地产板块持续调控不确定性增强
地产板块:持续调控不确定性增强
地产板块:持续调控不确定性增强 更新时间:2011-1-28 9:05:28 2011 年1 月26 日,国务院总理温家宝主持召开国务院常务会议,楼市新“国八条”出台,明显超出市场预期。其中,主要内容有:对个人购买住房不足5 年转手交易的,统一按销售收入全额征税;限购全面升级,“各直辖市、计划单列市、省会城市和房价过高、上涨过快的城市,在一定时期内,要从严制定和执行住房限购措施”;对贷款购买二套房的家庭,贷款首付款比例不低于60%,贷款利率不低于基准利率的1.1 倍等。 具体从政策上看,本次楼市新“国八条”表明了政府对房地产市场调控,综合运用了税收、限购以及信贷等手段,力度之大,远超预期,也标志着新一轮房地产调控的开始。市场分析人士亦认为,楼市的调控政策到目前为止远未出尽,将来或会有更多的政策持续出台,如房产税等。 从房地产市场方面来看,近年来由于房价持续上涨,也因此引发了中央不断出台措施调控楼市。新“国八条”是我国近几年房地产调控最严厉的政策组合,其中,首次将房价调控目标化,明确要求在一季度落实各地区年度价格控制目标,首次将责任落实到地方政府。同时,相比之前执行差额收取营业税,新“国八条”再次严格了二手房交易税费,5.5%的全额营业税使得5年内房源再交易成本明显增加,这将明显遏制过度炒作。 据上证报资讯统计显示,截至目前,总共有68家房地产公司发布了业绩预告,总共有33家出现了预增,有11家出现了预亏,有9家出现了业绩预降。鉴于房地产行业的调控或将是一个持续的过程,故而长期来看,建议投资者回避那些业绩比较差、市盈率偏高、拥有大量土地储备而未进行任何措施的上市公司。 房地产业公司业绩预告一览证券证券收盘价[起始日期]总股本[交易日期]市盈率[交易日期]业绩预告业绩预告业绩上一年上一年说明000897津滨发展4.87161,727.22104.402010-10-202010-12-31预增0.01021653.7859净利润增长450%—5000961中南建设11.23116,783.9218.882010-12-072010-12-31预增0.8955975.938净利润约70068-87585万000979中弘地产16.2356,227.372011-01-122010-12-31预增1.0212677.888净利润增长609.90%600193创兴置业13.3421,814.0024.592010-10-282010-12-31预增0.051055.9605净利将大幅增长600240华业地产6.9864,500.0030.182011-01-102010-12-31预增0.181411702.288净利润同比增长126%-144%600376首开股份16.60114,975.0013.482011-01-072010-12-31预增0.950993170.226净利润增长40%-45%600383金地集团6.98447,150.8617.472011-01-122010-12-31预增0.78177623.32净利润增长50%左右600503华丽家族14.5352,735.00265.272011-01-052010-12-31预增0.189471.7472净利润同比增长430%-4800040深鸿基4.8446,959.3433.862011-01-272010-12-31预增0.146435.6382净利润增长50-1000043中航地产12.2422,232.0530.402011-01-272010-12-31预增0.28286286.7532净利润增长300-3500069华侨城A12.24310,747.8017.252011-01-122010-12-31预增0.551170557.34净利润增长50-1000090深天健9.3945,663.7024.412011-01-252010-12-31预增0.12645771.4687净利润增长65-1150567海德股份8.1615,120.0034.422010-10-302010-12-31预增0.09391419.1936净利增长76.16%--97.302016世荣兆业8.0746,149.6945.002010-10-272010-12-31预增0.167246.9572净利润增长10-302077大港股份9.9525,200.0077.112010-10-272010-12-31预增0.01271.4633净利润增长2,050-2,1002133广宇集团6.1749,860.0016.552010-10-202010-12-31预增0.3316629.349净利润同期增长10-402146荣盛发展12.12143,360.0021.452010-10-222010-12-31预增0.7360954.017净利润增长50-702208合肥城建10.1732,010.0019.542010-10-212010-12-31预增0.6911084.272净利增长15~502244滨江集团10.74135,200.0024.362010-10-192010-12-31预增0.4864367.249净利润增长50-702285世联地产26.1721,760.0024.022010-10-282010-12-31预增1.4115083.045净利润增长30-602305南国置业11.0248,000.00567.392010-10-272010-12-31预增0.3816618.637净利润增长10.00%~25.000029深深房A4.64101,166.0045.642010-10-292010-12-31预增0.022021.7383净利增长305.59%-330.320011深物业A7.0559,597.9123.302010-10-252010-12-31预增0.16269693.3951净利润增长54.75-75.380573粤宏远A3.8162,275.5682.682010-10-272010-12-31预增0.03282040.8559净利润同比增长50%-1000608阳光股份7.1374,991.338.082010-10-292010-12-31预增0.526709净利润增长80%-1030609绵世股份9.4629,809.552011-01-272010-12-31预增0.04981485.3078净利润增长120-170%600067冠城大通8.8773,550.2521.162011-01-172010-12-31预增0.4628365.245净利润同比增长50%-100%600158中体产业7.1780,355.7555.342011-01-082010-12-31预增0.06345097.6871净利润增长50%左右600791京能置业5.6845,288.002011-01-262010-12-31预增0.041588.3121净利润增长600%以上。600823世茂股份12.44117,059.5334.832010-10-302010-12-31预增0.1820601.188业绩较去年同期有大幅增长000671阳光城8.4853,600.5517.772011-01-142010-12-31预增1.0818136.961净利润同比增长165.760711天伦置业12.3810,726.56322.252011-01-212010-12-31预增0.0179.1155净利润增长533-786%600684珠江实业10.9318,703.9427.402010-12-252010-12-31预增0.336232.8526净利润增长80%-1000809中汇医药15.6611,457.00915.372011-01-192010-12-31预盈-0.0469-493.4865净利润盈利280万元左右600807天业股份13.4716,057.5627.072010-10-272010-12-31预盈-0.35-5645.937较上年同期将扭亏为盈000965天保基建10.5046,155.8126.952010-10-212010-12-31预平0.3415789.453累计净利不存在大幅变动000803金宇车城8.5512,773.092010-10-252010-12-31预亏0.0194247.6583净利润亏损300-600万000838国兴地产8.3818,099.972010-10-232010-12-31预亏0.0137247.8296净利润亏损1050-2650万600576万好万家19.0521,809.312011-01-222010-12-31预亏0.143100.3679净利润为负值
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