业内人士认为，市场信心与需求释放动能增强，整体看，市场企稳的积极信号有所显现，预计今年一季 度北京楼市成交保持高位，刚需和改善性需求将持续释放。 2025年12月24日，北京发布购房新政，从限购、信贷、公积金贷款等方面进行优化，降低了非户籍家庭 社保/个税年限要求，五环内由3年降至2年，五环外由2年降至1年；多孩家庭允许在五环内多购1套；不 再区分首套、二套商贷利率；将二套公积金贷款首付比例降至25%。本次政策直接扩大了购房群体规 模，降低了购房成本，有利于促进非京籍和多孩家庭购房需求释放。 "新政后那周末两天北京单量爆发，我们本来周一或周二可以选一天休假都停休了，公司要求改到2月初 连休，元旦假期也就1号休一天，其余时间都在上班。"北京海淀区某大型房产中介门店的工作人员对记 者说，最近看房量和成交量都挺多，但价格相对稳定。 中原地产研究院统计数据显示，北京楼市新政落地后（2025年12月25日至31日），新房日均网签133 套，较新政前（2025年12月1日至24日）增长44.6%；二手房日均网签702套，较新政前（2025年12月1 日至24日）增长37%，其中，12月31日单日网签1034套，较新政初期 ...

证券时报·券商中国记者多方采访了解到，北京楼市新政实施以来，看房量和成交量均较新政前有了明显增 加，其中，新房日均成交涨幅超过二手房。 业内人士认为，市场信心与需求释放动能增强，整体看，市场企稳的积极信号有所显现，预计今年一季度北京 楼市成交保持高位，刚需和改善性需求将持续释放。 2025年12月24日，北京发布购房新政，从限购、信贷、公积金贷款等方面进行优化，降低了非户籍家庭社保/ 个税年限要求，五环内由3年降至2年，五环外由2年降至1年；多孩家庭允许在五环内多购1套；不再区分首 套、二套商贷利率；将二套公积金贷款首付比例降至25%。本次政策直接扩大了购房群体规模，降低了购房成 本，有利于促进非京籍和多孩家庭购房需求释放。 "新政后那周末两天北京单量爆发，我们本来周一或周二可以选一天休假都停休了，公司要求改到2月初连休， 元旦假期也就1号休一天，其余时间都在上班。"北京海淀区某大型房产中介门店的工作人员对记者说，最近看 房量和成交量都挺多，但价格相对稳定。 中原地产研究院统计数据显示，北京楼市新政落地后（2025年12月25日至31日），新房日均网签133套，较新 政前（2025年12月1日至24日）增长4 ...

2025年12月24日，北京发布购房新政，从限购、信贷、公积金贷款等方面进行优化，降低 了非户籍家庭社保/个税年限要求，五环内由3年降至2年，五环外由2年降至1年；多孩家庭 允许在五环内多购1套；不再区分首套、二套商贷利率；将二套公积金贷款首付比例降至 25%。本次政策直接扩大了购房群体规模，降低了购房成本，有利于促进非京籍和多孩家庭 购房需求释放。 "新政后那周末两天北京单量爆发，我们本来周一或周二可以选一天休假都停休了，公司要求 改到2月初连休，元旦假期也就1日休一天，其余时间都在上班。"北京海淀区某大型房产中 介门店的工作人员对记者说，最近看房量和成交量都挺多，但价格相对稳定。 中原地产研究院统计数据显示，北京楼市新政落地后（2025年12月25日至31日），新房日 均网签133套，较新政前（2025年12月1日至24日）增长44.6%；二手房日均网签702套， 较新政前（2025年12月1日至24日）增长37%，其中，2025年12月31日单日网签1034套， 较新政初期（2025年12月25日至28日）的日均511套近乎翻倍，2025年12月全月二手房网 签17181套，重回1.5万套"荣枯线"以上 ...

| 商品房数据统计 | | | | | --- | --- | --- | --- | | 可售期房统计 | 2025 年11月预售许可 | | 2025/12/201 | | 可售房屋套数: 97876 | 批准预售许可证： | 16 | 网上认购: | | 可售房屋面积(M2)：8178377.6300 | 批准预售面积(M²): 526801.7300 | | 网上认购面积( | | 其中 42027 | 其中 住宅套数: | 2491 | 其中 住宅: | | 面积(M²): 5770481.4200 | 面积(M²): 395285.8600 | | 面积( | | 商业单元: 257 | 商业单元： | 0 | 南川 | | 面积(M²): 186528.9500 | 面积(M-): | 0.0000 | 面积( | | 573 办公单元: | 办公单元: | O | 办公! | | 面积(M2): 552331.9500 | 面积(M-): | 0.0000 | 直积( | | 车位个数: 44106 | 车位个数： | 3677 | 车位· | | 面积(M²): 1225293.2700 | ...

