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楼市双轨制,终于要落地了!
大胡子说房·2025-06-06 09:30

Core Viewpoint - The introduction of "sales-type affordable housing" in Shenzhen marks a significant shift in the real estate market, establishing a dual-track system that separates market housing from affordable housing [1][2]. Group 1: Definition and Differences of Affordable Housing - The new affordable housing categories include public rental housing, rental housing for new citizens and talents, and sales-type affordable housing aimed at residents with housing needs [1]. - Sales-type affordable housing will be managed under a closed system, prohibiting any conversion to market housing, contrasting with previous types like affordable housing and talent housing that allowed for such conversions after a certain period [2]. Group 2: Impact of Dual-Track System on the Real Estate Market - The dual-track system alters the logic of the current real estate market, redefining housing primarily as a living tool rather than an investment vehicle [3][4]. - This shift will lead to a gradual "de-financialization" of many properties, affecting their monetary attributes and reducing the demand for market housing as the focus shifts to affordable housing for first-time buyers [5]. - The market will see a polarization where core urban areas maintain value due to limited supply and strong demand, while peripheral cities may experience declining prices and reduced liquidity [5][6]. Group 3: Price Stability and Market Conditions - The dual-track system is not expected to significantly impact housing prices in the short term, as macroeconomic factors and liquidity issues are the primary determinants of price movements [7]. - The current real estate market is in a stabilization phase, with limited upward or downward price movement anticipated [8].