金吾财讯 | 招银国际表示，房地产九月销售下滑趋势可能加剧。该行指部分城市正采用新的定价机制，用房屋套内面积而非总面积作为销售的定价基础，保持房屋总价不变。该行认为，由于单平售价在此机制下显得有所提高，短期内不会促进销售。然而，该行认为这会增加交易透明度，从而保护购房者权益，并在长期内促进行业的健康发展。关于允许存量转按揭的政策讨论正在进行中，该行认为，只有当房贷利率降到一个使租金收益率显得有吸引力的水平时，才会提振购房情绪。高频数据显示九月开局疲软。该行认为，行业的关键性负面因素已被市场消化。随着主要难点的逐步解决和利好的政策前景持续，该行预计行业在中长期内将持续复苏。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.