为方便市民"逛花市"，深铁物业提供楼宇内免费配送服务，即买即送。活动期间，消费满58元即可兑换高空艺术展览与顶层观光体验的设定，将传统花市消 费与现代化观光体验相结合，创新消费新模式。 不仅如此，本次活动进一步展现"轨道+"空间的复合价值与多元体验。在52层深铁TOD天空之城咖啡馆，消费任意饮品即可享受同款观光权益；56层的天际 羽毛球馆推出新春专享联票198元:包含1小时羽毛球及2杯咖啡（需提前预约），让运动之余享受休憩时光。 作为深铁"轨道+低空"融合创新的体验窗口，市民还可提前预约新春直升机飞行（人均888元，约10分钟航程），从高空俯瞰深圳壮丽的城市天际线。近年 来，粤港澳大湾区低空交通产业加速发展，联通湾区各地的低空交通网络加速成型。目前，通过"空中的士出行"微信小程序打"飞的"，从深圳出发，能实现 1小时内抵达大湾区90%以上地区。 "这不仅是一场节庆特色活动，更是深铁TOD'站城一体'理念与立体交通网络布局的生动实践。"深铁置业相关负责人表示。无缝衔接车公庙四线换乘站的深 铁TOD天空之城，通过整合文化、商业、运动、低空经济等多元业态，将交通空间升级为功能复合的"城市会客厅"，为市民提供了一场兼 ...

观点网讯：2月8日，深铁置业发布，深铁睿著可售人才房于2月7日选房。 该项目位于光明区，坐拥科学公园景观，周边教育、商业、交通配套齐全，是深铁TOD模式打造的又 一热门项目。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 据了解，该项目此次推出32套建面约86-88平方米的三房户型，吸引355户家庭申购，申购比达1:11，选 房开始仅半小时便全部售罄。 ...

Group 1: Sales Performance of Real Estate Companies - In January 2026, the top three real estate companies in Shenzhen by sales were China Overseas Land & Investment with 22.2 billion yuan, China Resources Land with 16.0 billion yuan, and Excellence Group with 9.6 billion yuan [2][5][18] - The sales threshold for the top 5 companies reached 6.1 billion yuan, while the top 10 and top 20 thresholds were 3.2 billion yuan and 1.2 billion yuan, respectively [5][18] Group 2: Policy Dynamics - Shenzhen introduced a management method for allocated affordable housing, effective from March 1, 2026, which prohibits any conversion of allocated affordable housing into commercial housing [5][19] - The application conditions for allocated affordable housing include having Shenzhen household registration, no self-owned housing in Shenzhen, and at least five years of social insurance contributions [6][23] Group 3: Market Performance - In January 2026, the number of new residential units signed in Shenzhen was 2,579, a decrease of 10.7% month-on-month and 49.3% year-on-year, attributed to a slowdown in new project launches [9][24] - The second-hand residential transactions saw an increase, with 5,281 units transferred, marking a year-on-year growth of 15.96% and a month-on-month increase of 6.88% [11][26] - As of the end of January, the inventory of new residential units in Shenzhen was 29,950, a decrease of 380 units from the previous month, due to a reduction in new launches and some inventory being converted to sales [13][28] Group 4: Market Outlook - The Shenzhen real estate market continued to show signs of recovery in January, with strong sales performance from quality projects indicating a gradual increase in market confidence [15][30] - The market is expected to maintain a "steady progress with quality first" trend as the traditional peak season for property transactions approaches after the Spring Festival [30]

Core Viewpoint - The real estate market in Shenzhen is showing signs of recovery, with significant demand for both affordable housing and commercial properties, driven by favorable policies and economic growth [1][3]. Group 1: Affordable Housing Market - The first affordable housing project of the year, Shen Tie Ming Zhu Fang, sold out on its opening day, indicating strong demand [1]. - The project had 181 units available, with 662 qualifying households, resulting in a subscription ratio of approximately 1:3.6, reflecting the high demand from first-time homebuyers for reasonably priced housing [2]. - The overall new and second-hand housing market in Shenzhen saw over 10,000 net signed transactions in January, with second-hand housing transactions increasing by 25% year-on-year and 7% month-on-month [1]. Group 2: Commercial Property Market - In January 2026, the transaction volume of new commercial properties accounted for 35.5% of total new housing transactions, while second-hand commercial properties made up 20.5% of total second-hand transactions, both showing increases compared to the 2022 peak [2]. - Small-sized apartments in prime locations are gaining popularity due to their low entry barriers and high rental yields, with some properties showing rental returns exceeding 4% [2]. Group 3: Policy and Economic Environment - A series of policy incentives have been introduced in early 2026, including a reduction in the value-added tax rate on property transactions from 5% to 3% for properties held for less than two years, and adjustments to commercial property loan requirements [3]. - Shenzhen's GDP grew by 5.5% in 2025, with strong industrial performance contributing to improved employment and income expectations, which is expected to boost real estate demand [3]. - The rental yield in Shenzhen has rebounded to approximately 1.8%, surpassing the annual interest rate of large bank deposits, indicating a favorable investment environment [3].

