The Restriction Order Was Issued By &Nbsp; Where Did The Capital Market Flow To The Property Market?

Where will these funds go? These new inflows

The industry believes that the flow of investment funds will be varied, but the common point is: where to make money.

A commercial real estate

Commercial real estate scramble for speculation fund

Case: Ms. Zhang has been looking for suitable shops recently. He also went to Hankou North last week to see the shops in the professional market.

"We have already looked at several places and are still making the final choice."

Ms. Zhang told reporters that her family invested in a factory and made dividends last year, plus her husband and her husband's year-end bonus. About 300 thousand of them had planned to buy a small house investment, but they had not yet made a purchase order.

She feels that commercial real estate is still available, and she plans to launch commercial real estate.

Analysis: the same property, but commercial real estate investment in Wuhan has not been more than the residential real estate investment, the purchase does not involve the scope of commercial real estate, many residential funds will flow to commercial real estate?

"Recently, some commercial real estate projects and professional markets are competing to open up. A large part of the reason is to seize this part of the funds."

Hua Zhong, director of marketing at the China Index Research Institute (Hu Chao), believes that non residential real estate will become a hot topic when housing investment is subject to strict restrictions such as credit and restriction.

Analysis of the industry, from the overall perspective, the purpose of full speculative capital purchase is fast forward and quick out, in the short term to strive for a high price difference.

Such funds, after the purchase of housing, a large part will enter commercial real estate.

"These people are those who invest in the property market for a long time. They have tasted sweetness from the investment of residential housing, and are familiar with the property market, so they will continue to invest in the property market."

Hu Chao said, but they do not encourage investors to invest all their money in real estate, and can invest part of their money.

B stock market and Futures

Dawn of the stock market

Case: Mr. Liu just opened the door the day before yesterday, ready to start speculation.

"There's a little spare cash in the hand, and it's also placed. It's better to stock up first."

Mr. Liu said that he had only one set of real estate, which was not restricted by purchase orders, but chose to wait and see because it was not clear about the future property market expectations.

Analysis: last week, the stock market broke through 3000 points, though not yet maintained, but the market still saw a glimmer of light.

Analysts believe that the housing market regulation is more stringent, in this case, there are always some unsteadfast hot money will flow out of the housing market.

Vice president of huitianfu fund company Dongsheng said that the regulation of the property market would bring most of the hot money into the stock market.

Why does the current market lead to a substantial increase in asset prices, because the market that investors can invest in is lacking.

In the past few months, the regulation of real estate, though there are many restrictive policies, the price will not come down, but the volume of pactions will shrink substantially. The market will be a good choice because of the capital flow from the shrinking market, because the liquidity of the securities market is good and easy to cash in.

C private financing

"Hot money" flocking to private lending

Case: at the beginning of this year, Ms. Hou gave 100 thousand yuan to friends who were doing private lending. The good price was 9000 yuan a year.

Before giving money to friends, Mrs Hou was looking at the house, but she didn't see it.

And housing prices are too high, coupled with the introduction of regulatory policies, so that she had to stop watching the pace of housing.

Miss Hou's friends once asked her for financing, but she felt it was risky, so she didn't give it to her.

Now because of the increase in the down payment, the lack of funds to buy a house, coupled with the tight credit, the interest on private lending has increased, and Hou has paid the money to friends.

Analysis: analysts believe that under the background of credit contraction this year, the profitability of the private lending market will also increase.

Therefore, part of speculative capital will also enter the private capital market.

Galaxy Securities chief economist Zuo Xiaolei said recently that the scale of China's private capital is huge. Under the background of real estate regulation, this part of funds will temporarily evade the real estate industry.

In order to avoid speculation in grain prices, the government should introduce a "Dredging" policy, such as opening up some monopolistic areas, and guiding private capital to participate in the competition of monopoly industries. This will not only help promote the reform and development of state-owned enterprises, but also make private capital return to the real economy and avoid becoming "hot money" that disrupts the economic order.

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D collection

The post market goes into "spring".

Case: "before the monkey small promissory note price 35 yuan, I feel high not bought, but after the year has risen to 60 yuan, is still rising."

Mr. Li regretted not investing in stamps early.

Recently, the property market restriction order came out, and he took out one hundred thousand yuan from the down payment to invest in stamps.

