上海和深圳两地楼市在7月呈现升温态势。上海新建住宅价格环比上涨0.96%，涨幅位居全国首位，商品住宅成交套数达2796套[1]。浦东康桥板块新楼盘以57套房源吸引超600组客户到访，开盘当天销售率超过九成，市场热度明显[1]。土地交易方面，上海7月共四次出现溢价率突破35%的地块，显示开发商对后续市场的看好[1]。
深圳市场同样表现活跃。7月新建商品住宅和二手住宅累计网签8324套，同比增长13.8%[1]，其中新建住宅网签3529套，同比增长32.7%；二手住宅网签4795套，同比增长3%[1]。二手房市场议价空间明显收窄，平均议价空间从2025年12月的11.17%下降至9.01%，下降幅度达2.16个百分点，反映出市场信心的增强[1]。此外，南山核心区地块楼面地价达到每平方米108000元的高位[1]。统计数据显示，今年1至7月深圳商务公寓网签销售近6978套，同比增长60.6%[1]。
Shanghai and Shenzhen's real estate markets saw intensified transaction activity in July, with Shanghai's new residential prices rising 0.96% month-on-month to lead the nation [1]. In Shanghai, commercial residential transactions reached 2,796 units during the month [1], while multiple projects attracted strong buyer interest. A new residential project in the Kangqiao district drew over 600 groups of customers for just 57 units, with over 90% of inventory sold on opening day [1]. The land market also remained robust, with four plots achieving premium rates exceeding 35% [1].
Shenzhen's residential market demonstrated comparable strength, with combined new and pre-owned housing registering 8,324 units in cumulative online transactions, up 13.8% year-on-year [1]. New commercial residential transactions alone reached 3,529 units, representing a 32.7% year-on-year increase, while pre-owned housing transactions totaled 4,795 units, up 3% compared with the previous year [1]. Negotiation margins for pre-owned housing narrowed to 9.01%, declining 2.16 percentage points from 11.17% in December 2025, signaling strengthening market confidence [1]. The commercial apartment sector has also gained momentum, with sales reaching nearly 6,978 units from January through July, a 60.6% year-on-year increase [1].