房地产上市公司09年的业绩已经基本锁定,而2010年的业绩增长情况,还将取决于未来的价量变化。尽管我们看好行业中长期发展,但从四季度行业价量表现方面看,股价难有突出的超额收益,建议“平配”地产行业。 The performance of real estate listed companies in 2009 has been basically locked, while the performance growth in 2010, will also depend on future price changes. Although we are optimistic about the long-term development of the industry, from the aspect of industry price performance in the fourth quarter, there is no obvious excess return in the stock price. We suggest that the real estate industry should be “balanced”.