业主“抱团保价”，只是最后的倔强

Core Viewpoint - The article discusses the current state of the real estate market in Shanghai, highlighting a disconnect between optimistic pricing by homeowners and the actual market conditions, indicating a potential long-term adjustment phase in the housing market [3][11]. Group 1: Shanghai Real Estate Market - Recent listings in Shanghai show homeowners pricing 93 square meter apartments around 14.6 million yuan, leading to speculation about a "price defense" strategy among sellers [3][4]. - Media reports clarify that the similar pricing among homeowners is not a coordinated effort but rather individual decisions influenced by previous listings [4][5]. - The new housing market in Shanghai shows resilience, with new home prices rising 0.3% month-on-month and 5.7% year-on-year in October, while the overall year-to-date increase is 5.8% [6][7]. Group 2: Divergence in Housing Types - In contrast, the second-hand housing market in Shanghai is underperforming, with prices dropping 0.9% month-on-month and 3.4% year-on-year in October, indicating a potential lag in recovery compared to new homes [6][7]. - The average listing price in a specific community was reported at 15.74 million yuan per square meter, significantly higher than the previous transaction average of 13.51 million yuan, suggesting unrealistic pricing expectations among sellers [7]. Group 3: Broader Market Trends - The article notes that while Shanghai's real estate market remains relatively strong compared to other cities, many second and third-tier cities are experiencing significant downturns [8]. - For instance, in Hangzhou, new home prices increased by 0.1% month-on-month and 4% year-on-year, but the second-hand market is still declining, with a 0.3% month-on-month drop and a 2.4% year-on-year decrease [8][10]. Group 4: Long-term Market Outlook - The article emphasizes that the current economic cycle is different from previous ones, suggesting a prolonged adjustment period rather than a quick recovery, which requires homeowners to adjust their expectations accordingly [11][12]. - It advises individuals to prepare for potential financial constraints and to reassess their spending and investment strategies in light of the new market realities [15][16].