20:38:11
美国 United States
2025年8月,美国房屋开工量环比下降8.5%,经季节性调整后的年开工率为1307万套,低于7月份略微修订的142.9万套,远低于市场预测的137万套。这是自2020年5月以来的第四低读数,突显出房地产市场持续疲软,因为待售新房过剩和劳动力市场疲软超过了抵押贷款利率放松带来的缓解。按类别划分,单户住宅开工量(最大的住宅建筑部分)下降7.0%,至89万套,为2024年7月以来的最低水平。拥有五套或更多单元的多户住宅开盘价暴跌11.0%,至40.3万套,为三个月低点。从地区来看,南部(-21.0%,至66.7万套)和中西部(-10.9%,至22万套)的活动急剧下降,而西部(+30.4%,至313000套)和东北部(+9.2%,至10.7万套)则出现反弹。
US housing starts tumbled 8.5% month-over-month in August 2025 to a seasonally adjusted annual rate of 1.307 million units, down from a slightly revised 1.429 million in July and well below market forecasts of 1.37 million. That was the fourth-lowest reading since May 2020, underscoring persistent housing market weakness as a glut of unsold new homes and a softening labor market outweighed the relief from easing mortgage rates. By category, single-family starts—the largest segment of homebuilding—dropped 7.0% to 890,000 units, their weakest level since July 2024. Multi-family starts with five or more units plunged 11.0% to 403,000, a three-month low. Regionally, activity fell sharply in the South (-21.0% to 667,000 units) and Midwest (-10.9% to 220,000), while rebounding in the West (+30.4% to 313,000) and Northeast (+9.2% to 107,000).