美国9月新屋销售降至年化67.6万套：库存47.6万套、供应量8.4个月，中位价40.04万美元
美国住房和城市发展部（HUD）与人口普查局2026年10月27日发布的数据显示，9月新建单户住宅销售经季节调整后年化为67.6万套，较8月下修后的68万套下降0.6%，较上年同期的71.4万套低5.3%。新屋销售以签署销售合同或接受定金时点计，房屋可处未开工、在建或已完工任一阶段。
库存方面，9月底待售新屋为47.6万套，较8月的48.1万套下降1.0%，较上年同期下降2.3%，按当前销售速度相当于8.4个月的供应量；其中已完工、可立即入住的库存为11.1万套。价格方面，9月新屋销售中位价为40.04万美元，较8月上涨3.9%，较上年同期的41.68万美元下降3.9%；平均售价为47.28万美元。
全美住宅建筑商协会（NAHB）主席 Bill Owens 表示，可负担性仍是潜在购房者面临的重大障碍，建筑商继续提供优惠并调整定价以吸引买家，但按揭利率高企与房价高位限制了能够负担购房的家庭数量。该协会预测与分析助理副总裁 Danushka Nanayakkara-Skillington 表示，新屋销售回落与建筑商信心走软一致，凸显住房需求对融资成本的持续敏感性，利率与可负担性的持续改善才有助于维持需求。
分地区看，今年以来累计新屋销售在东北部同比增长2.3%，在中西部下降0.5%、南部下降1.3%、西部下降9.2%。据路透社报道，房地美数据显示30年期固定按揭平均利率上周为7.32%；经济学家此前预期9月新屋销售约为65万套，实际结果好于预期。
US New Home Sales Slip to 676,000 Annual Rate in September; Median Price $400,400
Sales of newly built single-family homes decreased 0.6% in September to a seasonally adjusted annual rate of 676,000, following a downwardly revised August estimate of 680,000, according to data released on October 27, 2026, by the US Department of Housing and Urban Development (HUD) and the US Census Bureau. The pace was 5.3% lower than the 714,000 rate a year earlier. A new home sale is counted when a sales contract is signed or a deposit is accepted, and the home may be in any stage of construction.
New single-family home inventory in September fell to 476,000 units, down 1.0% from 481,000 in August and down 2.3% from a year ago, representing an 8.4 months' supply at the current sales pace. Completed, ready-to-occupy inventory stood at 111,000 homes. The median sales price of new homes sold in September was $400,400, up 3.9% from August but down 3.9% from $416,800 a year earlier; the average sales price was $472,800.
Bill Owens, chairman of the National Association of Home Builders (NAHB) and a home builder and remodeler from Worthington, Ohio, said affordability remains a significant hurdle for prospective home buyers, and that builders continue to offer incentives and adjust pricing, but elevated mortgage rates and high home prices are limiting the number of households that can afford to purchase a home. Danushka Nanayakkara-Skillington, NAHB's assistant vice president for forecasting and analysis, said the decline is consistent with softer builder sentiment and highlights the continued sensitivity of housing demand to financing costs, adding that sustained improvements in mortgage rates and affordability would help maintain demand.
Regionally, on a year-to-date basis, new home sales were up 2.3% in the Northeast and down 0.5% in the Midwest, 1.3% in the South and 9.2% in the West. According to Reuters, the average rate on a 30-year fixed-rate mortgage averaged 7.32% last week in Freddie Mac data, and economists had forecast September new home sales of about 650,000 units, making the actual result better than expected.
来源：GSM·美国（原文链接）
图片来源：图：Washington州Redmond一处新建住宅开发项目（资料图）。照片：Bri，CC BY-SA 4.0，经Wikimedia Commons。 / A new housing development in Redmond, Washington (file photo). Photo: Bri, CC BY-SA 4.0, via Wikimedia Commons.
