What do these signals mean: Vanke's salary reduction, Pan Shiyi's selling, Sunac's suspension of land acquisition, and Evergrande's price reduction promotion?

In March 2009, as a leading real estate enterprise, Vanke released its annual financial report for 2008. It can be said that in the year of deep adjustment of the real estate market in 2008, Vanke's answer sheet was still very satisfactory.

In 2008, the company achieved an operating income of 40.992 billion yuan, a slight increase of15.38% compared with 2007; The net profit attributable to shareholders of listed companies was 4.033 billion yuan, a year-on-year decrease of 65,438+06.74%; Earnings per share is 0.37 yuan and return on net assets is 12.65%. But in my opinion, it's very difficult. At the end of the year, bank liquidity tightened. By the end of the year, the intensity of lending is not strong, let alone using money to "speculate" the house itself.

In the past "Golden September and Silver 10" market, the answer given by Vanke was not particularly satisfactory: in June, 5438+ 10, Vanke achieved a sales area of 2710.3 million yuan, down 20.5% year-on-year; The sales amount reached 43.38 billion yuan, a year-on-year decrease of19.8%; Although it is only monthly data, this decline is much "excessive" compared with the data in 2008!

We don't want to analyze the reasons for the decline in sales. There are many on the internet, as everyone knows. However, we can foresee that the prospect of sales decline, the market began to enter the "buyer's market", and the "bargaining power" of the buyer group began to increase. In addition, the Matthew effect means that "people think that if house prices fall, they will wait and see all the time, which will further reduce the desire to buy a house". Next year's sales data may drop further.

Therefore, not only Vanke, Poly, Vanke, Gemdale, Wanda Real Estate, but all the "sellers" in the whole real estate market. In the remaining two months of this year, we must find ways to promote sales and stimulate the recovery of annual data. If the performance is still poor next year, the "bearish expectation" of the market will continue to heat up. By then, the entire property market, even if it really reaches the level of the industrial chain, it will be difficult for market consumers to buy it!