房地产市场报告 -一线城市二手房市场月报-2022年9月

2022年-9月PART1北京北京市二手房在架量走势图(万套)2018161412108642020.2%25%20%20.2%16.9%15%16.9%0.2%-4.8%-5%-10%-0.3%-0.3%1.3%0.2%-4.8%-5%-10%-14.5%-15%-20%2022M012022M022022M032022M042022M052022M062022M072022-14.5%-15%-20%在架房源量环比近半年北京市各行政区二手房在架量走势图数据来源：58安居客房产研究院上海上海市二手房在架量走势图(万套)51.9%700403020100%-10%-20%-30%51.9%700403020100%-10%-20%-30%-40%-11.4%-30.6%9.0%-4.7%22.2%12.3%2.3%40%30%2022.2%12.3%2.3%02022M012022M022022M032022M042022M052022M062022M072022M082022M09在架房源量环比近半年上海市各行政区二手房在架量走势图数据来源：58安居客房产研究院广州广州市二手房在架量走势图(万套)16141240%16141231.9%31.9%20%1010%86863.7%-1.2%-5.6%-15.4%-18.6%-15-5.6%-15.4%-18.6%-15.5%-10%-20%4202022M012022M022022M032022M042022M052022M062022M072022M082022M09-30%0在架房源量环比便捷度会逐步提升。近半年广州市各行政区二手房在架量走势图数据来源：58安居客房产研究院深圳深圳市二手房在架量走势图(万套)12108642012.6%11.5%7.7%0.7%15%10%5%0%-5%12108642012.6%11.5%7.7%0.7%-10.8%-10.1%-10.8%-10.1%-13.6%-13.0%-15%2022M012022M022022M032022M042022M052022M062022M072022M082022M09在架房源量环比落。近半年深圳市各行政区二手房在架量走势图数据来源：58安居客房产研究院各房型在架量注度相对稳定。北京市二手房各房型占比(外环：上月/内环：前月)1房1房2房3房4房其他7.5%14.4%3.1%29.3%29.2%45.5%45.7%7.7%14.4%3.1%数据来源：58安居客房产研究院主。源减幅大相关。上海市二手房各房型占比(外环：上月/内环：前月)1房1房2房3房4房其他2.2%6.9%6.9%29.0%28.9%15.8%15.6%46.5%46.2%2.2%数据来源：58安居客房产研究院1房2房1房2房3房4房其他3.5%6.9%12.3%29.8%47.2%47.4%29.7%12.4%点。0.1个百分点的减少。广州市二手房各房型占比(外环：上月/内环：前月)深圳市二手房各房型占比(外环：上月/内环：前月)1房1房2房3房4房其他10.0%10.2%17.1%17.2%39.4%39.3%7.8%7.9%数据来源：58安居客房产研究院数据来源：58安居客房产研究院PART2北京北京市二手房在架时长走势图(天)70.060.050.040.030.020.010.00.068.4466.9168.4463.2762.5259.2256.8753.8252.6452.9353.822022M012022M022022M032022M042022M052022M062022M072022M082022M09北京市各行政区二手房在架时长走势图数据来源：58安居客房产研究院上海上海市二手房在架时长走势图(天)60.050.040.030.020.010.00.056.0944.6441.1939.8741.1938.1934.123534.1230.92330.922022M012022M022022M032022M042022M052022M062022M072022M082022M09上海市各行政区二手房在架时长走势图数据来源：58安居客房产研究院广州广州市二手房在架时长走势图(天)80.070.060.050.040.030.020.010.00.075.5071.9364.9661.8560.6161.8556.0552.5051.1550.5252.502022M012022M022022M032022M042022M052022M062022M072022M082022M09房的步伐。广州市各行政区二手房在架时长走势图数据来源：58安居客房产研究院深圳深圳市二手房在架时长走势图(天)80.070.060.050.040.030.020.010.00.075.9568.3059.7651.6951.9851.6949.4749.649.4743.4644.1943.462022M012022M022022M032022M042022M052022M062022M072022M082022M09盐田涨幅最大。深圳市各行政区二手房在架时长走势图数据来源：58安居客房产研究院2022M082022M082022M0820222022M082022M082022M082022M082022M072022M082022M092022M082022M082022M082022M082022M072022M082022M09各房型在架时长源交易难度加大。北京市二手房各房型在架时长走势858580.4780757065.9452022M071房2022M092022M072房2022M092022M073房2022M092022M074房2022M09其他67.8467.8981.660时长相对越长的态势。