新华财经上海10月11日电（谈瑞）上海楼市在国庆中秋假期后迎来首轮供应高峰。上海房地产交易中心11日公告，近期上海将有8个新盘上 市，集中释放874套房源，覆盖虹口、浦东、嘉定等多个热门区域，产品线完整覆盖刚需、改善至高端全梯度需求，其中两个"10万+"项目引 发市场关注。 从市场基本面来看，上海新房市场正形成"高端改善引领增长"的鲜明格局，这批新盘入市有望延续国庆假期的销售势头。中指研究院数据显 示，9月上海新建商品住宅成交97万平方米，环比增长23%，同比提升16%；国庆假期期间，新建商品住宅日均成交0.62万平方米，较去年同 期增长3%，市场回升态势初显。 （文章来源：新华财经） 高端市场中，华润旗下两大项目表现尤为亮眼。虹口北外滩核心区的外滩瑞府此次加推146套房源，备案均价定在14.83万元／平方米，较一 期实现小幅上浮。依托一线滨江生态资源与成熟的生活配套，这个区域标杆项目持续吸引着改善型购房者的目光。浦东新杨思板块的翡云悦 府二期则聚焦大户型供应，推出32套建面约170平方米的房源，均价达11.367万元／平方米，较上一批次的10.442万元／平方米上涨近万元， 以8.8%的涨幅成为本次入市项目 ...

Core Viewpoint - Shanghai's new real estate policy, implemented on August 25, aims to address structural market issues by allowing eligible families outside the outer ring to purchase homes without restrictions and increasing the public housing fund loan limits, which has quickly attracted market attention [1][2]. Group 1: Market Response - The first week after the policy's implementation saw a significant increase in market activity, with new home sales doubling compared to the previous week, and some projects achieving "sold out" status on the first day [1][2]. - The policy has led to a surge in inquiries and viewings in the second-hand housing market, indicating a recovery in market confidence [5][6]. - The new policy has effectively reduced home purchasing costs, stimulating demand in the outer ring new housing market [1][3]. Group 2: Sales Performance - The Jinmao Tangqian project in Baoshan district launched 160 units at an average price of 53,900 yuan per square meter, achieving a subscription rate of 162.5% on the opening day [2]. - The Poly Haishangyin project also reported strong performance, with a subscription rate of 170% for 168 units, indicating robust demand in the outer ring area [2][3]. - Sales figures from the previous week showed a 35.25% increase in new residential area transactions, with significant contributions from the outer districts [7]. Group 3: Future Expectations - Analysts expect the positive effects of the new policy to continue, especially with the traditional peak sales season of "Golden September and Silver October" approaching [1][8]. - The new policy is anticipated to bring over a 20% increase in customer volume for large residential projects, enhancing sales momentum [7][8]. - Despite the positive outlook, there remains a cautionary note regarding the varying performance across different projects, with some experiencing lower demand [9].

Group 1: Sales Performance of Real Estate Companies - The top 10 real estate companies in China achieved a total sales amount of 705.3 billion yuan from January to August 2025, representing an 8% year-on-year increase [8] - The sales amounts for the top 100 real estate companies reached 28.2 billion yuan, with a significant decline in the threshold values for the top 30 and 50 companies, which decreased by 10% and 18% respectively [8] Group 2: Policy Changes and Market Impact - Beijing and Shanghai have optimized their housing purchase restrictions in non-core areas, but these changes have not significantly impacted the real estate market [10][11] - The adjustments in purchase policies allowed for increased buying capacity for eligible families in non-core areas, yet the immediate sales results did not show a notable increase [14][15] Group 3: Land Supply and Market Dynamics - The focus of real estate policy has shifted from "incremental expansion" to "stock quality improvement," with a trend towards re-supplying previously unsold or stored land through regulatory adjustments [16] - In August, significant land transactions occurred in Shenzhen and Ningbo, with a notable land deal in Shenzhen reaching a total price of 8.64 billion yuan, setting a record for the year [17][18]