21st Century Business Herald reporter Wu Shuying intern Yang Jingyi reported in Shenzhen
The first opening of multiple markets in one day was sold out, and the recent performance of the Shenzhen property market made the market finally feel the temperature of the traditional "golden nine silver ten".
On September 24, 2021, Shenzhen Bao'an Hongfa Xiyue, Bao'an Qianhai City Garden, Guangxinghe Tiandi Mansion and Longgang Yi'an Metropolis Central Four Plates opened together, according to market agencies statistics, the four properties were sold out on the same day, a total of 1907 units were sold.
Since the real estate policy in Shenzhen increased layer by layer last year, this situation has disappeared for a long time. The market has thus emerged a voice that believes that Shenzhen's purchasing power is still exuberant, and at the time when second-hand housing transactions continue to decline, the performance of first-hand housing continues to be hot, and the Shenzhen property market has not really cooled down.
But that's just one side of the market. Even in the first-hand housing market, Shenzhen is currently a "double day of ice and fire", only the product is outstanding, the price of the upside down real estate will appear "daylight" situation, most of the real estate to the level of 30% or 40%, can not infer that the market to maintain heat. Xie Linfeng, founder of Haibei Housing, told the 21st Century Business Herald reporter, "Only when the good market is launched will there be a 'thousand people grabbing the house' grand situation, and ordinary real estate is not so lucky." ”
Shenzhen reproduces the Daily disc
Most of the real estate in this batch of seconds of light are just needed and the total price is moderate, which meets the needs of most customers in the market.
According to the "Daily Economic News", Bao'an Hongfa Xiyue launched 514 sets of residences with a total price of about 7.34 million yuan / set, a total of 1289 batches of customers completed registration; Guangxing River Tiandi launched 937 sets of residences with a total price of about 4.34 million yuan / set, a total of 1955 batches of customers registered; Bao'an QianHaicheng Garden, with a price range of 81,000-102,000 yuan / square meter, launched about 81 sets, registered about 146 batches; Yi'an Metropolis Central, a total of 375 sets of residences, with a total price of about 4.74 million yuan / set, A total of 953 batches of customers were registered. According to this calculation, a total of 4343 batches of customers selected 1907 suites, and about 2.3 people chose one suite.
Although the customer base is relatively large, the phenomenon of digesting nearly 2,000 suites a day has not appeared in Shenzhen for a long time. Xie Linfeng told the 21st Century Business Herald reporter that there are two main reasons for the "daylight": First, many high-quality new disks have lagged behind since this year, and the recent new disks have piled into the market, and the four plates are all high-quality upside-down plates, which just need to be released by customers; second, the recent price of new disks is obviously more advantageous than the first half of the year and last year, and the point threshold has been further reduced, coupled with the continuous cold of second-hand houses, buyers have poured in to buy new houses, and the overall market dematerialization rate has been flattened in disguise.
Judging from public information, the point requirements for buyers in this batch of listings have indeed been reduced a lot. For example, The Star Of All-Star River World has less than 50 points for entry, and in March this year, most of the real estate in Bright had to be worth more than 70 points to be shortlisted.
From the specific selling point points, these real estate also have the necessary conditions for the "daylight" disk: Hongfa Xiyue is located in the Bao'an Middle School District, the price of a second-hand house in the former Seaside City Garden is upside down, galaxy Tiandi is located in the core location of the Guangming Central District, and the Central of Yi'an Metropolis is located in the core area of Dayun New City, which has the characteristics of good location, good supporting facilities and high cost performance.
Li Yujia, chief researcher of the Guangdong Provincial Housing Policy Research Center, told the 21st Century Business Herald reporter, "In the case of a pessimistic market relatively expected, the official will choose some real estate with better regional supporting facilities and reasonable pricing when pushing the market." These newly opened lots are in good location and reasonable in pricing, and there is an expectation of upside down with the surrounding second-hand houses, which can attract buyers. ”
Li Yujia took the hot sale of Bao'an New Project as an example to analyze that the expansion of the Qianhai Shenzhen-Hong Kong Cooperation Zone will also make the market more favored by the real estate in this area. "The expansion of the Qianhai Shenzhen-Hong Kong Cooperation Zone is good for Baoan, and some people will associate this benefit with the property market, although this is not necessarily rational, but at the market level, the micro-home buying group recognizes this connection."
The divergence of the market will continue
Although the situation of four plates and daylight has ignited the market sentiment for a short time, it should be noted that the popularity of new real estate in Shenzhen is not a common phenomenon, but there is a clear uneven heat and cold. For example, Longhua's Pengrui Yijing Mansion has only 28.5% of the opening dematerialization rate, and the net red area bao'an's Manjing Yunzhu Yating has only 32% of the opening dematerialization.
Shenzhen's current home buying group is mainly just need customers, and they are relatively sensitive to price, so the new project with better location and upside down price may be favored by them, and speculators are gradually being cleared by this market. Li Yujia pointed out, "Shenzhen's housing ownership rate is low, and in recent years, a large number of young people have flowed into it, and most of them are rigid. Speculators are affected by policy restrictions and the state of the property market, and their enthusiasm for buying houses has weakened. The supervision of "housing and not speculation" has shown results. ”
At the same time, Shenzhen is also increasing the supply of first-hand housing. Shenzhen Kerui monitoring data show that in August 2021, the new supply area of Shenzhen commercial housing was 515,300 square meters, the transaction area was 694,800 square meters, and a total of 5,904 sets of residential buildings were traded, and the volume and price of the first-hand property market rose together.
At the same time as the first-hand market appeared in the ice and fire double day, the second-hand housing transaction in Shenzhen slid into the freezing point. Since the Shenzhen Municipal Bureau of Housing and Urban-Rural Development issued the "Second-hand Housing Guidance Price" policy in February this year, the second-hand housing market in Shenzhen has continued to cool down. Since April, the number of second-hand housing online signatures in Shenzhen has fallen all the way.
According to the data released by the Shenzhen Real Estate Information Network, in August 2021, the total transaction volume of second-hand houses in Shenzhen was only 2043 sets, compared with 11322 sets in the same period last year, down 22.6% month-on-month and 82.5% year-on-year. According to the data of the Shenzhen Real Estate Intermediaries Association, from September 13 to 19, the number of second-hand housing online signatures in Shenzhen fell below the 500-set mark, down 14.8% month-on-month, and it is expected that the number of second-hand housing online signatures in September will remain at about 2,000 sets.
From the overall point of view, the Shenzhen property market has also maintained a relatively stable and rational state. According to the data released by the China Finger Institute, during the Mid-Autumn Festival holiday from September 19 to 21, the cumulative transaction volume of commercial housing in Shenzhen was 25,300 square meters, down 49% from the same period last year.
For the performance of the future market, Song Ding, deputy director of the China Urban Economic Expert Committee, said in an interview with the 21st Century Business Herald reporter, "The Shenzhen property market has always been in short supply. Although this year, affected by the reference price of second-hand houses, the first-hand housing market has fluctuated, and buyers have been waiting and seeing for a period of time, the supply and demand relationship in Shenzhen itself has not changed. ”
Song Ding continued that the first-hand housing in Shenzhen fluctuated due to the impact of last year's "715" policy, but there was not much policy regulation after that, and the market situation was relatively stable. "Although this year is affected by the regulation and control of the second-hand housing policy, the impact is small, and the good market still has a strong market acceptance."
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