放开第三队列的意义是比较大的，个人觉得有3点。 1、进一步扩大目标受众群体的基数，全力去库存。 之前因为全家非深户而不能上车的家庭，这次可以上车了。 因此，这次认购的家庭中： 好快呀！深圳安居房这就放开第三队列了！山樾湾花园再次配售，之前因为没有全家深户的家庭，这次 可以冲了！ 均价4.2万，户型就不细说了，今天重点说说这个第三队列。 单身满30周岁 一、认购时间 2025年11月25日17：00至12月7日18：00 二、三个队列 第一队列：深圳安居房在库，或领军人才； 第二队列：库外家庭 全家深户+主申请人社保5年（深户3年） 单身满35周岁 第三队列：库外家庭 主申请人深户+主申请人社保5年（深户3年） 如果主申请人的配偶是非深户，需要正常缴纳社保（在深退休的除外） 三、第三队列的意义 深圳的配售型保障房政策迟迟没有落地，不排除有为安居房和人才房让路的因素。 售保房一落地，会直接冲击安居房和人才房的销售，毕竟现在价格是王道，产权不产权，在很多人眼里 已经没那么重要了。 4、这次配售后，如果剩余房源超过2500套，预计后续就得出大招才能大量去库存，我想到的有两个： 一是送装修，送物业，直接用钱打动人； 之 ...

Core Insights - The Shenzhen real estate market experienced a decline in both new and second-hand residential transactions in October, marking a cooling trend during the traditional peak season [1][3][6] - The decrease in transactions is attributed to several factors, including the impact of the National Day holiday, reduced availability of attractive properties, and a high base effect from last year's supportive policies [1][3][6] New Housing Market - In October, new housing transactions in Shenzhen totaled 3,352 units, a significant month-on-month decline of 29%, with residential sales at 2,651 units, down 14.1% [3][6] - Despite the drop in sales, new housing supply remained active, with 4,143 new units approved for sale, reflecting a 2.3% increase month-on-month, and residential supply surged by 37.9% [3][6] Second-Hand Housing Market - The second-hand housing market also saw a decline, with 5,276 transactions recorded, a 6.8% decrease, and residential sales at 4,196 units, down 7.7% [5][6] - The decline was influenced by the holiday season and a reduction in buyer enthusiasm following a previously active September [5][6] Market Dynamics and Future Outlook - Despite the October downturn, the market showed signs of resilience, with second-hand housing transactions remaining above 5,500 units for eight consecutive months, indicating sustained demand [6][8] - The average transaction price for second-hand residential properties rose to 58,900 yuan per square meter, a 0.3% increase month-on-month, although the listing price slightly decreased by 1% [6][8] - The announcement of Shenzhen hosting the 2026 APEC meeting has sparked renewed interest in the real estate market, leading to a strong start in November with significant increases in both new and second-hand property transactions [7][8] Policy Environment - Recent policy signals from central and local governments indicate a focus on high-quality real estate development and risk management, with over 510 new policies introduced this year [8] - The market is expected to face pressure in the short term due to high base effects and increased supply, but a gradual recovery in transaction volumes is anticipated as year-end approaches [8]

Core Insights - The introduction of affordable housing in Shenzhen marks a significant change, allowing external applicants to purchase, thus broadening access for potential homeowners [1] - The affordable housing project, Shanyuwan Bay Garden, is strategically located in the Nanshan Qianhai core area, offering competitive pricing compared to surrounding commercial properties [1][2] - The demand for affordable housing is high, with a waiting list of 183,594 families, indicating a strong market need for such housing options [2] Group 1: Affordable Housing Market Dynamics - The price of affordable housing at approximately 37,000 yuan per square meter is significantly lower than nearby commercial properties, which can exceed 100,000 yuan per square meter [2] - The introduction of affordable housing is expected to divert potential buyers from the commercial housing market, exacerbating its existing challenges [2] - The current supply of affordable housing is limited, with less than 20,000 units available, while demand remains robust [3] Group 2: Challenges and Considerations - The application criteria for affordable housing remain stringent, potentially excluding many interested buyers who do not meet the requirements [3] - Concerns about the quality of affordable housing compared to commercial properties may arise, especially if price advantages diminish over time [3] - The 10-year resale restriction on affordable housing could deter some buyers, leading to a cautious approach in the market [3] Group 3: Future Market Outlook - The opening of affordable housing represents a critical exploration of Shenzhen's housing security system, potentially reshaping the housing market landscape [4] - Developers will need to enhance the quality and value of commercial properties to compete effectively with affordable housing options [4] - Buyers will need to carefully weigh the pros and cons of choosing between affordable and commercial housing in the evolving market [4] Group 4: Affordable Housing Inventory - The current inventory of affordable housing includes 3,466 units at Shanyuwan Bay Garden, with various configurations available to meet different family needs [5][6] - Other projects across different districts are also listed, with varying prices and available units, indicating a broader strategy to address housing needs in Shenzhen [5][6]

