租金大撤退！房东正在批量跑路！

Core Viewpoint - The article discusses the significant decline in rental prices and the increasing issues faced by landlords and tenants, particularly focusing on the phenomenon of sublandlords (二房东) defaulting on payments and the resulting impact on the rental market [3][4][6][13]. Group 1: Rental Market Trends - Rental prices in major cities have been on a downward trend, with an average rent of 35.0 yuan per square meter per month in May, reflecting a month-on-month decrease of 0.34% [13]. - The rental market has seen a significant drop, with 47 out of 50 cities experiencing falling rents, while only three cities reported increases [13]. - In first-tier cities, such as Shanghai, rental prices for concentrated apartments have decreased by 19% since the first half of 2021 [15]. Group 2: Sublandlord Issues - Sublandlords are facing financial difficulties due to the mismatch between rental income and expenses, leading to a wave of defaults [23]. - The rental model of sublandlords, which relies on high collection and low rental prices, is under pressure as market conditions worsen [22]. - Reports indicate that disputes involving long-term rental apartments have surged by 240% year-on-year, with the total amount involved exceeding 2 billion yuan [10]. Group 3: Inventory and Housing Supply - The number of rental listings in Guangzhou increased by 16,116 units from October 2024 to February 2025, contributing to a 45% year-on-year rise in rental inventory across 55 cities [25]. - The influx of affordable rental housing is further exacerbating the situation, with some properties priced 20-30% lower than market rates [27][28]. - The construction of 1,006,000 affordable housing units is planned for 2025, which will likely increase competition in the rental market [31]. Group 4: Regulatory Environment - The lack of regulatory oversight for sublandlords has led to conflicts between landlords and tenants, with many sublandlords operating without proper qualifications [32]. - New regulations are being introduced to standardize the rental market, including requirements for registration and financial oversight for sublandlords managing multiple properties [34]. - The article suggests that without improved management practices, sublandlords may face extinction in the current market environment [35].