房型在架时长走势46.8344.864542.2638.7135.58352022M071房2022M092022M072房2022M092022M073房2022M092022M074房2022M09其他4030注：各房型供需热度占比变化(主要体现不同房型需求缺口)=新增供应房源占比-购房需求热度占比数据来源：58安居客房产研究院2022M082022M082022M0820222022M082022M082022M082022M082022M072022M082022M092022M082022M082022M082022M082022M072022M082022M09各房型在架时长手房各房型在架时长走势886.9781.8876.2870.6170502022M071房2022M092022M072房2022M092022M073房2022M092022M074房2022M09其他9085807571.08二手房各房型在架时长走势886.958579.3875.2073.727567.73502022M071房2022M092022M072房2022M092022M073房2022M092022M074房2022M09其他907080注：各房型供需热度占比变化(主要体现不同房型需求缺口)=新增供应房源占比-购房需求热度占比数据来源：58安居客房产研究院PART3朝阳大兴东城房山丰台海淀怀柔门头沟密云平朝阳大兴东城房山丰台海淀怀柔门头沟密云平谷石景山顺义通州西城延庆北京北京市二手房供求关系走势图60%40%20%0%-20%-40%-60%-1.0%8.3%32%1.6%3.7%.-1.5%-13.0%-4.5%-5.7%-9.2%-13.3%-6.8%.02%33.8%4-1.0%8.3%32%1.6%3.7%.-1.5%-13.0%-4.5%-5.7%-9.2%-13.3%-6.8%.02%33.8%47.4%22.8%2022M022022M032022M042022M052022M062022M072022M082022M09新增上架量购房需求热度数据来源：58安居客房产研究院本。北京市各行政区二手房供需占比情况220%16%12%8%4%0%新增上架占比需求热度占比数据来源：58安居客房产研究院顺义、大兴和房山区的新增供应会明显高于购。上海上海市二手房供求关系走势图80%60%40%20%0%-20%-40%-60%1.5%-15.1%-2.4%-6.5%-15.8%-13.7%-1%-40.8%42.6%11.5%-15.1%-2.4%-6.5%-15.8%-13.7%-1%-40.8%42.6%19.7%59.2%22.7%24.2%2022M022022M032022M042022M052022M062022M072022M082022M09新增上架量购房需求热度数据来源：58安居客房产研究院上海市各行政区二手房供需占比情况28%24%20%16%12%8%4%0%宝山崇明奉贤虹口黄浦嘉定金山静安闵行浦东普陀青浦松江徐汇杨浦长宁新增上架占比需求热度占比数据来源：58安居客房产研究院表明显高于其购房需求热度的增幅。广州广州市二手房供求关系走势图4.7%6.0%-10.2%7.8%13.8%60%4.7%6.0%-10.2%7.8%13.8%45.5%45.5%41.2%20%-0.4%-27.0%-0.4%-27.0%-4.2%-8.2%-18.9%-34.2%-8.2%-18.9%-34.2%-12.9%-20.4%-20%-40%2022M022022M032022M042022M052022M062022M072022M082022M09新增上架量购房需求热度数据来源：58安居客房产研究院二手房新增广州市各行政区二手房供需占比情况20%16%12%8%4%0%白云从化番禺海珠花都黄埔荔湾南沙天河越秀增城新增上架占比需求热度占比数据来源：58安居客房产研究院供应相对不足。而黄埔、天河和增城这些区域的新高。深圳深圳市二手房供求关系走势图80%60%40%20%0%-20%-40%-60%50.8%50.8%61.5%17.4%7.1%0.3%-0.2%-0.6%-6.6%-12.2%-7.1%0.3%-0.2%-0.6%-6.6%-12.2%-14.7%-20.1%-14-14.7%-20.1%-22.2%-47.0%2022M022022M032022M042022M052022M062022M072022M082022M09新增上架量购房需求热度数据来源：58安居客房产研究院的。深圳市各行政区二手房供需占比情况24%20%16%12%8%4%0%宝安布吉福田光明龙岗龙华罗湖南山坪山盐田新增上架占比需求热度占比数据来源：58安居客房产研究院于区域的购房需求热度增幅。其他2022其他2022M083.02.52.01.51.00.50.0(0.5)(1.0)(1.5)(2.0)4房2022M092房2022M073房1房新增供应房源的占比的情况。北京市二手房各房型供需热度占比变化上海市二手房各房型购房供需热度占比变化4.04.03.53.02.52.01.51.00.50.0(0.5)(1.0)(1.5)(2.0)(2.5)(3.0)1房2房3房4房其他2022M072022M082022M09注：各房型供需热度占比变化(主要体现不同房型需求缺口)=新增供应房源占比-购房需求热度占比数据来源：58安居客房产研究院4.03.54.03.53.02.52.01.51.00.50.0(0.5)(1.0)(1.5)(2.0)(2.5)(3.0)1房2房3房4房其他2022M072022M082022M09广州市二手房各房型供需热度占比变化深圳市二手房各房型购房供需热度占比变化3.3.53.02.52.01.51.00.50.0(0.5)(1.0)(1.5)(2.0)(2.5)1房2房3房4房其他2022M072022M082022M09注：各房型供需热度占比变化(主要体现不同房型需求缺口)=新增供应房源占比-购房需求热度占比数据来源：58安居客房产研究院PART4北京北京市二手房挂牌价格走势图(元/平方米)598005960