According to the incomplete statistics of Zhongfang.com, in the past month, at least 33 cities including Jiangsu Fuyang Taizhou Wuxi Liaoning Shenyang Taiyuan Jiangxi Jiujiang Yichun Zibo Yibin Zhejiang Yiwu Huangshan Shandong Dezhou started the war of housing subsidies, and "real money and silver" helped the demand for housing.
Judging from the classification of housing subsidies, they are mainly divided into two categories: one is subsidies for key specific groups, including subsidies for talents to buy houses and subsidies for families with two or three children; The other is to reduce the deed tax on house purchase by stages.
Among the above cities, Sichuan has intensively implemented policies related to housing subsidies. Recently 1 month, seven cities including Yibin, Suining, Luzhou, Mianyang, Ya 'an, Ziyang and Leshan issued new housing subsidy policies. Previously, three cities in Sichuan, Zigong, Dazhou and Meishan, have introduced policies related to housing subsidies.
At the same time, Taiyuan, Shanxi and Wuxi, Jiangsu issued housing subsidy policies more than once in the month. For example, according to the policy of Taiyuan, Shanxi Province on May 23, different amounts of housing subsidies were given to relevant qualified talents. 10 days later, Taiyuan issued a new policy to cancel the five-year length of service limit for talents to apply for housing subsidies. Less than 20 days after Wuxi, Jiangsu introduced the subsidy policy for talents to buy houses in three districts, it also introduced the policy that commercial houses can enjoy 50% subsidy deed tax.
It is worth noting that Hunan Province and Henan Province have proposed at the provincial level to support local governments to study and introduce policies and measures to promote the virtuous circle and healthy development of the real estate market according to local conditions, such as issuing purchase vouchers, purchase subsidies and deed tax subsidies. It is expected that many cities in the province will join the ranks of housing subsidies in the near future.
? Intended to boost the real estate market
Judging from the cities that currently provide housing subsidies, they are mainly second-tier cities and third-and fourth-tier cities. Behind the intensive introduction of housing subsidy policies in various places, it is not unrelated to the low operation of the property market.
For example, according to the statistics of Sichuan Provincial Bureau of Statistics, the investment in real estate development in Sichuan Province increased by 2.9% from June to April this year, the construction area of commercial housing increased by 1.0%, and the sales area of commercial housing decreased by 13. 1%, while the sales area of commercial housing decreased by 6.7% from June to March this year.
Another example is Henan, where the 202 1 real estate market is generally difficult, and the real estate markets of Luohe and Hebi, which released the new property market policy mentioned earlier, are also not optimistic. According to the statistics of Luohe Housing Management Bureau, in February, 20211-65438+,Luohe signed 2 1624 sets of commercial housing, down 10.7 1% year-on-year. Another set of data shows that the sales area of Hebi 202 1 commercial housing is 2,076,200 square meters, down 8.7% year-on-year. In 2022, the market situation of the two cities has not changed.
According to the data of Ke Rui, in April this year, the transaction volume of urban commercial housing monitored by 100 was 20.53 million square meters, down 22% from the previous month, and the year-on-year decline was extended to 60%. Among them, transactions in first-tier cities decreased by 48% year-on-year, transactions in second-tier cities decreased by 60% year-on-year, and third-and fourth-tier cities ranked first with a year-on-year decline of 62%.
Under the pressure of weak second-tier cities, third-and fourth-tier cities and the continuous downward market, all localities have taken care of them at the policy level and actively introduced various policies such as housing subsidies, which is conducive to stimulating the just-needed and improved housing consumption, boosting market confidence and reversing market downward expectations.
Liu Lu, a professor at Southwestern University of Finance and Economics, said that the current property market in China is not only divided between cities, but also between different regions in the same city. At present, according to the development of the local property market, it is also a more accurate method of property market regulation.
? The effect remains to be tested in time.
It is worth noting that, as far as the current local policies are concerned, the subsidies for housing purchase in some cities are not particularly large, so it is not easy to achieve immediate results in the short term.
Bai Wenxi, chief economist of IPG China, believes that due to the external environment such as the epidemic, people's general consumption desire has declined, and it is difficult to boost the property market in the third, fourth and fifth tiers. Therefore, policy support should suit the right medicine and make precise policies in order to be effective.
Similarly, in the view of Lu Wenxi, an analyst of Shanghai Zhongyuan real estate market, "the intensity is limited." He believes that the property market in many cities with energy levels of 345 and below has been seriously damaged. Many cities actually started to introduce subsidies earlier than the central bank's actions, but so far, the market has not seen a clear response. If the economic vitality is not released and the industrial development can't keep up, then people can't stay, and the final result is that consumption can't go up.
Jaco, dean of the branch of Anjuke Real Estate Research Institute, pointed out that from the current relaxed environment of the property market as a whole, local housing subsidies are mostly part of the "combination boxing" of local regulation and relaxation. The effect of a single policy on market release is relatively limited, and it needs to be combined with other regulatory relaxation policies to have a certain impact on the market.