在香港上市的中國內(nèi)地房地產(chǎn)開發(fā)商的股價周一大幅下挫,原因是投資者對新的房地產(chǎn)限售措施作出反應(yīng)。為了給不斷上漲的房價降溫,中國8個大城市實施了新限售措施。
Evergrande’s stock fell as much as 11.2 per cent, while China Vanke’s dropped as much as 8.4 per cent and China Resources Land as much as 6.7 per cent.
恒大(Evergrande)股價一度下跌11.2%,萬科(China Vanke)一度下跌8.4%,華潤置地(China Resources Land)一度下挫6.7%。
The price drops came after seven provincial capitals and the sprawling municipality of Chongqing tightened controls on housing sales on Friday and over the weekend. State news reported that most had banned the reselling of homes within two to three years of purchase.
上周五和上周末,中國7個省會城市和面積龐大的直轄市重慶收緊了對住房銷售的限制。官方媒體報道稱,其中多數(shù)城市禁止新購房產(chǎn)在兩到三年內(nèi)轉(zhuǎn)讓。
“It’s very clear the government wants to control speculation,” said Rosealea Yao, property sector analyst at research consultancy Gavekal Dragonomics.
研究咨詢公司龍洲經(jīng)訊(Gavekal Dragonomics)房地產(chǎn)業(yè)分析師咬麗薔(Rosealea Yao)表示:“顯然,政府想管控投機(jī)。”
China’s government has made a priority over the past year of taming the country’s bubbly housing market, fearing that rampant speculation could trigger a market bust and problems for the whole economy.
過去一年,中國政府已把馴服該國存在泡沫的住房市場當(dāng)作優(yōu)先任務(wù),擔(dān)心猖獗的投機(jī)活動可能會引發(fā)市場崩盤、給整個經(jīng)濟(jì)帶來問題。
Local governments this year have launched several waves of cooling measures, making it more difficult for individuals to buy houses. The government also cut property developers’ access to funding earlier in the year. As a result, price rises across major cities have slowed in 2017.
地方政府今年推出了多輪降溫舉措,加大了個人購房的難度。今年早些時候,政府還縮減了房地產(chǎn)開發(fā)商的融資渠道。其結(jié)果是,各大城市今年的房價上漲已有所放緩。
But the cooling measures, which were most severe in the biggest cities such as Beijing and Shanghai, have had the unintended side-effect of pushing demand into neighbouring provincial capitals and smaller cities, analysts say, since Chinese families still see housing as the must-have asset into which they pour their high levels of savings.
但分析師表示,這些降溫舉措(北京、上海等特大城市出臺的最為嚴(yán)厲)產(chǎn)生了意想不到的副作用:促使需求流向臨近的省會城市和中小城市,因為中國家庭仍視住房為必須擁有的資產(chǎn),并把大量儲蓄投入這類資產(chǎn)。
The recent measures in Changsha, Chongqing, Guiyang, Nanchang, Nanning, Shijiazhuang, Wuhan and Xi’an left traders wondering which city would be hit next, since previous cooling measures came in waves with more local governments joining in after initial tightening rounds.
長沙、重慶、貴陽、南昌、南寧、石家莊、武漢和西安最近采取的措施,令交易員思考下一個受到?jīng)_擊的會是哪個城市,因為之前的降溫舉措就是一個接一個出臺的,在最初的收緊舉措出臺后,有更多的地方政府加入進(jìn)來。
Authorities in Shijiazhuang, the capital of Hebei province, which is next to Beijing, imposed particularly strict limits, requiring home buyers to wait for five years before reselling.
河北省會石家莊市政府出臺的限制舉措尤為嚴(yán)格,禁止購房者在5年內(nèi)轉(zhuǎn)讓。
Ms Yao added that the latest restrictions did not change her view that the coming correction for housing prices in China would still be moderate compared with that seen in 2014 due to low inventories.
咬麗薔補(bǔ)充稱,最新的限制措施并未改變她的如下看法:由于庫存低,中國房價即將到來的回調(diào)仍將比2014年溫和。
“The market impact could be quite negative,” she said, “but the market could digest it fairly soon because the fundamentals are sound”.
市場影響可能相當(dāng)負(fù)面,”她表示,“但市場可能很快就會消化,因為基本面良好”。
Home price growth in August dipped to 8.3 per cent year-on-year, according to a weighted average from Reuters based on government data. That was the slowest pace in more than a year, with official figures showing price growth in top-tier cities such as Beijing and Shanghai experiencing substantial deceleration.
路透(Reuters)基于政府?dāng)?shù)據(jù)計算得出的加權(quán)平均值顯示,8月份中國房價同比漲幅降至8.3%。這是一年多來的最低漲幅。官方數(shù)據(jù)顯示,北京、上海等一線城市的房價漲幅大幅縮窄。
Despite the latest stock price falls, the Hang Seng Mainland Properties Index tracking Chinese developers listed in Hong Kong is up 98.3 per cent for the year to date.
盡管遭遇最新這波股價下跌,但今年迄今,追蹤在港上市內(nèi)地開發(fā)商的恒生中國內(nèi)地地產(chǎn)指數(shù)(Hang Seng Mainland Properties Index)已累計上漲98.3%。