Core Viewpoint - The Shenzhen real estate market is showing signs of recovery, with significant demand for both affordable housing and commercial properties, driven by favorable policies and economic growth [1][6]. Group 1: Affordable Housing Market - The first affordable housing project of the year, Shen Tie Ming Zhu Fang, sold out on January 31, 2026, indicating strong demand for affordable housing [1][2]. - The project had 181 units available, with 662 qualifying households, resulting in a subscription ratio of approximately 1:3.6, reflecting high interest from first-time buyers [2]. Group 2: Overall Real Estate Market Performance - In January 2026, over 10,000 new and second-hand homes were signed, with second-hand home transactions increasing by 25% year-on-year and 7% month-on-month [1][6]. - The market has seen a steady increase in second-hand home transactions, with over 5,000 units sold for ten consecutive months since March 2025 [1]. Group 3: Commercial Real Estate Trends - In January 2026, new commercial property transactions accounted for 35.5% of total new home sales, while second-hand commercial property transactions made up 20.5% of total second-hand sales, both showing increases from 2022 [5]. - High-demand small apartments in prime locations are favored for their low entry barriers and high rental yields, with some properties showing rental returns exceeding 4% [5]. Group 4: Policy and Economic Support - A series of policy incentives have been introduced in 2026, including a reduction in capital gains tax for properties held for less than two years and adjustments to commercial property loan requirements [6]. - Shenzhen's GDP grew by 5.5% in 2025, with strong industrial performance, which is expected to enhance employment and income prospects, further boosting real estate demand [6].

Core Viewpoint - The Shenzhen real estate market is showing signs of recovery, with the successful sale of the first affordable housing project of the year, indicating strong demand and interest from homebuyers [1][3][6]. Group 1: Affordable Housing Market - The Shenzhen affordable housing project, Shen Tie Ming Zhu, released 181 units, which were all sold on the same day, achieving a subscription ratio of 1:3.6 with 662 qualified families applying [3][6]. - The average selling price for the project was 20,750 yuan per square meter, with the main unit types being 68 square meters for two-bedroom apartments and 86-88 square meters for three-bedroom apartments [3][6]. Group 2: Overall Real Estate Market Performance - In January, over 10,000 new and second-hand homes were signed, with second-hand home transactions increasing by 25% year-on-year and 7% month-on-month, indicating a steady upward trend in the market [5][8]. - The market is experiencing a significant increase in the supply of quality new projects, with notable sales performance from various developments, including the successful sales of projects like Zhongxin Xinyue Bay and Houhai Xijia Garden [6][8]. Group 3: Commercial Real Estate Trends - The transaction volume of commercial properties is also rising, with new commercial properties accounting for 35.5% of new home sales and second-hand commercial properties making up 20.5% of second-hand sales, reflecting a recovery in this segment [7]. - Small-sized apartments in prime locations are gaining popularity due to their lower entry costs and high rental yields, appealing to both self-occupiers and investors [7]. Group 4: Market Support Factors - The real estate market is supported by favorable policies, including reduced transaction costs and adjustments in commercial property loan requirements, which are expected to stimulate demand [8]. - Shenzhen's GDP growth of 5.5% in 2025 and the resilience of its economic fundamentals are anticipated to enhance residents' employment and income expectations, further boosting the real estate market [8].

Core Viewpoint - The Shenzhen real estate market is showing signs of recovery, with significant increases in both new and second-hand housing transactions, indicating a shift from hesitation to action among buyers [1][6]. Group 1: Market Performance - The first affordable housing project of the year, Shen Tie Ming Zhu Fang, sold out on January 31, 2026, reflecting strong demand for affordable housing [1]. - In January 2026, over 10,000 new and second-hand homes were registered, with second-hand home transactions increasing by 25% year-on-year and 7% month-on-month [1]. - The market has entered a steady recovery phase, with second-hand home transactions exceeding 5,000 units for ten consecutive months since March 2025 [1]. Group 2: New Housing Supply - The supply of quality new housing projects has increased, with notable sales such as Zhongxin Xinyue Bay achieving nearly 80% sales and Houhai Xijia Yuan selling out on the opening day [2]. - The affordable housing project Shen Tie Zhi Ye Ming Zhu Fang, with units ranging from 68 to 88 square meters, was fully subscribed on the same day it was released, indicating high demand from first-time buyers [2]. Group 3: Commercial Real Estate - In January 2026, commercial real estate transactions accounted for 35.5% of new home sales, and 20.5% of second-hand home sales, showing an increase from the peak in 2022 [5]. - Small-sized apartments in prime locations are favored for their low entry barriers and high rental yields, with some properties showing rental returns exceeding 4% [5]. Group 4: Policy and Economic Support - A series of favorable policies have been introduced in 2026, including a reduction in the capital gains tax for properties held for less than two years and adjustments to commercial property loan requirements [6]. - Shenzhen's GDP grew by 5.5% in 2025, with strong industrial performance, which is expected to improve employment and income expectations, further boosting real estate demand [6]. - Rental yields in Shenzhen have risen to approximately 1.8%, surpassing the annual interest rate of large bank deposits, indicating a favorable investment environment [6].

