二手房市场首次出现连续两个月全部70城价格下跌的局面，房地产"金九银十"传统旺季彻底褪色。 这一数据创造了历史——自2011年有数据统计以来，首次出现连续两个月所有70城二手房房价均下跌的情形。 10月全国70城房价数据近日公布，新房和二手房价格环比跌幅双双扩大，所有70个城市二手房价格连续两个月全线下跌，这是自2011年有数据统计以来首 次。 10月房价下跌范围之广、幅度之大引发关注。 国家统计局数据显示，10月70个大中城市新房价格环比下降0.5%，二手房价格环比下降0.7%，环比降幅均较9月扩大了0.1个百分点。 曾经火爆的"金九银十"今年彻底失约。上海一枝独秀，新房价格环比上涨0.3%，而北京、广州和深圳新房价格全部下跌。 更为触目惊心的是，64个城市新房价格下跌，下跌城市平均跌幅为0.51%。 所有70城二手房房价环比均下跌，下跌城市平均跌幅为0.66%。 各线城市中，一线城市也未能幸免。 10月，一线城市新房房价环比下降0.3%，环比降幅与9月持平。 具体来看，上海新房房价环比上涨0.3%，自2019年8月以来新房房价环比持续上涨，显示了一定韧性。 而北京环比由上涨转为下跌，深圳环比跌幅收窄，广州 ...

Core Viewpoint - The real estate market in China is showing signs of stabilization due to various supportive policies implemented by local governments, although challenges remain during the transition from old to new market models [1][2]. Group 1: Real Estate Market Performance - The decline in new residential property sales has narrowed, with sales area and sales revenue down by 6.8% and 9.6% year-on-year respectively from January to October, showing improvement compared to the previous year [1]. - The inventory of unsold properties is decreasing, with the total unsold area at 75,606 million square meters by the end of October, a reduction of 3.22 million square meters from September, marking eight consecutive months of decline [1]. - The financial situation of real estate companies has improved, with the year-on-year decline in funds received by developers narrowing by 9.5 percentage points compared to the same period last year [2]. Group 2: Land Market and Sales Data - In October, the land transaction volume decreased significantly, with the area and value of land transactions down by 13% and 20% month-on-month, and by 25% and 33% year-on-year, respectively, marking the highest year-on-year decline this year [2][3]. - The top 100 real estate companies experienced a substantial sales decline of 41.9% in October, with total sales for the first ten months amounting to 28,967.1 billion yuan, a year-on-year decrease of 16.3% [3]. Group 3: Rental Market and Policy Recommendations - The national rental yield is at 2.37%, with expectations to stabilize between 2.4% and 2.8% by the second quarter of 2026, while first-tier cities show lower yields of 1.8% to 2.2% [3]. - Recommendations for policy adjustments include lowering mortgage rates and enhancing tax incentives for personal housing to stimulate the market [5].

"从统计数据来看，房地产市场虽有所波动，但政策成效仍在继续显现。"11月14日，国新办 新闻发布会上，国家统计局新闻发言人、总经济师、国民经济综合统计司司长付凌晖表示。 当日国家统计局发布10月房地产数据，从数据看，房地产市场仍处调整区间，但商品房销售 同比降幅有所收窄。 1—10月全国新建商品房销售面积和销售额同比分别下降6.8%和9.6%， 降幅比去年同期分别收窄9个百分点和11.3个百分点。 商品房去库存工作也在持续推进，10月末全国商品房待售面积75606万平方米，比9月末减少 322万平方米，今年以来连续八个月减少。 "需要指出的是，当前房地产市场还处在新旧模式转换时期，转型调整需要一定时间，在这个 过程中，部分指标会出现波动，对此要客观看待。"付凌晖说。 记者丨李莎 编辑｜陈洁 上海、杭州等6城新房价格环比上涨 10月70个大中城市房价整体仍在调整过程中。 从新房来看，一线城市、二线城市、三线城市新房价格环比分别下降0.3%、0.4%和0.5%，其 中一二线城市价格降幅与上月相同。上海、杭州、合肥、沈阳、乌鲁木齐和韶关这六个城市 新房价格环比上涨，上海上涨0.3%，环比涨幅最大。 上海易居房地产研 ...