本报记者 唐韶葵 上海（楼盘）报道

每个硬币都有两面：调控深入令高价地背后的资金露怯，房企却又因为前三季资金回流顺畅，更趋向多元投资和布局。

上周（ 2015/11/16-2015/11/22） ， 地产板块表现继续大幅强于大市， 除了一些小市值的转型公司继续表现活跃， 优质房企阳光城(000671,股吧)、中南建设(000961,股吧)、荣盛发展(002146,股吧)等也有良好的表现，呈现白马补涨和转型齐飞的走势； 政策方面，市场对中央级别的去库存政策期待升温，短期内主要以各地住房公积金支持为主。我们重点推荐为转型类的中洲控股(000042,股吧)、嘉宝集团(600622,股吧)、华业资本(600240,股吧)， 另外新增推荐市值较低、转型医疗产业的广宇集团(002133,股吧)；医疗养老大健康方面可以继续关注保利地产(600048,股吧)、天健集团(000090,股吧)、荣盛发展、世荣兆业(002016,股吧)等。 地产转型事件层出不穷、主流公司估值有优势，板块在年末股市风格切换下的表现值得期待。

板块行情： 上周 SW 房地产指数上涨 4.79%，沪深 300 指数上涨 0.75%，相对收益为 4.04%，板块表现强于大市，在 28 个板块排名中排第 5 位。个股表现方面， SW 房地产板块涨跌幅排名前 5 位的房地产个股分别为：数源科技(000909,股吧)、中航地产(000043,股吧)、实达集团(600734,股吧)、阳光城、丰华股份(600615,股吧)。

公司动态： 万业企业(600641,股吧)终止重组股票复牌，浦东科技拟收购公司股份成为第一大股东； 冠城大通(600067,股吧)子公司拟参与成立福建新兴产业投资公司和股权投资有限合伙企业推动区域创新发展，拟向控股股东转让冠城投资 20%股权； 荣盛发展拟全资设立互联网科技公司和康旅投资公司运营健康文旅等产业； 阳光城完成收购天安中国 50%股权实施“ 3+X” 发展战略；上实发展(600748,股吧)子公司拟增资云图科技探索智慧营运板块； 莱茵体育(000558,股吧)拟出售地产业务停止募集资金投入，集中资源发展体育能源产业； 金科股份(000656,股吧)拟施行股权激励计划，约占公司股本总额 5%； 哈高科(600095,股吧)拟向新湖集团非公开发行股票募集资金建设现代农业及太阳能产品，终止购买农田股票复牌； 南国置业(002305,股吧)非公开发行新股获批； 保利地产、滨江集团(002244,股吧)、华发股份(600325,股吧)公司债获批。

行业数据：上周 40 个重点城市新房合计成交 799 万平米，环比上升 7.6%；11 月截至上周累计日均成交 106 万平米，环比 10 上月上升 4.3%，较去年 11 月上升 13.3%。其中，一、二、三线城市上周成交面积分别环比变化： 20.9%、 4.6%、 4.6%，北上广深环比变化分别为： 27.2%、 26.7%、 2.9%、13.8%。 14 个重点城市 3 个月移动平均去化月数为 10.5 个月，环比下降0.2 个月。前周 100 个重点城市土地合计成交规划建筑面积 1,236 万平米，环比上升 33.3%；年初至今累计成交 7.65 亿平米，同比下降 20.5%。

今日涨跌幅（%）

政策新闻： 国务院法制办就公积金新条例征求意见，放款提取条件，可发行住房公积金个人住房贷款支持证券， 可将公积金购买高信用等级固收产品；国管公积金贷款放松限制，最低额度增 20 万；山西调整房产政策，取消商品房购房套数户籍限制等；河南公积金贷款提取出新政，公商贷可互转，可提取家人公积金；观点地产网消息，武汉自贸区方案上报待批复，多地自贸区方案已定待审批。

沪深股市上周维持震荡企稳，行业板块的活跃度有所回暖，受益于举牌热的带动，万科A强势涨停，其他地产股亦表现抢眼，申万房地产指数全周累计上涨4.62%，涨幅在28个申万一级行业板块中位居首位。而排在第二位的商业贸易板块上周仅上涨1.30%。

