摩根大通12月1日发布的《中国房地产：11月开发商销售持续疲软》研报（Asia Pacific Equity Research）直接戳破幻觉：百强房企11月销售额同比暴跌35%，看似比10月的-40%略好，实则是去年同期高基数造成的假象，行业根本没迎来实质性好转。先看核心数据：11月百强房企销售额不仅同比大降，较2018-2021年同期均值更是跌了77%，创下8月以来的最低水平（Table 2，...
Source Link摩根大通12月1日发布的《中国房地产：11月开发商销售持续疲软》研报（Asia Pacific Equity Research）直接戳破幻觉：百强房企11月销售额同比暴跌35%，看似比10月的-40%略好，实则是去年同期高基数造成的假象，行业根本没迎来实质性好转。先看核心数据：11月百强房企销售额不仅同比大降，较2018-2021年同期均值更是跌了77%，创下8月以来的最低水平（Table 2，...
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