真叫卢俊 . 以下文章来源于真叫卢俊 ，作者真叫卢俊 看数据，朋友聊还是问业内，都得不出一二 最真实的感受只有亲自感受过才知道根本 所以 认认真真聊地产，实实在在谈买房。 作者： 真叫卢俊 来源： 真叫卢俊 -------------------------------- 真实的市场 只有真实经历过才知道 我把自己的一套房子挂牌了 最后大概两个月时间也算顺利卖掉了 这个过程完整经历了一遍 最近陆陆续续会把一些内容记录下来和大家分享 首先和大家聊聊对上海楼市的真实感受，这种感受或许是片面的 但这却是这两个月时间我看到的一套房子在市场里的完整经过，一些直观的感受还是很值得和大家 分享 这篇文章核心是对房东说的 就像今天标题： 嗯，确实还是要尽早卖房 01 现在市场上有购买力又有购买意愿的客户真的很少 其实整个楼市不好已经有两年了，但是现在的不好和过去两年的楼市不好还是有本质性区别 以前的楼市不好叫： 市场需要以价换量 这句话什么意思 卖房子必须要降价 但是大家很多时候都忽略了另一句潜台词： 起码降价了房子是能卖得掉的 我们来看今年 今年面临的情况是：可能简单的降价也不能推动客户购买 用我自家小区来说，一直是区域内 ...

文丨东杭州城市研究院 诗怡 已经过去的十月份，杭州二手房"量价齐跌"，可没想到有些板块的二手房已经跌到意料之外了。 近日， 临安青山湖星汇城的一套法拍房，面积约184.45㎡，起拍价108万，折合单价仅约5855元/㎡，二拍上架，正式开拍之后居然惨遭流拍，让人惊讶。 要知道，在2021年前后的青山湖，那也算是杭州的网红板块了，在当时的火热行情下，曾经的新房还出现过15%左右的低中签率，高层的二手房更是卖出 过2.5万元/㎡左右的高价，那时候可真是热火朝天。 可当这股热潮褪去之后，曾经的风光不再，在天量库存之下，如今大幅跌价，也不免让人唏嘘。 在如今的楼市背景下，尤其是刚需板块，二手房大降价几乎已经是普遍现象。下沙当然也不例外。 图源：中介朋友圈截图 近日，大学城北挂出了一套房源，东郡国际锦湾一套两房69方的房源，总价仅约90万+，如果按照总价95万来计算，折合单价仅约1.38万元/㎡。 当年锦湾新房的一房一价，均价在1.1万元/㎡，这个价格，已经非常接近当年新房的开盘价格。 | 2304 室 | 2303 室 | | --- | --- | | 11176 元/m² | 11176 元/m² | | 76.8 ...

02 真实的市场，只有真实经历过才知道。看数据、和朋友聊，还是问业内，都得不出一二。最真实的感 受，只有亲自感受过，才知道根本。 所以，我把自己的一套房子挂牌了。最后，大概两个月时间，也算顺利卖掉了。 首先和大家聊聊对上海楼市的真实感受。这种感受或许是片面的，但这却是这两个月时间，我看到的一 套房子在市场里的完整经过。一些直观的感受，还是很值得和大家分享。 01 现在市场上有购买力、又有购买意愿的客户真的很少。其实整个楼市不好已经有两年了，但是现在的不 好，和过去两年的楼市不好，还是有本质性区别。以前的楼市不好叫：市场需要以价换量。这句话什么 意思？卖房子必须要降价。但是大家很多时候都忽略了另一句潜台词：起码降价了，房子是能卖得掉 的。 我们来看今年。今年面临的情况是：可能简单的降价，也不能推动客户购买。用我自家小区来说，一直 是区域内的成交大盘。去年卖了68套，前年卖了72套。小区门口不少中介门店，都是他们各自品牌的销 冠门店。就这么一个淡市下依然受市场认可的楼盘，今年到现在已经11月了，整个小区到现在为止只卖 了33套。成交可以说完全的冷冻。 前两年小区一直很热销，就是因为房价一直在降。所有接盘的客户觉得 ...