每年第四季度都是房企回款的关键窗口，这正是房企年底"冲业绩"的标准动作。在全年销售承压的背景下，开发商纷纷加快取证、推盘节奏，力求在年终 报表上交出一份体面的成绩单。 从区域分布看，海淀区、顺义区11月以来新增超1100套房源，石景山、朝阳、通州、昌平等区域也均有推盘，主城区成为绝对主力。 结构升级：改善型产品成供应主角 这一轮供应潮，不只是数量上的爆发，更是品质上的跃升。数据显示，11月以来新取证项目中，改善型户型（建面100平方米以上）占比近六成到六成 五。 从产品结构看，北京市场呈现"刚改并重、聚焦城区"特征：刚需与改善型产品各占约40%，高端产品占20%。而在12月全国重点城市中，改善型产品占比 高达56%。 供应井喷：年末放量背后的"业绩冲刺" 年末将至，北京楼市迎来一波罕见的供应潮。据北京市住建委公开信息统计，11月以来，已核发12张普通住宅预售许可证，涉及超3000套新房房源。 更惊人的是，克而瑞数据显示，2025年12月北京商品住宅预计新增供应面积达57万平方米（建面），环比大增399%，同比增长224%。 新房市场正从"满足居住"转向"提升生活" 这意味着什么？新房市场正从"满足居住"转向" ...

Core Insights - The Beijing real estate market is showing a clear trend where luxury homes and entry-level properties are performing well, while mid-range improvement housing is struggling to find its footing [1][4][13] - The market is characterized by a "two extremes hot, middle cold" phenomenon, indicating a significant divide in buyer interest and sales performance [4][5][13] Luxury Market - High-end properties are thriving, with unique resources and quality allowing them to maintain a separate market dynamic [6][8] - In November, luxury properties priced above 100,000 yuan per square meter frequently appeared on sales charts, with notable sales such as Jianfa Haiyan in Haidian district achieving a price of 137,036 yuan per square meter and generating over 600 million yuan in sales [7][9] - Buyers in the luxury segment are less sensitive to price changes, focusing instead on scarcity and exclusive resources [7][8] Entry-Level Market - Entry-level properties are gaining traction due to their affordability, with several units priced below 60,000 yuan per square meter making it to the top sales rankings [11] - Key factors driving the success of entry-level homes include proximity to subway lines, low total prices, and high usable area ratios [12] - For instance, the Zhongjian Yunhe Jiuyuan in Tongzhou sold nearly 70 units at just over 60,000 yuan per square meter, highlighting the appeal of affordable housing options [11][12] Mid-Range Market - The mid-range improvement housing market is facing challenges, caught in a difficult position without the allure of luxury or the price appeal of entry-level homes [13][14] - Properties priced between 6 million to just over 10 million yuan are struggling, with some previously popular projects now seeing price declines in the secondary market [13][14] - The disparity in costs within the same project could pose risks for future transactions, as buyers who purchased at higher prices may face losses if market conditions worsen [14] Market Outlook - The real estate market is expected to continue seeking balance between policy support and self-correction, with a persistent trend of "two extremes stable, middle fluctuating" likely to endure [15][16]

Core Viewpoint - The Beijing real estate market has shown a subdued performance in October, with both second-hand and new housing transactions declining compared to previous months and the same period last year [3][4][5]. Group 1: Market Performance - In October, the number of second-hand housing transactions in Beijing was 12,087, a month-on-month decrease of 23.7% and a year-on-year decrease of 30.4% [3][4]. - New housing transactions in October totaled 3,511, reflecting a month-on-month increase of 1.36% but a year-on-year decrease of 28.97% [3][4]. - The overall transaction volume for new and second-hand homes in Beijing from January to October 2025 reached 172,910 units, with year-on-year increases of 9.7% for new homes and 5.4% for second-hand homes [7]. Group 2: Influencing Factors - The decline in October's transaction volume is attributed to multiple factors, including the National Day holiday, which saw only 148 second-hand housing transactions during the holiday period [4][5]. - The high base from last year's market stimulus, particularly the "930" policy that significantly boosted transactions in September 2024, has made this year's October figures appear lower in comparison [5][7]. - The current market is characterized by a shift from rapid growth to a phase driven by fundamental factors such as population, economy, and income, indicating a more stable but pressured pricing environment [7]. Group 3: New Housing Market Highlights - Despite the overall decline, the new housing market in Beijing has seen some notable successes, with significant sales from new projects such as "Shuangzi Xing" and "Zijing Chenyuan" [8]. - The total new housing supply in October was 108,100 square meters, with major projects achieving substantial sales figures, including 56.5 billion yuan from one project [8][9]. - The top three real estate companies in terms of sales in the new housing market for the first ten months of 2025 were China Overseas Land & Investment, Yuexiu Property, and China Resources Land, with sales of 38.61 billion yuan, 25.49 billion yuan, and 23.89 billion yuan respectively [9].