上周正常交易的126只地产股中，有96只股票实现上涨，嘉凯城(000918,股吧)和万科A周涨幅超20%，分别为29.71%和22.23%。新城控股、津滨发展(000897,股吧)、嘉宝集团(600622,股吧)、深振业A和华业资本(600240,股吧)周涨幅超10%。30只股票周涨幅超5%。在下跌的29只股票中，中茵股份(600745,股吧)、世荣兆业(002016,股吧)、数源科技(000909,股吧)和市北高新(600604,股吧)4只股票跌超3%，其余个股跌幅相对有限。

分析人士指出，随着低风险投资收益率的持续走低，题材炒作风险加大，资金逐渐重视企业业绩和现金流，地产板块蓝筹估值低、分红更加充分，使得高股息率成为可能，而产业资本大量增持地产股则从侧面说明了这一偏好。8月4日晚上，恒大宣布耗资91亿买入了万科A。今年以来，恒大连续出手举牌A股上市公司，相继买入了嘉凯城、廊坊发展(600149,股吧)。产业资本举牌上市公司，往往发生在市场阶段性底部区域，投资者可以对举牌概念股多加关注，不过这股举牌风持续的时间可能有限。(徐伟平)

证券时报股市大数据新媒体“数据宝”统计，截至今日上午10:30分，上证综指3129.10点，收于五日均线之上，涨跌幅0.03%，A股总成交额为2020.74亿元。到目前为止今日有413只A股价格突破了五日均线，其中乖离率较大的个股有新华都(002264,股吧)、四川美丰(000731,股吧)、河池化工(000953,股吧)等，乖离率分别为7.84%、6.86%、5.49%；五洋科技(300420,股吧)、杭电股份(603618,股吧)、新世界(600628,股吧)等个股乖离率小，刚刚站上五日均线。

