2026年9月,中国100个城市新建住宅市场呈现涨势,平均价格每平方米17285元,环比上涨0.17%、同比上涨2.12%1。与此形成对比,二手住宅市场持续下行,平均价格每平方米12452元,环比下跌0.6%、同比下跌6.94%1。
为稳定房地产市场,房地产领域正经历制度性调整1。项目公司制、主办银行制、现房销售制等三项基础性制度改革成为当前改革重点1。北京、上海、广州先后落地商品住宅销售制度改革实施细则1。自10月1日起,符合条件的居民房贷可享受1个百分点的贴息支持1,这是财政部等三部门推出的房贷贴息政策1。
China's real estate market displayed divergent trends in September 2026, with new residential prices gaining ground while the secondary market continued to struggle.1 New homes in 100 major Chinese cities saw average prices climb 0.17 percent month-over-month and 2.12 percent year-over-year, reaching 17,285 yuan per square meter.1 In contrast, used residential properties faced sustained pressure, with average prices falling 0.6 percent from the previous month and dropping 6.94 percent annually to 12,452 yuan per square meter.1
The divergence reflects broader efforts by authorities to stabilize the sector through structural reforms and fiscal measures.1 The real estate market has undergone fundamental institutional adjustments including the project company system, principal bank system, and ready-built housing sales system.1 To support homebuyers, starting October 1, eligible residents can access a one percentage point subsidy on their mortgage interest rates, a policy introduced by the Ministry of Finance and other departments.1 Major cities including Beijing, Shanghai, and Guangzhou have rolled out implementation details for reforms to their commercial residential sales systems, signaling coordinated efforts across the country's largest property markets.1
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