【控增量、去库存、优供给 地产新政重塑房企现金流节奏】8月28日，住房城乡建设部等三部门联合出台新政，要求有序推进预售门槛提至建筑结构主体封顶、预售资金全额监管、现房销售“新老划断”，商品房销售制度迎来历史性变革。接受证券时报记者采访的业内专家认为，这场改革精准呼应中央对房地产工作“控增量、去库存、优供给”的定调，将重塑房地产开发的现金流时序，过去“拿地—开工—预售—再拿地”的高周转模式难以为继，供给、库存与行业竞争格局的连锁变化由此展开，房地产运行逻辑正在被系统性重塑。
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