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中国经济发展仍然离不开房地产高速发展的带动。行业资金来源增速将在二季度末见底回升,住宅的投资增速可望在09年中期或第三季度见底回升。房地产板块仍将震荡上行,底部逐步抬高,并维持对行业“看好”评级。
China’s economic development is still driven by the rapid development of real estate. Industry sources of funding growth will bottom out at the end of the second quarter, residential investment growth is expected to bottom rebound in mid-09 or third quarter. Real estate sector will continue upward shocks, gradually raise the bottom, and maintain the industry “good ” rating.