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中国投资者将掀起新一轮炒地图热潮

来源: 南方日报网络版     时间: 2019年09月19日 22:40:56
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(  伴)(随)(着)(增)(速)(的)(下)(降)(,中)(国)(经)(济)(运)(行)(发)(生)(全)(方)(位)(的)(变)(化)(。区)(域)(政)(策)(一)(直)(是)(中)(国)(推)(动)(各)(地)(协)(调)(发)(展)(和)(全)(面)(发)(展)(的)(重)(要)(举)(措)(之)(一)(,近)(年)(来)(已)(经)(有)(各)(种)(各)(样)(的)(区)(域)(战)(略)(和)(区)(域)(政)(策)(陆)(续)(出)(台)(。而)(政)(策)(走)(向)(如)(同)(一)(剂)(猛)(药)(,刺)(激)(着)(投)(资)(客)(的)(神)(经)(。
  习)(近)(平)(5日)(主)(持)(召)(开)(中)(央)(全)(面)(深)(化)(改)(革)(领)(导)(小)(组)(第)(十)(二)(次)(会)(议)(,审)(议)(通)(过)(了)(《关)(于)(在)(部)(分)(区)(域)(系)(统)(推)(进)(全)(面)(创)(新)(改)(革)(试)(验)(的)(总)(体)(方)(案)(》、《深)(化)(科)(技)(体)(制)(改)(革)(实)(施)(方)(案)(》等)(文)(件)(。
  会)(议)(提)(出)(,要)(在)(部)(分)(区)(域)(系)(统)(推)(进)(全)(面)(创)(新)(改)(革)(试)(验)(,支)(持)(试)(点)(区)(域)(发)(挥)(示)(范)(带)(动)(作)(用)(;力)(争)(到)(2020年)(,在)(科)(技)(体)(制)(改)(革)(的)(重)(要)(领)(域)(和)(关)(键)(环)(节)(上)(取)(得)(突)(破)(性)(成)(果)(。
  一)(些)(地)(区)(也)(在)(积)(极)(响)(应)(这)(一)(主)(题)(:上)(海)(把)(建)(设)(全)(球)(科)(创)(中)(心)(作)(为)(今)(年)(市)(委)(一)(号)(课)(题)(,争)(取)(二)(季)(度)(形)(成)(总)(体)(方)(案)(;北)(京)(表)(示)(将)(加)(快)(创)(建)(全)(面)(创)(新)(改)(革)(试)(验)(区)(;武)(汉)(提)(出)(加)(快)(建)(设)(国)(家)(创)(新)(型)(城)(市)(。
  那)(么)(,谁)(会)(成)(为)(鸿)(运)(当)(头)(的)(“部)(分)(区)(域)(”?会)(是)(“京)(津)(冀)(”吗)(?会)(有)(上)(海)(吗)(?具)(有)(珠)(三)(角)(吗)(?
  资)(深)(财)(经)(人)(士)(刘)(晓)(博)(指)(出)(,从)(通)(稿)(里)(“要)(紧)(扣)(创)(新)(驱)(动)(发)(展)(目)(标)(,以)(推)(动)(科)(技)(创)(新)(为)(核)(心)(,以)(破)(除)(体)(制)(机)(制)(障)(碍)(为)(主)(攻)(方)(向)(”这)(句)(话)(来)(看)(,显)(然)(深)(圳)(、北)(京)(、上)(海)(最)(应)(该)(入)(选)(。
  “可)(以)(预)(见)(,股)(市)(、楼)(市)(将)(据)(此)(掀)(起)(新)(一)(轮)(炒)(地)(图)(的)(热)(潮)(。”
  市)(场)(热)(衷)(于)(“炒)(地)(图)(”,是)(因)(为)(投)(资)(者)(对)(国)(家)(政)(策)(存)(在)(“推)(出)(后)(续)(”的)(预)(期)(,因)(此)(引)(发)(了)(资)(金)(的)(追)(逐)(。
