伴随着2026年春节假期的结束，深圳房地产市场也迎来了"开门红"。据多家机构监测数据显示，今年春 节期间深圳楼市活跃度显著回升，新房与二手房的签约量、带看量较往年同期均出现大幅增长，市场回 暖信号清晰，置业"小阳春"正加速到来。 针对全国春节假期楼市的表现，广东省城规院住房政策研究中心首席研究员李宇嘉指出，今年春节虽受 旅游出行、房企休假影响整体成交偏少，但刚需刚改盘表现活跃，父母陪同看房、资金支持加速年轻群 体入市。全国重点28城新房假期成交同比增长8%，三四线城市返乡置业需求回暖。 李宇嘉进一步分析道，今年春节返乡置业表现稳健。究其原因，其一在于长假效应：返乡人流较往年更 为密集，部分企业提前放假，促使不少回乡人员计划在乡村及县域进行二次就业或创业，从而拉动了当 地的住房购置需求。其二是市场基本面：当前三四线城市房价跌幅显著收窄并趋于止跌，且房源供应量 相对有限，在价格处于低位的窗口期，有效激发了刚需置业热情。 在成交数据方面，深圳楼市表现出极强的反弹力。深圳中原数据显示，深圳二手住宅成交28套，日均成 交3.1套，较去年春节期间日均上升211.1%；新房成交33套，日均3.7套，上涨125.6%。截至2 ...

Core Viewpoint - The Shenzhen real estate market has shown signs of recovery in January 2026, following a significant adjustment in 2025, with both transaction volume and prices stabilizing and increasing [1][3]. Market Performance - In January 2026, the transaction volume of second-hand residential properties in Shenzhen reached a near 10-month high, with a month-on-month increase of 18.9% and a year-on-year increase of 80% [2][4]. - The average transaction price for second-hand residential properties in Shenzhen was 57,800 yuan/m², reflecting a month-on-month increase of 0.5%, marking the second consecutive month of price growth [6]. Buyer and Seller Sentiment - A survey indicated that 53% of respondents expect an increase in transaction volume for 2026, while 43% believe prices will remain stable, indicating a consensus on "volume up, price stable" [7]. - 90% of homeowners are unwilling to sell at a loss, with over one-third expecting to sell at least 10% above their cost price, which supports price stability in the market [10]. Capital Market Response - The positive sentiment in the Shenzhen real estate market has also been reflected in the capital markets, with both A-shares and Hong Kong stocks in the real estate sector showing strong performance, gaining over 5% in the last week of January [11]. - Analysts from various brokerage firms have noted that while profits for many real estate companies remain under pressure, there are emerging positive signals in the market, suggesting a potential recovery in the sector [12].

Core Insights - The second-hand housing market in Shenzhen is experiencing increased activity entering 2026, with a continuous rise in recorded transactions over three weeks [1] - The market is showing significant improvement compared to previous years, with increased viewing and transaction rates, particularly in the Futian district [1] Group 1: Market Activity - The number of property viewings has increased by 30% month-on-month, while transaction volumes have risen by over 20% [2] - An average of 120 property viewings per week is reported by a local real estate agency, indicating high demand [2] - The signing volume of second-hand homes in Shenzhen's Beike cooperative stores increased by 26% from January 1 to January 25 compared to the same period last month [3] Group 2: Policy Impact - A new tax policy effective January 1, 2026, exempts homes sold after two years from value-added tax and reduces the tax rate from 5% to 3% for homes sold before two years, significantly lowering transaction costs [2] - The reduction in tax rates has stimulated demand, particularly among buyers looking to upgrade their living conditions [3] Group 3: Commercial Property Market - The minimum down payment for commercial property loans has been reduced from 50% to 30%, leading to increased activity in the commercial real estate market [4] - A specific apartment project in Nanshan has seen a surge in visitor numbers from 60 to approximately 180 per week following the policy change, with conversion rates improving from 5% to between 10% and 12% [6][7] - The overall new housing market in Shenzhen is also showing signs of recovery, with new home transactions reaching 1,051 units in the third week of January, a 14.5% increase from the previous week [7]

