Core Viewpoint - The real estate market is expected to see significant price increases due to large capital inflows, driven by a rising money supply, despite current market challenges and a lack of consumer confidence [1][3][4]. Group 1: Current Market Conditions - The real estate market is currently sluggish, with a lack of confidence stemming from large developers facing difficulties and instances of unfinished projects, which have caused significant losses for buyers [3]. - Home prices have been declining for three consecutive years, leading to concerns about the investment value of real estate, causing many potential buyers to adopt a wait-and-see approach [3][6]. Group 2: Future Market Trends - The influx of capital may not effectively revitalize the real estate market due to widespread challenges across various sectors, leading to decreased public income and increased unemployment, which results in a more cautious approach to spending [6]. - The domestic real estate market is believed to have some degree of bubble, with incoming funds likely waiting for the market to correct before making investments, rather than blindly entering the market [8]. Group 3: Specific Trends for 2025 - Trend 1: Housing is expected to gradually return to its residential attribute, with prices aligning more closely with local income levels, particularly in first-tier cities where prices are currently inflated [10]. - Trend 2: The difficulty of selling homes is anticipated to increase, as the number of second-hand homes listed for sale continues to rise, indicating a lack of optimism among speculators and ongoing downward pressure on prices [10]. - Trend 3: The proportion of existing home sales is expected to increase while the proportion of pre-sale homes decreases, as measures are taken to protect buyers from unfinished projects [10]. - Trend 4: There will be an acceleration in the supply of affordable housing across various regions [11].
明年起,需做好资金大水漫灌的准备?房地产或将出现4个趋势
Sou Hu Cai Jing·2025-10-08 23:22