New the increase of housing provident fund deposit and lending rates notice.
Rabbit New Year began, interest rates, the housing provident fund interest rates will pour in, it would be what impact the property market? The superimposed effect of the policy to accumulate on the real estate sector and what it means? Interviewed industry experts said the speed in the protection of housing construction, market, property market regulation effect
Do panic! The main force is still diving? Stuck with the stock is likely to have saved! March the stock market changes are likely to occur? Tug of war behind the hidden financial trends!
Usher in the property market turning point is 2010, escalating real estate control policies to curb housing prices are not climbing, Beijing, Shanghai and other cities housing prices continued to rack up high. New year, new discounted by the local government. For a time, the property market in reproduction of unrest. This is the first time all year as the central bank to raise interest rates began to shift.
Insiders pointed out that the real estate industry, dependence on bank credit is very high, interest rates will directly enhance the continuous development loans and individual purchase cost, short-term market demand will thus reduce the real estate market impact is negative. Now it is precisely through the combined effects of different policies to strengthen the regulation on the property market.
relevant information, before the holiday introduced by the new Guangzhou, Nanjing, Hangzhou and other cities freeze property transactions, daily volume is only part of the urban housing sets, and some even zero turnover. With intermediaries, said the actual decline over last year signed a four percent or so. Experts believe that in 2010 a large-scale construction of affordable housing, throughout the year to start construction area of 168 million square meters, will divert part of the rigid demand of commercial housing market. Thus, in 2011 there will be downward price trend. Central University of Finance and the China Banking Research Center, Guo Tian Yong said that at present, inflation remains the primary problem in our economy, the central bank to raise interest rates at this time as management of inflation expectations and prevent deterioration of inflation will help to curb the housing bubble, prompting prices swinging back.
developers are still
should be said that in 2010 the real estate market over the regulation of a tight round of financing real estate business almost property does not impact enterprise performance, performance remains a substantial increase in the level, and most real estate companies is February 1, Hong Kong-listed Country Garden announced that housing prices in 2010, the company contracts worth about 32.9 billion in sales, income and net income and other data are a record number of new high since listing. Shimao the same day, KWG and R & F Properties announced in January last year and this year sales figures are increasing. Of particular concern is that housing prices, including Country Garden and a number of sales in January, after a huge increase this year announced that the sales target.
addition to performance gains across the board Hong Kong-listed housing company, A shares listed on the performance of the real estate business is no less. A stock market report released the first real estate companies, real estate in Hong announced a total of 2010 operating income of 3.661 billion yuan, an increase of 202.52 percent, 1.5 times net profit surge. Vanke sales data released showed that in January 2011, Vanke sold a total area of 1,654,000 square meters of commercial housing, monthly sales exceeded 200 billion.
But experts also said that a single interest rate for developers is not too great, but many times the number of intense interest rates and the credit crunch on developers, the effect of the capital chain amplification, real estate enterprises in the future loans will become increasingly difficult, increasing financing costs, some companies may even be a result of funds It is understood that some banks have increased lending rates to developers, or even stop lending to private developers.
In contrast, in Hong Kong-listed mainland enterprises by virtue of superior housing financing, have announced refinancing plan. Data show that in 2010 there were 18 finance housing prices in Hong Kong, representing a substantial increase of 104% in 2009.
real estate stocks,
brilliant performance, low valuations, making a piece of real estate stocks just like diamonds in the rough appreciation of the urgent need to attract the public bodies. For a time, the market quiet for a year to look forward to holding real estate stocks. Many investors worry that the real estate market uncertainty, which directly affect the trend of the real estate sector. Sun Jianping, an analyst at Guotai Junan real estate that the real estate industry will enter a new round of wait and see period, buyers can not order, the developers did not dare push plate, in addition to the Spring Festival holiday factors, in February of the market turnover inevitable shrinking dramatically. The next focus is on the market in March and April sales, if sales decline is too intense, long duration, the real estate stocks still have room for downward adjustment.
the trend for the real estate section, institutions are also controversial. SW believes that the low valuation of real estate stocks continue to fall back to September last year, the probability is not low, overall the oscillation-based. The one hand, the current valuation of real estate stocks is not high; the other hand, the market for the control policies have been expected, so the real estate sector may be in Everbright Securities believes that the policy's long-term turnover of the property market will continue to remain low, real estate stocks can not see the long Xiongtu head, in the present market uncertainty is still larger environment, the sector should be treated with caution. There are brokers that policies be introduced, Hai Tong Securities analysts believe that property taxes, the new
Although the overall trend of real estate stocks have differences, but most agencies believe that real estate stocks is inevitable future trend of differentiation. Statistics show that so far, a total of 68 real estate company released results notice, there are 33 pre-increase, 11 Pre-losing, nine pre-performance drop.
CITIC Securities analysts believe that financial pressure in 2011 the main problem facing developers, small day room rate will be very sad, for the strength of the large room rate but is a merger opportunity. low positions.
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