  以)(自)(贸)(区)(为)(例)(,4月)(21日)(,中)(国)(国)(务)(院)(印)(发)(广)(东)(、福)(建)(、天)(津)(自)(由)(贸)(易)(试)(验)(区)(总)(体)(方)(案)(,进)(一)(步)(深)(化)(上)(海)(自)(贸)(区)(改)(革)(开)(放)(方)(案)(,四)(大)(自)(贸)(区)(将)(统)(一)(适)(用)(同)(一)(份)(负)(面)(清)(单)(。新)(的)(负)(面)(清)(单)(将)(上)(海)(自)(贸)(区)(2014版)(负)(面)(清)(单)(的)(139条)(缩)(减)(至)(122条)(。
  22日)(,福)(建)(、天)(津)(自)(贸)(区)(正)(式)(挂)(牌)(。27日)(,广)(东)(自)(贸)(区)(前)(海)(蛇)(口)(片)(区)(正)(式)(挂)(牌)(。至)(此)(,四)(大)(自)(贸)(区)(由)(南)(到)(北)(,连)(成)(一)(条)(线)(,正)(式)(开)(启)(自)(贸)(区)(2.0时)(代)(。
  四)(大)(自)(贸)(区)(总)(体)(为)(国)(家)(战)(略)(服)(务)(,形)(成)(可)(复)(制)(、可)(推)(广)(的)(经)(验)(,同)(时)(,发)(挥)(自)(身)(区)(位)(优)(势)(和)(产)(业)(特)(色)(带)(动)(区)(域)(发)(展)(。
  国)(家)(行)(政)(学)(院)(经)(济)(学)(部)(主)(任)(张)(占)(斌)(表)(示)(,四)(个)(自)(贸)(区)(从)(北)(到)(南)(,在)(东)(部)(沿)(海)(地)(区)(呈)(线)(状)(分)(布)(,构)(筑)(起)(各)(具)(优)(势)(、各)(有)(侧)(重)(的)(对)(外)(开)(放)(新)(高)(地)(,为)(在)(全)(国)(范)(围)(内)(深)(化)(改)(革)(开)(放)(进)(一)(步)(探)(索)(途)(径)(。
  此)(外)(,自)(贸)(区)(还)(将)(辐)(射)(带)(动)(周)(边)(。其)(中)(,广)(东)(自)(贸)(区)(将)(通)(过)(促)(进)(加)(工)(贸)(易)(转)(型)(升)(级)(、打)(造)(区)(域)(发)(展)(综)(合)(服)(务)(区)(等)(,带)(动)(泛)(珠)(三)(角)(区)(域)(和)(内)(陆)(地)(区)(产)(业)(转)(型)(升)(级)(。天)(津)(自)(贸)(区)(则)(在)(促)(进)(京)(津)(冀)(协)(同)(发)(展)(的)(基)(础)(上)(,利)(用)(口)(岸)(协)(作)(等)(机)(制)(辐)(射)(带)(动)(内)(陆)(发)(展)(。
  福)(建)(自)(贸)(区)(将)(着)(力)(加)(强)(闽)(台)(产)(业)(对)(接)(、创)(新)(两)(岸)(服)(务)(业)(合)(作)(模)(式)(,辐)(射)(带)(动)(海)(峡)(西)(岸)(经)(济)(区)(发)(展)(。上)(海)(自)(贸)(区)(将)(通)(过)(建)(设)(长)(三)(角)(区)(域)(国)(际)(贸)(易)(“单)(一)(窗)(口)(”等)(助)(推)(长)(江)(经)(济)(带)(快)(速)(发)(展)(。
  “不)(当)(旁)(观)(者)(、跟)(随)(者)(,而)(要)(做)(参)(与)(者)(、引)(领)(者)(”,是)(迄)(今)(为)(止)(中)(国)(高)(层)(有)(关)(自)(贸)(区)(讲)(话)(的)(最)(雄)(心)(勃)(勃)(的)(表)(述)(。
  事)(实)(上)(,自)(去)(年)(12月)(12日)(明)(确)(在)(粤)(闽)(津)(三)(地)(设)(立)(自)(贸)(区)(以)(来)(,相)(关)(股)(票)(就)(成)(为)(资)(本)(市)(场)(的)(“香)(饽)(饽)(”。
