房地产行业周报：第42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 that can inform investment decisions [26]. Core Insights - The new housing transaction area in 30 major cities reached 2.71 million square meters in the 42nd week of 2024, showing a 134% increase from the previous week and a 6% increase year-on-year [4]. - The cumulative transaction area from October 1 to 17, 2024, was 4.12 million square meters, a 43.5% increase from September 2024 but a 4% decrease year-on-year [5]. - The real estate index increased by 3.22% week-on-week, while the Shanghai and Shenzhen 300 index rose by 5.98% [6]. Summary by Sections New Housing Transactions - In the 42nd week of 2024, the new housing transaction area in first-tier cities was 820,000 square meters, up 148% week-on-week and up 24% year-on-year [4]. - Second-tier cities saw a transaction area of 990,000 square meters, down 14% year-on-year, while third-tier cities recorded 910,000 square meters, up 204% week-on-week and up 76% year-on-year [4]. Second-Hand Housing Transactions - From October 1 to 17, 2024, the cumulative transaction area for second-hand housing in 18 cities was 3.15 million square meters, a slight increase of 1.6% from September 2024 but a decrease of 4.5% year-on-year [5]. - First-tier cities accounted for 863,000 square meters, up 13.7% from September 2024 and up 66% year-on-year [5]. Land Supply and Transactions - The land supply area in the last week was 19.61 million square meters, with a transaction area of 21.42 million square meters, resulting in a supply-to-sales ratio of 0.92 [5]. - Cumulatively, the land supply area in the top 100 cities was 69,660 million square meters, down 13% year-on-year, while the total land transaction area was 57,906 million square meters, down 9.2% year-on-year [5]. Market Performance - The real estate index has shown a year-to-date increase of 2.45%, while the Shanghai and Shenzhen 300 index has increased by 14.40% [6]. - Notable stock performances include a 0.56% increase for Gemdale Group and a 0.32% increase for Vanke A, while other companies like Sunac China and China Resources Land saw declines of 3.60% and 3.68%, respectively [6].