房地产行业：核心城市二手房新房周报第20期

1、 第 页 报告正文第 31 周(7.28-8.03)，一线城市(北京深圳)二手房+新房成交套数合计值本周同比+5%，八月（自第 31 周）以来累计同比+5%。典型二线城市二手房+新房成交套数合计值本周同比-1%，八月以来累计同比-1%。第 31 周(7.28-8.03)，一线城市（北京、深圳）二手房成交套数本周同比-9%，环比-4%，八月以来累计同比-9%。一线城市(北京、上海、深圳)二手房挂牌价格调涨占比为 20%，相比上周-2 百分点，相对年初+0 百分点；二手房新增客源量 同比+34%，环比+0%。一线城市(北京、上海、深圳)新房成交套数本周同比-5%， 八月以来累计同比-5%。第 31

2、 周(7.28-8.03)，二线城市（杭州、南京、苏州、无锡、厦门、成都、青岛、佛山）二手房成交套数本周同比+16%，环比-5%，八月以来累计同比+16%。新房成交套数本周同比-11%，八月以来累计同比-11%。图表 1、核心城市成交趋势新房成交套数二手房成交套数合计成交套数年初至 7.27累计同比年初至 8.03累计同比第 31 周相对第 30 周环比年初至 7.27累计同比年初至 8.03累计同比第 31 周相对第 30 周环比年初至 7.27累计同比年初至 8.03累计同比第 31 周相对第 30 周环比北京99%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%济南321%288%-16%/青岛-22%-22%-17%-21%-19%-13%-22%-21%-16%大连-44%-47%/-14%-18%/-25%-28%/南京13%13%116%14%16%-5%14%15%23%无锡17%18%121%7%7%-14%12%13%41%苏州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%/东莞9%11%-15%/厦门

4、185%196%112%210%202%0%204%201%36%武汉30%31%7%/成都134%123%-19%41%40%-10%83%79%-16%资料来源：Wind、 整理图表 2、核心城市价格与客源趋势成交价（万元）挂牌价（万元）价格调涨占比（%）新增客源量（万人）7.21-7.277.28-8.03环比7.21-7.277.28-8.03环比7.21-7.277.28-8.037.14-7.207.21-7.27环比北京6.26.1-2%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%石家庄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%济南1.81.8-3%2.02.0-1%12%9%0.30.316%青岛2.32.2-3%2.42.3-3%11%12%0.50.50%烟台1.21.25%1.31.30%18%20%0.20.2-6%郑州1.51.4-5%1.61.88%12%11%1.92.110%沈阳1.11.24%1.21.2-1%41%41%0.81.015%大连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%无锡1.41.613%1.81.97%32%41%0.10.1-4%苏州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%东莞1.91.8-3%2.22.20%36%36%0.20.2-13%厦门4.24.1-3%4.44.2-4%24%24%0.20.219%武汉

7、1.81.80%2.12.10%21%20%0.90.9-7%长沙1.11.0-10%1.21.20%18%17%0.10.116%重庆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%资料来源：Wind、 整理一线成交量2018年2019年40%1500000%-2%-4%-6%20%1000000%50000-20%9%-9%-9%0-8%-10%-40%年初以来8月以来本周-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图表 3、一线城市二手房成交量（套）图表 4、一线城市二手房成交量累计同比（%）资料来源：Wind、 整理资料来源：Wind、 整理2018年2019年一线40%3530252015105025%20%15%10%5%0%-5%-10%-15%-20%-25%-30%图表 5、一线城市二手房价格调涨占比（%）图表 6、一线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资料来源：Wind、 整理资料来源：Wind、 整理二线成交量2018年2019年40000022%30000016%16%20000

10、0100000025%20%15%10%5%0%年初以来8月以来本周2018年2019年同比60%50%40%30%20%10%0%-10%-20%图表 7、二线城市二手房成交量（套）图表 8、二线城市二手房成交量累计同比（%）week1 week4 week7 week10 week13 week16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52资料来源：Wind、 整理资料来源：Wind、 整理2018年2019年二线60%60%5050%4040%3030%2020%

11、1010%00%图表 9、二线城市二手房价格调涨比例（%）图表 10、二线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资料来源：

12、Wind、 整理资料来源：Wind、 整理a、北京2018年2019年40%2018年初至今累计变动2019年初至今累计变动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图表 11、北京二手房成交量累计同比（%）图表 12、北京均价变化（%）week1 week4 week7 week10 week13 wee

13、k16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52资料来源：Wind、 整理资料来源：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图表

14、13、北京价格调涨占比（%）图表 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资料来源：Wind、 整理资料来源：Wind、 整理图表 15、北京价格调涨占比与成交量（%，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%调涨小区占比（MA3）二手房成交量（套，右轴，MA3）300002500020000150001000050000资料来源：Wind、 整理b、上海2018年2019年60%50%40%30%20%10%0%-10%-20%2018年初至今累计变动2019年初至今累计变动20%15%10%5%0%-5%-10%-15%图表 16、上海二手房成交量累计同比（%）图表 17、上海均价变化（%）week1 week4 week7 week10 week13 week16 week19 week22 week25 week28 week

