对于2026年全国商品房销售面积，93%的房企受访者都认为将下降，认为同比降幅超过5%的受访者比 例达到64%，认为同比降幅在5%以内的受访者将近30%。有78%的金融机构受访者认为2026年全国商品 房销售面积将下降，其中半数受访者认为同比下降将会超过5%，28%的受访者认为同比下降幅度将在 5%以内，另有11%的受访者认为明年全国商品房销售面积将同比增长0—5%。 对于2026年全国住宅成交价格，近一半的房企受访者认为2026年均价将会同比下降超5%，另一半认为 同比下降将会在0—5%之间。金融机构受访者中有67%认为2026年全国住宅市场成交均价将会下跌超过 5%，17%受访者认为下降幅度将会处于0—5%之间；有5.6%的金融机构受访者认为将会上涨0—5%。 调查结果显示，对于房地产行业的融资环境预期，超过一半的房企受访者认为2026年将无明显变化；有 将近40%的房企受访者表示乐观，认为2026年将会略好于今年。在针对金融机构从业者的调研中，44% 的受访者认为2026年房地产行业融资环境将会继续下滑，只有22%的金融机构受访者认为会略好于今 年。 有观点建议引入国家信用成立专门资金机构，加大存量房和 ...

PACE 0 Q app 120 S Van 而实际上，从去年开始，房地产市场已经在发生改变，一个新的拐点可能正在来到。2024年9月底，首提要促进房地产市场止跌回稳，整体房地产市场的政 策支持力度也是非常大的，房地产市场也开始出现积极的信号。 具体到城市维度，一线城市及部分强二线城市，在各项支持措施的作用下，这类城市房地产市场已经出现明显的回暖迹象，房地产市场的发展也正在逐渐进 入一个新阶段。当然今年4月份以来，房地产市场又开启了下跌调整的态势了。但随着最近北上深相继出来了新的楼市支持措施，且从近期的市场表现来 看，楼市又有反弹的迹象了。 对于像这样的大城市来说，其实是不缺购房者的，缺的只是对市场的信心。一旦有新的支持措施注入的话，市场的预期是相对比较容易改变的，市场也就会 活跃起来。 不知道想要在几个大城市买房的人是否感觉到去年9月左右的买房时机似乎比今年更好一些？当然我也知道一些人会认为后面会有更好的时机，这个就只能 是拭目以待了。房地产市场的运行规律及目前的市场走势来看，如果想在这类大城市买房的人还想继续等着房价大跌再去抄底，估计不一定能够如愿以偿。 那么如果打算在中小城市买房，有没有必要继续等待？目 ...

Core Insights - In July, new home prices in 100 Chinese cities continued to rise month-on-month, while second-hand home prices experienced a decline [1] - The average price of new residential properties was 16,877 yuan per square meter, reflecting a month-on-month increase of 0.18% and a year-on-year increase of 2.64% [1] - Conversely, the average price of second-hand homes fell to 13,585 yuan per square meter, with a month-on-month decrease of 0.77% and a year-on-year decrease of 7.32% [1] Real Estate Market Trends - The trend of "price for volume" remains dominant in the second-hand housing market, leading to increased pressure in the short term [1] - In key cities, the real estate market entered a seasonal lull in July, with a decrease in new home transaction volumes, while second-hand transactions maintained some activity [1] - From January to July, the second-hand home transaction volume in Beijing increased by 11% year-on-year, while Shenzhen and Guangzhou saw new home sales rise by 10% and 12% respectively [1] Policy and Market Outlook - The core objective of current real estate policies is to stabilize the market, with expectations for effective implementation of existing policies in the short term [2] - The central urban work conference emphasized urban renewal as a key strategy, suggesting that supporting policies may accelerate in the future [2] - High-quality land auctions in cities like Shanghai and Shenzhen indicate continued interest, suggesting resilience in the core urban real estate market [2]

Core Insights - The Canadian mortgage and housing market is expected to soften in 2025, with a recovery anticipated to begin next year [1] Group 1 - The Canadian real estate market is projected to face challenges in 2025, indicating a potential decline in housing prices and sales [1] - A recovery in the housing market is expected to start in the upcoming year, suggesting a rebound in demand and pricing [1]

Core Insights - The Chinese real estate market is experiencing a mixed performance in 2025, with a decline in second-hand housing prices and a slight increase in new housing prices driven by demand for improved housing options [4][6][13]. Market Overview - The China Real Estate Index System has been tracking market changes since 1994, providing semi-annual summaries and forecasts to guide the industry [4]. - In the first half of 2025, the average price of second-hand homes in 100 cities fell by 3.60%, while new home prices increased by 1.16% due to the release of demand for improved housing [4][13]. - Nationally, new residential sales area decreased by 2.9% year-on-year from January to May 2025, although the decline was less severe compared to the previous year [5][14]. Sales Performance - The top 100 real estate companies saw a sales revenue decline of 11.8% in the first half of 2025, indicating ongoing pressure on sales performance [5][31]. - The proportion of new homes sold in key cities remains stable, with a notable increase in the sales of larger units (120-144 square meters) [5][20]. Land Market Dynamics - In the first half of 2025, the land transfer revenue for residential land in 300 cities increased by 27.5%, despite a 5.5% decrease in transaction area [4][28]. - The top 20 cities accounted for 68% of the national land transfer revenue, indicating a concentration of land market activity in major urban centers [4][28][29]. Policy and Future Outlook - Government policies are expected to play a crucial role in stabilizing the real estate market, with initiatives aimed at activating demand and optimizing supply [6][34]. - The forecast for total new residential sales in 2025 is approximately 900 million square meters, with market differentiation expected to become more pronounced [6][39]. - Companies are advised to focus on high-quality projects and adapt to new market conditions to ensure sustainable growth [7][42].