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人民日报谈睡城鬼城:土地和楼盘并非取之不竭的金蛋
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Topic: 人民日报谈睡城鬼城:土地和楼盘并非取之不竭的金蛋 (Read 175 times)
uinu
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人民日报谈睡城鬼城:土地和楼盘并非取之不竭的金蛋
July 17, 2017, 10:55:51 AM
#1
房子是壳,什么是核?(经济茶座)
■房地产业并非金鸡,土地和楼盘也并非取之不竭的金蛋。只有三、四线城市的实体经济强起来,能提供更多工作、更好收入,人口才能聚过来,消费才能旺起来,所谓的睡城、鬼城才能活过来、火起来
跟几个朋友闲聊去库存,有一位长者感慨,去年春节至今,回了河北廊坊老家三次,看着房价“火箭式”翻倍,又“断崖式”下跌,像上了过山车,每一次都怕心梗在路上。
不仅是环北京,伴随着热点城市限购限贷,不少冷门二线城市和环热点三、四线城市,都在这一轮去库存中出现了“房价急涨、进而限购、再现骤冷”的情况。
这种“骤热骤冷”的背后释放着一种隐忧:如果房价快速上涨是依靠炒房游资带动刚需恐慌式入市来支撑,那么一旦收紧购买条件,只剩下自住和改善型刚需“独舞”,楼市就会迅速冷场,库存依然高企。像经历了几轮“骤热骤冷”的合肥、西安,就是代表。
“骤热骤冷”是我们最不愿意看到的楼市顽疾。在促进房地产业健康发展中,中央一直强调“既抑制房地产泡沫,又防止出现大起大落”,为何“骤热骤冷”还是反复出现,甚至从一线城市蔓延到了三线城市?
过去,我们优选并过度依赖于限价、限购、限贷的行政手段,这固然可以在最短时间达到引导需求规模和走向的效果,但毕竟不是治本之策。更何况,在此轮“去库存”中,我们始终面对两个“并存”的难题,即一、二线楼市过热与三、四线楼市过冷并存,一、二线城市商品住宅供不应求与办公楼、商业营业用房积压严重并存。这种“冷热调和”的难题,根子不在房子,而在于区域发展的不平衡,以及产业发展的不均衡。
楼市两个“并存”的难题,恰恰是中国经济结构性失衡的缩影。新常态下的新问题,必须从供给侧结构性改革上找药引,引导楼市供求实现新的动态均衡。
从供给侧看楼市,先得“不忘初心”。我们盖房子的初心是什么呢?最早是遮风避雨,后来是安居乐业,总要满足人的需求。反观一些地方,本末倒置,把房地产业视为金鸡,把土地和楼盘视为取之不竭的金蛋,只想着把楼盖起来,却忽略如何把人留下来。殊不知,再恢弘的物业只是蛋壳,产业和就业才是蛋白和蛋黄,是最有营养价值的部分。只有三、四线城市的实体经济强起来,能提供更多工作、更好收入,人口才能聚过来,消费才能旺起来,所谓的睡城、鬼城才能活过来、火起来。
从供给侧看楼市,还要玩转“四手联奏”。买房子,要考虑票子、孩子、妻子、老子,甚至车子。换言之,房子的难题也是社会公共服务均等化的难题,通过交通疏导、教育均衡、医养公平等“补短板”齐头并进,才有可能缓解楼市的结构性难题。
从供给侧看楼市,更得讲究“反弹琵琶”。库存“压力山大”是缺乏需求还是满足不了需求?经济结构在调整,百姓消费在升级,房地产业若是刻舟求剑,就会造成资源错配。看看身边年轻人为买套格局、采光、环境皆满意的婚房发愁,很多移动办公的创业型企业为找不到心仪的办公场所犯难,这些难道不是楼市去库存的突破点吗?
经济新动能正处于从孕育形成到快速扩张的关键阶段,房地产业也不妨采取“盯人战术”,通过变旧库存为新供给,不断满足新需求。毕竟,城市的活力,往往不在高楼大厦,而是清晨巷口弥漫的豆浆香和街头绵延不绝的马达声。
mhfg
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Re: 人民日报谈睡城鬼城:土地和楼盘并非取之不竭的金蛋
July 17, 2017, 10:59:42 AM
#2
土地和楼盘也有可能随时崩盘,谁也说不准。
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