-- 加拿大房屋抵押貸款公司(CMHC)週五公佈數據顯示,加拿大3月房屋開工量(按年率計算)降至235,900套,較上季下降6%。道明銀行(TD)表示,此數據反映了這一趨勢。 前一個月房屋開工量有成長,但3月回落,先前市場波動較大。道明銀行指出,第一季整體房屋開工量下降6%(非以年率計算),這意味著房屋開工量下降可能會對第一季住宅投資和整體GDP成長構成壓力。 從趨勢來看,目前的房屋開工量遠低於2025年9月的高峰。道明銀行表示,由於人口成長疲軟、未售庫存居高不下,以及大多倫多地區等主要市場先前的預售活動疲軟,這一下降趨勢預計將持續到今年年底。 道明銀行補充道,即將出台的政府政策,例如取消安大略省新建房屋的商品及服務稅/統一銷售稅(GST/HST)並降低開發費用,應該會刺激對新建房屋的需求。 不過,據道明銀行稱,考慮到預售和開工之間通常存在滯後,這些政策帶來的部分開工量提升可能要到今年以後才會顯現。
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