和讯网消息 若想了解楼市“冷与热”的真实状况，或许房企们的业绩数据最具有发言权。当大部分房企的销售额都出现了快速增长的时候，楼市“调控”的威力似乎已经日薄西山。

Would you know HeXunWang news in the sector“Cold and hot”The real condition of，Perhaps room the performance data enterprises with the right to speak。When the most high sales devote all appear a rapid growth，Property market“regulation”Power seems to have thin, wane。

　　7月9日，中海地产发布的6月份的销售数据显示，6月份实现房地产销售额148.4亿港元，折合人民币约121.7亿元，实现销售面积98.5万平方米，同比分别增长22.3%及55.1%。截至今年前6个月，中海累计实现房地产销售额651.5亿港元，同比增长24.7%，累计实现销售面积395万平方米，同比增长28.6%，完成全年销售目标81%。

July 9,，Issued by the China real estate June sales figures show，Realize the real estate sales in June 14.84 billion hk dollar，Amount to RMB 12.17 billion yuan，Achieve sales area of 985000 square meters，Year-on-year growth of 22.3%, respectively and 55.1%。So far this year in the first six months，China real estate sales total realize hk $65.15 billion，Year-on-year growth of 24.7%，Total sales area of 3.95 million square meters，Year-on-year growth of 28.6%，To complete annual sales target of 81%。

　　同一时间，作为“招保万金”中的另两个巨头也纷纷发布了业绩报告。保利地产(600048,股吧)6月实现签约面积130.39万平方米，同比增长33.61%，环比增长42.26%；实现签约金额155.15亿元，同比增长36.65%，环比增长44.08%。截至6月底，保利地产共实现签约面积437.83万平方米，同比增长28.43%；实现签约金额502.96亿元，同比增长27.47%。

The same time，as“Recruit the gold”Another of the two giants have also issued a performance report。Poly real estate(600048,Shares it)June realize signing area of 1.3039 million square meters，Year-on-year growth of 33.61%，Annulus comparing growth of 42.26%；Realize the signing of $15.515 billion，Year-on-year growth of 36.65%，Annulus comparing growth of 44.08%。By the end of June，Poly real estate realization of signing area of 4.3783 million square meters，Year-on-year growth of 28.43%；Realize the signing of $50.296 billion，Year-on-year growth of 27.47%。

　　金地集团(600383,股吧)6月份实现签约面积29.3万平方米，签约金额35.6亿元，同比分别增加8.6%及减少3.6%，环比有所上升。截至6月底，金地累计实现签约面积113.5万平方米，累计签约金额134.6亿元，同比分别增加40.1%及19.6%。

Ltd.gemdale corporation(600383,Shares it)June realize signing area of 293000 square meters，Signing amount of 3.56 billion yuan，Up 8.6% year-on-year and reduced by 3.6%，Annulus comparing rose。By the end of June，Ltd.gemdale accumulative total realize signing area of 1.135 million square meters，Cumulative signing amount of 13.46 billion yuan，Increased by 40.1% and 19.6% respectively compared。

　　此外，世茂房地产6月份实现合约销售金额60.5亿元人民币，同比去年同期的32.04亿元销售额，同比大幅增长88%。截至6月底，世茂房地产累计录得签约金额达225.2亿，已完成全年307亿销售目标的75%。雅居乐六月实现合约销售金额31.5亿元人民币；合约销售面积约38.8万平方米，同比分别增长约43%和49%。

In addition，Shimao property achieve sales contract in June of 6.05 billion RMB yuan，Compared to the same period last year of $3.204 billion sales，A 88% year-on-year growth。By the end of June，Shimao property cumulative record signing a value of 22.52 billion，Has completed throughout the year sales target of 75%。YaJu music sales amount realize contract in June 3.15 billion yuan RMB；Contract sales area of about 388000 square meters，Respectively year-on-year growth of about 43% and 49%。

　　如果说上述还属于规模较大房企的话，那一些规模不大的房企销售业绩也同样不错。莱蒙国际发上半年实现合同销售总额约36亿港元，合同销售面积约21.9万平方米，分别同比增长约38.1%及72.9%，完成全年目标60-72%。中海宏洋今年上半年累计实现房地产销售额80.09亿港元，累计实现销售面积51.4万平方米。按全年目标100亿港元计算，已完成目标80%。福星股份(000926,股吧)在投资者平台上亦称，公司房地产业务今年上半年的销售额与去年同期相比，有较大幅度增长。

If the above is to belong to large room enterprises words，That some small room enterprises is also good sales performance。Lime international hair realize the total sales of the contract in the first half of approximately hk $3.6 billion，Contract sales area of about 219000 square meters，Respectively year-on-year growth of about 38.1% and 72.9%，Complete year's goal 60-72%。The first half of the year accumulative total realize the macro real estate sales hk $8.009 billion，Total sales area of 514000 square meters。The year 10 billion hk dollar target calculation，Has completed the target of 80%。Fuxing shares(000926,Shares it)Investors also said in the platform，The company's real estate business sales in the first half of this year compared with the same period last year，Was substantial growth。

　　种种来看，房企们业绩不错的占绝大多数。虽然房企们各自有各自的手段，但整体回暖却也显露出调控的败象。

Various to see，The good performance of the room enterprises in a majority of cases。Although room the enterprises have their respective means，But the whole warmed but also revealed BaiXiang regulation。

