光大地产A+H样本库动态跟踪报告：深圳打击哄抬房价 广州三区放松限购

　　_blank class=infotextkey>get=_blank class=infotextkey>市场_blank class=infotextkey>get=_blank class=infotextkey>行情：本期申_blank class=infotextkey>get=_blank class=infotextkey>万_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产+4.41%，_blank class=infotextkey>恒生内_blank class=infotextkey>get=_blank class=infotextkey>地_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产+0._blank class=infotextkey>get=_blank class=infotextkey>99%

    本期申_blank class=infotextkey>get=_blank class=infotextkey>万_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产+4.41%，_blank class=infotextkey>get=_blank class=infotextkey>跑赢沪_blank class=infotextkey>get=_blank class=infotextkey>深_blank class=infotextkey>300 _blank class=infotextkey>get=_blank class=infotextkey>指数_blank class=infotextkey>3.18pc，_blank class=infotextkey>get=_blank class=infotextkey>跑赢_blank class=infotextkey>get=_blank class=infotextkey>上证综指_blank class=infotextkey>3.16pc，在申_blank class=infotextkey>get=_blank class=infotextkey>万一级_blank class=infotextkey>get=_blank class=infotextkey>行业_blank class=infotextkey>get=_blank class=infotextkey>中_blank class=infotextkey>get=_blank class=infotextkey>排名_blank class=infotextkey>第_blank class=infotextkey>get=_blank class=infotextkey>2/_blank class=infotextkey>get=_blank class=infotextkey>28；_blank class=infotextkey>恒生_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>中国内_blank class=infotextkey>get=_blank class=infotextkey>地_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产+0._blank class=infotextkey>get=_blank class=infotextkey>99%，_blank class=infotextkey>get=_blank class=infotextkey>跑赢_blank class=infotextkey>恒生_blank class=infotextkey>get=_blank class=infotextkey>指数0._blank class=infotextkey>3_blank class=infotextkey>3pc，_blank class=infotextkey>get=_blank class=infotextkey>跑输_blank class=infotextkey>恒生_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产_blank class=infotextkey>get=_blank class=infotextkey>建筑0._blank class=infotextkey>08pc，在_blank class=infotextkey>恒生一级_blank class=infotextkey>get=_blank class=infotextkey>行业_blank class=infotextkey>get=_blank class=infotextkey>中_blank class=infotextkey>get=_blank class=infotextkey>排名_blank class=infotextkey>第6/_blank class=infotextkey>get=_blank class=infotextkey>1_blank class=infotextkey>3。沪（_blank class=infotextkey>get=_blank class=infotextkey>深）股通持股_blank class=infotextkey>比例_blank class=infotextkey>get=_blank class=infotextkey>提升前五(pc)：华发(+0.91）、_blank class=infotextkey>get=_blank class=infotextkey>泰禾(+0.59)、.fan_blank class=infotextkey>g558.com/_blank class=infotextkey>guan_blank class=infotextkey>gmin_blank class=infotextkey>g/ tar_blank class=infotextkey>get=_blank class=infotextkey>光明(+0._blank class=infotextkey>get=_blank class=infotextkey>25）、_blank class=infotextkey>get=_blank class=infotextkey>滨江(+0._blank class=infotextkey>get=_blank class=infotextkey>21）、_blank class=infotextkey>get=_blank class=infotextkey>上实(+0.18）；港股通持股_blank class=infotextkey>比例_blank class=infotextkey>get=_blank class=infotextkey>提升前五(%)：_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>时_blank class=infotextkey>get=_blank class=infotextkey>代_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>中国(+0._blank class=infotextkey>3_blank class=infotextkey>3)、_blank class=infotextkey>get=_blank class=infotextkey>美的(+0._blank class=infotextkey>get=_blank class=infotextkey>2_blank class=infotextkey>3)、宝_blank class=infotextkey>get=_blank class=infotextkey>龙(+0.16)、融创(+0.14)、_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>万科(+0._blank class=infotextkey>get=_blank class=infotextkey>1_blank class=infotextkey>3)。

    　　_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>楼市_blank class=infotextkey>get=_blank class=infotextkey>销售：49 城_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>商品_blank class=infotextkey>get=_blank class=infotextkey>房_blank class=infotextkey>get=_blank class=infotextkey>成交_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>面积_blank class=infotextkey>get=_blank class=infotextkey>累计+_blank class=infotextkey>11.9%，18 城_blank class=infotextkey>二手_blank class=infotextkey>get=_blank class=infotextkey>累计+1_blank class=infotextkey>get=_blank class=infotextkey>2.4%

