我这样看待上半年的楼市表现 | 每天听见吴晓波

Core Viewpoint - The article emphasizes that revitalizing the real estate market is essential for boosting domestic demand in China [3][17]. Sales Data - From January to June, new housing sales area decreased by 3.5% year-on-year, with sales value dropping by 5.5%, indicating a worsening trend [6][7]. - The decline in sales value is greater than that of sales area, suggesting further price reductions in the housing market [7]. - In first-tier cities, new home prices fell by 0.3% month-on-month, with only Shanghai seeing a price increase of 0.4% [7]. - In June, 56 out of 70 major cities saw new home prices decline, marking the worst performance since October of the previous year [9]. Second-hand Housing Market - The trading volume of second-hand homes in major cities has returned to 2019 levels, with prices in key cities dropping by 0.5% to 0.7% month-on-month [8][9]. - In June, all ten major cities experienced a decline in second-hand home prices, with Chengdu showing the smallest drop of 0.18% [8]. Investment Data - National real estate development investment fell by 11.2% year-on-year in the first half of the year, with June seeing a significant drop of 12.9% [13]. - The land market's performance is a key factor affecting investment, with land transaction area down by 5.5% year-on-year [14]. - The willingness of companies to acquire land is low, as evidenced by the declining land transaction premium rates in major cities [15]. Performance of Real Estate Companies - The sales revenue of the top 100 real estate companies decreased by 11.8% year-on-year in the first half of the year, with June's sales dropping by 18.5% [16]. Market Outlook - The article suggests that the recovery of market confidence requires ongoing policy support [17]. - It highlights the importance of high-net-worth individuals in major cities purchasing properties as a potential indicator for market recovery [19].