房地產(chǎn)行業(yè)：核心城市二手房新房周報(bào)第20期

1、 第 頁(yè) 報(bào)告正文第 31 周(7.28-8.03)，一線城市(北京深圳)二手房+新房成交套數(shù)合計(jì)值本周同比+5%，八月（自第 31 周）以來(lái)累計(jì)同比+5%。典型二線城市二手房+新房成交套數(shù)合計(jì)值本周同比-1%，八月以來(lái)累計(jì)同比-1%。第 31 周(7.28-8.03)，一線城市（北京、深圳）二手房成交套數(shù)本周同比-9%，環(huán)比-4%，八月以來(lái)累計(jì)同比-9%。一線城市(北京、上海、深圳)二手房掛牌價(jià)格調(diào)漲占比為 20%，相比上周-2 百分點(diǎn)，相對(duì)年初+0 百分點(diǎn)；二手房新增客源量 同比+34%，環(huán)比+0%。一線城市(北京、上海、深圳)新房成交套數(shù)本周同比-5%， 八月以來(lái)累計(jì)同比-5%。第 31

2、 周(7.28-8.03)，二線城市（杭州、南京、蘇州、無(wú)錫、廈門(mén)、成都、青島、佛山）二手房成交套數(shù)本周同比+16%，環(huán)比-5%，八月以來(lái)累計(jì)同比+16%。新房成交套數(shù)本周同比-11%，八月以來(lái)累計(jì)同比-11%。圖表 1、核心城市成交趨勢(shì)新房成交套數(shù)二手房成交套數(shù)合計(jì)成交套數(shù)年初至 7.27累計(jì)同比年初至 8.03累計(jì)同比第 31 周相對(duì)第 30 周環(huán)比年初至 7.27累計(jì)同比年初至 8.03累計(jì)同比第 31 周相對(duì)第 30 周環(huán)比年初至 7.27累計(jì)同比年初至 8.03累計(jì)同比第 31 周相對(duì)第 30 周環(huán)比北京99%99%73%-9%-9%-1%9%10%15%上海16%14%3%/深圳3

3、3%30%-6%-7%-7%-8%5%4%-7%濟(jì)南321%288%-16%/青島-22%-22%-17%-21%-19%-13%-22%-21%-16%大連-44%-47%/-14%-18%/-25%-28%/南京13%13%116%14%16%-5%14%15%23%無(wú)錫17%18%121%7%7%-14%12%13%41%蘇州23%17%-2%47%46%15%36%32%8%杭州-19%-18%32%-16%-16%-1%-18%-17%15%合肥13%11%-65%/佛山25%23%-30%34%29%-16%27%25%-27%惠州-5%-5%-11%/東莞9%11%-15%/廈門(mén)

4、185%196%112%210%202%0%204%201%36%武漢30%31%7%/成都134%123%-19%41%40%-10%83%79%-16%資料來(lái)源：Wind、 整理圖表 2、核心城市價(jià)格與客源趨勢(shì)成交價(jià)（萬(wàn)元）掛牌價(jià)（萬(wàn)元）價(jià)格調(diào)漲占比（%）新增客源量（萬(wàn)人）7.21-7.277.28-8.03環(huán)比7.21-7.277.28-8.03環(huán)比7.21-7.277.28-8.037.14-7.207.21-7.27環(huán)比北京6.26.1-2%6.26.42%11%10%2.92.8-6%上海5.05.13%5.25.20%21%20%2.42.4-2%深圳5.85.5-5%6.66.

5、50%32%29%1.41.618%天津2.52.4-6%2.62.61%11%10%1.51.3-16%石家莊1.51.50%1.71.7-2%16%14%0.20.312%廊坊1.71.81%2.12.10%15%11%0.10.1-4%濟(jì)南1.81.8-3%2.02.0-1%12%9%0.30.316%青島2.32.2-3%2.42.3-3%11%12%0.50.50%煙臺(tái)1.21.25%1.31.30%18%20%0.20.2-6%鄭州1.51.4-5%1.61.88%12%11%1.92.110%沈陽(yáng)1.11.24%1.21.2-1%41%41%0.81.015%大連1.41.42%

