2022年7月第2周宏观周报：美国就业数据再次提振加息预期，国内下半年或存在宽松退潮风险

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7月上旬（截止7月8日）3-18.3%-37.5%-32.1%14.2%-0.2%-17.8%5.9%-26.8%-13.2%-31.9%6.1%-34.6%-19.8%-16.0%-13.1%-12.2%-30.8%-26.1%-20.8%6月下旬10-9.0%-31.5%-39.0%46.4%0.6%-10.7%5.5%-8.8%-3.5%-32.4%4.0%1.0%-1.9%2.0%15.4%72.6%-8.8%20.2%12.2%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3-36.7%-85.6%-97.4%3.9%-6.7%-21.5%-6.4%-18.4%-23.2%-46.5%-9.3%-2.7%-16.3%-24.6%-2.5%-20.0%-16.7%32.6%6.6%5月中旬3-42.4%-79.7%-100.0%-23.6%-10.7%-23.6%-6.3%-16.0%-33.1%-62.8%-18.2%-16.0%-12.6%-16.9%1.6%-25.8%-16.3%22.0%10.0%5月上旬0-43.2%-67.1%-100.0%-29.5%-9.5%-34.6%-21.3%-25.9%-58.5%-90.1%-11.9%-12.6%-31.5%-26.0%-8.5%-33.8%-27.9%-6.6%-26.2%4月下旬2-41.1%-38.9%-100.0%-33.6%-14.5%-41.3%-34.4%-26.5%-73.1%-47.0%-10.8%-18.6%14.0%-20.4%-7.4%-34.7%-26.9%11.1%-50.7%4月中旬1-42.6%-16.9%-100.0%-50.4%-19.3%-43.6%-36.4%-47.8%-72.9%-41.5%-9.4%-17.9%-29.6%-25.8%-27.7%-37.0%-19.2%18.4%-35.7%4月上旬0-42.7%-20.2%-100.0%-31.2%-33.2%-55.9%-16.2%-32.0%-56.3%-51.0%-18.7%-29.1%-59.2%-44.3%-36.6%-51.9%-29.2%-8.0%-44.2%3月下旬0-36.5%-18.3%-86.9%-21.8%-2.4%-64.0%-8.7%-28.2%-46.0%-38.2%-18.5%-39.4%-61.0%-37.1%-19.2%-48.4%-10.8%-4.4%-20.5%3月中旬0-41.2%-16.9%-73.2%-31.5%-3.9%-51.9%-19.4%-57.2%-46.1%-28.3%-22.3%-89.5%-23.9%-54.1%-18.0%-82.3%-5.0%-4.2%-10.0%3月上旬8-8.3%3.7%-8.4%-5.7%-7.1%4.0%-29.9%-19.9%-22.4%-10.1%6.6%-40.7%12.6%-11.1%9.1%-26.3%16.4%47.5%31.8%6月8-13.1%-47.2%-49.2%71.5%-1.1%-9.9%2.2%-9.7%-9.9%-37.4%0.2%3.5%-9.1%-4.0%12.6%28.9%-11.4%25.5%11.6%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%202220212022202120222021202220217月第一周490.3502.32771.62920.41796.43391.52.617.56月第四周469.6464.32204.41738.62034.22159.15.410.56月第三周438.6320.02419.51487.41889.11669.82.97.96月第二周265.2410.73220.63465.81536.81665.05.716.66月第一周221.5463.32927.62696.51379.02765.03.07.95月第四周232.2412.33533.32944.71719.42319.83.514.85月第三周223.5425.32059.32586.21601.82332.52.719.75月第二周219.5457.11914.91870.41447.62066.62.814.55月第一周129.2307.21067.91434.01064.71430.51.220.14月第四周221.6458.82893.94231.12133.03406.36.521.24月第三周214.7419.71776.92465.31832.81805.94.127.84月第二周181.5410.11786.02169.21467.21465.82.728.64月第一周152.0367.6966.03242.2808.21470.32.229.63月第五周255.6427.12483.53274.62005.31814.23.023.13月第四周233.0415.42561.31905.61305.51447.95.018.33月第三周184.4425.01391.21787.4992.81433.44.316.43月第二周203.3377.92414.81905.11211.52676.85.120.13月第一周238.0412.81903.01974.51737.62742.74.814.06月合计1394.91658.310772.19388.46839.18258.95月合计804.41601.98575.38835.35833.68149.44月合计769.81656.27422.812107.76241.28148.33月合计1114.22058.110753.910847.27252.610115.07月第一周同比6月第四周同比6月第三周同比6月第二周同比今年6月同比今年5月同比今年4月同比今年3月同比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）-65.9%-2.4%-5.1%——-49.8%——-35.4%62.7%-7.1%-84.9%-47.0%-53.5%-38.7%-23.4%-5.8%13.1%-7.7%-15.9%14.7%-17.2%-45.9%-0.9%-28.3%——-2.9%-28.4%————-49.0%-63.5%1.1%37.1%26.8%