100-150平米面积段加起来约68%！青岛楼市已然是改善型的天下了？

Core Viewpoint - The new housing market in Qingdao showed a "flat" trend in July, with significant month-on-month declines in transaction volume and area, but year-on-year growth in area and total transaction value indicates market resilience [1][3]. Summary by Sections Market Performance - In July, Qingdao's new housing transactions totaled 4,558 units, covering an area of 597,700 square meters, with a total transaction value of 8.669 billion, reflecting a month-on-month decline of approximately 50% [1][3]. - Year-on-year, the number of units sold decreased by 4.3%, while the area and total transaction value increased by 2.07% and 5.17%, respectively [1][3]. Regional Distribution - The City of Qingdao's new residential transactions were concentrated in the Chengyang and West Coast areas, with Chengyang selling 928 units and West Coast selling 903 units in July [3]. - The Laoshan District ranked third with 306 units sold, indicating a demand for high-end improvement products in core urban areas [3]. Year-to-Date Performance - From January to July, Qingdao's new housing contracts reached 39,712 units, with a total area of 4.9771 million square meters and a total value of 70.542 billion, showing increases of 0.05%, 1.9%, and 2.8% year-on-year, respectively [4]. - The market has shifted towards improvement housing, with 68% of transactions in the 100-150 square meter range, indicating a growing demand for quality living spaces [4]. Market Health Indicators - The average de-stocking period for new residential properties in Qingdao is now 16.9 months, with significant regional variations [5]. - The shortest de-stocking periods are in the old Shibei District (11.1 months) and old Sifang District (11.8 months), driven by limited new supply and high demand [5][7]. Future Trends - The market is expected to continue differentiating, with a projected 38% reduction in land supply in the main urban areas by 2025, leading to sustained demand for high-end improvement housing [9]. - The demand for improvement housing is anticipated to grow, particularly in the 120-150 square meter segment, as younger populations and high-end talent migrate to Qingdao [9]. Developer Performance - The top 20 developers in Qingdao achieved a combined sales figure of approximately 44 billion, accounting for 47.8% of the city's new housing market [8]. - Developers are focusing on product upgrades and consumer needs to enhance competitive differentiation in a heated market [8].