1、2026展望:渐行渐近的行业底部2026开年首期《求是》杂志重磅发声定调“改善和稳定房地产市场预期”,释放出政策转向、引导房地产行业改善的清晰信号。本轮下行周期新开工面积回撤幅度(较高点回撤74.1%)高于销售面积(较高点回撤50.9%),新开工呈现一定的“超调”,供给侧出清更加显著。从租金回报率和贷款利率的关系看,目前核心城市二手住宅租金回报率基本在1.6-2.0%区间,已经与十年期...
Source Link1、2026展望:渐行渐近的行业底部2026开年首期《求是》杂志重磅发声定调“改善和稳定房地产市场预期”,释放出政策转向、引导房地产行业改善的清晰信号。本轮下行周期新开工面积回撤幅度(较高点回撤74.1%)高于销售面积(较高点回撤50.9%),新开工呈现一定的“超调”,供给侧出清更加显著。从租金回报率和贷款利率的关系看,目前核心城市二手住宅租金回报率基本在1.6-2.0%区间,已经与十年期...
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