129788454835156250_53Policy into the buffer period in the second quarter real estate are three opportunities
23 industries in the first quarter
tera gold, has 19 sectors rose, 4 industries fell, real estate stocks gained (by Shanghai index) for 11.26%, came in third in 23. Real estate in the first quarter continued the trend of recovery at the end of last year, the warmer policy expected to relax and sold under the effects of rising. Most cities publish policies before and after the Spring Festival,Stimulate the local real estate market, although some policies were central halted, but the market sees the reliance on local real estate market and easing the urgent desire. Residential sales rebounding after the Spring Festival, many cities sell out of the Valley in the early, real estate unit strengthening under the influence of these factors, some have high turnover, low end products companyHave ushered in the good trend of investment opportunities. Regulation does not ease can have a big impact on business, we believe that the real estate industry growth in 2012 not optimistic, nor pessimistic. We believe the second quarter's trade policy will enter a buffer period, prices reasonable decline in Government requires on the one hand, mainly refers to the excessive price rises too fast, the city to squeeze foam, on the other hand just needAreas of Government support. To this end, we believe that the real estate sector in the second quarter there are still structural investment opportunities. "High and low" the enterprises of concern since the beginning of this year, we pointed out that "high and low" (high-flow, low end products) still has a very good room for growth, sustainable investment opportunities. Because of real estate under the situation of market differentiation, Just needs of the middle and there is still a good market. For the moment, there is little restriction policy was relaxed, but from the year, fine tuning for improved requirements you may have. Market overall sales growth this year remains difficult, "one high and one low" low-end enterprise products sell well, sales of hindering small
tera power leveling, fast turnaround and guarantees of the company'sExhibition of speed, so we think this type of enterprise in the market this year will be even more to win. We believe that with this year's China vanke to represent "one high and one low" be growing still better enterprise performance based structural opportunities for real estate units in the second quarter is still good, and an active interest in "one high and one low", investment real estate, vanke a poly real estate, golden land group, Beijing cityDevelopment constructs, rongsheng, South building, first opened in shares and suning universal. Good growth in the West while the eastern region real estate market is overheated, national sales growth is the probability of the event, but the Central and Western areas will have good development space, in particular urbanization started later in the West. As of 2011, Midwest real estate development investmentInsufficient funding share has been removed from the 20%, rose to 21%, especially in recent years, investment in real estate development in the Western region has been in a rising percentage, and real estate development and investment in the East from 70% a few years ago and gradually fall, 2011 to 58%. 2011, growth in real estate development and investment in the Western region of 32.8%, upStates, as well as of the Eastern and central regions and 27.2%. Based on CEIC data, 2009 in Chongqing City composite index had been up since, as of February this year
tera gold, Chongqing City index-1190, remain high; as of February this year, housing index 914 points in Chongqing, a large increase over the previous years. We think the SouthwestArea began late in the process, but the economy is relatively advanced. Compared with the eastern region real estate hot, southwest area real estate market growth is good, security. The medium and long term, we are very bullish on real estate development in the South West of listed real estate companies, investors can focus on di, Jinke share capital, the city of Meridian investment shares and city in Yunnan province, such as. Underestimate the value of enterprise worthyDiscover real estate indices in the first quarter (in Star class) for early 2130.95, March 31 to 2448.9, up 14.92%, during which up to 2614.8, high 22.71%. But there are still many companies in the property stocks rose little, we think that in the second quarter the company's share price still existGood room, such as shares, Xiamen international trade building, shimao stock, financial Street, zhangjianggaoke etc. Special attention to these companies, mainly because their characteristics were not pure residential development companies, or commercial and industrial real estate, or dual-core business operations, but its commercial real estate or industrial estate has a leading position, or another main industry has a very good growth and cash flowGood energy and real estate business on complementarity.
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