16、31 week34 week37 week40 week43 week46 week49 week52资料来源：Wind、 整理资料来源：Wind、 整理2018年2019年上海35%30252015105060%50%40%30%20%10%0%-10%-20%-30%-40%图表 18、上海价格调涨占比（%）图表 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资料来源：Wind、 整理资料来源：Wind、 整理图表 20、上海价格调涨占比与成交量（%，套）30%25%20%15%10%5%0%调涨小区占比（MA3）二手房成交量（套，右轴，MA3）300002500020000150001000050002018-022018-032018-042018-052018-062018-072018-082018-092018-102018-1120

18、18-122019-012019-022019-032019-042019-052019-062019-070资料来源：Wind、 整理c、深圳2018年2019年200%150%100%50%0%-50%-100%2018年初至今累计变动2019年初至今累计变动20%15%10%5%0%-5%-10%图表 21、深圳二手房成交量累计同比（%）图表 22、深圳均价变化（%）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资料来源：Wind、 整理资料来源：Wind、 整理2018年2019年深圳60%60%5050%4040%3030%2020%1010%00%图表 23、深圳价格调涨占比（%）图表 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资料来源：Wind、 整理资料来源：Wind、 整理图表 25、深圳价格调涨占比与成交量（%，套）100%80%60%40%20%0%调涨小区占比（MA3）二手房成交量（套，右轴，MA3）160001400012000100008000

21、6000400020002015-072015-102016-012016-042016-072016-102017-012017-042017-072017-102018-012018-042018-072018-102019-012019-042019-070资料来源：Wind、 整理d、杭州2018年2019年0%-5%-10%-15%-20%-25%-30%-35%-40%-45%-50%2018年初至今累计变动2019年初至今累计变动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图表 26、杭州二手房成交量累计同比（%）图表 27、杭州均价变化（%）week1 week4 week7 week10 week13 week16 week19 week22 week25 week28 week31 week34 week37 week40 week43 week46 week49 week52资料来源：Wind、 整理资料来源：Wind、 整理2018年2019年杭州70%20%605010%400%3020-10%1

23、0-20%0-30%-40%图表 28、杭州价格调涨占比（%）图表 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资料来源：Win

24、d、 整理资料来源：Wind、 整理图表 30、杭州价格调涨占比与成交量（%，套）100%80%60%40%20%2014-082014-122015-042015-082015-122016-042016-082016-122017-042017-082017-122018-042018-082018-122019-040%调涨小区占比（MA3）二手房成交量（套，右轴，MA3）120001000080006000400020000资料来源：Wind、 整理e、南京2018年2019年30%2018年初至今累计变动2019年初至今累计变动20%10%0%-10%-20%-30%-40%-50%

25、15%10%5%0%-5%-10%图表 31、南京二手房成交量累计同比（%）图表 32、南京均价变化（%）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资料来

26、源：Wind、 整理资料来源：Wind、 整理2018年2019年南京60%5040302010040%30%20%10%0%-10%-20%图表 33、南京价格调涨占比（%）图表 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资料来源：Wind、 整理资料来源：Wind、 整理图表 35、南京价格调涨占比与成交量（%，套）70%60%50%40%30%20%10%2014-082014-122015-042015-082015-122016-042016-082016-122017-042017-082017-122018-042018-082018-122019-040%调涨小区占比（MA3）二手房成交量（套，右轴，MA3）20000150001000050000资料来源：Wind、 整理f、苏州2018年2019年

28、140%2018年初至今累计变动2019年初至今累计变动120%100%80%60%40%20%0%15%10%5%0%-5%-10%-15%图表 36、苏州二手房成交量累计同比（%）图表 37、苏州均价变化（%）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资料来源：Wind、 整理资料来源：Wind、 整理2018年2019年苏州80%706050403020100140%120%100%80%60%40%20%0%-20%图表 38、苏州价格调涨占比（%）图表 39、苏州新增客源同比（%）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资料来源：Wind、 整理资料来源：Wind、 整理图表 40、苏州价格调涨占比与成交量（%，套）70%60%50%40%30%20%10%0%调涨小区占比（MA3）二手房成交量（套，右轴，MA3）14000120001000080006000400020002018-022018-032018-042018-052018-062018-072018-082018-092018-102018-1

31、12018-122019-012019-022019-032019-042019-052019-062019-070资料来源：Wind、 整理g、成都2019年80%70%60%50%40%30%20%10%0%2018年初至今累计变动2019年初至今累计变动15%10%5%0%-5%-10%-15%图表 41、成都二手房成交量累计同比（%）图表 42、成都均价变化（%）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资料来源：Wind、 整理资料来源：Wind、 整理2018年2019年成都70%605040302010090%80%70%60%50%40%30%20%10%0%图表 43、成都价格调涨占比（%）图表 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资料来源：Wind、 整理资料来源：Wind、 整理图表 45、成都价格调涨占比与成交量（%，套）70%60%50%40%30%20%10%0%调涨小区占比（MA3）二手房成交量（套，右轴，MA3）14000120001000080006000400020002014-082014-122015-042015-082015-122016-042016-082017-052017-092018-012018-052018-092019-012019