"红五月"楼市分化明显 5月，核心城市新房市场整体保持修复态势，"红五月"行情在上海、北京、广州等热点城市得到体现， 这些城市新房成交量同环比均保持增长。 楼市在经历了"小阳春"后，"红五月"行情随之而来，并在上海、北京、广州等热点城市得到体现。不 过，5月楼市分化依然明显。 克而瑞的监测数据显示，5月，30个重点城市新房成交面积1058万平方米，环比下降2%，同比下降 9%。中指研究院的数据显示，5月，百强房企销售额同比下降17.3%，较4月降幅扩大0.5个百分点。 "整个市场短暂出现调整属于正常情况。"上海易居房地产研究院副院长严跃进在接受《每日经济新闻》 记者采访时表示，从去年四季度到今年4月，全国房地产市场出现了7个月的回稳，5月尽管有些数据出 现波动，但总体还是延续了一个向好的态势，市场反馈还是积极的。 进入6月，对于多数房企而言，已进入到年中业绩冲刺期。在5月新房市场分化、百强房企整体销售额同 比下降的背景下，据《每日经济新闻》记者了解，多家头部房企推出了"好房子"新规产品，并实现了较 高的去化率。 一家房企的相关负责人在接受记者采访时表示，现在，开发商都面临较大压力，大幅降价促销反而可能 对项目 ...

Core Viewpoint - The real estate market is gradually stabilizing after a period of adjustment, with notable performance in major cities during May, although significant market differentiation remains evident [1][3][9]. Market Performance - In May, the new housing transaction area in 30 key cities was 10.58 million square meters, a month-on-month decrease of 2% and a year-on-year decrease of 9% [1][9]. - Major cities like Shanghai, Beijing, and Guangzhou showed positive trends, with Shanghai's new housing transactions increasing by 20% month-on-month and 24% year-on-year [3][4]. - Guangzhou's new housing transactions rose by 32% month-on-month and 26% year-on-year, while Beijing saw a 14% month-on-month and 38% year-on-year increase [4][3]. Sales Performance of Leading Companies - The sales revenue of the top 100 real estate companies in May decreased by 17.3% year-on-year, with a slight increase in the decline rate compared to April [10][12]. - Poly Developments achieved a sales revenue of 28.51 billion yuan in May, a month-on-month increase of 15.8% but a year-on-year decrease of 19.3% [10]. - Greentown China reported a sales revenue of 25.5 billion yuan in May, with a year-on-year increase of 9.4% [10]. Market Differentiation - The market is characterized by significant differentiation, with some cities experiencing a decline in new housing transaction volumes [7][8]. - In Chengdu, new housing supply and transaction volumes both saw declines, with new supply down by 38.84% year-on-year [8]. - In Shenzhen, core area projects had a high sales rate exceeding 80%, while non-core area projects struggled with rates below 50% [8]. Product Strategy and Market Response - Companies are focusing on launching "good housing" new regulation products to improve sales performance, achieving high sales rates [1][9]. - Developers are adapting their strategies by enhancing existing projects and improving service quality to compete with new regulation products [13]. - The market is expected to continue its weak recovery trend, with a focus on improving product quality and marketing efforts as companies approach mid-year performance targets [14].