Core Viewpoint - The recent announcement regarding the adjustment of affordable housing policies in Shenzhen indicates a significant shift towards allowing broader access to these properties, potentially transforming them into regular market housing options for all buyers [1][4]. Summary by Sections Policy Changes - Shenzhen has officially opened up the purchase eligibility for affordable housing, allowing families outside the waiting list to apply if there are remaining units after initial sales [3][4]. - Previous adjustments included lowering the educational requirements for applicants and including skilled workers in the selection criteria [5]. Market Conditions - There are approximately 23,000 units of affordable housing still available for sale, with 182,359 families currently on the waiting list [5]. - Despite the high demand, many units remain unsold, indicating a pressing need to reduce inventory in the affordable housing sector [7]. Sales Performance - The sales performance of the Shan Yu Wan Garden project has been notably poor, with multiple rounds of sales yielding decreasing absorption rates [10][12]. - The first five sales rounds of Shan Yu Wan Garden showed a significant number of unsold units, with the highest absorption rate being only 34.55% [13][14]. Pricing Issues - The pricing of units in Shan Yu Wan Garden is considered too high for the target market, with two-bedroom units priced between 2.55 million and 3.16 million yuan, and three-bedroom units between 3.41 million and 4.13 million yuan [20][21]. - Comparatively, other affordable housing projects in less desirable locations have managed to sell out, suggesting that price is a critical factor in the market's response [16][21]. Market Dynamics - The majority of residential transactions in Shenzhen are concentrated in the price range of 5 million yuan or below, indicating that the affordable housing market must align its pricing strategies to meet buyer expectations [30]. - The recent policy changes are expected to influence the broader housing market, particularly as more affordable housing projects follow suit in opening up sales [32].

Summary of Key Points from the Conference Call Industry Overview - The conference call discusses the recent changes in Shenzhen's real estate policies, particularly focusing on the relaxation of purchase restrictions in certain districts, which aims to stimulate the housing market. Core Insights and Arguments 1. **Policy Changes and Market Response** - Shenzhen's new policy has partially relaxed purchase restrictions, particularly in the Luohu and Baoan districts, leading to a significant increase in second-hand housing viewings by 38% in Luohu and 15% citywide after the announcement [1][3][4]. 2. **Differentiated Regulatory Approach** - The city is divided into three categories: core restricted areas (Nanshan, Futian, and Baoan's Xin'an Street), relaxed areas (Longhua, Longgang, Pingshan), and fully open areas (Yantian, Dapeng), reflecting a differentiated regulatory strategy [1][6]. 3. **Impact on Housing Demand** - The relaxation of corporate purchasing restrictions allows companies to buy properties with loans, stimulating investment demand, especially in core areas [1][7][9]. The loan-to-value ratio can go up to 50%, with interest rates as low as 2% for acquisition loans [7]. 4. **Improvement in Financial Conditions for Buyers** - The alignment of interest rates for first and second homes at 3.05% reduces financial burdens for buyers looking to upgrade their housing, potentially increasing transaction volumes in both new and second-hand markets [1][8][9]. 5. **Increased Market Activity** - Following the policy changes, there has been a notable increase in property viewings and inquiries, indicating a positive market reaction and rising transaction expectations [1][11]. 6. **Future Market Trends** - Historical data suggests that the Shenzhen real estate market typically sees increased activity from mid-October to December, driven by various housing demands, despite current policy expectations not fully meeting market needs [31][32]. 7. **Price Trends and Market Stability** - The average price of second-hand homes in Shenzhen rose by 0.5% in August, signaling a stabilization after previous declines, largely attributed to high-net-worth individuals reinvesting in the market [2][29]. 8. **Sector-Specific Performance** - Certain districts like Longhua and Luohu are experiencing heightened interest and activity, while areas like Futian and Nanshan remain stable without significant changes [15][16]. Other Important but Overlooked Content 1. **Corporate Demand for Real Estate** - The relaxation of corporate purchasing policies is expected to attract financial firms and state-owned enterprises, enhancing market activity [25][26]. 2. **Rental Yield Analysis** - The rental yield in Luohu is the highest at 2% to 2.2%, making it an attractive investment area compared to other districts like Nanshan, which has a lower yield due to higher property prices [27]. 3. **Inventory and Supply Issues** - There are approximately 20,000 unsold units of talent and affordable housing, which need to be addressed to stabilize the market further [36][37]. 4. **Competitive Landscape of Real Estate Agencies** - The competitive nature of the real estate agency market in Shenzhen has led to lower commission rates compared to other major cities, impacting overall transaction costs [24]. 5. **Potential for Future Policy Adjustments** - While current policies aim to support the market, there is speculation about the possibility of further adjustments depending on national-level initiatives [34]. This summary encapsulates the key points discussed in the conference call regarding Shenzhen's real estate market and the implications of recent policy changes.

