一线城市二手房市场回暖

mgm9555

“刚刚过去的1月份挺忙的，看房的和买房的比上个月增加了不少。”北京市海淀区麦田房产某门店销售顾问介绍，现在市场属于客户按需购买、业主按需出售的阶段。二手房价格整体较2025年有所下跌，但是低价房源库存量在逐渐减少，同样户型价格会出现上浮情况。

　　“1月份，北京市二手房交易量（截至1月29日）较2025年12月提升15%，市场交易确实在回暖。”北京链家研究院院长高原说，从新增客源量和带看量来看，目前市场的需求厚度和客户的活跃度都有一定的增长，能够为之后的市场回暖奠定基础。

　　北京市住建委最新数据显示，1月北京二手住宅网签量达1.5万套，这是2025年12月以来，网签量连续两个月维持在1.5万套以上；2026年1月份，上海二手房累计成交22834套，较2025年1月的18387套上涨24%。同时，上海二手房挂牌量已连续9个月呈现下降趋势，市场供需逐渐趋于平衡。

　　据广州市房地产中介协会发布的《1月广州市二手住宅市场交易月报》，2026年1月（2025年12月26日至2026年1月25日）广州市二手住宅网签套数和面积达到8881套、89.40万平方米，环比分别小幅增长1.07%和2.05%。深圳市2026年1月二手住宅成交过户5281套，同比增长15.96%，环比增长6.88%，连续三个月环比增长。

　　“2025年底至2026年初，二手房市场表现活跃，主要原因是随着二手房价格调整，购房性价比显著提升，购房门槛降低。特别是位于北京、上海等优质城市核心地段的二手房，性价比优势突出。”上海易居房地产研究院副院长严跃进说，以上海为例，300万元左右甚至更低价格的房源受到市场青睐，加上15%的首付比例，购房变得相对容易，市场需求较为充足。

　　对于二手房挂牌量持续降低，严跃进表示，这体现了部分房东的价格预期，从侧面反映出市场调整进入新阶段，即当前供需可保持相对稳定。此外，二手房市场回暖，很大程度上与限购政策放松有关。限购放松后，一些刚需购房者的买房门槛降低，购房人群扩大。

　　政策利好持续释放市场活力。2026年1月1日起，个人销售住房增值税政策调整。持有2年以上（含2年）的住房，对外销售免征增值税。持有不满2年的，征收率由5%降至3%；支持居民换购住房有关的个人所得税退税政策，延续实施至2027年年底。2026年1月1日起，公积金贷款利率下调0.25个百分点。五年以上首套利率低至2.6%，二套利率为3.075%；五年以下首套利率2.1%，二套利率2.525%。存量贷款（2025年5月8日前发放）自动重定价。此外，全国多地还出台支持公积金灵活使用的政策。综合来看，覆盖限购放宽、信贷优化、税费下调，叠加换房个税退税延续等，降低了购房门槛与交易成本，推动市场回暖。

　　“政策原因之外，也有季节性、周期性原因。每年一季度，刚需类住房交易规模会出现季节性提升；今年春节相对较晚，使得交易高峰相对前移。当前的市场表现，是叠加了预期改善、政策激发和季节回暖的结果。”高原说。

　　对于2026年房地产市场整体判断，严跃进表示，总体而言，政策环境处于历史较好水平，房价性价比凸显，且宏观经济形势进一步向好，这些因素均对房地产市场产生积极影响。无论是新房还是二手房市场，都具备较好的企稳基础。

　　广东省住房政策研究中心首席研究员李宇嘉认为，综合新房和二手房来看，全国和重点城市销售套数稳定的趋势已经得到确认。不过，从探底到触底企稳、夯实底部基础，仍需要多方共同发力，包括行业层面促进一二手房的交易循环，继续降低交易成本，净化交易环境和秩序，提升市场预期等。（本文来源：经济日报 作者：中国经济网记者 黄春棉）vk.com/topic-236142620_56905960

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