2025 年房地产市场量价表现处于“止跌回稳”初期的“跌幅缓和”阶段。今年开年受“止跌回稳”预期影响房地产市场量价表现整体积极,但进入2 季度后边际持续走弱。我们估算2025 年一、二手房总交易量同比跌幅较2024 年略收窄,二手房同质性价格累计跌幅基本一致,新房均价跌幅受“好房子”带来的结构性因素影响有所收窄。我们认为房地产行业迈向“止跌回稳”的过程可概括为“交易量-房价-房地产投资”的“三步走...
Source Link2025 年房地产市场量价表现处于“止跌回稳”初期的“跌幅缓和”阶段。今年开年受“止跌回稳”预期影响房地产市场量价表现整体积极,但进入2 季度后边际持续走弱。我们估算2025 年一、二手房总交易量同比跌幅较2024 年略收窄,二手房同质性价格累计跌幅基本一致,新房均价跌幅受“好房子”带来的结构性因素影响有所收窄。我们认为房地产行业迈向“止跌回稳”的过程可概括为“交易量-房价-房地产投资”的“三步走...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.