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楼市回暖未成大势--亲稳舆论引导监测室
2012-08-03
从主要数据看,当前楼市并未全面回暖,但反弹风险不容忽视,不排除出台储备政策
From the main data to see,Not all of the current market buoyancy,But rebound risk cannot be neglected,Don't rule out policy on reserves
今年以来,尤其是进入6月,房价环比出现上涨苗头,部分城市初现量价齐升的态势。于是,一些房企和中介开始着急而欢喜地喊:“楼市眼瞅要全面回暖了,快来买呀!”
Since this year,Especially in June,House prices rose annulus appearance,Parts of the city is beginning JiSheng quantity and price of the situation。so,Some room enterprises and intermediary began to worry and glad to shout:“Property market to be fully warmed the eye Chou,Fast to buy ah!”
果真如此?其实未必。是否全面回暖,关键要看两点:投资和交易。从楼市当前表现来看,二者整体并不火爆。
If so?Actually may not。Whether comprehensive warmed,The key to see two points:Investment and trade。From the property market performance and see,Both whole is not hot。
先说投资吧。往细分,楼市投资分两块买地、盖房。
Say first investment it。To segment,Housing investment points two pieces of buy the land、houses。
本轮调控以来,房企拿地一直谨慎,至今仍未彻底改观。这一点,从各地土地财政收入情况可以得到印证。上半年,国有土地使用权出让收入继续减少,直降27.5%。
This regulation since,Room to have been cautious with enterprises,Still do not completely changed。this,From all around land financial income can confirm。In the first half,The transfer of state-owned land use right income continue to decline,Straight drop 27.5%。
至于盖房子,多数房企也不积极。眼下房企主攻出货,新盘开工持续低迷。5月份,甚至出现开工面积的负增长,房地产开发投资增速也延续高位回落态势。
As for building a house,Most of the room is not positive enterprise。The main room enterprises of shipment,Start XinPan remain low。In may,Appear even commenced area of negative growth,Investment in real estate development also continued growth highs situation。
再来看交易。今年以来,随着房企以价换量,部分刚需逐步释放。可从成交实情看,郊区房较多,二手房较多,且多数前期降价明显。
Again to see trading。Since this year,With the high price of change in room,Just need to release part gradually。Can see from the deal,Suburbs room more,Secondhand the room more,And the most obvious reduction。
更重要的是,目前买房者,自住需求是主流。多数地方严格限购,投资需求仍在场外。只要稳住市场预期,稳住刚需释放节奏,楼市需求不会井喷。
More important is,Current house buyers,Self living demand is the mainstream。Most places strict 限购,Investment demand is still in the field。As long as the steady market expectations,Just need to release the steady rhythm,Property market demand will not a blowout。
所以,尽管6月份房价环比上涨城市有所增加,但基本属于恢复性上涨,大部分城市房价仍然低于去年同期水平。所谓全面回暖,更像营销噱头。
so,Although house prices rose in June month-on-month city has increased,But the basic belong to restorative rise,Most urban house prices are still lower than a year ago。The so-called comprehensive warmed,More like marketing campaigns。
楼市虽未全面回暖,但反弹风险不容忽视。部分城市交易回暖、价格回涨,很容易影响购买预期,使部分刚需提前释放,使房价涨势危及全局。
Though not comprehensive property market buoyancy,But rebound risk cannot be neglected。Parts of the city trading thaw、Price HuiZhang,Very easy to buy expected effect,Part just released in advance,That house prices threaten global market。
进一步说,根据楼市规律,交易回暖、价格回涨数月之后,房企买地、盖房热情恢复,很可能形成新一轮房地产热,催生新的楼市泡沫,酿成新的经济风险,对此尤须高度警惕。
Further said,According to the market rules,Trading warmed、The price HuiZhang for several months,Room enterprises to buy、Houses enthusiasm back,A new round of real estate may form very hot,Midwifery new housing bubble,A new economic risk,Especially this must be highly vigilant。
近期,决策层反复强调,当前仍处关键时期,楼市调控不能放松,并加强信息监控,督察执行情况,抓紧研究对策。一旦房价反弹超出预期,随时出台新的调控政策。
recent,Decision-making repeatedly,The current still at key time,Property market regulation can't relax,And strengthen information monitoring,Inspectors implementation,Grasp the countermeasures。Once the house prices rebound faster than expected,Introduce new control policies at any time。
问题在于,各地政府要和中央保持一致,心往一处想,劲往一处使,莫让杂音干扰预期,把稳楼市走向,巩固调控成果。(天 山)
Problem is,The local government and the central to remain consistent,Heart go to one place to,Interest makes toward one place,Don't let the noise interference expectations,BaWen property market to,Consolidate control results。(Day mountain)
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