Group 1 - The recent narrative of the real estate market "stabilizing after a decline" is becoming more prevalent, but skepticism remains due to a lack of transparency and trust in developers [2] - Many cities are no longer displaying historical transaction prices, which raises concerns about market transparency and leads to increased skepticism among potential buyers [2] - The core issue in the current real estate market is the public's distrust in developers' ability to deliver on promises, which has been exacerbated by high prices, interest rates, and quality issues [2] Group 2 - There are hopes pinned on "special bond repurchases" and "old community renovations," but the effectiveness of these measures in stabilizing the market is questionable due to high eligibility criteria [3] - The conditions set for these measures are so stringent that it is likely that suitable properties have already been sold, indicating limited impact on the market [3] - The issuance of special bonds by the government to take over previous debts of city investment companies may not provide substantial benefits to the market, as it essentially redistributes funds without real market impact [3] Group 3 - The focus on "renovation" rather than "demolition" in old community projects signifies a shift in approach, but the limited scope of these renovations may not significantly stimulate the real estate market [5] - Government-funded renovations are seen as pure expenditures without profit generation, which raises doubts about their ability to drive market recovery [5] - The challenge of rebuilding trust in the real estate sector is compounded by policies that favor certain parties, making it difficult to establish a reliable market environment [5]
当前楼市的核心问题,根本不是跌价
Sou Hu Cai Jing·2025-08-21 03:03