Beike has initiated an investigation into the matter and is collecting information from the buyer for further action [13].

Core Viewpoint - The second-hand housing market in key cities is showing signs of recovery, indicating a potential "small spring" in the real estate market driven by policy support and market dynamics [1][6]. Group 1: Market Performance - In January, Shenzhen's second-hand housing transactions reached 6,661 units, a month-on-month increase of 2.4%, with residential transactions up 6.9% to 5,281 units [5]. - The Shenzhen Real Estate Association reported a total of 6,802 second-hand housing transactions in January, marking a 2.9% month-on-month increase and a significant 45.5% year-on-year increase, the highest in nearly 10 months [5]. - The transaction volume in Shenzhen has remained above 5,000 units for 11 consecutive months, indicating a sustained market resilience [5]. Group 2: Market Sentiment and Trends - Real estate agents in Shenzhen noted an increase in client inquiries and transactions, with some homeowners adjusting their pricing strategies based on market conditions rather than personal expectations [4][6]. - The rental yield for some properties has become attractive, with one example showing an annualized rental yield close to 3%, which is influencing buyer behavior [3]. - The overall sentiment in the market is improving, with a notable increase in viewing and transaction volumes compared to previous years, suggesting a shift in buyer confidence [4][6]. Group 3: Broader Market Implications - The recovery in the second-hand housing market is not limited to Shenzhen; other key cities like Beijing and Shanghai also reported transaction volume increases of over 20% year-on-year in January [6]. - The overall second-hand housing market across 13 key cities saw transaction area growth of 16% and 33% year-on-year and month-on-month, respectively [6]. - Analysts suggest that the market is entering a phase of stabilization, with various factors such as improved public sentiment, financial market effects, and demand for quality housing contributing to this trend [8][9].

智通财经APP获悉，香港置业研究部董事王品弟表示，据土地注册处最新资料显示，1月住宅物业(包括 一手私宅，二手私宅及二手公营房屋)录6,137宗注册，虽较去年12月6,650宗减少约7.7%，但仍创7个月 次高，反映注册量仍于较高水平徘徊。 若以三区划分1月住宅物业(包括一手私宅，二手私宅及二手公营房屋)注册量同比表现，当中港岛区住 宅物业录1,085宗注册，较去年同期的683宗增加约58.9%;九龙区住宅物业录2,278宗注册，较去年同期的 1,234宗增加约84.6%，三区中增幅最显著，主要因期内一手注册个案同比同期升逾2.3倍所带动;单以区 内注册量首三个新盘(油塘柏景峰、启德DOUBLE COAST及启德海湾)计算，合共录301宗一手注册，已 超越去年同期九龙区239宗一手注册;新界区住宅物业录2,774宗注册，三区中最多，较去年同期的1,933 宗增加约43.5%。 若以金额划分1月住宅物业(包括一手私宅，二手私宅及二手公营房屋)注册量同比表现，当中500万元(港 元，下同)或以下住宅物业录2,764宗注册，各金额类别中最多，较去年同期的2,035宗增加约35.8%;逾 500万至1,000万元住宅 ...

在刚过去的1月份，北京二手房网签量超过1.5万套，已连续三个月稳定在1.4万套以上；上海二手房连续 三个月成交超2.2万套；深圳二手房共计录得6802套，创近10个月新高；广州二手住宅网签8881套，市 场韧性同样较强。 在1月传统楼市"淡季"，北上广深二手房成交集体回温，释放出什么信号？ 业内专家认为，市场经历四年半调整后，房价水平正趋向"友好"，二手房进入探底阶段。房地产市场 的"小阳春"行情正提前显现，二手房市场率先回暖，核心韧性凸显，春节后挂牌量的变化，将成为观察 供需关系的关键窗口。 京沪：成交攀升挂牌下滑 北京、上海两大一线城市的二手房市场，正悄然出现相似特征：成交攀升、挂牌下滑。 "淡季不淡"，一线城市的二手房市场正走出独立行情。 一线城市中的上海，二手房成交同样活跃，挂牌量也正出现下行趋势。 据上海房产交易中心官网"网上房地产"数据，1月上海二手房（含商业）网签成交22834套，已连续第三 个月成交超2.2万套，该成交量创下近5年同期新高。 据上海中原地产观察，以往郊区二手房交易量相对偏少，但近期部分区域如宝山，总价200万左右的房 源成交也非常活跃。目前市场上的低总价房源，经过近两个月的消化 ...

