房地产再定位
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上财报告:房地产定位正转向“民生基石”与“创新载体”
Xin Hua Cai Jing· 2025-10-13 02:35
盛松成提出构建房地产发展新模式四大路径:加快完善保障住房体系,解决城市低收入人群以及新市 民、青年住房困难等问题;推动建设安全、舒适、绿色、智慧的"好房子";依托城市更新,盘活存量市 场;鼓励人口返乡创业,释放三四线城市房地产潜力。 上海交通大学安泰经济与管理学院特聘教授陆铭表示,我国房地产市场仍有增量空间,但呈现出明显的 结构性分化。他提出"精准施策",强调应遵循"需求牵引供给,供给创造需求"的调节逻辑。对于人口流 入地区,关键在于打破行政区划限制,实现建设用地指标随人口流动而配置;在住房保障方面,他呼吁 发展规范化的租房市场,推动"租购同权",并将保障范围从"人才"延伸至广大普通劳动者。面向未来, 他认为,房地产行业需把握服务化、绿色化、适老化等新需求,通过减少空间错配、推动都市圈一体化 发展、公共住房服务配套等路径,最终实现供需匹配与可持续发展。 编辑:谈瑞 新华财经上海10月13日电(记者 王淑娟)12日,上海财经大学主办的2025年三季度宏观经济专题研讨 会举行。上海财经大学副校长靳玉英表示,房地产市场的调整,不仅是行业周期性波动的体现,更是中 国经济向高质量发展转型中必须应对和解决的系统性课题。在 ...
房地产定位转向“民生基石”与“创新载体” 2025年三季度宏观经济专题研讨会在沪举办
Zheng Quan Shi Bao Wang· 2025-10-12 11:12
Group 1: Real Estate Market Repositioning - The core viewpoint emphasizes the need for a "repositioning" of the real estate market in China, transitioning from being an economic pillar to a dual role as a "foundation for livelihood" and an "innovation carrier" [1] - The report highlights that the traditional model of "high leverage, high debt, high turnover" is no longer sustainable, necessitating a new development model for real estate [1] - The central government aims to alleviate housing difficulties for new citizens and youth by promoting high-quality housing construction and urban village renovations [1] Group 2: Economic Dependency on Real Estate - Experts argue that China must gradually reduce its reliance on real estate for economic growth, as the current development stage cannot support significant economic boosts from the real estate sector [2] - There is a persistent imbalance between new housing supply and urban population growth, indicating a shift towards a secondary market dominated by second-hand housing transactions [2] - The changing housing consumption concept is reflected in the growing rental market and increasing proportion of existing home sales [2] Group 3: Structural Differentiation in Real Estate - The real estate market in China shows structural differentiation, with strong demand in urban areas experiencing population inflow, while areas with population outflow face contraction [3] - The need for "precise policies" is emphasized, advocating for supply driven by demand and the creation of demand through supply [3] - The call for a standardized rental market and extending housing security to a broader range of workers is highlighted [3] Group 4: Office Market Dynamics - The office market is currently characterized by oversupply, particularly in major cities like Shanghai, Beijing, and Shenzhen, leading to a downward trend in rental prices [4] - The demand for office space is showing signs of gradual recovery, but the disparity among different sectors remains significant [4] - Proposed strategies include controlling new supply, enhancing old building renovation mechanisms, and improving rental monitoring to boost market confidence [4]