Lets let go of Guangzhou!Suzhou "take off"!Shanghai follow -up!The battle for wealthy people in the country has begun
For more than two years, it finally came to the finals.
This vigorous rich man competes for the fierce entry!
At the end, who can win?
The source of this battle comes from a statement from the Ministry of Housing and Construction.
On January 26, the Ministry of Housing and Construction proposed at the meeting that must fully give cities to regulating autonomy, and cities can adjust the real estate policy according to local conditions.
Prior to this, the focus of the Ministry of Housing and Construction was "adapt to local conditions, one city and one strategy", and this time the statement is equivalent to the power of official real estate regulation and control.Go down to the place.
As soon as the words are released, the effect can be described as immediate. In the past four or five days, the rescue of the city has taken several big steps in a row with a pace that six relatives do not recognize.
Just a day in the past, just a day in the past, On January 27, Guangzhou, Guangzhou, once again became the first city to respond.
The two most heavier policies:
Cancel on restrictions on restrictions, and buy as if you want to buy.
The second is that no matter how many houses you have in your name, as long as the rental is leased or the listing is publicly listed, it will not be included in the number.
You know, as early as September last year, Guangzhou has released most of the peripheral regions including Huangpu and Panyu, which is superimposed with the new policy. GuangzhouMost of the purchase restriction policies have been released.
The elasticity of this level can be said to be preceded in first -tier cities.
Following it, the best in the strong second -tier cities has the Suzhou, which is known as the strongest prefecture -level city.
Yes, it is the kind of release without reservation.
No matter if you have Suzhou household registration or social security, no matter how many houses, how large you have, or not, you can buy real estate unscrupulous in Suzhou.
Suzhous words have not yet landed, Shanghai also relaxed the purchase restriction policy outside the outer ring on the same day.
First -tier cities and strong second -tier cities have ended, plus the BUFF superimposed by the Ministry of Housing and Urban -Rural Development ...
It is foreseeable, The larger movement of the first -tier cities is not far away, and the remaining second -tier cities are faster than "streaking" ...
The new round of rescue tide is coming again.Essence
Although they are all rescue, this round of rescue is not the same as before.
The main force of rescue the market in the past two years was second-, third and fourth -tier cities, and the policy was rushing, but the effort was half effort.
In the past two years, everyone was stimulating to just need it. The first -tier siphon second line, the third and fourth line even hit the county and the countryside.
And the idea of rescue the market this time is much clearer. To put it bluntly:
Core cities to rich people to rich peopleThe competition.
Take Guangzhou as an example, cancel the purchase restriction of residential houses with more than 120 square meters, and create a "rent/listing set to buy a set".
This is already the heart of Sima Zhao, obviously running for high net worth groups and improving the replacement group.
Besides Suzhou, as early as last year, Suzhou canceled the purchase restriction policy of more than 120 square meters. It should be the earliest core cities that cancel the earliest luxury purchase restrictions in the country.
And this time Suzhou fully released the purchase restriction, saying that wearing is a further competition for rich people.
Because Suzhou said that it is a comprehensive release restriction, but in fact, except for the six districts in the city, there is no restriction on the rest of the place.
Suzhou this time to truly relax the purchase restriction area is the six districts in the city with high -quality purchasing power (Gusu, Xiangcheng, Wuzhong, New District, Park, Wujiang).
Beijing, Shanghai, and Shenzhen seem to be flat and stable, not anxious, but not idle.
In November last year, the north and depths almost adjusted the property market policy at the same time.> Luxury Line.
In the previous four first -tier cities, there were Guangzhou luxury homes in the four first -tier cities the lowest, and only the area of more than 144 square meters was considered a mansion.
In addition to the area restrictions in Shenzhen, Shanghai, and Beijing, there are limits of total price.
For example, the luxury house in Shenzhen refers to the construction surface of more than 144 square meters, and the total price is higher than 7.5 million.
Beijing has more than 140 square meters, the total price of the sixth rings is higher than 2.8 million, and the total price within the fifth ring is higher than 4.68 million.
