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这是继2007年“地王频现”后,新一轮的拿地高潮。4月底,杭州上城投经46轮竞价竞得上城区南山路一地块,楼面价4.6万元/平方米,再次刷新单价地王纪录。5月,富力以240%溢价率拿下北京广渠路10号地。不仅北京、深圳等一线城市经营性地块交易火爆,没有流拍现象,武汉、宁波等二线城市也“地王”频出,地块大幅溢价成交。新“地王”频现,人们彷佛回到楼价、地价疯狂互动的2007年。新一轮的拿地潮,原因是多方面的。但是,在土地市场“繁荣”背后,依旧隐藏着逾10亿平方米的土地库存,楼市冷暖的重要指标——房地产投资和新开工项目数据仍低迷。在全国乃至全球宏观经济均无太大起色的情况下,最近土地市场在天量信贷刺激下的繁荣并非正常现象,有产生新一轮土地泡沫的可能。而高地价无疑是把双刃剑,为催生楼市泡沫的同时,也会抑制市场需求,地价上涨毫无疑问会推高房价,这与政府希望稳定房价的初衷有所背离。必须清醒地认识到,目前的房地产市场并没有充分的理由证明可以恢复到2007年高峰期的那种水平,自住型购房者是如此,投资型购房者也是如此,房价是如此,地价也是如此。而只有房地产的整体市场繁荣了,土地市场的繁荣才能算作真正的繁荣。这种真正的土地市场的高潮期将出现在两三年后。因此,开发商拿地前经过充分市场调查制定了一条不可跨越的价格红线,是必要的。历史不能迈进同一条河流。
This is the second round in 2007 after the “king is frequent”, the new round of orgasm. By the end of April, Hangzhou City voted through the 46 rounds of bidding on the Nanshan Road, a city block, floor price of 46,000 yuan / square meter, once again refresh the unit price to Wang records. In May, R & F won the Beijing Guangqu Road No. 10 with a premium of 240%. Not only are the first-tier cities such as Beijing and Shenzhen traded hot, there is no phenomenon of flowering. Second-tier cities such as Wuhan and Ningbo are also frequently freed up by land lots, and the land is sold at a substantial premium. New “king” frequently, people seem to be back to the property prices, crazy interaction of land prices in 2007. The new round of tide to take place, for many reasons. However, behind the land market “prosperity ”, there is still hidden more than 1 billion square meters of land inventory, the property market, an important indicator of well-being - real estate investment and new construction project data is still in the doldrums. In the absence of any significant improvement in macroeconomic conditions across the country and the world at large, the recent boom in the land market under the stimulation of the daily supply of credit is not a normal phenomenon, with the possibility of creating a new round of land bubbles. The high land price is undoubtedly a double-edged sword, in order to spur the property market bubble, it will also curb market demand. Land premiums will undoubtedly push prices higher, which is contrary to the government’s intention of stabilizing housing prices. It is important to realize clearly that the current real estate market does not have sufficient justification for the return to the peak levels of 2007, as is the case for homebuyers, and for homebuyers as well as land prices . And only if the overall real estate market is prosperous, the prosperity of the land market can be counted as real prosperity. The climax of this real land market will occur in two or three years. Therefore, it is necessary for developers to develop an insurmountable price red line before taking the market through full market research. History can not move into the same river.