中指研究院指数研究部总经理曹晶晶在接受经济观察报记者采 访时表示，由于2026年春节假期相对靠后，传统销售淡季窗 口相应后移，因此1月份的市场成交表现对于一季度的整体"成 色"较为关键。市场能否实现"开门红"，核心在于"稳定预 期"能否迅速转化为政策落地，并与市场现实有效衔接。 作者：邹永勤 封图：图虫创意 虽然离立春尚有些日子，但积弱已久的房地产市场，在一线城市已有"春意"。 1月1日至1月2日，2026年深圳市首个好房节在宝安区海滨广场举行，现场人山人海。深圳市宝安 区人民政府官网显示，该次活动集结了深圳市16个优质在售楼盘，两天时间累计吸引超5000人次 到场，接待咨询超500组，约60批客户预约后续专车带看。 根据天风证券分析师谭逸鸣的统计，截至1月2日当周，我国一线城市新房（指商品房）成交面积 环比上升 74%、同比上升 5%，结束了此前连续12周的同比下降趋势。 "分城市看，北京、上海、广州、深圳分别环周上升13%、82%、64%、263%。"谭逸鸣在其研 究报告中指出，近期政策利好接连释放，叠加季节性效应，推动楼市成交活跃度和市场情绪改善。 一线城市楼市有"春意" 根据中指百城价格指数，2025 ...

一线城市楼市有"春意" 根据中指百城价格指数，2025年百城新建住宅价格累计上涨2.58%。分季度来看，四个季度累计分别上 涨0.52%、0.64%、0.47%、0.93%，第四季度出现了一定的"翘尾"现象。 虽然离立春尚有些日子，但积弱已久的房地产市场，在一线城市已有"春意"。 1月1日至1月2日，2026年深圳市首个好房节在宝安区海滨广场举行，现场人山人海。深圳市宝安区人民 政府官网显示，该次活动集结了深圳市16个优质在售楼盘，两天时间累计吸引超5000人次到场，接待咨 询超500组，约60批客户预约后续专车带看。 根据天风证券（601162）分析师谭逸鸣的统计，截至1月2日当周，我国一线城市新房（指商品房）成交 面积环比上升 74%、同比上升 5%，结束了此前连续12周的同比下降趋势。 "分城市看，北京、上海、广州、深圳分别环周上升13%、82%、64%、263%。"谭逸鸣在其研究报告中 指出，近期政策利好接连释放，叠加季节性效应，推动楼市成交活跃度和市场情绪改善。 对此，谭逸鸣认为，近期政策利好接连释放，叠加季节性效应，推动成交活跃度和市场情绪改善，从而 使得一线城市楼市在岁末年初之际出现回暖态势。 ...

智通财经记者 | 王妤涵 12月28日，同样坐拥深圳湾视野的"中信城开信悦湾"开盘，两小时销售额突破100亿元，其中顶复席位 开盘1小时即告售罄，最高单价触及38万元/㎡；次日，年度压轴项目"后海招商玺"开盘，首批40套房源 当日全部售罄，收金约13.6亿元；四大豪宅项目短时间内合计收金约300亿元。 豪宅市场的火爆盛况，也传导至整个深圳楼市，带动市场情绪稳步回暖，部分二手房业主的信心与预期 也明显增强，最终推动12月深圳楼市迎来年末"翘尾"行情。 智通财经记者从深圳乐有家研究中心处了解到，12月份深圳有11个片区挂牌价微涨，罗湖、福田居多， 包括罗湖蔡屋围、万象城、笋岗、福田黄木岗、岗厦等，涨幅多在1%左右，成交量上涨也是改善置换 好时机，挂牌价仍以小幅下调为主，对于诚意客户，业主也愿意给予让利。 然而，这场顶豪盛宴并非市场全面复苏的信号。中指研究院深圳分院高级分析师孙红梅在接受智通财经 采访时指出："年末深圳豪宅市场的火热并非偶然"，而是"土地稀缺性、高净值人群资产配置需求和政 策精准调控三重因素共振的结果，并非全面普涨信号。" "以深圳湾澐玺项目为例，从现象来看，深圳湾澐玺单盘单日销售额突破130亿元， ...

Core Viewpoint - The recent launch of the Xinyue Bay project in Shenzhen has led to a staggering sales figure of 10 billion yuan within just two hours, indicating a significant surge in luxury real estate demand in the region, despite broader market challenges [2][9]. Group 1: Market Dynamics - The opening of Xinyue Bay set a new price ceiling in Shenzhen's luxury market, with an average price of 244,000 yuan per square meter and a peak price of 380,000 yuan per square meter, surpassing previous records [2][4]. - The luxury real estate market in Shenzhen has seen a rapid increase in activity, with several high-profile projects, including the recent sales of 13 billion yuan at the Shenzhen Bay Luanxi and 5.3 billion yuan at the GCC Lian Tai Chao Zong Wan, contributing to a total of nearly 30 billion yuan in just one month [4][9]. Group 2: Historical Context - The Xinyue Bay site was previously owned by Kaisa Group, which acquired it for 5.8 billion yuan in 2013, but faced financial difficulties that nearly left the project abandoned [5][6]. - The "service trust" model employed by creditors, such as CITIC, has allowed for the restructuring of the project, isolating previous debts and enabling a profitable sale, which necessitated high pricing to cover costs [7]. Group 3: Buyer Behavior - Wealthy buyers are aggressively purchasing luxury properties not necessarily due to confidence in the real estate market, but as a hedge against inflation and currency devaluation, viewing these properties as a safe haven for their capital [11]. - The recent lifting of the "70/90" policy has made it easier for buyers to purchase larger units without the complications of dual ownership requirements, further fueling demand for high-end properties [8][10].

