摩根士丹利：中国房地产_每周数据库追踪#39

Investment Rating - The industry investment rating is "In-Line" according to the report from Morgan Stanley Research [6] Core Insights - Weekly primary unit sales increased by 77% year-over-year (YoY) but decreased by 31% week-over-week (WoW) [1] - Weekly secondary unit sales decreased by 38% YoY and 84% WoW, indicating a significant drop in market activity [3] - The total sell-through rate for the week was 23%, down from 49% in the previous week, primarily due to the National Day Holiday affecting sales registration [4] Section Summaries Section 1: Weekly Primary Market Data - In Tier 1 cities, primary unit sales were up 55% YoY but down 52% WoW [2] - Tier 2 cities saw a 99% YoY increase in primary unit sales, with a 30% WoW decrease [2] - Tier 3 cities experienced a 30% YoY increase and a 22% WoW decrease in primary unit sales [2] Section 2: Weekly Secondary Market Data - Tier 1 cities had a 18% YoY increase in secondary unit sales but a 74% WoW decrease [3] - Tier 2 cities saw a 66% YoY decrease and a 91% WoW decrease in secondary unit sales [3] - Beijing performed the best among Tier 1 cities with a 32% YoY increase [3] Section 3: Monthly Primary Market Data - The report includes data on unit sales and price index changes, although specific figures are not detailed in the provided content [7] Section 4: Monthly Secondary Market Data - Similar to the primary market, this section covers unit sales and price index changes, with no specific figures provided in the content [7] Section 5: Developers' Monthly Sales - This section is expected to provide insights into the sales performance of various developers, but specific data is not included in the provided content [7]