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上海、深圳又在出现3大怪现象,开始逐步蔓延,值得每个人深思
Sou Hu Cai Jing· 2025-05-21 08:47
Group 1 - Major cities like Shanghai and Shenzhen are experiencing a stark contrast between luxury real estate and impoverished areas, with a housing price-to-income ratio reaching 100:1 in core urban areas [3][5] - The phenomenon of luxury homes coexisting with slums is a result of distorted real estate development, where high land prices are passed on to urban villages, creating a cycle of wealth extraction from affluent areas and poverty creation in others [3][5] Group 2 - Despite lowering household registration barriers to attract talent, major cities are witnessing accelerated population outflows, with Shanghai losing 72,000 residents in 2024, while the number of incoming residents decreased by 238,000 [5][6] - Contributing factors to this trend include stagnant income growth, high living costs, and a decline in blue-collar job opportunities due to manufacturing relocation and layoffs in the financial sector [6][8] Group 3 - Retail dynamics have shifted dramatically, with luxury stores seeing a significant drop in foot traffic, while discount stores thrive, exemplified by a 35% drop in average transaction value for LVMH in China, despite a 20% increase in purchase frequency [8][12] - The increase in foreclosed properties by 35% in 2024 indicates a collapse of wealth effects, pushing the middle class to cut spending and downgrade their consumption habits [9][12] Group 4 - The widening wealth gap is attributed to certain interest groups capturing most of the urban development benefits, while the relocation of manufacturing has deprived ordinary workers of upward mobility [12] - High operational costs are driving businesses away from urban centers, with vacancy rates in office buildings in Shenzhen exceeding 30% [12][14]