【环球财经】澳大利亚房地产市场出现放缓迹象

Core Insights - The Australian real estate market is showing early signs of growth slowdown, as indicated by a decline in housing construction approvals and a decrease in the national housing value index growth rate [1][2]. Group 1: Housing Construction Permits - In October 2025, the number of housing construction permits approved in Australia decreased by approximately 6.4% month-on-month, a significant drop from an 11.1% increase in September [1]. - Year-on-year, housing construction permits in October fell by about 1.8% [1]. - Specifically, private sector house permits decreased by around 2.1% month-on-month but increased by 1.3% year-on-year, totaling 9,251 units; other private sector housing permits saw a month-on-month decrease of approximately 13.1% and a year-on-year decline of 3.3%, totaling 6,253 units [1]. Group 2: Housing Value Index - The national housing value index in Australia maintained a month-on-month growth of 1% for the third consecutive month in November, influenced by modest increases in major cities like Sydney (0.5%) and Melbourne (0.3%) [2]. - Other capital cities experienced at least a 1% increase in housing prices, with Perth showing the highest growth at 2.4% [2]. - The worsening affordability for homebuyers is a significant factor limiting price increases, with the median housing value to pre-tax household income ratio reaching a historical high of 8.2 times [2]. Group 3: Interest Rates and Market Outlook - The Australian banking research team anticipates that the central bank will maintain the benchmark interest rate at 3.6% over the next year, contributing to a cooling effect on the housing market [3].