Core Viewpoint - The real estate market in Hainan is experiencing a significant recovery, driven by factors such as favorable policies and increased demand, with notable sales performance during the recent holiday period [2][6]. Market Performance - During the "National Day and Mid-Autumn Festival" holiday, Hainan's real estate market saw a surge in activity, with sales volume and value increasing significantly. The sales area increased by 22% year-on-year, while sales value surged by 115% [2]. - For the first eight months of the year, Hainan's total sales area reached 5.91 million square meters, with a sales value of 99.4 billion yuan, reflecting year-on-year growth of 0.6% and 9.3%, respectively [4]. Price Trends - In August, the average price of properties in Sanya reached approximately 38,800 yuan per square meter, marking a recent high, while Haikou's price reached 12,500 yuan per square meter, the best performance in six months [5]. - The top 15 projects in Hainan recorded a total transaction value of 1.258 billion yuan during the holiday, with Sanya accounting for 47% and Haikou for 40% of the total [5]. Policy Impact - The upcoming free trade port closure in Hainan, set for December 18, 2025, is expected to enhance the region's economic structure and attract investment, thereby boosting the real estate market [6]. - The policy is anticipated to create a favorable environment for asset appreciation and market confidence, with projections indicating a nearly 50% increase in residential transactions in Sanya in the first half of 2025 [6]. Market Dynamics - The market is witnessing a shift in buyer demographics, with an influx of motivated buyers leading to quicker transaction cycles, often within two to three days [3]. - There is a notable differentiation in market performance, with high-quality projects in prime locations seeing strong demand, while less desirable projects struggle to attract buyers [7][8].

Core Viewpoint - The article highlights the emergence of "sunshine plates" in various second-tier cities, indicating a recovery in the real estate market driven by high-quality housing projects that meet buyer demands [4][5][6]. Market Trends - Recently, cities like Haikou, Chongqing, and Nanjing have seen "sunshine plates," with Haikou's Zhonghai Nanhai No. 3 project selling 168 units in one day, generating 1 billion yuan [5][11]. - Despite a seasonal decline in new housing supply and demand, the market has shown signs of resilience, with project turnover rates remaining around 40% in August and September, reflecting a year-on-year increase of over 10 percentage points [5][9]. Product Quality and Demand - High-quality housing projects, particularly those with high occupancy rates and new regulations, have positively influenced market activity. For instance, in Wuhan, new regulation projects had a first-day turnover rate of 38%, compared to just 3% for older projects [7][10]. - The article emphasizes that well-designed housing that aligns with buyer needs is crucial for stabilizing the market [6][18]. Specific Project Analysis - The Zhonghai Nanhai No. 3 project in Haikou is highlighted for its prime location and comprehensive amenities, contributing to its rapid sales [12][14]. - The project features luxury design elements and a focus on high-quality living spaces, addressing the needs of high-net-worth families [16][21]. Future Outlook - The article suggests that the supply of high-quality housing in core urban areas will be essential for market recovery, as local governments adopt a "quality over quantity" land supply strategy [18][19]. - The anticipated influx of high-quality housing projects in late 2025 and early 2026 is expected to further stabilize the market [19][21].