  与)(此)(同)(时)(,自)(贸)(区)(“挂)(牌)(效)(应)(”也)(再)(次)(催)(热)(了)(楼)(市)(,据)(调)(查)(,广)(东)(自)(贸)(区)(在)(售)(的)(14个)(楼)(盘)(中)(12个)(盘)(表)(示)(会)(涨)(价)(,有)(业)(界)(预)(计)(半)(年)(内)(南)(沙)(房)(价)(或)(有)(10%-15%涨)(幅)(。
  深)(圳)(商)(报)(也)(称)(,一)(个)(月)(来)(,前)(海)(蛇)(口)(片)(区)(二)(手)(房)(竟)(然)(涨)(了)(两)(成)(,前)(海)(路)(一)(带)(已)(经)(没)(有)(4万)(元)(/平)(方)(米)(以)(下)(的)(房)(源)(,并)(有)(投)(资)(客)(巨)(资)(买)(下)(数)(套)(单)(位)(。
  “前)(海)(路)(一)(带)(已)(经)(找)(不)(到)(3字)(头)(的)(二)(手)(房)(源)(了)(,”美)(联)(物)(业)(大)(南)(山)(前)(海)(F区)(副)(总)(经)(理)(王)(龙)(说)(,“一)(个)(月)(以)(来)(,前)(海)(房)(价)(涨)(了)(两)(成)(,是)(近)(几)(年)(涨)(幅)(最)(大)(的)(一)(波)(,而)(且)(成)(交)(量)(同)(步)(放)(大)(,部)(分)(紧)(俏)(名)(校)(房)(源)(缺)(货)(。”
  中)(原)(地)(产)(统)(计)(数)(据)(显)(示)(,截)(至)(昨)(日)(,蛇)(口)(4月)(二)(手)(房)(价)(为)(4.3万)(元)(/平)(方)(米)(,环)(比)(上)(涨)(10.3%。中)(原)(地)(产)(和)(安)(居)(客)(成)(交)(数)(据)(显)(示)(,爱)(榕)(园)(住)(宅)(楼)(4月)(均)(价)(为)(5.2万)(元)(/平)(方)(米)(,较)(3月)(的)(4.2万)(元)(/平)(方)(米)(,涨)(幅)(23.8%。四)(海)(公)(寓)(目)(前)(售)(价)(为)(4.3万)(元)(/平)(方)(米)(,一)(个)(月)(涨)(了)(9000元)(/平)(方)(米)(,涨)(幅)(26.5%。高)(端)(盘)(半)(岛)(城)(邦)(的)(房)(价)(也)(在)(近)(日)(首)(次)(突)(破)(6万)(元)(/平)(方)(米)(,环)(比)(上)(涨)(了)(两)(成)(。
  上)(海)(自)(贸)(区)(挂)(牌)(当)(月)(,自)(贸)(区)(辐)(射)(区)(域)(如)(高)(桥)(板)(块)(、川)(沙)(板)(块)(及)(临)(港)(新)(城)(板)(块)(内)(商)(品)(房)(均)(实)(现)(爆)(发)(式)(增)(长)(,商)(、住)(、办)(等)(不)(同)(物)(业)(形)(态)(也)(均)(呈)(现)(不)(同)(程)(度)(的)(量)(价)(齐)(升)(。自)(贸)(区)(未)(挂)(牌)(之)(时)(,其)(辐)(射)(区)(域)(内)(众)(多)(楼)(盘)(已)(开)(始)(大)(打)(自)(贸)(区)(概)(念)(。
  距)(离)(挂)(牌)(还)(有)(一)(周)(的)(时)(候)(,临)(港)(和)(外)(高)(桥)(地)(区)(的)(住)(宅)(价)(格)(上)(涨)(了)(将)(近)(两)(成)(,外)(高)(桥)(的)(办)(公)(楼)(价)(格)(也)(有)(15%以)(上)(的)(涨)(幅)(,当)(地)(仓)(库)(、厂)(房)(更)(是)(有)(价)(无)(市)(。
  从)(克)(尔)(瑞)(机)(构)(监)(测)(数)(据)(可)(以)(看)(出)(,外)(高)(桥)(、川)(沙)(以)(及)(临)(港)(新)(城)(板)(块)(2013年)(9月)(商)(品)(房)(成)(交)(量)(环)(比)(分)(别)(大)(涨)(281%、97%和)(210%,成)(交)(均)(价)(也)(开)(始)(逐)(步)(上)(扬)(。
