海通国际：10月商品房销售改善明显竣工降幅同比缩窄

智通财经网11-21

智通财经APP获悉，海通国际发布研报称，2024年1-10月房地产开发投资同比降幅扩大，商品房销售额同比降幅缩窄；1-10月房屋竣工面积4.20亿平方米，累计同比下降23.9%，跌幅较2024年1-9月缩窄0.5个百分点。从基数角度看，2024年行业呈现前高后低趋势。近期，中央及各部委对房地产频频发声，供给侧多重融资支持政策、去库存政策，需求侧限制政策不断打开，房地产稳经济作用将重新纳入政策视野。...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2485459778?lang=zh_CN&edition=full","thumbnail":"https://img.zhitongcaijing.com/source/image/95194.jpeg?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","is_english":false,"pubTime":"2024-11-21 16:35","share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","id":"2485459778","market":"us","top_or_hot":-1,"title":"海通国际：10月商品房销售改善明显 竣工降幅同比缩窄","media":"智通财经网","content":"<div>\n<p>智通财经APP获悉，海通国际发布研报称，2024年1-10月房地产开发投资同比降幅扩大，商品房销售额同比降幅缩窄；1-10月房屋竣工面积4.20亿平方米，累计同比下降23.9%，跌幅较2024年1-9月缩窄0.5个百分点。从基数角度看，2024年行业呈现前高后低趋势。近期，中央及各部委对房地产频频发声，供给侧多重融资支持政策、去库存政策，需求侧限制政策不断打开，房地产稳经济作用将重新纳入政策视野。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1214030.html\">网页链接</a>\n\n</div>\n","source":"highlight_zhitongcaijin","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>海通国际：10月商品房销售改善明显 竣工降幅同比缩窄</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n海通国际：10月商品房销售改善明显 竣工降幅同比缩窄\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-21 16:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1214030.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，海通国际发布研报称，2024年1-10月房地产开发投资同比降幅扩大，商品房销售额同比降幅缩窄；1-10月房屋竣工面积4.20亿平方米，累计同比下降23.9%，跌幅较2024年1-9月缩窄0.5个百分点。从基数角度看，2024年行业呈现前高后低趋势。近期，中央及各部委对房地产频频发声，供给侧多重融资支持政策、去库存政策，需求侧限制政策不断打开，房地产稳经济作用将重新纳入政策视野。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1214030.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"000002","symbol_name":"万科A","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1214030.html","article_id":"2485459778","we_media_id":null,"thumbnails":["https://img.zhitongcaijing.com/source/image/95194.jpeg?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2485459778","pubTimestamp":1732178106,"columns":[],"sourceInfo":{"source_id":"highlight_zhitongcaijin","name":"智通财经网"},"weMediaInfo":null,"summary":"当前房地产板块市值占比与经济价值不完全对等，存在价值重估空间。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"600048":"保利发展","600383":"金地集团","601155":"新城控股","000002":"万科A","IE00BGHQDM52.EUR":"GUINNESS ASIAN EQUITY INCOME \"C\" (EUR) ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","BK1570":"华润系","BK0188":"融资融券","LU0329678170.USD":"FIDELITY EMERGING ASIA \"A\" (USD) INC","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU0738912210.USD":"Blackrock Asia Pacific Equity Income A6 USD","BK0187":"一线龙头","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","03121":"华夏亚太房地产","LU0594300419.USD":"富达中国消费基金A","002968":"新大正","BK1229":"房地产经营公司","SG9999009997.SGD":"United Asia Pacific Real Estate Income Acc