之前咱们提到从带动房地产行业全链条循环的角度看，限购、限贷、限售、认房认贷等限制性政策将会逐步优化甚至退出。

近两年以来，地方政策在需求侧从试探性松绑到应出尽出。

26日，住建部在会议中明确：充分赋予城市房地产调控自主权，各城市可以因地制宜调整房地产政策。

时隔一天，也就是上周六，广州率先推出房地产新政，再次放松限购，距离上一次调整不到半年（2023年9月）。

图片来源：广州市人民政府办公厅、泽平宏观

可以看到，政策在微调中持续放松，始终保持着小步快走的谨慎状态，即防止一放就乱，又看市场反馈。

在其人民政府办公厅官网发布《关于进一步优化我市房地产市场平稳健康发展政策措施的通知》，即日生效。

内容涉及4方面，分别是涵盖住房保障、支持房地产项目融资需求、优化调整限购和加强房地产监督。

其中，最受关注的部分就是：

放开120平方米以上（不含120平方米）户型限购。

支持“租一买一”“卖一买一”：

名下自有住房用于出租（并备案）或出售（存量房交易系统取得房源信息编码并挂牌），购房时核减相应套数。

商服类物业也不再限定转让对象（法人单位、个人均可）

广州成为一线城市中首个部分放开中心城区限购的城市。

具体是什么概念？

随着楼市需求结构的变化，市场上改善性住房需求的占比越来越大。

广州也不例外，目前仍在执行限购政策的区域中，120平方米以上的占比几乎已经近半，供过于求，而商服类物业更是高库存重灾区。

新政在需求端放松限购区域内限制条件，有助于消化库存，同时推动改善性需求适时入市；

如此一来，可以实现新房、二手住房、租赁和交易的良性循环，从一定程度上促进供应和交易两旺。

当一线城市敞开大门，有实力的人考虑到职业需求、生意需求、教育需求，更愿意把房子向资源集中的地区置换。

广州的限购放开或是一线城市解除或进一步放松限购的重要信号，为其他城市政策调整方向提供参考。

另外，就在今天，据中国新闻周刊、澎湃新闻、证券时报、财联社等多家报道，苏州已确认，将全面取消住房限购，买房不再限面积及套数。

和广州一样，苏州房地产经历多次调整，从缩小限购范围到缩短社保年限，再到去年9月限购政策放松。

此时面积120平以上不限购、120平以下只能买三套，现在全部放开。

不过，在新房限售两年政策方面暂时没有变化仍继续执行。

下午五点半，据央视财经报道，上海优化限购政策，外地购房者在沪连续5年社保或个税，可在外环以外区域（崇明区除外）限购1套住房。

除了上述三地，据不完全统计，光是去年9月，西安（二环外）、武汉、无锡、厦门（岛外）、合肥、郑州、福州、青岛、济南、南京、大连、沈阳、天津（核心区（和平、河西、南开、河东、河北、红桥）以外）等城市宣布取消限购；

近期上海、东莞、洛阳等多个城市陆续出台楼市新政，旨在引导购房者信心回升。

这些强二线已经不再设防，大城市下场抢板凳的游戏开始了，财富将出现一轮新的大挪移。

那这波政策能让一线城市楼市稳住吗？

关键还是看刚需盘到底有多少，这部分人是否愿意上车。

如今放开限购，希望有钱人先动起来，让买得起的人先买。

至于有需求的人，咱也可以学起来，关注消息，见机行事，各地的善意越来越多了。

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