9月，中国的房地产市场遭遇了更为严重的下滑，而中国政府随即推出了多项措施，旨在稳定持续多年的房地产业危机。来自中国房地产信息公司的数据显示，中国最大的100家房企新楼盘的销售金额同比下降约37.7%，至2517亿元人民币（约合359亿美元），增速快于8月份，并且相比前月有微小增长。弱化的数据凸显了上周中共中央政治局为稳定房地产业所采取的最果断行动的原因。
响应措施，三大中国一线城市迅速于周末调整房地产购买规则，并在接下来的周一（即2024年10月）由北京跟进。政策还包括，允许大规模重组超过5.3万亿美元的现有按揭贷款，惠及数百万家庭。此番努力是在五月份政策效应减弱后出现的情况，当时中国下调了借贷成本并放宽了首付要求。
目前，政府正在对警告中的潜在风险做出反应——即若不采取措施，可能会影响2024年约5%的经济增长目标。“9月，购房者们持观望态度，静待房地产刺激政策的出台。”中国房地产研究机构的研究总监陈文景指出，“虽然在加强支持后，10月份可能会出现一些复苏迹象。但全国范围内的房市要想止住下跌态势，还需更多的宽松政策。”
最近，作为金融中心的上海和科技重镇深圳宣布，将允许更多人购买郊区房产，并放宽某些条件下的购房者限制。同时，广州这个贸易枢纽成为首个全面解除购房限制的一线城市，在周日决定不再审查买家资格、不限制个人房产拥有数量。
这些动作凸显了政府在面对房地产市场下滑的背景下所采取的果断措施及政策调整方向，以期实现经济稳定与增长目标。
新闻来源：www.bloomberg.com
原文地址：China Home Sales Slump Intensified in September, Before Stimulus
新闻日期：2024-09-30
原文摘要：
China’s residential slump deepened in September before the government released a basket of measures to put a floor under the yearslong property crisis. The value of new-home sales from the 100 biggest real estate companies fell about 37.7% from a year earlier to 251.7 billion yuan ($35.9 billion), faster than the in August, according to from China Real Estate Information Corp. Transactions gained 0.2% from August. The weak data underscore why China’s Politburo last week made its most yet to stabilize the real estate sector. Three of China’s so-called tier-1 cities swiftly followed through over the weekend by rules for homebuying, with Beijing joining in on Monday. The also allowed of as much as $5.3 trillion of existing mortgages for millions of families. These efforts came after waning impact of the last unveiled in May, when China lowered borrowing costs and eased down-payment requirements. Authorities are now reacting to warnings that China risks missing its economic growth target of about 5% for 2024.“Homebuyers have stayed on the sidelines in September, watching for property stimulus,” said Chen Wenjing, a research director at . “Home-buying activity may pick up a bit in October after stepped-up support. However, more loosening is needed for the housing market nationwide to stop declining.” WATCH: Inside China’s Property CrisisOn Sunday, the trading hub of Guangzhou became the first tier-1 city to remove all housing restrictions, saying it would stop reviewing buyers’ eligibility and no longer limit the number of homes owned. Shanghai, China’s financial hub, and Shenzhen, the southern city known for its tech industry, said they will let more people purchase residences in suburban areas, and allow some others to buy more homes.
