来源：熊园观察我国地产景气仍在下行，何时能真正触底？本文从地产的供给端、需求端出发，详细拆解地产增量和存量供给，刚性、改善、投资、拆迁需求，再结合债务端、房价端，综合分析当前地产景气位置和未来走势。核心结论：基于“地产供给、地产需求、居民债务、住房价格”四大维度，定性分析+定量测算，研究发现：目前我国存量住房已足够，中性情形住房需求可能还会下行不少，未来1-2年居民债务压力有望降至正常水平、房价...
Source Link来源：熊园观察我国地产景气仍在下行，何时能真正触底？本文从地产的供给端、需求端出发，详细拆解地产增量和存量供给，刚性、改善、投资、拆迁需求，再结合债务端、房价端，综合分析当前地产景气位置和未来走势。核心结论：基于“地产供给、地产需求、居民债务、住房价格”四大维度，定性分析+定量测算，研究发现：目前我国存量住房已足够，中性情形住房需求可能还会下行不少，未来1-2年居民债务压力有望降至正常水平、房价...
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