2026年2月17日 15:04 UTC(路透社)
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美国加利福尼亚州恩西尼塔斯的一处多单元住宅建筑工地上,建筑工人正在施工。2025年10月6日。路透社/迈克·布莱克 [购买授权,新标签页打开]
华盛顿,2月17日(路透社) – 周二公布的一项调查显示,由于土地和建筑成本持续高企,以及房价相对于收入仍居高不下,导致潜在购房者望而却步,美国房屋建筑商信心在2月份进一步恶化。
美国全国房屋建筑商协会(NAHB)与富国银行联合发布的住房市场指数本月微降1点至36,连续22个月低于荣枯线50。
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路透社调查的经济学家此前预测该指数将攀升至38。
尽管特朗普政府试图通过购买抵押贷款支持证券以及禁止机构投资者购买独栋住宅等措施降低购房负担,但信心仍然低迷。
NAHB主席巴迪·休斯表示:”由于购房者反映负担能力面临挑战,建筑商降低了对未来销售的预期,这也导致消费者对整体经济的信心下降。”
“虽然大多数建筑商仍在采取购房激励措施,包括降价,但许多潜在购房者仍持观望态度。”
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唐纳德·特朗普总统实施的全面关税提高了建筑材料和家电价格,而其移民打击行动(包括突击建筑场地)削弱了劳动力供应。建筑用地也严重短缺。
疲软的住房需求导致新建房屋积压,这是建筑商面临的另一大挑战。
尽管报告降价的建筑商比例从1月份的40%降至九个月低点36%,但NAHB表示平均降价幅度仍保持在6%。
采用激励措施的比例保持在65%不变,这是连续第11个月超过60%。
调查中,当前销售状况指数稳定在41,未来销售预期指数下降3点至46,潜在购房者流量指数下降2点至22。
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NAHB首席经济学家罗伯特·迪茨表示:”解决住房市场问题的办法是出台政策,降低建筑成本曲线,增加可负担住房的供应。积极的一面是,通胀缓解应继续使抵押贷款和建筑商贷款的利率降低。”
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US homebuilder sentiment remains subdued amid affordability challenges
February 17, 2026 3:04 PM UTC / Reuters
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Construction crew members work on a multi-unit residential housing building in Encinitas, California, U.S., October 6, 2025. REUTERS/Mike Blake [Purchase Licensing Rights, opens new tab]
WASHINGTON, Feb 17 (Reuters) – U.S. homebuilder sentiment deteriorated in February, weighed down by persistently high land and construction costs as well as still-elevated house prices relative to incomes that are keeping prospective buyers on the sidelines, a survey showed on Tuesday.
The National Association of Home Builders/Wells Fargo Housing Market index eased one point to 36 this month, remaining below the 50 break-even point for 22 straight months.
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Economists polled by Reuters had forecast the index climbing to 38.
Confidence has remained depressed despite attempts by the Trump administration to make housing more affordable, including purchases of mortgage-backed securities and banning institutional investors from buying single-family homes.
“Builders reduced their expectations for future sales as buyers report affordability challenges, which is contributing to declining consumer confidence for the overall economy,” said NAHB Chairman Buddy Hughes.
“While the majority of builders continue to deploy buyer incentives, including price cuts, many prospective buyers remain on the sidelines.”
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President Donald Trump’s sweeping tariffs have raised prices for building materials and appliances, while his immigration crackdown, including raids at construction sites, has undercut labor supply. Building lots are also scarce.
Soft housing demand has led to an overhang of unsold new homes, another challenge confronting builders.
Though the share of builders reporting cutting prices fell to a nine-month low of 36% from 40% in January, the NAHB said the average price reduction remained at 6%.
The share using incentives was unchanged at 65%. It was the 11th consecutive month that this share has exceeded 60%.
The survey’s measure of current sales conditions was steady at 41, while its gauge of future sales fell three points to 46. A measure of prospective buyer traffic dropped two points to 22.
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“The solution for the housing market is the enactment of policies that will bend the construction cost curve and enable additional supply of attainable housing,” said NAHB chief economist Robert Dietz. “On the positive side, easing inflation should continue to allow lower interest rates for mortgages and builder loans.”
Reporting By Lucia Mutikani; Editing by Chizu Nomiyama
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