在中指研究院深圳分院高级分析师孙红梅看来，此次深圳楼市新政核心区福田、南山虽限购政策保留， 但单身购房资格放宽，推动前海、宝中片区刚需入市。非核心区取消社保限制、房贷利率下调，取消企 业购房限制后，部分项目临深客户占比攀升，龙岗、光明等区域出现"跨城购房团"。"此次新政通过分 区调控、成本降低、资格扩容的组合拳，在短期内显著激活市场，非核心区域量价齐升、核心区域温和 回暖。政策精准切中深圳楼市'外围去库存、核心稳预期'的痛点，预计将为金九银十楼市旺季奠定基 础。" 从全国市场来看，中指研究院指数研究部总经理曹晶晶表示，2025年以来新房市场整体运行平稳，但二 季度以来销售有所转弱，9月供应改善带动销售略有修复。二手房市场持续"以价换量"，前三季度重点 城市二手住宅成交套数累计同比保持增长，其中经过6至8月阶段性降温后，9月二手房成交量同环比均 出现回升。 自9月5日深圳推出楼市新政之后，市场热度有所上升。 10月1日，深圳乐有家研究中心公布的数据显示，9月深圳一二手住宅网签总量为7633套，环比上涨 20.7%，同比上涨38.3%。其中，一手住宅网签3087套，环比上涨43.5%，同比上涨32.7%；二手住宅 ...

8月1日，据乐有家研究中心今日公布的数据，今年7月深圳楼市整体延续6月水平，7月深圳一二手住宅 网签总量7316套，环比下降5.9%，同比降8.7%。其中，一手住宅网签2660套，环比下降18.8%，同比降 22.6%；二手住宅网签4656套，环比上涨3.4%，同比涨1.8%，呈二手成交量上涨一手下跌的态势。二手 房方面，7月深圳二手房录得量为5669套，环比上涨2.2%，同比增长5.4%，仍超5000套荣枯线，二手住 宅网签量也呈现微涨态势。7月份业主议价空间有所提升，促使挂牌价、成交均价均出现小幅下跌，7月 深圳二手住宅成交均价为5.93万元/平方米，环比下降1.7%，挂牌均价为6.36万元/平方米，环比降 0.9%。 ...

Core Viewpoint - In the first half of 2025, Shenzhen's real estate market is expected to see a significant increase in transaction volume due to favorable policies and a post-New Year market boost, with a total of 51,104 residential units signed online, representing a year-on-year increase of 38.8% [1] Summary by Category - **Overall Market Performance** - Total online signed residential units in Shenzhen reached 51,104, marking a 38.8% increase year-on-year [1] - **New Residential Units** - New residential units (including pre-sale and current sale) accounted for 21,873 units, reflecting a year-on-year growth of 41.8% [1] - **Second-hand Residential Units** - Second-hand residential units signed online totaled 29,231, which is a year-on-year increase of 36.6% [1]

Core Insights - In the first half of 2023, Shenzhen's total residential transaction volume exceeded 50,000 units, indicating a robust real estate market recovery [1] Group 1: New Residential Market - In June 2023, Shenzhen's new residential sales reached 3,275 units, a month-on-month increase of 3.6% [1] - Among new sales, pre-sale transactions accounted for 1,898 units, reflecting a month-on-month decline of 7.6%, while current sales rose to 1,377 units, marking a month-on-month increase of 24.3% [1] - For the first half of 2023, a total of 21,868 new residential units were signed, with pre-sale transactions at 15,101 units, representing a year-on-year growth of 24.4% [1] Group 2: Second-hand Residential Market - In June 2023, the number of second-hand residential transactions recorded was 4,502 units, showing a month-on-month decrease of 3.9% [1] - The total number of second-hand residential transactions for the first half of 2023 reached 29,231 units, which is a year-on-year increase of 36.6% [1] - The overall second-hand residential recorded transactions for the first half of 2023 amounted to 35,106 units, reflecting a year-on-year increase of 30.7% [1]