地产区域板块表现活跃荐股哈

地产：区域板块表现活跃 荐1 股 类别： 机构： 研究员：

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上周（2015/5//5/24）17个城市合计成交417.6万平米，环比上升 .49%，去化周期为15.2个月，较之前一周下降1.5，周表现二线城市杭州厦门青岛涨幅靠前，而一线城市全部环比下跌。近期大盘强势上涨，创业板表现强势，地产板块公司仍然以多元化转型为主流，上海板块及通州板块也开始活跃，我们在文内梳理了近期地产股转型的主要方向供投资者参考，医疗健康、大金融、及成长性行业是地产转型的热点。我们推荐组合包括已完成员工持股利益绑定，转型机器人的中南建设，以及目前估值偏低、转型新能源及金控逻辑清晰的冠城大通，以及中洲控股、天宸股份、建发股份、世茂股份、天健集团、深振业等，本期组合加入华业地产，我们看好公司医疗全产业链服务和供应链金融业务的长期发展。龙头房企目前显著低估，我们推荐招商地产、保利地产、万科及华侨城作为组合配置。

支撑评级的要点市场概况：上周我们观察的17个城市合计成交面积417.6万平米，环比上升 .49%；价格指数环比上升5.1%至218.1；十五大城市新增可售面积 11.1万平方米，环比下降2.4%， 个月移动平均去化月数为15.2个月，较之前一周下降1.5， 个月移动平均批售比为0.84，比上周下降0.0 。

政策动态：上周，财政部下拨保障房专项资金1,24 亿；天津出台公积金新政；国务院同意北京开展服务业扩大开放试点；消息称房地产营改增方案或6月初公布；长江经济带发展规划已上报国务院；传通州城市副中心获批。统计数据显示：5月70城房价环比上涨0. %；2 个重点城市中12个完全执行二套房新政。另外，标普、惠誉称中国房地产有复苏迹象；淘宝推海外房产投资新模式。

上市公司动态：多元化方面，大名城拟投资100亿设立名城金融控股集团；泰禾集团、阳光城参与发起海峡人寿；昆百大A拟设立金融服务公司；华丽家族认购厦门国际银行股份；深圳华强拟收购湘海电子；绵世股份购买康平铁路玻璃钢公司股权；大港股份增资港能电力；上实发展收购北京复方科技股权；国兴地产收购丰润投资咨询公司股权；中洲控股收购上海盛博房地产公司。融资方面，嘉凯城拟定增募资用于“城市客厅”等项目；其他方面，大港股份大股东吸收合并二股东；中关村、迪马股份、国兴地产现股东减持；华夏幸福和青岛政府签订意向协议。

中银国际关注的上市公司4月销售数据显示月销售额环比平均上升27.26%，前4个月累计销售额同比平均上升1.61%。

紧接着还将推出Facebook版和Android版。我们已经迫不及待了。（(转自游戏邦)）Prototyping at Wooga: How to find the needle in the haystackby Antti HattaraBeing successful on mobile is no small ether you re a indie developer or a more established company, choosing the right projects to work on can be a demanding task.I lead the Pocket Studio at Wooga, where we re focused on making casual, mass-market ing in the business of making games, there s a seemingly simple way of telling if a prototype is a winner; is it fun?That sounds straightforward. But how do you evaluate this?While it s by no means a perfect recipe for success, a three-phase framework currently helps us evaluate our ase One: The PitchA new idea always starts with a person and the ideas themselves can come in many different me can be harder than others to explain, and at this stage it s usual that most ideas sound like they could have a lot of make the ideas more comparable we reduce them to a pitch line and a one-pager that communicates the core gameplay and the twist (or why it is unique, or better).It sounds short, but one page should be enough to successfully communicate the idea and why it s special. It also pushes you to think from the player s th the one pager a few things should be clear:Objective: Is it clear what we want to do/achieve?Opportunity: Does it sound appealing?Manageable scope: Does it have a well-defined and clear goal? An understandable spec?Desire: Is it appealing to work on? Is there potential for iterations?If there are several different ideas, this process helps us evaluate which adds the biggest twist or is the most unique and which has the biggest potential re s an example of something we moved forward with; a move-based, line-drawing puzzle game with re we could see that we d be testing the mechanic with levels, and that this would make it easier and faster to ase Two: The Prototype ScoringWith the prototype we re looking at two things; is it intuitive, and is it replayable?To find out if it is intuitive we do user testing. We want to confirm that the basics are in order, that the theme is exciting, and that there is an intuitive you are going for a mass-market game those are going to be tough to fix evaluate these you need to have reference benchmarks which can either be previous tests or tests done with a competitors game. One s sneakier than the other, but both e second step is to add some method of scoring into the game that sets the focus and gives you a rough, yet broad, overview of your game s strengths and weaknesses. It also introduces meaningful choice, essential for making a game th Jelly Splash we used level targets, and in Pocket Village we used ese both meant that players would come back, and with Pocket Village in particular, players would have to make choices that determine the course of their progression with limited moves or ase 3: CompetitionsBy this stage the aim should be to have a fun game that is approachable. In phase 3, our objective is to test The depth of design, and Extendability (i.e. get a sense of how much the game requires on the content side).A competition helps test the game with a larger amount of users and over a longer period of time. We used a Facebook group to source players to share their experiences and om here, we could measure engagement and a lot of players are dropping out at level 3, then chances are level 3 is too adding a 3-star scoring system enough to ensure people come back, or would a high score list be better suited to your game?These are all scenarios this stage should answer. If people simply aren t coming back, is it time to call it a day on this prototype?But if the third stage is successful, you might just be onto a mmaryThis is by no means a fixed recipe for success I wish!Tastes changes, players evolve and there is no sure fire bet in the app world. This approach has served us well so far, though, and sticking to the following three steps has already produced some interesting ase 1: The game should be well defined and appealing, i.e. the core and the twistPhase 2: Intuitive replayable, i.e. solid idea for fun via meaningful choicePhase 3: Engaging extendable, i.e. scalable and the design works for free-to-playThe examples used in this article for LINES have since turned into Jelly e game has passed every test we could throw at it, and so we announced it today on stage at Casual Connect SF will launch on iPhone and iPad on 15 August, shortly followed by the Facebook and Android versions of the game. We can t wait.(source:pocketgamer) 文章导航Previous Previous post: 手游和主机游戏研发应互相学习什么？下一条 Next post: 张柏芝、谢霆锋和王菲 投资评级和建议股指活跃，但地产蓝筹依然疲弱，热点在成长行业及转型企业，以及部分区域板块上，我们推荐关注：中南建设、冠城大通、中洲控股、天宸股份、建发股份、世茂股份、天健集团、深振业、华业地产等。蓝筹地产股估值严重偏低，目前处于等风来的阶段，推荐顺序为：招商地产、保利地产、万科、华侨城。