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Table_RightTitle|Table_Title Table_IndustryRank()Table_ReportType Table_ReportDate 2023 08 21 T abl e _S umm ary 2023 3 22 2023 2021 2023H1 300 1.36-31.6%2023H1 300 21.2%54.4%24.4%+1.1pct+1.8pct-3.0pct 2023H1 300 6.7%2.43pct 4.34pct 聚焦核心城市一定程度推 升楼 面均价，2023H1，300 城 住 宅用地 成交 楼面 价约为 6994.4 元/平，同 比 上涨 16.7%。2023 上半年 300 城流拍率环比微降，各能级城市 表现分 化。2023H1，300 城 住宅 用 地流拍 率 为 14.1%，环比上 年下 半年 下 降 0.1pct，同 比下 降 5.6pct。其 中，一 线、二线、三四线 城市 2023 年上 半年 土地流 拍率 分别 为 3.1%、7.8%、19.3%，环比上年下半年变动-1.9pct、-0.1pct、+2.1pct，同比变动分别为-1.9pct、-3.9pct、-6.3pct。2023 300 30 7747.97 300 81.1%2.5pct 9.7pct 2023 1-7 22 Table_Chart 300 Table_ReportList 7 FOF Table_Authors:S0270522020001 02032255210-25%-20%-15%-10%-5%0%5%10%房地产 沪深300 3580 Table_Pagehead 2 21 68%2022 11pct 27%2022 11pct 30 TOP30 2023 1-7 30 23 1000 400-1000 400 2023 1-7 19.3%32.0%40.4%ZXDWxOnQoNqRsMmPtOoRpO9PbP9PnPqQsQnOkPpPvNlOsQoN7NrQrOuOqQqQMYpMqM Table_Pagehead 3 21$st art$1.5 2.8 2.1.8 2.2.10 2.3.12 2.4.14 3.15 3.1.15 3.2.16 3.3 TOP30.16 3.4.17 4.18 5.20 1.5 2 2021-2022 22.6 3 2021 2023 22 8 17.7 4 300%.8 5 300%.8 6%.9 7%.9 8%.9 9%.9 10%10 11%10 12 300%.11 13%.11 14%.11 15%.11 16 300.11 17 300/%.12 18 300%.12 19/%.13 20%.13 21/%.13 22%.13 23/%.13 24%.13 25 300%.14 26%.14 27%.14 28%.14 29 TOP30%.15 Table_Pagehead 4 21 30 300 TOP30%.16 31 TOP30.16 32 22.17 33 2023 1-7 TOP30.18 34 2023 1-7 TOP30.19 35 23 1-7 TOP30.19 Table_Pagehead 5 21 1 2021 2 18 2021 3 2021 2021 8 722 3 22 2023 2021 2022 1 Table_Pagehead 6 21 2021 2 2021 1 3 2;2021 8 722 15%2022 12 1()3 2 5 3 4 3 5 2 2021-2022 22 Table_Pagehead 7 21 3 2021 2023 22 8 17 2021 2023/20%20%20%20%20%20%50%50%20%20%20%-50%20%20%-50%20%20%20%20%-30%20%30%-50%20%-25%50%20%20%-50%20%20%20%-4.0%-2.0%0.0%2.0%4.0%6.0%8.0%10.0%12.0%14.0%16.0%2021R1 2021R2 2021R3 2022R1 2022R2 2022R3 2022R4溢价率 Table_Pagehead 8 21 20%-30%20%30%-100%20%-100%20%-30%20%20%-50%20%-50%20%20%20%-100%20%-100%20%20%20%-30%20%-30%20%-100%20%-100%2 2.1 2023H1 300 1.83 32.8%1103.51 7728.31 9491.56-6.0%-24.7%-40.0%2023H1 300 1.36-31.6%770.07 5777.28 7101.96-31.2%-26.2%-35.4%4 300%5 300%Table_Pagehead 9 21 6%7%8%9%-60.0%-50.0%-40.0%-30.0%-20.0%-10.0%0.0%10.0%20.0%30.0%40.0%0200004000060000800001000001200002023H12022H22022H12021H22021H12020H22020H12019H22019H12018H22018H12017H22017H12016H22016H12015H22015H12014H22014H12013H22013H1规划建筑 面积(万)同比增速-60.0%-50.0%-40.0%-30.0%-20.0%-10.0%0.0%10.0%20.0%30.0%40.0%01000020000300004000050000600007000080000900002023H12022H22022H12021H22021H12020H22020H12019H22019H12018H22018H12017H22017H12016H22016H12015H22015H12014H22014H12013H22013H1规划建筑 面积(万)同比增速-100.0%-50.0%0.0%50.0%100.0%150.0%200.0%050010001500200025003000350040002023H12022H22022H12021H22021H12020H22020H12019H22019H12018H22018H12017H22017H12016H22016H12015H22015H12014H22014H12013H22013H1规划建筑 面积(万)同比增速-100.0%-50.0%0.0%50.0%100.0%150.0%200.0%0500100015002000250030002023H12022H22022H12021H22021H12020H22020H12019H22019H12018H22018H12017H22017H12016H22016H12015H22015H12014H22014H12013H22013H1规划建筑 面积(万)同比增速 Table_Pagehead 10 21 10%11%2.2 土地出让金规模明显 下降。