  王)(龙)(表)(示)(,现)(在)(全)(市)(的)(置)(业)(者)(都)(把)(眼)(光)(和)(资)(金)(投)(向)(了)(这)(里)(,房)(价)(在)(短)(期)(内)(得)(以)(快)(速)(上)(涨)(。
  克)(尔)(瑞)(机)(构)(研)(究)(员)(杨)(科)(伟)(认)(为)(,就)(上)(海)(自)(贸)(区)(的)(前)(车)(之)(鉴)(,自)(贸)(区)(概)(念)(所)(带)(来)(的)(楼)(市)(提)(振)(作)(用)(仅)(在)(短)(期)(内)(存)(在)(,长)(期)(更)(有)(赖)(于)(产)(业)(的)(导)(入)(和)(区)(域)(人)(口)(的)(增)(加)(。
  随)(着)(上)(海)(自)(贸)(区)(各)(项)(政)(策)(落)(实)(推)(进)(,对)(当)(地)(经)(济)(的)(提)(振)(作)(用)(逐)(渐)(显)(现)(,在)(十)(八)(届)(三)(中)(提)(出)(了)(“要)(放)(宽)(投)(资)(准)(入)(,加)(快)(自)(由)(贸)(易)(区)(建)(”的)(政)(策)(支)(持)(下)(,自)(贸)(区)(申)(报)(热)(潮)(全)(国)(蔓)(延)(。
  有)(消)(息)(表)(示)(,重)(庆)(,武)(汉)(、郑)(州)(、西)(安)(等)(多)(地)(均)(在)(两)(会)(上)(明)(确)(提)(到)(要)(申)(报)(自)(贸)(区)(,“炒)(地)(图)(”有)(望)(成)(为)(下)(阶)(段)(A股)(行)(情)(的)(主)(角)(。
  除)(此)(之)(外)(,4月)(13日)(,“一)(带)(一)(路)(”版)(图)(正)(式)(发)(布)(,并)(首)(次)(加)(入)(“21世)(纪)(海)(上)(丝)(绸)(之)(路)(”从)(南)(海)(到)(南)(太)(平)(洋)(的)(南)(线)(路)(线)(。
  “一)(带)(一)(路)(”依)(靠)(中)(国)(与)(有)(关)(国)(家)(既)(有)(的)(双)(多)(边)(机)(制)(,借)(助)(行)(之)(有)(效)(的)(区)(域)(合)(作)(平)(台)(,借)(用)(古)(代)(“丝)(绸)(之)(路)(”的)(历)(史)(符)(号)(,发)(展)(与)(沿)(线)(国)(家)(的)(经)(济)(合)(作)(伙)(伴)(关)(系)(,共)(同)(打)(造)(政)(治)(互)(信)(、经)(济)(融)(合)(、文)(化)(包)(容)(的)(利)(益)(共)(同)(体)(、命)(运)(共)(同)(体)(和)(责)(任)(共)(同)(体)(,寻)(求)(与)(中)(亚)(、东)(南)(亚)(乃)(至)(欧)(洲)(、非)(洲)(的)(深)(度)(联)(动)(和)(互)(惠)(互)(利)(。
  4月)(初)(,经)(中)(国)(总)(理)(李)(克)(强)(签)(批)(,中)(国)(国)(务)(院)(批)(复)(同)(意)(《长)(江)(中)(游)(城)(市)(群)(发)(展)(规)(划)(》,是)(《国)(家)(新)(型)(城)(镇)(化)(规)(划)((2014-2020年)()》出)(台)(后)(国)(家)(批)(复)(的)(第)(一)(个)(跨)(区)(域)(城)(市)(群)(规)(划)(。
