公告主要内容：

Announcement main content：

　　保利地产(600048,股吧)（600048）7月9日晚公布了6月的销售数据，6月，公司实现签约面积130万平方米，同比增长34%；实现签约金额155亿元，同比增长37%。2012年1-6月公司实现签约面积438万平方米，同比增长28%；实现签约金额503亿元，同比增长27%。

Poly real estate(600048,Shares it)（600048）July 9 announced late June sales data，June，To achieve the company signed a area of 1.3 million square meters，Year-on-year growth of 34%；Realize the signing of $15.5 billion，Year-on-year growth of 37%。In 2012 the first 6 months to achieve the company signed a area of 4.38 million square meters，Year-on-year growth of 28%；Realize the signing of $50.3 billion，Year-on-year growth of 27%。

　　同时，公司发布了2012年半年报业绩快报，公司上半年营业收入为201.8亿元，同比增长33%；净利润为24.5亿元，同比下降12%。报告期末总资产为2169.4亿元，有者权益364.4亿元。

At the same time，The company released 2012 half annals performance bulletin，In the first half of the company business income is 20.18 billion yuan，Year-on-year growth of 33%；Net profit of 2.45 billion yuan，12% year-on-year drop。Report the final total assets of 216.94 billion yuan，Have the rights of 36.44 billion yuan。

　　分析：

analysis：

　　近期，经济稳增长的压力、央行下调存款准备金率和降息、地方政府不断试探调控政策底线的举动等等，使得市场预期楼市风向将有所改变。消费者信心方面，世联地产(002285,股吧)最新公布的2012年二季度世联购房者信心指数为55.2，较上季度提升2.6，房价看涨人数近一年来首超看跌者。而6月一线城市房地产市场延续3月以来的回暖态势，成交量环比5月再创新高。

recent，The growth of economic stability pressure、The central bank deposit reserve rate cut and to cut interest rates、Local government to test control policies of bottom line moves, and so on，That makes the market expected property market will change the direction of the wind。Consumer confidence，The league real estate(002285,Shares it)The latest in the second quarter of 2012, the league homebuyers confidence index of 55.2，Compared to the previous quarter ascension 2.6，House prices rising number of nearly a year the first super bearish。On June first city real estate market continue since march of buoyancy situation，Volume annulus comparing may hit a record high。

　　随着市场的回暖，地产商的销售速度和拿地力度都有所回升。从万科已经公布的5、6月份数据看，其销售速度明显加快，5、6月销售金额分别环比增长了44%、24%。而调控以来一直坚持“现金为王”的万科在拿地策略上也有所松动，开始试探性储备土地。6月新增了5个项目，支付地价上升到21亿元。

Along with the market of buoyancy，Property developers sales speed and take dynamics rise yet again。Vanke has been released from the five、June data to see，Its sales stepped up，5、June sales amount increased by 44% month-on-month respectively、24%。And regulation has been insists“Cash is king”Vanke in give land strategy also to have the loose，Began exploratory reserve land。6 month new 5 projects，Pay up to $2.1 billion price。

　　数据显示，此轮调控中保利地产的策略较万科更为激进。从目前表现出来的市场情况看，其对于战略方向的判断以及执行力还是比较强的。环比数据看，保利地产6月签约面积环比大增42%，签约金额环比增44%。公司6月的销售业绩无论是同比还是环比，都实现了较大幅度的增长，并且已经是连续5个月回升，与万科的销售上升趋势完全一致，但公司的同比增长力度却高于万科。从绝对数据来看，公司的月度销售面积和销售金额上也处于一个较好的水平。

Data shows，This round of poly real estate in the control strategy of vanke more radical than。From the current of the market of the show to see，Its strategic direction for the judgment, and the executive power is strong。Annulus comparing data to see，Poly real estate June signing a 42% month-on-month area，Signing November and 44% amount。June sales year-on-year or whether projects，Has realized in dramatic growth，And already is a continuous five months to bounce back，The rising trend with China vanke sales completely consistent，But the company's year-on-year growth of strength is higher than China vanke。From absolute data to see，The company's monthly sales area and sales amount on a better level in。

　　值得注意的是，公司股价也是大型地产上市公司中走势最强劲的，今年以来保利地产股价涨幅已经接近60%。7月9日，公司股价报收于13元，涨1.4%。

Note the，The stock price also is large real estate in the listed companies the most strong trend，Poly real estate share price rise since this year is already close to 60%。July 9,，At the company's share price to $13，Up 1.4%。

　　（《证券时报》快讯中心）

（《Securities times》Dispatch center）