Group 1 - The core viewpoint emphasizes that the repeated mention of the real estate market needing to "stop falling and stabilize" indicates that the decline has not yet ceased and stability has not been achieved [1][2] - The term "stop falling and stabilize" is not a reality but rather a goal, highlighting the ongoing challenges in the market [2][4] - The overall situation of the housing market is grim, with significant declines in housing prices across major cities [4][6] Group 2 - Data shows that in July, second-hand housing prices fell across all major cities, with Beijing leading the decline at 1.1% [4][5] - New housing sales have also seen a substantial drop, with a 4.0% decrease in sales area and a 6.5% decrease in sales amount year-on-year for the first seven months [6][7] - The new construction area in July was 4,842 million square meters, down 32.6% month-on-month, indicating a lack of confidence from developers [8] Group 3 - The transaction volume for second-hand homes in Beijing dropped by 15.6% month-on-month in July, with a total of 12,784 units sold [15] - New home transactions also fell significantly, with a 27.6% decrease month-on-month in July [16] - The overall market is characterized by a high number of listings, with total listings exceeding 162,700 units, indicating a shift to a buyer's market [17] Group 4 - In response to the declining market, Beijing introduced new policies aimed at stimulating demand and stabilizing the market [18][20] - Other cities, including Shanghai, are expected to follow suit with their own measures, although many have already relaxed restrictions [21][22] - The emphasis on "stop falling and stabilize" signals a potential new round of policies aimed at market stabilization [25][26]
全面失守!楼市危险信号已经很明显了
Sou Hu Cai Jing·2025-08-21 10:41