最近上海楼市的一则消息，让不少人刷新了对"房价"的认知。 位于黄浦区外滩街道的嘉里金陵华庭二。 首批推出的120套豪宅刚开盘就被一抢而空，单日销售额直接冲到98.43亿。 更让人咋舌的是，项目里一套865.49平米的复式房源，单价飙到32.68万/平，总价高达2.83亿。 不光创下上海新房备案单价的新纪录，更让不少人好奇：这么贵的房子，到底是谁在买？ | 81 | 2幢2号 | 2 | 201 | 四室二厅 | 449. 38 | 145, 000 | 65, 160, 100 | | --- | --- | --- | --- | --- | --- | --- | --- | | 82 | 2幢2号 | 3 | 301 | 四室二厅 | 149. 35 | 149, 000 | 66, 953, 150 | | 83 | 2幢2号 | 5 (4) | 501 | 四室二厅 | 447. 39 | 155, 000 | 69, 345, 450 | | 84 | 2幢2号 | 6(5) | 601 | 四至二厅 | 447.63 | 174, 800 | 78, 245, 724 | | 85 | 2種2号 ...

Core Insights - The new policy "沪六条" has significantly stimulated housing demand in Shanghai, leading to notable increases in both new and second-hand property transactions, particularly in the outer ring areas [1][3][4] Market Performance - The implementation of the new policy has resulted in a marked recovery in the new housing market, with a weekly transaction volume increase of 7% for projects in key areas like Tang Town and Hongqiao [3][4] - The outer ring area has seen a substantial rise in transaction activity, with new home sales in this region accounting for 73.45% of total sales, a 12.29% increase from the annual average [3][5] - The second-hand housing market has also shown signs of recovery, with a 16677 unit transaction in September, including record-breaking single-day transactions exceeding 1000 units [6][7] Buyer Behavior - The new policy has lowered the purchasing threshold, leading to a significant increase in the proportion of improvement-oriented buyers [3][4] - There is a notable increase in inquiries and viewings, with a 14% rise in new listings and an 11% increase in customer consultations in the outer ring area [5][6] Developer Response - Developers are responding to the policy by accelerating project launches, with several high-end projects selling out quickly upon release [7][8] - The market for high-end properties remains robust, with significant sales recorded, including a single day sales figure of nearly 10 billion for a new project [7][8] Market Trends - The overall sentiment in the market is shifting, with buyers and sellers engaging in more intense price negotiations, indicating a competitive market environment [6][8] - The policy has effectively activated the second-hand market's replacement chain, enhancing liquidity and encouraging both first-time and improvement-oriented buyers to enter the market [4][6]

上海"沪六条"新政满月，楼市热度几何？ "外环外限购松绑等新政降低了购房门槛，新增客源中改善型客户占比显著提升。"建发上海相关负责人 表示："接下来，我们还会加快改善型项目的入市，比如上海保利建发印象青城、上海建发朗玥均陆续 加推产品。" 来自上海中原地产的宋沪雄表示："新政后，门店的带看量和咨询量确实有明显增加，但从成交量来 说，从决策到出手还需要一段时间。" 同时，来自第三方的数据也印证着外环外市场正在升温。中指研究院的数据显示，"8·25"新政后首月， 外环外新房成交占全市比重达73.45%，达到年内新高，较年内平均水平高出12.29%，充分说明政策对 外环外市场的引导作用正在显现。 张文静分析："从成交区域分布来看，外环外限购的放开有效激活了二手房市场的置换链条。新政发布 后的第一、二周，外环外成交比重分别为49.5%和49.1%，明显高于44.3%的年内平均值。这一数据变化 说明，外环外区域的交易活跃度正在提升，刚需和改善型需求客户在新政刺激下开始积极入市，从而带 动了整个二手房市场的流动性改善。" 另外，来自上海链家的数据也显示外环外的带看量、咨询量、成交量呈现同时攀升态势。数据显示，新 政后四周 ...

Core Insights - The luxury housing market in Shanghai is experiencing a strong performance, with properties selling out quickly, particularly in the Huangpu District, indicating high market demand and confidence [1][2][3] Group 1: Market Performance - The first batch of units at Kerry Jinling Huating Phase II sold out completely, with 120 units attracting 227 interested buyers, resulting in a total sales amount of 9.843 billion yuan in a single day [1] - The average selling price for the units in this project was 205,000 yuan per square meter, with the highest recorded price reaching 326,800 yuan per square meter for a duplex unit [1] - The project had a subscription rate of 190%, with 228 interested buyers, indicating strong demand even before the official sale [1][2] Group 2: Comparative Sales Data - Another luxury project, Shanghai One, also located in Huangpu, sold 66 units in just one hour during its fifth batch of sales, generating 4.8 billion yuan in sales [2] - Cumulatively, the Shanghai One project has achieved over 24 billion yuan in sales across five openings [2] Group 3: Policy Impact - Recent policy optimizations in Shanghai, including the "Six New Policies," have positively influenced the real estate market, leading to increased sales across various projects [3][4] - Several new projects have also achieved quick sales, with properties like Poly Haishangyin and Jinmao Tangqian selling out on the same day they were launched [3][4] Group 4: Additional Project Highlights - The Feiyun Yuefu project in Pudong sold 80 units in one day, with the second phase selling out in just 18 minutes [4] - The招商·林屿湖畔 project also achieved a successful launch, selling 130 units on its first day, generating approximately 920 million yuan in sales [4]

