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July 22, 2021
Uncategorized

2月新屋開工與營建許可雙雙下滑遜預期

今天公布的2月份新屋開工與營建許可雙雙下滑,均低於市場預期。

美國人口調查局週二公布數據顯示,2月新屋開工116萬2千戶,不及預期值121萬戶,環比下滑8.7%,是近八個月以來最大的環比跌幅。2月房屋新開工數較去年同期下滑9.9%,這同時也是2016年9月以來的最大同比跌幅。商務部表示,惡劣的天氣可能是導致新開工住宅數量急劇下降的原因。其中,佔據美國住房市場最大份額的獨棟住宅的新動工數比前個月下滑17%至80.5萬戶,為2017年5月以來的最低水平,被認為是拖累新屋開工情況的主要因素。分地區來看,東北部、西部、南部地區新屋動工數分別下滑30%、19%及7%。僅中西部地區新屋建造情況較為樂觀,增幅為27%。

此外,2月營建許可129.6萬戶,同樣不及預期值130.5萬戶,前值從134.5萬戶下修至131.7萬戶,獨棟住宅的營建許可同樣疲軟。這反映出新住房的開發進度有所放緩,這與1月份數據公布時的樂觀前景形成了對比。今年1月,美國新屋開工曾出現一次大幅反彈, 從兩年多來的最低點回升,同時,新屋營建許可也出現較大幅度的上升,當時有分析認為,這反映出房地產市場強勁的回暖動力。

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