Half-year in the past, real estate listing the embarrassment of enterprise performance seems to be corroborated is difficult for the entire industry. Yesterday, Shenzhen stock market, real estate stocks have emergent puzhang quotes, silver-based development, A deep, dark, baoheng A, deep wall A gainers, previously published half annual pre-loss deep room A, in the last hours more suddenly increase, leads the rise of large plate. The industry's cool this year, the real estate industry in overall adjustment period, during which the pressure of the enterprise is not small, occasional puzhang cannot cover up the entire industry performance of companies listed on the global, related semi-annual bulletin showed an interest "in the second half must".
Only 3% of the good performance of the company
As of yesterday, and Shenzhen City nearly 20 real estate companies on this year performance notice about two city, 20% of the total real estate companies, which can produce satisfactory half year "report card" of the company. According to reporter statistics, only shimao co., SIDC, vanke A, Shahe shares, investment real estate, A deep wall and sunshine co., company has released a notice performance year-on-year increase of about 30% of the total. Investment development progress speeding up and selling back the growth of these corporate performance.
The real estate sector considering polarization
Haitong securities, real estate industry researcher-ju Lee believes that industry adjustment period to determine the real estate business mainly depends on two conditions: first, financial strength, the second is a land reserve. From this perspective, the industry's strong enterprises will undoubtedly have a significant advantage, vanke A is one example. However, for real estate companies, enterprises, companies tend to last year's income in the first half of this year's report. "The whole industry last year, the situation better, so some of the leading enterprises of performance temporarily difficult too much. ”
However, the industry's weak enterprises during the adjustment of the pressure. For example, ST maxhuang, ST Gilles, light industry, ST dongyuan ST ST Pearl River and is expected to Chang * in the first half of the loss occurred. It is worth mentioning, * ST changyuan prior notice, if company's 2005 annual results is still a loss, the company was listed on the stock will be suspended.
The second half of the entry "knockout"
Although the overall situation is not optimistic, but a lot of strength or that its performance is expected to go for the second half. For example, published early warning bulletins, financial Street, with large real estate sales amount to the account, the annual report will remain stable growth; billion city co. is expected from the third quarter, earnings from real estate project follow-up, company performance will be noticeably better.
Industry noted that the majority of real estate companies, industry adjustment period many uncertain factors may emerge: sales blockage, back too slow, low prices, capital chain tension ... This is the entire industry for the excellence of a knock-out stages. Pretty over the strength of the enterprise will have more space for development. "You can expect the second half will be quite a real estate company's last stand at a crucial time. "He ju ying says.
Shimao emphasis towards commercial real estate
"Shimao group last year's sales is 60 million, a listed company actually does not reflect the entire industry, but as developers, we also do not want the House price boom or bust, the special needs of Government rational boot. "Xushitan said that Shanghai in recent years, prices have risen faster and its economic status are inseparable, but" after all, still a little fast. "" At present a series of control policy is necessary, otherwise the prices continue to grow too quickly will result in a risk of accumulation, Shanghai general direction we firmly believe that the property is good. ”
He noted that, in order to prevent risks and seek diversification, shimao group has significantly shifted to seek long term benefits of commercial real estate in Shanghai this year, the Group developed a class of projects; at the same time, in the past, land banking is also became present shimao advantages, "we don't do land speculators, not the market light stage capital risk and market risk, which is detrimental to the company's stable development. ”
Vanke bidding involved in supporting
Wanke, General Manager of Shanghai, China vanke real estate dingchangfeng now back to the previous year's "facing the new economy, and concerns of ordinary people," slogan. "Only put the focus back to the ordinary person, return to customer, to rescue the enterprise itself and save the market. ”
Dingchangfeng said Wanker is made for property market adjustment, the three preparation: stable financial standards; second, strengthening the internal management and adjust employee attitude; third, will be part of the profit made is used to improve product quality.
Dingchangfeng also revealed that, at present, China is actively involved in Shanghai two 10 million square meters of commercial project tender. "For some time, China vanke must adjust strategy, on the product type. "Dingchangfeng said.
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