  长)(江)(中)(游)(城)(市)(群)(是)(以)(武)(汉)(城)(市)(圈)(、环)(长)(株)(潭)(城)(市)(群)(、环)(鄱)(阳)(湖)(城)(市)(群)(为)(主)(体)(形)(成)(的)(特)(大)(型)(城)(市)(群)(,承)(东)(启)(西)(、连)(南)(接)(北)(,是)(长)(江)(经)(济)(带)(三)(大)(跨)(区)(域)(城)(市)(群)(支)(撑)(之)(一)(,也)(是)(实)(施)(促)(进)(中)(部)(地)(区)(崛)(起)(战)(略)(、全)(方)(位)(深)(化)(改)(革)(开)(放)(和)(推)(进)(新)(型)(城)(镇)(化)(的)(重)(点)(区)(域)(。
  地)(方)(国)(企)(改)(革)(涉)(及)(相)(关)(标)(的)(和)(行)(业)(众)(多)(,同)(样)(是)(资)(本)(市)(场)(关)(注)(的)(热)(点)(。WIND统)(计)(数)(据)(显)(示)(,在)(目)(前)(A股)(所)(有)(上)(市)(公)(司)(中)(,实)(际)(控)(制)(人)(为)(地)(方)(国)(资)(委)(、地)(方)(政)(府)(、地)(方)(国)(有)(企)(业)(以)(及)(集)(体)(企)(业)(的)(上)(市)(公)(司)(总)(计)(高)(达)(656家)(,占)(到)(了)(A股)(所)(有)(上)(市)(公)(司)(的)(四)(分)(之)(一)(以)(上)(。
  自)(去)(年)(上)(海)(首)(先)(出)(台)(“国)(企)(国)(资)(改)(革)(二)(十)(条)(”纲)(领)(性)(文)(件)(后)(,多)(地)(随)(后)(都)(纷)(纷)(出)(台)(相)(关)(文)(件)(。截)(至)(目)(前)(,已)(有)(四)(川)(、黑)(龙)(江)(、天)(津)(、山)(东)(、江)(西)(、河)(南)(、北)(京)(、江)(苏)(、广)(东)(等)(超)(过)(20个)(省)(市)(国)(资)(委)(出)(台)(地)(方)(国)(企)(改)(革)(相)(关)(文)(件)(。
  相)(较)(于)(企)(业)(治)(理)(结)(构)(提)(升)(等)(内)(生)(式)(改)(革)(,市)(场)(对)(于)(引)(入)(非)(公)(经)(济)(和)(国)(有)(资)(产)(的)(整)(合)(注)(入)(最)(为)(关)(注)(。
  混)(合)(所)(有)(制)(改)(革)(提)(速)(,改)(变)(过)(去)(国)(资)(“一)(股)(独)(大)(”局)(面)(成)(为)(本)(轮)(地)(方)(国)(企)(改)(革)(的)(一)(个)(重)(点)(。其)(中)(,江)(苏)(、浙)(江)(、上)(海)(、重)(庆)(、青)(海)(、黑)(龙)(江)(等)(省)(市)(都)(明)(确)(提)(出)(将)(采)(取)(市)(场)(化)(的)(混)(改)(方)(式)(。其)(中)(,上)(海)(国)(企)(改)(革)(方)(案)(提)(出)(混)(合)(所)(有)(制)(改)(革)(将)(成)(为)(重)(头)(戏)(。
  重)(庆)(市)(则)(明)(确)(提)(出)(三)(分)(之)(二)(左)(右)(的)(国)(有)(企)(业)(发)(展)(成)(为)(混)(合)(所)(有)(制)(企)(业)(,总)(体)(量)(达)(4000亿)(元)(,由)(市)(场)(决)(定)(国)(资)(进)(退)(。江)(苏)(方)(案)(表)(示)(,在)(国)(有)(资)(本)(持)(股)(比)(例)(和)(各)(路)(资)(本)(参)(与)(混)(改)(的)(形)(式)(上)(不)(设)(限)(制)(。
  而)(湖)(南)(、深)(圳)(、天)(津)(、山)(东)(、安)(徽)(等)(省)(市)(的)(国)(企)(改)(革)(思)(路)(中)(都)(提)(到)(了)(国)(有)(资)(产)(的)(整)(合)(与)(注)(入)(。但)(对)(于)(整)(体)(上)(市)(还)(是)(借)(壳)(整)(合)(,不)(同)(的)(地)(区)(各)(有)(侧)(重)(。其)(中)(,天)(津)(明)(确)(提)(出)(至)(2017年)(重)(点)(集)(团)(至)(少)(拥)(有)(1家)(上)(市)(公)(司)(,经)(营)(性)(国)(有)(资)(产)(证)(券)(化)(率)(达)(到)(40%。安)(徽)(省)(方)(案)(提)(出)(通)(过)(整)(体)(上)(市)(和)(分)(类)(重)(组)(提)(高)(国)(有)(经)(济)(集)(中)(度)(。
