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央企拿地本无错,但在2012年这个特殊年份里,总能在话题上平添几多敏感。尽管如此,2010年3月国资委下达“78家非房地产主业央企退房令”作为政策到现在似乎执行得并不尽人意。尽管2012上市房企半年报显示,多数企业库存压力大,资产负债率也相当高,但是有意思的是,不少大型房企在下半年仍然积极拿地。万科公布的半年报中透露,手持470亿元的万科仍将采取补充土地储备的策略,并于7月底起开始积极拿地;保利、中海等也至少斥资130亿元在全国市场上拿地;恒大、招商、龙湖等在市场上也频频出手。其中不乏央企或国企。
Central enterprises take this right, but in 2012 this particular year, always added to the topic how much sensitivity. However, in March 2010, the SASAC issued “78 non-major real estate central enterprises check-out order,” as a policy now seems to be implemented less than satisfactory. Although the semi-annual report of the listed property prices in 2012 shows that most enterprises have great pressure on their stockpiles and a high debt-to-asset ratio, it is interesting to note that many large-scale housing enterprises are still actively taking the land in the second half of the year. Vanke released semi-annual report revealed that holding 47 billion yuan of Vanke will continue to take the strategy of land reserve replenishment, and from the beginning of the end of July to actively take place; Poly, China Shipping, also spend at least 13 billion yuan in the national market; Evergrande, China Merchants, Longhu, also frequently shot in the market. Many of them are state-owned or state-owned enterprises.