6亿栋！住建部已查清全国住房数量，楼市或将迎来新变革？

Group 1 - The core issue of housing oversupply is highlighted by the existence of nearly 600 million buildings and over 7.53 million second-hand homes available for sale by May 2025, indicating a significant surplus in the real estate market [2][4] - Despite the oversupply, approximately 200 million people in the country cannot afford to buy homes and are forced to rent, showcasing a stark contradiction in the housing market [4][5] - The average price of new residential properties in 100 cities was reported at 16,877 yuan per square meter, while the average price for second-hand homes was 13,892 yuan per square meter, indicating that high prices persist despite the surplus [5][7] Group 2 - The government is no longer encouraging large-scale land acquisition and construction, aiming to provide a clearer picture of housing supply to promote healthy market development [9][10] - Concerns about real estate bubbles are growing, with experts emphasizing that housing supply should be aligned with population growth and demographic trends to ensure market stability [10][12] - The introduction of property taxes is anticipated, which could pressure speculators to exit the market, leading to a more rational real estate environment and stabilizing prices [14][16] Group 3 - The rising non-performing loan rates in banks pose risks to the financial system, as real estate companies struggle to sell their properties and repay debts, potentially leading to increased bank defaults [18][19] - The interconnection between housing oversupply and bank risks suggests that measures taken by banks, such as tightening loan approvals, could further impact the real estate market and consumer behavior [19][20] - Overall, the data released by the Ministry of Housing and Urban-Rural Development signals a transformative phase in the housing market, necessitating prudent decision-making to mitigate financial risks [22]