记者从乐有家研究中心获悉，该中心数据监测发现，从近五年不同房龄段的房源成交占比数据来看，房龄在5 年以内的次新房及房龄在20年以上的老旧小区成交占比持续提升。 | | | 近五年深圳各房龄段二手住宅成交占比 | | | 数据来源:乐有家研究中心 | | --- | --- | --- | --- | --- | --- | | 房齢/成交年份 | 2021年 | 2022年 | 2023年 | 2024年 | 2025年1-11月 | | 5年以内 | 5% | 5% | 3% | 4% | 7% | | 5-10年 | 18% | 19% | 18% | 17% | 15% | | 10-20年 | 51% | 47% | 42% | 37% | 33% | | 20年以上 | 26% | 29% | 37% | 42% | 45% | 2025年1-11月18日，深圳5年以内次新房成交占比达7%，相较2024年提升3个百分点。次新房成交占比提升， 一方面是受深圳2024年"9.29"取消现售，增值税免征5改2政策带动，另一方面也是居民对居住品质需求的提 升。 此外，房龄在20年以上的二手住宅成交占比达45 ...

Group 1 - The introduction of new housing policies in Shenzhen on September 5 has led to an increase in market activity, with a notable rise in both new and second-hand property transactions despite a slight decline in second-hand sales due to typhoon weather [1][2] - As of September 28, the total number of new residential units sold in Shenzhen reached 1,482, while second-hand residential transactions totaled 4,323, indicating a robust market despite some fluctuations [1][2] - Real estate agents report a significant increase in decision-making speed and confidence among buyers with clear demands, although prices in the second-hand market remain relatively stable [1][2] Group 2 - The decline in second-hand housing prices over the past four years has made homeownership more accessible to previously unaffordable buyers, driving up transaction volumes [2] - The new policies are expected to create a positive cycle in the housing market, facilitating the transition from second-hand to new homes, particularly for buyers looking to upgrade [2] - The recent policy changes have led to a 35% increase in new home purchases in the 23 days following the policy implementation compared to the previous 23 days, and a 75% increase compared to the same period in August [2] Group 3 - Nationally, the new housing market has remained stable since 2025, but there has been a slight decline in sales since the second quarter, with September showing signs of recovery due to improved supply [3] - The second-hand housing market continues to operate on a "price for volume" basis, with key cities seeing a year-on-year increase in transaction numbers for the first three quarters [3]

Core Viewpoint - The Shenzhen real estate market showed a mixed performance in August, with a decline in new residential sales but a slight increase in second-hand housing transactions, indicating a complex market sentiment influenced by policy expectations and market conditions [1][2][3]. Group 1: New Housing Market - In August, the total number of new residential sales in Shenzhen was 2,151 units, representing a month-on-month decrease of 19.1% and a year-on-year decrease of 33.3% [1]. - The inventory of new pre-sale residential units reached 32,293 units by the end of August, an increase of 4,391 units compared to the end of June [1]. - The average monthly absorption rate over the past 12 months indicates a depletion cycle of 10.1 months, while the last 6 months suggest a longer cycle of 15.9 months [1]. Group 2: Second-hand Housing Market - The second-hand housing market recorded 4,175 transactions in August, a month-on-month decrease of 10.3% but a year-on-year increase of 9.8% [1][2]. - The average transaction price for second-hand homes was 59,600 yuan per square meter, with a slight month-on-month increase of 0.5% [2]. - The total number of second-hand housing transactions in August was 5,061 units, reflecting a month-on-month growth of 21.8% and a year-on-year increase of 12.8% [2]. Group 3: Rental Market - The average rental price for commercial properties in Shenzhen was 75.3 yuan per square meter in August, with a month-on-month increase of 0.5% [2]. - The average monthly rent per unit was 5,690 yuan, showing a month-on-month increase of 1.5% and a year-on-year increase of 0.6% [2]. Group 4: Market Outlook and Policy Impact - The recent adjustments in housing policies in Beijing and Shanghai are expected to influence Shenzhen's market, with a higher probability of policy follow-up to boost market expectations [3]. - The upcoming traditional peak season of "Golden September and Silver October" is anticipated to bring renewed market activity, supported by enhanced policy expectations [3].

