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Back建商真的不敢蓋了!住宅開工量暴跌32% 請照量同步大減
建商真的不敢蓋了!住宅開工量暴跌32% 請照量同步大減
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自由时报11 hours agoReal_estate2 min readChinaView translation

建商真的不敢蓋了!住宅開工量暴跌32% 請照量同步大減

Quick Look

根據內政部統計,今年前三季住宅開工量降至6.5萬戶,年減32%;住宅建照核發量降至7.8萬戶。信義房屋不動產企研室專案經理曾敬德指出,2024年第三波央行管制上路後預售市場量縮,開發商推案轉趨審慎,開工與建照下滑屬景氣修正常態,中大型開發商採保守策略,短期房市仍維持自用當道。

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Why It Matters

2023至2025年前三季住宅開工量曾落在9.4萬至9.9萬戶之間,反映新青安2.0至第七波管制期間的預售市況。第七波管制後市場銷售遲滯,開發商推案腳步放緩。

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開工與建照數量下滑,在景氣修正過程中是容易出現的現象,開發商會先把預售完工收回現金,中大型開發商多數有景氣循環的經驗,知道如何持盈保泰。(圖/資料照)

預售市場買氣降溫,開發商推案轉趨審慎。根據內政部統計月報,今年前三季住宅開工量降至6.5萬戶,年減32%;住宅建照核發量也降至7.8萬戶。

信義房屋不動產企研室專案經理曾敬德表示,2023~2024第三季之前,預售市場銷售狀況熱絡,不過2024年第三季央行第七波管制上路後,預售市場出現大幅量縮,2025預售市場更是急凍,整體揭露量年減約7成,面對景氣驟變,開發商也不急著買地推案,北市就都更慢慢整合,其他地區買地動作也趨緩,不急著推案上線,手上沒賣完的預售案也不少,因此統計可以發現核發建照的數量明顯減少,開工數量也年減近3成。

統計顯示,2023~2025前三季的開工量落在9.4~9.9萬戶之間,主要反映新青安2.0到第七波管制當時的預售市況,當預售順利銷售後就進入開工流程,不過第七波後市場銷售遲滯,開發商推案腳步放緩,統計可發現開工數量今年前三季剩下6.5萬戶,年減達32%,建商的請照數量,今年前三季也剩下7.8萬戶,相較過去三年同期都有近11萬戶數量,明顯量縮。

曾敬德表示,開工與建照數量下滑,在景氣修正過程中是容易出現的現象,開發商會先把預售完工收回現金,中大型開發商多數有景氣循環的經驗,知道如何持盈保泰,該保守的時候保守,同時間供給量減少也有助於長期房市供需狀況趨於健康,短期內房市還是維持自用當道市場,個案條件、付款方式、價格等,都是決定能否成為順銷個案的關鍵因素。

Open Questions

  • 預售市場何時會回溫
  • 開發商買地動作何時恢復正常
  • 短期房市自用當道格局是否會持續

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This article was originally published by 自由时报.

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