China-Singapore Jingwei client, April 23 (Dong Xiangyi) A few days ago, the National Bureau of Statistics released the first quarter real estate development investment data of 31 provinces. The China-Singapore Jingwei client sorted out and found that from the perspective of cumulative real estate investment, Guangdong and Zhejiang took the top three, Jiangsu ranked first with 271.782 billion yuan, followed by Guangdong and Zhejiang with 254.883 billion yuan and 204.465 billion yuan respectively.
The new latitude and longitude of Dong Xiangyi in the data map
Jiangsu, Guangdong and Zhejiang rank in the top three, real estate development investment exceeds 200 billion
According to data released by the National Bureau of Statistics, from January to March, national real estate development investment was 2,196.3 billion yuan, a year-on-year decrease of 7.7%, and the rate of decrease was 8.6 percentage points narrower than that of January-February.
In terms of provinces, Jiangsu, Guangdong and Zhejiang rank in the top three of the 31 provinces' real estate investment rankings, with investment amounts exceeding 200 billion yuan. Among them, Jiangsu invested 271.782 billion yuan, Guangdong and Zhejiang invested 254.883 billion yuan and 204.465 billion yuan respectively.
Generally speaking, these three places are the “big households” provinces that firmly occupy the top three in the real estate development investment list. It is not surprising that Guangdong occupies the top of the list, and Jiangsu surpassed Guangdong in the first quarter of this year. Statistics from the National Bureau of Statistics show that in 2019, Guangdong topped the list with 1,585.216 billion yuan, and Jiangsu and Zhejiang ranked second and third with 1,09.035 billion yuan and 1,068.297 billion yuan, respectively.
Zhang Dawei, chief analyst of Centaline Real Estate, told Zhongxin Jingwei reporter that at the beginning of this year, due to the double impact of the new crown pneumonia epidemic and the Spring Festival compared with last year, most of the country ’s real estate activities were closed and suspended in February, and the real estate market was hit by a large short-term impact. Most cities No particles.
"Due to the different rhythm of the epidemic recovery in different regions, overall, Jiangsu ’s epidemic has the best control, so the recovery is the fastest. Of course, the epidemic in Guangdong has also recovered quickly, but in April, Guangzhou rebounded again. It is estimated that Guangdong ’s epidemic rebounded in the second quarter. Real estate development investment data is still not optimistic. "Zhang Dawei said.
Sino-Singapore Jingwei client compared data on confirmed cases of new coronary pneumonia in Guangdong and Jiangsu-data from the Guangdong Health and Health Commission showed that as of April 21, there were 1582 confirmed cases of new coronary pneumonia in Guangdong and 8 deaths; data from the Jiangsu Health and Health Commission showed As of April 21, 631 cases were diagnosed and all have been discharged.
Judging from the ladder distribution of the rankings, in addition to Jiangsu, Guangdong and Zhejiang in the first echelon, there are 5 provinces with real estate development investment between 100 and 200 billion yuan, namely Shandong, Sichuan, Anhui, Henan and Fujian; There are 9 provinces between 100 billion yuan, namely Shanghai, Chongqing, Yunnan, Hunan, Guangxi, Beijing, Guizhou, Hebei, and Shaanxi, with the central and eastern provinces as the main provinces. In addition, there are 7 provinces with less than 10 billion yuan, and Tibet ranks last in the country with 664 million yuan.
Only 8 provinces have a positive growth rate, Qinghai leads the trend
The Sino-Singapore Jingwei client noted that from the perspective of year-on-year growth, 22 provinces in the first quarter grew faster than the national average (-7.7%). Eight provinces have achieved positive growth, and Qinghai leads the country with an investment growth rate of 47.6%. In addition, the growth rate of 22 provinces including Heilongjiang and Hainan was negative. In Hubei, where the epidemic is severe, the growth rate of real estate development investment fell by 73.7% in the first quarter.
The real estate development enterprises in Qinghai are basically concentrated in Xining City, Haixi Prefecture and Haidong Region. In March, the National Bureau of Statistics released data on housing prices in 70 cities across the country. In 70 large and medium-sized cities, new city prices rose in 38 cities. Xining's 1.4% month-on-month increase was the highest in the country.
Some analysts have pointed out that "from the perspective of investment, the Xining property market is a pearl left behind by the real estate speculators." Because there is no obvious population inflow, Xining ’s house prices are like stock prices without fundamental support. Until March this year, Xining launched the “Detailed Rules for the Implementation of the Xining City Hukou Relocation Policy”. ”And other key groups settled matters settled, and abolished the corresponding restrictions on settlement.
Yan Yuejin, Director of Research at the Think Tank Center of E-House Research Institute, told reporters at China-Singapore Jingwei that investment in Qinghai had grown rapidly in the first quarter, and house prices in Xining had increased significantly, which is a phenomenon worth noting. With the continuous development of the western development, the real estate market in Qinghai has gradually matured, and its house prices have not risen in the past. Now it is a supplementary increase in house prices, which is reflected in the increase in the housing market and the land market.
The number of real estate adjustments reached 171 in the first quarter
Statistics from the Central Plains Real Estate Research Center show that in March, the country ’s real estate control policies continued to occur frequently. On the basis of the historical record of 75 times in February, the real estate related policies were issued 60 times in March.
The cumulative number of real estate regulation and control in the first quarter was as high as 171, compared with 104 in the same period in 2019, up 65% year-on-year. The localities insisted on the same position of "no housing, no speculation", and the city's policy was more flexible, and more relevant real estate policies were optimized from the supply side and the demand side.
Recently, in response to the impact of the new coronary pneumonia epidemic on the property market, many cities have introduced new policies to support housing companies to resume work and resume production, and optimize policies for talent settlement and talent purchase. There are also "one-day tours" of the property market policies of many cities, such as Guangzhou, Jinan, Haining, Baoji, etc. The policies involving "relaxation of purchase restrictions" and "down payment" have been withdrawn, reflecting that "housing is not speculated" is still controlled by the property market. Main tone.
According to Zhang Dawei ’s analysis, “At present, the local policies are very limited, and the current real estate policies basically only have a certain impact on throttling. For real estate companies, the biggest problem is funding pressure, especially the issue of maturity debt. Once Sales cannot recover quickly, and housing companies will face general funding pressure in the second quarter. "
Regarding the follow-up of real estate development and investment, Caixin Securities believes that due to the influence of funds, the land investment intensity of housing companies has been restored, but it is still relatively cautious. However, with the marginal loosening of financing policies, from the financial point of view, the future land supply is expected to be quickly repaired, and the land market is expected to recover. It is expected that the annual land market heat will be better than last year.
Peng Yongtao, director of the investment department of the National Bureau of Statistics, said that with the implementation of policies and effective control of the epidemic, China's investment will gradually return to normal, investment vitality will be further stimulated, effective investment demand will continue to be released, and investment is expected to gradually recover. (Sino-Singapore Jingwei app)
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