另外，财信证券指出，随着前期需求集中释放以及8月以来高温天气等因素的影响，近期购房需求季节性回落。上周（8.12-8.18）商品房市场销售延续走弱态势，30大中城市商品房成交面积环比减少3.74%，同比减少29.44%。从价格端来看，7月70个大中城市新建商品住宅和二手住宅价格指数分别同比下降5.30%、8.20%，二手房价下跌对新房市场继续形成拖累，商品房市场仍面临量价下行的压力。Mainland real estate continued to decline. As of the time of publication, Zhongliang Hldg (02772) fell by 7.07%, closing at 0.092 Hong Kong dollars; Yuexiu Property (00123) fell by 3.57%, closing at 4.05 Hong Kong dollars; Seazen (01030) fell by 2.74%, closing at 1.42 Hong Kong dollars.
According to the Smart Financial APP, mainland real estate continued to decline. As of the time of publication, Zhongliang Hldg (02772) fell by 7.07%, closing at 0.092 Hong Kong dollars; Yuexiu Property (00123) fell by 3.57%, closing at 4.05 Hong Kong dollars; Seazen (01030) fell by 2.74%, closing at 1.42 Hong Kong dollars; R&F Properties (02777) fell by 2.6%, closing at 0.75 Hong Kong dollars; China Vanke (02202) fell by 2.07%, closing at 3.79 Hong Kong dollars.
On the news side, Hong Kong-listed real estate companies have successively disclosed performance forecasts for the first half of the year, with most facing losses or expanding losses. Specifically, Zhenro Ppt expects the mother company's attributable loss for the first half of the year to be between 2.2 billion yuan and 2.4 billion yuan, while the loss for the first half of 2023 is about 1.464 billion yuan; Zhongliang Hldg's profit turned into a loss year-on-year by more than 1.5 billion yuan in the first half of the year; In addition, Sunac, Powerlong, rsun ppt, and other real estate companies have successively issued profit warnings.
Furthermore, Caxin Securities pointed out that with the impact of the concentrated release of previous demand and factors such as high temperatures since August, the recent seasonal decline in housing demand. Last week (8.12-8.18), the sales of commodity housing in major cities continued to weaken, with a month-on-month decrease of 3.74% in transaction area and a year-on-year decrease of 29.44%. From the price perspective, the price index of new residential and second-hand residential properties in 70 major cities in July decreased by 5.30% and 8.20% respectively, the decline in second-hand house prices continued to drag down the new housing market, and the commodity housing market still faces downward pressure on both volume and price.