Group 1 - The Shenzhen second-hand housing market shows signs of recovery with a recorded 1,184 transactions last week, representing a 5.2% week-on-week increase, ending a continuous decline trend [1] - As of August 4, 2025, there are 76,156 valid second-hand housing listings in Shenzhen, an increase of 645 from the previous week [1] - Despite a decrease in viewing volume due to heavy rain, the signing volume of second-hand residential properties increased significantly by 17% week-on-week, indicating a faster decision-making process among clients [1] Group 2 - In July, the new housing market in Shenzhen saw a net signing of 2,664 units, a decrease of 18.7% month-on-month, while second-hand housing transactions rose by 3.4% to 4,656 units, although still below May's levels [1] - The average listing price for second-hand homes in Shenzhen in July was 62,706 yuan per square meter, reflecting a 0.2% month-on-month increase, driven by price stability in popular properties and concessions in others [1] - The bargaining rate in July was 8.3%, an increase of 0.2% from the previous month, indicating a slight increase in negotiation flexibility [1] Group 3 - The housing market in Shenzhen is experiencing a traditional off-season in July, with a downward trend due to lower-than-expected policy implementation since June [2] - The increase in second-hand listings and significant price drops in the past suggest continued high trading activity in the second-hand housing market, supported by favorable loan conditions [2] - The new housing market is expected to show a pattern of "star projects being hot, while most developments remain flat," indicating competitive pressure and greater adjustment challenges compared to the second-hand market [2]

Group 1 - In July, Shenzhen's real estate market showed a trend of cooling in the primary market and stabilization in the secondary market, with primary residential transactions down 18.7% month-on-month to 2,664 units, marking a 17-month low [1] - The total transaction volume for both primary and secondary residential properties in July was 7,320 units, a decrease of 5.88% from June's 7,777 units [1] - The differentiation in the primary and secondary housing markets may be influenced by the supply structure, with high prices or poor locations of new developments driving buyers towards the secondary market [1] Group 2 - The secondary residential market in Shenzhen remained stable, with transaction volumes exceeding 4,500 units for three consecutive months from May to July, indicating a strong performance during the "golden three months" of March and April [2] - In July, the recorded volume of secondary residential transactions reached 5,669 units, reflecting a 2.2% month-on-month increase, with consistent performance above 5,000 units from May to July [2] - The demand for affordable housing is being supported by first-time buyers, with 39.69% of new residential transactions in July being for properties under 90 square meters, an increase of over 2 percentage points from June [2] Group 3 - The proportion of secondary housing transactions priced below 3 million yuan increased significantly to 27.2% in July, up 3 percentage points from earlier in the year, indicating a growing demand for affordable small units [3] - Policy measures such as reduced down payment ratios and optimized standards for ordinary residential properties have lowered the barriers for first-time buyers, directly stimulating demand in the under 3 million yuan segment [3] - The increase in the share of affordable housing transactions reflects the impact of price adjustments and policy incentives on first-time homebuyers [3]

Group 1 - The Shenzhen real estate market continues to show signs of recovery in 2023, with a notable increase in both new and second-hand residential transactions [1] - In June, Shenzhen's new residential property registrations reached 3,275 units, reflecting a month-on-month increase of 3.6% [1] - For the first half of 2025, new residential property registrations totaled 21,868 units, with pre-sale transactions accounting for 15,101 units, marking a year-on-year growth of 24.4% [1] Group 2 - The second-hand residential market in Shenzhen is also experiencing high activity, with 29,231 units transferred, representing a year-on-year increase of 36.6% [1] - Observations from a real estate agency in Nanshan District indicate that most staff are engaged in showing properties rather than managing listings, highlighting the demand in the market [1]

Group 1 - In May, Shenzhen's new residential market saw a total of 3,162 units signed, a month-on-month decrease of 14.4%, with pre-sale transactions at 2,054 units and current sales at 1,108 units [1] - The second-hand residential market recorded 4,687 transactions, down 18.2% month-on-month but up 18.3% year-on-year [1] - The new housing market in Shenzhen has shown significant differentiation, with projects that offer price advantages and high-quality products performing better in sales [1] Group 2 - As of the end of May, the inventory of pre-sold residential units in Shenzhen was 26,343 units, a decrease of 1,719 units from the end of April [2] - The average monthly absorption rate over the past 12 months was 3,497 units, resulting in a depletion cycle of 7.5 months, while the average over the past 6 months was 3,329 units, leading to a cycle of 7.9 months [2] - The average transaction price for second-hand homes in May was 61,200 yuan per square meter, a month-on-month decrease of 2.9% [2]