The China Institute of Easy House, China, released the 2022 China Hundred Cities Inventory Reports. The demand for home home buyings of the Chinese people declined, and new housing inventory in third- and fourth -tier cities rose last year.
According to the surging news report, the report released by the Shanghai Easy House Real Estate Research Institute on Sunday (January 28) showed that as of the end of 2022, the total inventory of new commercial housing in 100 cities in China was 530.58 million square meters.Compared with the data at the end of 2021, the data increased by 1.3%.The housing inventory across the country has appeared in the upper year -on -year growth trend of 49 consecutive months.
The report pointed out that in 2022, the residential inventory generally showed a monthly rise, which is related to the continued weakness of residential sales in 2022. Behind this situation also reflects that the inventory of various housing companies has fallen into large aspects.The dilemma.
According to the data monitored by the Shanghai Yiju Real Estate Research Institute, as of the end of 2022, the total inventory of new commercial housing in the first, second, and third -ties among 100 cities was 3360, 26572 and 231.26 million square meters.Compared with the end of 2021, the growth rates were 7.4%, -0.1%, and 2.0%, respectively.From the perspective of urban structure, the inventory of the first -tier cities is relatively obvious, which is related to factors such as the impact of the impact of the epidemic in first -tier cities and the accelerated push at the end of the year.And the rare inventory decline in second -tier cities shows that on the one hand, it is affected by the rotten tail event incident, and the supply of new listings in second -tier cities is impacted; on the other hand, it also shows that the continuous purchase policy in the fourth quarter has stimulated some house purchase demand and digested some of the part ofin stock.For third- and fourth -tier cities, the demand for home home buyings is weakened and objectively puts pressure on destocking.
From the perspective of the number, as of the end of 2022, 68 cities in the 100 cities have experienced positive growth year -on -year, and the remaining 32 cities have declined year -on -year.According to the specific cities, the inventory of Zhuhai, Hangzhou and Sanya has increased significantly year -on -year, and its year -on -year growth rate is 72%, 56%, and 46%, respectively.The inventory of Zhaoqing, Suzhou and Changchun has declined rapidly, with the growth rates of -20%, -19%and -18%, respectively.Generally speaking, in 2022, the number of cities with rising cities across the country in 2022, which is about 70 %.This also requires such cities to continue to do a good job of housing consumption stimulus in 2023 to actively and effectively resolve inventory pressure.
Data show that at the end of 2022, the stock marketing ratio of newly -built commercial housing in 100 cities across the country was 18.9 months, which means that the market has been digested for 18.9 months, that is, more than 1.5 years, that is, more than 1.5 years.EssenceThe report pointed out that in 2022, it belongs to the year when the inventory pressure is greater, and the popular interpretation is "difficult to sell houses."
According to the data monitored by the Shanghai Yiju Real Estate Research Institute, since 2010, the country's 100 city property market has gone through a total of three most difficult times of destocking, that is, the highest point of the three exfoliating cycles:1) In February 2012, the sales ratio was 22.8 months; 2) In July 2014, the deposit sales ratio was 20.9 months; 3) In June 2022, the deposit ratio was 20.2 months.From the division of this stage, it can be seen that 2022 is actually the stage with the largest inventory pressure in the past 8 years.
