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土地交易市场正沉浸在集体亢奋的氛围中。中海70亿的09新地王仅保持了20天,即被绿地刷新。这还远不是终点,广州亚运城项目整体打包底价为165亿,上海黄浦外滩8-1商业地块起价90亿……天价地王,已屡见不鲜了。让人费解的是,尽管排名前十的上市公司年报的土地储备量已过3亿平方米,但企业仍发出“缺地”的声音。从局部来看,企业拿地有着维系持续发展的合理性,也显示出企业对市场发展前景的信心。然而,这一切貌似合理的动机,却暗藏着不少隐忧。若宏观经济再次走向低谷、若囤地成为一种全局效应推升资产泡沫进而威胁经济平稳、引发政策针筒,那么泡沫的破灭,受创的将是所有游戏参与者。
The land exchange market is immersed in a collective atmosphere of excitement. 09 billion in the sea, the new king of the earth for only 20 days, that is green refresh. This is far from the end, Guangzhou Asian Games City, the overall package reserve price of 16.5 billion, Shanghai Huangpu Bund 8-1 commercial land from 9 billion ... ... sky-high price, has been uncommon. It is puzzling is that although the top ten listed companies annual reserve of land has 300 million square meters of land, but the business still issued a “lack of land” voice. From a local point of view, companies take to maintain the rationality of sustainable development, but also shows the business confidence in the market prospects. However, all this seemingly reasonable motive, but hidden a lot of hidden worries. If the macroeconomy is once again going down, if the hoarding becomes a kind of global effect to push asset bubbles and thus the economy stable, triggering policy measures, then the collapse of the bubble will be hit by all game participants.