机构监测数据显示，深圳11月二手房成交量维持在“繁荣线”水平，录得量达近46个月来最高，上海二手房（含商业）成交量也创下44个月新高。与此同时，沪深新房“日光盘”频现。业内认为，随着政策效应持续释放，市场有望进一步止跌回稳。另外，市场憧憬将于本月召开的重磅会议。中信证券认为，止跌回稳目标下，地产政策仍处于密集出台和落实的窗口期，包括城中村改造、收购限制土地及收储、需求侧政策放松等。Mainland real estate stocks generally rose. As of the time of this release, shimao group (00813) gained 6.31%, reported at 1.18 HKD; ronshinechina (03301) increased by 5.68%, reported at 0.465 HKD; sunac (01918) rose by 4.03%, reported at 2.58 HKD.
According to Zhito Finance APP, mainland real estate stocks generally rose. As of the time of this release, shimao group (00813) gained 6.31%, reported at 1.18 HKD; ronshinechina (03301) increased by 5.68%, reported at 0.465 HKD; sunac (01918) rose by 4.03%, reported at 2.58 HKD; agile group (03383) increased by 3.75%, reported at 0.83 HKD; cifi hold gp (00884) rose by 3.03%, reported at 0.34 HKD.
In terms of news, data from the China Index Academy shows that from January to November, the total sales of the top 100 real estate enterprises amounted to 3851.6 billion yuan, a year-on-year decrease of 32.9%, with the decline narrowing by 1.8 percentage points from the previous month. In November alone, the sales of the top 100 real estate enterprises fell by 9.46% year-on-year and decreased by 18.62% month-on-month. Guosheng Securities stated that the overall market heat in November has eased, but there has been a rebound compared to the third quarter. The monthly sales of the top 100 fell by 17% month-on-month, but still represented a 44% increase compared to September, showing a year-on-year decline of 7%, with the decrease lower than in previous years.
Data monitored by institutions shows that the transaction volume of second-hand houses in Shenzhen remained at the "boom line" level in November, recording the highest volume in nearly 46 months, while the transaction volume of second-hand houses in shanghai (including commercial) also reached a new high in 44 months. Meanwhile, 'sunshine listings' of new houses in shanghai and Shenzhen appeared frequently. Industry insiders believe that as the policy effects continue to be released, the market is expected to further stabilize after a decline. Additionally, the market is looking forward to a significant meeting to be held this month. Citic Securities believes that under the goal of stabilizing after a decline, real estate policies are still in a critical window for intensive introduction and implementation, including urban village renovation, restrictions on land acquisition, and relaxed demand-side policies.
