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30城市6月房价创2010年以来新高 东部地区率先反弹--亲稳网络舆情监测室
2012-08-04

  (来源:上海易居房地产研究院)

(source:Shanghai enjoysmart real estate research institute)

  7月27日上海易居房地产研究院出炉了最新报告《7月典型城市房地产市场成交结构研究报告》,报告指出,2012年上半年,商品住宅成交量整体呈现波浪式上行的态势,继4月份冲高回落后连续两个月环比上涨,市场回稳趋势进一步明显。虽然7月以来中央调控动作频频,国务院也派出了8个督查组,强化调控效果,市场可能因此有所降温,但三季度成交仍将淡季不淡,成交活跃态势还将沿续,下半年成交量可能超过上半年。

July 27, Shanghai enjoysmart real estate research institute emerged on the new report《July typical urban real estate market clinch a deal structure research report》,The report points out that,In the first half of 2012,Overall, the volume of commodity residential house on the upward trend wave upon wave,The rush back in April after high for two y/y rise,Markets rose further obvious trend。Although the central control action since July frequently,The state council also sent the eight DuZhaZu,Strengthen control effect,Markets may therefore has cooled,But the third quarter to clinch a deal will still not light off-season,Clinch a deal will continue for active situation,The second half of may, the volume of more than the first half of the year。

  一、 30个典型城市总体情况

a、 30 typical cities general condition

  (一) 商品住宅成交量:创近17个月新高

(a) Commodity residential house in volume:And almost 17 months high

  6月份,30个典型城市商品住宅成交面积为2001万平方米,创近17个月的新高,环比增长13.3%,同比增长47.9%。2012年上半年,商品住宅成交量整体呈现波浪式上行的态势,继4月份冲高回落后连续两个月环比上涨,市场回稳趋势进一步明显。6月成交量的上升,说明市场人气持续升温,很多购房者对后市的预期转好,甚至在部分“日光盘”的刺激下,个别地方出现了恐慌情绪。究其原因,一方面是积压的购房需求继续释放,加之房企促销降价,有效刺激了刚性需求的增长;另一方面由于多地政策微调,以及中央货币政策的调整,也为购房者缓解了一定的购房压力,增强了入市的信心。上海易居房地产研究院研究员吴晓君认为,虽然7月以来中央调控动作频频,国务院也派出了8个督查组,强化调控效果,市场可能因此有所降温,但三季度成交仍将淡季不淡,成交活跃态势还将沿续,下半年成交量可能超过上半年。

June,30 typical cities clinch a deal the commodity residential house area of 20.01 million sq. Meters,And almost 17 months of high,Annulus comparing growth of 13.3%,Year-on-year growth of 47.9%。In the first half of 2012,Overall, the volume of commodity residential house on the upward trend wave upon wave,The rush back in April after high for two y/y rise,Markets rose further obvious trend。June volume up,It is illustrated that the market popularity continues to heat up,A lot of the person that buy a house is expected to turn to the good,Even in part“Th CD”stimulating,Individual places the panic。Investigate its reason,One is the backlog of pent-up demand continues to release,Together with room enterprises promotion price cut,The effective stimulation the rigid demand;On the other hand because many policy fine-tuning,As well as the central monetary policy adjustments,For homeowners also ease the must purchase of the pressure,Strengthen the confidence of the market。Shanghai real estate research institute WuXiaoJun enjoysmart researchers think,Although the central control action since July frequently,The state council also sent the eight DuZhaZu,Strengthen control effect,Markets may therefore has cooled,But the third quarter to clinch a deal will still not light off-season,Clinch a deal will continue for active situation,The second half of may, the volume of more than the first half of the year。

  图1 30个典型城市商品住宅成交量走势

Figure 1 30 typical cities commodity residential volume trends

数据来源:CRIC数据来源:CRIC Data sources:CRIC

  (二) 商品住宅成交均价:再创去年以来新高

(two) The price for the commodity residential house:Create a record high since last year

  6月份,30个典型城市商品住宅成交均价为9663元/平方米,创下2010年以来新高,环比增长3.5%,同比增长0.9%。2012年上半年成交均价基本处于平台整理阶段,5、6月份持续上扬。随着成交量的持续回升,房价出现止跌反弹的苗头也属正常,这与国家统计局刚刚公布的70个大中城市住宅销售价格变动情况也较为一致。在这种情况下,国家近期已经展开新一轮调控,例如国务院对16个省市贯彻落实房地产调控政策措施情况开展专项督查等,但鉴于经济稳增长的压力也很大,此时不宜过度打压房地产市场。预计下三季度房价可能出现盘整,快则四季度,慢则明年上半年,仍将进入振荡式的小幅上升通道。

