城市群人口聚集
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不出意外,中国未来一半人口将流入这几个城市,房价将报复性反弹
Sou Hu Cai Jing· 2025-04-23 01:13
Core Viewpoint - The article discusses the potential for a rebound in housing prices in major Chinese city clusters due to population inflows, especially in the context of a declining overall population trend in China [1][3]. Group 1: Major City Clusters - The Beijing-Tianjin-Hebei city cluster is expected to see strong housing price support due to its status as China's political and cultural center, along with its rich technological resources and top-tier educational institutions [3]. - The Yangtze River Delta city cluster, contributing to a quarter of China's economic output, is anticipated to experience increased population concentration and sustained housing demand as regional integration progresses [4]. - The Pearl River Delta, now part of the Guangdong-Hong Kong-Macau Greater Bay Area, is projected to attract more population and capital, bolstered by its economic strength and government planning [5]. - The Chengdu-Chongqing city cluster aims to transition into a world-class city cluster by 2030, enhancing its population aggregation and economic significance [6]. - The Central Plains city cluster, with Zhengzhou as a pivotal city, is positioned to facilitate industrial transfers and regional development, potentially leading to significant growth [7]. - The Liaoning Central South city cluster is recovering economically and is expected to become a key area for population and resource aggregation in Northeast China [8]. Group 2: Global Context and Implications - The article draws parallels with global urban agglomerations, highlighting that similar population concentration trends have led to housing market pressures and rising prices in developed countries [10]. - It suggests that over half of China's population may converge in these major city clusters, indicating a significant opportunity for investment in real estate within these areas [10]. - The article encourages proactive investment in these core cities, emphasizing the potential for substantial returns as these urban clusters continue to develop [10].