房地產(chǎn)行業(yè)動態(tài)分析中央會議定調(diào)，因城施策、分類指導

1、內(nèi)容目錄內(nèi)容目錄1.市場跟蹤市場跟蹤..........................................................................................................................................................................................................

2、..........................................................................................................................31.1.行業(yè)動態(tài).........................................................................................

3、..............................................................31.2.個股動態(tài).....................................................................................................................................................

4、..42.住房成交與可售（統(tǒng)計區(qū)間：住房成交與可售（統(tǒng)計區(qū)間：18.12.1418.12.20）................................................................................................................................................................42.1.一手房成交..

5、................................................................................................................................................42.2.二手房成交..................................................................

6、................................................................................52.3.可售庫存...................................................................................................................................

7、....................63.土地供應與成交（統(tǒng)計區(qū)間土地供應與成交（統(tǒng)計區(qū)間18.12.1018.12.16）............................................................................................................................................................

8、..........74.投資建議投資建議.......................................................................................................................................................................................................

9、.............................................................................................................................85.風險提示風險提示....................................................................................

10、............................................................................................................................................................................................................................

11、....................9圖表目錄圖表目錄圖1：申萬一級房地產(chǎn)行業(yè)周換手率.................................................................................................................3圖2：申萬一級行業(yè)周換手率................................................

12、................................................................................3圖3：申萬一級行業(yè)周收益率..............................................................................................................................

13、.4圖4：申萬一級行業(yè)風險溢價................................................................................................................................4圖5：周漲幅前十與跌幅前十個股情況...........................................................

14、...................................................4圖6：一手房成交套數(shù)（按城市能級分類）.....................................................................................................5圖7：一手房成交套數(shù)同環(huán)比、累計同比.............................

15、............................................................................5圖8：一手房成交面積（按城市能級分類）.....................................................................................................5圖9：一手房成交面積同環(huán)比、累計同比....

16、.....................................................................................................5圖10：二手房成交套數(shù)...........................................................................................................

17、................................6圖11：二手房成交套數(shù)同環(huán)比、累計同比.......................................................................................................6圖12：二手房成交面積.....................................................

18、......................................................................................6圖13：二手房成交面積同環(huán)比、累計同比.......................................................................................................6圖14：可售庫存..

19、.......................................................................................................................................................7圖15：可售庫存同環(huán)比.........................................................

20、..................................................................................7圖16：去化周期.................................................................................................................................

21、........................7圖17：供應規(guī)劃建筑面積.......................................................................................................................................8圖18：掛牌均價.......................................

22、..................................................................................................................8圖19：成交總價.................................................................................................

23、........................................................8圖20：成交總建面.....................................................................................................................................................8圖21：

24、成交樓面價.....................................................................................................................................................8圖22：土地溢價率........................................................

25、.............................................................................................8圖3：申萬一級行業(yè)：申萬一級行業(yè)周收益率周收益率圖4：申萬一級行業(yè)風險溢價：申萬一級行業(yè)風險溢價資料來源：wind、資料來源：wind、1.2.個股動態(tài)本周漲幅前十與跌幅前十個股如下：圖5：周漲幅前十與跌幅前十個股情況：周漲幅前十與跌幅前十個股情況資料

26、來源：wind、2.住房成交與可售（統(tǒng)計區(qū)間：住房成交與可售（統(tǒng)計區(qū)間：18.12.1418.12.20）2.1.一手房成交全國全國41城一手房成交套數(shù)城一手房成交套數(shù)4.37萬套，同比提升9.49%，環(huán)比提升5.81%，累計同比下降8.34%；其中，一線4城成交套數(shù)0.89萬套，同比上升38.09%，環(huán)比上升24.15%，累計同比下降2.75%；二線19城成交套數(shù)2.67萬套，同比上升12.72%，環(huán)比下降1.16%，累計同比下降9.