根据 中指 研究 院数 据统 计，2023H1，300 城 住宅 用 地 土地出让 金规 模为9548.59 亿 元，同 比下 滑20.1%。其 中，一线、二 线、三四 线城 市土地出让 金额 分别 约为2019.82亿元、5194.14 亿 元、2334.62 亿元，同 比分 别变 动-15.6%、-17.4%、-28.8%。一线城市土地出让金 占比 自2019年持续提升。从 结 构上来 看，2023H1，300 城 中一线、二 线、三四 线城 市土 地出让 金占 比分 别为 21.2%、54.4%、24.4%，较 上年 同期分别变动+1.1pct、+1.8pct 和-3.0pct。从 历史 数据 来 看，一 线城 市土 地出 让金 占比自2019 年 整体 保持 上行 趋势。-60.0%-50.0%-40.0%-30.0%-20.0%-10.0%0.0%10.0%20.0%30.0%40.0%050001000015000200002500030000350002023H12022H22022H12021H22021H12020H22020H12019H22019H12018H22018H12017H22017H12016H22016H12015H22015H12014H22014H12013H22013H1规划建筑 面积(万)同比增速-80.0%-60.0%-40.0%-20.0%0.0%20.0%40.0%60.0%0500010000150002000025000300002023H12022H22022H12021H22021H12020H22020H12019H22019H12018H22018H12017H22017H12016H22016H12015H22015H12014H22014H12013H22013H1规划建筑 面积(万)同比增速-50.0%-40.0%-30.0%-20.0%-10.0%0.0%10.0%20.0%30.0%40.0%50.0%0100002000030000400005000060000700002023H12022H22022H12021H22021H12020H22020H12019H22019H12018H22018H12017H22017H12016H22016H12015H22015H12014H22014H12013H22013H1规划建筑 面积(万)同比增速-60.0%-40.0%-20.0%0.0%20.0%40.0%60.0%01000020000300004000050000600002023H12022H22022H12021H22021H12020H22020H12019H22019H12018H22018H12017H22017H12016H22016H12015H22015H12014H22014H12013H22013H1规划建筑 面积(万)同比增速 Table_Pagehead 11 21 12 300%13%14%15%16 300-80.0%-60.0%-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%100.0%0500000001000000001500000002000000002500000003000000003500000002023H12022H22022H12021H22021H12020H22020H12019H22019H12018H22018H12017H22017H12016H22016H12015H22015H12014H22014H12013H22013H1土地出让 金(万元)同比增速-100.0%-50.0%0.0%50.0%100.0%150.0%200.0%250.0%300.0%350.0%400.0%05000000100000001500000020000000250000003000000035000000400000004500000050000000土地出让 金(万元)同比增速-80.0%-60.0%-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%100.0%120.0%140.0%0200000004000000060000000800000001000000001200000001400000001600000002023H12022H22022H12021H22021H12020H22020H12019H22019H12018H22018H12017H22017H12016H22016H12015H22015H12014H22014H12013H22013H1土地出让 金(万元)同比增速-100.0%-50.0%0.0%50.0%100.0%150.0%0200000004000000060000000800000001000000001200000001400000002023H12022H22022H12021H22021H12020H22020H12019H22019H12018H22018H12017H22017H12016H22016H12015H22015H12014H22014H12013H22013H1土地 出让 金(万元)同比增速 Table_Pagehead 12 21 2.3 聚焦核心城市一定程 度推 升楼面均价。根 据中 指研 究院数 据统 计，2023H1，300 城住宅用地 成交 楼面 价约 为6994.4 元/平，同比 上涨16.7%，其中，一线、二线、三四 线分别约为26229.11 元/平、8990.64 元/平、3284.88 元/平，同比分 别变 动+22.7%、+12.0%、+10.2%。