我们之前的"新房10月成交数据"已经阐述了同样的观点：金九银十的神话早就破灭了。 早在10年前的2016年楼市政策正式收紧的那一年，金九银十就已经没了。之后的楼市，大家如果一直以来关注兔博士，看我们每月月报数据的 话，应该知道，金九银十从来都很"平庸"。成交量说不定还没有11、12月高。大家下面看趋势图就知道。 所以从成交数据来看，楼市10年前就没了"金九银十"，只有3月和4月开春楼市才值得期待一下，并且一般过完春节后的一个月，也是政策频出 的一月，通常就是3月了。 虽然9、10月10年前就成色不足，但我们坚持10年的"月报"还是得为大家呈上真实的数据。下面请看！ bK 宜昌市 $ 500-800万 $ 300-500万 73% 822套 -22% 1247套 -11% 63372元 -1% 47951元 -5% 35% $ 800万以上 200-300万 ● 200万以下 300-500万 500-800万 695套 -25% 800万以上 101585元 +7% 300-500万段成交量占主导,200-300万成交价下跌11% 数据说明Explain：数据出自兔博士app，2025年10月二手房成交数据， ...

（原标题：深圳二手房市场"刚需"盘成交活跃） 从片区表现来看，成交前十片区仍以刚需盘聚集地为主。从楼盘录得量来看，热门楼盘除南山的"华润 城润府"外，其他主要都是价格相对"刚需"的楼盘，侧面反映出当前深圳市场以刚需为主。 另据深圳中原研究中心统计，10月深圳的楼市成交结构中，刚需成市场主流。新房及二手住宅的主力成 交面积段均集中在60至90平方米。其中，该面积段的新房住宅占比大幅上升7.7%，二手住宅同样以39% 的成交占比居首。 深圳贝壳研究院数据显示，今年上半年深圳二手房呈现"低总价房源成交占比更高、中高总价房源挂牌 占比更高"的特征。具体来看，200万元以下房源成交占比相较挂牌占比多8.8%，200万元至300万元成 交占比相较挂牌占比多4.4%。乐有家研究中心数据显示，自7月以来，300万元以下房源成交占比持续 位于高位，连续4个月超过25%。 证券时报记者 吴家明 "刚需"是深圳二手房市场成交的主力。 深圳市房地产中介协会最新公布的数据显示，上周全市二手房（含自助）录得量为1472套，环比增长 1.4%，显示购房需求持续释放，二手房市场保持活跃态势。在需求端（委买合同），上周深圳市场新 增需求量继续 ...

Core Insights - The new housing market in Shenzhen shows a steady increase in transactions, with a notable rise in commercial properties, indicating growing interest in non-residential real estate [1][3] - The second-hand housing market recorded a nearly 10% increase in contract registrations, reflecting a subtle shift in supply and demand dynamics [4][6] - The market outlook remains stable, supported by favorable policies and an increase in new supply, although challenges such as declining seller willingness may impact future supply [9] New Housing Market - In the week of November 3-9, 2025, Shenzhen's new housing market recorded 1,015 transactions, a 2.2% increase from the previous week, maintaining a weekly transaction volume above 1,000 units [1] - The commercial property segment saw a significant surge, with transaction volume increasing by 66.8% compared to the previous week, highlighting a rising interest in non-residential properties [1] Supply Side - The fourth quarter is expected to see a supply peak in Shenzhen's new housing market, with over 10,000 new units anticipated, including high-demand projects in prime locations [3] Second-Hand Housing Market - The second-hand housing market recorded 1,452 contract registrations, a 9.5% increase week-on-week, indicating a high level of market activity [4] - The demand side shows a 4.6% increase in new buyer contracts, while the supply side experienced a 2.5% decrease in new seller contracts, suggesting a potential impact on future pricing trends [6] Regional Analysis - Longgang district continues to lead in transaction volume, with several areas making it to the top ten list, underscoring its significance in Shenzhen's real estate market [7] Market Outlook - The overall real estate market in Shenzhen remains stable, with new housing supply expected to rise and second-hand housing showing resilience [9] - Positive factors include ongoing financial support for reasonable housing demand and low mortgage rates, while challenges such as reduced seller willingness may limit second-hand supply [9]

