Property market silver 10 worth looking forward to: institutions optimistic about the National Day holiday property market

category:Finance
 Property market silver 10 worth looking forward to: institutions optimistic about the National Day holiday property market


Industry insiders pointed out that since July, Shenzhen, Nanjing, Hangzhou, Chengdu and other places have successively introduced regulation and upgrading policies to curb real estate speculation, and the policy effect is obvious.

Yan Yuejin, research director of the think tank center of the E-House Research Institute, said that increasing the down payment ratio can curb investment speculation demand, and policies such as limiting house prices and competing for land prices will help increase housing supply and stabilize housing prices. If there is still market speculation during the golden nine silver ten period, the policy is expected to continue to tighten.

Institutional monitoring data show that the volume of second-hand housing in key cities generally fell in the third quarter, with more than 80% of the city transactions falling month on month. There are mainly two types of cities with the highest drop rate. One is the cities that experienced regulation and control in July, such as Shenzhen, Dongguan and Nanjing. Among them, Shenzhen fell by nearly 50% month on month, ranking first; Dongguans volume fell by 42% month on month, and Nanjings transaction volume fell by 25% month on month in the third quarter. The other is the cities in the Bohai Rim urban agglomeration, such as Dalian, Langfang and Jinan, with a decrease rate of 33%, 25% and 19% respectively.

Guangzhou, Wuhan and Xian and other cities continued to increase month on month in the third quarter. Among them, the Wuhan market started late, the market in the third quarter is still in the recovery channel, and the transaction volume in the third quarter increased by 21% month on month. The trading volume of Guangzhou and Xian increased by 23% and 19% respectively.

Silver ten is worth looking forward to

Agency data show that the real volume of second-hand residential buildings in key 18 cities fell 9% month on month in the third quarter. From January to September, the total number of new housing transactions in 66 cities decreased by 9.4% year-on-year, and the total transaction area decreased by 8.8% year-on-year, and the market recovered steadily. According to the data released by the National Bureau of statistics, sales of commercial housing increased year on year from January to August. 11 golden week is expected to appear a wave of new house transactions small peak.

To be specific, 30% of the real estate enterprises land storage cycle is less than 4 years, and 70% of the top 100 real estate enterprises have a removal cycle of more than 4 years. Combined with the performance of listed real estate enterprises, most of them have relatively sufficient land reserves. In the future, they will pay more attention to quality rather than quantity.

From the perspective of echelon, the leading real estate enterprises are relatively rational and have strong sales ability. Among them, the removal cycle of Evergrande and Vanke is less than 3 years. The rest of the echelon real estate enterprises have been depopulated for more than five years, and some enterprises are even close to 10 years. They need to be alert to the risk of inventory. In the future, they still need to increase sales efforts to promote sales as the focus of work.

The heat of the rental market has rebounded significantly, with more new supply in hot cities.

According to agency data, in the third quarter of 2020, the average rent of key 19 cities will be 41.1 yuan / m2 / month, down 0.4% year-on-year. In the first tier cities, the average rent in Shanghai was flat year-on-year, while that of the other three cities decreased to varying degrees. In the new first tier cities, the rent price of Hangzhou was 52.7 yuan / square meter / month, that of Nanjing, Wuhan and Tianjin was more than 40 yuan / square meter / month, and that of other cities was between 20 yuan and 40 yuan / square meter / month. From the perspective of monthly new supply, among the first tier cities, Shanghais newly increased rental housing supply is leading, which is basically the same as last year; in the new first tier cities, Wuhans new rental housing supply is leading, and the rental supply of Chongqing, Shenyang, Hefei and Changsha has increased by more than 20% year-on-year. Industry insiders pointed out that institutionalization is the future development trend of the leasing industry. With the Post-00 and post-95 entering the rental market, diversification will become the supply form of the industry. Source: surging news editor: Wang Xiaowu_ NF

According to agency data, in the third quarter of 2020, the average rent of key 19 cities will be 41.1 yuan / m2 / month, down 0.4% year-on-year. In the first tier cities, the average rent in Shanghai was flat year-on-year, while that of the other three cities decreased to varying degrees. In the new first tier cities, the rent price of Hangzhou was 52.7 yuan / square meter / month, that of Nanjing, Wuhan and Tianjin was more than 40 yuan / square meter / month, and that of other cities was between 20 yuan and 40 yuan / square meter / month.

From the perspective of monthly new supply, among the first tier cities, Shanghais newly increased rental housing supply is leading, which is basically the same as last year; in the new first tier cities, Wuhans new rental housing supply is leading, and the rental supply of Chongqing, Shenyang, Hefei and Changsha has increased by more than 20% year-on-year.