以下文章来源于真叫卢俊 ，作者真叫卢俊 真叫卢俊 . 认认真真聊地产，实实在在谈买房。 本文来自微信公众号： 真叫卢俊 ，作者：真叫卢俊，题图来自：视觉中国 真实的市场，只有真实经历过才知道。 看数据，朋友聊还是问业内，都得不出一二，最真实的感受只有亲自感受过才知道根本。 所以我把自己的一套房子挂牌了，最后大概两个月时间也算顺利卖掉了，这个过程完整经历了一遍。 最近陆陆续续会把一些内容记录下来和大家分享。 首先和大家聊聊对上海楼市的真实感受，这种感受或许是片面的。但这却是这两个月时间我看到的一 套房子在市场里的完整经过，一些直观的感受还是很值得和大家分享。 这句话什么意思，卖房子必须要降价。但是大家很多时候都忽略了另一句潜台词：起码降价了房子是 能卖得掉的。 我们来看今年。 今年面临的情况是：可能简单的降价也不能推动客户购买。 这篇文章核心是对房东说的，就像今天标题：嗯，确实还是要尽早卖房。 一 现在市场上有购买力又有购买意愿的客户真的很少。 用我自家小区来说，一直是区域内的成交大盘，去年卖了68套，前年卖了72套。 小区门口不少中介门店都是他们各自品牌的销冠门店，就这么一个淡市下依然受市场认可的楼盘，今 年 ...

Core Viewpoint - The high-end residential project "啓江42序" in Guangzhou is developed by the furniture company 尚品宅配, marking a shift for home furnishing companies into the luxury real estate market [2][6]. Group 1: Project Overview - The project is located in the International Financial City East District, featuring 42 units with a focus on "ultra-low density riverside large flats" [2]. - There are five unit types ranging from 318 square meters to 500 square meters, with prices between 80,000 to 120,000 yuan per square meter [3]. - The total market value of the project is estimated to exceed 1.8 billion yuan based on a selling price of 110,000 yuan per square meter [3]. Group 2: Sales and Market Response - The project has a current sales rate of approximately 40%, with 16 units sold since its launch in August [4]. - Potential buyers must verify funds of 20 million yuan to view the property, indicating a targeted affluent clientele [4]. Group 3: Company Background and Strategy - 尚品宅配 acquired the land for the project in 2021 for 956.2 million yuan, with plans to develop it into a mixed-use complex [6]. - Originally intended for rental purposes, the project pivoted to luxury residential offerings due to declining rental market conditions [6]. - The company has expanded its business scope to include non-residential real estate leasing and property management services [6]. Group 4: Financial Performance - 尚品宅配 has faced declining revenues, with a 7.8% drop in 2023 and a further 22.67% decline projected for the following year [8]. - The company reported a net loss of 2.15 million yuan in the most recent fiscal year, with a cumulative revenue of 25.5 million yuan in the first three quarters of the current year [8]. - As of September, the company reported a negative operating cash flow of approximately 170 million yuan, a 75.95% decrease year-on-year [10].

Core Insights - The current real estate market is characterized by a prolonged decline in housing prices, with a significant reduction in the number of buyers willing to purchase properties [1][3] - The average price of second-hand residential properties in 100 cities has decreased by 0.84% month-on-month, with no city reporting an increase [1] - Although new housing prices have seen a slight increase of 0.28%, this is largely attributed to developers maintaining appearances and local governments controlling record prices [1] Market Trends - In October, first-tier cities like Beijing and Shanghai are experiencing significant declines in second-hand housing transactions, with Beijing seeing a 23.7% month-on-month drop in signed contracts [3] - Shenzhen's total residential transactions have decreased by 10.3%, indicating a broader market contraction even in previously high-performing areas [3] - The proportion of residents expecting housing prices to rise has fallen below 10% for two consecutive quarters, a stark contrast to previous years when this figure was often above 20% [3] Consumer Behavior - There has been a notable shift in consumer spending priorities, with home purchases dropping out of the top five planned expenditures, as individuals prefer to spend on travel and entertainment instead [5] - The market is increasingly polarized, with high-end properties remaining relatively stable while the demand for entry-level homes continues to decline [5] - The average transaction price for second-hand residential properties in Shenzhen is 58,900 yuan per square meter, reflecting a slight increase of 0.3% month-on-month, but the market is primarily supported by genuine first-time buyers rather than investors [5] Future Outlook - In the short term, real estate companies may increase property launches to boost performance, but this is unlikely to provide significant price support [7] - Long-term prospects may favor cities with strong population inflows and robust industrial support, suggesting that certain markets still have growth potential [7] - The era of easy profits in real estate, where properties could be bought blindly for guaranteed returns, is over, as evidenced by sellers willing to lower prices significantly to expedite sales [7]

