北京二手房市场分析 上海二手房市场分析 成交套数：3,391套（周环比：+20.8%） 成交面积：302,855.55㎡（周环比：+17.0%） 套均面积：89.0㎡/套 市场分析 北京二手房市场近期呈现明显回暖态势。2025年9月第三周（9.15-9.21）成交3,391套，环比大涨20.8%，创6周新高；成交面积302,855㎡同步增长17%。值 得注意的是，6周来成交量呈"W"型波动，8月中旬至9月初持续攀升后短暂回调，本周强势反弹。套均面积89㎡/套降至6周最低，显示中小户型成交占比 提升。市场活跃度显著增强，"金九"行情显现，但后续持续性仍需观察政策面及需求释放节奏。 最新完整周度数据（2025-09-15至2025-09-21）： 近四周平均成交：3,214套/周 市场分析 上海二手房市场近期呈现温和回暖态势。2025年9月第三周（9.15-9.21）成交4,811套，环比增长7.5%，连续两周回升；成交面积390,177㎡，环比增5%。 观察6周数据（8.11-9.21），成交量自8月下旬触底后稳步攀升，累计涨幅达13.7%。值得注意的是，套均面积从83㎡回落至81㎡，显示中小户型交易活跃 度提 ...

经过我们的深入调查，二手房市场主要面临三大"顽疾"，这些问题极有可能给购房者带来远超预期的麻 烦和沉重的经济损失。 酒后真言的启示：拨开二手房迷雾，规避潜在风险 去年岁末，好友王哥计划在城东安家，将目光锁定在一处小区环境宜人的三居室。然而，就在合同签订 的前夜，负责带看的中介小张，几杯酒意上头，竟语重心长地劝他三思："实话说，这房子问题不少， 我自己买，绝对不选这种。"第二天，酒醒后的小张急忙致电道歉，解释自己是醉后胡言。但小张这 番"酒后真言"却在王哥心中埋下了疑虑的种子，最终导致交易告吹。 第一大"顽疾"：产权与债务风险缠身，隐患重重。 正是这件事，促使我们深入剖析二手房市场的潜藏弊端。通过对多位资深房产中介、购房者以及行业内 人士的访谈，并辅以海量市场数据的梳理，我们发现，二手房市场中确实存在着一些不容忽视的"隐 疾"，它们往往被华丽的房源图片和精心编织的销售辞藻所掩盖。 根据权威房地产市场监测机构于2025年第一季度发布的《中国城市住宅市场分析报告》显示，全国300 个主要城市二手房成交量高达157.3万套，占据同期住宅市场总成交量的58.6%。庞大的存量房市场已然 成为房地产交易的"半壁江山"。然而 ...

智通财经APP获悉，克而瑞地产研究表示，8月以来重点城市二手房成交仍处于缓步下行通道，据CRIC 监测数据，8月30个重点城市二手房成交面积环比降9%，同比持平，增长动能放缓。预判后市，该机构 认为，整体二手房市场热度仍将进一步回落，低位持稳。一方面挂牌量增多，供给加大；另一方面，随 着9月传统营销旺季，新房市场高得房率的优质产品力新盘集中入市也将分流部分高端客群需求；而从 刚需盘来看，主要取决于业主让利幅度，因挂牌基数较大，若无显著价格优势，交易周期或将进一步拉 长，市区和远郊老破小都将面临不小的去化压力。 01.京沪深8月新增二手挂牌套数同环比齐增 沪深同比涨幅超5成 为了更好的分析二手房业主心态变化，克而瑞地产研究主力聚焦了北京、上海、深圳、杭州等核心一二 线城市，从CRIC监测的四城新增挂牌套数来看，8月四城挂牌量季节性回升，京沪深同环比齐增，沪深 同比涨幅均在5成以上。仅杭州一城同环比齐跌，业主挂牌积极性稳步回落。 | 城市 | 8月 | 野比 | 同比 | | --- | --- | --- | --- | | 北京 | 17959 | 7% | 33% | | 下演 | 15534 | 16% ...

