近期多项数据显示，房地产市场回暖迹象明显。虽然当地产调控政策利剑一直高悬，但年初至今地产股仍是两市涨幅最大板块，基金二季度大举增持地产股，招保万金龙头股赫然出现在基金增持前10大个股榜单之列，详情如图所示（请点击查看《证券时报》快讯频道独家栏目“财经CT室”中的精彩财经图片，网址http://kuaixun.stcn.com/ct/content/2012-07/25/content_6372484.htm）。

Many recent figures show，The real estate market warms up obvious signs。Although local control policy has been in sharp brand，But since early property counters were still is the biggest increase in two plates，In the second quarter of the fund property counters were influential heavily，Called the gold the main item stock popped up in 10 big stocks before the additional funds in the list of the list，Details as shown in figure（Please check《Securities times》Express channel exclusive columns“Financial CT room”The best financial picture，Site http://kuaixun.stcn.com/ct/content/2012-07/25/content_6372484.htm）。

　　中央近期连发多项信号强调坚持房地产调控，继此前两部委下发紧急通知要求坚决防止房价反弹之后，国务院办公厅7月24日宣布从7月下旬开始，督查16个省市落实房地产调控政策情况详情如图所示（请点击查看《证券时报》快讯频道独家栏目“财经CT室”中的精彩财经图片，网址http://kuaixun.stcn.com/ct/content/2012-07/25/content_6372484.htm）。

The central recently been sending multiple signal it puts emphasis on the real estate regulation，After the two ministries issued an emergency notice requirements resolutely prevent house prices after rebound，The general office of the state council announced on July 24, from late July start，Protecting 16 provinces and cities implement control policy for real estate situation as shown（Please check《Securities times》Express channel exclusive columns“Financial CT room”The best financial picture，Site http://kuaixun.stcn.com/ct/content/2012-07/25/content_6372484.htm）。

　　值得注意的是，受房地产调控政策影响，虽然地产股表现抢眼，但截至7月24日公布中期业绩预告的房企中，近六成房企业绩并不乐观，详情如图所示（请点击查看《证券时报》快讯频道独家栏目“财经CT室”中的精彩财经图片，网址http://kuaixun.stcn.com/ct/content/2012-07/25/content_6372484.htm）。

Note the，Real estate control policies by the impact，Although property counters were showed up，But until July 24 medium-term performance of the forecast published in the room enterprises，Nearly sixty percent room enterprise performance is not optimistic，Details as shown in figure（Please check《Securities times》Express channel exclusive columns“Financial CT room”The best financial picture，Site http://kuaixun.stcn.com/ct/content/2012-07/25/content_6372484.htm）。

　　国泰君安最新研报认为，下半年地产仍将为A股强势板块，建议继续超配。维持年初提出2012年地产股绝对收益下限50%的观点，继续一二线龙头核心配置的观点，金地集团(600383,股吧)、万科A、保利地产(600048,股吧)、招商地产(000024,股吧)等龙头股价回调是投资者绝佳买入机会。

The latest research report that hand to cathay Pacific airways，The second half of the real estate will still for A shares strong plate，Advice to continue ultra matches。In early 2012, maintain proposed property counters were absolutely the lower income 50% point of view，Continue to a second line leading core configuration point of view，Ltd.gemdale corporation(600383,Shares it)、Vanke A、Poly real estate(600048,Shares it)、Investment real estate(000024,Shares it)And leading share price callback is an investor buying opportunities。

　　（《证券时报》快讯中心）

（《Securities times》Dispatch center）