Group 1: New Housing Market Insights - New housing sales area in 47 cities reached 4.34 million square meters, marking a weekly high since October[4] - New housing sales increased by 28.2% week-on-week, while year-on-year sales decreased by 29.8%, indicating a narrowing decline compared to the previous week[4] - The recovery in the new housing market is attributed to the year-end surge in sales and the introduction of quality projects in key cities[2] Group 2: Second-hand Housing Market Trends - Second-hand housing transaction volume increased by 3.8% week-on-week, continuing the trend observed since November[6] - Year-on-year growth for second-hand housing transactions showed a decline of 23.2%, but the rate of decline has decreased compared to the previous week[6] Group 3: Risk Factors - Potential risks include unexpected declines in housing prices, exceeding anticipated debt risks for real estate companies, and macroeconomic downturns beyond expectations[3][11]
地产专题分析报告:年末冲刺效应带动新房市场回暖
SINOLINK SECURITIES·2025-12-21 11:31