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开发商7月攻防战--亲稳网络舆情监控室
2012-07-31

  夏季是楼市传统的淡季,但7月的上海楼市却并非如此。中国指数研究院的数据显示,上海6月份24070元/平方米的商品住宅成交均价,创下了自2011年以来单月成交均价的最高纪录。

Summer is the traditional market off-season,But July's Shanghai property market was not so。China index academy figures show,Shanghai June 24070 yuan/square metre of commodity residential house in the price,A month since 2011 the price for the highest record。

  近日,嘉定和宝山一些楼盘的价格又出现了上涨的苗头。据了解,除了新城金郡价格上涨了2000元/平方米外,万科金色领域也宣布在7月将价格从1.3万元/平方米上涨至1.5万元/平方米。“价格的上涨,其实在6月份就已经悄悄开始了。”同策房产研究总监张宏伟表示。

recently,Jiading and baoshan some building dish prices rising again the symptom。According to understand,In addition to new town JinJun price increase of 2000 yuan/square metre outside,China vanke golden field also announced in July from 13000 yuan/square metre prices to rise to 15000 yuan/square metre。“prices,In fact in June have quietly began。”With real estate research director for d said。

  

量价齐升的6月 JiSheng quantity and price of the six months

  距离央行第二次发出降息的消息才刚刚一周,上海一些楼盘就上调了销售价格。

Central Banks cut interest rates for the second time distance out the news just a week,Shanghai some buildings will raise the sales price。

  7月10日,一位购房者告诉记者,他原先认为位于上海嘉定区的新城金郡能降到1.1万元/平方米,但没想到开发商6月底推出的新房源却涨到了1.5万元/平方米。

July 10,,A the person that buy a house told reporters,He had thought the new town is located in Shanghai jiading JinJun can drop to 11000 yuan/square metre,But I didn't know at the end of June developer launched the new houses but rose to 15000 yuan/square metre。

  “原以为淡季房价还能在1.3万元/平方米的基础上再降一降,因为如果按上半年严格的调控,价格应该可以再降一降的。可没想到这次他们新出房源的价格,比年初时还涨了2000元/平方米。”这位购房者说。

“Thought house prices still can be in the off-season 13000 yuan/square metre drop on the basis of a drop,Because if the regulation of according to strict in the first half,The price should can drop a fall。But this time they didn't expect the price of a new houses,At the year rose is 2000 yuan/square metre。”The buyers said。

  新城金郡只是上海楼市近期的一个缩影。进入7月后,上海很多楼盘都开始涨价或取消了折扣。

New city JinJun just Shanghai property market a miniature of the recent。Into seven months later,Shanghai many buildings are beginning to price increases or cancel the discount。

  位于嘉定区的万科金色领域在7月初已经对外公开表示,7月新推的22套房源从此前1.3万元/平方米的均价,上调至1.5万元/平方米。而宝山区的旭辉澜湾近日对外的销售报价也从此前的8800元/平方米上调至9800元/平方米,上涨了1000元/平方米。

Located in jiading vanke golden field in early July, has made public said,July 22 sets new push homes from previous average price of 13000 yuan/square metre,Rise to 15000 yuan/square metre。And xu hui billows bay in baoshan district of foreign sales price also recently from the previous 8800 yuan/square metre rise to 9800 yuan/square metre,Up 1000 yuan/square metre。

  “除了明涨价,一些楼盘还以取消折扣或优惠减少的方式变相进行涨价。比如,原先7折的优惠,现在只有8.5折或是9折。有的干脆就没有优惠了。”上海永庆房屋总经理陈史翎表示。

“In addition to the price,Some buildings also to cancel a discount or in disguised form the way to reduce the preferential price increases。For example,Originally 7 fold discount,Now, only 8.5 fold or discount of。Some simply not have privilege。”Shanghai general manager Chen YongQing houses ShiLing said。

  为何进入7月之后,上海嘉定、宝山一些楼盘的价格均出现了不同程度的上涨?

Why in July after,Shanghai jiading、Baoshan some building dish price all appear different degrees of rise?

  “6月份很多开发商的销售业绩都是不错的。这一方面与房企长期积累了大量购房需求有关外,楼盘加大了折扣力度也是重要原因。但也有房企可能认为房价已经在6月见底了,因此在近期取消了折扣或上调了价格。”戴德梁行住宅部董事伍惠敏表示。

“Many developers in June sales performance is good。On the one hand, and the room enterprises long-term accumulated the massive about the pent-up demand,Increase the discount strength is also building important reasons。But it also has the room enterprises may think that house prices have already been in June see bottom,So in recent canceled a discount or raised the price。”DaiDeLiang housing department director said WuHuiMin line。

  张宏伟表示,其实6月份上海的房价就已经开始上涨了,7月开发商的涨价只不过是6月的延续。“可以说是价量齐升。”张宏伟说。

D said,Shanghai house prices in June actually will have already started to rise,July developers prices is just the continuation of June。“Can say is JiSheng price and volume。”D said。

  据中国指数研究院统计,6月份上海共计成交8365套住宅,环比上扬24.7%,同比去年6月的成交量上涨两成,创下了自2011年1月底调控加码以来的最高值。

According to the Chinese index academy statistics,In June of 8365 sets of residence Shanghai clinch a deal,Annulus comparing rose 24.7%,Last June, the volume of the year-on-year increase of twenty percent,A since 2011 to the end of jan. Regulation since the pyramid peak。

