"2026年，我应该会把买房的事落实了。"2026年元旦假期第一天，记者在深圳龙岗百鸽笼片区的一处新 房项目见到前来看房的小陈。他告诉记者，自己已经看了一年的房子，一直犹豫不定的心态正慢慢发生 变化。 校对：吕久彪 乐有家研究中心的数据显示，2026年元旦假期深圳门店二手住宅看房量同比上涨81%，签约量同比上涨 43%，自去年12月以来深圳楼市进入翘尾行情，元旦假期市场热度延续。 去年年底，深圳多个豪宅项目传来热销的消息。中指研究院深圳分院高级分析师孙红梅指出，去年年末 深圳豪宅市场的火热并非偶然，而是土地稀缺性、高净值人群资产配置需求和政策精准调控三重因素共 振的结果，并非全面普涨信号。 记者随机采访发现，多数购房者的购房经历与小陈一样，看房已久却始终做不了决定，原因在于房价的 走势仍难以预料。乐有家研究中心的数据显示，2025年深圳一二手房价格仍呈现下探趋势，一手预售住 宅网签均价为每平方米5.31万元，同比下降1.7%，二手住宅成交均价为每平方米5.9万元，同比下降 6.3%。另据深圳贝壳研究院统计，在买方市场形势下，尽管去年全年二手房成交均价同比下跌，但相 较于前几年，跌幅已明显收窄。 广东省住房政策 ...

"2026年，我应该会把买房的事落实了。"2026年元旦假期第一天，记者在深圳龙岗百鸽笼片区的一处新房 项目见到前来看房的小陈。他告诉记者，自己已经看了一年的房子，一直犹豫不定的心态正慢慢发生变 化。 小陈之所以能下这个决心，一个比较重要的原因在于他认为深圳楼市正在筑底，房价下跌空间"有限"。尽 管每个购房者的心态不尽相同，但从成交数据来看，深圳楼市"筑底"的趋势逐渐显现。 刚刚过去的2025年，深圳楼市购买力持续释放，最终推动楼市成交量长期稳定在"荣枯线"之上。深圳贝壳 研究院公布的数据显示，2025年深圳新房共成交5.53万套，同比下降17.3%，其中住宅成交3.79万套，同 比下降21.7%，成交量出现较大降幅的原因是2024年四季度大幅冲高，令对比的基数较高。二手房共成交 6.82万套，同比增长5.7%，其中住宅成交5.62万套，同比增长3.2%。深圳贝壳研究院认为，二手房成交量 微升的背后是政策松绑与需求释放同频共振的结果。去年9月深圳分区放宽限购，激活非核心区刚需客群， 叠加库存高位下业主主动调价促成交，供需双向发力，共同支撑成交量实现温和上行。 去年年底，深圳多个豪宅项目传来热销的消息。中指研究 ...

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].

记者从深圳市房地产中介协会获悉，今年第49周（12月1日-7日）全市新房（预售+现售）成交807套， 环比增长4.8%，其中住宅类别成交608套，环比增长7.4%；全市二手房（含自助）录得1,419套，环比增 长6.2%。12月首周，深圳楼市迎来"开门红"。 （作者：深圳特区报&读特记者 窦延文） 具体来看，龙岗区以25.4%的意向占比和348万元的意向套均总价，成为性价比最受认可的区域。福 田、南山等中心城区因总价较高，占比较少；坪山、盐田等远郊区域虽总价更低，但受配套等因素制 约，吸引力有限。整体来看，性价比是当前深圳普通购房者的核心决策因素，而龙岗正是这一趋势的集 中体现。 在本周二手住宅交易中，"刚需、刚改"需求较为活跃的片区分布在龙岗、罗湖、龙华、坪山、宝安五个 行政区，区域分布相对分散。其中，龙岗中心城片区的成交表现最为突出，其均价在五区中处于中等水 平，罗湖布心片区均价最高，坪山片区则为均价最低的区域。 （图片深圳市房地产中介协会提供） 从需求端（委买合同）看，本周市场新增需求量有所增加，环比增长4.8%，其中83.7%的客户选1000万 以下住宅，16.3%的客户瞄准1000万以上住宅，这表明 ...

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]

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]

Core Insights - The second-hand housing market in Shenzhen experienced a significant rebound in the 41st week of the year, with a recorded transaction of 1,219 units, representing a month-on-month increase of 233.1% [1] - The new housing market showed fluctuations in transaction volume due to the impact of the double holiday, with a total of 440 units sold during the same week [3] - The overall market structure remained stable, with the Longgang Central City area continuing to show strong market activity [4]

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]