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广州二手房真的回暖了?

  • 2026-02-05 18:23:23
广州二手房真的回暖了?
近几日，小柯注意到网上都不断有广州二手房数据回暖的讨论，难道楼市准备要好起来了？
从政策基调来看，从“调控”到“托举”。
2021年4月中央调控政策出台后，广州二手房也迎来了他们将近两年的至暗时刻。
2023年后疫情时代，中央态度开始从“房住不炒”到“托举并用”，广州开始降首付、降利率、认房不认贷。
2024年中央强调“止跌回稳”“稳住楼市”，广州进一步放开限购，限贷。
2025年的基调依然是稳住楼市。
从二手房数据上看，温和修复而非强势反转。
我拉出了近五年广州二手房网签数据。（数据来源于房地产中介协会）
2025年全年网签套数10.8万套，网签面积1078万方。
2025年下半年的成交量其实是萎缩的，尤其是在第三季度，几乎回落到跟22、23年同期水平。
年底属于一波修复行情，我认为跟新规收紧存在一定联动，买一卖一的购房者停止观望开始出手，但可以看到成交量也并没有明显放大，最后一个季度相比2024年来说同比还是存在较大跌幅的，整体还是处于平稳筑底、温和波动的区间。
从市场体感上看，市场共识开始重塑。
我也去采访了一些一线销售人员，近两个月，的确客户带看量多了，成交周期也在缩短，最重要的是有些房主的心议价心态发生的转变，恐慌性抛售开始减少，观望情绪回潮。但市场活跃度也仅限在中心区域，外郊区域的市场依然是一片沉寂。
总体来说，我认为近几个月的行情只是在极端萎缩下的一个温和修复，但市场情绪已经开始回暖。
对于今年，我的观点依然是筑底，普涨的行情不会有。
能把大家对楼市的共识重新凝聚起来就很好了，稳定市场预期、稳定企业经营，市场进一步出清淘汰高压企业，剩下民企能够重新站稳，专注小而美项目，活下去！
全球经济环境还是摇摇欲坠，贵金属狂涨又暴跌，老美降息预期反复，地缘政治风险加剧，法币体系的冲击，在这个时候，大资金不会进入不动产，没有增量资金的推动，楼市也不会普涨。
一句话，房企还是争取先活下去。
至于房子，有需求的尽自己能力买最适合的。但不要过度负债，不要以降低家庭生活水平为代价，也不要，抱有上涨的预期，能住，就行了……
本文来自网友投稿或网络内容，如有侵犯您的权益请联系我们删除，联系邮箱：wyl860211@qq.com 。

金融地产八卦局0205

嘉兴1月成交数据出炉,二手房成交同比增长39%!

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  1. CONNECT:[ UseTime:0.000654s ] mysql:host=127.0.0.1;port=3306;dbname=a_mffb;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000566s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000287s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000757s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000542s ]
  6. SELECT * FROM `set` [ RunTime:0.001510s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000692s ]
  8. SELECT * FROM `article` WHERE `id` = 471413 LIMIT 1 [ RunTime:0.000421s ]
  9. UPDATE `article` SET `lasttime` = 1770296399 WHERE `id` = 471413 [ RunTime:0.001672s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 66 LIMIT 1 [ RunTime:0.000264s ]
  11. SELECT * FROM `article` WHERE `id` < 471413 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000447s ]
  12. SELECT * FROM `article` WHERE `id` > 471413 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.000941s ]
  13. SELECT * FROM `article` WHERE `id` < 471413 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.000863s ]
  14. SELECT * FROM `article` WHERE `id` < 471413 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.001139s ]
  15. SELECT * FROM `article` WHERE `id` < 471413 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.001220s ]
0.174070s