【新浪地產】土地市場，民企的存在感越來越弱了
2022年已過半，民企持續在土地市場“隱身”，這是過去房地產市場少有的現象。
最新完成二輪土拍的廣州，基本上可以代表當前土地市場現狀。
在競自持幾乎退出土拍舞台的情況下，成交的11宗地塊有10宗被國央企以及地方平台競得。
在土地市場，民企的聲音，越來越微弱了。
【新浪地產】6月房價總體趨穩，環比上漲城市數量增加
7月15日，國家統計局發布的《70個大中城市商品住宅銷售價格變動情況》顯示，2022年6月份70個大中城市新建商品住宅價格環比上漲的城市有31個，環比下跌的城市有38個，1個城市環比持平，上個月這一數字分別為25個、43個和2個。二手住宅方面，環比上漲的城市有21個，環比下跌的城市有48個，1個城市持平，上個月這一數字分別為15個、53個和2個。
【World Property Journal】Home Prices Begin to Decline from Record Highs in the U.S.
Inflation, high mortgage rates leading to fewer sales and softening home prices nationwide
Based on a new report from national property broker Redfin, the median sale price for U.S. homes came down 0.7% from its record-breaking June 2022 peak during the four weeks ending July 10, 2022.
【World Property Journal】Demand for U.S. Mortgages Hit 22-Year Low in July
According to the Mortgage Bankers Association's latest Weekly Mortgage Applications Survey for the week ending July 15, 2022, U.S. mortgage applications decreased 6.3 percent from one week earlier.
The Market Composite Index, a measure of mortgage loan application volume, decreased 6.3 percent on a seasonally adjusted basis from one week earlier. On an unadjusted basis, the Index increased 17 percent compared with the previous week.
【World Property Journal】Homebuyer Competition in U.S. Drops to Lowest Level in Two Years
Bidding-war rate dipped below 50% for the first time since pandemic start
National property broker Redfin is reporting 49.9% of home offers nationwide written by Redfin agents faced competition on a seasonally adjusted basis in June 2022.
【CRIC】成交企穩後庫存降至6億平、去化週期落至21個月
6月供需集中放量，多方利好帶動成交穩步復甦，狹義庫存小幅微降至6.01億平，去化週期2022年來“二連降”，降至20.86個月，廣義庫存延續38億平高位波動。預判7月成交同比降幅仍有持續收窄趨勢，狹義庫存或將穩中有降，去化週期也會延續降勢。
【CRIC】武漢、青島、天津等去化“反轉”，復甦動能轉弱
眾所周知，2022年6月樓市成交集中放量，百城環比大增42%，50城開盤去化率穩中有增至37%，去化率環比上升城市由5月的14個增長至達23個。
目前7月已然過半，我們發現部分城市諸如杭州、西安、青島、武漢、天津等均出現了“反轉”行情，項目開盤去化率較6月均有了不同程度的下滑，究竟是短期的結構性調整亦或是市場下行的信號？熱點城市的複蘇持續性如何？我們將通過下文一一解析。
【Zillow】Zillow Home Value and Sales Forecast: July 2022
- Zillow’s housing market outlook has been revised down from June. Zillow forecasts 7.8% home value growth over the next 12 months (July 2022-June 2023).
- 5.46 million existing home sales are expected in 2022, according to Zillow’s latest forecast, a 10.8% decrease from 2021.
【NAR】Existing-Home Sales Slid 5.4% in June
- Existing-home sales declined for the fifth straight month to a seasonally adjusted annual rate of 5.12 million. Sales were down 5.4% from May and 14.2% from one year ago.
- The median existing-home sales price climbed 13.4% from one year ago to $416,000, a new record high.
- The inventory of unsold existing homes rose to 1.26 million by the end of June, or the equivalent of 3.0 months at the current monthly sales pace.
【台灣經濟研究院】111年7月景氣動向調查
觀察近期國內外經濟情勢，受到俄烏戰事膠著影響，推升國際能源及糧食等價格，全球通膨壓力持續上升，多國央行啟動升息循環與緊縮貨幣政策來緩解物價上漲壓力，然升息縮表已導致全球金融資產價格承壓，主要經濟體股債市向下修正，新興市場亦面臨資金外流及貨幣貶值等挑戰。此外，物價高漲已影響消費者實質購買力，加上財政刺激力度遠低於過去兩年水準，亦令市場需求放緩，故國際主要預測機構今年以來已多次下修2022年全球經貿成長表現。
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