Workflow
不出意外,中国未来超50%人,将流入这几个城市,房价或报复性反弹
Sou Hu Cai Jing·2025-06-24 22:27

Core Viewpoint - The article emphasizes the importance of population flow in determining future real estate prices, suggesting that cities with significant population inflow will see rising housing demand and prices [1][11]. Group 1: Population Inflow and Economic Growth - The Beijing-Tianjin-Hebei urban agglomeration is projected to attract a large population, with a GDP of 11.5 trillion yuan in 2024, which is 2.1 times that of 2013, and GDP growth rates of 5.2%, 5.1%, and 5.4% for Beijing, Tianjin, and Hebei respectively, all exceeding the national average [3]. - The Yangtze River Delta urban agglomeration, centered around Shanghai, is expected to generate a GDP of over 33 trillion yuan in 2024, accounting for nearly a quarter of the national GDP, with Shanghai's population exceeding 25 million and a GDP surpassing 6 trillion yuan [5]. - The Pearl River Delta urban agglomeration, comprising nine cities, is projected to create a GDP of 14 trillion yuan, with Shenzhen and Guangzhou as the main economic drivers, showcasing resilience with a foreign investment growth rate of 7.3% in 2024 [7]. - The Chengdu-Chongqing urban agglomeration's GDP is expected to grow from 8.2 trillion yuan in 2023 to approximately 8.6 trillion yuan in 2024, attracting population from the central and western regions [9]. Group 2: Housing Market Dynamics - Long-term housing prices are positively correlated with population inflow, as seen in cities like Tokyo and Seoul, where population density supports higher price ceilings [11]. - Continuous population inflow leads to increased housing demand, resulting in price hikes, as evidenced by the significant rise in housing prices in major cities like Beijing, Shanghai, Guangzhou, and Shenzhen over the past two decades [12]. - Population concentration fosters economic activities, business growth, and increased tax revenues, enhancing regional attractiveness through improved infrastructure and public services [13]. Group 3: Investment Considerations - For individuals seeking to buy property, aligning housing decisions with career prospects is crucial, with recommendations for cities based on industry sectors, such as finance in Shanghai and Shenzhen, internet in Hangzhou and Shenzhen, and manufacturing in Suzhou, Chongqing, and Dongguan [15]. - For young professionals with limited budgets, renting may be a more viable option until they can afford to purchase property [15]. - The future of housing is primarily for living purposes, with potential for value appreciation, necessitating a balance between personal needs, career development, and population trends in urban areas [17].