20230217_中银证券_房地产行业证券研究报告：春节返乡楼市调研系列_26页.pdf

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15.08%15.52%67.86%59.29%17.06%25.19%0%10%20%30%40%50%60%70%80%90%100%2010 20200-14 15-59 60 2023 2 17 8 7.2021 40324 8.6%19727 1+1+3+5 8.9.(2019-2035)(2019-2035)2696229308318303484537117403241242313579148441635817815197278.7%8.6%9.5%6.5%8.6%9.3%9.3%10.2%8.9%10.7%0%2%4%6%8%10%12%05,00010,00015,00020,00025,00030,00035,00040,00045,0002016 2017 2018 2019 2020 2021 2023 2 17 9 2 2.1 78%5322 2 2 1 14 7 5 5 7 14 367.1 2016 10.11.78%2014 2019 2019 2023 2 17 10 12./5,500 6,500 5,800 9,300 8,800 6,300 5,500 7,000 6,300 5,400 9,300 13.2023 2 17 11 2.2 22 9 2022 2022 199.2 13.1%1800.6 12.4%353.9 27.3%119.4 26.2%2022 2022 362.8 49.4%227.0 47.0%2022 1.1%6316/2018-2020 2018-2020 2022 2022 80-95 14.15.2022 16.2022 17.2021 54987778707066706250 631611.1%41.5%-9.1%-5.7%-6.3%1.1%-20%-10%0%10%20%30%40%50%01000200030004000500060007000800090002017 2018 2019 2020 2021 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56346062586558205570611759465800576856445966568356491872292232531152082692071791281591781490501001502002503005,2005,3005,4005,5005,6005,7005,8005,9006,0006,1006,200 2023 2 17 15 2022 7-8 2022 8 2021 10 44.8%2022 8 6553/2021 10 1.4%2022 23./2022 1 2 3 2.5 2022 2022 224 791.83 28.0%85 261 21.60%44 109 53.86%76 333 31.46%2020 2022 26.5%1156/2022 1 2022 5 8 11 12 20 2 2021 2021 2020 2021 2021 68.4%3 2022 664365606598657065556550667966836624682465531735135710941051998147411631340128299995802004006008001000120014001600180020006,4006,4506,5006,5506,6006,6506,7006,7506,8006,850 2023 2 17 16 24.25.2022 2022 7.7 26.2022 169 635.01 30.04%50.2%69.79 44.99 13.77 4.24 2022 1099/27.8%,182124177207 2103472240501001502002503003504002016 2017 2018 2019 2020 2021 2022541.6354.6626.4728.7517.51099.8791.83-34.5%76.6%16.3%-29.0%112.5%-28.0%-60%-40%-20%0%20%40%60%80%100%120%0200400600800100012002016 2017 2018 2019 2020 2021 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