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王石与潘石屹。这两位地产界的重量级人物,眼下已成为“拐点论”与“无拐论”的双方代表。从去年底到现在,潘石屹依然没有改变自己“无拐点”的论调,坚信发展的主导力量并未改变;而王石的“拐点论”一经发出,更是跟进了万科一系列的实际行动验证。正所谓仁智两见。但有一点毋容置疑,倘若房价拐点迹象日益明显,那些先顺势而为者一定是受益者。毕竟,房地产的暴利时代已经过去,开发商应该走出暴利习惯下的思维定式。中央调控房价的政策是非常明确的。在房价远远超出民众实际购买力水平的情况下,在有效供应增加而实际购买力下降的情况下,开发商逆势而为只会引来更严厉的调控措施,多米诺效应很可能在内外力交加下出现,而那时受损最大的必然是后知后觉者。
Wang Shi and Pan Shiyi. The two real estate heavyweights nowadays have become representatives of both the “turning point theory” and the “no turning theory.” From the end of last year to the present, Pan Shiyi still has not changed his argument of “no inflection point” and firmly believes that the dominant force of development has not changed. However, once Wang Shi’s “turning point theory” has been issued, it has even followed up a series of Vanke Actual action verification. The so-called wisdom and opinion. However, there is no doubt that if the sign of inflection point is becoming more obvious, those who take the lead should be the beneficiaries. After all, the era of profiteering real estate has passed, developers should go out of mindset under the profiteering habits. The central policy of price control is very clear. In the case that house prices far exceed the actual purchasing power of the people, with the increase of effective supply and the decrease of actual purchasing power, the contrarian developers will only lead to more stringent control measures. The domino effect is likely to be exacerbated by internal and external forces Appeared, but then the greatest damage is inevitable after the knowledge of the hunch.