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房地产市场高频数据周报(03.03-03.09)-2025-03-06
Caixin Securities·2025-03-06 08:07

Group 1: Core Insights - The report highlights a significant increase in property sales in major cities, with Shenzhen experiencing a week-on-week increase of 87.26% in sales area from February 24 to March 2, 2025 [4][7][11] - The overall property sales area in 30 major cities increased by 40.01% week-on-week, with a year-on-year increase of 36.93% for the same period [16][18] - The report indicates a mixed performance in property sales across different city tiers, with first-tier cities showing a year-on-year increase of 17.47%, while second-tier cities saw a decrease of 13.07% [18][19] Group 2: Housing Price Dynamics - The average transaction price of new residential properties in Shanghai rose to 49,921.20 yuan per square meter, reflecting a week-on-week increase of 47.37% [33] - The national second-hand housing price index showed a decline, with first-tier cities down 9.27% year-on-year, and second-tier cities down 10.31% [33][34] - The average housing price-to-income ratio for 31 key cities stands at 19.11, with first-tier cities at 30.42 [35][36] Group 3: Inventory Situation - As of March 2, 2025, the available housing inventory in the top ten cities was 7,827.77 million square meters, with a depletion cycle of 77.43 weeks [50][51] - The national housing inventory as of December 2024 was 75,327 million square meters, reflecting a year-on-year increase of 10.60% [53][55] Group 4: Land Market Data - In the week of February 24 to March 2, 2025, 100 major cities saw a land supply of 502 plots, a week-on-week increase of 20.10%, but a year-on-year decrease of 31.79% [58] - The average land listing price in 100 major cities was 1,062.00 yuan per square meter, down 10.61% week-on-week and 14.49% year-on-year [68] - The land transaction premium rate in 100 major cities was 2.54%, a decrease of 15.85 percentage points from the previous week [69] Group 5: Real Estate Development Investment - As of December 2024, cumulative real estate development investment reached 1,002.80 billion yuan, a year-on-year decrease of 10.60% [76] - The total investment in real estate development plans was 961,721.12 billion yuan, down 5.50% year-on-year [85] - The actual funds received for real estate development in the current year totaled 1,635.02 billion yuan, reflecting a year-on-year decrease of 15.70% [88]