不过，记者走访发现，"以价换量"仍是目前深圳二手房市场主流。有房产中介经理表示，9月以来的成 交回暖，除了政策提振，更关键是业主在价格上的让步，而且购房者也会对比，价格还没有实现"回 稳"。广东省住房政策研究中心首席研究员李宇嘉表示，9月超前释放部分需求，四季度的市场交易面临 着较大的下行压力。 麟评居住大数据研究院监测数据显示，10月100个重点城市二手住宅市场均价为每平方米13661元，环比 下跌0.48%，同比下跌3.5%，环比跌幅较上月扩大0.14个百分点。截至10月，百城二手房价格环比连续 下降32个月，同比连续下降34个月。与此同时，一线城市同环比跌幅继续居首。此外，10月监测重点14 城二手住宅成交95919套，环比下降11.6%，同比下降19.9%。10月监测14个重点城市二手住宅挂牌量约 205万套，环比上升1.4%，同比下降9.9%，在售挂牌量自5月以来连续5个月上升。 深圳市房地产中介协会最新公布的数据显示，截至2025年10月，深圳二手房录得量已连续8个月稳固在 5000套以上，其中10月份录得量达5547套，整体呈现"波动中趋稳"的良性态势。从区域来看，龙岗、罗 湖、福田、南山、宝安 ...

Group 1: New Housing Market - In October, Shenzhen's new residential housing market saw a month-on-month decline in net signed contracts by 14.1%, with a total of 3,352 units sold, marking a 29% decrease [1] - The number of new housing projects approved for sale reached 13, with a total supply of 4,143 units, reflecting a month-on-month increase of 2.3% [1] - The available new residential units in Shenzhen at the end of October were 32,788, showing a slight month-on-month increase, but the housing absorption period extended to 10.9 months due to decreased transaction activity [1] Group 2: Second-hand Housing Market - The second-hand housing market recorded 5,548 transactions in October, a month-on-month decrease of 4.5% and a year-on-year decline of 32.9% [2] - The average transaction price for second-hand homes was 51,934 yuan per square meter, down 1% month-on-month, while the average listing price was 62,334 yuan per square meter, also down 1.3% [2] - The negotiation rate increased to 9%, indicating a rise in sellers willing to make concessions, reflecting a market trend of "price for volume" [2] Group 3: Rental Market - The average rental price for commercial housing in Shenzhen was 74.7 yuan per square meter in October, down 0.4% month-on-month [3] - The overall rental market continued to show a seasonal downturn, with reduced demand leading to insufficient upward pressure on rental prices [3] - The average monthly rent per unit decreased by 2%, with core areas like Nanshan, Futian, and Luohu experiencing a drop in transaction volumes, further impacting rental levels [3]

记者从深圳市房地产中介协会获悉，今年第41周（10月6日-12日）全市二手房（含自助）录得1219套， 环比增长233.1%，双节假期后，二手房录得量出现快速回升，节后2天单日录得量均超300套。 据深圳市房地产信息平台数据，今年第41周全市新房（预售+现售）成交量受双节假期影响波动变化， 新房周成交440套。 从区域看，整体变动不大，继续保持原有格局；从片区看，龙岗中心城片区持续保持市场热度。 （作者：深圳特区报记者 窦延文） ...

记者查询多家机构发布的最新统计数据发现，国庆中秋长假后，深圳二手房市场的活跃度快速回升。 深圳贝壳研究院最新监测的数据显示，10月12日贝壳深圳合作门店二手房签约量创下"905新政"以来的 单日新高，与新政出台首周周日（9月7日）相比增长12%。上周，深圳二手房市场回归常态，买卖双方 入市意愿同步增强，直接推动成交快速回升。据深圳贝壳研究院数据统计，上周（10月6日至10月12 日）贝壳深圳合作门店二手房签约量较前一周（9月29日至10月5日）增长44%，这一增幅创下今年2月 底以来的最高水平。 乐有家研究中心的数据也显示，上周深圳楼市活跃度明显提升，乐有家门店二手住宅看房量环比上涨 26%，签约量环比上涨17%，周度看房量达到3月底以来的最高值，签约量也处于高位。新政效应叠加 年底购房旺季，有望迎来翘尾行情。 编辑：王菁 不过，尽管成交量迅速回升，但记者在多家二手房中介门店采访时，多位房产中介经理表示，对于需求 相对明确的客户，决策速度和信心都有明显提升，与此同时，目前深圳二手房市场还是"以价换量"，价 格变化不大。 中原地产首席分析师张大伟分析称，今年以来全国新房市场整体平稳，但二手房市场仍以"以价换量" ...

