Group 1 - The core viewpoint of the news is that the new housing policy in Shenzhen has led to a significant increase in market activity, with both new and second-hand residential transactions rising sharply in September 2023 [1][2]. - In September, Shenzhen's total residential transactions reached 7,633 units, a month-on-month increase of 20.7% and a year-on-year increase of 38.3%. The first-hand residential transactions were 3,087 units, up 43.5% month-on-month and 32.7% year-on-year, while second-hand transactions were 4,546 units, up 8.9% month-on-month and 42.5% year-on-year [1]. - The average transaction price for second-hand residential properties in Shenzhen was 58,700 yuan per square meter, showing a slight month-on-month decline of 1.5%, while the listing price was 62,600 yuan per square meter, down 0.6% [1]. Group 2 - Analysts believe that the new policy has effectively stimulated the market, particularly in non-core areas where restrictions have been eased, leading to increased participation from first-time buyers and cross-city purchasing groups [2]. - The policy's targeted approach aims to address the issues of inventory in peripheral areas while stabilizing expectations in core areas, setting a foundation for a robust market during the peak season of September and October [2]. - Nationally, the new housing market has remained stable since 2025, but there has been a slight decline in sales since the second quarter of 2023. However, September saw a recovery in sales due to improved supply [2][3].

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]