He said, "there are two suites in my name, so I want to buy the stamps with this money."

Analysis: Wang Xinhua, a senior postman in the Wuhan Collectible market, also found that the postal market was hot recently, and many people bought stamps for tens of thousands of yuan.

He said: "recently, the feeling is more obvious, tens of thousands of big bills began to increase."

According to Wang analysis, some people are now well capitalized and are in urgent need of new investment channels.

Under the background of market regulation and stock market turbulence, the post market with low threshold has become the target of many investors.

Many large investors will buy hundreds of thousands of stamps a year.

What is more obvious recently is that some citizens did not buy stamps, and now they are starting to buy. Thousands of Yuan exploratory investments are starting to increase.

Reporters in Chongren Road, Xudong Antique City and other Wuhan collection market also saw that the postal market counters before the flow of people, many students, white-collar workers and other new groups have joined the ranks of the postal service.

Several businessmen have indicated that the postal market has finally seen a good trend that has not been seen for many years. Some businessmen said, "now it is out of stock and wants to enter the goods. If the goods want to hold the goods, no matter which side will be optimistic about the market."

E financial products

High end financing into real estate pition channel

Case: on the first two days, Ms. Cho bought 2 million yuan of high-end financial products in a state-owned bank.

It is understood that this financial product investment in the agreement deposits, trusts, corporate bonds and other directions, through banks for high-end customers sales, 1 million yuan purchase, investment period of 34 days, the expected return of 5%.

"Originally this money is ready to buy a house, but before just issued a restriction order, and saw the news said that the price adjustment target should be issued immediately, so first buy a short-term financial product, look at the next policy direction and decide whether to buy a house."

Ms. Chan introduced.

Analysis: "since this year, investors who buy high-end financial products have increased significantly."

A state-owned bank financial officer told reporters.

According to the introduction, on the one hand, because of the tight money in the state, many enterprises that mainly rely on real estate developers can not borrow money. Many companies design high yield trust products to raise funds for bank customers, attracting a lot of funds to enter; on the other hand, some citizens can not see clearly the future trend of house prices or lose the qualification of purchase because of the restriction order, and then turn their funds to the high-end financial products of banks.

Reporters learned that since this year, a number of banks including the Agricultural Bank, Bank of China, China Merchants Bank, Minsheng Bank and CITIC Bank have launched high-yield financial products for high-end investors.

Among them, the investment period of trust products raised by "borrowing" Housing enterprises is more than 1 years to 3 years, and the annual yield is between 7%-9%. The risk of such products is relatively high. While the relatively stable financial products, such as structured, negotiable instruments and bonds, have a relatively short maturity and an annual yield of 4.5%-5%. There are also some alternative financial products launched by private banks to invest in wine and artworks, and the yield has reached about 10%.

"Now the scope of bank financial products is increasingly extensive, and the yield of high-end financial products is also increasing.

Therefore, many investors will take the high-end financial products of banks as a "safe haven" for capital pition before finding new and better investment channels.

The state-owned banks said.

The person reminded investors that although the proceeds are tempting, the risks of trust products must not be underestimated.

It is suggested that investors choose the trust products issued by large well-known enterprises and avoid risks as far as possible.

F gold

Investors buy gold like buying vegetables.

Case: the property market is tight, policy is not clear, many investors panic, simply shift their vision to gold.

Li Jianqiang, vice president of new world jewelry, told reporters that the recent investment in gold bars was once sold out, and many large single investors felt that buying houses was not reliable, simply buying a few bars of gold.

At the beginning of this month, 3 investors bought 1 million 80 thousand jin bars of gold in the new world jewellery for 1 million 80 thousand.

Li Jianqiang talked with them that they felt that buying a house was not reliable at the moment, and that money was better than buying gold.

These customers originally planned to buy 800 thousand yuan gold bars, but looked at the gold price trend of the electronic display screen in the shop, and three people discussed the additional about two hundred thousand.

Analysis: Recently, due to the tense situation in the Middle East and the price level announced by the European authorities, the international central spot gold touched a record high of 1440 dollars.

For a time, a lot of liquid funds poured into the gold market.

