去年春天我在老家看了套房，当时中介跟我说新楼盘有几百套房子没人买，二手房市场更是挂牌无数。 那时候才真正感受到啥叫房子多了。最近终于把这事搞清楚了，数据摆在眼前，情况确实有点严重，但 转机也在慢慢出现。 上个月国家统计部门发布的数据显示，全国百城新建商品住宅库存规模达到4.47亿平方米。这个数字听 起来可能没什么感觉，但换个角度你就明白了。按照现在的销售速度，这些房子要花21.3个月才能全部 卖出去。建筑行业有个普遍认可的标准，库存周期应该在12到14个月，超过这个数字就说明房子过多 了。咱们现在的情况就是，市场上的房子堆积得越来越多，消化的速度跟不上。 房屋库存的问题从2021年开始就慢慢浮现出来了。那几年房地产开发特别活跃，全国各地都在盖房子。 有的地方一年供应出去的房屋面积特别大，但实际成交的面积却远远不够。这就造成了库存逐年增加的 局面。2024年中期的时候情况最严重，有些城市的房屋库存甚至创了历史新高。 细节上看，现在的库存分布很不均匀。一线城市像北上广深这样的地方，情况相对好一些。去年底时， 深圳的新房库存周期从最高时的26个月降到了9个月。这说明大城市虽然有库存，但居民对房子的需求 大，消化速度 ...

Core Insights - The new housing policy aims to add over one million affordable housing units, significantly reducing rent to 60% of market prices, and now allows non-residents to apply for these units [2][3] Group 1: Policy Implementation - Cities like Shenzhen and Kunming have already begun allocating these affordable housing units, with examples showing drastically lower rents compared to market rates [2] - In Kunming, a one-bedroom unit is available for over 400 yuan per month, while similar market units are priced much higher [2] - Shenzhen's rental prices for two-bedroom units near tech parks are around 3,000 yuan, compared to market rates of 7,000 to 8,000 yuan [2] Group 2: Eligibility Criteria - The application criteria include income limits, asset restrictions, and age requirements, ensuring that the benefits reach those in genuine need [3] - For instance, in Xundian County, family assets must be below 100,000 yuan, and vehicles valued over 100,000 yuan disqualify applicants [3] Group 3: Application Process - The application process has been streamlined, with options to select housing through WeChat, making it more accessible [3] - There are measures in place to ensure transparency in the selection process, such as public lotteries and real-time announcements of results [3] Group 4: Impact on Young Professionals - The policy is designed to alleviate rental pressure on young professionals, providing them with a buffer period through reduced rents [4] - Special allocations for recent graduates in fields like artificial intelligence further demonstrate the policy's focus on supporting young talent [4] Group 5: Future Prospects - The hope is that more cities will adopt similar policies to expand access to affordable housing, addressing the needs of many individuals struggling with high rental costs [4]