8月，重点四城二手房新增挂牌量呈现季节性回升，但城市间分化显著。 ◎ 文/俞倩倩 8月以来重点城市二手房成交仍处于缓步下行通道，据CRIC监测数据，8月30个重点城市二手房成交面积环比降9%，同比持平，增 长动能放缓。究竟当前二手房业主挂牌积极性如何？热点城市中新增挂牌房源有存在哪些结构性分化特征呢？ 京沪深8月新增二手挂牌套数同环比齐增 沪深同比涨幅超5成 01 为了更好的分析二手房业主心态变化，我们主力聚焦了北京、上海、深圳、杭州等核心一二线城市，从CRIC监测的四城新增挂牌套 数来看，8月四城挂牌量季节性回升，京沪深同环比齐增，沪深同比涨幅均在5成以上。仅杭州一城同环比齐跌，业主挂牌积极性稳 步回落。 | 城市 | 8月 | 环比 | 同比 | | --- | --- | --- | --- | | 北京 | 17959 | 7% | 33% | | 上海 | 15534 | 16% | 21% | | 深圳 | 68865 | 7% | d4% | | 杭州 | 6801 | -3% | -28% | | | | 100万元 | 100-300 | 300-500 | 4/2017 . TTA . s ...

Core Viewpoint - After five consecutive months of decline, the second-hand housing market in Hangzhou has shown signs of recovery in August, with a total of 6,633 transactions, marking a slight decrease from July but a stable performance compared to the previous year [2]. Group 1: Market Performance - In August, the average transaction price for second-hand residential properties in the city was 28,178 yuan per square meter, a slight increase of 0.2% from July and a year-on-year increase of 2.0% [2]. - The total number of transactions in August was 6,633, which is higher than January and February but lower than the peak of 12,413 transactions in March [2]. - The proportion of transactions for properties priced below 2 million yuan has risen to 49.4%, indicating a strong demand from first-time buyers [2]. Group 2: Transaction Highlights - Among the top 20 transactions, 8 properties had an average price below 20,000 yuan per square meter, with the lowest being 9,082 yuan per square meter for the Yuexiu Xinghui City, which saw 23 transactions [3]. - Five newly delivered properties with less than one year of occupancy were among the top 20 transactions, indicating a resurgence in demand for quality new homes [3]. - The Jiangxiangyunlu project in Xiaoshan was particularly notable, with 31 transactions and a remarkable 520% increase from the previous month, priced at 16,294 yuan per square meter [4]. Group 3: Emerging Trends - The performance of relocation housing has been outstanding, with three such projects entering the top ten transactions in August, all being newly delivered properties [4]. - The original reconstruction community, Zhejiang Gong University New Village, recorded 14 transactions, a 75% increase from July, with an average price of 41,225 yuan per square meter [5]. - The Du Shiyuan project in Yuhang also performed well, with 13 transactions and a 160% increase from the previous month, priced at 12,959 yuan per square meter [5].

Core Insights - The article discusses the significant differences between "满五唯一" (full five unique) and "满五不唯一" (full five non-unique) in the real estate market, emphasizing their impact on home buying costs and tax implications [1][3][16] Tax Implications - "满五唯一" properties allow sellers to be exempt from both value-added tax and personal income tax during transactions, significantly reducing their overall costs [4] - In contrast, "满五不唯一" properties exempt sellers from value-added tax but require them to pay personal income tax, which can add tens of thousands to the transaction costs [4][6] Market Dynamics - The average transaction price for "满五不唯一" properties tends to be approximately 1% higher than that of "满五唯一" properties due to the tax burden sellers face, which they often pass on to buyers [6][12] - In major cities like Beijing and Shanghai, only about 35% of second-hand homes meet the "满五唯一" criteria, indicating a decreasing supply of these advantageous properties [8] Timing and Strategy - The period from March to May is identified as a peak season for second-hand home transactions, where "满五唯一" properties are more frequently available, providing buyers with better options [9] - Buyers are advised to verify the "满五唯一" status of properties before transactions, as this can significantly affect their financial outcomes [14] Buyer Considerations - First-time homebuyers are encouraged to prioritize "满五唯一" properties to save on taxes and reduce overall purchase costs [15] - Investors or those looking to upgrade may find "满五不唯一" properties appealing due to their greater negotiation flexibility [15][12]

Group 1 - The second-hand housing market in Guangzhou and Shenzhen maintained a certain level of activity in August, with transaction volumes remaining in an "active range" [1][2] - In Guangzhou, the number of second-hand residential contracts signed in August was 8,700 units, with a total area of 849,900 square meters, indicating a stable market with year-on-year and month-on-month growth in the first eight months of the year [1] - Shenzhen's second-hand housing transactions totaled 5,061 units in August, with residential transactions at 4,175 units, showing a month-on-month decline of 10.3% but a year-on-year increase of 9.8% [2] Group 2 - The average price of second-hand residential properties in 100 cities across China was 13,481 yuan per square meter in August, reflecting a month-on-month decrease of 0.76% and a year-on-year decrease of 7.34% [2] - The market is witnessing an increase in the proportion of low-priced second-hand housing, which is beneficial for new urbanization and aligns with the needs of young people and new citizens [2] - Analysts suggest that the current market dynamics indicate a shift towards second-hand housing due to lower prices, making it more accessible for younger demographics and new citizens [2]

