乐水嘉州 发表于 2007-11-25 21:55

[转贴]牛刀:珠三角楼盘降价销售将引发一线城市楼市雪崩

<P class=MsoNormal style="TEXT-INDENT: 30pt; LINE-HEIGHT: 150%; mso-char-indent-count: 2.0"><SPAN style="FONT-SIZE: 15pt; COLOR: red; LINE-HEIGHT: 150%; FONT-FAMILY: 黑体">牛刀:珠三角楼盘降价销售将引发一线城市楼市雪崩<SPAN lang=EN-US XML:LANG="EN-US"> </SPAN></SPAN></P><P class=MsoNormal style="TEXT-INDENT: 30pt; LINE-HEIGHT: 150%; mso-char-indent-count: 2.0"><SPAN style="FONT-SIZE: 15pt; COLOR: red; LINE-HEIGHT: 150%; FONT-FAMILY: 黑体"><SPAN lang=EN-US XML:LANG="EN-US"></SPAN></SPAN><FONT size=4><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">没有任何理由可以解释,继深圳之后,广州房产开始大规模降价抛售。广州日报报道说:上周末,金沙洲又一大型楼盘开盘,该盘</SPAN><SPAN lang=EN-US XML:LANG="EN-US">“</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">十一”对外报价</SPAN><SPAN lang=EN-US XML:LANG="EN-US">12000</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">均价,部分单位甚至会到</SPAN><SPAN lang=EN-US XML:LANG="EN-US">15000</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">,但正式开售时,</SPAN><SPAN lang=EN-US XML:LANG="EN-US">“</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">最新内部消息是</SPAN><SPAN lang=EN-US XML:LANG="EN-US">8000</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">均价,路边部分两房卖</SPAN><SPAN lang=EN-US XML:LANG="EN-US">7500</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">左右,好点的</SPAN><SPAN lang=EN-US XML:LANG="EN-US">9000</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">左右,送装修,送空调。这个价格差不多是成本价,比较这块昔日地王,楼面价都已经</SPAN><SPAN lang=EN-US XML:LANG="EN-US">4500</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">左右,包括最低的建安成本</SPAN><SPAN lang=EN-US XML:LANG="EN-US">3500</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">,成本都去到</SPAN><SPAN lang=EN-US XML:LANG="EN-US">8000</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">左右。代理公司的朋友都大呼发展商疯啦。</SPAN><SPAN lang=EN-US XML:LANG="EN-US">”</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">记者查询资料显示,该楼盘所在地</SPAN><SPAN lang=EN-US XML:LANG="EN-US">2006</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">年</SPAN><SPAN lang=EN-US XML:LANG="EN-US">9</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">月拍出时的楼面地价是</SPAN><SPAN lang=EN-US XML:LANG="EN-US">4033</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">元</SPAN><SPAN lang=EN-US XML:LANG="EN-US">/m2</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">,是当时的地王。</SPAN></FONT></P><P class=MsoNormal style="TEXT-INDENT: 30pt; LINE-HEIGHT: 150%; mso-char-indent-count: 2.0"><FONT size=4><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman"></SPAN></FONT><FONT size=4><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">新快报报道说:</SPAN><SPAN lang=EN-US XML:LANG="EN-US">10</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">月底,为了应对房贷新政出台带来的影响,广州两大地产集团恒大地产和富力地产旗下楼盘率先推出了买楼送一成首期的九折促销,一套单位打折下来,最高优惠达</SPAN><SPAN lang=EN-US XML:LANG="EN-US">40</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">万元。广州</SPAN><SPAN lang=EN-US XML:LANG="EN-US">“</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">打折风</SPAN><SPAN lang=EN-US XML:LANG="EN-US">”</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">自此吹起。