How is the real estate in Guangzhou? Hot spot analysis and data perspective in the past 10 days
Recently, the Guangzhou real estate market has become the focus of national attention, with policy adjustments, price fluctuations and changes in supply and demand triggering widespread discussions. This article combines hot topics across the Internet in the past 10 days to conduct a structured analysis of the current situation of the Guangzhou property market from the dimensions of policy, price, supply and demand.
1. Policy dynamics: Relaxation of purchase restrictions has become a hot topic

As the first first-tier city to relax its purchase restriction policy, Guangzhou has seen a surge in discussions on related policies in the past 10 days. The following are key policy points:
| Policy content | Implementation time | Scope of influence |
|---|---|---|
| Social security requirements for non-household registered households reduced from 5 years to 2 years | September 20, 2023 | Huangpu, Panyu and other 4 districts |
| Purchase restrictions on residential properties above 144㎡ lifted | September 20, 2023 | Citywide |
| Second-hand house VAT exemption period "5 to 2" | September 25, 2023 | Citywide |
2. Price Trend: There is a clear differentiation between new and second-hand houses
According to agency monitoring data, the Guangzhou property market, stimulated by policies, is characterized by "stable new homes and falling second-hand homes":
| Property type | Average price in September (yuan/㎡) | Month-on-month change | Popular areas |
|---|---|---|---|
| new housing | 38,652 | +0.8% | Tianhe (123,000), Haizhu (85,000) |
| Second-hand housing | 30,417 | -1.2% | Yuexiu (58,000), Liwan (42,000) |
| Apartment products | 24,890 | -0.5% | Zhujiang New Town (72,000), Pazhou (58,000) |
3. Changes in supply and demand: concentrated release of improved demand
After policy relaxation, the market showed three distinctive features:
1.The proportion of large apartment transactions increased: The transaction volume of houses above 144㎡ increased by 47% month-on-month
2.Inventory pressure in peripheral areas remains high: The decontamination cycle in Zengcheng and Conghua exceeds 20 months
3.School district housing popularity drops: Views of second-hand houses in Yuexiu District dropped by 15%
4. Expert opinion: The market may enter a period of adjustment
Many industry insiders said in recent interviews:
•Hefu Research Institute: Policy dividends are expected to last until the end of the year, but we need to be wary of "exchanging price for volume"
•middle finger hospital: Guangzhou housing prices have entered a "sideways period", and the annual increase may be less than 3%
•Shell Research Institute: The number of second-hand house listings surged by 23%, and the characteristics of the buyer’s market are obvious
5. Suggestions for buying a house: Seize the policy window period
For home buyers with different needs, professional organizations give suggestions:
| House purchase type | Suggested strategies | Recommended area |
|---|---|---|
| Just need the first set | Prioritize new homes and take advantage of interest rate discounts | Baiyun Lake, Science City |
| Improve replacement | Pay attention to the 144㎡+ non-restricted housing listings | Liwan Baietan, Tianhe Smart City |
| investment needs | Enter with caution and choose core areas | Pazhou, Financial City |
Summary:Guangzhou's real estate market is in a game period between policy stimulation and market adjustment. In the short term, the relaxation of purchase restrictions will release some purchasing power, but in the medium and long term, we will still face inventory pressure and purchasing power bottlenecks. It is recommended that home buyers rationally grasp the policy window based on their own needs.
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