059400592005900058800586005840058200580001.0%0.6%598005960059400592005900058800586005840058200580001.0%0.6%0.5%0.5%0.4%0.2%-0.4%0.22%0.0%-0.2%-0.4%0.2%-0.4%-0.7%-0.6%-0.6%-0.7%-0.6%2022M012022M022022M032022M042022M052022M062022M072022M082022M09挂牌均价环比数据来源：58安居客房产研究院上海上海市二手房挂牌价格走势图(元/平方米)565005600055500550000.5%0.4%565005600055500550000.5%0.4%0.4%0.3%0.4%0.4%0.3%0.3%0.2%0.2%0.1%0.1%0.0%0.3%0.4%0.3%0.3%00.3%0.3%0.3%0.2%5450054000535002022M012022M022022M032022M042022M052022M062022M072022M082022M09挂牌均价环比数据来源：58安居客房产研究院整。广州广州市二手房挂牌价格走势图(元/平方米)3700036500360003550035000437000365003600035500350002.8%1.5%0.9%0.7%0.7%2.8%1.5%0.9%0.7%0.7%0.0%34500-1.6%34000-1.6%34000-1.9%-2.0%-2.2%-1.7%-1.9%-2.0%335002022M02022M012022M022022M032022M042022M052022M062022M072022M082022M09-3.0%挂牌均价环比数据来源：58安居客房产研究院深圳深圳市二手房挂牌价格走势图(元/平方米)58400582005800057800576005740057200570005680056600564001.2%0.9%0.3%0.2%0.2%-0.2%-0.4%-0.7%-0.8%0.8%0.6%0.4%0.2%0.0%-0.2%-0.9%0.3%0.2%0.2%-0.2%-0.4%-0.7%-0.8%2022M012022M022022M032022M042022M052022M062022M072022M082022M09挂牌均价环比数据来源：58安居客房产研究院响10万以上8-10万5-8万3-5万2-3万2万内0%5%10%2022M0930%3510万以上8-10万5-8万3-5万2-3万2万内0%5%10%2022M0930%35%13.7%14.3%10.2%10.2%26.8%26.8%30.5%30.6%13.0%12.6%5.8%5.5%15%20%25%2022M0810万以上8-10万5-8万3-5万2-3万2万内0%11.0%11.2%6.9%6.8%24.5%24.3%33.2%33.2%16.7%16.2%7.8%8.4%5%10%15%20%25%30%35%2022M092022M08各价格段在架房源变化各价格段房源在架时长变化各价格段房源需求热度变化10万以上8-10万5-8万3-5万2-3万2万内880.4772.0481.6679.8267.8475.6665.9459.9867.8948.1848.6650.310202022M091000202022M09100802022M08数据来源：58安居客房产研究院这时长。10万以上8-10万5-8万3-5万2-3万2万内0%30%2022M0810%20%110万以上8-10万5-8万3-5万2-3万2万内0%30%2022M0810%20%13.0%12.5%13.4%13.5%39.9%40.5%23.0%23.0%6.9%6.6%3.8%3.9%40%50%2022M0910万以上8-10万5-8万3-5万2-3万2万内0%10.4%10.0%9.8%9.4%31.2%30.9%26.3%26.6%12.9%13.4%9.4%9.8%5%10%15%20%25%30%35%2022M092022M08各价格段在架房源变化各价格段房源在架时长变化各价格段房源需求热度变化10万以上8-10万5-8万3-5万2-3万2万内42.7741.9632.3330.8134.4332.0042.9142.4960.6159.4966.0364.36010202022M010202022M0960702022M08数据来源：58安居客房产研究院幅增加。10万以上8-10万5-8万3-5万2-3万2万内0%5%10%2022M0930%3510万以上8-10万5-8万3-5万2-3万2万内0%5%10%2022M0930%35%2.8%2.7%4.4%4.6%20.7%21.1%30.8%30.9%19.6%19.9%21.8%20.7%15%20%25%2022M0810万以上8-10万5-8万3-5万2-3万2万内0%5%10%2022M091.8%2.0%2.7%2.6%14.0%14.4%28.6%29.0%23.4%23.4%29.6%28.6%15%20%25%30%35%2022M08各价格段在架房源变化各价格段房源在架时长变化各价格段房源需求热度变化10万以上8-10万5-8万3-5万2-3万2万内94.2291.8687.9287.1980.0375.5974.3470.7473.5870.1670.3967.180202022M09400202022M092022M08数据来源：58安居客房产研究院10万以上8-10万5-8万3-5万2-3万2万内0%10%30%20%2022M0811.2%11.3%13.6%13.7%310万以上8-10万5-8万3-5万2-3万2万内0%10%30%20%2022M0811.2%11.3%13.6%13.7%36.2%35.7%30.6%29.5%3.4%