Trends in Housing Starts and the Owner-Occupied Housing Market
First written in FY2016-Q2. 7 of 26 entries say "Worsened", first in FY2018-Q1. Latest entry: FY2024.
Nippon Aqua moved to the "Worse" side of this theme in 2024, 4 years after the typical company in this theme (2020).
The whole theme swung hardest in 2020: 36 of 51 companies on the "Worse" side.
21 other companies' latest entry also says "Worsened".
- FY2024WorsenedAnnual report
「一方で、新設住宅着工戸数は弱含みの推移が続いており、住宅業界を取り巻く環境は厳しい状況にあります。」
新設住宅着工戸数の弱含みが続き、住宅業界の厳しい環境が通期の事業環境として継続している。 - FY2024-Q1WorsenedAnnual report
「一方で、新設住宅着工戸数は10ヶ月連続で前年比マイナスとなっており、住宅業界を取り巻く環境は厳しい状況にあります。」
新設住宅着工戸数の前年割れが10か月連続となり、住宅市場の減少基調が継続している。 - FY2023施工棟数減少・施工単価上昇の併存Annual report
「高い断熱性能を有するZEH水準（断熱等性能等級５相当）の断熱施工が増加したことによる１棟当たりの施工単価の上昇につながっております。一方で、建設業の「2024年問題」の前倒し対応として工務社員の土日休みの実施と今夏の猛暑を受けた一部物件の工期延長などにより施工棟数が減少した」
ZEH水準の断熱施工増加により1棟当たり単価が上昇する一方、土日休みと猛暑による工期延長により施工棟数が減少したと説明している。 - FY2022-Q2RestatedAnnual report
「戸建部門においては、新築住宅着工戸数は底堅い推移の中、持家が弱含みとなっていますが、省エネ住宅への各種補助金制度の本格実施が追い風となり」
新設住宅着工全体は底堅い一方、主要市場である持家は弱含むという市場認識を継続している。 - FY2022-Q1着工増加継続・持家弱含みAnnual report
「新設住宅着工戸数は前年同月比で増加傾向が続いておりますが、持家の着工戸数が弱含むなど楽観視できない状況にあります。」
新設住宅着工全体では前年同月比の増加傾向が続く一方、主要市場である持家は弱含みとされ、前年度の持ち直しから市場内で動向が分かれる表現となっている。 - FY2021AdvancedAnnual report
「戸建住宅市場において、新設住宅着工は持ち直しの動きがみられ」
前年割れが続いていた新設住宅着工について、通期でも持ち直しの動きがみられるとの認識を示している。 - FY2021-Q3住宅着工の持ち直しAnnual report
「当社が属する戸建住宅市場において、新設住宅着工は持ち直しの動きがみられ」
前四半期まで前年割れが継続していた新設住宅着工について、持ち直しの動きがみられるとの表現に変化している。 - FY2021-Q2RestatedAnnual report
「当社が属する戸建住宅市場において、新築住宅の脱炭素化への意識が強まる中、「アクアフォーム」に対する需要は増加しており」
戸建住宅市場について、新設住宅着工戸数の前年割れが継続しているとの前四半期からの状況を引き継いでいる。 - FY2021-Q1RestatedAnnual report
「当社が属する戸建住宅市場において、新設住宅着工戸数は前年比でマイナスを継続しましたが」
新設住宅着工戸数の前年割れが継続していると記載している。前四半期から新たな減少期間や数値は示していない。 - FY2020-Q3WorsenedAnnual report
「新設住宅着工戸数が2019年７月から2020年９月まで15か月連続、前年度同月比を割り込みました。当第３四半期累計期間（１月～９月）における新設住宅着工戸数の累計は、608,214戸、前年対比で10.9％減となりました。」
新設住宅着工戸数の前年割れが15か月連続となり、2020年1月から9月の累計も608,214戸、前年対比10.9％減となった。 - FY2020-Q2WorsenedAnnual report
「当社の属する戸建住宅市場では、消費税率引き上げ後の反動減が継続しているうえ、緊急事態宣言中、受注活動への影響は避けられなかったと思われ、新設住宅着工戸数が2019年７月から2020年６月まで12か月連続、前年度同月比を割り込みました。」
消費税率引き上げ後の反動減に加え、緊急事態宣言による受注活動への影響が生じ、新設住宅着工戸数は12か月連続で前年割れとなった。 - FY2020-Q1WorsenedAnnual report
「着工新設住宅戸数が2019年７月から2020年３月まで９か月連続、前年度同月比を割り込みました。当第１四半期累計期間における着工新設住宅戸数は、2020年１月がマイナス10.1％、２月マイナス12.3％、３月マイナス7.6％となりました。」
消費税率引き上げ後の反動減が続き、着工新設住宅戸数は2019年7月から9か月連続で前年同月比マイナスとなった。 - FY2019WorsenedAnnual report
「New housing starts announced by the Ministry of Land, Infrastructure, Transport and Tourism for December 2019 totaled 72,174 units, down 7.9% year on year and negative for the sixth consecutive month.」
New housing starts fell 7.9% year on year in December 2019, marking the sixth consecutive monthly decline and reinforcing the downward trend in the housing market. - FY2019-Q3Decline in Housing Starts and Divergence by TypeAnnual report
「New housing starts declined 4.1% year on year in July, 7.1% in August and 4.9% in September. Owner-occupied housing starts in particular declined 1.6% year on year in August for the first time in 11 months, indicating a market affected by the backlash from the pre-consumption-tax demand surge. For-sale condominium starts declined year on year in July but increased in August and September, by 11.1% and 34.6%, respectively.」
Overall housing starts and owner-occupied housing starts turned downward, while for-sale condominiums increased in August and September, reflecting the post-tax-increase reversal and divergent trends by type. - FY2019-Q2AdvancedAnnual report
「Owner-occupied housing starts increased year on year for 9 consecutive months through June, rising 12.9%. For-sale condominiums also increased for the first time in 2 months, up 4.2% year on year. In building construction, private non-residential building starts declined overall in June because warehouse starts increased but office, retail and factory starts fell.」
Owner-occupied housing starts rose 12.9% year on year for the ninth consecutive month, and for-sale condominiums increased 4.2%. Private non-residential building starts diverged by use and declined overall. - FY2019-Q1AdvancedAnnual report
「Housing starts increased year on year for 4 consecutive months through March, including a 6-month consecutive increase in owner-occupied housing starts, and followed a moderately expanding trend.」
Housing starts increased year on year for 4 consecutive months and owner-occupied housing starts for 6 consecutive months, indicating an improvement from the prior year’s declining trend. - FY2018Full-Year Decline and Second-Half RecoveryAnnual report
