Group 1: Real Estate Market Changes - The real estate market in China has been adjusting since 2022, with a continued decline in housing prices into 2025. As of September, the average price of second-hand residential properties in 100 cities was 13,381 yuan per square meter, down 7.38% year-on-year, marking 41 consecutive months of month-on-month price declines [4] - Starting from October 2025, significant changes are expected in the real estate market, including a slowdown in price declines in cities that previously experienced larger drops, and potential price corrections in first-tier cities [4][5] - The government plans to accelerate the introduction of affordable housing, with a target of providing 6 million units over the next five years, which will likely divert demand from the commercial housing market and increase downward pressure on prices [5] Group 2: Automotive Market Dynamics - A price war has begun in the automotive market, with numerous brands participating. Mid-range domestic cars have seen price reductions of 20,000 to 30,000 yuan, while high-end imported vehicles have dropped by up to 90,000 yuan [7] - The second-hand car market is also experiencing significant price drops, with some models losing 70,000 yuan in value over just over a year [7] - Factors contributing to the ongoing price war include the influx of new energy vehicles, a slowdown in middle-class income growth leading to reduced demand, and the rapid turnover of car models [7] Group 3: Stability of Currency Purchasing Power - Despite concerns about the weakening purchasing power of currency due to excessive money supply, the Consumer Price Index (CPI) remained stable in September, with a year-on-year increase of only 0.4%, indicating a deflationary cycle in the economy [10] - The stability in purchasing power is attributed to the fact that the excess money supply is not circulating into the economy, leading to weak price increases in the goods market [10] - Additionally, the slowdown in household income growth has weakened consumer purchasing power, prompting businesses to reduce prices to clear inventory and attract buyers [10]
不出意外,10月份开始,房子、车子、票子或将迎来这些重大改变
Sou Hu Cai Jing·2025-10-11 07:33