Core Insights - The Shenzhen real estate market is experiencing notable changes influenced by the 9.5 policy, with both new and second-hand housing markets showing signs of adjustment [1] New Housing Market - As of September 24, the transaction rate for new residential properties in Shenzhen reached 5.52%, an increase of 0.81 percentage points compared to August, indicating a faster decision-making process among buyers [2] - In the 38th week of September, new home transactions totaled 969 units, reflecting a 10% month-on-month increase, continuing the upward trend since the new policy [4] - The proportion of transactions for improved housing priced between 5 million and 8 million yuan increased by 3 percentage points compared to August, highlighting a shift in buyer preferences [4] - The luxury segment (properties over 15 million yuan) also saw a significant increase in transaction share, rising by 2.6 percentage points [4] - The new policy has been recognized for its targeted and practical design, aligning with market demands and optimizing housing-related policies [4] Second-Hand Housing Market - The second-hand housing market recorded 1,408 transactions in the week of September 15-21, maintaining a high level for the year, with Longgang District leading in transaction volume [5] - Despite a general increase in market activity post-policy, the second-hand market is experiencing a mixed sentiment, with some areas showing stable or slightly declining listing prices [5][6] - The ongoing high activity in the second-hand market is providing a foundation for homeowners to sell their existing properties and transition to new homes, fostering a positive cycle between the two markets [6] Market Sentiment and Listing Trends - In major cities, including Shenzhen, there has been a significant increase in the willingness of homeowners to list their properties, with Shenzhen seeing a 94% year-on-year increase in new listings in August [7] - The overall sentiment in the Shenzhen market remains stable, with a notable divergence in confidence levels across different regions and property segments [8] - The market is characterized by a "price for volume" strategy among sellers, reflecting a shift in homeowner expectations and market dynamics [10] Market Outlook - The current landscape in Shenzhen's real estate market is defined by a strong performance in new housing driven by improved demand, while the second-hand market remains stable [10] - Developers are expected to respond to market demands by accelerating the launch of new projects that cater to improved housing needs [10] - The long-term value of the market remains uncertain, contingent on future policy directions and supply-demand dynamics [10]

Core Insights - The Shenzhen real estate market is experiencing significant changes, particularly in the second-hand housing sector, with a total of over 5,000 online registrations as of September 23 [1] - The latest average listing price for second-hand residential properties in Shenzhen is 62,600 yuan per square meter, showing a slight month-on-month decline of 0.6% compared to August [3] - The implementation of the September 5 policy has effectively lowered the threshold for home purchases, boosting market confidence and stimulating demand for upgraded housing [4] Market Dynamics - As of September 22, the total online registrations for new residential properties include 58 pre-sale registrations and 34 current sale registrations, with a cumulative total of 1,895 for the month [1] - The second-hand housing market has seen a total of 3,711 online registrations this month, indicating strong activity in this segment [1] - The proportion of transactions for luxury properties priced above 15 million yuan has increased by 2.6 percentage points, reflecting sustained demand from high-net-worth individuals [3] Policy Impact - The September 5 policy is viewed as a timely intervention that not only reduces the economic burden on buyers but also enhances their confidence in upgrading their living conditions [4] - The ongoing policy support is expected to continue driving market stability and recovery, with improved buyer sentiment likely to sustain the release of demand for upgraded housing [4] - Future policy adjustments may be made to ensure the stable and healthy development of the market, responding to actual market conditions [4]

Core Insights - The new housing policy implemented in Shenzhen on September 5 has significantly stimulated various housing demands, leading to a rebound in the real estate market [1] - The policy has resulted in a notable increase in both second-hand and new housing transactions, with specific areas experiencing substantial growth [1][2] Market Performance - The Shenzhen Real Estate Association reported that the number of second-hand homes sold reached 1,554 units last week, reflecting a 15.4% increase compared to the previous week [1] - The average daily signing volume for second-hand homes increased by 34% on weekdays and 41% on weekends compared to July and August [1] - New home subscriptions also saw a rise, with a 30% increase on weekdays and 38% on weekends during the same period [1] Buyer Sentiment - Over 35.8% of surveyed respondents indicated an increase in their willingness to purchase homes, showing a positive shift in buyer confidence [3] - More than 20% of respondents noted an increase in inquiries from out-of-town clients, suggesting the policy's effectiveness in attracting external buyers [3] Policy Impact - The survey conducted by the Shenzhen Real Estate Association revealed that over half of the respondents believe that the policy adjustments, such as the relaxation of purchase restrictions in certain areas, have the most significant impact on the market [2] - The combination of zoning adjustments, cost reductions, and expanded eligibility is expected to stabilize the market and support a healthy development trajectory [3]