Many cities are very popular! Yuexiu Real Estate (00123) National Day National Project ushered in a boom in property purchases

The Zhitong Finance App learned that the 2026 National Day Golden Week came to an end, and the property market ushered in the first test of success after the policy. At the end of August, three departments, including the Ministry of Housing, Urban-Rural Development, deployed and implemented commercial housing sales to achieve “what you see is what you get” and “hand over the certificate”; at the end of September, the Ministry of Finance and other three other departments made it clear that from October 1, they will pay an annualized interest rate of 1 percentage point on the principal amount for eligible first housing loans. According to monitoring by the China Index Research Institute, the average daily sales area of newly built homes in the 25 key cities during the holiday season increased by 33.8% year-on-year compared to last year, and core area improvement projects received a lot of attention. The focus of industry competition is shifting from price to quality, and from sales to delivery.

In addition to popularity, what is more noteworthy is the transaction structure. Instead of chasing fleeting offers, buyers use their footsteps to find builders who can deliver on their promises. In recent years, the Ministry of Housing, Urban-Rural Development has systematically promoted the construction of good houses, good neighborhoods, good communities, and good urban areas, and the country has set the quality of housing as the industry threshold. Writing the policy into the document is only the first step. Whether the threshold can become a real home in the hands of ordinary people depends on whether any enterprise can accept it.

This National Day holiday, Yuexiu Real Estate (00123) has projects distributed in Guangzhou, Beijing, Shanghai, Hangzhou, Chengdu, Shenzhen and other cities, providing a set of observable models. This Guangzhou state-owned enterprise, which has been deeply involved in the city for more than 40 years, has established a development strategy for good products, good service, good brands, and good teams. Its “4×4 good product concept” echoes good house standards one by one. The high popularity of case sites all over the world is the market's live evaluation of this set of answers.

Pazhou Parisians won't leave; Guangzhou's efforts to build a city have paid off

A family that has lived in Paris for a long time completed a subscription at Yuexiu Pazhou South TOD in the Pazhou section during the National Day. Previously, they planned to sell old and buy new ones, and watched the house many times. In the end, they were moved by the actual picture of life presented, and bluntly stated, “I don't want to live in a magnificent place when I come back to Guangzhou.” What made customers stop watching was the maturity of the sector. Yuexiu developed and operated continuously in Pazhou, and industrial, commercial, and educational facilities were delivered ahead of housing. On September 30, Guangzhou made it clear that new land concession projects will prioritize the sale of existing homes. What the market recognizes is exactly this kind of logic of buying a home that can be seen and touched.

Similar judgments are scattered across multiple cases in Guangzhou. A customer of Harbin nationality who has been working in Sui for four years and has rented a house for a long time. After watching the actual scene of Huju in Yuexiu and Guanyue, the subscription was completed once; the first batch of officially certified “Good House” projects, Yuexiu Yuejingtai visited the 786 Group during the holiday period, and a faculty and staff member from Wushan University experienced the clubhouse and apartment type, combined with replacement services to dispel old sales concerns, and settled on the spot.

Only when the values of a city are realized can a house be emboldened. In Guangzhou, the area with advanced facilities and live scenes is becoming the direction for buyers to vote with their feet. In the first half of the year, the “Hohachi Rules” ignited the replacement chain. At the end of September, the sales direction of existing homes was clear, and quality homes encouraged by policies were the first to receive market response here.

After comparing more than 10 properties, an insider buyer from Beijing ordered Chaoyang Puyue in one day

The volume of the new housing market in Beijing increased markedly during the holiday season. According to monitoring by the China Research Institute, the average number of newly built commercial housing units signed online per day in Beijing increased 176% year over year during the National Day. High housing rates, ready-to-use housing, and improvement projects along the subway line were relatively good; policies and rules such as interest rates were quickly implemented to improve the concentration of customers entering the market, and visiting the entire city before making decisions is already the norm in the market.

The owner of a 230-square-meter apartment sold by Yuexiu Puyue during the holiday season is a typical “insider buyer”. He previously compared more than 10 projects of the same level in sectors such as Lize and Jiuxianqiao. After visiting Puyi, he checked each item at the live demonstration area and science and technology museum. The spatial scale, intelligent system, and hardcover details all exceeded expectations. The subscription was finalized on the same day, and bluntly stated, “Compared to that, Puyi still won my heart.”

The trust of an insider buyer isn't easy to give unless every promise is clearly placed. As of the National Day, Puyue's overall removal rate had exceeded 80%, ranking first in the ranking of luxury homes with a unit price of 90,000 yuan/square meter or more in Beijing. The number of holiday visits increased 50% over the previous month. If the standards are clearly written and the details are solid, the most picky customers will also become the most determined buyers.

