商界大佬预言成真？楼市出现3大新趋势，有人紧张了

Core Insights - The domestic real estate market is undergoing a profound adjustment, with severity exceeding expectations, reflecting a culmination of accumulated contradictions over the years. This aligns with predictions made by billionaire Li Ka-shing regarding a significant reshuffling of housing prices in the coming years [1] Group 1: Industry Trends - Real estate companies are facing increasing operational difficulties, with 21 fewer companies achieving over 100 billion yuan in sales in 2022 and 28 fewer companies exceeding 10 billion yuan. Nearly 400 real estate firms have filed for bankruptcy this year, indicating a sharp decline in market demand for housing [3] - The demand for housing loans remains persistently low, with a reduction of 115.6 billion yuan in long-term loans (primarily mortgages) in April, marking a rare negative growth. Although there was a rebound in May with an increase of 168.4 billion yuan, the overall demand remains at historical lows, reflecting a lack of confidence in the market [3][4] Group 2: Market Adjustments - The pace of market adjustment has accelerated since March 2023, with 54 cities experiencing a month-on-month decline in new home prices and 83 cities in second-hand home prices in May. The number of cities with both new and second-hand home price declines reached 44, indicating a widespread market downturn [4] - The supply of second-hand homes has significantly outstripped demand, with a surge in listings since April. Major cities like Shanghai, Beijing, and Guangzhou have seen second-hand home listings exceed tens of thousands, with Shanghai alone reaching 200,000 listings. This oversupply is driven by speculators selling off properties due to a lack of confidence in future market conditions [5] Group 3: Impact on Stakeholders - The current market conditions pose significant challenges for three groups: speculators facing pressure to sell at high prices, real estate professionals at risk of unemployment or needing to change careers, and banks experiencing a decline in mortgage demand, which could impact their performance and introduce potential financial risks [5]