    _blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>商品_blank class=infotextkey>get=_blank class=infotextkey>房_blank class=infotextkey>get=_blank class=infotextkey>成交_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>面积：1）_blank class=infotextkey>get=_blank class=infotextkey>环比：49 城_blank class=infotextkey>get=_blank class=infotextkey>环比+5.1%（_blank class=infotextkey>get=_blank class=infotextkey>一线+_blank class=infotextkey>get=_blank class=infotextkey>2_blank class=infotextkey>get=_blank class=infotextkey>2.5%，_blank class=infotextkey>get=_blank class=infotextkey>二线+_blank class=infotextkey>get=_blank class=infotextkey>2.1%，_blank class=infotextkey>get=_blank class=infotextkey>三四线+_blank class=infotextkey>3._blank class=infotextkey>3%，_blank class=infotextkey>get=_blank class=infotextkey>长三角+17.4%，_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>大湾区+_blank class=infotextkey>get=_blank class=infotextkey>24.0%，_blank class=infotextkey>get=_blank class=infotextkey>中_blank class=infotextkey>部_blank class=infotextkey>3._blank class=infotextkey>3%）；_blank class=infotextkey>get=_blank class=infotextkey>2）年初_blank class=infotextkey>get=_blank class=infotextkey>累计：49 城_blank class=infotextkey>get=_blank class=infotextkey>累计同比+_blank class=infotextkey>11.9%（_blank class=infotextkey>get=_blank class=infotextkey>一线+8.8%，_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>部队统建_blank class=infotextkey>get=_blank class=infotextkey>房分给_blank class=infotextkey>get=_blank class=infotextkey>哪些_blank class=infotextkey>get=_blank class=infotextkey>人，_blank class=infotextkey>get=_blank class=infotextkey>二线+19.1%，_blank class=infotextkey>get=_blank class=infotextkey>三四线+5.6%，_blank class=infotextkey>get=_blank class=infotextkey>长三角0.1%，_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>大湾区+6._blank class=infotextkey>get=_blank class=infotextkey>2%，_blank class=infotextkey>get=_blank class=infotextkey>中_blank class=infotextkey>部+1_blank class=infotextkey>get=_blank class=infotextkey>2.1%）。

    　　.fan_blank class=infotextkey>g558.com/esf/ tar_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>二手_blank class=infotextkey>get=_blank class=infotextkey>房_blank class=infotextkey>get=_blank class=infotextkey>成交_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>面积：1）_blank class=infotextkey>get=_blank class=infotextkey>环比：18 城.fan_blank class=infotextkey>g558.com/esf/ tar_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>二手_blank class=infotextkey>get=_blank class=infotextkey>房_blank class=infotextkey>get=_blank class=infotextkey>成交_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>面积_blank class=infotextkey>get=_blank class=infotextkey>环比+1_blank class=infotextkey>get=_blank class=infotextkey>2.6%（_blank class=infotextkey>get=_blank class=infotextkey>一线+_blank class=infotextkey>get=_blank class=infotextkey>2.5%，_blank class=infotextkey>get=_blank class=infotextkey>二线+17._blank class=infotextkey>3%，_blank class=infotextkey>get=_blank class=infotextkey>三四线+_blank class=infotextkey>get=_blank class=infotextkey>1_blank class=infotextkey>3.4%，_blank class=infotextkey>get=_blank class=infotextkey>长三角+_blank class=infotextkey>get=_blank class=infotextkey>24._blank class=infotextkey>3%，_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>大湾区+_blank class=infotextkey>get=_blank class=infotextkey>1_blank class=infotextkey>3.9%）；_blank class=infotextkey>get=_blank class=infotextkey>2）年初_blank class=infotextkey>get=_blank class=infotextkey>累计：18 城_blank class=infotextkey>get=_blank class=infotextkey>累计_blank class=infotextkey>get=_blank class=infotextkey>成交_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>面积同比+1_blank class=infotextkey>get=_blank class=infotextkey>2.4%（_blank class=infotextkey>get=_blank class=infotextkey>一线0.4%，_blank class=infotextkey>get=_blank class=infotextkey>二线+_blank class=infotextkey>get=_blank class=infotextkey>21.8%，_blank class=infotextkey>get=_blank class=infotextkey>三四线+_blank class=infotextkey>3.6%，_blank class=infotextkey>get=_blank class=infotextkey>长三角+1_blank class=infotextkey>get=_blank class=infotextkey>2.5%，_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>大湾区+8.5%）。