活动现场,名流雅士荟萃,嘉宾络绎而至。来自行业、媒体代表超100人，周末累计到访客户超过千组。 赏·大师艺境 盛会之上，后海招商玺核心户型的精粹得以首次局部呈现：秉持"为家族百年传承而设计"的初衷，高定 建面约197-237㎡大师样板间。 四十余载，与城共进。招商蛇口深圳公司作为改革开放的参与者与深圳城市进化的共建者，累计开发六 十余个项目、服务超过10万户家庭，招商蛇口始终以远见回应时代的期许。 招商蛇口旗下的"玺系"产品，已有十年迭新历程，继豪宅标杆深圳双玺和"2024年交付天花板"太子湾招 商玺之后，于2025年在深圳后海带来了这条产品线3.0版本升级力作——后海招商玺，项目正式开放实 体展厅和样板房，吸引了众多关注者亲临现场。 启·一城热望 随着一场雅集于周末落幕，一幅关于未来居住的峯景，自此开篇。后海招商玺营销中心暨LSD大师样板 间，首度揭幕。融合后海的国际都会气度，与招商蛇口玺系十年豪宅营造的深厚积淀，开启一场关于顶 奢生活哲学的深度演绎。 藏·一生之宅 后海招商玺位于后海稀有的版图之上，占位后海双中心交汇的稀贵版图，这里不仅是城市经济与创新的 强劲引擎，更是链接国际都会繁华与山海人文静谧的终极 ...

Core Insights - The Shenzhen real estate market has shown significant growth in both new and second-hand housing transactions in 2025, with total transactions reaching 111,519 units from January to November, marking a 12% year-on-year increase and the highest level in five years [1][3] Group 1: Market Performance - New housing transactions in November reached 3,624 units, representing an 8.1% month-on-month increase, while second-hand housing transactions exceeded 5,000 units, indicating a steady recovery in market confidence and activity [1][3] - The continuous increase in transaction volume for second-hand homes has been observed for nine consecutive months, with November's volume rising to 5,762 units, suggesting a stabilization phase for the market [5] Group 2: Factors Influencing Market Growth - The increase in transaction volume is attributed to a combination of policy support, urban development benefits, and seasonal market dynamics. Recent policy adjustments, such as the relaxation of purchase restrictions, have lowered entry barriers for buyers [3] - The announcement of the 2026 APEC conference to be held in Shenzhen has boosted market confidence regarding the city's development potential and core asset values, particularly in high-demand areas like Shenzhen Bay and Houhai [3] - The traditional peak season for property transactions at the end of the year has also contributed to the uptick in activity, as buyers aim to finalize purchases before the year-end and developers offer incentives to boost sales [3] Group 3: Market Segmentation - The transaction volume is heavily concentrated in core districts such as Longgang, Futian, and Nanshan, which account for 92.3% of total transactions, while peripheral areas face pressure [7] - There is a notable demand pattern emerging, characterized by strong interest in both entry-level and luxury properties, with the Longgang Central City area leading in transaction volume for affordable housing, while high-end segments in Nanshan also show robust performance [7]

Core Insights - Shenzhen's luxury real estate market is experiencing a significant boost with the introduction of four major high-end projects, attracting high-net-worth individuals and increasing market activity [1][2] Group 1: Market Trends - In November, Shenzhen's second-hand housing transaction volume increased by approximately 17%, with luxury homes priced over 15 million yuan accounting for 2.3% of total transactions, up 0.6% from October [1] - The concentration of high-end projects entering the market is expected to activate potential buyer demand and accelerate transactions among high-net-worth clients [2] Group 2: Project Details - The four major luxury projects include: - Shenzhen Bay Lingxi: 348 units, with main areas ranging from 209 to 1180 m², pre-sale approved on November 24 [2] - CITIC Xinyue Bay: 407 units, main areas from 210 to 510 m², showroom opening at the end of November [2] - Lian Tai Chaozong Bay: 136 units, main areas from 303 to 1000 m², showroom and model room opened [2] - Houhai Zhaoshang Xi: 348 units, main areas from 186 to 247 m², showroom opened [2] Group 3: High-Net-Worth Demographics - According to Hurun Research Institute, Guangdong continues to lead in the number of high-net-worth families, with Shenzhen having 77,200 such families, ranking fourth nationally, providing a stable customer base for the luxury housing market [2]