距离自贸港封关不到4个月时间，这段时间里海南备受全球瞩目。 资本强势入局，小老百姓热闹围观，楼市也被动带火，据了解近期出现岛外购房者扎堆捡漏，部分项目出现了淡季旺销的情况。 延续着自贸港的封关热潮，今天我们继续聊海南房价地图和各个重点数据统计信息。 全省房价最新动态 海南统计局月报如约出炉，重点来看房价情况，核心数据说在前面。 1、三亚数据炸了，单月房价飙涨至3.7万/㎡，惊现逆势上涨！ 2、海口1-7月房价稳定在1.2万/㎡区间，但7月出现销量滑铁卢，销量环比6月跌破61%; 3、陵水价格一路走低，房价跌至2.6万/㎡，但热度不减，月成交9.34万㎡，位居全省第三。 4、儋州7月成交面积仅1.37万㎡，环比6月跌超87%。 5、全省7月新房成交面积不足57万㎡，跌破近2年来最低值！ 整体看下来，这个7月，海南楼市不太平。 单月销量爆冷，各市县成交数据都出现一定程度的震荡。 特别说明：下图是7月单月的各城市楼市成交数据一览表，和1-7月的累计数据略有出入，仅反映7月当月的成交情况。 | | 信息来源:海南省统计局 制图:海南楼Sir | | | | | --- | --- | --- | --- | --- ...

全省各市县持续推动深入贯彻中央八项规定精神学习教育取得扎实成效 将"群众所需"变为"履职所向" 海南日报全媒体记者 黎鹏 李艳玫 刘冀冀 刘宁玥 此外，三亚还建立"红黄绿"三色电子台账，对高危隐患、一般问题、完好可用的器材分类标注，实 时更新状态，为维修优先级排序和资源调配提供精准依据，推动管理从"粗放式"向"精细化"转变。 琼中 破解涉企历史遗留问题 深入贯彻中央八项规定精神学习教育开展以来，全省各市县紧密结合实际，在精准性和实效性上下 功夫，持续推动作风建设走深走实，将"群众所需"变为"履职所向"，努力为群众办实事、解难题，把学 习教育成果转化为推动高质量发展的实际行动。 三亚 公共健身设施"活"起来 近日，三亚市民陈先生发现白鹭公园的漫步机扶手松动，用手机扫码上传问题图片。3天后，他收 到了修复完成的短信提示。"以前坏了不知找谁，现在扫码就能解决，太方便了。"陈先生说。 在开展学习教育过程中，三亚市旅文局聚焦市民反映强烈的健身器材维护难题，通过制度建设、智 能赋能、精细管理等举措，构建起全流程管护体系，破解公共健身器材"重建设、轻管护"难题，让民生 设施真正"活"起来、"转"起来。 针对采购、巡查、维修 ...