6、1.61.71%28%26%1.71.83%南京3.13.1-2%3.33.2-3%20%23%0.60.61%無(wú)錫1.41.613%1.81.97%32%41%0.10.1-4%蘇州2.42.56%3.12.9-6%47%41%1.00.7-30%杭州3.13.34%3.83.6-4%25%20%0.90.9-4%合肥1.71.6-1%1.71.70%26%27%0.70.6-7%惠州1.01.0-3%1.21.2-1%24%22%0.10.246%東莞1.91.8-3%2.22.20%36%36%0.20.2-13%廈門(mén)4.24.1-3%4.44.2-4%24%24%0.20.219%武漢

7、1.81.80%2.12.10%21%20%0.90.9-7%長(zhǎng)沙1.11.0-10%1.21.20%18%17%0.10.116%重慶1.31.31%1.41.4-1%19%18%2.12.13%成都1.51.52%1.71.72%23%21%6.35.8-7%西安1.51.5-1%1.61.71%23%21%0.60.6-10%資料來(lái)源：Wind、 整理一線成交量2018年2019年40%1500000%-2%-4%-6%20%1000000%50000-20%9%-9%-9%0-8%-10%-40%年初以來(lái)8月以來(lái)本周-60%-80%2018年2019年同比-100%-week1 wee

8、k4 week7 week10 week13 week16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52圖表 3、一線城市二手房成交量（套）圖表 4、一線城市二手房成交量累計(jì)同比（%）資料來(lái)源：Wind、 整理資料來(lái)源：Wind、 整理2018年2019年一線40%3530252015105025%20%15%10%5%0%-5%-10%-15%-20%-25%-30%圖表 5、一線城市二手房?jī)r(jià)格調(diào)漲占比（%）圖表 6、一線城市二手房新增客源同比（%）week1 week4

9、 week7 week10 week13 week16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52week1 week4 week7 week10 week13 week16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52資料來(lái)源：Wind、 整理資料來(lái)源：Wind、 整理二線成交量2018年2019年40000022%30000016%16%20000

10、0100000025%20%15%10%5%0%年初以來(lái)8月以來(lái)本周2018年2019年同比60%50%40%30%20%10%0%-10%-20%圖表 7、二線城市二手房成交量（套）圖表 8、二線城市二手房成交量累計(jì)同比（%）week1 week4 week7 week10 week13 week16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52資料來(lái)源：Wind、 整理資料來(lái)源：Wind、 整理2018年2019年二線60%60%5050%4040%3030%2020%

11、1010%00%圖表 9、二線城市二手房?jī)r(jià)格調(diào)漲比例（%）圖表 10、二線城市二手房新增客源同比（%）week1 week4 week7 week10 week13 week16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52week1 week4 week7 week10 week13 week16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52資料來(lái)源：

12、Wind、 整理資料來(lái)源：Wind、 整理a、北京2018年2019年40%2018年初至今累計(jì)變動(dòng)2019年初至今累計(jì)變動(dòng)20%0%-20%-40%-60%12%10%8%6%4%2%0%-2%-80%-100%week1 week4 week7 week10 week13 week16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52圖表 11、北京二手房成交量累計(jì)同比（%）圖表 12、北京均價(jià)變化（%）week1 week4 week7 week10 week13 wee

13、k16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52資料來(lái)源：Wind、 整理資料來(lái)源：Wind、 整理2018年2019年北京45%40353025201510505%0%-5%-10%-15%-20%-25%-30%-35%week1 week4 week7 week10 week13 week16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52圖表

14、13、北京價(jià)格調(diào)漲占比（%）圖表 14、北京新增客源同比（%）week1 week4 week7 week10 week13 week16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52資料來(lái)源：Wind、 整理資料來(lái)源：Wind、 整理圖表 15、北京價(jià)格調(diào)漲占比與成交量（%，套）80%70%60%50%40%30%20%10%2014-082014-122015-042015-082015-122016-042016-082016-122017-042017-082017

