Core Insights - The traditional sales peak season "Golden September and Silver October" has arrived, with developers actively preparing for increased sales opportunities [2][5][12] - New housing policies have positively impacted market sentiment, leading to increased buyer interest and sales in various cities [4][6][12] Group 1: Market Activity - In Shanghai, the first batch of pre-sale permits in September totaled 139,000 square meters with a total value of approximately 8.31 billion yuan, covering multiple hot districts [2][9] - In Beijing, new housing policy implementation has resulted in a three-week consecutive increase in new home registrations, indicating a positive market response [4][5] - In Shenzhen, the first weekend after the new policy saw a 48% increase in property visits and a 60% increase in sales volume [12] Group 2: Developer Strategies - Developers are leveraging the "Golden September and Silver October" period to launch promotional campaigns, such as Vanke's "2025 Golden Autumn Quality Housing Festival" [11] - In Shanghai, the housing authority's direct promotion of new projects has led to increased buyer engagement, particularly in areas outside the city center [6][9] - In Beijing, developers are focusing on projects located in the outer ring, where the new policies have opened up opportunities for previously hesitant buyers [5][12] Group 3: Regional Highlights - Chengdu is expecting over 1,500 new homes to enter the market in September, with several notable projects set to launch [10][11] - In Shenzhen, the easing of purchase restrictions has allowed previously excluded buyers to enter the market, significantly boosting both viewings and sales [12] - The luxury market in Shanghai remains robust, with the Jinling Huating project setting a new record for new home prices at 326,800 yuan per square meter [7][9]

"9月应该会好一些吧。" | 月度数据 ▼ | 《上个月 | | 2025年08月 | | 下个月 ▶ | | --- | --- | --- | --- | --- | --- | | 新房成交 ◎网签地图> | | | | | | | 全市 | | 中心城区 | | 郊区新城 | | | 6398 € | | 4912套 | | 12:36套 | | | 818657.3m | | 648978.3m 11 | | 169679.1m | | | 套均:128m | | 套均:132.1m | | 套均: 114.2m | | | 较上月 | -93章 | 较上月 | -271套 | 较上月 | +178套 | | 环比 | =1.4% | 环比 | -5.2% | 环比 : | +13.6% | | 较去年同期 | +557套 | 较去年同期 | +349套 | 较去年同期 | +208套 | | 同比 | +9.5% | 同比 | +7.6% | 同比 | +16.3% | | (去年同期 | 5841套) | (去年同期 | 4563套) | (去年同期 | 1278套) | 图源：成都房小团 眼下 ...

Sales Performance - In the first half of 2025, the total sales amount of the top 30 real estate companies in Chengdu reached 99.82 billion yuan, with China Resources Land, China Railway Construction, and Poly Developments leading the sales at 7.66 billion yuan, 7.39 billion yuan, and 7.34 billion yuan respectively [10] - The total sales area for the top 30 companies was 4.337 million square meters, with Poly Developments, China Resources Land, and China Railway Construction achieving sales areas of 343,000 square meters, 329,000 square meters, and 314,000 square meters respectively [10] Market Trends - The new housing market in Chengdu saw a total of 5,982 new homes sold in June, representing a year-on-year decrease of 13.7% but a month-on-month increase of 2.1% [10] - The new residential price index in Chengdu increased by 0.1 percentage points in May, marking the seventh consecutive month of price increases since November 2024 [10] Policy and Development - On June 6, the Chengdu Housing and Urban-Rural Development Bureau issued the "Good House" construction action plan, which includes 18 key tasks aimed at improving residents' living quality and happiness [10] - Upcoming projects such as Jianfa Zhaoshang Yuanqi Jinsha and Green City Run Baihe are expected to bring renewed activity to the Chengdu new housing market in July [10] Secondary Market - In June, the secondary housing market in Chengdu recorded 19,214 transactions, showing a year-on-year increase of 14.4% and remaining stable month-on-month [11] Land Market - The land market in Chengdu is experiencing record-breaking floor prices, with the Jinniu District's land price exceeding 20,000 yuan per square meter for the first time [11]