（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]

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） ...

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 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]

Core Insights - Shenzhen's real estate market has shown significant growth in both new and second-hand housing transactions following the "9.5 New Policy" implemented on September 5, with notable increases in transaction volumes across various districts [2][3][6]. Group 1: Market Performance - The second-hand housing transaction volume in Shenzhen increased by 27.8% from September 6 to September 14, with districts like Bao'an and Luohu leading the growth at 67.6% and 48.1% respectively [2][3]. - New housing transactions also saw a rise, with 589 units sold in the week of September 8 to September 14, marking a 17.1% increase compared to the previous week and a 37.6% increase year-on-year [6][10]. - The overall second-hand housing market recorded 1,177 transactions during the same week, reflecting an 18.6% week-on-week increase and a 27.0% year-on-year increase [6][10]. Group 2: Price Adjustments - The increase in transaction volumes is attributed not only to policy incentives but also to significant price corrections in the second-hand housing market, making properties more affordable for potential buyers [4][10]. - For instance, a property in Bao'an that was previously priced at over 600 million yuan is now listed at approximately 328 million yuan, indicating a substantial price drop [4]. Group 3: Market Dynamics - The "9.5 New Policy" has effectively expanded the buyer pool by removing purchase restrictions in certain areas, particularly in Luohu, which has seen a surge in demand due to its favorable pricing and mature infrastructure [7][10]. - Despite the current positive trends, there are concerns regarding the sustainability of this demand, as the market is characterized by a high volume of listings and a greater number of price reductions compared to increases [12][11]. Group 4: Future Outlook - Analysts suggest that for the market to stabilize, monthly transactions in the second-hand sector need to consistently exceed 5,000 units, a threshold that has been met sporadically over the past year [13][16]. - The overall sentiment remains cautious, with fluctuations in transaction volumes indicating potential volatility in the market moving forward [16].

Core Insights - The new policy in Shenzhen has effectively stimulated the real estate market, leading to a significant increase in both second-hand and new home transactions [1][9]. Group 1: Second-hand Housing Market - The transaction volume of second-hand homes reached 1,347 units in the week of September 1-7, marking an 8.2% increase compared to the previous week [1]. - The first weekend after the new policy (September 7-8) saw a 37% surge in transaction volume compared to the previous weekend, indicating a direct impact of the policy [1][5]. - The new listings for second-hand homes increased by 15.6%, reaching a three-month high, reflecting enhanced owner confidence [7]. Group 2: New Housing Market - New home registrations rose to 359 units, a 35.5% increase week-on-week, with Bao'an District leading with 108 registrations [4]. - The overall increase in new home registrations varied by district, with some areas benefiting from supply increases or location advantages [4]. Group 3: Market Sentiment and Price Expectations - The market sentiment is stabilizing, with a notable increase in owner confidence and a rational pricing structure, where 22.8% of listings saw price increases while 83.9% saw price reductions [7]. - The overall market is moving towards a "volume increase and price stability" cycle, supported by the new policy's ongoing effects [9].

Core Viewpoint - Shenzhen's new real estate policy, announced on September 5, has significantly increased market activity, particularly among external buyers, leading to a surge in inquiries and property viewings [1][2][5]. Group 1: Market Response - Following the announcement of the new policy, external buyers showed heightened interest, with a reported 187% increase in visitor numbers and 16 transactions on the first day [2]. - A notable case involved a group of buyers from Xiamen who quickly returned to Shenzhen to view properties after the policy change [2]. - The second-hand housing market also experienced increased activity, with a 15% rise in daily viewings compared to the previous eight-week average [4]. Group 2: Policy Details - The new policy includes the relaxation of purchase qualifications for non-core areas, allowing non-residents to buy two homes without needing proof of tax or social security contributions [5]. - The core restricted purchase areas have been reduced to just a few districts, including Futian and Nanshan, which is expected to attract more buyers to the outer regions [5]. Group 3: Market Trends - The real estate market in Shenzhen is anticipated to see a peak in new property launches starting in September, coinciding with seasonal demand factors such as the National Day holiday and wedding season [10]. - In August, the second-hand housing market showed a signing volume of 5,267 units, indicating a year-on-year increase of 12.8%, while the new housing market remained sluggish with a 52.8% year-on-year decline in pre-sale transactions [6][8].

Group 1: Second-hand Housing Market - The second-hand housing market in Shenzhen recorded 5,267 transactions in August, a month-on-month decrease of 7.1%, but a year-on-year increase of 12.8%, maintaining a stable activity level above the "industry prosperity line" for six consecutive months [3][9] - Longgang district led the market with 1,169 transactions, accounting for 22.2% of the total, followed by Futian, Luohu, Nanshan, and Baoan, while peripheral areas recorded less than 100 transactions [3][5] - Longgang dominated the top ten active sub-districts, with four entries, indicating a strong demand for affordable housing in these areas [5] Group 2: New Housing Market - The new housing market experienced a significant decline, with only 1,352 new homes sold in August, a month-on-month drop of 13.4% and a year-on-year decrease of 52.8%, reflecting a cautious attitude from buyers regarding new home delivery timelines and price expectations [7] Group 3: Listing Volume - The number of second-hand housing listings reached a record high of 76,300 units by the end of August, up nearly 30% from January, indicating a buyer's market with increased supply and potential for negotiation [8] Group 4: Market Dynamics - The overall market is characterized by strong resilience in the second-hand housing sector, a struggling new housing market, and high listing volumes, suggesting a self-regulating market seeking a new balance [9][10]