2025年存量时代楼市的特征、 趋势及机会研判 以客户为中心，持续提供卓越高效的不动产交易、运营和投资服务，促进城市的发展繁荣 Contents 目录 Part 1. 宏观经济形势背景 Part 2. 2024年房地产发展形势 Part 3. 2025年市场趋势及机会 01 宏观经济形势背景 以客户为中心，持续提供卓越高效的不动产交易、运营和投资服务，促进城市的发展繁荣 当前经济运行压力加大，投资、消费增速持续放缓 2024年全国实际GDP增速5.0%，低于2023年经济增速5.4%，分季度看，2、3季度经济运行压力 明显加大，GDP实际增速下滑。其中，固定资产投资、社零同比增速持续放缓，且均低于GDP增 速，仅出口金额增速较快，明显带动经济增长 29.2 31.6 32.8 35.7 30.5 32.9 34.2 37.4 4.5 6.3 4.9 5.2 5.3 4.7 4.6 5.4 0.0 1.0 2.0 3.0 4.0 5.0 6.0 7.0 0.0 5.0 10.0 15.0 20.0 25.0 30.0 35.0 40.0 45.0 50.0 23/3 23/6 23/9 23/12 24/3 2 ...

2024年上海租赁住房市场年报 Tospur Real Estate Consulting Co., Ltd. 代理 · 咨询 · 金融 · 商业 · 产业 · 公关 · 养老 目录 01 02 03 一、政策及宏观经济分析 二、上海集中式公寓市场分析 三、上海散租市场分析 CONTENTS 政策面：加快保租房供给，"金融支持+存量改造"双管齐下 自2016年起，住房租赁市场进入加速发展期。2021年，中央提出发展保障性租赁住房，以保租房发展为核心，住房租赁政策 支持体系逐渐完善。近两年，中央政策聚焦保租房建设筹集、金融支持、存量房转换等方面，推进住房租赁行业发展 存量改造 金融支持 政策 支持 资金 支持 2024 9.30 政策面：收储用作配租配售，"以购代建"模式逐步推进 2024年"517地产新政"将租赁住房贷款支持计划并入保障性住房再贷款，设立3000亿元支持地方国企收购已建成未出售商品 房，用作配售型或配租型保障性住房，并扩大适用范围至全国。金融支持下的"以购代建"模式将逐步成为保租房房源的新兴 方向 收储存量房配租配售政策（以购代建） 维度 保障性住房再贷款 （最新政策） 发布时间 2024年5 ...

Investment Rating - The report indicates a cautious outlook for the Shanghai rental housing market, with a rental yield dropping to 1.6% in October, reflecting a decline in both rental prices and transaction volumes [3][75]. Core Insights - The Shanghai rental market experienced a "volume and price drop" in October, with rental yields decreasing to 1.6% [3][75]. - Economic indicators have shown signs of recovery due to various policies, but overall pressure remains on the market [3][12]. - The rental market is characterized by a significant increase in supply, while demand has weakened, leading to increased discounts and promotional offers to attract tenants [5][41]. Policy and Macro Economic Analysis - In October, various policies were introduced to support the rental housing market, including measures to increase the supply of affordable housing and optimize housing fund withdrawal policies [8][9]. - The urban unemployment rate decreased to 5.0%, indicating a slight improvement in the job market, which may help stabilize rental prices [17]. - The Consumer Price Index (CPI) for rental housing in Shanghai remained stable, with a slight increase of 0.3% [19]. Shanghai Concentrated Apartment Market Analysis - In October, 13 new concentrated apartment projects were launched, totaling approximately 14,000 units, indicating a focus on large-scale projects [29][30]. - The average rental price for institutional-operated long-term apartments was around 3.6 yuan per square meter per day, reflecting a seasonal decline [33][35]. Shanghai Scattered Rental Market Analysis - The scattered rental market saw a total of 45,000 transactions in October, a month-on-month decrease of 6.4%, with an average rental price of 4,950 yuan per month [41][42]. - The rental price per square meter dropped to 2.29 yuan per day, with an increase in negotiation space to 7.13% [41][43]. - The rental demand in Shanghai has been consistently low, with a rental activity index of 495, down 29.6% year-on-year and 10.3% month-on-month [22][23].