房地产行业周报：第39周新房成交同比增速回升，供销比回落

Investment Rating - The report does not explicitly state an investment rating for the real estate industry, but it provides insights into market performance and trends [6][33]. Core Insights - The new housing transaction area in 30 major cities for the 39th week of 2024 was 1.87 million square meters, a decrease of 45% year-on-year [4]. - The cumulative transaction area from September 1 to 26, 2024, was 5.12 million square meters, down 39% year-on-year [4]. - The real estate index increased by 20.52% week-on-week, while the Shanghai and Shenzhen 300 index rose by 15.70% [6]. - The land supply area for the week was 8.99 million square meters, with a transaction area of 10.38 million square meters, resulting in a supply-to-sales ratio of 0.87 [5]. Summary by Sections New Housing Transactions - In the 39th week of 2024, the new housing transaction area in first-tier cities was 420,000 square meters, down 59% year-on-year [4]. - Second-tier cities saw a transaction area of 930,000 square meters, down 44% year-on-year, while third-tier cities recorded 520,000 square meters, down 29% year-on-year [4]. Second-Hand Housing Transactions - The transaction volume of second-hand housing in 18 cities for the 38th week of 2024 was 1.51 million square meters, down 13.1% year-on-year [5]. - Cumulative second-hand housing transactions from September 1 to 26, 2024, were 5.13 million square meters, down 8% year-on-year [5]. Land Supply and Transactions - The cumulative land supply area in the top 100 cities was 63,247 million square meters, down 15% year-on-year, while the cumulative transaction area was 52,556 million square meters, down 11.4% year-on-year [5]. - The average land premium rate was 3%, with first-tier cities showing a premium rate of 0% [5]. Real Estate Index Performance - The real estate index stood at 2154.5 points, with a year-to-date decline of 0.75% [6]. - Notable stock performances included a 31.19% increase for Overseas Chinese Town A and a 27.56% increase for Vanke A [6].