You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
中指研究院:料下半年房地產市場恢復仍有波折 未來兩年逐漸回歸常態
中指研究院發布上半年中國房地產市場總結,上半年重點100城新建商品住宅銷售面積按年增長11%,其中第一季按年增長接近20%,第二季按年基本持平,6月單月按年降幅超過20%,市場下行壓力加大。從需求特徵來看,與去年類似,改善性住房需求仍是上半年市場關鍵支持。此外,在房地產銷售疲軟背景下,房企推盤能力及意願均偏弱,上半年供給端整體表現弱於銷售端,新房庫存小幅回落,但仍維持高位,三四線城市去化壓力突出。 房價方面,上半年百城新房價格保持橫盤態勢,二手房價格持續下跌。 土地市場方面,上半年全國土地市場延續低迷態勢,300城住宅用地供求規模按年下降均逾三成,降至近十年來同期最低;核心城市優質地塊放量,帶動樓面價結構性上漲。上半年地方國資托底乏力,22城中拿地金額佔比由上年的42%降至9%,央國企仍是拿地主力,上半年拿地金額佔比升至58%。 報告提及,當前多數城市限制性政策已取消,下半年需要更大力度的托底政策才能遏制住市場下行趨勢。隨著第二季市場持續轉弱,下半年政策加力預期增強。此外,當前購房者置業情緒仍受多個因素影響,其中居民收入預期偏弱、房價下跌預期較強、購房者對期房爛尾的擔心等依然是關鍵,該些因素能否好轉以及政策托底力度的大小直接影響著下半年房地產市場走勢。下半年市場恢復仍有波折,全年銷售面積在13億平方米左右。而市場在經歷「大起大落」後,預計未來兩年將逐漸回歸常態,年均商品住宅銷售規模在12億平方米以下。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account