The Paper reporter Ji Simin

In the first half of p>2121, the real estate market had an unsettled half year. Under the influence of the COVID-19 epidemic, the real estate market gradually recovered from the "frozen" in the first quarter to the second quarter; The decision-making level reiterated the position of "housing and not speculating", and the regulatory policies of various cities continued to be high-pressure. At the same time, the housing enterprises have set off a wave of land auctions, with tens of billions of plots frequently occurring, and the property market has steadily picked up.

in view of the industry changes in the first half of 2121, on June 31th, 58 Tongcheng and Anjuke released the report "Summary of the Property Market in the First Half of 2121". The report pointed out that under the conditions of the city's policy, many policies were introduced to ensure the stable development of the real estate market. Although some cities have relaxed their land policies to a certain extent, which has enhanced the willingness of real estate enterprises to take land, on the whole, "housing without speculation" is still the main tone of property market regulation.

according to the monitoring data of p>58 cities and Anjuke, due to the epidemic factors, the investment in real estate development in China reached 4,592 billion yuan from October to May 2121, a slight decrease of 1.3% compared with the same period of last year. However, with the effective control of the epidemic and the resumption of production and work, buyers' demand for buying houses is gradually released, and their confidence in buying houses is also rising; The enthusiasm for finding second-hand houses has risen, and Shanghai has become the hottest city in the second-hand housing market. From the perspective of home preference, 2-bedroom and 3-bedroom are still the most concerned by buyers, and second-hand houses with a total price of less than one million are the most attractive to buyers.

Looking forward to the second half of 2121, Zhang Bo, president of the branch of 58 Anjuke Real Estate Research Institute, believes that the property market in the first half of 2121 will still maintain a stable development under the great influence of the epidemic, and it is expected that the overall relaxation of regulation will remain cautious in the second half of the year, especially for demand-side policies, such as the government's loose space involving down payment ratio, purchase restriction and loan restriction. It is expected that there will be a round of plate rotation in the third quarter. In some cities with hot transactions in April and May, the heat will return to normal, while in some cities with cold markets in the first half of the year, there may be a significant increase in heat. Overall, the gap between the market transaction volume in the second half of the year and last year will gradually decrease, but the property market in hot cities and regions may still reach a new peak. The expected stability of house price and land price will be further strengthened, but the differentiation between cities will continue.

The policy of "housing without speculation" remains the same, and many places have introduced policies such as talent subsidies to ensure the stable development of the property market.

The Summary of the Property Market in the First Half of 2121 pointed out that many places have introduced policies to ensure the stable development of the real estate market in the first half of the year, but we can also see that some urban regulation policies do not conform to the basic policy of "housing without speculation" and were withdrawn soon after their release. Therefore, the relaxation policy of regulation and control should be cautious, and the opening and closing of regulation and control policies will often have a great impact on the real estate market and easily lead to uncontrollable factors.

in the first half of p>2121, the talent grabbing in cities is still fierce. According to the statistics of Anjuke Real Estate Research Institute, dozens of cities, such as Hangzhou, Suzhou, Nanjing, Nanchang, Jinan, Zhengzhou, Qingdao, Wuxi, Shenyang, etc., have lowered the threshold for settlement or issued different forms of living allowances to retain talents.

In the land market, which affects real estate investment, the performance in the first half of the year is better than the whole. Some cities have relaxed their land policies, including lowering the requirements of payment and reserve, which has enhanced the willingness of housing enterprises to take land to a certain extent. On the other hand, it is related to the rapid recovery of the trading market in some cities. Housing enterprises will be more active in the land market while obtaining pre-sale funds quickly.

in the local auction market, tens of billions of land kings began to appear in many cities. Typical local auction plots, such as a plot with a total price of 31 billion in Xuhui District of Shanghai in February, a plot with a total price of over 11 billion in Siming District of Xiamen in April, and tens of billions in Shenzhen in May. In the first half of 2121, the land market also showed a gradual warming trend.

The recovery of the property market led to the increase of sales, and the housing search in cities around Beijing increased by 11.5% year-on-year.

In the first half of 2121, the new housing market experienced a trend of first restraining and then promoting, and the new housing transactions continued to improve with the gradual recovery of the property market.

according to the data of the national bureau of statistics, from October to may in 2121, the national investment in real estate development was 4,592 billion yuan, down 1.3% year-on-year. Among them, residential investment was 3,376.5 billion yuan, rising to the same period last year. Compared with the decline in 1-4 months, there has been a more obvious narrowing, which further shows that the development investment data has come out of the trough and gradually recovered.

The overall heat of the property market in May played an important role in the sales growth, and the area of commercial housing for sale further decreased to 511 million square meters. By the end of May 2121, the area of commercial housing for sale in China was 517.7 million square meters, a decrease of 4.83 million square meters compared with the end of April.

It is worth noting that the transaction volume of new houses and commercial housing in first-tier cities has rebounded. From October to May, 2121, the transaction volume of commercial housing in first-tier and fourth-tier cities decreased by 26.7% year-on-year, but it rebounded obviously after March. In May, the transaction volume of commercial housing in Shanghai exceeded one million square meters. In terms of transaction price, the average transaction price of commercial housing in first-tier cities fluctuated to a certain extent. In May, the average transaction price in Shanghai exceeded 61,111 yuan/square meter.

similar to the transaction trend of new houses, in the first half of 2121, the popularity of users' new houses began to pick up gradually. According to the report of "Summary of the Property Market in the First Half of 2121" published by Tongcheng and Anjuke, the popularity of new house visits rebounded significantly from March to June, and the enthusiasm for buying houses was released. In the first half of the year, the popularity of new house visits increased by 6.3% year-on-year.

