6 月单月销售面积基期调整同比增速为-5.5%(较上月减少2.2pct),整体新房市场热度延续5 月低位震荡回落的特征,新房库存及新增供应仍在收缩趋势中或对销量上限形成压制,同时购房意愿等仍受到房价改善预期偏弱的影响。往后看,据房管局高频数据,7 月1-17 日销量同比较6 月减少9pct 至-22%,可关注后续商品房收储、城市更新等存量政策发力落地以及净租金收益率和房贷利率息差收窄对销售数据的...
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