Xu Wei, deputy general manager of Wuhan gold trading market Co., Ltd., told reporters that he recently took over a large list and bought 6 kilograms of gold bars at one breath. The customer engaged in the catering business, and he had plenty of cash on hand. He wanted to invest in real estate, but recently he got a strict policy card. He simply took out his spare cash to invest in gold bars.

According to the personage of the World Trade Plaza, recently, they have two or three hundred thousand large single frequency, mostly customers in the province come to buy large quantities, many customers are worried about falling house prices, and they are optimistic about gold.

A large influx of funds has made the sale of gold counters in various shopping malls very tight. Some of the counters have no stock in addition to the samples displayed.

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G medicinal materials

Ginseng is the ideal small cap stock.

Case: Shao Lianzu has experienced more than 10 years of "speculation".

In the early years, he was a member of the Wenzhou real estate regiment. In the past few years, he earned the first barrel of gold by real estate.

Since last year, the property market has been continuously suppressed by policies. He has to switch to another way to find a way out. The agricultural products that have been in low value areas have become a new target for Wenzhou's "speculators".

During this year, Shao and other Wenzhou "speculators" have fought in many places.

They fried garlic in Jinxiang, Shandong, fried ginger in Weifang Anqiu, and fried mung beans in Jilin Taonan.

Wenzhou people's "stir fried farmers" accounts for how much they earn, but it is hard to say, but from these multiplier agricultural products, they have gained a lot.

In July of last year, Shao and his fellow townsmen came to Baishan City by train to inquire about the local ginseng market in Changbai Mountain. "At that time, the water ginseng had not yet been listed, there were only some dry ginseng in the market, and only forty or fifty yuan a Jin, the price was almost the same as before, but it has not risen yet."

Analysis: the reason why the choice of the largest Panax distribution land hype, is because of the best circulation here, in the local business are spot trading, cash payment, easy to sell cash.

What makes them most satisfied is that the volume of the whole market in 2008 is only 4 billion yuan, the volume of water ginseng in 2009 is 37 million kg, and the dry ginseng is only 10500 tons, which seems to be more suitable for hype than the mung bean and ginger and garlic.

In Shaw's words, "ginseng is the ideal small cap stock."

In this way, a new theme of speculation was born.

Shao's arrival, more precisely, like Shao's "speculators" came in a rush, so that the ginseng market suddenly heated up.

Water ginseng, also known as fresh ginseng, was only 10 yuan a kilogram in 2008, rising to twenty or thirty yuan last year. The price of dried ginseng rose from 50 yuan to 120 yuan, and the price of wild ginseng increased from 300 thousand to 600 thousand, and some even reached millions.

H agricultural products

Case: "supply shortage" and "price rise" are the most basic conditions for agricultural products to be hyped in recent years.

After September last year, cotton traders, known as "self-employed" by local cotton business operators, continued to gather in Akesu and surrounding cotton areas, waiting for the purchase of new cotton. They lived in Wenzhou.

Tianshan cotton industry is one of the largest cotton processing enterprises in Akesu.

At present, the company's 3 production lines, apart from one for personal use, the remaining two are for a textile enterprise in Dezhou, Shandong, and more than 20 self employed individuals from Wenzhou.

There are quite a few people in Wenzhou who have rented the production line here.

Analysis: according to Fang Hongyan, general manager of Akesu Tianshan cotton industry, in June this year, most of the Wenzhou bosses had "scheduled" cotton in the local cotton fields, and promised cotton growers to buy cotton at a higher price than the market price, and leased the production line to local cotton processing enterprises ahead of schedule to prepare for the autumn acquisition and processing of cotton.

There are nearly 50 cotton processing enterprises in Akesu, most of which were built by businessmen from Wenzhou in Xinjiang around 2003.

Chen Shiwen, executive vice president of Wenzhou chamber of Commerce in Akesu, said that when cotton prices began to rise in February this year, "self-employed" came to Akesu to buy cotton, ready for hoarding, but at that time cotton was basically sold out, and most of the Wenzhou villagers returned empty handed.

According to some cotton merchants in Wenzhou, although the Wenzhou people who are preparing for the cotton business do not have much money in their hands, they are only 23 million yuan per person. But when they combine themselves, they can quickly gather tens of millions of yuan or even hundreds of millions of yuan in purchasing funds.