January has just ended, and the sales data has come out, and it is still so bleak.
The sales of the top 100 real estate companies have seriously declined by 333%, which is more than last year's decline, and sales fell by 47% month-on-month7%。After looking around, among the top 30 real estate companies, only one real estate company's sales are growing, and the others are not good-looking. In the past few days, the news of the introduction of the whitelist financing support policy has been brushed over and over again on various **, but I don't seem to have many real estate people. I don't know what everyone thinks? I was not satisfied, I felt that the amplitude was not enough, or I just lay flat and didn't want to see it. In fact, this whitelist policy is indeed the biggest benefit among all the policies that have been issued before, breaking through many original restrictions and involving trillions of funds. There are thousands of projects involved, and hundreds of projects have been shortlisted in each of the participating provincial capitals. Many real estate companies are also actively striving for it, and many projects that have been delayed by bank loans have also been reborn. If the hundreds of projects reported by each city can finally be approved, there is hope that many insuring real estate companies will slowly recover.
Including the two first-tier cities to release purchase restrictions, everyone's feedback is also average, Guangzhou has been lifting purchase restrictions for a few days, and the number of transactions is only slightly **. The transaction of new houses is average, but the number of listings of second-hand houses has surged a lot, forming a greater squeeze on second-hand houses. Whether or not these policies came too late, they do not address the underlying problems, income insecurity, and lack of confidence. At least, the real estate projects that have been suspended have not been completely resolved, and before the assets are still declining, they can only repair confidence step by step, and it is still difficult to make too much improvement.
In the past two days, the ** and real estate are also considered rotten brothers. In the past, it was good to come out, but I always saw the overwhelming effect, and everyone ran to tell each other, feeling that the days were getting more and more hopeful. By now, there are not many people who seem to be the best, and even if there are obvious benefits, everyone is slightly numb. From a rational standpoint, there will always be a time when it falls to the bottom, and when there is no way to fall, it will always be the bottom of this round. When an industry adjusts to the end, a typical indicator is that fewer and fewer people are paying attention to the news, and more and more people are lying down, so the same is true for real estate. The good news is that policies are now becoming more and more aggressive and frequent. The bad news is that people are becoming more and more numb to these benefits, and more and more people are lying in the middle of nobody.