  业)(内)(人)(士)(认)(为)(,随)(着)(地)(方)(国)(资)(改)(革)(不)(断)(推)(进)(,由)(此)(引)(发)(的)(“炒)(地)(图)(”行)(情)(有)(望)(贯)(穿)(2015年)(全)(年)(。有)(券)(商)(分)(析)(师)(指)(出)(,地)(方)(国)(企)(改)(革)(的)(主)(要)(方)(式)(为)(大)(股)(东)(资)(产)(注)(入)(、集)(团)(整)(体)(上)(市)(、上)(市)(公)(司)(壳)(资)(源)(转)(让)(以)(及)(混)(合)(所)(有)(制)(改)(革)(。
  在)(上)(海)(的)(国)(资)(改)(革)(进)(程)(中)(,集)(团)(整)(体)(上)(市)(和)(混)(合)(所)(有)(制)(改)(革)(成)(为)(热)(点)(。近)(期)(上)(海)(华)(谊)(整)(体)(上)(市)(,绿)(地)(集)(团)(借)(壳)(金)(丰)(投)(资)(等)(均)(有)(进)(展)(,除)(此)(之)(外)(,东)(浩)(兰)(生)(集)(团)(证)(券)(化)(率)(较)(低)(,多)(数)(资)(产)(都)(在)(上)(市)(公)(司)(之)(外)(,市)(场)(认)(为)(兰)(生)(股)(份)(资)(产)(注)(入)(的)(预)(期)(较)(强)(烈)(。此)(外)(,上)(海)(纺)(织)(集)(团)(也)(有)(整)(体)(上)(市)(预)(期)(,旗)(下)(上)(市)(公)(司)(平)(台)(有)(重)(组)(预)(期)(。
  招)(商)(证)(券)(认)(为)(,资)(产)(注)(入)(和)(整)(体)(上)(市)(将)(成)(为)(天)(津)(国)(企)(改)(革)(重)(头)(戏)(。其)(中)(,天)(津)(港)(集)(团)(和)(物)(产)(集)(团)(处)(于)(航)(运)(和)(物)(流)(的)(核)(心)(地)(位)(,战)(略)(型)(扩)(张)(的)(资)(产)(整)(合)(预)(期)(较)(高)(,旗)(下)(的)(上)(市)(公)(司)(天)(津)(港)(和)(浩)(物)(股)(份)(或)(将)(受)(益)(国)(企)(改)(革)(。此)(外)(,随)(着)(四)(环)(生)(物)(、百)(利)(电)(气)(等)(公)(司)(完)(成)(重)(组)(,竞)(争)(性)(企)(业)(的)(资)(源)(整)(合)(效)(应)(也)(将)(进)(一)(步)(发)(挥)(。
  还)(有)(券)(商)(分)(析)(师)(指)(出)(,在)(壳)(资)(源)(转)(让)(方)(面)(,部)(分)(身)(处)(产)(能)(过)(剩)(行)(业)(、连)(续)(亏)(损)(的)(国)(企)(上)(市)(公)(司)(也)(值)(得)(关)(注)(。
  随)(着)(京)(津)(冀)(协)(同)(发)(展)(纲)(要)(有)(望)(在)(月)(底)(发)(布)(,房)(地)(产)(作)(为)(首)(要)(受)(益)(行)(业)(,坐)(拥)(京)(津)(冀)(一)(体)(化)(核)(心)(区)(土)(地)(储)(备)(的)(上)(市)(房)(企)(更)(是)(站)(在)(“风)(口)(”上)(。
  《每)(日)(经)(济)(新)(闻)(》称)(,包)(括)(华)(夏)(幸)(福)(、荣)(盛)(发)(展)(、华)(业)(地)(产)(等)(京)(津)(冀)(“概)(念)(”地)(产)(股)(自)(去)(年)(起)(股)(价)(突)(飞)(猛)(进)(,市)(值)(节)(节)(攀)(升)(,部)(分)(公)(司)(也)(借)(机)(推)(出)(定)(向)(增)(发)(用)(于)(开)(发)(京)(津)(冀)(区)(域)(内)(的)(项)(目)(。
