据不完全统计，1月涉房类政策（含中央及地方）共33项，环比降10.8%；其中偏紧类21项，占比64%，偏松类7项，占比21%。年末热点城市楼市“翘尾”，触发调控升级，涉房类政策仍以偏紧为主。

Manufactured housing is a revolutionary solution for the problems associated with affordable and quality accommodation, globally. In manufactured housing, the housing unit is designed and manufactured in a factory and after that it is transported and installed at desired site. According to the MHI (Manufactured Housing Institute) based in the U.S., cost of construction per square foot is considerably less for manufactured housing units as compared to site build traditional homes. The report on the global manufactured housing market presents a detailed analysis of the trends, future estimations, and thorough study of the market depending on number of sections, location, application, and region. The segmentation according to number of sections covered in the study includes single section, double section, and multi section. The report further provides information on classification by location, which include private property and MH communities. Moreover, it provides detailed bifurcation depending on application, which includes residential and non-residential.

主流房企销量靓丽，料Q1 维持较好表现，维持“看好”评级。我们认为三条红线和贷款集中度管理将推动行业进入新阶段，“轻杠杆、重运营”转变下有助于行业更平稳健康发展，融资资源将从杠杆驱动房企向运营驱动房企集中，也将利于好学生获得更大更持续的成长空间，同时预计房地产将呈现业务制造业化、发展长期化、估值Alpha 化，好学生或将迎来戴维斯双击。

市场化要素改革持续落实，赋予房地产行业长期健康活力；坚持以同城互认、经常居住地户口登记制度为户籍改革的重要举措；地方改革先行，全面推广落实值得期待；土地改革延续审批权下放和存量盘活思路；要素改革赋予长期健康活力，看好估值体系重塑。