2022年6月第4周宏观周报：美联储承认衰退可能，国内出行与楼市持续回暖

1 同比正增长城市数合计北京上海广州成都南京武汉西安苏州郑州重庆深圳长沙昆明南宁东莞石家庄厦门合肥6月中旬7-11.0%-46.0%-47.1%96.3%-0.1%-7.5%2.4%-10.8%-13.0%-38.4%-2.0%9.2%-16.4%-12.5%2.5%13.3%-14.1%30.2%9.9%6月上旬6-19.4%-63.2%-61.6%82.8%-4.0%-11.5%-1.5%-9.5%-13.3%-41.5%-1.3%0.8%-8.8%-0.8%21.0%17.5%-11.2%27.3%12.6%5月下旬3-38.5%-87.0%-99.8%1.5%-9.7%-23.7%-7.2%-18.6%-25.8%-49.0%-11.7%-5.0%-15.3%-25.0%-0.4%-19.8%-18.4%30.2%6.0%5月中旬3-41.0%-77.2%--22.9%-6.5%-20.7%-3.9%-14.9%-31.1%-63.7%-15.3%-14.3%-13.0%-15.1%1.0%-26.2%-14.6%24.7%9.8%5月上旬3-41.0%-77.2%-100.0%-22.9%-6.5%-20.7%-3.9%-14.9%-31.1%-63.7%-15.3%-14.3%-13.0%-15.1%1.0%-26.2%-14.6%24.7%9.8%4月下旬2-38.6%-33.8%-100.0%-29.8%-12.3%-39.1%-31.4%-26.0%-71.9%-43.9%-7.7%-13.9%25.3%-19.2%-5.5%-26.4%-23.5%25.5%-48.8%4月中旬2-38.6%-33.8%-100.0%-29.8%-12.3%-39.1%-31.4%-26.0%-71.9%-43.9%-7.7%-13.9%25.3%-19.2%-5.5%-26.4%-23.5%25.5%-48.8%4月上旬0-43.4%-24.0%-100.0%-28.7%-32.9%-57.4%-15.4%-30.3%-56.4%-50.9%-20.5%-31.1%-61.9%-45.6%-36.1%-51.3%-28.3%-9.5%-43.3%3月下旬0-35.6%-14.8%-84.6%-21.3%0.0%-65.8%-10.0%-29.8%-46.9%-38.2%-17.3%-41.2%-60.1%-37.3%-20.7%-50.4%-9.5%-5.5%-20.4%3月中旬1-39.6%-19.2%-68.1%-31.7%-5.3%-45.2%-19.9%-57.3%-42.2%-25.3%-20.7%-87.5%-16.4%-52.8%-13.1%-79.1%-5.0%0.8%-4.0%3月上旬8-8.1%3.9%-5.0%-4.9%-10.1%3.6%-30.9%-16.4%-25.0%-11.3%5.4%-41.3%9.9%-9.1%6.6%-27.5%18.0%46.7%28.7%5月1-41.5%-77.9%-99.9%-19.2%-9.6%-27.6%-12.9%-20.6%-40.7%-66.5%-13.9%-12.1%-21.8%-22.8%-3.5%-29.4%-21.5%10.2%-7.1%4月1-41.1%-24.0%-100.0%-36.4%-21.1%-46.7%-26.9%-34.7%-65.7%-45.5%-12.1%-20.5%-29.1%-30.4%-23.6%-39.7%-23.4%12.0%-42.0%3月3-28.2%-10.3%-54.0%-19.6%-4.9%-38.1%-19.6%-34.6%-38.7%-25.6%-11.1%-56.4%-24.7%-33.1%-9.4%-53.4%0.2%12.9%0.3%202220212022202120222021202220216月第二周430.3320.02053.71487.41032.41669.83.97.96月第一周265.2410.72872.93465.81365.31665.05.716.65月第四周221.5463.32926.72696.51354.72765.03.07.95月第三周232.2412.33434.22944.71685.32319.83.514.85月第二周221.8425.32059.72586.21595.42332.52.719.75月第一周217.5457.11914.91870.41429.62066.62.814.54月第四周129.2307.21067.91434.01064.71430.51.220.14月第三周221.6458.82893.94231.12133.03406.36.521.24月第二周214.7419.71776.92465.31832.81805.94.127.84月第一周181.5410.11786.02169.21467.21465.82.728.63月第五周152.0367.6966.03242.2808.21470.32.229.63月第四周255.6427.12483.53274.62005.31814.23.023.13月第三周233.0415.42561.31905.61305.51447.95.018.33月第二周184.4425.01391.21787.4992.81433.44.316.43月第一周203.3377.92414.81905.11211.52676.85.120.15月合计893.01757.910335.410097.86065.19483.94月合计747.01595.87524.710299.56497.88108.53月合计1028.32012.99816.812114.96323.38842.56月第二周同比6月第一周同比5月第四周同比5月第三周同比今年5月同比今年4月同比今年3月同比-53.2%-26.9%-19.9%100大中城市成交土地溢价率————30大中城市商品房成交面积（万平方米）100大中城市供应土地面积）（万平方米）100大中城市成交土地面积（万平方米）-76.1%34.5%38.1%——-49.2%——-43.7%-17.1%8.5%16.6%-38.2%-50.5%-48.9%-19.0%-28.5%——2.4%-36.0%——-18.0%-51.0%-27.4%-65.6%-62.2%-35.4%-52.2%