Core Insights - The Beijing new housing market is experiencing a strong performance during the "Golden Week" holiday, with increased visitor and contract signing rates across various projects [1][4][8] - The surge in visitor numbers is attributed to the holiday providing ample viewing time for potential buyers and developers actively organizing promotional activities [5][6] Visitor and Sales Data - Many new housing projects in Beijing saw visitor numbers increase by over 40% during the holiday, with some projects reporting increases of 40% to 60% [4][5] - Specific project data shows that from October 1 to 6, the Jia Jing Li project had 83 visitors, an 8% increase, while the Man Yun ONE project had 130 visitors, a 30 visitor increase [4][7] - The "Chao Guan Tian Jun" project received over 500 visitors in the first five days of the holiday, achieving 42% of its total September visitor count [7] Sales Performance - The "Chao Guan Tian Jun" project achieved 12 contracts worth approximately 128 million yuan during the holiday, reaching 85% of its September contract value in just five days [7] - The Jia Jing Li project also saw a significant increase in sales, with a total of 6 units sold during the holiday, representing an 83% increase compared to previous periods [7] Market Trends and Factors - The new housing market's robust performance is a result of multiple factors, including the ongoing effects of policy easing and increased supply in the market [8][9] - The supply of new residential units in Beijing reached over 5,000 in September, creating a peak supply period that supports the market's performance in October [8][9] - Analysts express optimism for the October market, anticipating continued growth and potential surpassing of September's performance due to new product launches and sustained buyer demand [9][10]

Group 1 - The core viewpoint of the article highlights a significant rebound in Beijing's real estate market in September, driven by new policies implemented in August, with new and second-hand home transactions increasing by approximately 10% and 17% respectively compared to August [1] - In September, the number of new homes and second-hand homes signed in Beijing reached 3,464 and 15,843 units respectively, indicating a positive trend in the market [1] - The "Good House" policy has contributed to the sales of new housing projects, enhancing the functionality and quality of homes available [9] Group 2 - A new housing project in Tongzhou District saw over 60% of its initial 760 units signed by buyers shortly after its launch in late September [5] - The marketing manager of a housing project in Tongzhou reported daily customer visits ranging from 120 to 150 groups, with a conversion rate of 8 to 10 groups resulting in sales each day [7] - During the National Day holiday, another project in Tongzhou experienced an influx of 50 to 60 customer visits daily, with expectations for further increases as more customers return to Beijing [11]

Core Viewpoint - The recent policy changes in Beijing's real estate market have led to a stable overall transaction environment in the second-hand housing market, with an increase in inquiries and viewings, particularly in areas outside the Fifth Ring Road [1][2][3]. Group 1: Policy Changes - On August 8, Beijing's housing authorities issued a notification to further optimize housing purchase policies, allowing eligible families to buy an unlimited number of properties outside the Fifth Ring Road [2][4]. - The policy also applies to single adults, aligning them with family purchasing conditions for commodity housing [2]. Group 2: Market Response - As of August 14, the number of second-hand homes listed in Beijing reached 161,850, an increase of approximately 1,350 from the day the new policy was announced [2]. - There has been a noticeable rise in inquiries and viewings for properties outside the Fifth Ring Road, indicating a potential increase in transaction volumes in the coming weeks [2][3]. Group 3: Transaction Trends - Data shows that the number of second-hand residential contracts signed in Beijing for August reached 5,574, a year-on-year decrease of 3.78%, but an increase of 11.55% compared to the first 14 days of July [4]. - The new policy is expected to accelerate the absorption of properties outside the Fifth Ring Road, which has been a slower-moving segment of the market [3][5]. Group 4: Market Dynamics - The majority of new residential sales in Beijing from January to July were concentrated outside the Fifth Ring Road, accounting for over 80% of new builds and more than 50% of second-hand transactions [4]. - The policy change is anticipated to release pent-up demand, particularly for families looking to upgrade their housing situation by allowing them to purchase properties in the core areas without needing to sell their existing homes first [3][5].