和讯网消息 8月2日，有消息称近期各地楼市回暖触动宏观调控底线，为抑制房价反弹，宏观政策将出“杀手锏”，取消地产项目预售权。传言引发两市地产股暴跌。万科、保利、金地等一度接近跌停。和讯网第一时间连线地产机构及券商给予解读。

HeXunWang news on August 2,，A source says all over the recent property market milder touches the macroeconomic regulation and control the bottom line，To control the prices rebound，Macroscopic policy will out“Ace in the hole”，Cancel the real estate projects open to booking a right。Rumours that cause two cities with property slump。vanke、poly、Such as gold base once close to drop stop。The first time HeXunWang attachment real estate agencies and securities trader to reading。

　房产机构：全面覆盖可能不大 如属实将对开发商形成致命冲击 Housing authority：Universal coverage may not such as true to developers form fatal impact

　　21世纪不动产上海区域分析师罗寅申指出，目前在售的物业项目大多属预售型销售，现房销售的比例远远不如预售项目。如果真的实行，将对开发商形成致命冲击。

The 21st century real estate Shanghai area LuoYinShen analysts pointed out，At present in the sale of real estate projects mostly belong to open to booking a type sales，The proportion of the house sales than open to booking a project。If really implement，Will the developers form fatal impact。

　　以上海为例，7月23日至7月29日最新一周数据显示，上海全市商品住宅新增的预售楼盘达7个，新增供应面积达21.05万平方米，环比增加24.4%。而在南汇、宝山、嘉定、松江等上海区域内新房供应量最大的几个区，在售房源基本都为预售楼盘。

Taking Shanghai as an example，July 23, to July 29, the latest data show a week，Shanghai the commodity house opens to booking a new building up to seven，The new supply of an area of 210500 square meters，Link increased by 24.4%。And in nanhui district、baoshan、jiading、Songjiang Shanghai area such as new supply the biggest several area，In the housing source basic is open to booking a building。

　　但他也同时指出，该政策的影响程度基本等同于限购，因此，全面实施的可能性并不大。

But he also pointed out that at the same time，The policy of the influence degree of the basic equivalent to be restricted，therefore，Of the overall implementation of the possibility is not big。

　　“我认为可能有区分。”罗寅申指出，与此前很多城市在制定限购令的细则上偏重城郊的划分不同，在中央三令五申要实行“差别化”政策的情况下，此次“取消预售权”的政策一旦实施，各城市在制定执行细则时很有可能将按刚需/非刚需来制定政策。面积、单价等都有可能作为细则制定中的参考要素。

“I think there may be distinguish。”LuoYinShen pointed out that，And after many cities in making purchasing orders on the detailed rules on the outskirts of the town different division，In the central repeated orders should execute“differentiation”Under the condition of the policy，the“Cancel pre-sale right”Policy once implementation，Each city to make the detailed implementation rules will likely not just by just need to/should be to policy making。area、The unit price and so on all possible as rules in formulating the reference elements。

　券商：两市地产股暴跌 未到位将持续下跌 brokers：Two city with property slump is not in place will continue to fall

　　尽管尚未确认消息来源和真实性，但该传言今日午后就在基金券商等机构中快速流传，乃至引发两市地产股暴跌，市场再度出现恐慌。

Although has not yet confirmed sources and authenticity，But the rumors today afternoon in fund brokers in institutions such as rapid spread，And even cause two cities with property slump，Market reemergence panic。

　　8月2日午后，地产股延续早盘跌势，板块大跌4.12%，招商地产(000024,股吧)(000024)一度盘中跌停，截至13:29，招商地产跌9.42%，苏宁环球(000718,股吧)(000718)跌9.72%，保利地产(600048,股吧)(600048)跌7.85%，金地集团(600383,股吧)(600383)跌7.59%，万科A跌6.00%。

On August 2, afternoon，Property counters were continue early fall plate，Plate plunged 4.12%，Investment real estate(000024,guba)(000024)Once pan drop stop，By supposing,，Investment real estate fell 9.42%，Suning universal(000718,guba)(000718)Fell 9.72%，Poly real estate(600048,guba)(600048)Fell 7.85%，Ltd.gemdale corporation(600383,guba)(600383)Fell 7.59%，Vanke A fell 6.00%。

　　有关“房地产取消预售制”的传闻率先从券商和基金机构方面传出，有业内人士分析，取消预售等同于判地产死刑，而该消息也在市场上持续发酵蔓延。

relevant“Real estate cancel pre-sale system”Rumours of the fund institution from brokers and leave，The personage inside course of study analysis，Cancel pre-sale is equal to found the real estate the death penalty，And the news in the market also continuous fermentation spread。

　　对此，德邦证券首席策略分析师张海东对和讯网表示，房地产政策方向还处在高压，近日，国务院总理温家宝在座谈会上就已经表示，房地产依然要坚持调控不动摇。而今日，市场又传出要问责义乌限购执行不到位以及房地产取消预售的传闻，这也是加大房地产股票下跌的主要因素。

this，Jan securities chief strategy analyst ZhangHaiDong to HeXunWang said，The real estate policy direction is still in high pressure，recently，The state council premier wen jiabao in the forum had said，Real estate is still insist on regulation not be moved。today，Market and spread to accountability yiwu purchasing executive does not reach the designated position and real estate cancel pre-sale of hearsay，This is also increase the real estate stocks fell the main factors。

　　张海东预计地产板块尚未跌到位，后续还将下跌，因为从地产板块上半年的表现来看是涨幅最好的板块之一，所以要继续出现较大幅度的调整也属正常补跌。

ZhangHaiDong expected real estate plate has not yet fall in place，Subsequent will also fall，Because from real estate plate in the first half performance is to increase the best one of the plate，So will continue to appear a large adjustment are normal complement fell。

　　截至发稿前，地产股领跌两市，首开股份(600376,股吧)、金地集团、保利地产、苏宁环球、招商地产分别位居沪深两市跌幅前列，几近跌停。

At the time of former，Property counters were brought down two cities，Shares the first to open the(600376,guba)、Ltd.gemdale corporation、Poly real estate、Suning universal、Investment real estate in Shanghai and shenzhen respectively two cities forefront of decline，Nearly drop stop。