Workflow
最新发布!商品房库存连续6个月减少,房企资金状况改善
券商中国·2025-09-15 11:03

Core Viewpoint - The real estate market in China is showing signs of stabilization, with a narrowing decline in sales and improvements in funding and inventory levels [1][2][7]. Group 1: Sales Performance - From January to August, the total sales area of new commercial housing reached 57,304 million square meters, a year-on-year decline of 4.7%, which is a reduction of 13.3 percentage points compared to the same period last year [4][7]. - The sales revenue for new commercial housing was 55,015 billion yuan, down 7.3% year-on-year, with a decline reduction of 16.3 percentage points compared to the same period last year [4][7]. - By the end of August, the inventory of unsold commercial housing decreased by 317 million square meters compared to the end of July, marking six consecutive months of decline [4][8]. Group 2: Funding Situation - The total funds received by real estate development enterprises from January to August amounted to 64,318 billion yuan, a year-on-year decrease of 8.0%, but the decline has narrowed by 12.2 percentage points compared to the same period last year [10][12]. - Domestic loans accounted for 10,232 billion yuan, showing a slight increase of 0.2% year-on-year, while self-raised funds decreased by 8.9% to 22,974 billion yuan [10][12]. - Personal mortgage loans also saw a decline of 10.5%, totaling 8,857 billion yuan [10]. Group 3: Market Outlook - The spokesperson from the National Bureau of Statistics indicated that the real estate market is gradually stabilizing, but further efforts are needed to promote recovery [2][12]. - Recent policy adjustments in various cities have shown positive effects, leading to improvements in market transactions [12]. - The industry is encouraged to focus on high-quality housing supply to better meet the rigid and improved housing demands of residents [12].