美国9月新屋销售年率67.6万套：环比降0.6%好于市场预期，中位价40.04万美元、待售库存47.6万套
华盛顿——美国人口普查局（Census Bureau）与住房和城市发展部（HUD）10月27日公布，2026年9月美国新屋销售经季节调整后年率为67.6万套，环比下降0.6%，降幅小于市场预期；8月数据由初报68.4万套下修至68.0万套。9月销量同比下降5.3%。
价格方面，9月新屋销售中位价为40.04万美元，环比回升3.9%，但仍低于上年同期水平；平均售价同样低于上年同期。分析指出，月度中位价受成交户型结构影响较大，单月回升不等于房价普遍转强。
库存方面，9月底待售新屋为47.6万套，按当前销售速度相当于8.4个月供应量，略低于此前水平，但高于上年同期的8.2个月，供应相对需求仍然充裕。分地区看，南部地区当月销量减少约2.9万套，是全国环比回落的主要拖累；西部地区增加约2.5万套，部分抵消了降幅；与上年同期相比，西部销量降幅在各地区中最大。
多家大型建筑商上周公布的业绩显示利润承压，建筑商普遍更谨慎地选择开发市场，同时以利率买降等优惠吸引观望中的买家。PulteGroup首席执行官Ryan Marshall在公布第三季度业绩时表示，利率快速上升进一步拉紧了购房可负担性，使出售现有住房更难，也让更多消费者退到场边观望。此前全美房地产经纪人协会（NAR）公布的9月成屋销售为季调年率399万套、环比增长1.5%。
U.S. New Home Sales at 676,000 Annual Pace in September: Down 0.6% but Above Expectations, Median Price $400,400
Washington, D.C. — The U.S. Census Bureau and the Department of Housing and Urban Development (HUD) reported on October 27 that new single-family home sales in September 2026 ran at a seasonally adjusted annual rate of 676,000, down 0.6% from August's revised pace of 680,000 (initially reported as 684,000) but above market expectations. Sales were 5.3% below the year-earlier level.
The median sales price was $400,400, up 3.9% from August but still below the year-earlier level, as was the average price. Monthly median prices are sensitive to the mix of homes sold, so the rebound does not by itself signal broad price strength.
At the end of September, 476,000 new homes were available for sale, equal to 8.4 months of supply at the current sales pace, slightly lower than before but above the 8.2 months recorded a year earlier. Regionally, the South posted the largest monthly decline, down about 29,000 units, partly offset by a gain of about 25,000 in the West; year over year, the West accounted for the largest share of the national decline.
Major builders reporting last week described margin pressure, greater selectivity on markets, and heavier use of incentives such as mortgage-rate buydowns. PulteGroup CEO Ryan Marshall said the rapid increase in interest rates had stretched affordability further, made selling an existing home harder, and pushed more consumers to the sidelines. The National Association of Realtors previously reported existing-home sales rising 1.5% in September to an annual rate of 3.99 million.
来源：GSM·美国（原文链接）
图片来源：图：在建新屋木构架施工资料图，摄于Michigan州Pittsfield Township（Dwight Burdette，CC BY 3.0，Wikimedia Commons） / A new house under construction in Pittsfield Township, Michigan. Photo: Dwight Burdette, CC BY 3.0, via Wikimedia Commons.