15、-122018-042018-082018-122019-040%調(diào)漲小區(qū)占比（MA3）二手房成交量（套，右軸，MA3）300002500020000150001000050000資料來(lái)源：Wind、 整理b、上海2018年2019年60%50%40%30%20%10%0%-10%-20%2018年初至今累計(jì)變動(dòng)2019年初至今累計(jì)變動(dòng)20%15%10%5%0%-5%-10%-15%圖表 16、上海二手房成交量累計(jì)同比（%）圖表 17、上海均價(jià)變化（%）week1 week4 week7 week10 week13 week16 week19 week22 week25 week28 week

16、31 week34 week37 week40 week43 week46 week49 week52資料來(lái)源：Wind、 整理資料來(lái)源：Wind、 整理2018年2019年上海35%30252015105060%50%40%30%20%10%0%-10%-20%-30%-40%圖表 18、上海價(jià)格調(diào)漲占比（%）圖表 19、上海新增客源同比（%）week5 week8 week11 week14 week17 week20 week23 week26 week29 week32 week35 week38 week41 week44 week47week50week1 week4 week7

17、week10 week13 week16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52資料來(lái)源：Wind、 整理資料來(lái)源：Wind、 整理圖表 20、上海價(jià)格調(diào)漲占比與成交量（%，套）30%25%20%15%10%5%0%調(diào)漲小區(qū)占比（MA3）二手房成交量（套，右軸，MA3）300002500020000150001000050002018-022018-032018-042018-052018-062018-072018-082018-092018-102018-1120

18、18-122019-012019-022019-032019-042019-052019-062019-070資料來(lái)源：Wind、 整理c、深圳2018年2019年200%150%100%50%0%-50%-100%2018年初至今累計(jì)變動(dòng)2019年初至今累計(jì)變動(dòng)20%15%10%5%0%-5%-10%圖表 21、深圳二手房成交量累計(jì)同比（%）圖表 22、深圳均價(jià)變化（%）week1 week4 week7 week10 week13 week16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 wee

19、k49 week52week1 week4 week7 week10 week13 week16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52資料來(lái)源：Wind、 整理資料來(lái)源：Wind、 整理2018年2019年深圳60%60%5050%4040%3030%2020%1010%00%圖表 23、深圳價(jià)格調(diào)漲占比（%）圖表 24、深圳新增客源同比（%）week1 week4 week7 week10 week13 week16 week19 week22 week25 we

20、ek28 week31 week34 week37 week40 week43 week46 week49 week52week1 week4 week7 week10 week13 week16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52資料來(lái)源：Wind、 整理資料來(lái)源：Wind、 整理圖表 25、深圳價(jià)格調(diào)漲占比與成交量（%，套）100%80%60%40%20%0%調(diào)漲小區(qū)占比（MA3）二手房成交量（套，右軸，MA3）160001400012000100008000

21、6000400020002015-072015-102016-012016-042016-072016-102017-012017-042017-072017-102018-012018-042018-072018-102019-012019-042019-070資料來(lái)源：Wind、 整理d、杭州2018年2019年0%-5%-10%-15%-20%-25%-30%-35%-40%-45%-50%2018年初至今累計(jì)變動(dòng)2019年初至今累計(jì)變動(dòng)20%15%10%5%0%-5%-10%-15%-20%-25%week1 week4 week7 week10 week13 week16 week1

22、9 week22 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52圖表 26、杭州二手房成交量累計(jì)同比（%）圖表 27、杭州均價(jià)變化（%）week1 week4 week7 week10 week13 week16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52資料來(lái)源：Wind、 整理資料來(lái)源：Wind、 整理2018年2019年杭州70%20%605010%400%3020-10%1

23、0-20%0-30%-40%圖表 28、杭州價(jià)格調(diào)漲占比（%）圖表 29、杭州新增客源同比（%）week1 week4 week7 week10 week13 week16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52week1 week4 week7 week10 week13 week16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52資料來(lái)源：Win

24、d、 整理資料來(lái)源：Wind、 整理圖表 30、杭州價(jià)格調(diào)漲占比與成交量（%，套）100%80%60%40%20%2014-082014-122015-042015-082015-122016-042016-082016-122017-042017-082017-122018-042018-082018-122019-040%調(diào)漲小區(qū)占比（MA3）二手房成交量（套，右軸，MA3）120001000080006000400020000資料來(lái)源：Wind、 整理e、南京2018年2019年30%2018年初至今累計(jì)變動(dòng)2019年初至今累計(jì)變動(dòng)20%10%0%-10%-20%-30%-40%-50%

