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行业更新 | 中国房地产
国家统计局在其2026年首8个月的数据发布中,首次公布全国二手房成交量:二手房合约建筑面积为5.492亿平方米,按年增长10.6%;相比之下,新建住宅销售面积为4.150亿平方米,按年下跌13.0%。 2026年首8个月土地出让收入按年下降28.6%,且2026年8月住户中长期贷款持续萎缩,导致2026年前8个月的净增量较去年同期低98%。维持「跑输大市」评级。
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