    　　_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>商品_blank class=infotextkey>get=_blank class=infotextkey>房去化周期：14 城本期末去化周期1_blank class=infotextkey>get=_blank class=infotextkey>2.9_blank class=infotextkey>get=_blank class=infotextkey>2 月（_blank class=infotextkey>get=_blank class=infotextkey>一线1_blank class=infotextkey>get=_blank class=infotextkey>2.9_blank class=infotextkey>get=_blank class=infotextkey>2 月，_blank class=infotextkey>get=_blank class=infotextkey>二线_blank class=infotextkey>11.79 月，_blank class=infotextkey>get=_blank class=infotextkey>三四线16.6_blank class=infotextkey>3 月），较_blank class=infotextkey>get=_blank class=infotextkey>上周+0.1_blank class=infotextkey>get=_blank class=infotextkey>2 月（_blank class=infotextkey>get=_blank class=infotextkey>一线0.19 月，_blank class=infotextkey>get=_blank class=infotextkey>二线+0.0_blank class=infotextkey>get=_blank class=infotextkey>7月，_blank class=infotextkey>get=_blank class=infotextkey>三四线+1._blank class=infotextkey>11 月）。

    　　_blank class=infotextkey>get=_blank class=infotextkey>土_blank class=infotextkey>get=_blank class=infotextkey>地_blank class=infotextkey>get=_blank class=infotextkey>成交：百城_blank class=infotextkey>get=_blank class=infotextkey>土_blank class=infotextkey>get=_blank class=infotextkey>地_blank class=infotextkey>get=_blank class=infotextkey>累计_blank class=infotextkey>get=_blank class=infotextkey>成交_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>面积4.7%，本期_blank class=infotextkey>get=_blank class=infotextkey>环比_blank class=infotextkey>get=_blank class=infotextkey>27.6%

    1）_blank class=infotextkey>get=_blank class=infotextkey>环比：_blank class=infotextkey>get=_blank class=infotextkey>100 城_blank class=infotextkey>get=_blank class=infotextkey>土_blank class=infotextkey>get=_blank class=infotextkey>地_blank class=infotextkey>get=_blank class=infotextkey>成交_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>面积_blank class=infotextkey>get=_blank class=infotextkey>环比_blank class=infotextkey>get=_blank class=infotextkey>27.6%（_blank class=infotextkey>get=_blank class=infotextkey>一线_blank class=infotextkey>get=_blank class=infotextkey>25.8%，_blank class=infotextkey>get=_blank class=infotextkey>二线_blank class=infotextkey>get=_blank class=infotextkey>10.9%，_blank class=infotextkey>get=_blank class=infotextkey>三四线_blank class=infotextkey>38.8%）；_blank class=infotextkey>get=_blank class=infotextkey>成交_blank class=infotextkey>get=_blank class=infotextkey>总价_blank class=infotextkey>get=_blank class=infotextkey>环比18.1%（_blank class=infotextkey>get=_blank class=infotextkey>一线+4._blank class=infotextkey>3%，_blank class=infotextkey>get=_blank class=infotextkey>二线+_blank class=infotextkey>get=_blank class=infotextkey>2.0%，_blank class=infotextkey>get=_blank class=infotextkey>三四线5_blank class=infotextkey>3.9%）；_blank class=infotextkey>get=_blank class=infotextkey>2）年初_blank class=infotextkey>get=_blank class=infotextkey>累计：_blank class=infotextkey>get=_blank class=infotextkey>100 城_blank class=infotextkey>get=_blank class=infotextkey>土_blank class=infotextkey>get=_blank class=infotextkey>地_blank class=infotextkey>get=_blank class=infotextkey>累计_blank class=infotextkey>get=_blank class=infotextkey>成交_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>面积同比4.7%（_blank class=infotextkey>get=_blank class=infotextkey>一线+_blank class=infotextkey>get=_blank class=infotextkey>20.0%；_blank class=infotextkey>get=_blank class=infotextkey>二线+0.6%，_blank class=infotextkey>get=_blank class=infotextkey>三四线_blank class=infotextkey>11._blank class=infotextkey>get=_blank class=infotextkey>2%）；_blank class=infotextkey>get=_blank class=infotextkey>累计_blank class=infotextkey>get=_blank class=infotextkey>成交_blank class=infotextkey>get=_blank class=infotextkey>总价同比+14.9%（_blank class=infotextkey>get=_blank class=infotextkey>一线+5._blank class=infotextkey>3%；_blank class=infotextkey>get=_blank class=infotextkey>二线+_blank class=infotextkey>get=_blank class=infotextkey>24.5%，_blank class=infotextkey>get=_blank class=infotextkey>广州_blank class=infotextkey>村委统建_blank class=infotextkey>get=_blank class=infotextkey>楼，_blank class=infotextkey>get=_blank class=infotextkey>三四线+6.4%）。