平均溢价率水平明显 上行。根据 中指 研究 院数 据统 计，2023H1，300 城 住宅 用 地 平均溢价率 为6.7%，同比 上升2.43pct，环 比去 年下 半年 提升了4.34pct。其中，一 线、二线、三 四线 平均 溢价 率分 别 为8.86%、6.39%、5.58%，同 比分别 变动+4.35pct、+1.84pct、+2.03pct，环比 分别 变动+4.87pct、+4.59pct、+3.35pct。17 300/%18 300%0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%一线 二线 三四线-20.0%-10.0%0.0%10.0%20.0%30.0%40.0%50.0%60.0%0100020003000400050006000700080002023H12022H22022H12021H22021H12020H22020H12019H22019H12018H22018H12017H22017H12016H22016H12015H22015H12014H22014H12013H22013H1成交楼面 均价(元/)同比增速01020304050602023H12022H22022H12021H22021H12020H22020H12019H22019H12018H22018H12017H22017H12016H22016H12015H22015H12014H22014H12013H22013H1平均溢价 率(%)Table_Pagehead 13 21 19/%20%21/%22%23/%24%-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%100.0%120.0%0500010000150002000025000300002023H12022H22022H12021H22021H12020H22020H12019H22019H12018H22018H12017H22017H12016H22016H12015H22015H12014H22014H12013H22013H1成交楼面 均价(元/)同比增速01020304050607080902023H12022H22022H12021H22021H12020H22020H12019H22019H12018H22018H12017H22017H12016H22016H12015H22015H12014H22014H12013H22013H1平均溢价 率(%)-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%100.0%0100020003000400050006000700080009000100002023H12022H22022H12021H22021H12020H22020H12019H22019H12018H22018H12017H22017H12016H22016H12015H22015H12014H22014H12013H22013H1成交楼面 均价(元/)同比增速0102030405060702023H12022H22022H12021H22021H12020H22020H12019H22019H12018H22018H12017H22017H12016H22016H12015H22015H12014H22014H12013H22013H1平均溢价 率(%)Table_Pagehead 14 21 2.4 2023 上半年300城流拍率环 比微降，各能级 城市表现 分化。根 据中 指研 究院 数 据统计，2023H1，300 城住 宅用 地 流 拍率（以流 拍土 地宗 数与 推出土 地宗 数计 算）为14.1%，环比上年 下半 年下 降0.1pct，同比 下降5.6pct。其 中，一线、二线、三四 线城 市2023 年上半年 土地 流拍 率分 别为3.1%、7.8%、19.3%，环比 上年 下半年 变动-3.4pct、-0.1pct、+2.1pct，同比 变动分 别为-1.9pct、-3.9pct、-6.3pct，一 二线 城市 延续 下降 趋势，三四线 环比 有所 上升。25 300%26%27%28%-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%100.0%0500100015002000250030003500400045002023H12022H22022H12021H22021H12020H22020H12019H22019H12018H22018H12017H22017H12016H22016H12015H22015H12014H22014H12013H22013H1成交楼面 均价(元/)同比增速0102030405060702023H12022H22022H12021H22021H12020H22020H12019H22019H12018H22018H12017H22017H12016H22016H12015H22015H12014H22014H12013H22013H1平均溢价 率(%)0.0%5.0%10.0%15.0%20.0%25.0%2023H12022H22022H12021H22021H12020H22020H12019H22019H12018H22018H12017H22017H12016H22016H12015H22015H12014H22014H12013H22013H1流拍率0.0%2.0%4.0%6.0%8.0%10.0%12.0%14.0%2023H12022H22022H12021H22021H12020H22020H12019H22019H12018H22018H12017H22017H12016H22016H12015H22015H12014H22014H12013H22013H1流拍率 Table_Pagehead 15 21 3 3.1 2023 300 30 7747.97 300 81.1%2.5pct 9.7pct 9667023 8580725 5188338 4779003.35 4311852.8-30.8%-12.4%-41.0%-11.7%+26.3%29 