高盛发表研报指,鉴于内地房地产行业持续的流动性压力和高库存水平,预计2026至2027年新建住房市场的建设活动将保持疲弱。但如果到2027年,房地产固定资产投资的绝对水平达到房地产销售额的85%,高盛或会看到当前房地产固定资产投资目前以双位数按年下降趋势开始放缓,因该投资主要反映房地产销售成本,在行业周期中期应占销售额80%左右。高盛估计内地一手市场2025年至2027年物业销售额各为86万亿、...
Source Link高盛发表研报指,鉴于内地房地产行业持续的流动性压力和高库存水平,预计2026至2027年新建住房市场的建设活动将保持疲弱。但如果到2027年,房地产固定资产投资的绝对水平达到房地产销售额的85%,高盛或会看到当前房地产固定资产投资目前以双位数按年下降趋势开始放缓,因该投资主要反映房地产销售成本,在行业周期中期应占销售额80%左右。高盛估计内地一手市场2025年至2027年物业销售额各为86万亿、...
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.