房地产开发2025年1-6月统计局数据点评：房地产开发投资额加速下滑，全国新房销售金额-5.5%

请仔细阅读本报告末页声明 增持（维持）行业走势作者分析师金晶执业证书编号：S0680522030001邮箱：jinjing3@gszq.com分析师夏陶执业证书编号：S0680524070006邮箱：xiatao@gszq.com相关研究1、《房地产开发：2025W28：7月首周新房成交明显下降，上半年土地市场分化演绎》2025-07-132、《房地产开发：2025W27：本周新房成交同比+2.3%，关注月末会议》2025-07-063、《房地产开发：2025W26：新房成交维持低位，二手房成交逐步弱于去年同期》2025-06-29-10%4%18%32%46%60%2024-072024-112025-032025-07房地产开发沪深300 P.2内容目录一、1-6月房地产开发投资额累计同比-11.2%............................................................................................3二、1-6月销售金额累计同比-5.5%，销售面积累计同比-3.5%....................................................................6三、1-6月房企到位资金累计同比-6.2%....................................................................................................9四、投资建议........................................................................................................................................11风险提示..............................................................................................................................................11图表目录图表1：房地产开发投资额累计值及同比...................................................................................................3图表2：房地产开发投资额单月值及同环比...............................................................................................3图表3：住宅开发投资额累计值及同比......................................................................................................3图表4：住宅开发投资额单月值及同环比...................................................................................................3图表5：累计开发投资额同比增速分业态（%）.........................................................................................4图表6：单月开发投资额同比增速分业态（%）.........................................................................................4图表7：累计投资同比增速分区域（%）...................................................................................................4图表8：单月投资同比增速分区域（%）...................................................................................................4图表9：累计新开工面积及同比................................................................................................................5图表10：单月新开工面积及同环比...........................................................................................................5图表11：累计竣工面积及同比.................................................................................................................5图表12：单月竣工面积及同环比..............................................................................................................5图表13：各类房屋累计新开工面积同比（%）...........................................................................................6图表14：各类房屋累计竣工面积同比（%）..............................................................................................6图表15：累计施工面积及同比.................................................................................................................6图表16：各类房屋累计施工面积同比（%）..............................................................................................6图表17：商品房销售金额累计值及同比....................................................................................................7图表18：商品房销售金额单月值及同环比.................................................................................................7图表19：商品房销售面积累计值及同比....................................................................................................7图表20：商品房销售面积单月值及同环比.................................................................................................7图表21：累计销售金额同比分业态...........................................................................................................7图表22：累计销售面积同比分业态...........................................................................................................7图表23：累计销售金额同比分区域...........................................................................................................8图表24：单月销售金额同比分区域...........................................................................................................8图表25：商品房销售累计均价及同比.......................................................................................................8图表26：商品房待售面积及同比..............................................................................................................8图表27：房企到位资金累计值及同比.......................................................................................................9图表28：房企到位资金单月值及同环比....................................................................................................9图表29：各项资金来源占比（%）...........................................................................................................9图表30：各项资金来源累计同比（%）....................................................................................................9图表31：国内贷款累计值及同比.............................................................................................................10图表32：利用外资累计值及同比.............................................................................................................10图表33：自筹资金累计值及同比.............................................................................................................10图表34：定金及预收款累计值及同比..............................