June,30 typical cities commodity residential house the price for 9663 yuan/square metre,Set a record high since 2010,Annulus comparing growth of 3.5%,Year-on-year growth of 0.9%。In the first half of 2012 the price in basic platform arrangement stage,5、Rising in June。Along with the volume continue to rise,House prices rebound in the first hint of reason is normal,This and the national bureau of statistics just released in 70 major city residential sales price changes also more consistent。In this case,The recently has been the launch of a new round of regulation,For example the state council on 16 provinces and cities in the implementation of the real estate regulation policy measures to launch special supervision, etc,But given the growth of economic stability stressful,This time shoulds not be too down the real estate market。Under the house might appear in the third quarter is expected to consolidation,Fast is the fourth quarter,Slow is the first half of next year,Still will enter the oscillation of a modest increase in the channel。

  图2 30个典型城市商品住宅成交均价走势

Figure 2 30 typical cities commodity residential house the price movements

   数据来源:CRIC数据来源:CRIC Data sources:CRIC

  二、 东、中、西部比较

two、 east、in、West is

  (一)总体比较:6月西部城市反弹力度远大于东、中部城市

(a)General comparison:June rebound strength in western cities far east、Central city

  6月份,东、中、西部城市住宅成交面积环比增幅分别为10.5%、13.4%与18.0%,同比增幅分别为35.5%、29.0%与103.2%。如下图所示,东、中、西部典型城市的成交量变化方向基本同步,2012年1月3个地区典型城市的成交量同时创下2009年来历史新低,又同时在2月份开始出现反弹的趋势,4月冲高回落后连续两个月回升。6月西部地区反弹力度最大,成交量创下近17个月新高,环比同比增幅均最为明显,原因之一是西部地区去年同期成交量处于历史低位,市场表现较差,而同期东、中部则强于西部。

June,east、in、The western city residential area of annulus comparing growth clinch a deal are 10.5%、13.4% and 18.0%,Respectively year-on-year rate of increase of 35.5%、29.0% and 103.2%。As below,east、in、The western typical cities volume change direction basic synchronization,3 January 2012 in a typical cities in the volume of sales and set 2009 years record lows,And at the same time in February began to appear the bounce of the trend,April rushed back high after two consecutive months to bounce back。June in the western region of the most aggressive rebound,Volume set almost 17 months high,Annulus comparing year-on-year rate of increase are the most obvious,One reason is the western region, the volume of the same period last year in historical low,Poor market performance,Over the same period, the east、Is stronger than the west central。

  图3 东、中、西部典型城市商品住宅成交量走势

Figure 3 east、in、The western typical cities commodity residential volume trends

数据来源:CRIC数据来源:CRIC Data sources:CRIC

  (二)东部城市:成交价创历史新高

(two)The eastern city of:Clinch a deal valence a record

  6月份,东部典型城市商品住宅成交面积环比增长10.5%,同比增长35.5%,较5月再次大幅上涨,创下近17个月新高。近两月的成交量已经全面超越了10年和11年的月均水平,事实上目前市场可以说已经接近本轮限购政策出台前的水平。

June,The eastern typical cities commodity residential area increased by 10.5% month-on-month clinch a deal,Year-on-year growth of 35.5%,More may rise sharply again,Set in 17 months high。Nearly two months in the volume of sales have full beyond for 10 years and 11 years of the average monthly level,In fact at present the market can say has been close to this 限购 policies to the level before。

  成交均价方面,环比增长6.6%,同比增长7.3%,自2011年以来东部地区典型城市成交均价首次超过13000元/平方米,再创历史新高。成交均价稳步上升趋势明显,整体来看,今年上半年行情回暖,市场活跃度明显好于去年。

The price of,Annulus comparing growth of 6.6%,Year-on-year growth of 7.3%,Since 2011 the eastern region typical cities for the first time the price of more than 13000 yuan/square metre,Hit a record high。The price rise steadily trend is obvious,The whole,In the first half of this year market buoyancy,Market is active degree was significantly better than last year。

  图4 东部典型城市商品住宅成交走势

Figure 4 typical eastern city clinch a deal the commodity residential house movements

  
数据来源:CRIC数据来源:CRIC Data sources:CRIC

  (二)中部城市:创下近18个月新高

(two)Central city:In the past 18 months high

  6月份,中部典型城市商品住宅成交面积环比增长13.4% ,同比增长29.0%,创下近18个月新高。与东部城市相似,近两月的成交量也已经全面超越了10年和11年的月均水平,已经回归到本轮限购政策出台前的水平。