五日均线（元）最新价（元）乖离率（%）002264新 华 都10.054.229.4410.187.84000731四川美丰9.9810.669.3910.036.86000953河池化工7.7010.1316.4417.345.49600318新力金融6.453.3431.0632.675.20002280联络互动9.998.8620.6721.684.87002812创新股份7.2514.3569.7773.064.71601500通用股份6.5612.2315.7216.404.33002320海峡股份5.192.5118.2819.054.19601216君正集团5.391.085.285.473.68600650锦江投资4.451.8625.2026.063.42002705新宝股份4.562.4417.3117.873.22000418小天鹅A3.920.8232.9133.963.18002659中泰桥梁4.832.3021.2621.913.07002443金洲管道4.563.5013.8314.232.92603189网达软件4.2213.5441.8742.992.68300097智云股份4.071.9550.7652.122.67000581威孚高科3.531.1123.1623.762.61000973佛塑科技3.252.808.688.902.53000066长城电脑3.321.1312.1312.442.52002405四维图新5.062.8122.4723.032.47300530达志科技3.047.6478.2080.112.45002339积成电子3.851.8520.0220.502.41603007花王股份3.736.5750.2551.442.37000596古井贡酒3.370.6846.4347.502.31002746仙坛股份3.022.3446.0147.032.22300499高澜股份4.015.2548.4349.502.21603779威龙股份2.693.4732.4533.162.19002372伟星新材3.150.5516.0316.382.17300242明家联合5.864.5316.9717.342.16603828柯 利 达2.884.5524.1124.622.11300540深冷股份2.525.5565.8067.162.07300416苏试试验2.490.8537.1337.872.00300342天银机电3.350.6025.7426.251.98002805丰元股份2.556.1653.6154.671.97000915山大华特2.280.6147.4848.411.95600290华仪电气3.370.9511.7511.981.94601999出版传媒3.484.0912.5512.791.90002301齐心集团3.360.4923.8624.291.82600809山西汾酒2.610.7521.5921.981.82002515金字火腿4.105.1118.7019.031.76300536农尚环境4.6918.7956.8157.801.75002798帝王洁具2.484.4464.2465.361.74000913*ST 钱江2.060.3618.9919.311.71002524光正集团3.192.739.239.391.69002386天原集团2.130.978.028.151.67300366创意信息2.472.0737.1337.751.67600531豫光金铅2.561.829.069.211.66603663三祥新材2.123.7241.6642.351.65300533冰川网络1.924.42151.66154.101.61001696宗申动力1.741.0710.3410.511.60000036华联控股1.990.759.099.231.56600547山东黄金2.541.2438.9239.521.55603322超讯通信1.642.8271.2972.391.54002019亿帆医药1.791.1714.5414.761.51600630龙头股份2.021.2015.9216.161.51000918嘉 凯 城2.471.338.999.121.49600476湘邮科技2.520.7230.4230.871.47000404华意压缩2.450.8511.9812.151.45002035华帝股份1.810.6024.9925.351.43600232金鹰股份1.810.8411.6111.781.43000716黑 芝 麻2.342.057.757.861.42002518科 士 达1.540.4421.4521.741.37000568泸州老窖1.930.3831.8632.291.36600992贵绳股份1.700.7614.2014.391.34300399京 天 利1.512.3436.5637.041.32600735新 华 锦1.990.8118.2218.461.29002183怡 亚 通2.181.8212.9713.131.26000858五 粮 液1.480.3733.7934.211.25000718苏宁环球1.490.268.748.851.24300303聚飞光电2.262.1210.2710.401.23002756永兴特钢1.700.5626.5826.901.22600622嘉宝集团2.570.4616.2016.391.20000666经纬纺机1.290.5920.9421.181.17002074国轩高科1.640.5935.4435.851.16600791京能置业1.700.678.298.381.13300541先进数通2.928.3868.0568.801.10002081金 螳 螂1.570.5511.5311.661.09300087荃银高科1.800.8313.4013.551.09300102乾照光电2.301.749.249.341.08600662强生控股1.500.7112.0412.171.08600367红星发展2.040.9814.8415.001.08000998隆平高科1.230.3619.5019.711.08002633申科股份2.571.5324.9125.171.04600237铜峰电子2.632.218.908.991.03603393新天然气1.874.0557.1457.721.02300038梅 泰 诺0.962.1646.6147.081.00000616海航投资1.250.405.615.671.00600479千金药业1.390.6516.6616.831.00600869智慧能源1.340.188.989.070.98603508思维列控1.621.8083.4084.220.98002621三垒股份1.440.9421.0021.200.97300269联建光电1.190.7923.5523.780.97000737南风化工1.510.816.656.710.96300362天翔环境1.651.6121.3421.540.96300474景 嘉 微2.302.4164.3364.940.95002785万 里 石0.801.9126.1526.400.95000818方大化工3.731.9215.7115.860.94600987航民股份1.300.4712.3312.450.94600415小商品城1.790.457.897.960.94000815美 利 