Investment Rating - The report indicates a slight increase in new home sales and a more significant increase in second-hand home sales, suggesting a cautiously optimistic outlook for the real estate market in key cities [2][3]. Core Insights - In the week of July 15-21, 2024, new home sales in key cities increased by 0.49% month-on-month but decreased by 4.03% year-on-year, while second-hand home sales rose by 2.68% month-on-month and 35.15% year-on-year [2][3]. - Cumulative sales data for July 2024 shows new home sales up by 7.87% compared to the same period last year, and second-hand home sales up by 32.52% [2][3]. - The sentiment index for the 50 monitored cities stands at -0.87, indicating a slight improvement but remaining in a low mood zone for 22 consecutive weeks [2][13]. Summary by Sections New Home Sales - In the week of July 15-21, 2024, the new home sales volume in 15 key cities was 15,279 units, reflecting a month-on-month increase of 0.49% and a year-on-year decrease of 4.03% [3]. - Cumulative new home sales for July 2024 reached 52,447 units, marking a 14.57% increase compared to the previous month and a 7.87% increase year-on-year [3]. - Shanghai led the new home sales with a 59.65% increase, while Beijing and Shenzhen saw declines of 22.93% and no change, respectively [5][6]. Second-Hand Home Sales - The second-hand home sales volume in 10 key cities reached 18,523 units, with a month-on-month increase of 1.9% and a year-on-year increase of 32.52% [7]. - The second-hand home market is showing a steady upward trend, with two consecutive weeks of month-on-month increases and seven consecutive weeks of year-on-year increases [7][11]. - In the week of July 15-21, 2024, Hangzhou experienced the highest month-on-month increase in second-hand home sales at 10.05%, while Shanghai and Shenzhen saw declines of 8.53% and 1.71%, respectively [11][12]. Market Sentiment - The sentiment index for the 50 monitored cities is at -0.87, indicating a slight rise of 0.01 from the previous week, but the market sentiment remains weak due to ongoing supply-demand imbalances [13][14].
房地产行业重点城市楼市成交周报2024年第29周(7.15~7.21):第29周新房成交量环比微涨0.5%、二手房涨约3%,上海新房上涨60%领跑
2024-07-26 09:20