美国7月新屋开工量回升至五个月新高 多户型住宅建设引领增长

Group 1 - The core point of the articles highlights a significant increase in new residential construction in the U.S., with July's new housing starts reaching a five-month high, driven by the strongest multi-family housing construction in over two years [1] - In July, the annualized month-on-month increase in new housing starts was 5.2%, surpassing market expectations of a decline of 1.7% and the previous value of 4.6% [1] - The total annualized new housing starts in July reached 1.428 million units, exceeding market expectations of 1.29 million units and the prior figure of 1.321 million units [1] Group 2 - Multi-family housing starts saw a nearly 10% increase, marking the fastest growth rate since mid-2023, while single-family housing starts rose by 2.8%, totaling 939,000 units [1] - Despite the rise in new housing starts, builders have become more cautious over the past two years due to doubled mortgage rates, which have suppressed demand and led to the highest new home supply levels since 2007 [1] - The number of single-family homes under construction fell to the lowest level since February 2021, with builders signaling a slowdown in speculative housing construction [1] Group 3 - The new housing start data will assist economists in adjusting third-quarter GDP forecasts, as prior to the report, residential investment was not seen as a contributor to economic growth by the Atlanta Fed's GDPNow [2] - Building permits, a leading indicator for future construction, declined by 2.8% in July, with an annualized total of 1.35 million units, the lowest since June 2020 [2] - Single-family permits increased for the first time since February, while multi-family project permits decreased [2]