香港地产月报(2026.1)：“淡季不淡” 房价加速回升；核心商写空置率环比下行

中金公司02-12

行业动态行业近况我们已建立针对中国香港不动产市场（含住宅与商业）监测体系，并更新2026 年1 月市场数据；本篇报告为此系列市场监测报告首篇，后续在每月上旬定期更新。评论一手私宅成交额同比翻倍有余，恒基等头部开发商表现亮眼。1月一手私宅成交套数均环比持平略跌，显著强于历史岁尾年初走势（2021-2025 年平均环比-33%），对应成交金额同比大增148%至192 亿港元。我们监测6 家重点港资...

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