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目前,房地产调控政策仍难退出,房价企稳将会是调控“不放松、不加码”的平衡点,这也将为地产股的投资布局提供相应的“观察期”。而土地储备丰富的全国综合类开发商以及二线城市成长潜力较大的区域开发商最为值得关注。
At present, the real estate regulatory policy is still difficult to exit, stabilize the price will be regulation “no relaxation, no code ” balance point, which will also provide the layout of the investment in real estate stocks corresponding “observation period ”. And the rich land reserves of the national comprehensive developers and second-tier cities with greater growth potential of regional developers are the most noteworthy.