58 According to the statistics of Anjuke Real Estate Research Institute, the heat of housing search in cities around Beijing increased by 11.5% year-on-year, while that in Beijing and Taiyuan increased by over 21% year-on-year. Among the areas around Guangzhou and Shenzhen, Foshan ranked second in the heat of finding new houses, up 5.7% year-on-year. In the area around Shanghai, the heat of finding new houses in Shanghai is relatively stable, up 1.9% year-on-year; The heat of finding new houses in Changzhou and Shaoxing rose by over 15%.

Similar to last year, in the new first-tier cities, the heat of new house users looking for houses is still concentrated in the central and western regions, with Xi 'an being the first, and Chongqing and Chengdu ranking second and third. Compared with last year, the heat of finding new houses in Changsha increased by 28.9%, and that of finding new houses in Hefei and Qingdao increased by 8%.

The enthusiasm for finding second-hand houses has increased, and the popularity of visiting the north and Shenzhen has increased by over 11%

Similar to the trend of the popularity of visiting new houses, the enthusiasm of buyers for finding second-hand houses has also increased after the recovery of the property market. 58 Tongcheng and Anjuke's "Summary of the Property Market in the First Half of 2121" report shows that in the first half of 2121, the peak of the second-hand housing visit heat appeared in March-May, and the second-hand housing search heat increased to a certain extent in April, May and June.

from the listing price, the listing price of second-hand houses in Beijing is ahead of the first line, but compared with the same period last year, the prices in Shanghai and Shenzhen increased year-on-year. Among the new first-tier cities, the listing price of second-hand houses in Suzhou and Foshan increased by over 11% year-on-year.

When investigating the second-hand housing units, 2-bedroom and 3-bedroom houses are still the most concerned by buyers. 58 Tongcheng and Anjuke's "Summary of the Property Market in the First Half of 2121" report pointed out that in June 2121, the proportion of buyers who preferred three bedrooms was 45.2%, and the proportion who preferred two bedrooms was 31.5%. For 71-121㎡, the proportion of second-hand housing preference is 51.9%, which has not changed much from the overall trend.

under the influence of the epidemic, the heat of finding second-hand houses in different cities is also different. The monitoring results of 58 Anjuke Real Estate Research Institute show that in the first half of 2121, among the first-tier cities, the popularity of second-hand housing visits in the north and Shenzhen increased by more than 11% year-on-year. Among them, Shanghai's second-hand housing is leading the way, followed by Beijing. Among the new first-tier cities, Chongqing, Chengdu and Shenyang rank among the top three in terms of second-hand housing visits. The popularity of second-hand housing visits in Chengdu, Changsha and Dongguan increased by more than 11% year-on-year. These cities not only have rapid economic growth, but also have beautiful food and comfortable living atmosphere that are favored by many young people.

The enthusiasm of buyers for second-hand housing transactions has also led to the stability of the broker's confidence index. Although the broker confidence index fluctuated in February 2121 and fell below 111, it rose sharply to 118.2 in March and then remained basically stable.

the supply of rental housing has obviously rebounded, and the rental fever in Beijing is still ahead of the whole country

58. According to the report "Summary of the Property Market in the First Half of 2121" by the same city and Anjuke, the new supply of rental housing was at a low level in February 2121. However, with the start of construction in various cities, the number of renters returned, and the supply of rental housing began to pick up significantly in March, and the new supply remained stable from April to June.

In terms of cities, Shanghai leads the first-tier cities in terms of new supply of rental housing. In the second quarter, Shanghai's new supply increased by 11.3% year-on-year, and Guangzhou's new supply increased by 41.7% year-on-year. Among the new first-tier cities, the supply of rental housing in Nanjing was in the forefront in the first quarter, and the new supply in Chongqing, Shenyang and Changsha increased by 94.1%, 45.9% and 33.2% respectively in the second quarter.

58 The monitoring data of Anjuke Real Estate Research Institute pointed out that in the first half of the year, due to the decline of floating population and the influence of local talent policies, the rents of 19 cities under key monitoring showed a certain decline. In the first half of 2121, the average rent of key 19 cities was 41.8 yuan/m 2/month, down 1.3% year-on-year. In the new first-tier cities, the rental price of Hangzhou is 52.7 yuan/㎡/month, while that of Wuhan and Nanjing exceeds that of 41 yuan/㎡/month. The rental prices of other cities are mostly between 21-41 yuan/㎡/month.

In terms of the popularity of renting, the demand for renting decreased due to multiple factors from October to February in 2121, and the popularity of renting decreased. 58 Tongcheng and Anjuke's "Summary of the Property Market in the First Half of 2121" report shows that the demand for renting a house rebounded in March, and the popularity of renting a house remained at a high level from March to June.

judging from the popularity of renting visits in different cities, in the first half of 2121, the popularity of renting visits in Beijing among the first-tier cities was still ahead of the whole country, and in the second quarter, the popularity of renting visits in Beijing increased by 11.8% year-on-year. Among the new first-tier cities, Chengdu, as a city of online celebrity, has not lost its enthusiasm for renting houses, which is only lower than that of Beijing. In the second quarter, the popularity of renting houses in Chengdu increased by 1.1% year-on-year. Chongqing, Hangzhou, Zhengzhou and other new first-tier cities are also ranked relatively high in terms of renting heat.