接着,多个地产巨头推出特惠单位进行促销,如</SPAN><SPAN lang=EN-US XML:LANG="EN-US">“</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">惠民购房大行动</SPAN><SPAN lang=EN-US XML:LANG="EN-US">”</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">,</SPAN><SPAN lang=EN-US XML:LANG="EN-US">“</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">现楼购房节,最高优惠</SPAN><SPAN lang=EN-US XML:LANG="EN-US">13</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">万元</SPAN><SPAN lang=EN-US XML:LANG="EN-US">/</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">套</SPAN><SPAN lang=EN-US XML:LANG="EN-US">”</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">等等。而雅居乐集团也藉着周年庆推出回馈活动,活动期间旧业主再买楼以及新业主介绍买楼都可获额外</SPAN><SPAN lang=EN-US XML:LANG="EN-US">9.8</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">折。在这些大开发商带头打折的推波助澜下,越来越多开发商顶不住压力,纷纷加入打折促销行列,而促销的招数更层出不穷。如海珠区楼盘玫瑰园推出买三房单位送车位的促销手法,市中心某楼盘更有</SPAN><SPAN lang=EN-US XML:LANG="EN-US">Sales</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">表示买楼价格可以面议。在楼市淡静期,开发商们只能想尽办法卖楼。</SPAN></FONT></P><P class=MsoNormal style="TEXT-INDENT: 30pt; LINE-HEIGHT: 150%; mso-char-indent-count: 2.0"><FONT size=4><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman"></SPAN></FONT><FONT size=4><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">在深圳的三级市场,受中天置业倒闭的影响,挂牌价普遍走低,个别炒作过度的豪宅降价幅度达</SPAN><SPAN lang=EN-US XML:LANG="EN-US">40%</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">左右。地产剑客深海油鱼发帖说:有直降</SPAN><SPAN lang=EN-US XML:LANG="EN-US">30</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">万,从</SPAN><SPAN lang=EN-US XML:LANG="EN-US">1.8</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">万降到</SPAN><SPAN lang=EN-US XML:LANG="EN-US">1.5</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">万的,也有只降了一两千的。不过大多一个结局:挂出好多天了还是无人问津。而且我相信卖家如果跟卖家接触的话,价格肯定还有商量的空间。居然有中信红树湾,波托非诺的房子都降价挂出来了。不过跟其他大多数房子一样,应者无几。只有中介每天在那里费力的顶帖。原以为中大炒家能应对目前的压力。但目前看来,有部分中大炒家也挺不住了。有一点挺搞笑的,卖家们提出各种理由来解释降价急售的原因:有要出国的,有需要资金周转做生意的,有离婚的,又要离开深圳回家发展的。还有一个是因为跟老婆炒家心情非常不好才要卖房的!</SPAN> <SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">唉,看来大家的日子都不好过啊!</SPAN></FONT></P><P class=MsoNormal style="TEXT-INDENT: 30pt; LINE-HEIGHT: 150%; mso-char-indent-count: 2.0"><FONT size=4><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman"></SPAN></FONT><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman"><FONT size=4>不过,业内人士指出:三级市场成交还没有放大,一方面说明部分炒家还在坚守,信心还没有崩溃;另一方面说明降价的幅度还没有达到市场的预期。但也有的业内人士说:炒家之所以还在坚守,有一个很重要的原因,那就是期待明年元月一日房贷重开将给市场带来利好。</FONT></SPAN></P><P class=MsoNormal style="TEXT-INDENT: 21pt; LINE-HEIGHT: 150%; mso-char-indent-count: 2.0"><FONT size=4><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">不管是利空也好利多也罢,珠三角两大一线城市的楼市现象,正是楼市泡沫破灭前的征兆。这种成交下滑,价格走低的现象正在影响着其他一线城市。而在上海,北京初期特征已经非常鲜明,有价无市越演越烈是特征之一,投资者信心受挫是特征之二,越降价越没人买是特征之三。就上海而言,原先每天</SPAN><SPAN lang=EN-US XML:LANG="EN-US">1100</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">套左右的成交滑落到</SPAN><SPAN lang=EN-US XML:LANG="EN-US">700</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">套左右,而且还有进一步下滑的空间,许多媒体的地产广告在</SPAN><SPAN lang=EN-US XML:LANG="EN-US">11</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">月份达到了全年的高潮,预计</SPAN><SPAN lang=EN-US XML:LANG="EN-US">12</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">月份增幅更大,媒体人士戏称:地产广告的第二春来了。