June,Typical commodity residential house in central city area increased by 13.4% month-on-month clinch a deal ,Year-on-year growth of 29.0%,In the past 18 months high。And the eastern city of similar,Nearly two months in the volume of sales have also full beyond for 10 years and 11 years of the average monthly level,Have to return to this 限购 policies to the level before。

  成交均价方面,环比增长0.3%,同比下降4.6%。中部典型城市成交均价在2011年9月达到历史高点后,开始缓慢下滑,至今仍然处于下滑通道之中,2012年上半年波动幅度较小,5、6月基本持平。

The price of,Annulus comparing growth of 0.3%,4.6% year-on-year drop。The central typical cities the price in September 2011 after reached record high,Began to slow down,Still in the decline of channels,In the first half of 2012 small fluctuations,5、June is flat。

  图5 中部典型城市商品住宅成交走势

Figure 5 typical commodity residential house in central city clinch a deal the trend

数据来源:CRIC(三) 西部城市:成交量创下近17个月新高 (three) Western city:Volume set almost 17 months high

  6月份,西部典型城市商品住宅成交面积环比增长18.0%,同比增长103.2%,创下近18个月新高。与东、中部城市相似,近两月的成交量也已经全面超越了10年和11年的月均水平,接近本轮限购政策出台前的水平。

June,The western typical cities commodity residential area increased by 18.0% month-on-month clinch a deal,Year-on-year growth of 103.2%,In the past 18 months high。And east、Central city similar,Nearly two months in the volume of sales have also full beyond for 10 years and 11 years of the average monthly level,Close to this 限购 policies to the level before。

  成交均价方面,6月份成交均价环比下降0.04%,同比下降1.8%。从2011年2月份开始,成交均价开始出现波浪式下行,2012年2月份之后,出现明显反弹,5、6月份成交均价都超过了2011年的平均水平。

The price of,In June the price dropped by 0.04% month-on-month,1.8% year-on-year drop。From February 2011 began,The price rises began to appear the downside,2012 years after the February,Significant rebound,5、In June, the price is more than the 2011 average。

  图6 西部典型城市商品住宅成交走势

Figure 6 western typical cities clinch a deal the commodity residential house movements

  
数据来源:CRIC三、 一、二、三线城市比较 three、 a、two、Three city comparison

  (一)总体比较:5、6月一线城市反弹力度大于二线、三线城市

(a)General comparison:5、June a line rebound strength greater than 2 line city、Three city

  6月份,一、二、三线城市商品住宅成交量环比增幅分别为15%、12.9%与12.7%,同比增幅分别为42.6%、47.8%与53.9%。三种类型城市成交走势基本同步,均在2012年2月份开始进入上行通道,至今仍处于上行通道之中, 其中一线城市的环比连续2个月领先于二、三线城市,回暖趋势更加显著。

June,a、two、Three city commodity residential house were 15% month-on-month growth volume、12.9% and 12.7%,Respectively year-on-year rate of increase of 42.6%、47.8% and 53.9%。Three types of city movements basic synchronization clinch a deal,All in February 2012 began to enter into the uplink channel,Still in the uplink channel in, One line of city annulus comparing two consecutive lead at 2、Three city,Thaw trend even more significant。

  图7 一、二、三线城市商品住宅成交量走势

Figure 7 a、two、Three city commodity residential volume trends

数据来源:CRIC(二) 一线城市:成交均价明显上扬 (two) A city:The price rise significantly

  6月份,一线城市商品住宅成交量环比增长15.0%,同比增长42.6%,创下近18个月的新高。由于一线城市市场需求去年被严重积压,因而在今年政策环境逐步放松的情况下,其市场率先回暖。

June,A city, the volume of commodity residential house month-on-month growth of 15.0%,Year-on-year growth of 42.6%,In the past 18 months of high。Due to a city market demand last year by the serious backlog,So this year in the policy environment gradually relaxed,The market to take the lead in thaw。

  成交均价方面,环比增长8.4%,同比增长6.9%,创下2012年新高。6月份价格较5月明显上扬,主要因为市场有好转趋势后,6月份开发商打折促销的力度较5月有所减弱,部分前期超跌的项目房价回涨之势有所扩散,预计未来市场依然以“低价成交”为主,但降价力度会逐渐减小。

The price of,Annulus comparing growth of 8.4%,Year-on-year growth of 6.9%,A record of 2012。In June, the price is may rise significantly,Mainly because the market has improved after the trend,June is the strength of the developers offered discounts on May wane,The early part of the project HuiZhang house prices dropped the potential to spread,With the expected future market still“Low clinchs a deal”primarily,But the price cut will gradually decrease efforts。

