中指研究院发布报告称，核心城市二手房成交放量显示出短期购房需求在政策带动下入市节奏加快，但新房市场仍承压，背后反映出当前二手房与新房市场之间置换传导效应减弱，替代效应增强。5.17政策落地已有近3个月，8月二手房市场能否延续高成交仍待观察，短期新房市场筑底行情预计将持续。Ke Holdings-W (02423) fell more than 4% during the day, as of the manuscript, down 4.01%, reported at HK$37.15, with a turnover of 8.0162 million Hong Kong dollars.
According to the Sina Finance app, Ke Holdings-W (02423) fell more than 4% during the day, as of the manuscript, down 4.01%, reported at HK$37.15, with a turnover of 8.0162 million Hong Kong dollars.
On the news front, Ke Holdings previously released its second-quarter performance. During the period, the total trading volume (GTV) reached 839 billion yuan, with a net income of 23.4 billion yuan, a year-on-year increase of 19.9%; the adjusted net income reached 2.69 billion yuan, a year-on-year increase of 13.9%. Among them, the existing property business achieved steady development, with an accumulated GTV of 570.7 billion yuan, a year-on-year increase of 25%; while the GTV of the new property business reached 235.3 billion yuan.
The China Index Research Institute released a report stating that the substantial increase in second-hand housing transactions in core cities indicates that short-term housing demand has accelerated market entry under the influence of policies, but the new housing market still faces pressure. This reflects a weakened transmission effect between the current second-hand and new housing markets, with an enhanced substitution effect. The policy implemented on May 17 has been in effect for nearly 3 months. Whether the second-hand housing market can continue its high transaction volume in August remains to be seen, and it is expected that the short-term new housing market will continue to stabilize.