  资)(本)(市)(场)(对)(于)(京)(津)(冀)(一)(体)(化)(发)(展)(充)(满)(期)(待)(。多)(家)(券)(商)(研)(究)(指)(出)(,京)(津)(冀)(都)(市)(圈)(将)(带)(来)(大)(量)(的)(交)(通)(路)(网)(建)(设)(、新)(的)(产)(业)(转)(移)(和)(发)(展)(、人)(口)(的)(变)(迁)(和)(重)(新)(聚)(集)(等)(,土)(地)(价)(值)(将)(持)(续)(提)(升)(,京)(津)(冀)(一)(体)(化)(概)(念)(有)(望)(成)(为)(今)(年)(房)(地)(产)(板)(块)(最)(确)(定)(的)(投)(资)(主)(题)(。
  对)(于)(即)(将)(出)(台)(的)(《京)(津)(冀)(协)(同)(发)(展)(规)(划)(纲)(要)(》,安)(信)(证)(券)(分)(析)(师)(万)(知)(指)(出)(,《纲)(要)(》既)(有)(顶)(层)(设)(计)(纲)(要)(,也)(有)(实)(施)(方)(案)(细)(则)(和)(路)(线)(图)(,可)(能)(还)(包)(含)(2015年)(重)(点)(工)(作)(和)(重)(大)(项)(目)(清)(单)(.
  预)(计)(北)(京)(将)(成)(为)(政)(治)(、文)(化)(、科)(技)(创)(新)(、国)(际)(交)(往)(的)(四)(大)(中)(心)(,天)(津)(将)(成)(为)(全)(国)(先)(进)(制)(造)(研)(发)(基)(地)(、国)(际)(航)(运)(核)(心)(区)(、金)(融)(创)(新)(示)(范)(区)(、改)(革)(开)(放)(先)(行)(区)(,河)(北)(是)(4个)(基)(地)(,可)(能)(主)(要)(涉)(及)(到)(产)(业)(转)(型)(升)(级)(,商)(贸)(物)(流)(,环)(保)(和)(生)(态)(涵)(养)(,以)(及)(科)(技)(成)(果)(转)(化)(、承)(载)(产)(业)(转)(移)(等)(方)(面)(。
  “从)(中)(国)(房)(地)(产)(的)(分)(区)(域)(角)(度)(来)(看)(,我)(们)(最)(看)(好)(一)(线)(城)(市)(都)(市)(圈)(的)(未)(来)(发)(展)(”,国)(泰)(君)(安)(房)(地)(产)(分)(析)(师)(李)(品)(科)(表)(示)(,国)(内)(目)(前)(已)(有)(不)(少)(区)(域)(至)(少)(在)(中)(短)(期)(内)(已)(不)(再)(适)(合)(房)(地)(产)(开)(发)(,未)(来)(的)(市)(场)(潜)(力)(主)(要)(集)(中)(在)(一)(线)(城)(市)(所)(形)(成)(的)(都)(市)(圈)(和)(部)(分)(二)(线)(核)(心)(城)(市)(。
  目)(前)(中)(国)(的)(都)(市)(圈)(发)(展)(尚)(处)(于)(起)(步)(阶)(段)(,获)(得)(政)(府)(大)(力)(支)(持)(的)(京)(津)(冀)(都)(市)(圈)(有)(望)(成)(为)(房)(地)(产)(市)(场)(的)(朝)(阳)(区)(域)(,最)(受)(益)(的)(核)(心)(区)(域)(排)(序)(为)(:通)(州)(、廊)(坊)(、保)(定)(、天)(津)(、唐)(山)(。
