楼市低迷情绪什么时候能消失?
虎嗅APP·2025-09-04 13:46

Core Viewpoint - The real estate market's trajectory is influenced by both fundamental and emotional factors, with current pessimism partly driven by sentiment rather than reality [5][6]. Group 1: Industry Confidence - The shift in industry confidence needs to move from price-based confidence to product-based confidence, emphasizing the value and quality of real estate products rather than just their prices [6][8]. - The focus on product quality can lead to a more robust confidence system in the real estate market, similar to the consumer behavior seen in the electric vehicle market [10]. Group 2: Policy Support - There is a need to transition from a narrative of policy relaxation to one of policy support, which can positively influence public sentiment and confidence in the real estate sector [11][12]. - Stable and supportive policies are crucial for fostering a sense of security among potential buyers, which can enhance market confidence [15]. Group 3: Targeted Audience for Confidence Building - Confidence should be cultivated among three key groups: industry practitioners, wealthy individuals, and media influencers, as their sentiments can significantly impact broader market perceptions [16][18]. - Real estate professionals need to feel optimistic about the industry's future, which can be achieved through mechanisms that highlight profitability and innovation [18]. Group 4: Signs of Market Recovery - Indicators of potential market recovery include increased participation from small and private developers, accelerated product iteration by developers, and a more flexible pricing environment [24][25][26]. - The emergence of a more inclusive attitude towards all buyers, regardless of their purchasing power, can also signal a shift towards a more active market [27]. Group 5: Conclusion - The current state of the real estate industry is weak and requires more attention and nurturing to foster recovery and confidence [32][33].