Core Insights - The Beijing real estate market has shown a significant recovery in September, with new residential sales increasing by 21% month-on-month and 22% year-on-year, while second-hand home transactions rose by 19% both month-on-month and year-on-year [1][2] - The supply of new homes in Beijing doubled in September compared to August, with over 3,000 new units entering the market, marking a turnaround from previous months of low supply [2][3] - High-demand projects, particularly in key areas, have driven market activity, with notable sales figures reported for several new developments [3][6] Supply Dynamics - The supply surge in September was a key driver for the market, with 26 pre-sale permits issued, including 17 for residential projects, compared to only 12 in August [2][4] - Major new projects such as Zhongjian Yunhe Jiuyuan and Puyue have entered the market, contributing to the increased supply and market enthusiasm [2][3] Sales Performance - Hot projects have significantly boosted sales, with Zhongjian Yunhe Jiuyuan achieving sales of 573 units worth 4.7 billion yuan on its opening day, and total sales reaching approximately 3.857 billion yuan by mid-October [3][6] - Other projects like Beijing Jianguo Jiatang Yuxi and Longhu Chenhan also reported strong sales figures, indicating a robust demand for new homes [3][6] Market Outlook - The "Silver October" is expected to continue the positive trend from September, with high-end projects performing well and ongoing demand for improved housing options [5][7] - The introduction of quality land parcels in the fourth quarter is anticipated to further support the market, with industry experts predicting an increase in new home sales [7][8]

新政出台当月，北京新房市场表现如何？中指研究院根据北京市住建委网签数据统计，8月份，北京新房成交面积38万 平方米，环比小幅增长4%，同比下降34%；二手商品住宅成交14123套，环比增长10%，同比小幅下降2%。而从周度数 据来看，新政出台后的3周里，北京新房网签量呈现"三连升"态势。 对于新政落地后的市场反应，中指研究院分析师王建梓分析指出："北京出台楼市新政后，对提升市场活跃度有一定带 动作用，部分新房楼盘到访和二手房小区带看略有增加。" 当前，房地产传统销售节点"金九银十"已正式到来，叠加前期出台的楼市新政，北京新房市场能否延续向好态势？对 此，合硕机构首席分析师郭毅判断："新政与'金九银十'销售节点形成双重助力，楼市热度是值得期待的。" 8月份，北京新房成交面积38万平方米，环比小幅增长4%。图/中指研究院 新政出台后新房成交量持续上涨 "8月8日出台的楼市新政属于微宽松范畴，对成交量的影响也是'微拉动'，集中显效期是在新政之后的3天时间，但是我 们发现，最近每个周末的成交量都比新政之前提升了20%-30%。"郭毅如是说。 除限购调整外，北京持续加大公积金支持力度也是此次新政的重要看点，包括二套房公 ...