25、15%10%5%0%-5%-10%圖表 31、南京二手房成交量累計(jì)同比（%）圖表 32、南京均價(jià)變化（%）week1 week4 week7 week10 week13 week16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52week1 week4 week7 week10 week13 week16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52資料來(lái)

26、源：Wind、 整理資料來(lái)源：Wind、 整理2018年2019年南京60%5040302010040%30%20%10%0%-10%-20%圖表 33、南京價(jià)格調(diào)漲占比（%）圖表 34、南京新增客源同比（%）week1 week4 week7 week10 week13 week16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52week1 week4 week7 week10 week13 week16 week19 week22 week25 week28 week31

27、 week34 week37 week40 week43 week46 week49 week52資料來(lái)源：Wind、 整理資料來(lái)源：Wind、 整理圖表 35、南京價(jià)格調(diào)漲占比與成交量（%，套）70%60%50%40%30%20%10%2014-082014-122015-042015-082015-122016-042016-082016-122017-042017-082017-122018-042018-082018-122019-040%調(diào)漲小區(qū)占比（MA3）二手房成交量（套，右軸，MA3）20000150001000050000資料來(lái)源：Wind、 整理f、蘇州2018年2019年

28、140%2018年初至今累計(jì)變動(dòng)2019年初至今累計(jì)變動(dòng)120%100%80%60%40%20%0%15%10%5%0%-5%-10%-15%圖表 36、蘇州二手房成交量累計(jì)同比（%）圖表 37、蘇州均價(jià)變化（%）week1 week4 week7 week10 week13 week16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52week1 week4 week7 week10 week13 week16 week19 week22 week25 week28 week

29、31 week34 week37 week40 week43 week46 week49 week52資料來(lái)源：Wind、 整理資料來(lái)源：Wind、 整理2018年2019年蘇州80%706050403020100140%120%100%80%60%40%20%0%-20%圖表 38、蘇州價(jià)格調(diào)漲占比（%）圖表 39、蘇州新增客源同比（%）week5 week8 week11 week14 week17 week20 week23 week26 week29 week32 week35 week38 week41 week44 week47week50week1 week4 week7 wee

30、k10 week13 week16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52資料來(lái)源：Wind、 整理資料來(lái)源：Wind、 整理圖表 40、蘇州價(jià)格調(diào)漲占比與成交量（%，套）70%60%50%40%30%20%10%0%調(diào)漲小區(qū)占比（MA3）二手房成交量（套，右軸，MA3）14000120001000080006000400020002018-022018-032018-042018-052018-062018-072018-082018-092018-102018-1

31、12018-122019-012019-022019-032019-042019-052019-062019-070資料來(lái)源：Wind、 整理g、成都2019年80%70%60%50%40%30%20%10%0%2018年初至今累計(jì)變動(dòng)2019年初至今累計(jì)變動(dòng)15%10%5%0%-5%-10%-15%圖表 41、成都二手房成交量累計(jì)同比（%）圖表 42、成都均價(jià)變化（%）week1 week4 week7 week10 week13 week16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 week

32、49 week52week1 week4 week7 week10 week13 week16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52資料來(lái)源：Wind、 整理資料來(lái)源：Wind、 整理2018年2019年成都70%605040302010090%80%70%60%50%40%30%20%10%0%圖表 43、成都價(jià)格調(diào)漲占比（%）圖表 44、成都新增客源同比（%）week1 week4 week7 week10 week13 week16 week19 week22

33、 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52week1 week4 week7 week10 week13 week16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52資料來(lái)源：Wind、 整理資料來(lái)源：Wind、 整理圖表 45、成都價(jià)格調(diào)漲占比與成交量（%，套）70%60%50%40%30%20%10%0%調(diào)漲小區(qū)占比（MA3）二手房成交量（套，右軸，MA3）14000120001000080006000400020002014-082014-122015-042015-082015-122016-042016-082017-052017-092018-012018-052018-092019-012019