Shanghai is also similar. The construction surface is more than 140 square meters. The total price of the outer ring is higher than 2.3 million, and the total price of the inner ring is more than 4.5 million.
This caused the houses that were deep in the north at that time were almost all luxury homes.
Many improved users were trapped in the replacement chain because of the high total price and high taxes.
So in November last year, Shenzhen, Beijing, and Shanghai have adjusted the standards of luxury homes and uniformly canceled the restrictions of the total price segment of the mansion.STRONG> has inspired a large number of improved purchasing power.
It can be said that the core city locks the key points of rescue the market early on the rich people.
Is it really the only rich person to save the property market?
In fact, the "rescue owner" of the property market may not necessarily be the rich, but letting the rich rescue the market is the highest cost -effective choice.
From the data statistics statistics, in the first three quarters of last year, among 20 cities in the country, more than 120 square meters or more areaThe unit transaction in the section is almost 20%, and the proportion of some second -tier cities has even exceeded 50%.
And this proportion is still increasing year by year.
Take Guangzhou as an example. In 2023, a totalNearly 5 percentage points.
From this, we can see that improving the group still has great potential to dig.
In addition, it is also very important. Core cities want to save the market, grab high -quality purchasing power, and activate the improvement of the replacement group.
Why do you say that?
First of all, although "house living does not fry" rarely mentioned, Yu Wei is still there, and he cannot really see it.
and prefer to stimulate the enthusiasm of the rich people to buy a house, which can not only create greater benefits, but also have more risks.
For example, last year, Xiamen, Suzhou, Chengdu and other cities were the first to cancel luxury home purchase restrictions.
The advantage of doing this is that it can not allow too many people to pour high in the property market and stir high housing prices, but also stimulate the purchasing power of rich people and activate the market.
In addition, it stimulates the purchasing power of the rich and cancel the luxury house restriction, which is also in line with the requirements of the State Council No. 14.
The most important signal expressed by the No. 14 is: Promote the establishment of a new model of the real estate transformation and development, allowing commercial housing to return to the attributesHousing demand.
to cancel the purchase restriction policy of luxury homes and release the demand for improvement, which is undoubtedly a key step to return commercial housing to the market attributes.
So rob the rich and let the rich people come to save the market. Regardless of cost, effect or safety, they are more in line with expectations.
The door of the property market has completely opened up the rich people, will the house price be pushed up?
As the core city cancels luxury homes restrictions, and even comprehensively relax the purchase restrictions, This means the further forming of the dual -track system of the property market.
The high -quality houses in the core area are destined to live in strange goods, but it is impossible to lead the property market.
The state of the future property market must be, the rise of the rise, the lying down, the falling down ...
Who should rise?Of course, it is improved houses and luxury homes.Who should lie?It is undoubtedly a guarantee housing , this part will assume the function of "living" of the core city, to accommodate more and more just needs.
In 2024, Guangzhou plans to build 10,000 sets of affordable housing and 100,000 affordable rental housing.
The first batch of distribution -type affordable housing in Shenzhen has been opened, with a total of 13 projects, and nearly 10,000 houses have entered the market.
The price of the distribution-type guarantee housing is 3-5 % off the price of the commercial housing market.
As the affordable housing system is fully rolled in first -tier cities, coupled with the cancellation of the purchase restriction in the suburbs, Flow to high -quality houses in the core area.
and the old -fashioned second -hand houses in the suburbs and core areas are undoubtedly the part of the decline and the most embarrassing part of the future market.
House prices in the suburbs will be hit hard, and since then, it will be stunned.
and the old breaking in the core area, the purchasing power of the receipt will be less and less, the transaction cycle will be longer, the market will lose its liberality, and the price will gradually be sideways.
The overall situation of the property market has been determined. Of course, the replacement of improved housing to the core area is of course the best choice.If it is not enough, please come out of the bad assets in time.
After all, even if the meat shrinks, it is always better than rotten in the pot ...
