Core Insights - The official data for May shows a decline both month-on-month and year-on-year, with the net signed contracts reaching a new low for normal months in over a year [1][4][31] - The overall market remains sluggish, with net signed contracts totaling 582 units, indicating a flat performance compared to previous months [4][31] Group 1: Market Performance - The total net signed contracts in May were 1,026 units, a decrease of 300 units from April and a drop of 329 units compared to May 2024 [5][31] - The data indicates that the decline in the Jin'an District was primarily due to a reduction in commercial housing availability, which significantly impacted the overall figures [2][4] - The net signed contracts in the Wuyuan area showed a significant drop, particularly in Jin'an District, which fell by over 300 units [2][4] Group 2: Regional Analysis - In May, the Wuyuan area saw a total of 1,026 units signed, with the Jin'an District contributing significantly to the decline due to fewer commercial housing options [2][4] - The data for various districts shows that the total for Jin'an District was 332 units in May, down from 663 units in April, highlighting a major source of the overall decline [2][3] - The performance of different districts varied, with some areas like Cangshan showing an increase in signed contracts, while others like Jin'an faced significant drops [2][3] Group 3: Inventory and Sales Trends - The inventory levels for various projects indicate a mixed performance, with some projects like "Zuo Hai Wang Yue" achieving sales of 39 units, while others struggled to maintain momentum [6][24] - The overall trend suggests that while some projects are performing well, the market as a whole is still facing challenges in terms of sales and inventory turnover [11][12] - The market is characterized by a reliance on promotional pricing and discounts to drive sales, particularly in the more competitive districts [12][23] Group 4: Future Outlook - The ongoing supply of new projects is expected to continue, with a focus on both improvement and affordability in the housing market [19][32] - The market dynamics indicate that the future performance will heavily depend on the balance between supply and demand, particularly in the context of ongoing economic conditions [19][32] - The potential for recovery in the market remains uncertain, with many stakeholders closely monitoring inventory levels and sales data for signs of improvement [31][32]
南二环，不是尬吹！
Sou Hu Cai Jing·2025-06-05 06:25