租金连跌 3 个月！一线房东松口却难降价，保租房抢了谁的生意？

Group 1 - The rental market is experiencing a decline in prices across the country, with major cities like Beijing seeing a drop in rental rates for two-bedroom apartments by nearly 1,000 compared to last year, despite a slight increase in May due to the graduation season [2] - Nationally, rental prices have fallen for three consecutive months, with first-tier cities showing a smaller decline compared to second and third-tier cities, where some areas have seen drops exceeding 10% year-on-year [2][3] - The rental market's downturn has been evident since the second half of last year, with traditional peak seasons failing to stimulate demand, leading to lower occupancy rates in many cities [2] Group 2 - The introduction of affordable rental housing (保租房) is significantly impacting the market, with one project in Chaoyang District offering rents nearly 30% lower than surrounding areas, resulting in a diversion of clients from traditional landlords [3] - The disparity between first-tier and third- to fourth-tier cities is notable, as first-tier cities like Beijing maintain stronger rental support due to industrial presence, while lower-tier cities face more pronounced declines in rental prices [3] - Landlords are exhibiting mixed reactions to the market changes, with some reducing rents by 12% to secure tenants, while others remain resistant to lowering prices, believing that demand in first-tier cities will remain strong [3][4] Group 3 - The shift in power dynamics in the rental market is evident, with tenants now seeking affordable rental options, particularly affordable housing, which is perceived as both cheaper and more reliable [4] - The number of rental listings has decreased significantly, with many landlords resorting to flexible pricing strategies to attract tenants, indicating a cooling rental market [4]