北京市朝阳区某房产中介公司商圈经理胡德平表示，好多人第一次住房选择租赁形式，新政出台之后，从首付款角度、税费角度、 购房资格放宽角度，之前有一些租房的客群也会考虑买房这种方式满足自己的住房需求。 北京市住建委最新数据显示，1月，北京二手住宅网签量达1.5万套，这是2025年12月以来，网签量连续第二个月维持在1.5万套以 上。 在北京朝阳区一家房产中介门店，负责人介绍说，2025年12月24日的房地产政策实施后，门店线上咨询量增长11%，线下带看量和 交易量也有相应提升。经纪人介绍说，持续出台的政策逐步降低了购房门槛和成本，促使更多购房者，尤其是年轻人选择通过购房 来满足住房需求。 据统计，2026年1月份，上海二手房累计成交22834套，同比2025年1月的18387套，大幅上涨超24%。同时，1月份也是继2025年11 月、12月之后，上海二手房成交量连续第三个月站上22000套。 上海某地产研究院专家任静表示，成交价已经基本上有了一个止跌的趋势，整体无论是2025年12月份的二手成交均价，还是说1月 份的成交均价，环比上个月都是有小幅微涨。 在上海浦东新区，一家房产中介门店经理表示，二手房挂牌量下降是近 ...

央视网消息：北京市住建委最新数据显示，1月，北京二手住宅网签量达1.5万套，这是2025年12月以来，网签量连续第二个月维持在1.5万套以 上。 在北京朝阳区一家房产中介门店，负责人介绍说，2025年12月24日的房地产政策实施后，门店线上咨询量增长11%，线下带看量和交易量也有 相应提升。经纪人介绍说，持续出台的政策逐步降低了购房门槛和成本，促使更多购房者，尤其是年轻人选择通过购房来满足住房需求。 北京市朝阳区某房产中介公司商圈经理胡德平表示，好多人第一次住房选择租赁形式，新政出台之后，从首付款角度、税费角度、购房资格放 宽角度，之前有一些租房的客群也会考虑买房这种方式满足自己的住房需求。 1月1日起，个人销售住房的增值税政策有所调整，个人销售不满2年的住房，增值税税率由5%下调为3%。此外，换购住房个人所得税优惠政 策延续实施两年，个人在卖旧买新、卖小买大时，出售旧房所缴纳的个人所得税可享受退税优惠。这两项政策能降低房产置换群体的交易成 本，也对稳定市场预期起到一定作用。 业内人士介绍说，2026年春节较晚也是1月二手房成交量同比增长超20%的影响因素。每年春节后，子女入学产生的购房需求会集中释放， 20 ...

（央视财经《经济信息联播》）北京市住建委最新数据显示：1月份北京二手住宅网签量达1.5万套，同比增长20.8%，这是去年12月以来，网签量连续第二 个月维持在1.5万套以上。背后有哪些原因？ 在北京朝阳区一家房产中介门店，负责人介绍说，去年12月24日的房地产政策实施后，门店线上咨询量增长11%，线下带看房和交易量也有相应提升。经纪 人介绍说，持续出台的政策逐步降低了购房门槛和成本，促使更多购房者尤其是年轻人，选择通过购房来满足住房需求。 1月1日起，个人销售住房的增值税政策有所调整，个人销售不满两年的住房，增值税税率由5%下调为3%。此外，换购住房个人所得税优惠政策延续实施两 年，个人在卖旧买新、卖小买大时，出售旧房所缴纳的个人所得税可享受退税优惠，这两项政策能降低房产置换群体的交易成本，也对稳定市场预期起到一 定作用。 转载请注明央视财经 编辑：令文芳 业内人士介绍说，今年春节较晚也是1月二手房成交量同比增长超20%的影响因素。每年春节后，子女入学产生的购房需求会集中释放，今年部分这类购房 需求提前到春节前释放。 北京房地产中介行业协会秘书长 赵庆祥：二月份受春节的影响，期间交易量会受很大的影响。我觉得应 ...

