1、 第 頁(yè) 一周百城土地市場(chǎng)總覽5985134%6738521220、450、 12813388、7087、3639 元/圖：百城住宅類(lèi)供地建面（萬(wàn)方）180016001400120010000百城住宅類(lèi)供地建面（萬(wàn)方）2019/5/242019/5/312019/6/72019/6/14環(huán)比2019/6/282019/7/5500%400%300%200%100%0%-100%-200%資料來(lái)源：Wind，中信建投研究發(fā)展部圖：百城住宅類(lèi)供地均價(jià)（元/平）0（/平）2019/5/242019/5/312019/6/72019/6/14環(huán)比2019/6/282019/7/5250%200%150

2、%100%50%0%-50%-100%資料來(lái)源：Wind，中信建投研究發(fā)展部表：百城住宅類(lèi)供地建面及均價(jià)百城住宅類(lèi)供地建面（萬(wàn)方）同比環(huán)比百城住宅類(lèi)供地均價(jià)（元/平）同比環(huán)比2018/9/21378.68-78.76%-22.64%461311.75%-24.61%2018/9/28223-93.26%-41.11%447633.49%-2.97%2018/10/5417.03485.40%87.01%5106172.90%14.08%2018/10/12676.13-46.58%62.13%3809-21.19%-25.40%2018/10/19310.01-62.26%-54.15%512

3、9162.08%34.65%2018/10/26530.17-53.19%71.02%10591325.85%106.49%2018/11/2326.04-85.68%-38.50%467313.28%-55.88%2018/11/9578.86-59.54%77.54%6961122.18%48.96%2018/11/16894.33-23.62%54.50%3477-22.89%-50.05%2018/12/7293.86-63.87%-67.45%512711.89%-23.77%2018/12/14361.64-42.29%23.07%4060-41.63%-20.81%2018/12

4、/21198.57-78.27%-45.09%3115-43.39%-23.28%2018/12/28613.454.69%208.93%1025016.96%229.05%2019/1/41033.52151.10%68.48%62448.33%-39.08%2019/1/11162-65.15%-84.33%2722-53.29%-56.41%2019/1/18358-31.92%120.99%9514444.28%249.52%2019/1/25181.5-54.34%-49.30%443687.25%-53.37%2019/2/1325175.31%79.06%4820-52.20%8

5、.66%2019/2/8482.59-10.81%48.49%467297.63%-3.07%2019/2/15208.57-67.98%-56.78%452459.02%-3.17%2019/2/22589.043663.83%182.42%6309146.06%39.46%2019/3/1394.54-28.21%-33.02%1081871.28%71.47%2019/3/81371.33199.06%247.58%37272.87%-65.55%2019/3/15647.65-7.30%-52.77%4540-15.37%21.82%2019/3/22232.22-93.27%-64.

6、14%519810.67%1.46%2019/3/291204.3170.06%418.61%60208.68%15.81%2019/4/5316.8645.34%-73.69%4165-17.77%-30.81%2019/4/12611.8575.93%93.10%415663.94%-0.22%2019/4/19246.936.41%-26.42%273241.41%-19.93%2019/4/26252.33870.50%2.20%458961.30%67.97%2019/5/3136.84-55.83%-45.77%583353.10%27.11%2019/5/10269.88463.

7、42%97.22%2690-57.71%-53.88%2019/5/17394.5587.82%50.41%677122.69%-15.05%2019/5/24328.59-35.62%-51.28%586437.20%-1.43%2019/5/31772.89-36.24%-3.60%714431.37%21.83%2019/6/71662.157.00%31.17%4686-10.66%-11.58%2019/6/14113.83-92.27%-3.60%14222323.27%203.50%2019/6/21561-46%393%4368-17%-69%2019/6/28188-88%-

8、66%4605-10%5%2019/7/05902.21-16.01%-3.60%603076.01%30.94%2019/7/12598.43-51.40%-3.60%673852.13%11.74%資料來(lái)源：Wind，中信建投研究發(fā)展部一線 4 城土地市場(chǎng)圖：一線城市住宅類(lèi)供地建面（萬(wàn)方）160500%140圖：一線城市住宅類(lèi)供地建面（萬(wàn)方）160500%140400%120300%100200%80100%60400%20-100%0-200%2019/5/242019/5/312019/6/72019/6/142019/6/212019/6/282019/7/52019/7/12資料來(lái)

