房地产行业12月数据分析：销售继续回暖，房价结构性上涨，房企对市场保持谨慎

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1、证券研究报告：行业研究房地产销售继续回暖房价结构性上涨房企对市场保持谨慎评级：中性维持房地产行业12月数据分析2018年1月19日行业月报投资要点：相关研究：➢销售：12月份一二线城市销售回暖，三四线城市销售继续保持火热；全国商品房库存继续下降，住宅库存已下降至2013年10月份水平。➢价格：12月份全国住宅销售价格结构性上涨，尤其是一二线城市价格结构性上涨，带动商品房价格上涨。➢投资：12月份土地购置、新开工、竣工数据均低于预期；房地产投资增速继续下行。在库存大幅下降和销售回暖背景下，房企补库存意愿不强，表明房地产企业对后市并不乐观。➢融资：受销售回暖影响，房企定金及预收款继续同比增长；银

2、行贷款和自筹资金也同比两位数增长，房地产企业现金流充裕。分析师：平海庆执业证书编号：S0760511010003电话：010-83496341邮箱：pinghaiqing@sxzq.com地址：太原市府西街69号国贸中心A座28层北京市西城区平安里西大街中海国际中心7层山西证券股份有限公司http://www.i618.com.cn数据来源：wind资讯、山西证券研究所请参阅最后一页股票评级说明和免责声明0行业研究

3、地产月报图表目录1.销售：三四线销售强劲带动销售反弹····················································3图1：全国商品房累计

4、销售面积··················································································4图2：全国商品房累计销售金额··················································································4图3：全国商品房单月销售面积··················································································4图4：全国商品房单月销售金额····

5、··············································································4图5：30城市销售面积·····························································································5图6：一线城市销售面积···························································································5图7：二线城市销售面积·

6、··························································································5图8：三线城市销售面积···························································································5图9：TOP10房企销售面积·························································································6图

7、10：TOP10房企销售金额·······················································································6图11：TOP10房企销售增速·······················································································6图12：TOP10房企销售占比···············································································

8、········6图13：全国商品房待售面积·······················································································7图14：全国商品住宅待售面积··················································································