SGD","BK0157":"深圳前海新区","00960":"龙湖集团","BK0173":"粤港澳大湾区","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","BK0189":"打板","06049":"保利物业","00688":"中国海外发展","BK0183":"MSCI概念","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","02602":"万物云","LU2088747998.USD":"EASTSPRING INVESTMENTS ASIA REAL ESTATE MULTI ASSE \"ADM\" (USD) INC","02669":"中海物业","01109":"华润置地","09979":"绿城管理控股","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","001979":"招商蛇口","000069":"华侨城A","BK1258":"房地产运营公司","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","BK1148":"建筑与工程","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","BK0010":"央企","BK1583":"高瓴概念","BK0086":"举牌","IE0008368742.USD":"首域中国增长基金I Acc","LU2088748020.USD":"EASTSPRING INVESTMENTS ASIA REAL ESTATE MULTI ASSE \"ADM\" (USD) INC A","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","001914":"招商积余","01209":"华润万象生活","SG9999010052.SGD":"United Asia Pacific Real Estate Income Dis SGD"},"translate_title":"Haitong International: Commercial housing sales improved significantly in October, and the decline in completions narrowed year-on-year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600048":1,"600383":1,"601155":1,"000069":1,"06049":1,"000002":1,"02669":1,"02602":1,"01109":1,"00960":1,"00688":1,"002968":1,"001979":1,"001914":1,"01209":1,"09979":0.71,"03121":0.6},"content_text":"智通财经APP获悉，海通国际发布研报称，2024年1-10月房地产开发投资同比降幅扩大，商品房销售额同比降幅缩窄；1-10月房屋竣工面积4.20亿平方米，累计同比下降23.9%，跌幅较2024年1-9月缩窄0.5个百分点。从基数角度看，2024年行业呈现前高后低趋势。近期，中央及各部委对房地产频频发声，供给侧多重融资支持政策、去库存政策，需求侧限制政策不断打开，房地产稳经济作用将重新纳入政策视野。当前房地产板块市值占比与经济价值不完全对等，存在价值重估空间。海通国际主要观点如下：2024年10月单月数据关注点：不采取可比数据口径，2024年10月行业开发投资完成额为7629亿元，同比下降11.83%，较2024年9月环比下降18.81%；商品房销售额数据为7975亿元，同比下降1.43%，较2024年9月环比下降12.91%；商品房销售面积数据为7646万平，同比下降1.63%，较2024年9月环比下降21.03%；开发资金来源为8337亿元，同比下降10.14%，较2024年9月环比下降7.02%；新开工面积为5176万平，同比下降26.62%，较2024年9月环比下降21.41%；竣工面积为5179万平，同比下降19.66%，较2024年9月环比上升51.34%。新开工面积同比降幅扩大，竣工面积同比降幅缩窄2024年1-10月，房屋施工面积72.07亿平方米，累计同比下降12.4%，跌幅较2024年1-9月扩大0.2个百分点。2024年1-10月房屋新开工面积6.12亿平方米，累计同比下降22.6%，跌幅较2024年1-9月扩大0.4个百分点。2024年1-10月房屋竣工面积4.20亿平方米，累计同比下降23.9%，跌幅较2024年1-9月缩窄0.5个百分点。房企到位资金同比降幅缩窄2024年1-10月全国房地产资金来源总量达到8.72万亿元，累计同比下降19.2%，跌幅较2024年1-9月缩窄0.8个百分点。从2024年1-10月总资金来源构成情况来看，国内贷款占房地产资金来源的14.21%，利用外资占比0.03%，自筹资金占比36.09%，其他资金占比49.66%。房地产销售面积、销售额同比降幅缩窄2024年1-10月商品房销售面积7.79亿平方米，累计同比2023年下降15.8%，跌幅较2024年1-9月缩窄1.3个百分点。2024年1-10月商品房销售额为7.69万亿元，累计同比2023年下降20.9%，跌幅较2024年1-9月缩窄1.8个百分点。从商品住宅分线销售数据来看：2024年1-10月一线、二线、三线城市的销售面积、销售金额同比均下降且降幅缩窄。投资建议：维持“优于大市”评级海通国际认为，市场稳增长的大环境没有改变，优质公司相对其它房企的优势和价值将会越加突出，建议关注：开发类：A股-万科A(000002.SZ)、保利发展(600048.SH)、招商蛇口(001979.SZ)、金地集团(600383.SH)；H股-中国海外发展(00688)；商住类：华润置地(01109)、龙湖集团(00960)、新城控股(601155.SH)；物业类：万物云(02602)、华润万象生活(01209)、中海物业(02669)、保利物业(06049)、招商积余(001914.SZ)、新大正(002968.SZ)；4)文旅类：华侨城A(000069.SZ)。风险提示：行业面临政策不及预期风险、基本面下行风险。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2485459778"}

海通国际：10月商品房销售改善明显 竣工降幅同比缩窄

精彩评论

海通国际：10月商品房销售改善明显竣工降幅同比缩窄