Statistics from the Central Plains Real Estate Research Center show that since the beginning of this year, the number of national property market regulation policies has exceeded 140, and the number in a single month has exceeded 40, with an average of 1.3 per day. According to the "Securities Daily" reporter's observation, under the general tone of "housing and not speculating", the core of these policies is to strictly investigate the illegal capital inflows such as operating loans, talent settlement, land supply, and rectification of intermediaries.
Precise control focuses on "linkage"
Ni Hong, Vice Minister of Housing and Urban-Rural Development, interviewed Guangzhou, Hefei, Ningbo, Dongguan, Nantong and other five cities on April 8, all of which have high market enthusiasm, rising house prices or land prices, and obviously unstable market sentiment and expectations.
"Unlike the government's supervision of real estate regulation in hot cities in previous months, this' interview' superimposed two' realities' (effectively improving the political position and effectively shouldering the main responsibility of the city)." Chen Wenjing, deputy research director of the Index Department of the Central Reference Institute, told the Securities Daily reporter that from the interview, the central government paid more attention to the evaluation of the effect of local control policies, emphasized the pertinence and timeliness of control, and introduced more precise policies to ensure the smooth operation of the real estate market.
Through this phenomenon, we can see the dominant thread of new regulatory ideas. Strengthening the evaluation of policy implementation effect is a new formulation, which shows that the implementation of urban main responsibility will be further implemented, because urban policies will be more accurate and effective. Various localities have also put forward new measures in view of the new situation. For example, in Hefei, at the beginning of this year, there was a situation in which the owners held a group to raise prices. Later, Hefei interviewed the relevant owners, saying that all those who bid up housing prices in the future should be interviewed.
"Improving the linkage mechanism of population, land and housing" is also a new formulation, focusing on linkage. It is necessary to link "people, land and housing" with resources such as urban job-housing balance and related industries, and consider the related fields such as economy, population and education together.
"Behind the Ministry of Housing and Urban-Rural Development's interviews with five cities, including Guangzhou and Dongguan, speculation in the real estate market in these cities is on the rise, and house prices are expected to rise strongly. Although these cities have introduced regulatory policies before, they are not strong, targeted and timely. " Li, chief researcher of the Guangdong Housing Policy Research Center, told the Securities Daily that the common problem of these cities as the core cities of the metropolitan area is the continuous inflow of population, but the current regulatory policies do not take into account factors such as real estate and population, employment, education, land, planning and supply structure, which leads to fragmentation of policies.
Chen Wenjing told the "Securities Daily" reporter that the future policy will continue to follow up in the following aspects: the improvement of the linkage mechanism of population, land and housing; Overall coordination of regulatory policies, population settlement and compulsory education; Strengthen the management of second-hand housing transactions.
Rental housing "guarantees" young people.
"The policy requires the linkage of people, houses and land, and the net population flows into cities to increase land supply, mainly to solve the problem of insufficient supply of housing land in some places." Xu Xiaole, chief market analyst of RealData, told the Securities Daily that affordable housing and land supply should be linked to population changes.
On April 9th, Ni Hong held a symposium on affordable rental housing, which was attended by people from six cities including Beijing, Shanghai, Guangzhou, Shenzhen, Fuzhou and Nanning. Ni Hong stressed at the symposium that cities with large population inflow and high housing prices should scientifically determine the construction objectives and policies and measures of affordable rental housing during the Tenth Five-Year Plan period, implement the annual construction plan, and the government should give policy support to land, finance and taxation, and guide multi-subject investment and multi-channel supply. Actively use collective construction land, idle land of enterprises and institutions, supporting land of industrial parks and idle houses in stock to build and rebuild affordable rental houses, adhere to small-sized houses and low rents, and do our utmost to help new citizens and young people, especially those engaged in basic public services, alleviate their housing difficulties.
On April 1 1, Dongguan Housing and Urban-Rural Development Bureau issued "Dongguan Housing and Urban-Rural Development Bureau Act Quickly to Implement the Regulation Requirements of" One City, One Policy ". One of them is to speed up the construction of affordable housing, policy rental housing and a housing system with property rights. Continue to strengthen the construction of talent housing, broaden the channels for raising talent housing, increase the efforts to raise affordable housing, accelerate the pilot construction of "three-limited housing", and effectively meet the multi-level housing needs of different groups.
All kinds of signals show that renting a house can also improve the quality of life as long as the policy is well guaranteed. Affordable housing, long-term rental housing and * * * property housing are all ways to reduce the burden of young people buying houses, and they are also one of the prescriptions to solve the outstanding housing problems in big cities.
For those who have difficulty in buying a house in a big city, after renting and purchasing the same rights, relevant policies such as settlement and education will also adapt to the housing policy, so it will not be so difficult for young people to stay in a big city. However, it is necessary to strengthen the management of second-hand houses in order to cooperate with "regulation policies, population settlement and compulsory education". After all, school district housing is usually the vane of price fluctuation in the second-hand housing market, and with the rapid increase of the transaction scale of stock housing, the linkage between new housing and second-hand housing market has further become a new feature of property market transactions.
Strengthen the "management" of the second-hand housing market
As we all know, the liquidity of the second-hand housing market is usually one of the weathervanes for developers to judge the layout of the new housing market. The previous regulation focused on the new housing sector, and the second-hand housing market did not seem to have too many restrictions and guidance, but this year's regulation was obviously different, and it entered the strict control intermediary mode.
Statistics from the Central Plains Real Estate Research Center show that since the beginning of this year, especially in the last month, more than 15 cities across the country have issued price limit policies and notices for second-hand housing agents and second-hand housing owners. For example, Hangzhou, Dongguan, Shenzhen and other cities have introduced second-hand housing price limit policies; Wuxi, Chengdu, Guangzhou, Hefei, Beijing, Shanghai and other cities have also recently issued relevant notices and policies on illegal quotation and price gouging of second-hand houses.
"For first-and second-tier cities, the second-hand housing market has occupied a dominant position in the market, especially in first-tier cities, and the second-hand housing market accounts for more than 80% of the market turnover." Zhang Dawei, chief analyst of Zhongyuan Real Estate, told the Securities Daily that the price control of second-hand houses in the past was a blank spot in the market compared with the price control of new houses. Since Shenzhen and other cities, more than 9 cities have recently started to control the prices of intermediaries and second-hand housing owners.
Zhang Dawei further said that from the market trend, this round of second-hand housing price control is a new thing in this round of real estate control, and the release of Shenzhen's second-hand housing transaction reference price provides a "model" for cities. It is expected that the second-hand housing price control in first-and second-tier cities nationwide will become a trend.
"From the recent intensive regulation and interviews, with the economic recovery in China, in order to expand domestic demand and build an engine of consumption growth, strong regulation has become the main tone of the property market. At the same time, with the policy of tightening funds such as credit line control and operating loans, the momentum of the recovery of the real estate market will be significantly weakened. " Li told the "Securities Daily" reporter that it is expected that house prices in hot cities will reach a stage high in the first half of the year, and the transaction volume will fall back in the second half. In some areas where the previous increase is relatively large and there are many foreign real estate speculators, there may be price cuts.
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