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人民币升值仍然是支持房地产板块走强的宏观催化剂,而行业整合的“强者恒强”,北京奥运和天津滨海新区开发带来的“奥运滨海”机会,将是明年房地产板块的两大投资主题。
Renminbi appreciation is still a macro catalyst to support the strengthening of the real estate sector. However, “strongholds of the strong” in the industry consolidation, “Olympic Marina” opportunities brought by the Beijing Olympic Games and Tianjin Binhai New Area will be the two major investment themes for the real estate sector next year.