Redfin：全美待售签约量跌至近12年低位，9月环比降4%；洛杉矶同比降16%、圣迭戈降15.8%
西雅图——房地产经纪公司 Redfin 10月12日发布报告称，美国待售房屋签约量（pending home sales）跌至2014年春季以来的最低水平——唯一例外是2020年4月疫情初期市场冻结的那一个月。据 PR Newswire 10月12日发布的这份报告，9月待售签约量经季节性调整后环比下降4%，是三年多来最大的单月降幅；已成交销量环比下降1.6%，为2023年底以来最低。
报告指，签约量下滑的主要原因是房贷利率持续攀升、9月底已站上7%。房贷市场方面，房地美（Freddie Mac）10月8日公布的周度调查显示，30年期固定房贷平均利率为7.40%。
区域上，三年来首次出现全美50个人口最多的都市区待售签约量同比全线下跌。上一次出现这种情况是2023年9月，也是房贷利率上一次持续站上7%的时期。跌幅最大的是西海岸：西雅图同比下降24.4%，洛杉矶下降16%，圣迭戈下降15.8%，橙县安纳海姆下降15.5%。Redfin指出，这些南加都市区是全美房价最高的地区之一，利率上升对临界买家的挤出最明显，西雅图还叠加了本地就业市场波动。
其他数据：全美待售房屋总库存升至2020年3月以来最高；9月有14.5%的购房交易中途取消，为 Redfin 有记录以来的最高比例，显示买方市场下购房者有更多退出空间。（来源：Redfin 2026年10月12日报告，经 PR Newswire 发布；房贷利率为房地美周度调查）
Redfin: U.S. Pending Home Sales Sink Near 12-Year Low, Down 4% in September; Los Angeles −16%, San Diego −15.8%
SEATTLE — U.S. pending home sales fell to their lowest level since spring 2014 — with the exception of April 2020, when the onset of the pandemic ground the market to a halt — according to a Redfin report released Oct. 12 via PR Newswire. Pending sales declined 4% from a month earlier in September on a seasonally adjusted basis, the biggest monthly drop in more than three years, while closed sales fell 1.6% month over month to their lowest level since the end of 2023.
Redfin said fewer homes went under contract largely because mortgage rates rose steadily, surpassing 7% by the end of September. Freddie Mac's weekly survey put the average 30-year fixed rate at 7.40% as of Oct. 8.
For the first time in three years, pending sales declined year over year in all 50 of the most populous U.S. metros — last seen in September 2023, also the last time rates sustained levels above 7%. The biggest declines were on the West Coast: Seattle fell 24.4% year over year, followed by Los Angeles (−16%), San Diego (−15.8%) and Anaheim, California (−15.5%). Redfin noted those Southern California metros are among the priciest in the U.S., so rising rates hit on-the-fence buyers hard, while Seattle also faces a bumpy local job market. The total supply of homes for sale rose to its highest level since March 2020, and 14.5% of homebuying deals fell through in September — the highest share in Redfin's records. (Source: Redfin report, Oct. 12, 2026, via PR Newswire; Freddie Mac weekly survey)
图片来源：加州湾区住宅区航拍，CC0（Wikimedia Commons，摄影：Alfred Twu）