    　　_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>政策跟踪：_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>深圳打击哄抬_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>房价，_blank class=infotextkey>get=_blank class=infotextkey>广州三区_blank class=infotextkey>get=_blank class=infotextkey>放松_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>限购

    _blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>中央层_blank class=infotextkey>面：_blank class=infotextkey>get=_blank class=infotextkey>国务院：_blank class=infotextkey>get=_blank class=infotextkey>韩正：在_blank class=infotextkey>get=_blank class=infotextkey>国家_blank class=infotextkey>get=_blank class=infotextkey>发_blank class=infotextkey>get=_blank class=infotextkey>改委和_blank class=infotextkey>get=_blank class=infotextkey>住_blank class=infotextkey>get=_blank class=infotextkey>建_blank class=infotextkey>部_blank class=infotextkey>get=_blank class=infotextkey>召开座谈_blank class=infotextkey>get=_blank class=infotextkey>会，强调_blank class=infotextkey>get=_blank class=infotextkey>全_blank class=infotextkey>面_blank class=infotextkey>get=_blank class=infotextkey>做好_blank class=infotextkey>get=_blank class=infotextkey>“六稳_blank class=infotextkey>get=_blank class=infotextkey>”_blank class=infotextkey>get=_blank class=infotextkey>工作，_blank class=infotextkey>get=_blank class=infotextkey>保持_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>房_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产_blank class=infotextkey>get=_blank class=infotextkey>市场稳_blank class=infotextkey>定；_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地方层_blank class=infotextkey>面：_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>深圳、_blank class=infotextkey>get=_blank class=infotextkey>贵阳_blank class=infotextkey>get=_blank class=infotextkey>规范_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>房_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产_blank class=infotextkey>get=_blank class=infotextkey>市场秩序；_blank class=infotextkey>get=_blank class=infotextkey>广州：_blank class=infotextkey>get=_blank class=infotextkey>南沙、花都、梁埔三区_blank class=infotextkey>get=_blank class=infotextkey>放松_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>限购；_blank class=infotextkey>港澳_blank class=infotextkey>get=_blank class=infotextkey>人士凭_blank class=infotextkey>港澳_blank class=infotextkey>get=_blank class=infotextkey>身份证通行证_blank class=infotextkey>get=_blank class=infotextkey>可购_blank class=infotextkey>get=_blank class=infotextkey>首套_blank class=infotextkey>get=_blank class=infotextkey>房；_blank class=infotextkey>get=_blank class=infotextkey>海_blank class=infotextkey>get=_blank class=infotextkey>南：_blank class=infotextkey>get=_blank class=infotextkey>多措施_blank class=infotextkey>get=_blank class=infotextkey>推动_blank class=infotextkey>get=_blank class=infotextkey>农村_blank class=infotextkey>get=_blank class=infotextkey>土_blank class=infotextkey>get=_blank class=infotextkey>地_blank class=infotextkey>制度_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>改革_blank class=infotextkey>get=_blank class=infotextkey>试点；_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>粤港澳：_blank class=infotextkey>get=_blank class=infotextkey>建立_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>大湾区通关对接_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>合作机制。

    　　_blank class=infotextkey>get=_blank class=infotextkey>投资建议 ：低_blank class=infotextkey>get=_blank class=infotextkey>估值_blank class=infotextkey>get=_blank class=infotextkey>龙_blank class=infotextkey>get=_blank class=infotextkey>头_blank class=infotextkey>get=_blank class=infotextkey>具备防御_blank class=infotextkey>get=_blank class=infotextkey>价值，_blank class=infotextkey>get=_blank class=infotextkey>高股息在_blank class=infotextkey>get=_blank class=infotextkey>“_blank class=infotextkey>get=_blank class=infotextkey>资产荒_blank class=infotextkey>get=_blank class=infotextkey>”_blank class=infotextkey>get=_blank class=infotextkey>下_blank class=infotextkey>get=_blank class=infotextkey>具备_blank class=infotextkey>get=_blank class=infotextkey>吸引力

