业主“抱团保价”,只是最后的倔强
Sou Hu Cai Jing·2025-11-25 09:50

Core Viewpoint - The article discusses the current state of the real estate market in Shanghai, highlighting a disconnect between optimistic pricing by some homeowners and the overall market trends, indicating a potential long-term adjustment phase in the housing market [2][10]. Group 1: Market Trends - Recent listings in Shanghai show some homeowners pricing their properties around 14.6 million yuan for 93 square meters, leading to speculation about a collective effort to maintain prices [3][4]. - The National Bureau of Statistics reported that in October, new home prices in Shanghai increased by 0.3% month-on-month and 5.7% year-on-year, while the overall performance of the first-tier cities remains strong [5][6]. - In contrast, the second-hand housing market in Shanghai saw a month-on-month decline of 0.9% and a year-on-year decline of 3.4%, indicating a divergence between new and second-hand home prices [5][6]. Group 2: Homeowner Sentiment - Some homeowners are exhibiting overly optimistic pricing strategies, which may not align with actual market conditions, as buyers are likely to be aware of the true market prices [6][7]. - The average listing price in the mentioned community was 15.74 million yuan per square meter, significantly higher than the previous transaction price of 13.51 million yuan per square meter, suggesting a lack of realistic pricing [7]. Group 3: Broader Economic Context - The article emphasizes that the current economic cycle is different from previous ones, suggesting a prolonged period of adjustment rather than a quick recovery, which may affect homeowner expectations [10][12]. - The author notes that many individuals have not yet adapted to the new normal of potentially stagnant or declining property values, which could lead to poor decision-making in real estate investments [12][13].

业主“抱团保价”,只是最后的倔强 - Reportify