　　对此，中原集团研究中心研究总监张海清向和讯网表示，房企们上半年销售好是普遍现象，这主要是归功于三个方面：第一、上半年许多房企都在降价促销，同时在产品结构方面主推低端符合刚性需求的产品。第二、一些地方政府相继出台一些微调措施，通过比如公积金购贷款额度、放宽购房落户条件等政策。第三、信贷方面放松的比较快，首套房贷款基准利率纷纷下调至9折、8.5折，直接刺激了刚需的购买人群。

this，The group research center director ZhangHaiQing HeXunWang said to study，Room in the first half of the enterprises is common good sales，This is mainly due to the three aspects：The first、Many enterprises are in first half room depreciate sales promotion，At the same time in the product structure in the low end of the rigid demand with main products。The second、Some local governments have issued some fine-tuning measures，Through such as accumulation fund bought loans、Relax in conditions that buy a house and other policies。The third、Credit aspects of faster to relax，The first suite benchmark lending rate are down to discount、8.5 fold，Has stimulated the need to buy the crowd of just。

　　也有香港某券商分析师向和讯网称，无论是内房股或是A股房地产上市公司，整体的业绩表现确实超过预期，根本原因是没想到市场转向会这么快。

Also have Hong Kong securities analysts to HeXunWang says a，Whether in real estate or A shares room shares listed company，The overall business performance did more than expected，Root cause is didn't expect the market to will be so fast。

　　该分析师称，一方面是各地银行今年以来对首套房基准利率的放松，另一方面是政府2次减息以及多次下调存款准备金率。如果说银行放松基准利率主要是针对的刚需的话，那政府货币政策方面的放松就直接刺激了投资性需求的回升，而后者对整个楼市的刺激影响是非常之大。“以碧桂园在惠州的旅游地产项目十里银滩来看，短短数日便销售10多个亿，客户大都是外地的，这很明显是由于投资需求的拉动。”

The analyst says，On the one hand since this year to Banks around the first suite the relaxation of the benchmark interest rate，On the other hand is government 2 times and cut interest rates several times the deposit reserve rate。If the bank relax benchmark interest rate is mainly aimed at just need the words，The government monetary and relaxing has stimulated the investment demand picks up，While the latter to the stimulation of the property market influence is very large。“Countless visitors to the real estate project in huizhou tourism hotel miles to see，Just a few days and sales more than 10，Customers are mostly overseas，Obviously it is due to the investment demand of pulling。”

　　该分析师认为，现在中央政府也陷入到两难处境。首先全球来看，欧洲的经济持续低迷，对中国出口方面的需求影响很大；其次中国自身的经济结构也存在较大问题，现在也一一显现出来，这个时候需要经济平稳的运行，而目前来看若想经济平稳运行的前提是需要房地产市场的拉动，因为房地产带动了中国多个产业板块，所以从这方面来看，当下房地产市场的回升更多的是政府政策的松动所致。

The analysts think，Now the central government also is caught in a dilemma。The whole world first，Europe's continued economic downturn，Exports to China needs's influence；Second China's own economic structure and large problems exist，Now also one show，This time need steady economic operation，And at present to see if the economy running smoothly is the premise of the real estate market to pull，Because real estate driven more than China industry sector，So from this perspective，The real estate market rebounded more is the policy of the government by loosening。

　　该分析师还指出，未来4、5个月房地产市场的成交量还将继续向好，但价格不会出现大幅度的反弹，因为当前房地产企业的库存量依旧还是偏高的。

The analysts also said，The next four、Five months of the real estate market turnover will also continue to up well，But the price won't appear the bounce of the greatly，Because the current real estate enterprise or on the high side of the inventory of still。

　　然而，在张海清看来，下半年市场走势目前来看还不能过于乐观。她指出，虽然货币政策方面有放松，但依然是要求执行差异化的信贷政策。另外，从国务院表态方面，依然强调调控政策不放松，甚至还有可能出台问责监管。

however，In ZhangHaiQing seems，The second half of the market trends so far also can't be too optimistic。She points out that，Although monetary policy is to relax，But is still calling for the differentiation of the credit policy。In addition，Statement from the state council，Still say the control policy not to relax，Even may come on stage accountability supervision。

　　据了解，有住建部知情人士近日透露，住建部正调研地方微调行为，“对地方出台或变相放松房地产市场调控政策的，会予以纠正，加强地方问责”。该人士还称，住建部下半年倾向于“强调既有政策”，当中对于核心政策限购的执行层面，正在收紧，地方一系列问责工作也在紧急跟进。“部里也在收集和调研市场数据和反应，看看是否有很大的出台新政的预期，总体来说态度是谨慎的。”

According to understand，A live JianBu people familiar said recently，Live JianBu is research place fine-tuning behavior，“Place to come on stage or in disguised form relax the real estate market adjustment and control policies，Will rectify，Strengthening local accountability”。This personage also said，JianBu tend to live in the second half“Emphasize both policy”，For the core of the implementation of the policy 限购 level，Are tightening，Place a series of accountability are in the emergency follow up。“The ministry also in the collection and research the market data and response，See if there is a big issued New Deal expected，Overall attitude is prudent。”

　　国务院总理温家宝7月7日也指出，将继续坚决抑制投机投资性需求，防止变相放松购房政策，防止不实信息炒作误导，要把抑制房地产投机投资性需求作为一项长期政策。

The state council premier wen jiabao July 7 also pointed out，Will continue to firmly suppress speculative investment demand，Prevent in disguised form relax purchase policies，To prevent false information hype misleading，The inhibition of the investment real estate speculation needs as a long-term policy。