板块表现： 7 月，房地产（申万）板块单月跌幅1.50%，跑赢上证综指0.06pcts，跑输沪深300 指数1.76pcts，涨幅在28 个一级行业中排名第15 位。子板块中，房地产开发板块单月跌幅1.01%，园区开发板块单月跌幅7.68%，拖累指数。

1 行情回顾 .................................................................................................................. 3

2 行业数据 .................................................................................................................. 4

2.1 价格指数延续平稳态势 ....................................................................................................................... 4

2.2 商品房成交呈现分化格局 ................................................................................................................... 5

2.3 土地市场降温中一二线土地韧性显现............................................................................................. 6

3 行业动态 .................................................................................................................. 8

3.1 部分房企销售业绩亮眼 ....................................................................................................................... 8

3.2 房企拿地态度整体谨慎 ....................................................................................................................... 9

3.3 7 月房企发债回温................................................................................................................................. 10

3.4 行业事件 ................................................................................................................................................ 10

3.4.1 监管部门约谈信托，调控房地产信托业务........................................................................... 10

3.4.2 开封隔天撤回放开新建商品住房限售决定........................................................................... 11

3.4.3 苏州房地产市场调控升级.......................................................................................................... 11

3.4.4 金地集团发布中期业绩预增公告 ............................................................................................ 12

4 投资建议 ................................................................................................................ 12