每周精读 | 融创、碧桂园债务重组破局;库存规模连降、多地房价止跌,高质量转型孕育结构性机遇(11.8-11.14)

克而瑞地产研究
Nov 15, 2025

VIEW克而瑞研究中心“每周研究精读”,聚焦宏观、行业、房企、土拍、产品、客需、榜单等多个研究成果,与各界探讨行业运行逻辑、变数及未来趋势。观点库存规模连降、多地房价止跌,高质量转型孕育结构性机遇行业正在经历高质量转型的关键时期,应客观看待各指标的阶段性调整。龙头房企债务重组破局,融创碧桂园连传捷报从展期到深度重组,房企债务重组模式已发生根本性转变。10月“好房子”去化居前但加速分化预判11月,...

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