Core Viewpoint - The real estate market in China continues to face deep adjustments, with various indicators showing declines in investment, sales, and construction activities in the first five months of 2025 [1][2][5]. Investment and Development - Real estate development investment reached 36,234 billion yuan, a year-on-year decrease of 10.7% [2]. - Residential investment was 27,731 billion yuan, down 10.0% [2]. - The total construction area for real estate projects was 625,020 million square meters, reflecting a 9.2% decline year-on-year [2]. Sales Performance - New residential property sales amounted to 30,119 billion yuan, a slight decrease of 2.8% compared to the previous year [1][2]. - The total sales area for new commercial housing was 35,315 million square meters, down 2.9% year-on-year [2]. - The sales figures indicate a continued contraction in the market, with various property types experiencing declines [1][2]. Inventory and Financing - As of the end of May, the total unsold commercial housing area was 77,427 million square meters, a reduction of 715 million square meters from April [3]. - The total funds available to real estate developers were 40,232 billion yuan, down 5.3% year-on-year [3]. Regional Analysis - In the eastern region, new commercial housing sales area decreased by 4.5%, while the central region saw a slight increase of 0.3% [3]. - The western region experienced a 2.8% decline in sales area, and the northeastern region had a 6.0% decrease in sales area but a 6.7% increase in sales amount [3]. Market Sentiment - The real estate development prosperity index stood at 93.72 in May, indicating ongoing challenges in the market [4]. - Experts suggest that more efforts are needed to stabilize the market, including reducing mortgage costs and exploring new purchasing models [5].

你发现了吗？这两年朋友圈里晒房产证的人变少了，中介小哥的卖房文案从"再不买就涨了"换成了"现 在不买更待何时"，可市场却像被冻住了一样。不是没人想买房，而是大家突然集体"躺平"了。 政策工具箱里的招数快掏空了——首付比例降到15%、房贷利率跌破3%、购房补贴最高给到房价的 10%，可2025年1-2月居民新增贷款547亿，只有四年前的4%，比疫情前少了86%。 这感觉就像你拿喇叭喊"跳楼大甩卖"，结果顾客连门都不进，光在门口探头探脑。 为什么催不动了？说白了，信心比黄金还脆弱。 南京的杨秋三年前花280万买的房，现在挂210万都难出手，中介劝他降到190万才有希望成交，一觉醒 来啥也没干就亏了上百万。 这哪是买房，简直是买了个"焦虑盲盒"。 更扎心的是收入，杭州IT工程师被裁后，1.8万的月供连利息都还不上，送外卖的收入杯水车薪。 2024年城镇居民收入增速只有3.2%，可前两年房贷利率峰值冲到5.8%，工资追不上利息，谁还敢背30 年贷款？ 未来10%的好房子会吃掉90%的流动性，剩下90%的普通房子可能砸手里。 第三个剧变是老房子的"降维打击"。住建部新规把层高从2.8米提到3米，直接让老房子成了"矮矬穷 ...

5月7日上午，国新办举行新闻发布会，中国人民银行行长潘功胜、金融监管总局局长李云泽、中国证监 会主席吴清介绍"一揽子金融政策支持稳市场稳预期"有关情况，并答记者问。 潘功胜在发布会上宣布，降准0.5个百分点，向市场提供长期流动性约1万亿元，并降低政策利率0.1个百 分点。与此同时，将降低个人住房公积金贷款利率0.25个百分点，5年期以上首套房利率由2.85%降至 2.6%，其他期限的利率同步调整。 业内专家纷纷表示，此次相关政策亦对房地产市场影响积极，对当前做好"持续巩固房地产市场稳定态 势"将发挥积极作用。 公积金贷款利率降至历史最低 经过此次调整，公积金贷款利率降至历史最低水平，进一步降低房贷成本。 中指研究院政策研究总监陈文静表示，下调住房公积金贷款利率0.25个百分点，幅度与2024年5月相 同。2019年以来5年以上公积金贷款利率仅调降2次共40BP，本次调整前，5年以上公积金贷款利率为首 套2.85%、二套3.325%，调整后将分别降至2.6%、3.075%。预计每年将节省居民公积金贷款利息支出超 过200亿元，有利于支持居民家庭刚性住房需求。本次公积金贷款利率下调，预计对于部分城市下调住 房商业 ...

Group 1 - The "May Day Good Housing Festival" attracted over 100,000 visitors and showcased more than 50 real estate brands and financial institutions, featuring nearly 100 projects including commercial housing and affordable housing [2][3] - From May 1 to May 5, the city recorded 826 new housing subscriptions, with 317 signed contracts, marking a year-on-year increase of 23.89% [3][4] - The "Old for New" program significantly boosted second-hand housing transactions, with 20,684 viewings leading to 367 transactions, and 63 contracts signed, reflecting a year-on-year growth of 36.96% [4] Group 2 - The hot property "Pengchen Yunzhu" launched 250 residential units, achieving a 92% sales rate on the opening day [3] - The "Old for New" 3.0 subsidy program has seen over 2,000 homeowners apply for the "sell old house" subsidy, contributing to a 19% increase in second-hand housing viewings and a 25% increase in signed contracts [4] - The festival is seen as the kickoff for the "May Home Buying Season," with ongoing promotional policies and services expected to benefit homebuyers [4]