</SPAN></FONT></P><P class=MsoNormal style="TEXT-INDENT: 21pt; LINE-HEIGHT: 150%; mso-char-indent-count: 2.0"><FONT size=4><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">尽管猛打广告,但销售依然清淡,无形中验证了那句俚语:广告不是万能的,但不打广告是万万不能的。发展商开始尝到了楼市炒作过度投机过重的苦果,但想扭转这个局面已经不可能了。一个市场的法则如果遭到人为地破坏,恢复起来是要时间的。温大哥昨天在新加坡指出:首先,政府的职责最重要的是要搞好廉租房,让那些买不起房或者进城打工的农民工能够租得起房、住得上房。为此,中国政府今年将安排</SPAN><SPAN lang=EN-US XML:LANG="EN-US">49</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">亿元用于廉租房建设,再加上地方财政,投入将达到几百亿。他说,明年我们将加大廉租房建设的力度。其次,是建设经济适用房。他说,经济适用房大多数是面向中产阶级的,他们中有许多工资也不是很高。在中国,经济适用房户均面积</SPAN><SPAN lang=EN-US XML:LANG="EN-US">90</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">平方米是比较适当的,因为中国人多地少,</SPAN><SPAN lang=EN-US XML:LANG="EN-US">“</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">对廉租房和经济适用房,政府应提供和保障土地的需要,当然</SPAN><SPAN lang=EN-US XML:LANG="EN-US">(</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">这些</SPAN><SPAN lang=EN-US XML:LANG="EN-US">)</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">土地也要节约和集约使用</SPAN><SPAN lang=EN-US XML:LANG="EN-US">”</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">。他说,对于高档住房,主要靠市场调节,</SPAN><SPAN lang=EN-US XML:LANG="EN-US">“</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">但是也必须有国家的宏观调控,防止利用房地产进行炒作造成市场混乱</SPAN><SPAN lang=EN-US XML:LANG="EN-US">”</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">。温家宝指出,要让全国人民懂得中国的国情,中国是有</SPAN><SPAN lang=EN-US XML:LANG="EN-US">13</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">亿人口的国家,要守住</SPAN><SPAN lang=EN-US XML:LANG="EN-US">18</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">亿亩耕地的</SPAN><SPAN lang=EN-US XML:LANG="EN-US">“</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">红线</SPAN><SPAN lang=EN-US XML:LANG="EN-US">”</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">才能养活中国人。中国每年新生人口要超过</SPAN><SPAN lang=EN-US XML:LANG="EN-US">1000</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">万,每年由农村进入城市需要解决住房的进城人员达到</SPAN><SPAN lang=EN-US XML:LANG="EN-US">1800</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">万,还有</SPAN><SPAN lang=EN-US XML:LANG="EN-US">2100</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman">万流动农民工,也需要居住条件。所有这些问题,政府都要统筹兼顾。</SPAN></FONT></P><P class=MsoNormal style="TEXT-INDENT: 21pt; LINE-HEIGHT: 150%; mso-char-indent-count: 2.0"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman"><FONT size=4>由此可以看出,政府正在力图扭转中国房地产的发展方向,改以商品住宅为主为以民生住宅为主。世界公认,新加坡是住宅民生化的成功范例,温大哥在新加坡讲这番话显然是有寓意的。一个正真的开发商肯定是要和着政府的节拍,跟着政府的方向往前走的,因为这是未来至少五年中国房地产不可逆转的方向。那么,再来看看眼前的楼市,出现大规模降价销售的局面,也就不难理解了。</FONT></SPAN></P><P class=MsoNormal style="TEXT-INDENT: 21pt; LINE-HEIGHT: 150%; mso-char-indent-count: 2.0"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Times New Roman; mso-hansi-font-family: Times New Roman"><FONT size=4>其实,我觉得不必等到明年房贷重开,一线城市唯有自觉剔除泡沫,才有挽救雪崩于即倒的可能。万科,中海,招商等大的发展商正在带头,相信示范效应很快出现。</FONT></SPAN></P><P class=MsoNormal style="TEXT-INDENT: 21pt; LINE-HEIGHT: 150%; mso-char-indent-count: 2.0"><SPAN lang=EN-US XML:LANG="EN-US"><FONT size=4></FONT></SPAN>&nbsp;</P>
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查看完整版本: [转贴]牛刀:珠三角楼盘降价销售将引发一线城市楼市雪崩