【财经网(博客,微博)专稿】记者 赵璐璐 【Financial nets(blog,Micro bo)ZhuanGao】Reporter ZhaoLuLu

　　7月10日午间，招商地产(000024,股吧)(000024.SZ)发布2012年上半年销售公告，公司实现签约销售面积116.94万平方米，实现签约销售金额161.31亿元，同比增长约135%。其中，2012年4-6月，招商地产实现签约销售面积68.93万平方米，实现签约销售金额103.15亿元。

At noon on July 10,，Investment real estate(000024,Shares it)(000024 SZ)Release in the first half of 2012 sales a public announcement，To achieve the company signed sales area of 1.1694 million square meters，Realize signed sales amount of 16.131 billion yuan，Year-on-year growth of about 135%。Among them，In 2012, four to six months，Investment real estate realize signed sales area of 689300 square meters，Realize signed sales amount of 10.315 billion yuan。

　　中投证券7月4日发布的研报指出，招商地产屡超预期的销售表现归功于“提速发展”战略目标下执行力的大幅提升。公司从调整产品结构、加大营销力度两方面积极努力。上半年新推盘以中小户型为主，并且先后在3月份、5-6月份推出了两次全国范围的优惠活动，优惠幅度5%-10%。在一二线城市成交量再创新高的6月份，公司单月新推盘量也创了新高，达到50亿元，且开盘去化普遍在70%-80%。

Convention on July 4, securities issued by the report points out that research，Investment real estate repeatedly than expected thanks to sales performance“Development speed”Strategic objectives in the execution of the increased greatly。The company from the adjustment of product structure、Two aspects of marketing efforts more positive efforts。New push in the first half of small and medium-sized family trays to give priority to，And successively in March、5-June launched two national discount activity，The discount rate 5%-10%。In a second city hit a new high volume of June，The company is also pushing new monthly performance disk unprecedented highs，Reach 5 billion yuan，And the opening of the universal in the 70% to-80%。

　　基于公司超预期的销售表现，中投将招商地产全年销售预测由280亿元（同比增长33%）调高至300亿元（同比增长43%），且存在进一步超预期可能。因信贷持续放松背景下改善性需求将跟随刚需持续释放，楼盘去化有望得到进一步改善。

Based on the expected sales performance，The real estate investment has annual sales forecast by 28 billion yuan（Year-on-year growth of 33%）Raise to 30 billion yuan（Year-on-year growth of 43%），And there is a further than expected may。As the credit for relax under the background of demand will improve with just need to continue the release，Building dish to change is expected to be further improved。

　　7月10日，受“住建部下半年倾向于强调既有政策，对地方出台或变相放松房地产市场调控政策的，住建部会予以纠正，加强地方问责”消息影响，地产股走软，申万一级行业中，房地产板块震荡下行，截至14：00，该板块跌2.08%，相关个股多数下挫。世联地产(002285,股吧)(002285.SZ)跌7%，四大房企全线下跌，其中，保利地产(600048,股吧)(600048.SH)跌近4%，金地集团(600383,股吧)(600383.SH)跌1.87%，招商地产跌2.85%、万科A(000002.SZ)跌0.62%。

July 10,，by“The second half live JianBu tend to emphasize both policy，Place to come on stage or in disguised form relax the real estate market adjustment and control policies，Live JianBu would be correct，Strengthening local accountability”On news about，With property go soft，"All in the industry level，The housing sector shock to the downside，At 14：00，The plate fell 2.08%，Related stocks down most。The league real estate(002285,Shares it)(002285 SZ)Down 7%，Four big room enterprises fallen，Among them，Poly real estate(600048,Shares it)(600048. The SH)Fell nearly 4%，Ltd.gemdale corporation(600383,Shares it)(600383. The SH)Down 1.87%，Investment real estate fell 2.85%、Vanke A(000002 SZ)Down 0.62%。

　　7月9日晚间公告显示，保利地产上半年累计实现销售面积437.8万平方米、销售额503.0亿元，同比分别增长28.4%和27.5%；金地集团上半年累计实现签约面积113.5万平方米，同比增加40%；累计签约金额134.6亿元，同比增加20%。

July 9 evening announcement，Poly real estate sales in the first half of total area of 4.378 million square meters、Sales of 50.3 billion yuan，Year-on-year growth of 28.4% and 27.5% respectively；In the first half of ltd.gemdale corporation cumulative realize signing area of 1.135 million square meters，Increased 40% year-on-year；Cumulative signing amount of 13.46 billion yuan，Increased 20% year-on-year。

　　（证券市场周刊供稿）

（Securities market weekly contributors）