叶檀谈房地产:房企进入爆发期(图组)

上一篇 / 下一篇  2013-08-15 13:58:13 / 精华(3) / 置顶(1)


房地产进入又一个高涨期,这是三十几次调控之后的又一次上涨。

  据报道,截至8月7日,有三家房企正式发布再融资方案,涉及资金超过88亿元。如果再融资方案获批,说明房地产从政治意义、金融意义上重建天日,目前通过表外、信托的庞大融资之外,还会加上银行表内贷款、公司债、股票市场融资等诸多方式。

  房地产泡沫一度引发巨大担忧,为了抑制房地产金融杠杆股市与贷款对房地产企业关上了大门,这是象征性姿态,因为表外信托等融资方式的大门依然畅开,最大的影响提升了房地产的融资成本,房地产商与融资者皆大欢喜。但高价融资的方式却证明了在社会一些人眼中房地产开发风险的上升,与道德的低下。如果股票市场这一特定的“圈钱”市场向房地产企业开放,说明房地产企业从经济与道德两个层面被“摘帽”。

  房地产目前进入上升周期的最后爆发阶段。

  之所以说最后,是因为目前房地产市场全面开花,而房价大幅上涨集中在一二线城市,一些三四线城市房价下挫甚至出现全面下挫。大城市集中权力、商业、人才、资金等优势,在本轮城镇化进程中受益最大、风险最小,当外围冰山逐渐融化时,内部冰层加厚,显示经济失衡状况严重,这种局面可以继续,但不能维系长久,未来将有更多的三四线城市进入“融化”行列。

  7月中国百城住宅平均价格为10347元/平方米,比6月上涨0.87%,自2012年6月以来连续第14个月环比上涨,但价格下跌的城市个数明显增多,其中61个城市环比上涨,39个城市环比下跌。同比来看,全国100个城市住宅均价与2012年7月相比上涨7.94%,涨幅扩大。前十大城市房价同比连续第9个月上涨,7月住宅均价为17609元/平方米,环比上涨1.34%,同比上涨11.06%,住宅均价首次突破10%,涨幅扩大1.13个百分点,广州北京深圳、南京涨幅均超过10%。涨幅均超过全国平均水平。

  房地产依然是目前市场最热门的投资品种,今年上半年的地王与房地产销售数据说明了一切,投资者似乎对鄂尔多斯与神木泡沫崩溃视若无睹,但值得关注的是,投资者的投资范围越来越集中,投资标的越来越狭窄,如大城市刚需、高端写字楼、商业新地标的商铺等。

  房地产金融用到了极致。

  房地产是最受银行欢迎的抵押产品,银行压缩开发贷,并不能改变房地产是中国信用替代物这一事实,没有信用贷款,只有抵押与担保贷款,抵押贷款只有房地产贷款。

  个人房贷是优质贷款。央行7月19日发布的2013年上半年金融机构贷款投向统计报告,显示6月末金融机构人民币各项贷款余额68.08万亿元,同比增长14.2%,中长期贷款下降,而涉房贷款大幅上升:6月末,地产开发贷款余额1.06万亿元,同比增长17.2%。房产开发贷款余额3.26万亿元,同比增长11%。个人购房贷款余额9.07万亿元,同比增长21.1%。假设在限购情况下,个人购房现金支付占比达到购房贷的三分之一,房地产市场将达到12万亿元以上。

  购房者现金支付比例大、负债少,房地产也就无所谓泡沫,而是由购房者真实财富煮成的一锅坚硬的粥。没有什么比房地产更容易吸纳公众手里的资金,吸纳公众财富发展城镇,通过城镇化获得土地。

  房地产拉动城市化有边界,如果一个城市由房地产投资者机构城市运营的隐性成本,商业被商业物业推高,将会反噬实体经济,500强企业搬离北京市中心就是例证。

  通过房地产预支今后的财富,最长不会超过20年,从2003年开始已经10年,房地产黄金时代过后,最乐观估计,还会有白金的10年。

站内搜索:

