二手房下跌只不过会引发一些情绪上的不满，二手房下跌对经济是没有影响的，对金融也是没有影响的，对房地产也没有什么影响的。因为已经买过单了， 买过单的饭桌能有什么影响呢？ 好比我们大家手上的手机，几千块钱买最后换了一个不锈钢脸盆，你告诉我影响谁了？影响影响手机企业了，还是影响经济了，什么都不影响，只不过用手 机的人心里哇凉哇凉的。 这么多年一直在调控一手房，没有人去管二手房的，之所以大家觉得二手房天要塌了，那只不过是网上的一些人呱呱叫，房子上涨为了从二手房手上获利拼 命的去炒作，房价下跌的时候制造恐慌，好像房子留在手上跟炸弹一样，那怎么可能呢？房子在手上过20年还是房子。 二手房分散在个人手上，不会集中爆发问题，一手房是集中在企业手上，碗碎了换一个碗就是，锅砸了大家都得饿死，房地产最大的麻烦在那里，二手房顶 多就是卖不出去，你自己的钱不影响别人，更不可能影响国家和社会。 现在麻烦的就是一手房，一手房处理不好大家都过不好，为什么我们要大力去库存，你把所有的房子都变成二手房，问题马上就会解决掉，各行各业最怕库 存，衣服家电怕汽车都怕库存，连开餐馆的也怕库存，一旦库存处理不掉会破产，二手房就是任命了，不会有什么惊喜，不 ...

Core Viewpoint - The real estate markets in Guangzhou and Shenzhen have entered a stabilization phase after the "golden three silver four" period, with mixed performance in transaction volumes and prices [2][3]. Transaction Data - In May 2025, Shenzhen recorded 3,162 new residential transactions, a month-on-month decline of 14.4%, while second-hand residential transactions totaled 4,687, down 18.2% month-on-month but up 18.3% year-on-year [2]. - Guangzhou's new residential transactions reached 6,573 in May 2025, marking a month-on-month increase of 41% and a year-on-year increase of 29.34% [2]. - The second-hand residential market in Guangzhou saw 9,228 transactions in May 2025, with significant year-on-year growth of 17.73% [7]. Market Dynamics - Despite some localized growth, developers are generally cautious, slowing down the pace of new launches and experiencing reduced sales velocity [3][4]. - The inventory of new homes in Shenzhen decreased slightly, with 26,343 units remaining as of the end of May, reflecting a 1,719 unit drop from April [4]. - The average de-stocking period for new homes in Shenzhen is approximately 7.5 months, with significant disparities in sales performance across different districts [4]. Price Trends - In Shenzhen, the average transaction price for second-hand homes in May was 61,200 yuan per square meter, down 2.9% month-on-month, while the listing price remained stable at 65,000 yuan per square meter [6]. - Guangzhou's real estate market is experiencing upward momentum in transaction volumes, primarily driven by urban renewal projects, with certain districts showing significant increases in demand [7]. Future Outlook - The market is expected to see several quality new projects launched in June, which may help revive market activity [3][8]. - The performance of new and second-hand homes will continue to be influenced by the availability of quality listings and the overall economic fundamentals, including employment and income levels [6][8].

优质新盘已成为销售表现的重要影响因素。 作为楼市的非传统旺季，端午假期的楼市整体表现平平。58安居客研究院提供的数据显示，假期内，30 大中城市新建商品房成交面积合计26.6万平方米，同比有所下降。不过，一二线楼市总体表现良好，同 比去年端午，一线城市成交面积增长4.5%，二线城市成交面积增长3.3%。 事实上，不只是端午假期，整个5月，核心城市成交都保持着修复态势，各大开发商以折扣返佣、新规 产品等方式，多措并举吸引购房者，叠加各项楼市支持政策的快速落地，市场热度延续整月。机构数据 显示，5月，深圳楼市成交同环比上涨、广州新房成交面积创新高、上海迎来"红五月"…… 中指院指出，5月重点城市新房整体销售环比增长，核心城市"新规"项目开盘基本可以实现较好去化， 但郊区老项目及低能级城市项目仍普遍面临压力，是否有优质新盘入市已成为影响短期城市销售和房企 销售的重要因素。 富有韧性的上海市场则实现了"红五月"，月内有40个项目入市，供应环比增加49.2%，同比增加 30.2%。新增供应快速恢复，推动楼市成交放量，成交面积超60万平方米，同比增加23.7%。 其中有约9个楼盘实现"日光"，既有内环内的徐汇滨江绿城潮鸣 ...