本报告导读：9 月地产行业仍处下行通道，以投资为代表的前端投资降幅仍在加剧，隐含传统周期下价格仍有压力，新房和二手房的价格差拉大，也意味着新项目带来的边际效益在递减。投资要点：前9月地产投 资累计同比下降13.9%，即便最后一个季度大幅增长，预计地产投资仍然会出现两位数的下降，因此，如何对冲仍然是接下来市场的焦点。由于地产投资在2024 年是10 万亿元，若2025 年下降超过10%，则地产投资...
Source Link本报告导读：9 月地产行业仍处下行通道，以投资为代表的前端投资降幅仍在加剧，隐含传统周期下价格仍有压力，新房和二手房的价格差拉大，也意味着新项目带来的边际效益在递减。投资要点：前9月地产投 资累计同比下降13.9%，即便最后一个季度大幅增长，预计地产投资仍然会出现两位数的下降，因此，如何对冲仍然是接下来市场的焦点。由于地产投资在2024 年是10 万亿元，若2025 年下降超过10%，则地产投资...
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