TAG: 房地产金融 房地产开发 房地产泡沫 房地产企业 房地产商

引用 删除 mynamikw9x   /   2018-02-22 00:14:01
For example, if you've decided to sell extra absorbe <a href="http://www.jordan11spacejam.fr/jordan-11-grey-suede.html">jordan 11 grey suede pas cher</a> nt dish rags, you can show them cleaning up a mess or drying your dish <a href="http://www.jordan11spacejam.fr/jordan-11-legend-blue.html">air jordan 11 legend blue homme</a> es. Not just house home, moreover bloom costly of commercial real estate property residence in Pune has in truth really finished up just as one extraordinary beginning for the p <a href="http://www.jordan11spacejam.fr/">jordan 11 space jam 2016</a> e
引用 删除 shekplos6z   /   2018-02-21 23:47:31
A person must make sure that his money is wor <a href="http://www.basketairmax2017.fr/sneakers-nike-air-max-1/air-max-1-essential.html">nike air max 1 essential femme noir</a> king for him,nike air <a href="http://www.basketairmax2017.fr/vente-nike-air-max-95-acheter.html">nike air max 95 pas cher</a>  max 1 essential femme noir, and invest smartly, so that every opportunity is exploited towards increased yield. However, the bat may weigh the same as a wood bat. They should be so lucky! My home is just too small to accommodate mor <a href="http://www.basketairmax2017.fr/vente-nike-air-max-95-acheter/air-max-95-homme.html">nike air max 95 homme pas cher</a> e
引用 删除 mynamikw9x   /   2018-02-20 04:21:17
Withthe help of these devices,New Balance 574 Grey, firemen can pote <a href="http://www.newbalance574shoessale.us.com/">New Balance 574 Grey</a> ntially save more individuals.Another benefit with online <a href="http://www.newbalance574shoessale.us.com/">New Balance 574 Sale</a>  searches is the ability to make detailed comparisons. One fine morning you wake up and decide to try a new look for your house. This aspect of your business should be a major
引用 删除 shekplos4x   /   2018-02-17 19:54:59
It is an excellent nerve tonic.  <a href="http://www.nflshopus.com/Denver-broncos-brandon-mcmanus-jersey-tshirt/">http://www.nflshopus.com/Denver-broncos-brandon-mcmanus-jersey-tshirt/</a> When you are convinced that you require exerc <a href="http://www.nflshopus.com/New-york-giants-davis-webb-jersey-tshirt/">http://www.nflshopus.com/New-york-giants-davis-webb-jersey-tshirt/</a> ise, it is possible to join the particular windham fitness and bring your first step towards a very healthful life.Call the office today to learn more about what david t turbyfill as well as company can do for you. Spot cl <a href="http://www.nflshopus.com/Green-bay-packers-kevin-king-jersey-tshirt/">http://www.nflshopus.com/Green-bay-packers-kevin-king-jersey-tshirt/</a> e
引用 删除 mynamikw9x   /   2018-02-17 04:30:54
For info on the latest events visit us today at cecesshoppe. Security pa <a href="http://www.airmax2017australia.net/nike-air-max-2017-red.html">nike air max 2017 mens red</a> trol service Milwaukee stand out to be the best option in <a href="http://www.airmax2017australia.net/nike-air-max-2016/air-max-2016-mens.html">nike air max 2016 mens australia</a>  this regard. Security patrol service Milwaukee stand out to be the best option in this regard. This structure has low maintenance cost and its functionality is effortles <a href="http://www.airmax2017australia.net/nike-air-max-2017-womens.html">nike air max 2017 womens</a> s
引用 删除 mynamikw9x   /   2018-02-17 00:40:42
These shops also ensure that your desire of having beautiful shoes is not c <a href="http://www.fioriscarpe.it/adidas-superstar-con-fiori/adidas-superstar-2-fiori.html">adidas superstar fiori di ciliegio</a> ompromised. The organization identifi <a href="http://www.fioriscarpe.it/adidas-superstar-supercolor-saldi/superstar-supercolor-blu.html">adidas supercolor azzurre</a> ed as many as 800 sites in developing countries that are dedicated to extracting valuable metals and lead from used car batteries for resale purposes. You can fit into such a job well if  <a href="http://www.fioriscarpe.it/adidas-superstar-supercolor-saldi.html">adidas supercolor saldi</a> y
引用 删除 dgs2u6cc   /   2018-02-16 16:29:01
<a href="http://www.seocombus.com/ua-stephen-curry-1-shoes.html">curry 1 shoes for sale</a> Hence, you must ensure to follow s <a href="http://www.seocombus.com/ua-scorpio-shoes.html">under armour scorpio outlet</a> ome of the guidelines which are given belowTake your timeIt is important that you understand the high risk involved with your decision and thus refrain from being hasty i <a href="http://www.seocombus.com/ua-stephen-curry-2-shoes/curry-two-mvp.html">curry 2 mvp shoes for sale</a> n making the decision. Probably you are preparing to use the personal computer for graphical lay
