Core Insights - National fixed asset investment in China decreased by 0.5% year-on-year from January to September, compared to a growth of 0.5% from January to August [1] Infrastructure Investment - From January to September, infrastructure investment (excluding electricity, heat, gas, and water production and supply) grew by 1.1%, a decline of 0.9 percentage points from the growth rate in August [2] - The rapid decline in infrastructure investment growth is attributed to a strong economic performance in the first half of the year, which reduced the demand for stable growth in infrastructure investment [3] - There is potential for infrastructure investment to accelerate due to the impact of high tariffs from the U.S. and weakening external demand, with expectations that it will serve as a stabilizer for the macro economy [3] - The annual growth rate of infrastructure investment (excluding electricity) is projected to reach around 3.0%, a slowdown of 1.4 percentage points compared to the previous year [3] Real Estate Investment - National real estate development investment fell by 13.9% year-on-year from January to September, with the decline widening by 1.0 percentage points compared to the previous period [5] - New commercial housing sales area decreased by 5.5% year-on-year, totaling 65,835 million square meters [5] - The amount of funds available to real estate development enterprises decreased by 8.4% year-on-year, totaling 72,299 billion [5] - The decline in real estate investment is primarily due to real estate companies reducing their balance sheets in response to liquidity challenges and pressure on their financial statements [6] - However, the approval of "white list" loans by commercial banks has increased significantly, which may improve the funding sources for real estate companies [5][6]

Group 1 - Morgan Stanley's research report indicates that while the residential property and retail market conditions are stabilizing, there are expectations for the Hong Kong government to announce favorable measures for the property market in the upcoming policy address on September 17 [1] - Proposed measures include further reducing stamp duty for residential properties priced below HKD 6 million, relaxing requirements for capital investors to stimulate luxury property investment demand, establishing a home purchase fund scheme, and accelerating land reclamation and infrastructure development in the Northern Metropolis [1] - Overall, Morgan Stanley anticipates that New World Development and Henderson Land Development may benefit the most from any potential property market support policies, maintaining an "overweight" rating for these companies [1] Group 2 - Despite the recent rise in HIBOR, the potential for interest rate cuts by the Federal Reserve is expected to provide support for the market [1] - Morgan Stanley holds a less favorable view on Wharf Real Estate Investment Company, citing challenges in its mainland operations and assigning a "underweight" rating [1]

8月份，中国百城新房和二手房均价仍然保持环比"一涨一跌"的走势。 中指研究院1日发布的数据显示，8月，中国100个城市新建住宅平均价格为每平方米16910元(人民币， 下同)，环比上涨0.20%；同比上涨2.73%。当月，100个城市二手住宅平均价格为每平方米13481元，环 比下跌0.76%，跌幅较上月收窄0.01个百分点；同比下跌7.34%。 该机构数据显示，8月份百城中，杭州、上海、合肥新房价格环比涨幅位居前三，分别上涨0.92%、 0.86%和0.82%。当月，各地二手住宅价格环比不同程度下跌，其中成都二手房价跌幅较小。 从市场交易情况来看，新建住宅方面，8月份，杭州、上海等部分核心城市推出优质改善性项目，带动 百城新建住宅均价环比继续保持结构性上涨，但市场整体仍处于淡季行情，房企推盘力度较弱。二手住 宅方面，8月百城二手房挂牌量维持高位，"以价换量"仍是市场主流。 值得注意的是，8月份北京和上海相继放宽购房政策，符合条件的购房者在北京五环外、上海外环外购 房不限套数，上海在房贷利率定价机制安排方面不再区分首套和二套住房。当月，多地还优化住房公积 金贷款政策。 中指研究院指数研究部总经理曹晶晶表示，在 ...

该机构数据显示，8月份百城中，杭州、上海、合肥新房价格环比涨幅位居前三，分别上涨0.92%、 0.86%和0.82%。当月，各地二手住宅价格环比不同程度下跌，其中成都二手房价跌幅较小。 从市场交易情况来看，新建住宅方面，8月份，杭州、上海等部分核心城市推出优质改善性项目，带动 百城新建住宅均价环比继续保持结构性上涨，但市场整体仍处于淡季行情，房企推盘力度较弱。二手住 宅方面，8月百城二手房挂牌量维持高位，"以价换量"仍是市场主流。 8月份，中国百城新房和二手房均价仍然保持环比"一涨一跌"的走势。 中指研究院1日发布的数据显示，8月，中国100个城市新建住宅平均价格为每平方米16910元(人民币， 下同)，环比上涨0.20%；同比上涨2.73%。当月，100个城市二手住宅平均价格为每平方米13481元，环 比下跌0.76%，跌幅较上月收窄0.01个百分点；同比下跌7.34%。 值得注意的是，8月份北京和上海相继放宽购房政策，符合条件的购房者在北京五环外、上海外环外购 房不限套数，上海在房贷利率定价机制安排方面不再区分首套和二套住房。当月，多地还优化住房公积 金贷款政策。 中指研究院指数研究部总经理曹晶晶表示，在 ...

8月中国百城新房价格环比继续上涨 二手房价下跌 中指研究院指数研究部总经理曹晶晶表示，在"止跌回稳"政策目标下，新一轮楼市支持政策有望加快出 台，同时随着市场对9月美联储降息预期升温，国内货币政策空间也有望进一步打开。房地产市场已进 入"金九银十"传统营销旺季，她预计，房企在核心城市将加快推盘节奏，市场活跃度有望迎来阶段性回 升。(完) 来源：中国新闻网 编辑：王永乐 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 中新社北京9月1日电 (记者 庞无忌)8月份，中国百城新房和二手房均价仍然保持环比"一涨一跌"的走 势。 中指研究院1日发布的数据显示，8月，中国100个城市新建住宅平均价格为每平方米16910元(人民币， 下同)，环比上涨0.20%；同比上涨2.73%。当月，100个城市二手住宅平均价格为每平方米13481元，环 比下跌0.76%，跌幅较上月收窄0.01个百分点；同比下跌7.34%。 该机构数据显示，8月份百 ...