Core Viewpoint - The article discusses the recent housing development plans released by various cities in China, highlighting a trend of reduced supply of commercial housing land and a shift towards optimizing housing supply and increasing housing security measures [1][3][6]. Group 1: Commercial Housing Land Supply - Beijing plans to supply 240-300 hectares of commercial housing land this year, a decrease from last year's lower limit of 300 hectares [3]. - Chengdu's new commercial housing land supply is set at 9,000 mu, down by 2,500 mu, representing a decline of approximately 21.7% compared to last year [3]. - Hangzhou's residential land supply plan for this year is 517.32 hectares, a reduction of 271 hectares, or about 34.4% from last year [4]. Group 2: Housing Security Measures - Many cities are adjusting their targets for the construction of affordable housing, with Beijing planning to build 50,000 rental housing units this year, down from 70,000 last year [8]. - Tianjin's plan includes 358 units of affordable housing, significantly lower than last year's target of 7,000 units [8]. - The focus is shifting towards acquiring existing commercial housing for use as affordable housing, which aligns with the current market conditions and aims to alleviate inventory pressure [9][10]. Group 3: Market Dynamics - The reduction in land supply is seen as a strategy to balance market supply and demand, with cities aiming to enhance land quality and optimize supply structure [5]. - Analysts indicate that the focus on land quality and location will significantly impact developers' costs and market demand for projects [5]. - The trend of reducing affordable housing construction targets does not imply a decrease in overall supply, as cities are diversifying sources of affordable housing [9][10].
多地年度住房发展计划出炉,出现一个重要特征
21世纪经济报道·2025-05-12 14:43