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《大行報告》美銀證券:新春內房一手客流量改善 二手市場強勁復甦
美銀證券發表研究報告指出,根據克而瑞數據,內地47個城市於春節假期的新房銷量按年跌30%。然而,由於假期期間銷售登記暫停,追蹤客流量更有意義。根據CREIS中指數據庫,開發商銷售中心於春節假期的一手客流量按年略有改善。另一方面,二手市場強勁復甦,貝殼數據顯示50個城市二手房春節期間的帶看量按年同期增長近30%,樓價亦趨於穩定。 此外,該行認為,作為內地政府「扶貧」計劃的一部分,將低收入農村人口轉移至城市化城市/城鎮的計劃。於去年上半年已安置近460萬人口,較2021年高。據早前報道,國家發改委起草了指導意見,以更好地將安置社區與其他城鎮整合。該行認為,更好的整合或意味著補貼農村人口直接購買商品房,而不是將他們轉移到政府建設的社區。
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