04 Real Estate Investment Analysis

Interfaces implemented in this chapter are listed below; uncovered indicators are noted under “To be added” at the end.

Real estate development investment

Interface: macro_china_real_estate_invest

Source URL: https://data.stats.gov.cn/dg/website/page.html#/pc/national/monthData

Description: NBS monthly series “Real estate development investment”. Includes cumulative completed investment and cumulative YoY for real estate development overall and for residential, office, and commercial business buildings.

Limits: Returns all monthly data within the specified time range in a single call

Input

Name Type Description
start str Start month YYYYMM; default 200001
end str End month YYYYMM; default 203612

Output

Name Type Description
Month object e.g. 2026-06
Month name object e.g. Jun 2026
Real estate investment-Cumulative float64 Unit: 100 million yuan
Real estate investment-Cumulative YoY float64 Unit: %
Residential investment-Cumulative float64 Unit: 100 million yuan
Residential investment-Cumulative YoY float64 Unit: %
Office investment-Cumulative float64 Unit: 100 million yuan
Office investment-Cumulative YoY float64 Unit: %
Commercial business building investment-Cumulative float64 Unit: 100 million yuan
Commercial business building investment-Cumulative YoY float64 Unit: %

Example

import meshare as ms

df = ms.macro_china_real_estate_invest()
print(df.tail())

df = ms.macro_china_real_estate_invest(start="202001", end="202606")
print(df[["月份", "房地产投资-累计值", "房地产投资-累计同比"]].tail())

Commodity housing sales area and sales value

Interface: macro_china_commodity_house_sales

Source URL: https://data.stats.gov.cn/dg/website/page.html#/pc/national/monthData

Description: NBS monthly series “Newly built commodity housing sales area” and “Newly built commodity housing sales value”. Merged return of cumulative values and cumulative YoY. Before August 2005 the series uses actual-sales scope; thereafter it includes both forward and completed housing.

Limits: Returns all monthly data within the specified time range in a single call

Input

Name Type Description
start str Start month YYYYMM; default 200001
end str End month YYYYMM; default 203612

Output

Name Type Description
Month object e.g. 2026-06
Month name object e.g. Jun 2026
Commodity housing sales area-Cumulative float64 Unit: 10,000 sqm
Commodity housing sales area-Cumulative YoY float64 Unit: %
Commodity housing sales value-Cumulative float64 Unit: 100 million yuan
Commodity housing sales value-Cumulative YoY float64 Unit: %

Example

import meshare as ms

df = ms.macro_china_commodity_house_sales()
print(df.tail())

df = ms.macro_china_commodity_house_sales(start="202001", end="202606")
print(df[["月份", "商品房销售面积-累计值", "商品房销售额-累计值"]].tail())

Housing starts, under construction, and completions

Interface: macro_china_real_estate_area

Source URL: https://data.stats.gov.cn/dg/website/page.html#/pc/national/monthData

Description: NBS monthly series “Real estate floor area under construction and completed”. Includes cumulative values and cumulative YoY for floor area under construction, newly started, and completed.

Limits: Returns all monthly data within the specified time range in a single call

Input

Name Type Description
start str Start month YYYYMM; default 200001
end str End month YYYYMM; default 203612

Output

Name Type Description
Month object e.g. 2026-06
Month name object e.g. Jun 2026
Floor area under construction-Cumulative float64 Unit: 10,000 sqm
Floor area under construction-Cumulative YoY float64 Unit: %
Newly started floor area-Cumulative float64 Unit: 10,000 sqm
Newly started floor area-Cumulative YoY float64 Unit: %
Completed floor area-Cumulative float64 Unit: 10,000 sqm
Completed floor area-Cumulative YoY float64 Unit: %

Example

import meshare as ms

df = ms.macro_china_real_estate_area()
print(df.tail())

df = ms.macro_china_real_estate_area(start="202001", end="202606")
print(df[["月份", "新开工面积-累计值", "施工面积-累计值", "竣工面积-累计值"]].tail())

Sources of funds for real estate development

Interface: macro_china_real_estate_fund

Source URL: https://data.stats.gov.cn/dg/website/page.html#/pc/national/monthData

Description: NBS monthly series “Actual funds in place for real estate development investment”. Includes cumulative values and cumulative YoY for total funds this year, domestic loans, foreign funds, and self-raised funds.

