【财经分析】“存量突围”“地尽其用” 要素市场化配置改革激活土地新潜能

Core Viewpoint - The State Council has approved a pilot implementation plan for the market-oriented allocation of factors in ten regions, aiming to enhance the efficiency of land resource allocation and promote high-quality economic development by 2027 [1][2]. Group 1: Policy and Implementation - The pilot program is part of a broader effort to deepen the market-oriented allocation of factors, transitioning from administrative allocation to market-driven mechanisms to improve land resource utilization efficiency [2][3]. - The pilot areas include Beijing's urban sub-center, Hangzhou-Ningbo-Wenzhou, Hefei metropolitan area, and nine cities in the Guangdong-Hong Kong-Macao Greater Bay Area [1][2]. Group 2: Regional Developments - In Hangzhou, local authorities are implementing low-efficiency land redevelopment strategies, including optimizing land supply models and promoting "industrial upgrading" to enhance land use efficiency [3][4]. - Guangzhou has introduced a comprehensive reform plan to improve land utilization efficiency, including innovative approaches to marine land use and a "two rights unified" transfer model [4]. - Hefei is focusing on new industrialization strategies, particularly in the electric vehicle sector, with significant projects aimed at revitalizing low-efficiency industrial land [5][6]. Group 3: Rural Land Reforms - The reform of collective construction land is seen as a key breakthrough in breaking the urban-rural land divide, facilitating the entry of collective land into the market and enhancing rural asset value [6][7]. - Hefei has established a system for the market entry of collective construction land, with successful pilot projects already completed [6]. Group 4: Future Directions - The National Development and Reform Commission plans to adopt a problem-oriented approach, encouraging differentiated reforms and timely evaluations of pilot outcomes to create replicable models nationwide [7][8]. - Companies are encouraged to engage with local governments to revitalize existing commercial projects and land, optimizing their asset structures in response to the new policies [8].