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历次调控都无法驯服的房价终于低下了头。在央行不断收紧国内信贷,资本市场的融资之门也越关越小之时,楼市在今年3月之后进入下行周期。从深圳到北京,从成都到上海,全国一线楼市纷纷进入观望期,开发商往日声称的“刚性需求”无影无踪。在十多天的采访中,无论是政府、学者、开发商、中介甚至是炒房者,《安家》记者遇到的每个人均称:如此行情有些出乎意料。然而,一切又似乎是如此符合逻辑。市场低迷之际,风传多家开发商资金链紧绷,进而再度引发开发商大规模倒闭危及金融安全的担忧。连续几个暖冬之后,地产业的这个冬天究竟会有多冷、何时才是尽头?谁会在这个冬天死去?谁又将安然过冬,甚至更加膘肥体壮?如同巴菲特的一句名言:“只有在退潮时,你才能看得出谁在裸泳。”那么,哪些企业能在“裸泳”时代,衣著依旧光鲜?
House prices have not been able to tame the previous regulation has finally lowered his head. As central banks continue to tighten domestic credit and the capital markets are getting more and more closed, the property market has entered a downward cycle after March this year. From Shenzhen to Beijing, from Chengdu to Shanghai, the country’s first-line property market have entered the wait-and-see period, the developers claimed “rigid demand ” without a trace. In more than a dozen days of interviews, everyone in the “AnyCheck” journalists said that such a situation was somewhat unexpected, whether it be government, academics, developers, intermediaries or even real estate speculators. However, everything seems to be so logical. Market downturn, the wind spread a lot of developers tight financial chain, which once again triggered the developers of large-scale collapse endangering financial security concerns. After a few warm winter, the real estate industry will be how cold this winter, when is the end? Who will die in this winter? Who will be safe winter, even more fat and strong? As Buffett’s famous quote: “Only in low tide, you can see who is swimming naked.” “So, what companies can ” naked swimming "era, the dress is still bright?