The reporter asked for verification.

Recently, "rumors" that Shenzhen is about to introduce a new policy on real estate regulation have been circulated on some social media, and these rumors also come with a screenshot of the notice issued by Shenzhen Beike.

The screenshot shows that Shenzhen Beike issued an internal notice requiring all employees to be on duty, not to rest, and to prepare for new excitement. The screenshot also mentioned that the last time I received this notice was at the end of September 2024, and Shenzhen Beike received the message in advance and prepared in advance, and internally required all employees to be on guard.

In response, a Securities Times reporter asked Shenzhen Beike for verification. The company stated that the screenshot of the online rumor that "Shenzhen Beike issued an internal notice", after internal verification, the company has never issued such notice.

Some industry insiders said that the May Day holiday is approaching, and it is not ruled out that some people fabricate "rumors" in order to stimulate real estate sales. Home buyers should not believe rumors easily, and everything is subject to official information.

Li Yujia, chief researcher of the Guangdong Housing Policy Research Center, said that after the "small spring" in the first quarter, there will be an inertial decline in the real estate market in the second quarter. From the current perspective, all existing policies should be issued, and incremental policies need to be implemented, which may be a policy vacuum period at present.

March and April are the traditional "small spring" of the real estate market. It is understood that since March this year, the "small spring" of the Shenzhen real estate market has performed better than other first-tier cities, especially the new house sales cycle has shown a downward trend for seven consecutive months. Industry insiders believe that Shenzhen's real estate market has performed more prominently in this round of market recovery, and is expected to form a cycle of second-hand housing listing and new housing replacement.

According to statistics from the Shenzhen Zhongyuan Research Center, 4,161 first-hand residential units were signed online in March, an increase of 67.5% month-on-month and 47.2% year-on-year; 6,078 second-hand residential units were transferred, an increase of 65.3% month-on-month and 58.3% year-on-year. Data from Shenzhen Leyoujia Research Center shows that since October last year, with the rise in market trading volume, the sales cycle has been rapidly shortened. As of the end of March, the inventory of first-hand pre-sale residential buildings in Shenzhen was 26,655 units. Based on the average monthly sales rate of first-hand pre-sale residential buildings in the past 12 months (3,474 units per month), the sales cycle was 7.7 months.

Just in March this year, the Shenzhen Housing Provident Fund Management Committee issued two documents, "Supplementary Regulations on the Management of Shenzhen Housing Provident Fund Loans" and "Notice on Matters Related to Housing Provident Fund Interest Subsidies in Our City", which adjusted and optimized Shenzhen's Housing Provident Fund Loans and Interest Subsidies Policy. The two documents will be implemented from March 24, 2025. Increase loan quota, adjust the minimum down payment ratio, cancel the restrictions on household registration and first-home housing for off-site loans... This policy adjustment is made through the multi-dimensional "increase the quota limit and expand the coverage".

The Shenzhen Real Estate Agency Association believes that Shenzhen will gradually launch new housing projects designed according to the new regulations. These new housing have more advantages in product design and living quality, and will further stimulate market demand. In addition, combined with the analysis of policy support level, the current policy support area continues to be strengthened, such as the new provident fund policy measures introduced by Shenzhen. Based on the above factors analysis, the second-hand housing market will likely continue to remain active in April.

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[Editor in charge: Xie Wei PF123]