惠譽料內地今年新建商品住宅銷售額跌10%至15%
評級機構惠譽稱,目前預期全年內地新建商品住宅銷售額將下滑10%至15%,差過早前預測持平至下跌5%,反映成交量走低且房價下行壓力重現。
惠譽預測,今年房企商品住宅銷售面積約9億平方米,低於2022年的11.5億平方米。國家統計局數據顯示,繼6、7月單月按年顯著下滑之後,今年1至7月全國新建商品住宅銷售額增長率持平在0.7%左右。正在演進的碧桂園(02007.HK)信用事件或令購房者的低迷情緒雪上加霜,並可能對低能級城市造成更嚴重的影響。
惠譽指,注意到房價開始受到波及。自6月起,一線城市二手住宅價格按年下滑,且跌幅逐月擴大。盡管許多高能級城市的新房價格低於二手房市場價,但是兩者價差收窄可能進一步削弱購房者對新建商品房的購買意願。
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