-- 加拿大住房抵押贷款公司(CMHC)周五公布数据显示,加拿大3月份房屋开工量(按年率计算)降至235,900套,环比下降6%。道明银行(TD)表示,此数据反映了这一趋势。 此前一个月房屋开工量有所增长,但3月份回落,此前市场波动较大。道明银行指出,第一季度整体房屋开工量下降6%(非按年率计算),这意味着房屋开工量下降可能会对第一季度住宅投资和整体GDP增长构成压力。 从趋势来看,目前的房屋开工量远低于2025年9月的峰值。道明银行表示,由于人口增长疲软、未售库存居高不下,以及大多伦多地区等主要市场此前的预售活动疲软,这一下降趋势预计将持续到今年年底。 道明银行补充道,即将出台的政府政策,例如取消安大略省新建房屋的商品及服务税/统一销售税(GST/HST)并降低开发费用,应该会刺激对新建房屋的需求。 不过,据道明银行称,考虑到预售和开工之间通常存在滞后,这些政策带来的部分开工量提升可能要到今年以后才会显现。
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