中金：9月二手房市场成交量、价延续偏弱走势挂牌量边际继续小增

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智通财经APP获悉，中金发布研报称，9月中介口径80城二手住宅成交量指数环比下降10%，同比增长19%(三季度+19%，二季度+17%)；9月备案口径15城二手房成交面积环比上升6%，同比增长9%(三季度+3%，二季度+11%)。挂牌量方面，9月中金监测的130城二手住宅挂牌套数环比+0.4%(8月环比+0.4%)，挂牌量持续小幅增长。往前看，考虑到四季度成交量同比基数将走高，同时二手房供给持续...

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href=http://www.zhitongcaijing.com/content/detail/1354171.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中金发布研报称，9月中介口径80城二手住宅成交量指数环比下降10%，同比增长19%(三季度+19%，二季度+17%)；9月备案口径15城二手房成交面积环比上升6%，同比增长9%(三季度+3%，二季度+11%)。挂牌量方面，9月中金监测的130城二手住宅挂牌套数环比+0.4%(8月环比+0.4%)，挂牌量持续小幅增长。往前看，考虑到四季度成交量同比基数将走高，同时二手房供给持续...</p>\n\n<a 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slightly","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601155":1,"01109":1,"01972":1,"00101":1,"01908":0.9,"03900":1,"01209":1,"001979":1,"002244":1},"content_text":"智通财经APP获悉，中金发布研报称，9月中介口径80城二手住宅成交量指数环比下降10%，同比增长19%(三季度+19%，二季度+17%)；9月备案口径15城二手房成交面积环比上升6%，同比增长9%(三季度+3%，二季度+11%)。挂牌量方面，9月中金监测的130城二手住宅挂牌套数环比+0.4%(8月环比+0.4%)，挂牌量持续小幅增长。往前看，考虑到四季度成交量同比基数将走高，同时二手房供给持续上行，四季度住房交易量同比及房价走势或仍面临一定压力，亟待存量房收储和城中村改造等对供需结构有持续改善效果的政策切实落地。中金主要观点如下：9月二手房市场成交量、价延续二季度以来走势成交量方面，9月中介口径80城二手住宅成交量指数环比下降10%，同比增长19%(三季度+19%，二季度+17%)；9月备案口径15城二手房成交面积环比上升6%，同比增长9%(三季度+3%，二季度+11%)。成交价方面，9月中金同质性二手住宅成交价格指数环比下降1.7%(三季度月均环比-1.7%，二季度月均环比-1.4%)；成交议价空间环比抬升25BP至8.91%。整体来看，9月二手房市场成交量、价表现都延续了二季度以来的偏弱走势。9月二手房挂牌量边际继续小增，卖家价格预期仍偏保守挂牌量方面，9月中金监测的130城二手住宅挂牌套数环比+0.4%(8月环比+0.4%)，挂牌量持续小幅增长。挂牌价方面，9月重点城市同质性挂牌价格指数环比下降1.5%(三季度月均环比-1.3%，二季度月均环比-1.2%)；存量调价房源的平均调价幅度为-5.24%(8月-5.03%)，已连续两月超过去年二、三季度市场平均水平，隐含卖家预期持续趋于保守。往前看，考虑到四季度成交量同比基数将走高，同时二手房供给持续上行，四季度住房交易量同比及房价走势或仍面临一定压力，亟待存量房收储和城中村改造等对供需结构有持续改善效果的政策切实落地。9月住房租金环比降幅走阔，租售比持续上行9月中金同质性挂牌租金指数环比下降0.8%(8月-0.5%)，待租周期边际基本持平为2.12个月(8月2.11个月)；受挂牌价下行影响，9月租售比继续抬升2BP至2.33%。投资建议关注地产及物管板块投资机会。继续看好3-6个月地产板块风险收益，除华润置地(01109)、建发国际(01908)、滨江集团(002244.SZ)、招商蛇口(001979.SZ)等基本面和盈利质量扎实的标的之外，考虑流动性条件潜在优化，或可以适度布局低估值标的，如绿城中国(03900)、新城控股(601155.SH)、保利置业(00119)等。多元板块继续推荐业绩成长性领先同业或股息收益率具吸引力的股票，包括华润万象生活(01209)、恒隆地产(00101)、太古地产(01972)等。风险因素行业基本面超预期恶化；政策落地不及预期。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"economic","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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中金：9月二手房市场成交量、价延续偏弱走势 挂牌量边际继续小增

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中金：9月二手房市场成交量、价延续偏弱走势挂牌量边际继续小增