马云预言应验了?2026年的房价,已经出现5个信号!
Sou Hu Cai Jing·2025-11-15 13:36

Core Viewpoint - The current trend in China's real estate market is moving towards a significant decline in housing prices, aligning with Jack Ma's 2018 prediction that housing could become as cheap as green onions, with an average price drop exceeding 30% nationwide [1][3]. Group 1: Market Signals - Signal One: There has been a surge in the number of second-hand homes listed for sale, with a total of 7.3 million listings nationwide as of November 2025, indicating a lack of confidence among speculators in the market [6]. - Signal Two: The real estate market is experiencing an oversupply, with 600 million homes available, which is sufficient for 3 billion people if each home accommodates five residents. The average living space per person in China has reached 41 square meters, significantly exceeding that of developed countries [4]. - Signal Three: The number of marriages and births is declining, with only 6.1 million couples expected to register for marriage in 2024, a decrease of 20.5% from the previous year. This trend is likely to reduce housing demand further [8]. Group 2: Economic Factors - Signal Four: There is a slowdown or decline in residents' income growth, which is no longer sufficient to support current high housing prices. Homebuyers are becoming more rational and cautious in their purchasing decisions [9]. - Signal Five: The government plans to accelerate the construction of affordable housing, with a target of providing 6 million units over the next five years. This will lower living costs for low-income groups and divert demand from the commercial housing market, exerting downward pressure on prices in 2026 [11].