The loan was only made after the construction was completed and filed. The Shanghai family took the whole family to the Tianyu case

This holiday season, buyers in Shanghai are counting on a new account. At the end of September, Shanghai introduced rules for the sale of existing homes, making it clear that all new opening batches are loaned after completion and filing. Previously, when buying a house, you had to pay rent and mortgage at the same time, but now there is no need to repay monthly payments before delivery. Coupled with local replacement subsidies, the pace of entry into the market has accelerated markedly.

The other side of the ledger change is popularity. The person in charge of marketing at Yuexiu Tianyu explained that at the beginning of the opening of the sales office, the highest number of visitors reached 680 groups in a single day. Nearly 1,000 groups and more than 150 groups were registered during the National Day holiday. At the end of September, the project, where 147 units were sold out on the same day, relied on a physical demonstration area where all the apartments, gardens, and general clubhouse were presented in real life. A couple from a new family in Pudong confirmed their intention after taking their children to review it a second time. The park landscape of the community and the two-staircase, two-family layout are just perfect for the next three generations; the whole family of workers in the other emerging industry came to see the market, and the children were unwilling to leave in front of the slide at the community amusement park.

Buying a house is calculated over decades. Only when delivery has a basis and progress is visible can customers dare to put in household assets. When the policy turns certainty of delivery into a hard threshold, the comprehensive strength and ability of housing enterprises to fulfill the full cycle are replacing the single price factor and becoming the core evaluation criteria for improving the customer base in Shanghai.

The school starts before the community waits. A family of three in Hangzhou settled down at 11:00 midnight

“I was just stopping by to see it, but as a result, the kids couldn't bear to go.” During the National Day holiday, Mr. Zhang and his family visited Xingman Helun in Linping District for the third time and settled on their new home at 11:42 p.m. For the first time, the whole family participated in community parent-child activities; for the second time, the garden apartment type was examined in detail; for the third time, the budget was calculated in conjunction with subsidies, and subscribed that night. According to project statistics, Starman Herun Holiday visited more than 160 groups, an average weekly increase of 91.8% over September.

What has kept Mr. Zhang's family coming back again and again is a community that is already in operation. Xingman Helun was jointly developed by Hangzhou Metro and Yuexiu Real Estate. It has been delivered as a whole. The hardcover house can be purchased and certified. The 45,000-square-meter park was actually opened, and the nine-year integrated school officially opened on September 1. Also driving the settlement was a real discount. After the interest rate was implemented, Lin'an and Linping introduced a 100,000 yuan housing purchase subsidy. The total number of visits to projects with a total price of less than 1.5 million yuan in Hangzhou increased markedly during the holiday season, and customers just needed to enter the market first.

Community delivery isn't the end; it's the beginning of operating services. The opening of schools, the opening of parks, and supporting operations determine whether a community can truly retain people. Buyers in Hangzhou settle down late at night and hand over their trust to those who put service first. This is also a watershed moment in the era of existing home sales, where housing enterprises changed from builders to life operators.

Behind the six decisions, an industry shift from price to quality

This National Day holiday, the six city home buying stories present the same kind of decision-making logic. The father of a two-year child in Chengdu Yuexiu Tianyue Yuncui Phase III looked at the two-year house and added the budget from 3.5 million yuan to 5 million yuan, which was only comfortable for a family of four; a civil servant from Shenzhen Guangming visited Yuexiu Xingke Yuanqi seven times and settled on a 111-square-meter four-room suite. The reason was simple. The reason was simple; it was very pleasant to push the window and see the green. In an uncertain market, customers jointly chose to pay with certainty.

Market stratification is also giving the same signal. Yan Yuejin, deputy director of the Shanghai Yiju Real Estate Research Institute, believes that the current housing sales reform anchors delivery expectations, reduces the pressure on monthly payments, and combines the restoration of confidence in stable housing prices. The three shares have formed the basis for the current market cycle, and the pace of buyers entering the market has clearly accelerated; while monitoring by the China Index Research Institute also shows that most of the projects that received attention during the holidays were projects with outstanding location and product advantages.

The significance of Golden Week is more than a seven-day transaction; it is more like a declaration of industry transformation. The scale competition has come to an end, and the quality competition has just begun. There are no shortcuts to this new competition. The reality of existing homes, on-time delivery, and payment of packages all depend on years of accumulation; whoever gives certainty to the customer first stabilizes confidence in the market. From national policy documents to safe and comfortable homes in the hands of ordinary people, someone in the middle needs to build it brick by brick. The place where this questionnaire was written is a home that can be felt one by one.