官方数据公布,抄底买房的时机已到?
Sou Hu Cai Jing·2025-10-24 21:15

Group 1: CPI Analysis - In September, the CPI decreased by 0.3% year-on-year, but the decline rate narrowed by 0.1 percentage points compared to the previous month, indicating a slowing pace of price decrease [3] - Food prices were the main contributor to the decline, with a year-on-year drop of 4.4%, particularly pork prices falling by 17% [3] - Core CPI, excluding food and energy, increased by 1% year-on-year for the first time in 19 months, driven by a significant rise in gold jewelry prices by 42.1%, suggesting a shift in consumer spending towards durable goods and services [3] Group 2: PPI Analysis - The PPI fell by 2.3% year-on-year in September, but the decline rate also narrowed by 0.6 percentage points from the previous month [4] - The decrease in PPI is attributed to a low base from the previous year and the effects of recent anti-involution policies [4] Group 3: Economic Outlook - The combination of a recovering core CPI and narrowing overall declines suggests that the economy is slowly bottoming out, but negative growth in both CPI and PPI indicates that consumer confidence has not fully recovered [5] - The current economic situation reflects a complex environment where market demand remains weak, leading to cautious behavior from businesses regarding production and pricing [4][5] Group 4: Real Estate Market Insights - The real estate market is still in a volatile phase, with many cities' housing prices not stabilizing yet, despite recent adjustments in mortgage rates [5] - It is advised that individuals should not rush into buying property based solely on lower mortgage rates, especially if income expectations are uncertain [5][6] - Maintaining cash flow and a healthy financial state is emphasized as crucial during this uncertain period, allowing for better positioning when genuine opportunities arise [6]