Core Viewpoint - Hainan Province has introduced nine new real estate policies aimed at optimizing both supply and demand, particularly focusing on supporting multi-child families and attracting talent to meet housing needs [1][2][5]. Demand Side Summary - The new policies include the cancellation of ordinary and non-ordinary residential standards, support for multi-child families in purchasing homes, and tax refunds for individuals selling their homes to buy new ones within a year [2][5]. - There is a specific emphasis on supporting talent acquisition by allowing them to apply for housing purchase subsidies and rental subsidies [2][5]. - The adjustment in housing credit policies will reduce the recognized number of properties owned by multi-child families, thereby easing their loan conditions [5][6]. Supply Side Summary - The policies aim to revitalize existing real estate land and properties, including support for converting commercial land for residential use and easing standards for purchasing existing homes for rental purposes [2][3]. - The government encourages the use of housing vouchers and "buy instead of build" methods for urban renewal projects in areas with high inventory of residential properties [3][6]. - The optimization of existing home sales processes will be piloted in Haikou City [3]. Market Impact - The policies are expected to enhance the efficiency of resource utilization and improve the supply-demand relationship in the real estate market [6]. - The measures are anticipated to positively impact the stabilization of Hainan's real estate market as they are implemented [1][6].

Core Viewpoint - The recent relaxation of housing purchase restrictions in Hainan is seen as a significant move, indicating a potential shift in the overall real estate market dynamics in China, particularly as it relates to first and second-tier cities [3][4][21]. Policy Changes - Approximately one-third of Hainan's 18 cities and counties have completely lifted purchase and sale restrictions, while key cities like Haikou and Sanya remain under stricter controls [3][4][21]. - The primary focus for Hainan this year is the completion of the Free Trade Port's customs closure, with other policy changes expected to follow [4][21]. Purchase Eligibility - For Hainan residents, the maximum number of properties that can be purchased is two, while families with multiple children can buy up to three [10]. - Non-Hainan residents can purchase up to two properties in certain areas, with some cities offering equal rights to local residents [10][29]. Loan and Financing Policies - The down payment for commercial loans remains at 15% for both first and second homes, while the down payment for public housing loans has been reduced to 20% [20][37]. - Public housing loan interest rates have been lowered, with the rate for first-time buyers with a loan term over five years dropping from 2.85% to 2.6% [20][21]. Housing Supply and Demand - The overall interest in Hainan's real estate market has increased, with a notable rise in inquiries from potential buyers across the country [6][21]. - The government has introduced various housing subsidies, with different amounts allocated based on family status and property size [59][60]. Future Outlook - The expectation is that more favorable policies will continue to emerge as the year progresses, particularly as the Free Trade Port initiative unfolds [21][24]. - The recent policy changes are viewed as a positive sign for the recovery of the housing market, with potential for further easing of restrictions in the future [21][24].

三亚今年重点推进4大安居房项目 据介绍，目前全市4个重点安居房项目中，已有三亚市中心城区HP02-01-06/07-01地块、招商海琴 花园2个项目进入热火朝天的主体施工阶段。其中三亚市中心城区HP02-01-06/07-01地块项目位于天涯 区海榆西线南侧、凤凰路西侧黄金地带，占地约25.05亩，将建成约380套安居房。招商海琴花园项目位 于三亚崖州区核心区域，占地约27.6亩，设计建设约480套安居房。 另外海罗片区、临春片区2个项目蓄势待发，前期报建手续也在紧锣密鼓推进中。其中海罗片区项 目选址于吉阳区律离村，用地规模约48亩，计划建设约270套安居房；临春片区项目毗邻吉阳区万科金 色半山项目，占地约27.6亩，预计提供约370套安居房。 上千户家庭将圆安居梦 海南日报三亚8月12日电 （海南日报全媒体记者 刘杰）8月12日，海南日报全媒体记者从三亚市住 建局获悉，三亚市2025年安居工程建设正加速推进，今年重点推进4大安居房项目，计划建设安居房超 过1500套，以切实行动回应市民对"住有所居、住有宜居"的热切期盼。 ...