「In the detached-housing market, owner-occupied housing starts remained below the prior-year level in the first half, recovered in the second half, but declined for the full year.」
Owner-occupied housing starts remained below the prior-year level in the first half and recovered in the second half, but declined for the full year. - FY2018-Q3Expected Rush in Starts Before the Consumption Tax IncreaseAnnual report
「Housing starts are expected to show a rush before the consumption tax increase scheduled for October 2019.」
The company newly indicated that rush demand before the consumption tax increase was expected to emerge in housing starts, while forecasting a smaller impact than in the past because of the size of the increase and measures to smooth demand. - FY2018-Q2Decline After Growth and Continued FluctuationAnnual report
「Housing starts increased year on year in both April and May, and the seasonally adjusted annualized figure also rose month on month. However, starts declined year on year in June, while building starts continued to fluctuate between increases and decreases year on year.」
Housing starts increased in April and May before declining in June, while building starts continued to fluctuate. - FY2018-Q1WorsenedAnnual report
「Housing starts had declined year on year for eight consecutive months as of February, with both owner-occupied and rental housing starts lower year on year.」
New housing starts declined year on year for eight consecutive months, while both owner-occupied and rental housing starts also fell. - FY2017Shift to an Annual DeclineAnnual report
「New housing starts exceeded the prior-year level in the first half of the current fiscal year, but fell below it in the second half, resulting in a 0.3% year-on-year decline for the full year.」
New housing starts shifted from growth in the first half to decline in the second half, resulting in a 0.3% year-on-year decline for the full year. - FY2017-Q3Mixed Trends in Housing and Building StartsAnnual report
「The outlook for new housing starts this fiscal year, on a seasonally adjusted annualized basis, has continued to fluctuate in the 900,000 to 1 million range. Building starts have likewise remained mixed: in August, factory and warehouse starts increased year on year, but total starts declined because office and retail construction fell.」
The company places the outlook for housing starts this fiscal year in the 900,000 to 1 million range and describes both housing and building starts as continuing to fluctuate. - FY2017-Q2Firm Owner-Occupied Housing and Broadly Flat TrendsAnnual report
「Housing starts for owner-occupied homes have remained firm recently, while rental and for-sale housing have generally been flat.」
The company describes owner-occupied housing as firm and rental and for-sale housing as broadly flat, shifting from the previous quarter's diverging trends by type of ownership to an overall expectation of stability. - FY2017-Q1Mixed Market TrendsAnnual report
「Housing starts declined year on year in February for the first time in eight months, but rose again in March, increasing 0.2% year on year. By type of ownership, owner-occupied housing, which had increased in February, declined again in March, down 3.6% year on year. Rental housing increased 11.0% year on year for the 17th consecutive month, while for-sale housing declined year on year for the first time in three months in February and continued to decline in March, down 10.8% year on year.」
Overall housing starts returned to 0.2% year-on-year growth in March after declining in February, but trends diverged by type of ownership: owner-occupied and for-sale housing declined, while rental housing increased for the 17th consecutive month. - FY2016-Q3AdvancedAnnual report
「New housing starts in July increased 8.9% year on year overall as starts of owner-occupied, rental and for-sale housing all increased. New housing starts in August also rose 2.5% year on year, marking the second consecutive month of growth. Owner-occupied housing starts in particular increased for the seventh consecutive month year on year.」
Overall housing starts continued to increase, while owner-occupied housing starts, the company's main market, rose for the seventh consecutive month year on year. - FY2016-Q2First statedAnnual report
「Housing starts declined in June, but had increased year on year for 5 consecutive months through May. By type of ownership, starts of owner-occupied homes, our main market, continued to increase year on year.」
Housing starts declined in June after increasing year on year for 5 consecutive months through May, while starts of owner-occupied homes, the company's main market, continued to rise.