2026年,印度的房地产部门仍然强劲,尽管由于投资者的顾虑,库存量下降,但需求不断增长,未售库存量也很低。
India's real estate sector remains strong in 2026 with rising demand and low unsold inventory, despite stock declines due to investor concerns.
根据汇丰银行的一份报告,印度房地产部门在2026年仍然基本强劲,需求稳定,库存未售低,资产负债表健康。
India's real estate sector remains fundamentally strong in 2026, with steady demand, low unsold inventory, and healthy balance sheets, according to an HSBC report.
大开发商在26财政年度头9个月中,预售额逐年增长15%,达到年度目标的70%,而现金实收增长了14-15%。
Large developers saw pre-sales rise 15% year-on-year in the first nine months of FY26, reaching 70% of annual targets, while cash collections grew 14–15%.
尽管如此,房地产股票仍表现不佳,BSE不动产指数迄今下降了8%,其驱动因素是投资者对需求放缓、现金流量疲软和利润缩减的关切。
Despite this, real estate stocks underperformed, with the BSE Realty Index down 8% year-to-date, driven by investor concerns over slowing demand, weaker cash flows, and shrinking margins.
未售出库存仍为一至两年的供应量,第四季度被视为决定近期增长的关键。
Unsold inventory remains at one to two years’ supply, and the fourth quarter is seen as critical for determining near-term growth.