买房越晚福利越多啊，真的是让等等族赢麻了。你看看现在买房不仅房价降了，利率降了，给你的福利 和权限也多了不少。 甚至你现在买的房子都更好了，层高变高了，得房率变成百分之百甚至更高了。 真的，前几年买房的人已经哭晕在厕所。 4月15日的北京有点不寻常，领导走进北投科创社区的人才公寓，不仅看了样板间，还跟住在这里的专 家聊了半个多小时。 这种级别的调研聚焦楼市，放在过去25年里堪称头一遭，明眼人都能感觉到： 楼市正在经历一场前所未有的战略调整，至少三个信号特别值得琢磨。 第一个信号：楼市从"发动机"变"压舱石"，政策红包在路上 以前说起房地产，大家想到的是"经济增长引擎"，现在这个定位悄悄变了。2024年的数据摆在那儿：房 地产投资占全社会固定资产投资的28%，带动上下游50多个行业，稳住楼市就是稳住12%的GDP贡献 率。 领导调研时特意提到"存量房盘活"，说白了就是要把7.8亿平方米的待售商品房利用起来，要么改人才 公寓，要么做保障房，这招既能消化库存，又能稳定3000万建筑工人的就业。 更关键的是政策窗口期来了。430前后大概率会有新政落地，比如北京可能试点"存量房转保障房"补贴 政策，开发商每改造1平方米 ...

好久没给大家聊楼市了，最近看到好些小伙伴想听听国内地产，加上最近不少报道说是房价上涨了，那今天咱们就来聊聊国内地产：为什么现在都在说房 价上涨了？真实的楼市情况如何？楼市今年走势会是什么样？普通人要不要上车？ 先来说说最近不少房产博主，以及媒体都在吹风房价上涨。 这事根据堂主的观察，有两个原因。 第一个原因是最新的楼市数据出来了。 上周统计局发布2025年3月份的楼市数据。 70个大中城市中，新建商品住宅销售价格环比上涨的有24个，比上月增加6个； 二手住宅环比上涨城市有10个，比上月增加7个。 这个数据看起来挺不错的， 但是，代表楼市风向标的四个一线城市，数据却很不统一 一手房方面，上海和深圳分别上涨0.7%和0.1%，北京和广州则分别下降0.2%和0.1%。 二手房方面，北京、上海、深圳分别上涨0.5%，0.4%和0.3%，广州则是下降0.2%。 | | 城市 | 环比 | 同比 | 1-3月平均 | | | 环比 | 同比 | 1-3月平均 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 上年同月 | 上年同 ...

购买预售商品房，最担心什么?当然是"一房多卖""先卖后抵"等交易风险。近日，随着广州市全面推行 预售商品房"网签即预告"登记新模式，购房人最忧心的问题迎刃而解。购房人办理网签后，同步申请办 理预告登记，可有效规避开发企业"一房多卖""先卖后抵"，以及隐瞒土地抵押查封等限制状态导致无法 正常办理过户等情况。 为购房加上"保险锁" "本来还担心自己会遇到'一房多卖'或者房屋土地存在抵押、查封等隐患。现在这些风险在签约环节就 能通过系统自动识别并提醒，购房安全感直接拉满!"购房者王女士表示。 新模式既保障购房者权益，也为开发企业注入发展动能。有房企负责人表示，"网签即预告"显著提升了 客户信任度，签约时同步办理预告登记，从源头杜绝交易纠纷，真正实现买卖双方互利共赢。政府部门 通过技术创新构建信用桥梁，既提升了监管效能，也促进了房地产市场交易环境的规范化。 体现不同部门协同合作 广东省住房政策研究中心首席研究员李宇嘉表示，"网签即预告"登记模式的意义在于:首先是营商环境 的改革，即让信息多跑腿、百姓少跑腿，通过政府信息系统整合、便民化设计，避免购房人两次登录， 重复提交资料；其次是有效规避开发企业"一房多卖""先卖后 ...

购房人办理网签后，同步申请办理预告登记，可有效规避开发企业"一房多卖""先卖后抵"，以及隐瞒土 地抵押查封等限制状态，导致无法正常办理过户等情况。在"网签即预告"登记模式下，这些风险在签约 环节就能通过系统自动识别并提醒，消费者购房安全感直接拉满。(南方日报) ...

Core Insights - The real estate development investment in China for the first quarter of 2025 reached 1.9904 trillion yuan, representing a year-on-year decline of 9.9% [1][13] - Residential investment accounted for 1.5133 trillion yuan, down 9.0% compared to the same period last year [1][13] - The overall construction area for real estate development decreased by 9.5% year-on-year, with residential construction area down by 9.9% [3][13] Investment and Construction Data - The total area of housing under construction was 613.705 million square meters, with new construction area dropping by 24.4% to 129.96 million square meters [3][13] - The completed housing area was 130.6 million square meters, down 14.3%, with residential completions at 95.02 million square meters, a decline of 14.7% [3][13] Sales Performance - New residential property sales area was 21.869 million square meters, a decrease of 3.0%, while sales revenue reached 207.98 billion yuan, down 2.1% [4][16] - The sales area for residential properties specifically fell by 2.0%, with sales revenue declining by 0.4% [4][16] Inventory and Funding - The inventory of unsold commercial housing at the end of March was 78.664 million square meters, a reduction of 1.227 million square meters from February [7] - Total funding for real estate development enterprises was 24.729 billion yuan, down 3.7% year-on-year, with domestic loans decreasing by 2.3% [8][14] Market Sentiment - The real estate development prosperity index stood at 93.96 in March, indicating a lower level of market confidence [10][21]