Sales rebound into the ladder-style recovery property plate 4.98% to help push the big city

May 12, the Shanghai Composite Index in the morning and afternoon plate before the one-hour shock consolidation, and finally around 13:50 strong upward, established a new direction of the city, and finally to 1.49% of the increase, back to stand on the 2,600-point integer gateway. In this Sheng "Restoration", the real estate stocks support can be said. Large Wisdom plate data show that the real estate index rose as high as 4.98%, is located in the plate's second place, of which Beijing can buy property (600791.　　SH), Chuang Hing Real Estate (600193.SH) and the Gold Group (600383.SH) and many other second-line property stocks closed trading.　　Real estate sector on the attack is not a momentary "whim", the National Bureau of Statistics and other departments recently released data shows that in this pair of related departments have a strong pull role and gold securities are considered to be "a typical monetary characteristics" of the industry, its revealing warmth is still ongoing.　　Sales volume rise and price stability situation May 12 10 o'clock in the morning, the National Bureau of Statistics on its official website announced the January-April nationwide real estate market operation. The bulletin showed that January-April, the National commercial housing sales area of 176.25 million square meters, an increase of 17.5%.　　Among them, the sales area of commercial housing increased by 18.6%, office building sales fell by 10.5%, commercial room sales increased by 13.1%. Sales growth is more rapid: January-April, commercial housing sales 799.6 billion yuan, an increase of 35.4%.　　Among them, commercial residential sales increased by 38.6%, office buildings and commercial housing sales increased by 14% and 20% respectively. Prices are also on the decline: April, the country's 70 large and medium-sized housing sales fell 1.1% year-on-year, compared with March decline by 0.2%, the chain Rose 0.4%, more than March increase 0.2%.　　Among them, the new residential sales price fell 1.7% year-on-year, compared with the March decline of 0.2%;　　Warmer trend in May to continue, the reporter inspected nearly 10 brokerages recently released real estate industry weekly reports show that the second week of May (May 4 10th) Real Estate sales to restore strong momentum. Goldman Sachs Gaohua 11th of last week's real estate transactions and sales price statistics, from the week-chain point of view, the number of 15 cities published data, 12 cities in the real estate transactions rose (median value of 20%, and as of May 3, the median level of the week was down 6%). From the perspective of the Year-on-year, the volume of 15 cities increased (the median value is 126%, and as of May 3, the median level is 99%).　　Compared with the April 2009 week average, 11 cities in 15 cities traded more (the median was 13%, while the median level for the week ended May 3 was 10%). In terms of sales price, from the week-chain point of view, the published data of 10 cities in 7 cities have fallen (medianDecreased by 2%, while the median level for the week ended May 3 was up by 5%); From the perspective of the Year-on-year, 10 cities in 5 cities in the decline in house prices (median value is 0, and as of May 3 when the median level of the week is down 5%).　　Compared to the April 2009 average, 6 cities in 10 cities rose (The median was 1%, while the median level for the week ended May 3 was 6%).　　Ladder-style recovery despite the cautious voice still exists, but the overall recovery of the real estate industry judgment has made the fund in advance layout. According to the same day, the Fund began to increase its share of real estate stocks in the four quarter of 2008, and the proportion of the fund to the real estate stocks continued to rise in the quarter 2009.　　Overall, the first quarter of this year compared with the end of the four quarter of last year, the fund company held real estate shares of the total market value increased by 58.46%, accounting for the total value of the Fund's shares increased by 1.12%, from 6.42% to 7.54%.　　82 of listed housing companies a quarterly report card shows that the fund's overweight direction is correct. At the end of the first quarter, 82 listed housing companies inventory of 416.1 billion yuan, compared to the end of 2008 only slightly increased by 1.7%, year-on-year growth in the fourth consecutive quarter of the decline. Benefited from the market recovery, the first quarter at the end of the receivable balance of 95.5 billion, compared with the end of 2008 increased by 18%, last year also has 3.1% growth.　　Joint Securities Fish jinhuagong that the continued decline in inventory growth and the pick-up in receivables indicate that the industry's inventory pressure is gradually decreasing. This trend has also continued after entering the 4 May. Goldman Sachs Gaohua, based on the rolling sales area of the past 12 months, has tracked the average digestion time in 16 cities from 18 months of the previous week to 17.5 months.　　At present, the monthly inventory of Shanghai, Nanjing, Suzhou, Hangzhou, Guangzhou, Shenzhen and Chongqing is less than 12 months, while the inventory of Beijing, Tianjin, Shenyang, Dalian, Dongguan, Wuhan, Chengdu and Xian is more than 18 months. Everbright Securities 11th reported that, the chain of view, March and April most of the city's saleable area accelerated down, down in 5%, of which the April in Shanghai, the chain fell by 7.7%, second-tier cities in Suzhou fell to 8.3% Industrial securities real estate industry researcher Wang Jia pointed out, although 5 June　　, the market turnover is likely to fall, but he believes that the real estate industry has entered the trajectory of a ladder-type recovery, the current property developers of capital and balance of assets and government policy changes so that even if the turnover has fallen, there will not be due to the real estate developers in the financial gap between the bargain.　　According to the Panorama of securities statistics, May 12, the real estate sector net inflow of nearly 400 million yuan, ranked in steel and coal, after the plate third. Cao Xute that the current level of valuation reflects the improvement of the sales situation, determine whether the valuation level of real estate listed companies can continue to upgrade the key lies in the future can have more than expected factors, the focus is on investment in housing can be admitted as soon as possible, otherwise, sales and prices appear over the possibility of exceeding expectationsLittle。