新房市场：根据中指数据库监测，8月1日至26日，深圳新房住宅成交1811套/18.32万平方米，新批准上市商品住宅共计1384套/15.00 万平方米。8月份深圳新房供应收缩，核心区库存紧缺，外围区去化压力较大，新房成交量在传统淡季叠加高库存压力的影响下出 现回调。核心区域南山、福田、宝安高端项目去化亮眼，宝中保利臻誉府开盘去化率96%；新兴区域光明科学城、龙华红山等板块 头部项目热销、而部分位置偏远项目去化率不足30%。未来市场走势取决于政策力度与经济复苏节奏。 二手住宅市场：截至8月26日，深圳二手商品住宅共成交3619套/36.11万平方米，同比上涨16.07%。8月深圳二手房市场在政策预期 与刚需入场支撑下呈现企稳迹象，但高库存与价格下行压力仍存，买家观望情绪浓厚，期待政策进一步放松。 土地市场：8月深圳共成交3宗宅地。 8月04日下午，深圳宝安区新桥街道（A319-1225）地块完成竞拍，该地块属于沙井片区稀缺的低密住宅用地，此次吸引了绿城、越 秀、中海、华润，4家房企参与竞价，最终由绿城集团以12.15亿元低价成交，折合楼面地价约20364元/㎡，溢价率为11.47%。 8月08日，龙华区大浪与民 ...

Core Viewpoint - The Shenzhen real estate market shows a competitive landscape with significant sales growth in the first half of 2025, highlighting the performance of top real estate companies and popular projects [1][2][3]. Group 1: Sales Performance - In the first half of 2025, the top 20 real estate companies in Shenzhen achieved a total sales amount of 100.57 billion yuan, accounting for 60.28% of the city's total sales [1][2]. - The sales threshold for entering the top 20 list increased significantly to 2.47 billion yuan compared to 1.31 billion yuan in the same period of 2024 [2]. - The top three companies by sales amount are: 1. Hongrongyuan with 14.83 billion yuan 2. China Merchants Shekou with 9.33 billion yuan 3. Jingji Group with 6.75 billion yuan [1][2]. Group 2: Market Dynamics - The top 10 real estate companies accounted for 41.11% of the total sales in Shenzhen, indicating a diverse market with both private and state-owned enterprises competing [3]. - The top 10 residential projects achieved a combined sales amount of 32.47 billion yuan, representing 27.48% of the total residential sales [3][4]. - The market is characterized by a concentration of demand in a few high-quality projects, with the top project, Zhongzhou Yinxihua Garden, generating 6.02 billion yuan in sales [4][5]. Group 3: Future Outlook - The second half of 2025 is expected to see new projects like Poly Zhenyu Mansion and Junyue Mingdu entering the market, which may invigorate the Shenzhen real estate market [6][7]. - Analysts predict a potential increase in transaction volumes as market confidence improves, leading to a scenario of increased supply and differentiated market structures [7].