Core Insights - The Shenzhen real estate market in 2025 is characterized by a "price-for-volume" trend, with a significant increase in second-hand housing transactions, which accounted for over 60% of total residential sales [1][4]. New Housing Market - In 2025, the new housing market in Shenzhen showed a divergence with a decrease in pre-sale transactions and an increase in current sales, with total new housing transactions reaching 37,879 units, of which pre-sale transactions were 24,549 units (down 35% year-on-year) and current sales were 13,330 units (up 28% year-on-year) [2]. - The average price of pre-sale residential units in Shenzhen was 53,100 yuan per square meter, reflecting a year-on-year decrease of 1.7%, indicating a narrowing decline compared to the previous year [2]. Monthly Trends - The monthly transaction volume for new housing in Shenzhen displayed a "high-low-later rebound" pattern, with January to April showing decent sales, but a decline to 2,000-3,000 units from May onwards, followed by a slight increase in December due to the launch of luxury properties [3]. - The main areas for new housing transactions were Longgang, Baoan, and Longhua, each exceeding 7,000 units, with the Longhua project attracting interest from buyers in Hong Kong [3]. Second-Hand Housing Market - The second-hand housing market in Shenzhen continued its recovery, with a total of 56,217 transactions in 2025, marking a year-on-year increase of 3.2%, and an average price of 59,000 yuan per square meter, down 6.3% year-on-year [4]. - The second-hand housing transaction volume remained stable, with monthly transactions exceeding 5,000 units for ten consecutive months, indicating a steady market [4]. Buyer Demographics - The proportion of transactions for properties priced below 5 million yuan increased to 59.4%, up 2.8 percentage points from 2024, highlighting the dominance of first-time buyers in the market [5]. - The demand from the improvement segment also saw a slight increase, indicating a broader market participation [5]. Market Outlook - Experts believe that the new real estate policies and changes in housing fund regulations have lowered entry barriers for buyers, enhancing affordability and providing more opportunities for first-time buyers, signaling a transition from an adjustment phase to a stable development phase in the real estate industry [6].

Core Insights - The Shenzhen real estate market is experiencing a warming trend, highlighted by the successful launch of the Shen Tie Rui Zhuo project, which achieved a first-day sales rate of 66% [1][6] Group 1: Project Overview - Shen Tie Rui Zhuo is located in the Guangming Science Park, utilizing a "rail + property" TOD model and adhering to the "six good and six transformations" construction standards [1][13] - The project covers a total construction area of approximately 110,000 square meters and is situated in the core area of Shenzhen's "scientific brain" [8] - The project is closely linked to the Guangming Science Park, providing unobstructed views and direct access to the park [8] Group 2: Market Demand and Customer Interest - The project attracted over a thousand interested customers prior to its launch, including technology talents and families from nearby areas [4] - On the opening day, 150 units were sold within just two hours, demonstrating strong market demand for quality housing [6] Group 3: Location and Amenities - The project is part of a "15-minute high-quality living circle," with excellent transportation links including three highways and three metro lines [10] - Nearby educational resources include the Shenzhen Foreign Language School and various commercial centers, enhancing the project's appeal [12] Group 4: Quality Standards - Shen Tie Rui Zhuo adheres to the "six good" standards, focusing on design, materials, construction, intelligence, amenities, and service [13][15] - The architectural design features a light-colored facade with large glass windows, enhancing transparency and spatial quality [15]

Core Viewpoint - The Shenzhen government has launched an action plan to promote the development of the whole-house smart application industry, aiming to establish Shenzhen as a leading city in this sector by 2028, with a focus on innovation and smart city construction [1][4]. Group 1: Industry Development - Nearly 40 A-share listed companies are leading the whole-house smart industry chain, with significant contributions from companies like Huawei, Green米联创, and 欧瑞博 [2]. - Shenzhen has established a relatively complete whole-house smart industry chain, covering key areas such as connection protocols, smart hosts, and sensor devices [2]. - In 2023, Shenzhen has installed over 17,000 whole-house smart systems across 13 residential projects, with plans for 9 pilot projects in 2024 covering over 900,000 square meters [2][3]. Group 2: Action Plan Goals - The action plan sets two major milestones: by the end of 2026, the core competitiveness of the whole-house smart industry will be enhanced, and by the end of 2028, the industry ecosystem will mature, establishing Shenzhen as a pioneer city in this field [4][5]. - The plan outlines three core tasks: strengthening technological capabilities, enhancing high-quality industrial development, and improving multi-scenario application levels [5]. Group 3: Technological and Application Innovations - The whole-house smart monitoring and control system aims to create a "safety net," providing real-time alerts for water leaks and gas leaks, enhancing home safety for the elderly [3]. - The "1+2+N" modular architecture of Huawei's Harmony Smart Home solution is being implemented in various projects, promoting comprehensive smart home solutions [3]. - The second batch of pilot projects for whole-house smart applications is set for 2025, covering various building types and aiming for nearly 1 million square meters of application area [3].