    在_blank class=infotextkey>get=_blank class=infotextkey>流动性_blank class=infotextkey>get=_blank class=infotextkey>宽松和_blank class=infotextkey>get=_blank class=infotextkey>“_blank class=infotextkey>get=_blank class=infotextkey>资产荒_blank class=infotextkey>get=_blank class=infotextkey>”的_blank class=infotextkey>get=_blank class=infotextkey>情况_blank class=infotextkey>get=_blank class=infotextkey>下，_blank class=infotextkey>get=_blank class=infotextkey>龙_blank class=infotextkey>get=_blank class=infotextkey>头_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>房企_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>收入端_blank class=infotextkey>get=_blank class=infotextkey>弹性确_blank class=infotextkey>定，业绩_blank class=infotextkey>get=_blank class=infotextkey>增速相对稳_blank class=infotextkey>定，_blank class=infotextkey>get=_blank class=infotextkey>估值具_blank class=infotextkey>get=_blank class=infotextkey>有较强防御性，股息率相对较_blank class=infotextkey>get=_blank class=infotextkey>高，对于考核周期较长的_blank class=infotextkey>get=_blank class=infotextkey>大_blank class=infotextkey>get=_blank class=infotextkey>资_blank class=infotextkey>get=_blank class=infotextkey>金_blank class=infotextkey>get=_blank class=infotextkey>具备_blank class=infotextkey>get=_blank class=infotextkey>配置_blank class=infotextkey>get=_blank class=infotextkey>吸引力。建议_blank class=infotextkey>关注_blank class=infotextkey>get=_blank class=infotextkey>现_blank class=infotextkey>get=_blank class=infotextkey>金_blank class=infotextkey>get=_blank class=infotextkey>流_blank class=infotextkey>get=_blank class=infotextkey>安_blank class=infotextkey>get=_blank class=infotextkey>全边际_blank class=infotextkey>get=_blank class=infotextkey>高，业绩确_blank class=infotextkey>定性较强，_blank class=infotextkey>get=_blank class=infotextkey>具备_blank class=infotextkey>get=_blank class=infotextkey>持续投_blank class=infotextkey>get=_blank class=infotextkey>融资_blank class=infotextkey>get=_blank class=infotextkey>优势的_blank class=infotextkey>get=_blank class=infotextkey>龙_blank class=infotextkey>get=_blank class=infotextkey>头，如A 股的招_blank class=infotextkey>get=_blank class=infotextkey>保_blank class=infotextkey>get=_blank class=infotextkey>万_blank class=infotextkey>get=_blank class=infotextkey>金和H 股的融创_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>中国和_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>中国_blank class=infotextkey>get=_blank class=infotextkey>金茂。_blank class=infotextkey>get=_blank class=infotextkey>同_blank class=infotextkey>时_blank class=infotextkey>get=_blank class=infotextkey>考虑到_blank class=infotextkey>get=_blank class=infotextkey>全球_blank class=infotextkey>get=_blank class=infotextkey>流动性_blank class=infotextkey>get=_blank class=infotextkey>宽松和无_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>风险_blank class=infotextkey>get=_blank class=infotextkey>利率缓步_blank class=infotextkey>get=_blank class=infotextkey>下行_blank class=infotextkey>get=_blank class=infotextkey>有利于_blank class=infotextkey>get=_blank class=infotextkey>存量_blank class=infotextkey>get=_blank class=infotextkey>物业_blank class=infotextkey>get=_blank class=infotextkey>价值_blank class=infotextkey>get=_blank class=infotextkey>重估，建议_blank class=infotextkey>关注陆家嘴和_blank class=infotextkey>get=_blank class=infotextkey>华润置_blank class=infotextkey>get=_blank class=infotextkey>地。

    　　_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>风险_blank class=infotextkey>get=_blank class=infotextkey>分析

    　　_blank class=infotextkey>get=_blank class=infotextkey>国内_blank class=infotextkey>get=_blank class=infotextkey>经_blank class=infotextkey>济_blank class=infotextkey>get=_blank class=infotextkey>增速放缓和失业率_blank class=infotextkey>get=_blank class=infotextkey>提升或_blank class=infotextkey>get=_blank class=infotextkey>影响_blank class=infotextkey>get=_blank class=infotextkey>居民结构性_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>信用扩及_blank class=infotextkey>get=_blank class=infotextkey>按揭_blank class=infotextkey>get=_blank class=infotextkey>贷款偿还； 年_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>房企还债_blank class=infotextkey>get=_blank class=infotextkey>高峰，_blank class=infotextkey>部分_blank class=infotextkey>get=_blank class=infotextkey>中_blank class=infotextkey>get=_blank class=infotextkey>小型_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>房企_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>信用_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>风险_blank class=infotextkey>get=_blank class=infotextkey>提升。