Core Viewpoint - The concept of "good housing" has been officially included in the government work report, emphasizing the need for high-quality living standards and the launch of a nationwide housing upgrade initiative [2] Group 1: Market Demand and Sales Performance - In the first half of the year, new home sales in Minhang reached 946,000 square meters, an increase of 12.8%, accounting for 10% of the city's total [2] - The Poly Haishangyin project in Minhang sold out its first batch of homes within one hour, indicating strong demand for quality residential properties in Shanghai [2] - The An Gao Shunlongyuan project achieved sales of over 3.5 billion yuan from November 2024 to March 2025, with 1.68 billion yuan in sales recorded on May 10 during its third launch [6] Group 2: Quality Standards and Innovations - The Ministry of Housing and Urban-Rural Development has released national standards for residential projects, defining the baseline for "good housing" [3] - Many real estate projects in Minhang are not only meeting but exceeding these standards, enhancing living experiences with features like higher ceiling heights and improved sound insulation [3][5] - The Xiangyu Tianchen Yasu project emphasizes the concept of "one lifetime home," focusing on meeting the diverse needs of families across different life stages [15][21] Group 3: Community and Lifestyle Integration - The Shangfang Shangwan Linyu project integrates urban convenience with a pastoral lifestyle, featuring a 15-minute living circle and ecological parks [13] - The community design includes ample storage space and thoughtful planning for vehicle and pedestrian separation, enhancing overall living comfort [5] - The property management services are increasingly important to consumers, with initiatives like after-school programs for children being introduced to meet community needs [21]

Group 1 - The core viewpoint of the news is that the new real estate policies in Shanghai are expected to stimulate housing demand, particularly in the outer ring areas, leading to increased market activity during the traditional peak season of "Golden September and Silver October" [2][9] - The new policies include the relaxation of housing purchase restrictions for families meeting certain criteria, allowing them to buy unlimited properties in the outer ring, which is anticipated to significantly boost housing demand and market transactions [3][4] - The implementation of the new policies has already shown immediate effects, with projects like Poly Haishangyin and Jinmao Tangqian achieving "sunshine sales" on the first day of the policy's enactment, indicating strong buyer interest [6][7] Group 2 - Data from the China Index Academy shows that as of August 23, over 60% of new residential transactions in Shanghai occurred in the outer ring, highlighting its importance in the market [4] - The new policies are designed to alleviate the pressure on inventory in the outer ring areas by increasing purchasing power and facilitating smoother transactions between new and second-hand homes [4][5] - The policies also include provisions for single individuals to be treated similarly to families in terms of purchasing limits, which is expected to increase the number of eligible buyers and meet diverse housing needs [5][10] Group 3 - The upcoming "Golden September and Silver October" is expected to see a more vibrant market due to the new policies, which also include enhancements to housing provident fund usage and reduced loan interest rates for second homes [9][10] - The new measures are projected to provide significant financial relief to buyers, with calculations indicating that monthly payments for second homes could decrease substantially under the new loan policies [10] - Industry analysts suggest that real estate companies should adapt their sales strategies to leverage the new policies effectively and enhance their sales performance during the peak season [10][11]

8月25日发布的《关于优化调整本市房地产政策措施的通知》是上海今年以来首次出台的楼市新政，涵盖住房限购、公积 金、住房信贷、住房税收等多项调整。 近两天，记者走访了链家、我爱我家等多个房产中介门店以及新房楼盘，实地调研了解新政给市场带来的影响。有中介表 示，新政后成交量明显多了，多个楼盘推出"今夜不打烊"活动，通宵卖房。 记者看到，尽管是工作日的晚上，新房售楼处仍灯火通明、热闹非凡，不少年轻人下班以后来看房，也有客户现场签单。 据一位资深中介透露，截至8月26日，他们公司合作盘认购量达40单，较新政前工作日日均单量提升182%；外环外合作盘 认购量为34单，较新政前工作日日均单量提升196%。 "本周一中午新政出来，这两天成交量明显多了。我们一个大区9家门店，正常一周时间成交量在10单左右，但是8月25日一 天就成交了7单，我们店签了两单，以前一周也就签两三单。"一位门店中介告诉记者。 他讲了新政的变化：原来个人只能买一套，家庭买两套；现在非沪籍人士只要有一年社保或个税单，外环外可以直接买 房，不限数量；外环内的房子，需要三年以上的社保或个税单。"这次政策最惠及刚需的客户，还有买二套的客户，现在首 套和二套利 ...