Limits: Returns all monthly data within the specified time range in a single call

Input

Name Type Description
start str Start month YYYYMM; default 200001
end str End month YYYYMM; default 203612

Output

Name Type Description
Month object e.g. 2026-06
Month name object e.g. Jun 2026
Total funds-Cumulative float64 Unit: 100 million yuan
Total funds-Cumulative YoY float64 Unit: %
Domestic loans-Cumulative float64 Unit: 100 million yuan
Domestic loans-Cumulative YoY float64 Unit: %
Foreign funds-Cumulative float64 Unit: 100 million yuan
Foreign funds-Cumulative YoY float64 Unit: %
Self-raised funds-Cumulative float64 Unit: 100 million yuan
Self-raised funds-Cumulative YoY float64 Unit: %

Example

import meshare as ms

df = ms.macro_china_real_estate_fund()
print(df.tail())

df = ms.macro_china_real_estate_fund(start="202001", end="202606")
print(df[["月份", "资金来源小计-累计值", "国内贷款-累计值", "自筹资金-累计值"]].tail())

National Real Estate Climate Index

Interface: macro_china_real_estate

Source URL: http://data.eastmoney.com/cjsj/hyzs_list_EMM00121987.html

Description: NBS — National Real Estate Climate Index

Limits: Returns all historical data in a single call

Input

Name Type Description
- - -

Output

Name Type Description
Date object -
Latest float64 -
Change % float64 -
3M change % float64 -
6M change % float64 -
1Y change % float64 -
2Y change % float64 -
3Y change % float64 -

Example

import meshare as ms

macro_china_real_estate_df = ms.macro_china_real_estate()
print(macro_china_real_estate_df)

Sample data

     Date     Latest       Change %  ...    1Y change %    2Y change %    3Y change %
0    1998-01-01   98.60       NaN  ...       NaN       NaN       NaN
1    1998-02-01   98.99  0.395538  ...       NaN       NaN       NaN
2    1998-03-01   99.05  0.060612  ...       NaN       NaN       NaN
3    1998-04-01  100.81  1.776880  ...       NaN       NaN       NaN
4    1998-05-01  101.68  0.863010  ...       NaN       NaN       NaN
..          ...     ...       ...  ...       ...       ...       ...
280  2022-03-01   96.66 -0.278552  ... -4.618117 -1.598290 -4.306504
281  2022-04-01   95.89 -0.796607  ... -5.349916 -3.023867 -5.190825
282  2022-05-01   95.60 -0.302430  ... -5.533597 -3.774534 -5.402731
283  2022-06-01   95.40 -0.209205  ... -5.619311 -4.456685 -5.628648
284  2022-07-01   95.26 -0.146751  ... -5.683168 -4.825657 -5.757816

New house price index

Interface: macro_china_new_house_price

Source URL: http://data.eastmoney.com/cjsj/newhouse.html

Description: China new house price index, monthly; data from 201101 to present

Limits: Returns all historical data for the specified cities in a single call

Input

Name Type Description
city_first str e.g. city_first="北京" (Beijing); city list on the source site (Chinese labels)
city_second str e.g. city_second="上海" (Shanghai); city list on the source site (Chinese labels)

Output

Name Type Description
Date object Date
City object -
New commodity residential price index-MoM float64 -
New commodity residential price index-YoY float64 -
New commodity residential price index-Fixed base float64 -
Second-hand residential price index-MoM float64 -
Second-hand residential price index-YoY float64 -
Second-hand residential price index-Fixed base float64 -

Example

import meshare as ms

macro_china_new_house_price_df = ms.macro_china_new_house_price(city_first="北京", city_second="上海")
print(macro_china_new_house_price_df)

Sample data

           Date  City  New commodity residential price index-YoY  ... Second-hand residential price index-YoY Second-hand residential price index-MoM Second-hand residential price index-Fixed base
0    2011-01-01  Shanghai          101.8  ...        101.7        100.5        100.6
1    2011-01-01  Beijing          109.1  ...        102.6        100.3        101.2
2    2011-02-01  Beijing          108.4  ...        102.9        100.4        101.5
3    2011-02-01  Shanghai          102.8  ...        102.0        100.4        101.0
4    2011-03-01  Beijing          106.2  ...        101.9         99.9        101.4
..          ...  ..            ...  ...          ...          ...          ...
327  2024-08-01  Beijing           96.4  ...         91.5         99.0          NaN
328  2024-09-01  Shanghai          104.9  ...         92.4         98.8          NaN
329  2024-09-01  Beijing           95.4  ...         89.7         98.7          NaN
330  2024-10-01  Shanghai          105.0  ...         93.3        100.2          NaN
331  2024-10-01  Beijing           95.1  ...         91.6        101.0          NaN
[332 rows x 8 columns]

To be added

Land transactions, deposits & advance receipts / personal mortgage and other funding-source details, and property-type sales / starts-completions breakdowns are not yet wrapped.