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中国政府希望保持房地产市场稳定,在几十个城市放松限购、小规模补贴购房者之后,住房市场出现了分化:没有放松限购的一线城市,地价房价全面上升;中小城市则萎靡不振,百城房地产价格环比、同比大部分下降。中国房地产欠缺的是消费者的消费能力。过去十年,房地产主要靠城市中高收入居民支持,未来十年,主要靠城镇化过程中转移出农村的农民支撑。农民能否市民化,关键是住房、就业和子女教育。住房、就业是迫在眉睫的问题,医保是中期问题,养老是长期问题。
The Chinese government hopes to maintain the stability of the real estate market. After relaxing the restrictions on the purchase of dozens of cities and subsidizing home buyers on a small scale, the housing market has been divided: the first-tier cities without any restriction on the purchase of land have been faced with an overall increase of land prices; the medium- and small-sized cities have been sluggish; The price chain, most of the decline year on year. The lack of real estate in China is the consumer spending power. In the past ten years, real estate was mainly supported by middle and high-income urban residents. Over the next decade, rural real estate relocated mainly from farmers in urbanization. Whether farmers can become citizens, the key is housing, employment and children’s education. Housing and employment are imminent problems. Medicare is a medium-term problem and pension is a long-term problem.