晨报讯（南京晨报/爱南京记者 许崇静）近日，南京网上房地产发布的数据显示，上周（12月15日至21 日），南京二手房成交1772套，环比增长10.8%，日均交易253套，高于近10周均值的11.2%；12月市场 累计成交4849套，同比增长0.4%。 贝壳南京站提供的数据显示，上周成交的房源中，60—90㎡房源占比最高，占36.1%；其次90—120㎡ 的房源，占28.1%。60—120㎡的房源为成交主力，占总成交量的64.1%。总价在100万元的房源占比最 高，占44.3%；其次为总价100万—200万元的房源，占33.3%；总价在200万元以内的房源为成交主力， 占总成交量的77.6%。 （来源：南京晨报） 上周贝壳成交套均总价149万元，环比下降2.3%。建邺区套均总价最高261.5万元；其次为鼓楼区套均总 价为195.1万元。成交均价为16413/㎡，环比增长1%。鼓楼区成交均价最高，为25655元/㎡；其次为建 邺区成交均价为25654元/㎡。上周新增房源挂牌均价为21460元/㎡，环比上周增长6%。 转自：南京晨报 ...

数据显示，11月南京新房价格环比上涨0.2%，并列排名全国第三，仅次于合肥、襄阳的0.3%。这也是自今年4月至10月连跌7个月后，南京新房价格迎来 止跌回涨。 | | | | 数据来源:国家统计局 | 2025年11月70个大中城市新房价格环比指数 | 《辉哥说夜市》制图 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 城市 | | 环比涨幅 (%) | 序号 | | 城市 | 环比涨幅 (%) | | 1 | 글 | H | 0.3 | 30 | 直 | 林 | -0.4 | | 1 | 童 | RE | 0.3 | 30 | ਵੇ | સ્ટ | -0.4 | | 3 | Fa | 京 | 0.2 | 30 | 漫 | 江 | -0.4 | | 3 | 貴 | RE | 0.2 | 30 | F | 35 | -0.4 | | 5 | 沈 | RE | 0.1 | 40 | नह | 문 | -0.5 | | 5 | - | 海 | 0.1 | 40 | | 句家庄 | -0.5 | | 5 | E | 大 | 0.1 | 40 ...

Core Viewpoint - The Nanjing real estate market has been experiencing a downward trend in both new and second-hand housing prices and transaction volumes since the second half of 2025, indicating a deep adjustment phase in the market [1][2][5]. New Housing Market - From January to August 2025, Nanjing's new residential supply totaled 136.82 million square meters, a year-on-year decrease of 22.53%, while total transactions reached 202.40 million square meters, down 14.40% year-on-year [1][2]. - In August 2025, the transaction volume for new residential properties was 17 million square meters, representing a month-on-month decline of 18% and a year-on-year decline of 44% [2]. - The average sales price index for new residential properties in Nanjing fell by 0.6% month-on-month and 1.3% year-on-year in August 2025, with an average cumulative decline of 1.9% from January to August [2]. Second-Hand Housing Market - In the first eight months of 2025, the total transaction volume for second-hand housing in Nanjing was 577 million square meters, a year-on-year decrease of 4% [5]. - In August 2025, the transaction volume for second-hand housing was 58 million square meters, down 12% month-on-month and 23% year-on-year [5]. - The average sales price index for second-hand residential properties fell by 0.7% month-on-month and 6.2% year-on-year in August 2025, with a cumulative average decline of 5.3% from January to August [5]. Price Adjustments - The proportion of second-hand housing communities with price reductions has been increasing, with 68% of high-frequency trading communities experiencing price declines in August 2025, marking a significant increase from the previous month [7]. - In August 2025, 77% of high-frequency trading communities had their listing prices reduced, the highest proportion in nearly a year, with an average decline of 10.3% compared to August 2024 [14]. - The downward price adjustment is particularly pronounced in the first-time buyer and improvement segments, with 71% and 65% of properties in these categories, respectively, experiencing price declines in August [16]. Market Dynamics - The core issue driving the continuous decline in Nanjing's housing prices is the pressure from inventory and high land supply [18]. - The narrow inventory digestion cycle is less than 20 months, but the broad inventory digestion cycle is approaching 10 years, leading to a significant amount of residential land becoming "dead stock" [18]. - To stabilize the market, it is suggested that authorities focus on supporting key trading segments and optimizing supply-side measures, while also linking land supply to broader inventory levels to alleviate long-term inventory pressures [18].

Core Insights - The recent surge in second-hand housing transactions in Nanjing, with a 19.5% week-on-week increase, indicates strong market vitality despite previous fluctuations [1][4]. Group 1: Transaction Data - Nanjing's second-hand housing transactions reached 1,507 units last week, including areas like Gaochun and Lishui [1]. - Properties sized between 60-90 square meters accounted for 38% of transactions, while homes priced between 1 million to 2 million yuan made up 38.4% of total sales [3]. Group 2: Factors Behind the Increase - Recent monetary policies, including interest rate cuts and adjustments to public housing fund rates, have lowered entry barriers and costs for homebuyers, enhancing market activity [4]. - The release of pent-up demand from the "golden three and silver four" months has sustained interest in second-hand homes, particularly among young first-time buyers seeking cost-effective options [4]. - Increased confidence in the market is reflected in the stabilization of new home prices, encouraging homeowners to list their properties and prompting buyers to engage more actively [4]. Group 3: Market Outlook - The Nanjing second-hand housing market is expected to maintain a certain level of activity due to ongoing favorable policies and stable demand, although factors like inventory and land supply may pose challenges [6]. - Buyers are advised to consider location, school districts, and amenities when selecting second-hand homes, while sellers should price their properties reasonably and time their listings effectively [6].