9、源：Wind，中信建投研究發(fā)展部圖：一線城市住宅類(lèi)供地均價(jià)（元/平）250002000020%0%15000-20%10000-40%-60%5000-80%02019/5/242019/5/312019/6/72019/6/142019/6/212019/6/282019/7/52019/7/12資料來(lái)源：Wind，中信建投研究發(fā)展部一線城市住宅類(lèi)供地均價(jià)（/平）環(huán)比表：一線 4 城住宅類(lèi)供地建面及均價(jià)一線城市住宅類(lèi)供地建面（萬(wàn)方）同比環(huán)比一線城市住宅類(lèi)供（元/平）同比環(huán)比2018/9/2142.64-61.64%-41.25%17977-14.69%10.17%2018/9/2870.9-

10、76.91%66.28%8959-43.79%-50.16%2018/10/537.10.00%-47.67%175720.00%96.13%2018/10/1251.87-62.93%39.81%13221-1.84%-24.76%2018/10/1910-52.04%-80.72%120000.00%-9.24%2018/10/26194.43327.75%1844.30%16481-25.09%37.34%2018/11/230.7-89.33%-84.21%9839-12.28%-40.30%2018/11/9233.84155.79%661.69%1196433.75%21.60%2

11、018/11/1635.44107.96%-84.84%18466-30.07%54.35%2018/12/754.8214.95%-7.21%8873-48.65%-45.15%2018/12/1414.83-90.44%-72.95%1230835.36%38.71%2018/12/2142.33-75.94%185.43%5339-63.18%-56.62%2018/12/28180.849.80%327.21%15571-13.52%191.65%2019/1/4113.7353.89%-37.13%1549894.31%-0.47%2019/1/1110-35.86%-91.20%1

12、5498492.66%0.00%2019/1/1851-410.00%20344228.82%31.27%2019/1/2525.65-69.82%-49.71%1612382.84%-20.75%2019/2/196622.35%274.27%840594.88%-47.87%2019/2/828.77476.55%-70.03%549126.52%-34.67%2019/2/150-100.00%-100.00%0-100.00%-100.00%2019/2/2255.24191922019/3/15.73-78.58%-89.63%14825185.54%-22.75%2019/3/80

13、-100.00%-100.00%0-100.00%-100.00%2019/3/1516.09-18.70%0.00%1811-88.16%0.00%2019/3/2222.71-84.37%41.14%1077113.41%494.75%2019/3/2931.8-67.45%40.03%1272218.39%18.11%2019/4/516.0964.70%-49.40%1210025.71%-4.89%2019/4/1246.52875.47%189.12%3741-67.82%-69.08%2019/4/1919.8664.68%-57.31%11390160.28%204.46%20

14、19/4/2617.04-40.83%-14.20%29957234.94%163.01%2019/5/327.4393.03%60.97%27928217.02%-6.77%2019/5/1052.1627.75%90.16%9738-42.89%-65.13%2019/5/1773.24-40.41%8823-13.23%-9.40%2019/5/2446.2436.87%1138312.86%29.02%2019/5/3131.29-78.31%-32.33%109800.03%-3.54%2019-06-0715.16-76.80%-51.55%14855-31.85%35.29%20

15、19-06-1476.89454.24%407.19%19306966.04%29.96%2019/6/2150206%-35%9095-49%-53%2019/6/2819148%-62%3396-94%-63%2019/7/050-100.00%-100.00%0-100.00%-100.00%2019/7/1220.22-73.61%#DIV/0!13388-0.56%#DIV/0!資料來(lái)源：Wind，中信建投研究發(fā)展部二線 27 城土地市場(chǎng)圖：二線城市住宅類(lèi)供地建面（萬(wàn)方）12001600%圖：二線城市住宅類(lèi)供地建面（萬(wàn)方）12001600%10001200%8001000%60040

16、0200%2000%02019/5/242019/5/312019/6/72019/6/142019/6/212019/6/282019/7/52019/7/12資料來(lái)源：Wind，中信建投研究發(fā)展部圖：二線城市住宅類(lèi)供均價(jià)（元/平）1200010000100%800080%600040000%2000-20%02019/5/242019/5/312019/6/72019/6/142019/6/212019/6/282019/7/52019/7/12資料來(lái)源：Wind，中信建投研究發(fā)展部二線城市住宅類(lèi)供地均價(jià)（/平）表：二線 27 城住宅類(lèi)供地建面及均價(jià)二線城市住宅類(lèi)供地建面（萬(wàn)方）同比環(huán)比二