TOP30%0.0%2.0%4.0%6.0%8.0%10.0%12.0%14.0%16.0%2023H12022H22022H12021H22021H12020H22020H12019H22019H12018H22018H12017H22017H12016H22016H12015H22015H12014H22014H12013H22013H1流拍率0.0%5.0%10.0%15.0%20.0%25.0%30.0%2023H12022H22022H12021H22021H12020H22020H12019H22019H12018H22018H12017H22017H12016H22016H12015H22015H12014H22014H12013H22013H1流拍率-200.0%-100.0%0.0%100.0%200.0%300.0%400.0%500.0%600.0%700.0%020000004000000600000080000001000000012000000杭州市北京市上海市苏州市广州市西安市成都市合肥市南京市天津市宁波市深圳市无锡市长沙市佛山市武汉市厦门市温州市台州市石家庄市嘉兴市南通市青岛市金华市绍兴市盐城市重庆市南昌市济南市徐州市土地出让 金(万元)同比增速 Table_Pagehead 16 21 3.2 2023H1 300 2023H1 30 7463.63 29.5%300 54.7%+4.7pct+1.6pct 2023H1 300 771.1 574.78 379.04 336.11 309.88+40.8%-38.7%-47.8%-26.6%-39.5%30 300 TOP30%:3.3 TOP30 2023 300 30 31 TOP30-100.0%-50.0%0.0%50.0%100.0%150.0%200.0%250.0%300.0%350.0%400.0%0100200300400500600700800900西安市杭州市合肥市成都市苏州市宁波市长沙市石家庄市南通市天津市北京市广州市台州市金华市南京市嘉兴市上海市温州市济宁市武汉市盐城市保定市佛山市徐州市菏泽市无锡市芜湖市南宁市南昌市太原市规划建筑 面积(万)同比增速 Table_Pagehead 17 21 3.4 2023 1-7 22 68%2022 11pct 27%2022 11pct 22 16 32 22 2022 2023 7 31 69%8%19%4%86%0%8%6%64%5%30%1%87%0%2%11%64%3%31%3%86%0%0%14%55%0%42%3%54%0%15%31%49%4%35%12%67%13%4%17%48%5%30%17%73%0%8%20%41%2%45%12%69%0%12%18%38%3%40%19%34%5%21%40%35%2%54%10%66%9%12%14%34%0%44%22%61%2%14%23%32%0%65%3%98%0%0%2%31%0%55%14%53%4%11%32%28%3%29%39%53%0%3%44%27%0%65%8%54%2%6%39%25%0%60%15%80%0%7%13%0246810121416杭州市北京市上海市苏州市广州市西安市成都市合肥市南京市天津市宁波市深圳市无锡市长沙市佛山市武汉市厦门市温州市台州市石家庄市嘉兴市南通市青岛市金华市绍兴市盐城市重庆市南昌市济南市徐州市2022H1 平均溢价 率(%)2023H1 平均溢价 率(%)Table_Pagehead 18 21 21%2%64%13%69%4%17%9%18%1%57%24%78%0%12%10%16%5%73%6%28%4%40%28%12%19%20%49%19%11%1%69%3%5%72%20%53%0%11%36%0%0%89%11%81%0%19%0%0%0%0%100%68%0%10%22%37%5%42%16%59%5%9%27%:4 30 TOP30 2023 1-7 30 23 1000 400-1000 400 2023 1-7 19.3%32.0%40.4%TOP30 23 13 30%7 TOP30 20 11 2022 2023 1-7 33 2023 1-7 TOP30 1 479 1401 2 468 1918 3 372 830 4 371 1805 5 294 689 6 259 1158 7 213 600 8 210 1795 9 204 440 10 200 536 11 166 623 Table_Pagehead 19 21 12 125 735 13 122 487 14 110 186 15 102 302 16 102/17 99/18 94 246 19 91 172 20 79/21 76 596 22 73 145 23 69 219 24 58 1497 25 57/26 56 218 27 55/28 54/29 53 119 30 52/34 2023 1-7 TOP30:35 23 1-7 TOP30 0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%90.0%华润置地保利发展建发房产中海地产绿城中国招商蛇口越秀地产万科中国铁建滨江集团华发股份龙湖集团中国金茂中建壹品保利置业伟星房产长隆集团首开股份国贸地产富皋万泰 投资金地集团中建智地大华集团碧桂园坤和集团华侨城北京建工 集团中建玖合建杭置业亚伦房地 产2023H1 拿地强度 2022 拿地强度 Table_Pagehead 20 21 1-7 1000 6 1844 9574 19.3%400 1-7 1000 9 1771 5535 32.0%1-7 400 8 649 1605 40.4%:2023 1-7 TOP30 5 2023 Table_Pagehead 21 21$en d$Table_InudstryRankInfo 6 10 6 10-10 6 10 Table_StockRankInfo 6 15 6 5 15 6-5 5 6 5 300 Table_RiskInfo Table_PromiseInfo Tale_ReliefInfo Table_AdressInfo 1528 28 2007 11
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