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“拐点”与逆袭
2017-09-03 08:16:06 中国青年网
“在北京、上海、南京、郑州等13个城市,进行集体建设用地建设租赁住房试点”。国土部、住建部日前联合发布的这个消息,让很多专业人士做出论断,“房地产市场拐点已至”。
专业人士所谓的“拐点”,即中国房地产市场将同“涨涨涨”的时代说再见,房价将在合理的区间平稳运行。尽管此前诸多专家因为“拐点”预言,被持续上涨的房价啪啪啪打脸而信誉扫地,但是这次的“拐点”判断,足以让专家找回公信——有足够的事实为“拐点论”背书。
中国房地产市场正在迎来租赁时代。据住建部统计,目前我国约有1.6亿人在城镇租房居住,占城镇常住人口的21%;专业机构的研报表明,未来十年之内,中国的租房人口将达到2.3亿,二十年后将达到3亿。从“租购同权”到“集体建设用地建设租赁住房试点”,政策给力之下,市场向“房子是用来住的,不是用来炒的”本源回归,房价“拐点”自然接踵而至。
供需平衡,市场繁荣。从两年前的集体亏损,到今年上半年财报的集体盈利,且很多企业利润倍增,经济体量中权重极大的钢铁、煤炭、有色等传统行业,实现如此华丽逆袭,供给侧结构性改革居功至伟——失衡的供需关系因此重新找到平衡点,产品价格一路走高。
当租赁新政开启了租房的美好时代,照亮了很多在城市打拼者的梦想,很多股民也因为“煤飞色舞”而重拾信心。在钢铁、煤炭、有色等板块的轮番上攻下,沪深股市成功突破“熔断”留下的大阴线,“结构性牛市”的呼声随之四起。???1 (丁新伟)
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