昨日海南板块再度集体飙升，海南瑞泽(002596,股吧)、罗顿发展(600209,股吧)、罗牛山、正和股份(600759,股吧)涨停。根据中报预告显示，与超高的人气相比，龙头个股公司业绩显得十分平庸。今年上半年，海南瑞泽预计营业收入平稳增长，净利润同比增长幅度仅在-10%~30%之间；海峡股份(002320,股吧)1-6月份净利润同比增减变动幅度为-20%~10%。海南板块，尤其是三沙概念股在经过前期大涨后，近期出现一定的整理态势，但似乎主力并未善罢甘休，龙头海南瑞泽在短短7个交易日整理后又再一次涨停。不过，昨日封单并不坚决，显示资金有犹豫情绪，另外弱势环境下，跟风盘也并不多。目前这些概念个股仍处高位，短期可能会震荡回调。另外，热点的持续还取决于是否连续有刺激政策或事件出现，目前此类刺激政策已告一段落，概念的热度也会随之降温。对此，建议大家逢高就出，切勿在击鼓传花中接到最后一棒。

Hainan plate yesterday again collective soared，Hainan red jersey(002596,guba)、ROM. Meal development(600209,guba)、ROM. NiuShan、Shares with(600759,guba)harden。According to the center daily news forecast shows，Compared with ultra-high popularity，Leading stocks company performance is very mediocre。In the first half of this year，Hainan red jersey business income is expected to steady growth，Net profit year-on-year growth amplitude only between 10% and 30%；Strait share(002320,guba)1 - June year-on-year net profit increase or decrease amount of variation for - 20% ~ 10%。Hainan plate，Especially three sand concept stock after early after rose，Recently appeared certain finishing situation，But it seems that the main force did not let it go at that，Leading hainan red jersey in a short span of seven trading day after finishing harden again。but，Yesterday seal single is not determined，Display funds have hesitate mood，Other vulnerable environment，Follow suit dish also is not much。At present, these concepts in individual stocks are still high，Short-term may shock callback。In addition，Hot continuous also depends on whether continuous have stimulus policy or event，At present such stimulus policy has come to an end，The concept of heat will then cooling。this，Suggest that we work out in，Never in playing music ball from the last bar。

　　前期表现活跃的地产股昨日跌幅超过5%，苏宁环球(000718,股吧)跌停，“招保万金”居跌幅榜前列。日前召开的中央政治局会议强调，要坚定不移地贯彻执行房地产市场调控政策，坚决抑制投机投资性需求，切实防止房价反弹。此前国务院已经派出8个督查组摸底全国房地产市场，再加上昨日盘中传言北京要取消预售房制度，使得恐慌情绪得到爆发。虽然住建部很快进行了辟谣，但暴跌已经成为事实。对于该板块的个股，建议投资者谨慎为上，不宜轻易介入，市场不会出错，跌总是有理由的。（季菲菲）

The active property counters were yesterday fell more than 5%，Suning universal(000718,guba)Drop stop，“Recruit the gold”Decline in the forefront of the list。At the political bureau conference held by the central emphasis on，We will unswervingly implement the real estate market regulation and control policy，Resolutely inhibition speculative investment demand，To prevent prices rebound。After the state council has sent eight DuZhaZu touch bottom national real estate market，Plus plate yesterday that Beijing will cancel pre-sale housing system，Make panic get outbreak。Though they live JianBu again soon，But the collapse has become a reality。For the plate stocks，Suggest investors cautious on for，Shoulds not be easily intervention，Market will not go wrong，Fall always have reason。（JiFeiFei）