  更)(重)(要)(的)(是)(,京)(津)(冀)(一)(体)(化)(有)(望)(成)(为)(新)(型)(城)(镇)(化)(的)(突)(破)(点)(。华)(泰)(证)(券)(研)(究)(所)(策)(略)(首)(席)(研)(究)(员)(徐)(彪)(认)(为)(,目)(前)(经)(济)(下)(行)(压)(力)(巨)(大)(,但)(像)(当)(年)(“4万)(亿)(”的)(大)(规)(模)(投)(资)(刺)(激)(政)(策)(不)(可)(能)(出)(台)(,而)(外)(需)(方)(面)(波)(动)(较)(大)(,总)(体)(不)(乐)(观)(,因)(此)(只)(能)(从)(内)(需)(寻)(找)(保)(证)(经)(济)(和)(就)(业)(的)(新)(增)(长)(极)(。
  以)(京)(津)(冀)(一)(体)(化)(为)(排)(头)(兵)(的)(新)(型)(城)(镇)(化)(规)(划)(正)(好)(适)(时)(推)(出)(,将)(为)(未)(来)(保)(持)(适)(速)(经)(济)(和)(就)(业)(提)(供)(保)(障)(,因)(此)(京)(津)(翼)(概)(念)(有)(望)(成)(为)(今)(年)(房)(地)(产)(板)(块)(最)(确)(定)(的)(投)(资)(主)(题)(。
  李)(品)(科)(指)(出)(,由)(于)(京)(津)(冀)(一)(体)(化)(将)(大)(力)(推)(动)(城)(市)(配)(套)(设)(施)(建)(设)(,带)(动)(北)(京)(周)(边)(房)(地)(产)(的)(需)(求)(上)(升)(,大)(量)(人)(口)(及)(产)(业)(的)(迁)(移)(将)(大)(幅)(刺)(激)(当)(地)(的)(房)(地)(产)(市)(场)(,因)(此)(在)(该)(区)(域)(拥)(有)(大)(量)(土)(地)(储)(备)(的)(公)(司)(将)(直)(接)(受)(益)(。
  与)(此)(同)(时)(,承)(借)(着)(京)(津)(冀)(的)(概)(念)(热)(潮)(,华)(夏)(幸)(福)(、荣)(盛)(发)(展)(、华)(业)(地)(产)(、北)(京)(城)(建)(与)(金)(隅)(股)(份)(纷)(纷)(抛)(出)(再)(融)(资)(计)(划)(,用)(于)(发)(展)(京)(津)(冀)(区)(域)(内)(的)(项)(目)(,总)(募)(资)(金)(额)(超)(过)(235亿)(元)(。
  摩)(根)(士)(丹)(利)(华)(鑫)(证)(券)(宏)(观)(研)(究)(主)(管)(章)(俊)(认)(为)(,“通)(过)(对)(京)(津)(冀)(地)(区)(发)(展)(模)(式)(的)(探)(索)(,其)(很)(有)(可)(能)(被)(打)(造)(成)(为)(一)(个)(可)(供)(其)(他)(区)(域)(复)(制)(的)(城)(镇)(化)(发)(展)(的)(新)(模)(式)(。”
  民)(生)(证)(券)(研)(究)(院)(执)(行)(院)(长)(管)(清)(友)(则)(指)(出)(,“一)(带)(一)(路)(”、京)(津)(冀)(和)(长)(江)(经)(济)(带)(先)(后)(完)(成)(顶)(层)(设)(计)(,有)(望)(催)(生)(新)(一)(轮)(地)(方)(投)(资)(热)(潮)(。
  而)(楼)(市)(和)(A股)(市)(场)(就)(是)(这)(样)(,大)(多)(数)(行)(情)(都)(是)(在)(炒)(预)(期)(,这)(样)(才)(有)(悬)(念)(,人)(们)(才)(会)(去)(关)(注)(,一)(旦)(结)(果)(出)(现)(,那)(么)(事)(实)(在)(那)(摆)(着)(,没)(有)(炒)(作)(的)(悬)(念)(,资)(金)(自)(然)(不)(会)(去)(关)(注)(。
  而)(“炒)(地)(图)(”与)(今)(年)(政)(策)(偏)(向)(区)(域)(化)(有)(关)(,是)(较)(为)(明)(显)(的)(政)(策)(行)(情)(。并)(且)(有)(很)(大)(的)(持)(续)(性)(,值)(得)(投)(资)(者)(常)(去)(关)(注)(。
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