Core Insights - The real estate market in Hangzhou has experienced a significant decline in second-hand housing transactions, with October seeing a total of 5,934 units sold, a 6.9% decrease from September and marking the lowest monthly sales since March [1] - Year-on-year comparisons show a more than 30% drop in transaction volume compared to October of the previous year, highlighting a lack of buyer confidence and a prevalent wait-and-see attitude among potential purchasers [1] - The average transaction price for second-hand residential properties in October was 26,773 yuan per square meter, reflecting a 0.2% decrease from September and a substantial 9.0% drop from the same month last year [1] Market Trends - The decline in prices is widespread, with over 70% of neighborhoods experiencing price drops exceeding 20%, and 40% of neighborhoods seeing declines over 30% compared to market peaks [1][2] - Non-core areas such as Linping, southern Xiaoshan, and Qiantang have shown particularly pronounced price corrections, with average declines of over 20% [2] - In contrast, core improvement areas like Aoti and Shinfang have seen more moderate price reductions, with recent price trends stabilizing [2] Transaction Structure - Smaller, lower-priced properties continue to dominate the market, with the proportion of transactions for units of 90 square meters or less increasing by 0.9% compared to September [2] - The share of properties priced between 2 million and 3 million yuan has risen by 1.1%, while the share of properties priced at 8 million yuan and above has increased by 0.6% [2] Top Transactions - The top-selling property in October was the Jiangxiangyunlu in southern Xiaoshan, which sold 33 units at an average price of 16,477 yuan per square meter, marking a 14% increase in sales volume from the previous month [3] - The Fengshouhu Jiayuan, another notable property, saw a remarkable 333% increase in sales volume, with 13 units sold at an average price of 15,689 yuan per square meter [4] - The transaction rankings indicate a strong presence of affordable housing projects, with 13 out of the top 20 properties sold in October priced below 30,000 yuan per square meter [2][5]

Group 1 - The core viewpoint of the article highlights the significant downturn in the real estate market, indicating that despite various supportive policies, the market is unlikely to recover as it has in the past [1][3] - The total number of residential properties in China has reached an astonishing 600 million, leading to an oversupply situation where 96% of households own a single property and 41.5% own two or more, suggesting a future decline in housing demand [1] - Historical comparisons show that previous downturns in 2008, 2011, and 2014 were followed by rapid recoveries due to favorable policies, but the current market is in a different cycle where such policies may only delay adjustments rather than reverse the trend [1][3] Group 2 - The new and second-hand housing markets are facing significant challenges, with a total unsold housing area of 64 million square meters, indicating a backlog of properties that developers need to sell [3] - Major cities are experiencing a surge in second-hand housing listings, with Beijing and Shanghai exceeding 150,000 and 180,000 listings respectively, reflecting sellers' pessimism about future market conditions [3] - From March 2023, the domestic real estate market has seen a simultaneous decline in both volume and prices, with the sales revenue of the top 100 real estate companies dropping by 14.7% year-on-year from January to November 2023 [3]

Core Insights - The recent real estate market shows a significant decline in sales, with only a few projects achieving a 100% sales rate, indicating a broader trend of unsold inventory and reduced buyer interest [1][9] Sales Performance - Only three projects, namely Yuehaitang, Gongchen Jinmao Mansion, and Cuiyin Jianglin, have achieved a 100% sales rate, while most other developments are struggling to sell out [1] - Some projects, like Dahua Xixi Fengqing and Danqing Yinlu, reported extremely low sales, with only 2 units sold, resulting in a 3.13% and 10% sales rate respectively [1] Price and Inventory Data - The average price of units varies significantly across different projects, with prices ranging from approximately 32,150 to 188,638 yuan per square meter [2][3] - Several projects have high inventory levels, with many units remaining unsold despite promotional efforts by developers [9] Market Trends - The overall market is experiencing a slowdown in sales velocity, with some projects showing a marked decrease in the rate of sales over recent weeks [7][9] - The decline in buyer sentiment is attributed to a combination of factors, including an increase in the number of price-unrestricted properties entering the market, leading to a more cautious approach from potential buyers [9]

Core Viewpoint - The real estate market in China is experiencing a significant downturn, with housing prices declining since 2022 and expected to continue until 2025, indicating a long-term adjustment trend in the market [1] Group 1: Market Trends - As of September, the average price of second-hand residential properties in 100 cities nationwide is 13,381 yuan per square meter, reflecting a year-on-year decrease of 7.38%, with a cumulative decline of 5.79% in the first three quarters of this year [1] - The prices of second-hand homes have been in a continuous month-on-month decline for 41 months, suggesting a persistent downward trend in the housing market [1] Group 2: Challenges for Multi-Property Owners - Asset depreciation is significant, with families owning multiple properties facing substantial losses; for instance, a property purchased for 4 million yuan in 2019 is now valued at only 2.56 million yuan, a drop of over 30% [2] - The liquidity of the second-hand housing market is rapidly decreasing, with over 7.3 million second-hand homes listed for sale as of September 2025, leading to increased sales pressure due to a supply-demand imbalance [3] - The holding costs for families with multiple properties are rising, as income levels decline while mortgage pressures remain unchanged, compounded by increasing costs for property management and maintenance [3] - The "rent-to-pay mortgage" model is becoming increasingly unfeasible, especially in smaller cities with a surplus of rental properties, and even in major cities, declining rental demand is making it difficult to achieve stable rental income [4]