Building materials home market "into the winter" November national building materials home prosperity index fell

According to the National Building Materials Home Furnishings Index (BHI) jointly released by the Circulation Industry Development Department of the Ministry of Commerce and the China Building Materials Circulation Association, the National Building Materials Household Climate Index was 92.06 in November, down 10.50 points from the previous month and down 10.42 points year-on-year. National sales of home building materials above designated size reached 83.39 billion yuan in November, a decrease of 19.15% from the previous month and a decrease of 19.33% from the same period last year. Cumulative sales from January to November were 839.45 billion yuan, down 22.80% year-on-year.

↑November BHI classification data

According to the interpretation of the China Building Materials Circulation Association, the national building materials and home furnishing market entered the low season in winter and BHI fell sharply in November, which is related to the current sharp decline in the real estate market. In November, the national real estate market remained at a low level. Some hot cities have collectively cooled down, and the third- and fourth-tier cities have obvious de-stocking effects, and the market has become different. According to the National Bureau of Statistics, the real estate development climate index for November was 101.63, an increase of 0.14 points from October. From January to November, the sales area of ​​commercial housing was 146.568 million square meters, an increase of 7.9% year-on-year. The growth rate dropped by 0.3 percentage points from January to October. Among them, the sales of commercial housing was 1,458.1 billion yuan, an increase of 12.7%, and the growth rate was increased by 0.1 percentage points. By the end of November, the national real estate market in 2017 was unprecedented in the intensity of the regulation and control policy of “staying and not speculating”, and some third- and fourth-tier cities entered a parallel mode of dual-track regulation (on the one hand, inventory, on the one hand, house prices), this round of regulation The results have appeared.

The industry believes that the policy level once again emphasizes that 2018 will accelerate the reform of the housing system and the construction of a long-term real estate mechanism. Under this background, it is expected that comprehensive measures such as taxation, land and finance will be introduced faster than expected, and the regulation of the property market will remain stable. "Main. Under the combined influence of the low-level operation of the real estate market, the building materials and home furnishing market in September and October has concentrated on “digesting” some of the potential consumer demand. In November, it entered the low season in winter, and the BHI fell in line with expectations. Judging from the BHI index, the “popularity index” fell by a maximum of 21.05 points, while the “purchasing power index” did not fall by 1.55 points, forming a contrast of “seeing less and buying more”. This shows that the phenomenon of promotion and popularity has become a thing of the past, and the market is leading the direction of consumption and precision service. From the e-commerce data sheet submitted by this year's double 11 building materials and home furnishing enterprises, the growth of building materials and home e-commerce in recent years. The speed is relatively fast. With the upgrade of consumption, the deeper integration of online and offline building materials and home enterprises will be the trend of the times.