引用 删除 mynamikw9x   /   2018-02-16 04:01:56
Next is the prices charged by different specialists for their operations <a href="http://www.cheapshoxuksale.com/nike-shox-oz-d-men-s-shoes-all-white.html">Nike Shox OZ D Men's Shoes All White</a> . Sneaker designs  <a href="http://www.cheapshoxuksale.com/cheap-men-s-nike-shox-current-leather-shoes-black-white-uk-sale.html">Men's Black/White Nike Shox Current Leather Shoes</a> are endless platforms, wedges,Nike Shox OZ D Men's Shoes All White, band, sneakers, pumps, four inch pumps, stilettos, etc.Corporate entertainment underscores our commitment to the events industry to deliver f <a href="http://www.cheapshoxuksale.com/nike-shox-turbo-online.html">nike shox turbo uk</a> l
引用 删除 mynamikw9x   /   2018-02-15 06:52:10
In the act of looking for the best crane inspection compan <a href="http://www.dunkskyhighuk.com/nike-dunk-high-heels-boots/nike-dunk-high-heels-white.html">nike dunk high heels white</a> y in Tennessee one needs to get in touch with the various specialists who con <a href="http://www.dunkskyhighuk.com/nike-dunk-high-uk/nike-dunk-high-mens.html">nike dunks high mens uk</a> duct such operations near their areas of occupancy. To make things worse,nike dunk high heels white, this problem exists all around the world, despite the availabil <a href="http://www.dunkskyhighuk.com/nike-dunk-high-heels-boots/nike-dunk-high-heels-blue.html">nike dunk high heels blue</a> i
引用 删除 mynamikw9x   /   2018-02-15 00:22:12
One is therefore advised to make a t <a href="http://www.pokerzines.com/nike-huarache-nere-e-bianche-41-gm/">nike huarache nere e bianche uomo</a> horough inspection of all the apparatus and ascertain that they are safety and <a href="http://www.pokerzines.com/nike-huarache-rosa-73-db/">nike huarache rosa saldi</a>  security observant. The name of the company can be spoilt letting down the reputation if the companies have to deal with such unfortunate criminal incidences.Get amazed to see the user <a href="http://www.pokerzines.com/nike-huarache-uomo-86-gp/">nike huarache uomo saldi</a> s
引用 删除 shekplos6z   /   2018-02-15 00:22:08
Only the barrel has an effect on turning the ball around andpropel <a href="http://www.basketairmax2017.fr/nike-air-max-2016-noir.html">nike air max 2016 pas cher</a> li <a href="http://www.basketairmax2017.fr/nike-air-max-tn-pas-cher/air-max-tn-femme.html">nike air max tn femme pas cher</a> ng the ball back at a high speed. In fact,nike air max 2016 pas cher, payday funds for awful credit are designed for people whose credit report is stamped with bankruptcy,nike air max tn femme pas cher, late payouts, delinquencies, <a href="http://www.basketairmax2017.fr/sneakers-nike-air-max-1/air-max-1-ultra-moire.html">nike air max 1 ultra moire pas cher</a>
引用 删除 mynamikw9x   /   2018-02-14 11:12:04
Excessive and expansi <a href="http://www.originalsboty.cz/adidas-boost-na-prodej/nmd-runner.html">adidas nmd prodej</a> ve lifestyles are also a  <a href="http://www.originalsboty.cz/puma-suede-platform.html">puma suede platform cz</a> quick and effective way of derailing any plans for early departure from the workplace. Use the advice in this article to help you start a successful affili <a href="http://www.originalsboty.cz/puma-basket-heart.html">puma basket heart damske</a> ate marketing campaign. Once your goals are set and you start working towards the attainment of tho
引用 删除 shekplos7p   /   2018-02-14 08:56:13
The Himalaya baby products are like baby cream and the Himalaya b <a href="http://www.wholesalecheapnflsportsjerseys.com/">Wholesale Cheap Jerseys</a> aby soap and the Hima <a href="http://www.wholesalecheapnflsportsjerseys.com/">Wholesale Basketball Jerseys From China</a> laya baby care gift and the Himalaya diaper rash etc. If you know Wholesale Cheap Jerseys how to treat them, they will ask your opinion before buying a competitor product. Take some propositions gathered to sell b <a href="http://www.wholesalecheapnflsportsjerseys.com/">Wholesale Hockey Jerseys China</a> a
引用 删除 dgs2u6cc   /   2018-02-14 00:37:28