  在成交量上涨的同时,今年6月份上海市商品住宅成交均价高达24070元/平方米,也突破了2.4万/平方米的大关。

In the volume of rising at the same time,In June this year the price of commodity residential house as high as 24070 yuan/square metre,Also broke through 24000 / square meters of mark。

  “受一手房价格影响,现在二手房的议价空间也有所减少。原先最大可以有10%的降价幅度,但现在基本没有降价空间了。因为打算卖房的房东认为,新房价格现在上涨,如果二手房再加大降价空间,自己就亏了。”中原地产研究中心主任宋会雍表示。

“Be a room price impact,Now secondhand the room bargaining space is also reduced。Originally the biggest may have 10% cut prices,But now basically no price cut space。Because the landlord of the house to think,New house price rising now,If secondhand the room to increase the price cut space,Yourself lost。”The real estate research center director song will harmony said。

  

下半年走势充满变数 The second half filled with variable movements

  “降息在减轻了开发商利息负担的同时,也降低了房企的融资成本。更重要的是,市场上将降息解读为对楼市的利好消息,而这在某种程度上也影响到了开发商和购房者对未来走势的预期。”伍惠敏表示。

“The developer interest rate cuts to reduce the burden at the same time,Also reduces the room financing cost of enterprises。More important is,The market will cut interest rates to the property market for interpretation of the good news,In a sense also on the developers and consumers to future trends expected。”WuHuiMin said。

  分析人士认为,6月成交量的走高,与政策“窗口期”的开放也有一定关系。

Analysts believe that,June volume go up,And policy“Window period”Open also have particular concern。

  “其实刚需在6月份入市的数量是有限的。价格之所以走高,除了改善性需求大量入市,豪宅成交量放大带动了整体价格走高,是最主要的原因。而6月的信贷也相对松一些。”陈史翎表示。

“In fact just needs to be in June the number of entry is limited。Prices are higher,In addition to improve sexual needs a large market,A person of extraordinary powers curtilage the volume to increase the overall drive prices higher,Is the main cause。And in the month of June the credit is relatively loose some。”Chen ShiLing said。

  此外,在经济形势不好的情况下,投资客想再次杀回楼市的动力开始进一步加大,并已经在冲击房价进一步上涨。

In addition,In the economic situation is not good,Investment guest would like to kill back to the housing market began to further increase the power,And has a further rise in house prices impact。

  “"降息"与"降准"预示着相对宽松的货币政策已经到来,尽管其目的主要还是为了保证宏观经济"稳增长",但是市场"流动性"的释放将成为助推和刺激通胀预期重新来临的信号。尽管全国6月CPI同比增速在2.2%,但整个市场还很难以扭转"负利率"时代人们继续寻求资产保值增值产品的动机。”张宏伟说。

“"Cut interest rates"and"Drop must"Indicates the relatively easy monetary policy has come,Although the goal is to ensure that the macro economy"Steady growth",But the market"liquidity"The release of the booster and will be stimulating inflation expectations coming to the signal。Despite the national June CPI growth in 2.2% year-on-year,But the market is still very difficult to reverse"Socan lend"Times people continue to seek assets the motivation of value-added products。”D said。

  与此同时,支持开发商继续上调房价的动力也正在不断增加。而这又与开发商似乎已经挺过了“难关”有关。

At the same time,Support developers continue to raise the prices of power is also increasing。And this again with developers seems to have survived“difficulties”relevant。

  通过微调、降价等多种因素,房地产市场成交量得以回升。从5月起计算,开发商在这两个月回笼的资金可以持续3-6个月,那么这将使开发企业资金面紧张的局面得到缓解。

Through the fine-tuning、Price cut and so on many kinds of factors,The real estate market volume to pick up。From may count from,Developers in the two months of the cage for funds can be three to six months,So this will make the development enterprise financing area tense situation eased。

  “政府如果放松对开发商在资金面的管控,整个房地产市场降价的动力会逐步消失。那么未来房价的降幅,将随着成交量的持续增加逐步收窄。”张宏伟说。

“The government if a loosening of the developers in the capital control,The real estate market price cut power will gradually disappear。So the future house prices declined,With the increasing volume will gradually narrow。”D said。

  不过也有业内专家指出,6月的行情不具有可持续性,更不意味着楼市将出现逆转。

But there are also industry experts said,In the month of June the market not sustainable,More doesn't mean property market will be reversed。

  “现在楼市成交量的回暖,很大程度上是开发商用折扣换来的。以前市场上只认为豪宅打折也卖不出去,但现在市场上打破了这个规律:打折对豪宅客户同样起作用。上海豪宅之所以在6月出现成交量大幅上升,也与这些楼盘进行大幅度的折扣和优惠有关。”伍惠敏指出,限购政策没有根本放开的前提下,如果开发商认为市场市场已经见底,并轻易上调价格,市场很可能再次陷入低谷中。

“Now property market turnover of buoyancy,To a great extent on the development of commercial trade discount。Before the market just think that a person of extraordinary powers curtilage the sale also don't sell,But now the market was broken on the law:At a discount to a person of extraordinary powers curtilage the customer also play a role。Shanghai is a person of extraordinary powers curtilage in June, the volume of appear to rise sharply,Also with these buildings are major discounts and preferential relevant。”WuHuiMin points out that,限购 policies have not let go of fundamental premise,If developers think market market has seen bottom,And to put prices easily,Market is likely bottomed again。



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