CIC Securities property market to increase prices

Investment proposal: The new characteristics of the recent development of housing prices are: Hot City housing prices have been controlled, some non-hot cities become hot cities, regulatory pressure dependence. The reasons for the rise in prices in most cities in August are: First, the "Golden Nine silver Ten" sales season approaching, was suppressed a few months of rigid demand explosion; second, the supply peak has not yet arrived, the new push-disk storage time is long; the land supply in the three or one-line urban areas has been declining in recent years, and the supply of new plates in the urban areas　　Dalian and other cities 2009 years of relatively small, controlled by the impact of small, relatively low price depression has become a new investment zone; September does not exclude the Government to continue to strengthen regulation, such as tightening development loans and loans. In the past 1 years, the new 1.2 billion square meters of residential construction, we are expected in 2010 9-November and February 2011 to form two peak supply.　　The majority of developers before the sales performance is not ideal, before the end of the year to pay a large amount of land, works and bank loans. We maintain the 4 quarter of the property market "price fall" is a big probability of the judgment, if the regulation deepened, house prices appear to be a significant drop is a good time to buy. The first: Vanke, and optimistic about the rapid growth of 4-quarter sales of investment real estate, poly Real Estate, Suning Universal, Riverside Group, Shimao shares, the opening of shares and so on and the value of the obvious underestimated billion city shares and pan-sea construction companies. (originally contained in the Securities times)