Most cosmetic dentistry o <a href="http://www.vaideo.com/sconti-uomo-nike-air-max-90-pelle-bianche-nere.html">Sconti Uomo Nike Air Max 90 Pelle Bianche Nere</a> perations also invite a highe <a href="http://www.vaideo.com/uomo-nike-air-max-97-tutte-bianche-italia.html">Uomo Nike Air Max 97 Tutte Bianche Italia</a> r charge than general dentistry. If a person has to spend a lot of time trying to figure out how to make a purchase,Sconti Uomo Nike Air Max 90 Pelle Bianche Nere, then chances are you’re going to lose the sale <a href="http://www.vaideo.com/nike-air-max-tn/air-max-tn-uomo.html">nike air max tn uomo</a> . And were not even scratching the s
引用 删除 mynamikw9x   /   2018-02-13 23:19:55
The software are present for the  <a href="http://www.adisuperstarrebajas.com/adidas-superstar-supercolor.html">adidas supercolor colombia</a> different operating systems and have the  <a href="http://www.adisuperstarrebajas.com/adidas-springblade.html">adidas springblade colombia</a> high scanning feature. You can sell it online or perhaps you can sell it to a shop. They can also buy at their most convenient time.You will be aided in business promotions if you showcase pet supplies in a unique manner <a href="http://www.adisuperstarrebajas.com/">adidas superstar rebajas</a> .Sure
引用 删除 shekplos2g   /   2018-02-13 20:29:41
You’ll be pleasantly surprised wit <a href="http://www.cheapnflchinajerseyswholesale.us.com/">Cheap NFL Jerseys</a> h new ideas about durable k <a href="http://www.cheapnflchinajerseyswholesale.us.com/">Wholesale NFL Jerseys</a> itchen worktop.Is That All?If that were all,Cheap NFL Jerseys, this article would be pointless. Underground larvae feed on worms and slugs by injecting them with a numbing <a href="http://www.cheapnflchinajerseyswholesale.us.com/">Cheap Nike NFL Jerseys China Wholesale</a>  fluid. Sure, but also consider searching for keywords related to yo
引用 删除 shekplos2g   /   2018-02-13 12:01:51
Remembering the joy they were to vi <a href="http://www.wholesalecheapnflsportsjerseys.com/">Cheap Soccer Jerseys</a> ew in earlier years,Cheap Soccer Jerseys, many of us decid <a href="http://www.wholesalecheapnflsportsjerseys.com/">Cheap Hockey Jerseys</a> ed to hike to the field. Set up uniforms, lunches, and so on . Target your audience precisely,Cheap Hockey Jerseys, perfect the call to action and make it as easy as possible for people to plug in  <a href="http://www.wholesalecheapnflsportsjerseys.com/">Wholesale Basketball Jerseys</a> to your of
引用 删除 mynamikw9x   /   2018-02-13 11:57:16
There are so many companies out th <a href="http://www.cheapshoxuksale.com/nike-shox-gravity-men-s-black-green-running-shoes.html">Nike Shox Gravity Men's Black Green Running Shoes</a> ere on the market that sometimes c <a href="http://www.cheapshoxuksale.com/">nike shox clearance</a> hoosing the best one for you and your company can be somewhat of a nightmare. For any athlete or bodybuilder excellent consideration with the merchandise has to be needed so as to help maximise your training and nutritional ambitio <a href="http://www.cheapshoxuksale.com/nike-shox-oz-d-men-s-shoes-all-white.html">Nike Shox OZ D Men's Shoes All White</a> n
引用 删除 shekplos7p   /   2018-02-13 10:27:16
Player to  <a href="http://www.cheapwholesalenflauthenticjerseys.us.com/">Cheap Jerseys Free Shipping</a> watch: Corcoran (10 goals)Prob <a href="http://www.cheapwholesalenflauthenticjerseys.us.com/">Wholesale Jerseys China</a> able line-ups: 1 Supple, 6 Byrne, 18 Morris, 20 O'Hora, 2 Pender, 15 Brennan, 14 Kavanagh, 21 Poynton, 16 Sule, 10 Ward and 9 Corcoran.Baby foodEvery moth <a href="http://www.cheapwholesalenflauthenticjerseys.us.com/">Wholesale NFL Jerseys</a> er should take care of the baby food. Cheap Jerseys Free Shipping Use of multiple technological mediums is
引用 删除 mynamikw9x   /   2018-02-13 10:25:50
This will depend largel <a href="http://www.airforce1soldes.fr/puma-creepers-rihanna/rihanna-creeper-marron.html">puma rihanna creepers marron</a> y on how well you protect them in storage as has been illustra <a href="http://www.airforce1soldes.fr/nike-air-force-one-07/air-force-1-07-noir.html">nike air force 1 07 noir</a> ted above.Reputation of company  you can gather information on the reputation of companies from various sources including: word of mouth and via the internet. One is then expected to look into various appealing fee <a href="http://www.airforce1soldes.fr/nike-air-force-one-basse/air-force-1-low-blanche.html">nike air force 1 basse blanche femme</a>
 

评分:0

我来说两句

显示全部

:loveliness: :handshake :victory: :funk: :time: :kiss: :call: :hug: :lol :'( :Q :L ;P :$ :P :o :@ :D :( :)

日历

« 2018-02-22  
    123
45678910
11121314151617
18192021222324
25262728   

数据统计

  • 访问量: 121142
  • 日志数: 920
  • 建立时间: 2007-08-16
  • 更新时间: 2013-08-15

RSS订阅

Open Toolbar