Group 1 - The Shenzhen second-hand housing market shows resilience at the beginning of the year, with transaction volume reflecting a "price for volume" characteristic despite being in a buyer's market [1] - In the second week of January 2026, Shenzhen recorded 1,595 second-hand housing transactions, a 43.0% increase from the previous week, which had seen a 22.6% decrease due to the New Year holiday [1] - Since March 2025, the transaction volume has remained above the 5,000 units threshold for 10 consecutive months, indicating a relatively active market [1] Group 2 - The average transaction price for second-hand residential properties in Shenzhen fell by 1.9% year-on-year to 54,000 yuan per square meter in 2025, although the decline has narrowed compared to previous years [1] - The new housing market in Shenzhen is performing relatively weakly, with only 918 new homes sold last week, a 35.3% decrease from the previous week [2] - The key to stabilizing housing prices lies in the second-hand market, as the decline in new home prices is largely influenced by the expanding drop in second-hand prices [2]

Core Viewpoint - The Shenzhen real estate market is showing signs of bottoming out, with limited room for price declines, as indicated by recent buyer sentiment and transaction data [1][4]. Group 1: Market Trends - In 2025, Shenzhen's new home transactions totaled 55,300 units, a year-on-year decrease of 17.3%, while second-hand home transactions reached 68,200 units, a year-on-year increase of 5.7% [1]. - The decline in new home sales is attributed to a high comparative base from the previous year's fourth quarter, while the increase in second-hand home sales is linked to policy relaxations and demand release [1][4]. - The average transaction price for new homes in Shenzhen was 53,100 yuan per square meter, down 1.7% year-on-year, and for second-hand homes, it was 59,000 yuan per square meter, down 6.3% year-on-year [4]. Group 2: Buyer Sentiment - Many potential buyers, like Xiao Chen, have been hesitant to make purchasing decisions due to uncertainty in price trends, despite a perceived stabilization in the market [1][4]. - During the New Year holiday, the number of viewings for second-hand homes increased by 81% year-on-year, and the signing rate rose by 43%, indicating heightened market activity [4]. Group 3: Developer Strategies - Developers are cautious in their approach, preferring to release new units gradually to gauge market response, rather than engaging in aggressive discounting [3]. - The current market environment suggests that there is still room for policy optimization, which could further influence market dynamics [3].

Core Viewpoint - The Shenzhen real estate market is showing signs of recovery as the year-end approaches, with both new and second-hand housing transactions increasing week-on-week, indicating a growing demand from first-time and upgrading buyers, as well as a strong performance in the luxury market [1][6]. Group 1: New and Second-hand Housing Transactions - In the 49th week of the year, new housing transactions reached 807 units, reflecting a week-on-week increase of 4.8%, with residential sales accounting for 608 units, up 7.4% [2]. - The second-hand housing market recorded 1,419 transactions, marking a 6.2% increase week-on-week, achieving a strong start for December [2]. Group 2: Demand Trends - The demand side is also showing improvement, with new commission purchase contracts increasing by 4.8% week-on-week, indicating a sustained rise in home-buying intentions among citizens [3]. - The number of second-hand contracts signed at LeYouJia stores rose by 17.9% week-on-week, with viewing activity increasing by 5.3%, suggesting a robust market interest [3]. Group 3: Buyer Preferences and Market Dynamics - The majority of buyers (83.7%) are targeting properties priced under 10 million yuan, while 16.3% are looking at homes above this price point, indicating that first-time and upgrading buyers dominate the market [4]. - Longgang district has emerged as a benchmark for value, with a 25.4% share of buyer intentions and an average target price of 3.48 million yuan, while central districts like Futian and Nanshan have lower market shares due to higher prices [4][5]. Group 4: Luxury Market Performance - The luxury housing market is performing strongly, with the recent launch of the Qianhai Times Royal Mansion achieving an 80% sales rate on its opening day, indicating high demand for premium properties [6]. - The project, located in a core area of Qianhai, has attracted significant market attention, with 157 client registrations prior to the launch, showcasing the potential for high-end residential developments [6]. Group 5: Overall Market Outlook - The increase in both new and second-hand housing transactions, coupled with the strong sales of premium projects, suggests that a year-end "tailwind" market is forming, with stable demand from first-time and upgrading buyers contributing to a mild recovery in the Shenzhen real estate market [6].