Core Insights - The Shanghai second-hand housing market has shown a strong start to the year, with transaction volumes stabilizing above 22,000 units for three consecutive months, indicating a potential recovery in the market [1][2] - Transaction prices have also shown signs of stabilizing, having stopped their downward trend for two months, suggesting that the market is no longer solely relying on price reductions to drive volume [2][5] Transaction Volume - In January, Shanghai's second-hand housing transactions reached 22,834 units, marking a five-year high for the same period [2] - The daily transaction data reflects market enthusiasm, with January 10 seeing 1,261 units sold, the highest in three months [2] - Year-on-year, the transaction volume increased by approximately 25%, indicating a clear signal of market stabilization [2] Market Structure - The market remains characterized by a "demand-driven" structure, with low-priced properties under 3 million yuan accounting for nearly half of the transactions, highlighting their role as the main driver of market activity [3] - The supply of low-priced properties reached 50.06%, effectively attracting first-time buyers, particularly young families [3] - In contrast, high-priced properties have a supply-demand ratio of less than 14%, indicating a shift in focus towards new housing markets by high-net-worth individuals [3] Regional Distribution - Key areas for second-hand housing transactions include Pudong New District, Songjiang District, and others, with regions like Huamu and Beicai attracting significant buyer interest due to their proximity to core business districts [4] - Suburban areas are also seeing increased activity, with low-priced properties appealing to budget-conscious buyers [4] Price Trends - Over 80% of clients are expected to complete transactions within 90 days, suggesting a reduction in market hesitation [5] - Multiple districts have shown signs of price stabilization, with some areas experiencing price increases [6] - The overall market is still considered a buyer's market, with stable listing and transaction prices [6] New Housing Market - In contrast to the second-hand market, the new housing market in Shanghai has entered a traditional sales lull, with January seeing low transaction volumes [6] - The land market also reflected caution, with recent land sales concluding at base prices, indicating a conservative investment strategy among developers [6] Market Outlook - The differentiation in the Shanghai real estate market is shaped by factors such as land supply, price competitiveness, and location suitability [7] - The second-hand market is expected to maintain its competitive edge due to price advantages, while new housing continues to dominate in high-end segments [7] - There are expectations for a "small spring" in the market post-holiday, driven by the gradual introduction of quality land parcels into the supply chain [7]

2026.02. 02 目前，上海二手房市场已现"企稳"信号。根据上海链家研究院数据，1月上海二手房市场成交约2.2万套，同比上年1月上涨25%。至此，上海二手房市场 在没有新政刺激的情况下，已经连续三个月成交量突破2.2万套。 本文字数：912，阅读时长大约1.5分钟 作者 | 第一财经 马一凡 "以二手存量补保障"的新路径，正悄然撬动上海楼市的流动性与预期。 2月2日，中国建设银行支持上海市第一批收购二手住房用于保障性租赁住房项目签约活动举行。这批被收购的二手住房，将被用作保障性租赁住房，满 足新市民、青年人、大学毕业生等群体的租赁需求。 三个区将率先成为试点，包括浦东新区、静安区和徐汇区。截至目前，这三区已经各自结合实际情况形成工作方案，地段条件较好、产权清晰、中小户 型、业主置换意愿强烈的房子有望被优先收购。 在此之前，"静安区将启动住房以旧换新试点工作"的市场消息已经流传约一周时间。 而2日的签约，则意味着上海收购二手住房的工作已实质性启动，这一工作将推动上海住房保障体系更加完善，通过存量房源收购，有效缩短建设周 期，优化区域布局，完善房型结构，加快形成有效供给。建设银行上海市分行方面则称，将定制专 ...