极刚需群体（总价 300 万以下） 占比突然跃升 3.97%，首次购房者和年轻家庭正抓住价格窗口 "上 车"，这类房源在中外环及五大新城板块流通加快； 刚改（500-700 万）和改善（900-1100 万）需求同步走强，占比分别涨了 0.75% 和 0.65%，换房链条开 始顺畅转动 —— 卖掉老破小，置换品质次新或近郊新房的家庭明显增多； 最近上海楼市淡季数据有点 "扎眼"—— 二手房成交量环比跌了 7%，不过仔细看结构，你会发现：刚需 与改善群体正用钱包投票，悄悄改变市场逻辑！ 首先，成交量虽降但韧性犹存：7 月成交约 1.93 万套，虽然环比 6 月降了 7%、同比去年也微跌 5%， 不过日均成交仍在 600 套以上。天气确实是个 "拦路虎"，高温 + 台风让看房积极性受挫，全月仅 4 天 日成交破 900 套，但注意到没？月中下旬周末成交明显回暖，周均量也在上行，说明市场在慢慢 "解 冻"。 真正值得划重点的是成交结构的变化： 但高端市场（1500 万以上）却在收缩，内环内大户型受新房挤压议价空间收窄，房东们要警惕挂牌策 略调整啦。 再看政策面，虽然暂时没出新招，但 "稳市场" 基调明确。中央和地方 ...

Core Insights - In August, Guangzhou's second-hand residential property transactions saw a slight month-on-month decline in both the number of contracts signed and the area involved, attributed to various factors including hot and rainy weather [1] Group 1: Transaction Data - The number of second-hand residential contracts signed in Guangzhou was 8,700, representing a month-on-month decrease of 2.92% [1] - The total area of second-hand residential transactions was 849,900 square meters, reflecting a month-on-month decline of 4.33% [1] Group 2: District Performance - Among the districts, Huadu and Baiyun experienced some growth in transaction numbers, while Nansha remained stable; other districts showed varying degrees of decline [1] Group 3: Area Composition - The proportion of transactions for properties sized between 60 to 90 square meters, 90 to 120 square meters, and 120 to 144 square meters increased month-on-month, while the proportions for properties larger than 144 square meters and smaller than 60 square meters decreased [1] Group 4: Active Market Segments - Several active market segments saw an increase in transaction numbers, with Tianhebei segment growing by 8.60%, and other segments such as Tongdewei-Luochongwei, Tianhe Park, and Xiguan increasing by 4.59%, 4.21%, and 4.10% respectively [1] Group 5: Year-to-Date Performance - For the first eight months of the year, Guangzhou recorded a total of 74,275 second-hand residential contracts signed, covering an area of 7,429,100 square meters, which represents a year-on-year increase of 7.62% and 7.40% respectively [1]

Core Insights - The U.S. housing market continues to show signs of weakness, with July's pending home sales declining for the second consecutive month, reflecting buyer caution amid high home prices and borrowing costs [1] - The National Association of Realtors (NAR) reported a 0.4% decrease in the pending sales index to 71.7, which is close to the average level for the year, falling short of economists' expectations for a 0.2% decline [1] - Despite a drop in 30-year fixed mortgage rates to a four-month low of 6.67% in early August, financing costs remain double what they were at the end of 2021, when many homeowners refinanced at lower rates [1] Market Conditions - NAR's Chief Economist Lawrence Yun indicated that even with some improvements in mortgage rates, housing affordability, and inventory, buyers remain hesitant [1] - Yun warned that unless mortgage rates decline consistently and home prices become more attractive, annualized sales of existing homes are unlikely to exceed 4 million units, a level that has persisted for two years [1] - National home price growth has significantly slowed, with July prices rising only 0.2% year-over-year, and some previously hot markets in the West and South experiencing declines due to inventory buildup [1] Regional Performance - The South, being the largest market for existing home sales, saw a slight decline in pending sales, while the Midwest and Northeast also experienced decreases [1] - Conversely, the West region saw a 3.7% increase in pending sales, indicating a divergence in market performance across different regions [1] Future Indicators - Pending home sales are typically a leading indicator of future actual transactions, as homes usually close one to two months after contracts are signed [2]