楼市去库存利器来了，上海市中心动迁也开启“房票机制”

Core Viewpoint - The implementation of the "housing ticket" policy in Shanghai is expanding from suburban areas to the central urban area, aiming to accelerate the de-inventory of existing properties and provide more flexible compensation options for residents affected by land acquisition [1][2]. Group 1: Policy Implementation - The "housing ticket" policy allows for compensation through housing tickets for land acquisition in both urban and suburban areas of Pudong New District, including new residential projects that meet certain criteria [1]. - Residents opting for housing tickets can receive a policy reward, which can increase the maximum purchase funds by a specified percentage, enhancing their purchasing power in the real estate market [1]. - The policy is designed to encourage residents to reinvest their compensation funds into new properties, thereby stimulating market demand [3]. Group 2: Historical Context - The housing ticket mechanism previously played a significant role in the real estate market during a past inventory reduction phase but faded from prominence after 2018 [2]. - Recent pressures from urban village renovations and inventory reduction have led to a resurgence of the housing ticket policy, with cities like Guangzhou leading the way in its reintroduction [2]. Group 3: Market Impact - The introduction of the housing ticket in central urban areas, such as Xuhui District, has generated interest and is expected to boost transaction volumes in both new and second-hand property markets [4]. - Analysts observe that the flexibility of the housing ticket, which does not restrict the purchase area within Shanghai, encourages residents to invest their compensation in the housing market, thus aiding in demand release [3][4].