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港A兩地地產股集體下跌,萬科A跌超4%,萬科鬱亮疾呼房地產入“黑鐵時代 ”
格隆匯2月14日丨地產股集體下跌,其中,A股招商蛇口、新城控股跌超5%,萬科A、華僑城A跌超4%,保利發展跌近3%;港股融創中國和中國奧園跌超8%,新城發展、萬科企業、中國恆大跌超5%,華潤置地、龍光集團跌超4%,碧桂園跌超2%。在年初“敢拼就會贏”的2022年萬科集團年會上,萬科董事會主席鬱亮表示,房地產行業已經入了黑鐵時代,正縮表出清,這會是破釜沉舟、背水一戰的一年。“如何理解背水一戰?就是要麼死、要麼活,沒有中間狀態。”他説,日本的案例經驗表明,這個階段不能再心存幻想,必須要快速、堅決出清。這個過程中,行業規模會開始萎縮、市場分化也會越來越明顯。

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