Core Insights - The new real estate policy in Shanghai, released on August 25, has significantly increased transaction volumes in the housing market, with many buyers actively engaging in property viewings and signing contracts overnight [1][2][3] Policy Changes - The new policy allows non-local residents with one year of social security or tax records to purchase homes without quantity restrictions outside the outer ring, while properties within the outer ring require three years of records [2] - The interest rates for first and second homes are now the same at 3.05%, and public housing funds can be used as down payments without affecting loan limits [2][3] Market Response - Following the policy announcement, a notable increase in sales was observed, with one agency reporting a 182% increase in daily average transactions and another reporting a 196% increase for properties outside the outer ring [1][2] - Several new developments are experiencing high demand, with projects like "保利·海上印" and "金茂棠前" selling out quickly, indicating a strong market response to the new policy [3][4] Buyer Behavior - Many potential buyers are planning to view properties over the weekend, reflecting a renewed interest in the market [2][3] - The atmosphere in sales offices is lively, with numerous clients present even on weekdays, indicating a shift in buyer sentiment [4][5] Sales Performance - The number of properties sold has increased significantly, with one agency reporting sales of over 3,900 units from August 1 to 26, compared to 3,000 units sold in July [5][6] - Discounts and promotional offers are attracting buyers, with some developments offering significant price reductions and incentives [5][6]

"之前是两三天也接不到一个客户电话，新政出来后，昨天一天就接到六七个客户主动来咨询的电话， 感觉市场情绪一下子起来了。"链家上海杨浦区一门店的中介小孙告诉记者。 8月25日，上海市住房城乡建设管理委、房屋管理局等六部门联合印发《关于优化调整本市房地产政策 措施的通知》，涉及住房限购、公积金、住房信贷、住房税收等6项调整。 就在新政施行的首日（8月26日），位于外环外的两个新盘保利·海上印和金茂棠前恰逢新政后的首 日"加推"，成为新政后首批"日光盘"，进一步助推市场情绪的走高。 上海中原地产资深分析师卢文曦表示："新政首日一个明显的变化就是市场情绪的带动，从中介门店的 咨询量来看有明显增加，同时，开发商也会借助新政的'东风'加快推盘速度，'金九银十'的好行情会提 前到来。" 外环外7个新盘即将入市 就在新政前两天，8月23日，上海网上房地产官网公示了近期即将入市的新房名单，10个项目共计1154 套房源，分布在虹口、浦东、闵行、宝山、奉贤和青浦6个区域。梳理本次过会的10个楼盘中，招商象 屿星耀翠湾、象屿·天宸雅颂、尚湾林语等7个楼盘均位于外环外，占比达七成。 卢文曦表示："随着新政的出台，开发商肯定会借此'东 ...

Core Insights - The Shanghai new housing market continues to show a positive trend in April, characterized by a "quality over quantity" shift, with high-end and improvement-type residences becoming mainstream while ordinary demand decreases [1][8] New Housing Market - The supply of new homes in Shanghai significantly decreased in April, with 31 projects launching a total of 4,125 units, reflecting a substantial drop compared to the previous month and the same period last year [1] - High-end and improvement-type projects now account for over 60% of the new housing supply, indicating developers' focus on premium land and high-end buyer demand [1] - The Pudong New Area led the city with 847 units, followed by Baoshan District with 1,167 units, highlighting their importance as major residential areas [3] - Despite lower supply, high-quality projects continue to see strong demand, with notable sales such as the Feiyun Yuefu project achieving a subscription rate of 412% [3][5][6] Overall Transaction Performance - The overall transaction data for April shows a steady market, with 3,131 units sold out of the 4,125 units supplied, resulting in a supply-demand ratio of 1.3, indicating a balanced market [11] - The average transaction price was 64,755 yuan per square meter, down 21.87% month-on-month, yet improvement-type demand remains dominant [11] Second-Hand Housing Market - The second-hand housing market in Shanghai exhibited strong activity, with a 62.79% increase in transactions, totaling 6,279 units in the week of April 7-13 [12] - By April 26, the total number of second-hand units signed reached 20,316, marking a year-on-year growth of approximately 30% [13] - The active second-hand market is driving demand for new homes, particularly in improvement-type areas, as buyers transition from second-hand to new properties [14] Market Outlook - The upcoming May Day holiday is expected to maintain the market's momentum, with several projects set to open for subscription, including popular ones like Green City Chaoming Dongfang [15] - Analysts suggest that the revival of the new housing market, especially in improvement-type areas, may accelerate during the holiday period, although disparities between high-demand and less popular projects will persist [18]