What signal? Buy back the suite of Evergrande 1050 here! The latest data: the decline in commercial housing sales has narrowed for five consecutive months.

165438+ 10/5 According to the data released by the National Bureau of Statistics, the year-on-year decline in commercial housing sales narrowed from 1 to10 for five consecutive months; The year-on-year decline in the completed housing area narrowed for three consecutive months; The decline in indicators such as real estate development investment and funds in place for housing enterprises has expanded.

Fu, spokesman of the National Bureau of Statistics, said that there have been some positive changes in the real estate market, but the downward trend continues. In the next stage, we should adhere to the orientation of housing and not speculation, actively promote the simultaneous purchase and rent, support rigid and improved housing demand, and promote the real estate market. Gradually stabilize and maintain steady and healthy development.

The industry believes that in the near future, the support policies at both ends of real estate supply and demand will continue to increase, which will further enhance market expectations, especially after policy optimization in more core cities, or will drive the release of local housing demand. It is expected that the sales data will gradually pick up next year, and a key step in the virtuous circle of real estate will begin.

It is also known that on the same day, official website, Housing and Construction Bureau of Kaifeng City, Henan Province, announced the list of affordable rental housing projects in 2022, including four projects, of which Lankao Hengda Dajing Project 1050 sets of commercial housing will be repurchased by relevant departments for affordable rental housing.

The decline in sales narrowed for five consecutive months.

Statistics from the National Bureau of Statistics show that from June 5438+0 to June 5438+00, the sales area of commercial housing was11790,000 square meters, down 22.3% year-on-year. Commercial housing sales108.832 billion yuan, down 26. 1% year-on-year.

As can be seen from the above figure, the year-on-year decline of commercial housing sales area in the first 10 month was basically the same as that in the first 1-9 month. The year-on-year decline of commercial housing sales narrowed by 0.2 percentage point compared with June+10-September, and the decline narrowed for five consecutive months.

Fu pointed out that from the situation of Baojiao Building, during the national real estate construction period of more than two years, the investment in real estate development projects that are about to enter the delivery stage has maintained rapid growth, and the decline in completed housing area has narrowed. In June1-June 10, the completed housing area of real estate development enterprises decreased 18.7% year-on-year, which was 1.2 percentage points lower than that in June1-September, and the decline was narrowed for three consecutive months.

However, the data of the National Bureau of Statistics also show that during the period of 1- 10, the national real estate development investment was1/394.5 billion yuan, down 8.8% year-on-year; During the period of 1- 10, the capital in place of real estate development enterprises was1254.8 billion yuan, a year-on-year decrease of 24.7%. The decline in investment in real estate development and funds in place for housing enterprises has expanded.

In this regard, Fu pointed out that the real estate industry is an important industry of the national economy and is closely related to the national economy and people's livelihood. Since the beginning of this year, in the face of the downward adjustment of the real estate market, the capital chain of some housing enterprises that were blindly expanded in the early stage is relatively tight, and it is difficult to deliver houses in some places. All localities and departments insisted on housing and not speculating, actively promoted policies based on the city, supported rigid and improved reasonable housing demand, increased efforts to ensure the delivery of houses, and promoted the stable development of the real estate market, and the effect gradually appeared.

"Overall, there have been some positive changes in the real estate market, but the downward trend continues. In the next stage, we should adhere to the orientation of housing and living without speculation, actively promote the simultaneous purchase and rent, support rigid and improved housing demand, and promote the gradual stabilization of the real estate market. Maintain steady and healthy development. " Fu Shuo:

Support policies at both ends of supply and demand continue to be strengthened.

Compared with the previous real estate support policies that focused more on the demand side, the supply-side support policies have been continuously strengthened recently.

165438+18 October, the dealers association continued to promote and expand the bond financing support tool for private enterprises (the "second arrow") to support private enterprises, including real estate enterprises, to issue bonds for financing. It is estimated that it can support about 250 billion yuan of private enterprise bond financing, which can be further expanded according to the situation.

On June 165438+1October1day, the central bank and China Banking Regulatory Commission issued16 measures to support the stable and healthy development of the real estate market, covering stabilizing real estate financing, doing a good job in "capital preservation" financial services, protecting the legitimate rights and interests of housing finance consumers, and doing a good job in troubled real estate enterprises.

165438+1October 14. The CBRC, the Ministry of Housing and Urban-Rural Development, and the Central Bank jointly issued the Notice on the Work Related to the Replacement of Pre-sale Supervision Funds by Commercial Banks, supporting high-quality housing enterprises to apply to commercial banks to issue letters of guarantee to replace funds within the supervision limit.

Huatai Securities research report pointed out that since June 5438+065438+ 10, the real estate industry has continued to enjoy favorable policies. From the "second arrow" and "finance 16" to the supervision and optimization of pre-sale funds, we can see that there have been positive changes from the supply side, and the real estate financial support policy has continued to land, which is expected to significantly boost market confidence and expect more policy space to stabilize the market, trust credit and guarantee the delivery of houses.

According to the research report of China Post Securities, stabilizing the property market is divided into three important fulcrums, namely, stabilizing demand, ensuring the delivery of houses and stabilizing the main body. At present, the policy of stabilizing the main body has become the focus of efforts, and the property market sales are expected to bottom out slowly, but housing enterprises may present a situation of coexistence of cleaning and repair.

According to the research report of CITIC Jiantou, with the continuous relaxation of the relevant regulatory policies on the demand side and supply side of real estate and the continuous promotion of "guaranteed real estate", residents' confidence in buying houses and corporate cash flow are expected to improve marginally, and the decline of real estate-related indicators is expected to gradually narrow. It is expected that the sales data will gradually bottom out next year, and a key step in the virtuous circle of real estate will begin.

Chen Wenjing, director of market research in the Index Division of the Central Reference Institute, said that it is expected that with the continuous implementation of favorable policies for the property market, the policy optimization at both ends of supply and demand and the improvement of epidemic prevention policies will further enhance market expectations, especially after the policy optimization in more core cities will lead to the release of local housing demand, and the year-on-year decline in the sales scale of commercial housing in China is expected to narrow at the end of the year.

Kaifeng plans to buy back Evergrande 1050 commercial house for renting.

165438+1October 15, official website, Housing and Construction Bureau of Kaifeng City, Henan Province announced the list of affordable rental housing projects in 2022. * * There are four projects, of which Lankao Hengda Dajing Project 1050 sets of commercial housing will be repurchased by relevant departments for affordable rental housing.