城楼网|租赁市场深度调整：挂牌量创三年峰值，租金连跌11个月

Group 1 - The core viewpoint of the article highlights a significant increase in the number of newly listed personal rental properties in July, reaching 618,000 units, a year-on-year increase of 12.19% and a month-on-month increase of 7.03%, marking a three-year high [1] - The rental prices for personal listings have decreased by 3.52% month-on-month to 31.65 yuan per square meter per month, continuing a downward trend for 11 consecutive months, with the year-on-year decline expanding [1] Group 2 - The supply-demand imbalance is identified as the main driver behind the declining rental prices, with institutional rental properties entering the market and reducing space for individual landlords, while tenants are increasingly opting for lower-cost living options [2] - The rental market is entering a traditional off-season following the graduation season, with expectations that rental prices in key cities will maintain a month-on-month decline of less than 3% in August [3] - A long-term outlook suggests that a peak in the supply of guaranteed rental housing is expected between 2025 and 2026, coupled with pressure to reduce existing housing stock, indicating insufficient momentum for rental price recovery [4] Group 3 - There is a notable structural differentiation in the rental market across cities, with 32 cities experiencing an increase in new listings, most of which are below 10%, while cities like Nantong and Beijing saw year-on-year increases exceeding 50%, and 23 cities, including Zhuhai, experienced a decline in supply, with Qingdao seeing a year-on-year drop of 53% [5] - Among the top 10 cities for rental prices, only Xiamen saw a slight month-on-month increase, while all others experienced declines [6] - The analysis indicates that regional industrial vitality, population flow, and the pace of affordable housing construction will continue to dominate the market differentiation landscape [7]