Core Insights - Jack Ma's prediction in 2017 that housing prices would become as cheap as scallions is now seen as prescient, as housing prices have indeed begun to decline significantly since late 2021 [2][4] - The current real estate market is experiencing a downward trend, with national average housing prices dropping over 30% from their peak in 2021 [4] - The decline in housing prices is attributed to demographic changes, oversupply of housing, and a slowdown in urbanization [4] Group 1: Signals of Market Trends - Signal 1: The trend of declining housing prices is becoming increasingly clear and difficult to reverse [5] - Signal 2: The number of second-hand homes listed for sale has surged, with major cities like Beijing and Shanghai seeing listings exceed 16 million and 33 million respectively, indicating a shift in investor sentiment [7] - Signal 3: Public willingness to buy homes is decreasing, as evidenced by a significant drop in bank deposits, with 1.11 trillion yuan withdrawn in July 2025, and funds being redirected to other investments [9] Group 2: Changing Attitudes Towards Homeownership - Signal 4: Young people's willingness to buy homes has become more rational, with only 48% of individuals aged 25-30 expressing a desire to purchase a home, down from 65% five years ago [11] - Many young individuals prefer a "rent and invest" approach, with long-term rental agreements increasing by 25% year-on-year, reflecting a shift in housing attitudes [11][13] - The perception that housing prices are on a downward trajectory encourages young people to adopt a wait-and-see approach, leading to a broader societal shift in housing views [13]
专家预言应验了?2026年的房价,已经出现4个信号!
Sou Hu Cai Jing·2025-11-12 18:41