李嘉诚预言成真？若无意外，2026年房地产将会发生4大变化

Core Viewpoint - The real estate market in China continues to experience a downward trend, with significant declines in both sales area and sales revenue, indicating a potential long-term adjustment phase [2][4]. Market Performance - From January to October 2025, the national new residential property sales area decreased by 6.8% year-on-year, while sales revenue fell by 9.6% [2]. - In October 2025, all 100 cities surveyed saw a decline in second-hand housing prices, marking 32 consecutive months of month-on-month decreases in the second-hand housing market [2]. Predictions and Trends - Policy Support: The government is expected to strengthen market support policies, including the relaxation of purchase restrictions in most cities and lowering mortgage rates below 3.5% [7]. - Industry Restructuring: A significant reshuffle among real estate companies is anticipated, with high-debt firms facing bankruptcy or acquisition due to declining sales and financing challenges [10]. - Shift to Existing Homes: There will be a gradual shift from pre-sale properties to existing homes, allowing buyers to inspect properties before purchase, thereby reducing risks [11]. - Elimination of Shared Area Costs: More cities are likely to eliminate shared area calculations in property pricing, which will lower the financial burden on homebuyers [13][14].