Group 1 - The core viewpoint of the article highlights that Shenzhen's real estate market experienced a positive trend in the first week of December, with new home transactions increasing by 4.8% and second-hand home transactions rising by 6.2% compared to the previous week [1][3] Group 2 - In terms of demand, the market saw a 4.8% increase in new demand, with 83.7% of clients targeting homes priced below 10 million, indicating a focus on first-time and upgrade buyers [3] - Longgang district emerged as the most recognized area for value, accounting for 25.4% of buyer intentions with an average intended price of 3.48 million [3] - The distribution of active demand for "just need" and "just upgrade" housing is relatively scattered across Longgang, Luohu, Longhua, Pingshan, and Baoan districts, with Longgang Center City showing the most notable transaction performance [3]

Core Insights - The Shenzhen real estate market has shown significant growth in both new and second-hand housing transactions in 2025, with total transactions reaching 111,519 units from January to November, marking a 12% year-on-year increase and the highest level in five years [1][3] Group 1: Market Performance - New housing transactions in November reached 3,624 units, representing an 8.1% month-on-month increase, while second-hand housing transactions exceeded 5,000 units, indicating a steady recovery in market confidence and activity [1][3] - The continuous increase in transaction volume for second-hand homes has been observed for nine consecutive months, with November's volume rising to 5,762 units, suggesting a stabilization phase for the market [5] Group 2: Factors Influencing Market Growth - The increase in transaction volume is attributed to a combination of policy support, urban development benefits, and seasonal market dynamics. Recent policy adjustments, such as the relaxation of purchase restrictions, have lowered entry barriers for buyers [3] - The announcement of the 2026 APEC conference to be held in Shenzhen has boosted market confidence regarding the city's development potential and core asset values, particularly in high-demand areas like Shenzhen Bay and Houhai [3] - The traditional peak season for property transactions at the end of the year has also contributed to the uptick in activity, as buyers aim to finalize purchases before the year-end and developers offer incentives to boost sales [3] Group 3: Market Segmentation - The transaction volume is heavily concentrated in core districts such as Longgang, Futian, and Nanshan, which account for 92.3% of total transactions, while peripheral areas face pressure [7] - There is a notable demand pattern emerging, characterized by strong interest in both entry-level and luxury properties, with the Longgang Central City area leading in transaction volume for affordable housing, while high-end segments in Nanshan also show robust performance [7]

Core Insights - The Shenzhen second-hand housing market is primarily driven by "rigid demand" as indicated by recent data showing a 1.4% week-on-week increase in transactions, with a total of 1,472 units sold [1] - The demand side continues to rise, with new demand increasing by 8.5% week-on-week, while the supply side also shows a slight recovery with a 2.1% increase in new listings [1] - The market remains focused on affordable housing, with the majority of transactions concentrated in the 60 to 90 square meter range, reflecting a strong preference for "rigid demand" properties [1] Market Characteristics - In the first half of the year, the Shenzhen second-hand housing market exhibited a trend where lower-priced properties accounted for a higher proportion of transactions compared to listings, particularly for properties priced below 2 million yuan [2] - The proportion of transactions for properties priced between 2 million and 3 million yuan also exceeded their listing proportion by 4.4% [2] - The ongoing policy adjustments, including lower down payments and interest rates, have significantly influenced the market, favoring pure rigid demand [2] Demand Dynamics - The shift in housing supply and demand dynamics indicates a transition from price-driven expectations to a focus on living attributes, with rigid and improved demand becoming more prominent [2] - The resilience of rigid demand is expected to support the overall stability of the real estate market, as evidenced by the year-on-year growth in both new and second-hand housing transactions [2]

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]