2025年8月,印度住房市场暴涨,销售增长强劲,物价上涨,库存紧张,尽管投资者小心谨慎。
India's housing market surged in August 2025 with strong sales growth, rising prices, and tight inventory, despite investor caution.
2025年8月,印度住房市场暴涨,年同比销售价值上升23%,数量上升12%,在12个月下降后连续3个月增长。
India's housing market surged in August 2025, with sales value up 23% year-on-year and volumes rising 12%, marking three straight months of growth after a 12-month decline.
国家首都地区、孟加拉、钦奈和加尔各答的需求得到了加强,而海得拉巴、浦那和孟买大都会地区则表现不佳。
Demand strengthened in the National Capital Region, Bengaluru, Chennai, and Kolkata, while Hyderabad, Pune, and Mumbai Metropolitan Region saw weaker performance.
价格急剧上涨,特别是在孟买和钦奈,助长了高价住房的趋势,并增加了对可负担性的关切。
Prices rose sharply, especially in Mumbai and Chennai, fueling a trend toward premium homes and raising affordability concerns.
库存略有下降至 17 个月,其中 NCR 和浦那库存最低。
Inventory eased slightly to 17 months, with NCR and Pune having the lowest stock.
尽管上市开发商的预售量逐年增长19%, 但尼夫提不动产指数下跌了5%,
Despite a 19% year-on-year rise in pre-sales by listed developers, the Nifty Realty Index dropped 5%, reflecting investor caution.
分析家预期持续波动,由于抵押贷款利率下降以及对增长和估值的担忧,各种信号喜忧参半,股票可能随波逐流。
Analysts expect ongoing volatility, with stocks likely range-bound due to mixed signals from falling mortgage rates and concerns over growth and valuations.