房地产行业周报：第41周新房成交同比增速回落，供销比回升

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 [24]. Core Insights - The new housing transaction area in 30 major cities for the week of October 4 to October 10, 2024, was 1.16 million square meters, a decrease of 42.4% week-on-week and a decrease of 49% year-on-year [4]. - The cumulative transaction area from October 1 to October 10, 2024, was 1.41 million square meters, down 23.3% from September 2024 and down 24% year-on-year [4]. - The real estate index was at 2160.3 points, a slight increase of 0.27% week-on-week, while the CSI 300 index was at 3887.2 points, up 4.95% week-on-week [6]. Summary by Sections New Housing Transactions - In the week of October 4 to October 10, 2024, the new housing transaction area in first-tier cities was 330,000 square meters, down 44% week-on-week and down 36% year-on-year [4]. - Second-tier cities saw a transaction area of 530,000 square meters, down 40.4% week-on-week and down 58% year-on-year [4]. - Third-tier cities recorded a transaction area of 300,000 square meters, down 43.8% week-on-week and down 40% year-on-year [4]. Second-Hand Housing Transactions - The transaction volume for second-hand housing in 18 cities for the week of October 4 to October 10, 2024, was 950,000 square meters, an increase of 7.8% week-on-week but down 45.9% year-on-year [5]. - Cumulatively, from October 1 to October 10, 2024, the second-hand housing transaction area was 970,000 square meters, down 51.9% from September 2024 and down 16% year-on-year [5]. Land Supply and Transactions - The land supply area for the week was 18.04 million square meters, with a transaction area of 6.69 million square meters, resulting in a supply-to-sales ratio of 2.70 [5]. - The cumulative land supply area for the year in 100 major cities was 67.682 million square meters, down 14% year-on-year, while the cumulative transaction area was 55.719 million square meters, down 10.1% year-on-year [5]. Market Performance - The real estate index has shown a year-to-date decline of 0.48%, while the CSI 300 index has increased by 13.29% [6]. - Notable declines in stock prices for major real estate companies include New Town Holdings down 3.83%, Vanke A down 6.38%, and China Overseas Development down 16.70% [6].