"Salted fish after the birth" real estate New Order real estate stocks new faucet

"Big money to see many banks, short banks, see the open space production, long property."　　"Real estate stocks are replenishment of the stock market, the fundamental recovery of the biggest sustenance, may also be the last replenishment of the industry, which has become the largest capital of the deepest plate." Financial Weekly reporter Jiangxun/Wen Zhou Financial Weekly editorial meeting, research market, make the real estate plate.　　In the Friday, property-stock riots came earlier than we thought. The editorial office has been arguing for a long time to define this topic. It was then simple to call this the "new tap of real estate stocks" to showcase the new pattern that had arisen after the adjustment.　　In fact, this pattern last week, "Financial Confidential" special edition of "real estate investment value 30" has been presented.　　In fact, our initial position is that large funds hunt real estate stocks, we have received a lot of information, the funds are slowly surrounding the real estate, in the people still worry about the moment of the short-lived property, this is why? Real estate as usual up week 51 war, have to do private equity friend said, real estate to the most elite of the hot money has been drawn from the past, this is of course the words on the lake.　　But the agency has been betting on property for a while. Financial Weekly is the first in the country for the real estate "full restoration" of the media, the reader must remember the "real estate Internal reference" that round, I and the department colleagues rushed to a front-line investigation, than many agencies to shout out "super match."　　I remember talking to an influential analyst in Beijing, who was wary, and he said that the more mad he was, the more vigilant he was, and one of his important logic was that the economic adjustment was much bigger than the 1998, so what real estate would be able to rebound unscathed? I talked to him the other day, he was more optimistic than me.　　But the problem is still the old problem, I think a lot of people like him in the same trouble for this problem, why this time the real estate so withstand toss? There are two statements, the first of course is to stabilize the economy, saving cyclical industries, the real estate industry is bound to water.　　Building materials, chemical industry, non-ferrous These industries wait until the flowers also thanked, and always did not see a noticeable improvement, make market stocks into speculation futures, not because the real estate operating rate is not? The recent beginning of steel industry, is not the real estate and infrastructure has been driven? The second logic is that China's real estate market gambling is very heavy. A large number of people buy homes for the purpose of investment or savings is the main reason for the continued upsurge in housing prices. In this case, the price rise will be someone to buy, because as long as the price is rising, it means that the purchase is cost-effective.　　Why China is so, because China does not levy a heavy property tax like the West. The second logic is that, as long as the class is taxed, there will be no big bubbles in the real estate, and we now know how far the American bubble has blown. So I guess that's the reason for the money.　　Americans have too much money in their hands. So, are the Chinese people rich or not? A friend of a fund company told me that the only way to explain the sharp rebound in real estate, the Chinese people's saving stock is too large, the flexibility of purchasing power is very strong.　　But the Chinese people do not even have a perfect social security, do you dare to buy a house? So recently Ren ZhiqiangShelling is the polarization of the rich and the poor to push up the price of the argument, very close to my appetite. Here we come to think about why this adjustment of real estate so can endure, we think about 1998 before and after what happened in China. Any reform of production relations is the redistribution of social wealth.　　China's large-scale economic system reform started around 1998, in the end, how much wealth has been created to tilt, you want to know, I also want to know. I used to have a vicious idea to investigate how much of the identity structure of Chinese homebuyers in the past 10 years has come from the elite class and the crony capital.　　This result may answer the puzzle of the analyst friend above.　　Say 1000 10,000, that means, whether you like it or not, China's property will rise as usual.　　There are two or three additional points to be made for the topic. First, according to the statistics of the National Bureau of Statistics, although the first quarter of this year, China's new construction area has declined, but the area, the completed area and real estate development investment has risen.　　I think, so many industries have been replenishment stock market, the real estate has not yet, this round is not?　　Second, please pay attention to our poly Real Estate reports, about this new real estate idol, this is one of the series, this interview poly real Estate song sum we are not all, the wonderful report follow-up.　　Real estate in the division, Vanke April Sales volume of the first drop in the year, Vanke has not added new items for 3 consecutive months, indicating that Vanke continues to adhere to the "quantity out of" principle, the property market is still cautious, Vanke is also forming its own mysteries. Third, the real estate investment value list last week, because of special reasons, individual total data copy processing some flaws, this time the revised version, please rest assured that this does not affect the final ranking.