我们认为房地产的拉动作用正在弱化。为什么这样说?目前整个宏观经济形势略超预期,根据数据图来看,工业的GDP已经有抬头的趋向,制造业有复苏的迹象,金融业是从去年的高位跌到今年的最低位,拖累了国民经济增长。房地产虽然是正贡献,但是可以看到趋势是在向下的。一线城市调控将长期执行加码接近尾声房地产销售增速在下降。去年因为大水漫灌,不光是住宅市场,商业市场、办公楼市场都从中获益了。 We think the pull of real estate is weakening. Why do you say that? At present the macroeconomic situation slightly more than expected, according to the data chart, industrial GDP has been on the rise, signs of recovery in manufacturing, the financial sector is from last year’s high dropped to the lowest this year, dragged down The national economic growth. Although real estate is a positive contribution, we can see the trend is going downwards. First-tier cities will be long-term implementation of control over the end of the real estate sales growth is declining. Last year because of flood irrigation, not only the residential market, commercial markets, office markets have benefited from it.