17、線城市住宅類(lèi)供（元/平）同比環(huán)比2018/9/21174.9-75.65%-36.37%2966-39.75%-48.11%2018/9/28147.6-84.12%-15.61%2440-45.23%-17.74%2018/10/5305.340.00%106.87%43530.00%78.41%2018/10/12461.499.11%51.11%2157-64.29%-50.45%2018/10/19204.44-54.60%-55.69%4926-26.69%128.37%2018/10/26289.07-20.54%41.40%812968.65%65.02%2018/11/2229

18、.38-81.35%-20.65%42024.79%-48.31%2018/11/9119.26-75.01%-48.01%494211.81%17.61%2018/11/16288.87-52.03%142.22%3966-48.73%-19.75%2018/12/7161.7-64.08%-74.94%5023-6.34%-35.89%2018/12/14199.38-50.21%23.30%5218-4.99%3.88%2018/12/2120.11-95.00%-89.91%661112.49%26.70%2018/12/28407.2732.93%1925.21%3947-35.70

19、%-40.30%2019/1/4290.874.95%-28.58%991969.30%151.30%2019/1/11117-71.72%-59.78%3170-50.52%-68.04%2019/1/18220-37.91%88.03%9411282.72%196.88%2019/1/2557.8-77.98%-73.73%33601.57%-64.30%2019/2/1119.528.03%106.75%4309-64.08%28.24%2019/2/8310.7817.30%160.07%6373190.87%47.90%2019/2/15136.82-63.38%-55.98%508

20、052.83%-20.29%2019/2/22343.8590386.84%151.32%6509102.77%28.13%2019/3/1361.47.65%5.10%1090223.24%67.49%2019/3/8503.8566.61%74.07%37994.28%-65.15%2019/3/15460.6110.88%-8.58%70010.39%84.29%2019/3/22150.36-91.63%-67.36%2930-47.06%-58.15%2019/3/29602.3117.49%300.58%759480.72%159.18%2019/4/5108.23167.17%-

21、82.03%5058-61.23%-33.39%2019/4/12229.856.23%112.33%528962.14%4.57%2019/4/19319.275.96%38.90%7836135.95%48.16%2019/4/26227.2942.95%-28.79%4874-30.76%-37.80%2019/5/3218.3818.32%-3.92%5541-24.12%13.68%2019/5/10262.3118.15%20.12%797135.24%43.85%2019/5/17394.5587.82%50.41%677122.69%-15.05%2019/5/24100.12

22、-74.98%-74.62%54672.00%-19.26%2019/5/31635.8934.01%535.13%817127.37%49.46%2019/6/7990.8215.39%12.02%4747-35.49%-39.30%2019/6/1417.98-96.83%-98.19%3698-23.26%-22.10%2019/6/21278-28%1445%5961-20%61%2019/6/2877-88%-72%4624-16%-22%2019/7/05401.7217.07%422.87%10273104.23%122.17%2019/7/12450.23-10.53%12.0

23、8%708738.34%-31.01%資料來(lái)源：Wind，中信建投研究發(fā)展部三線 69 城土地市場(chǎng)圖：三線城市住宅類(lèi)供地建面（萬(wàn)方）7001000%600圖：三線城市住宅類(lèi)供地建面（萬(wàn)方）7001000%600800%500600%400400%300200200%1000%0-200%2019/5/242019/5/312019/6/72019/6/142019/6/212019/6/282019/7/52019/7/12資料來(lái)源：Wind，中信建投研究發(fā)展部圖：三線城市住宅類(lèi)供地均價(jià)（元/平）600050004000300020%2000-20%1000-40%02019/5/242019

24、/5/312019/6/72019/6/142019/6/212019/6/282019/7/52019/7/12資料來(lái)源：Wind，中信建投研究發(fā)展部三線城市住宅類(lèi)供地均價(jià)（/平）環(huán)比表：三線 69 城住宅類(lèi)供地建面及均價(jià)三線城市住宅類(lèi)供地建面（萬(wàn)方）同比環(huán)比三線城市住宅類(lèi)供（元/平）同比環(huán)比2018/9/21161.14-83.10%13.43%1136-60.24%-30.35%2018/9/284.4-99.79%-97.27%591-73.55%-47.95%2018/10/574.590.00%1595.23%19890.00%236.40%2018/10/12162.87-81.