云2.290.7324.3724.600.94603899晨光文具1.150.4318.3718.540.93300405科隆精化1.681.6850.4550.900.90600668尖峰集团1.110.8216.2516.400.90000697炼石有色1.120.4723.2923.500.89002374丽鹏股份1.422.368.518.590.89300344太空板业2.350.7316.8216.970.89300325德威新材2.331.477.407.470.89601098中南传媒1.100.0618.2218.380.89300538同益股份2.468.0394.3695.200.89300532今天国际2.717.8192.5593.370.88603366日出东方1.600.3910.0410.130.88002596海南瑞泽1.020.2532.3532.630.87600559老白干酒1.370.5223.4123.610.86300069金利华电1.120.7743.9244.300.86603168莎普爱思1.160.5943.2943.660.86002424贵州百灵1.320.4222.9023.100.86002033丽江旅游2.501.9516.2516.390.84300479神思电子1.281.2829.8630.110.82600197伊 力 特0.960.5014.5514.670.80600433冠豪高新0.800.298.708.770.78002245澳洋顺昌2.301.2311.0311.120.78603868飞科电器0.941.9146.7547.110.77002090金智科技0.590.1527.2127.420.77002362汉王科技1.321.4125.9926.190.77600005武钢股份0.950.593.173.190.76300131英唐智控1.361.4310.3310.410.75002427尤夫股份1.480.7221.0721.230.74300543朗科智能2.729.71132.02133.000.74002243通产丽星1.580.7915.2815.390.73300199翰宇药业0.470.4021.2821.440.73600573惠泉啤酒1.420.3514.8614.970.73300401花园生物2.271.6532.2232.450.73000822山东海化0.720.215.525.560.72603368柳州医药1.251.2279.8680.440.72600807天业股份1.431.4312.7212.810.72601069西部黄金1.302.7124.730.72000977浪潮信息0.730.8424.730.72300152科融环境1.651.669.199.260.72600814杭州解百1.030.519.789.850.72002017东信和平1.170.4215.4115.520.71300375鹏翎股份0.941.2424.4424.610.71000820金城股份2.160.6728.1228.320.71000920南方汇通1.280.3916.4716.590.70002135东南网架0.880.377.988.040.70002155湖南黄金1.430.6412.0112.090.70002451摩恩电气1.470.5912.3012.390.70300037新 宙 邦0.981.9559.4259.830.69600192长城电工1.220.729.859.920.69600386北巴传媒0.820.2415.9516.060.69600891秋林集团1.050.8010.5610.630.68000819岳阳兴长2.561.6030.6030.810.68000860顺鑫农业0.920.4320.6420.780.68002293罗莱生活0.650.2013.8013.890.67600604市北高新0.830.4520.5720.710.66600066宇通客车0.720.1922.2022.350.66600601方正科技0.970.825.195.220.66000861海印股份0.770.345.195.220.66600877中国嘉陵2.302.498.828.880.63002588史 丹 利0.850.7711.7411.810.63600664哈药股份0.760.079.219.270.63002304洋河股份0.940.0668.6369.060.63000970中科三环0.760.8215.7215.820.62002414高德红外0.980.1626.5326.690.62300036超图软件0.550.5920.1020.220.61002742三圣股份2.053.8622.7822.920.61300262巴安水务0.500.4717.9818.090.60600761安徽合力0.970.2011.4111.480.60002686亿 利 达0.850.5116.4616.560.60002323雅 百 特1.461.1313.8613.940.59600072钢构工程0.970.4915.5715.660.59002434万 里 扬2.160.3013.6313.710.59300386飞天诚信1.031.1528.2928.460.59002332仙琚制药1.850.3513.7013.780.58600513联环药业0.710.4516.8416.940.58002406远东传动0.860.979.299.340.58300307慈星股份0.480.1912.4712.540.58300195长荣股份1.641.2619.0619.170.58600199金种子酒0.720.849.739.790.58600843上工申贝1.080.4215.7515.840.57000911南宁糖业1.270.8722.1822.310.57002226江南化工0.910.598.818.860.57600779水 井 坊1.070.2416.9317.030.57300259新天科技1.030.4411.7111.780.56600988赤峰黄金1.080.9016.6916.780.56002200云投生态1.311.2123.8523.980.56000650仁和药业0.400.437.487.520.56600075新疆天业0.620.2612.9112.980.56300065海 兰 信1.730.9339.2139.430.56000723美锦能源0.911.2216.6016.690.55600160巨化股份0.830.4010.8310.890.55600511国药股份0.530.2431.8232.000.55002388新亚制程1.160.4411.2811.340.55600249两 面 针0.871.248.118.150.54002497雅化集团0.710.487.047.080.54600130波导股份0.970.919.349.390.54600692亚通股份0.940.7115.0315.110.53002237恒邦股份1.110.7511.8311.890.52603009北特科技0.870.8942.4642.680.51002626金 达 威1.000.3616.1616.240.51002758华通医药1.100.7032.8733.030.50603729龙韵股份0.810.3776.6277.000.50300194福安药业1.030.5524.4124.530.48600238海南椰岛1.030.4113.6913.760.48600993马 应 龙0.520.3021.0121.110.48600489中金黄金0.900.8012.2412.300.47300023宝德股份1.021.1121.7321.830.47000851高鸿股份0.981.0113.3513.410.46300443金雷风电0.740.5163.6163.900.46002185华天科技1.080.3813.0113.070.46002300太阳电缆0.680.368.818.850.45600422昆药集团0.780.3414.2414.300.45002058威 尔 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