9月以后，中国将迎来“四大降价潮”？除房价外，这3种也开始降价

Core Insights - Recent market trends indicate a significant decline in prices across various sectors, including real estate, automobiles, home appliances, and food products, suggesting a potential consumer opportunity [1][10]. Real Estate Market - As of August 2025, the average price of second-hand residential properties in 100 cities in China is 13,856 yuan per square meter, reflecting a month-on-month decrease of 0.35% and a year-on-year decrease of 2.7%, marking the ninth consecutive month of decline [1][4]. - The decline in housing prices is attributed to changes in supply-demand dynamics and demographic shifts, with a notable decrease in the birth rate leading to reduced housing demand [4]. - As of July 2025, the inventory of commercial housing in China stands at approximately 580 million square meters, which is historically high, prompting developers to adopt price reduction strategies to accelerate cash flow [4]. Automotive Market - In July 2025, retail sales of passenger vehicles in China reached 1.775 million units, showing a year-on-year increase of 4.2% but a month-on-month decline of 8.3% [5]. - Over 20 major automotive manufacturers have implemented price cuts on various models, with reductions typically ranging from 10,000 to 30,000 yuan for mid-range vehicles and exceeding 50,000 yuan for some high-end models [5][6]. - The automotive price decline is driven by overcapacity, inventory buildup, and intensified competition, particularly in the electric vehicle sector, where market growth has slowed [5][6]. Home Appliance Market - Average retail prices for major home appliances, including televisions, refrigerators, and washing machines, decreased by 7.6% year-on-year in July and August 2025, with some small appliances seeing price drops of over 15% [7]. - The decline in appliance prices is primarily due to weak demand and inventory pressures, with the retail market for home appliances experiencing a 3.8% year-on-year decline in sales revenue in the first half of 2025 [7]. - Lower raw material costs, particularly for copper and aluminum, have also contributed to the reduction in appliance prices, with copper prices down approximately 12% and aluminum prices down about 8% since the beginning of 2025 [7][8]. Food Market - The average wholesale price of pork in China was 17.8 yuan per kilogram in August 2025, reflecting a month-on-month decrease of 9.6% and a year-on-year decrease of 22.3% [8]. - The drop in pork prices is attributed to an increase in supply due to expanded production by farmers in response to previous high prices, alongside a decrease in feed costs [8][10]. Consumer Implications - The current price reductions across these sectors present a rare consumer opportunity, particularly for those looking to purchase homes, vehicles, or appliances [10]. - Consumers are advised to make informed purchasing decisions based on their actual needs and financial situations, rather than succumbing to impulsive buying due to promotional activities [13].