25、78%118.35%452565.81%127.50%2018/10/19105.57-69.86%-35.18%5524208.78%22.08%2018/10/2646.68-93.55%-55.78%1310-29.98%-76.29%2018/11/265.96-91.31%41.30%390768.99%198.24%2018/11/9225.76-73.81%242.27%2528-20.90%-35.30%2018/11/16858.8955.66%280.44%2668-2.84%5.54%2018/12/777.34-83.15%-61.01%250065.45%4.87%2

26、018/12/14147.42118.24%90.61%2519-65.22%0.76%2018/12/21136.14-59.45%-7.65%1907-1.40%-24.30%2018/12/2825.34-77.94%-81.39%1688-4.36%-11.48%2019/1/4628.95475.07%2382.04%1377-72.72%-18.42%2019/1/114526.37%-92.85%1750-28.22%27.09%2019/1/1887-48.88%93.33%3380134.23%93.14%2019/1/2598-27.40%12.64%201210.98%-

27、40.47%2019/2/1110345.16%12.24%1970-63.27%-2.09%2019/2/8143.04-27.64%30.04%319716.85%62.28%2019/2/1571.75-72.72%-49.84%1622-36.14%-49.26%2019/2/22189.941144.69%164.72%2130-16.41%31.32%2019/3/127.41-85.35%-85.57%1406-34.30%-33.99%2019/3/8637.82519.00%55.82%2684-20.54%90.90%2019/3/15170.95-35.11%-73.20

28、%281210.36%4.77%2019/3/2259.15-96.08%-90.73%7008120.65%149.22%2019/3/29570.2482.79%863.99%4221-42.54%-39.77%2019/4/5192.54142.40%-66.23%3193-1.57%-24.35%2019/4/12335.5467.18%74.27%341266.68%6.86%2019/4/19246.936.41%-26.42%273241.41%-19.93%2019/4/26252.33870.50%2.20%458961.30%67.97%2019/5/3136.84-55.

29、83%-45.77%583353.10%27.11%2019/5/10269.88463.42%97.22%2690-57.71%-53.88%2019/5/17206.7165.03%-23.41%3137-40.72%16.62%2019/6/7656.164.25%86.77%4360138.64%10.13%2019/6/1418.96-97.88%-97.11%358442.17%-17.80%2019/6/21197-69%937%2293-42%-36%2019/6/2892-90%-53%484249%111%2019/7/05500.49-28.87%443.24%37772

30、2.19%-22.00%2019/7/12127.98-80.35%-74.43%36396.31%-3.65%資料來(lái)源：Wind，中信建投研究發(fā)展部動(dòng)態(tài)推盤(pán)情況總覽287463%-57圖：28 城推盤(pán)數(shù)1200250%1000圖：28 城推盤(pán)數(shù)1200250%1000200%800150%100%60050%4000%200-50%0-100%2018年12月2019年1月2019年2月2019年3月2019年4月2019年5月2019年6月2019年7月資料來(lái)源：Wind，中信建投研究發(fā)展部圖：一線 4 城城推盤(pán)數(shù)140250%120200%100150%80100%6050%400%20

31、-50%0-100%2018年12月2019年1月2019年2月2019年3月2019年4月2019年5月2019年6月2019年7月資料來(lái)源：Wind，中信建投研究發(fā)展部一線4城城推盤(pán)數(shù)環(huán)比圖：二線 14 城推盤(pán)數(shù)800200%700圖：二線 14 城推盤(pán)數(shù)800200%700150%600500100%40050%3000%200100-50%0-100%2018年12月2019年1月2019年2月2019年3月2019年4月2019年5月2019年6月2019年7月資料來(lái)源：Wind，中信建投研究發(fā)展部圖：三線 10 城推盤(pán)數(shù)140500%120400%100300%80200%6010

32、0%400%20-100%0-200%2018年12月2019年1月2019年2月2019年3月2019年4月2019年5月2019年6月2019年7月資料來(lái)源：Wind，中信建投研究發(fā)展部三線10城推盤(pán)環(huán)比表：28 城動(dòng)態(tài)推盤(pán)情況一線城市（4城）同比環(huán)比市城）同比環(huán)比市城）同比環(huán)比所有城市同比環(huán)比2018 年 7 月10317%10%494-2%-25%12019%-36%7173%-24%2018 年 8 月1065%3%57616%17%118-11%-2%80010%12%2018 年 9 月110-3%4%75319%31%151-10%28%101411%27%2018 年 10 月12036%9%61031%-19%14314%-5%87329%-14%2018 年 11 月9826%-18%75451%24%129-3%-10%98138%12%2018 年 12 月124-26%27%74540%-1%1538