  图8 一线城市商品住宅成交走势

Figure 8 a line city clinch a deal the commodity residential house movements

  
数据来源:CRIC(三) 二线城市:成交量创下近17个月新高 (three) Second city:Volume set almost 17 months high

  6月份,二线典型城市商品住宅成交量环比增长12.9%,同比增长47.8%,创下近17个月新高。随着2012年二季度政策面的逐步趋缓,二线城市被积压需求在今年5月以来得以持续释放,预计市场下半年仍将有较大的上行潜力。

June,Second line typical cities, the volume of commodity residential house annulus comparing growth of 12.9%,Year-on-year growth of 47.8%,Set in 17 months high。With the 2012 in the second quarter of the policy gradually slowing,Second city was in May this year the backlog requirements since continues to release,The second half of the market is expected to have large will still up potential。

  成交均价方面,环比增长0.9%,同比下降1.9%,与5月基本持平。事实上, 2011年4月份开始,成交均价处于波浪式上行的阶段,2012年上半年整体处于平台整理阶段。预计7-8月份的波动幅度也不会太大,延续震荡整理的趋势。

The price of,Annulus comparing growth of 0.9%,1.9% year-on-year drop,And may flat。In fact, Beginning in April 2011,The price rises up in the stage,In the first half of 2012 the overall in the platform arrangement stage。7-August is expected to range also too won't big,Continue the trend of concussion arrangement。

  图9 二线城市商品住宅成交走势

Figure 9 second city commodity residential clinch a deal the trend

数据来源:CRIC(四) 三线城市:量升价跌 (four) Three city:Amount up price falls

  6月份,三线典型城市商品住宅成交量环比增长12.7%,同比增长53.9%,,创下近17个月新高。整体来看,2012年上半年,三线城市成交表现好于2011年同期,原因是三线城市前期,尤其是2010年市场发展过快,需求被过度消耗,因此2011年整体情况比较差。

June,Three line typical cities commodity residential volume growth of 12.7% in the annulus,Year-on-year growth of 53.9%,,Set in 17 months high。The whole,In the first half of 2012,Three line city better than in clinch a deal the same period in 2011,The reason is the city three line,Especially the 2010 market development too fast,Demand by excessive consumption,So in 2011 the overall situation is poorer。

  三线城市6月份成交均价环比下降2.2%,同比增长1.8%。相对而言,三线城市受楼市调控的影响较小,成交均价长期以来处于稳中有升的态势。6月均价较5月有所回落,但依然处于高位,可见三线城市楼市的抗跌性较强,在严峻的市场环境下,依旧保持在上行通道之中。

Three city June the price dropped by 2.2% month-on-month,Year-on-year growth of 1.8%。relatively,Three line by regulation of the property market city little influence,The price for a long time in the situation better progressly。June is average may easing,But still high,Visible, three lines of sex of city property market fall is stronger,In the severe market environment,Still keep the uplink channel in。

  图10 三线城市商品住宅成交走势

Figure 10 three line city clinch a deal the commodity residential house movements

  
数据来源:CRIC表1 今年1-6月成交结构数据 Table 1 the first 6 months of this year to clinch a deal data structure数据来源:CRIC

  备注:本文主要利用中国房产信息集团数据进行分析。根据样本的可得性,选取了30个典型城市进行样本研究,分别为:北京、上海、深圳、广州、天津、大连、南京、青岛、沈阳、东莞、佛山、泉州、南昌、长沙、太原、武汉、郑州、合肥、长春、芜湖、洛阳、岳阳、成都、西安、南宁、兰州、绵阳、包头、贵阳、昆明。其中,按地域划分,东部城市12个,中部城市10个,西部城市8个;按发展水平划分,一线城市4个,二线城市16个,三线城市10个。

note:This paper mainly using China's real estate information group data analysis。According to the sample availability,Select the 30 typical cities study samples,Respectively for:Beijing、Shanghai、shenzhen、guangzhou、tianjin、dalian、nanjing、Qingdao、shenyang、The dongguan、foshan、quanzhou、nanchang、changsha、taiyuan、wuhan、zhengzhou、hefei、changchun、wuhu、luoyang、yueyang、chengdu、xian、nanning、lanzhou、mianyang、baotou、guiyang、kunming。Among them,According to the regional division,The eastern city of 12,The central city 10,Eight western city;According to the development level division,A city four,Second city 16,Three line 10 cities。



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