2021年中国房地产市场回顾与2022年展望
文章摘要:2021年的房地产市场呈现了明显的“上下半场”,市场热度在第三季度开始急转直下。政策调控显现出更强的影响力,重点城市土地集中出让使得土地市场的波动更加可控。对房地产行业融资的各类限制直接导致历史罕见的房企违约潮,且这一现象还将持续。2022~2030年中国总人口将达峰,同时叠加经济增速放缓、资产配置比例变化,越来越多的城市将在这一时期面临更大的房市下行压力,而人口流动造成的区域分化将使部分热点城市仍在相当长的一段时间内保持房地产市场上行。鉴于大部... 展开
Abstract:The real estate market in 2021 showed a clear “upper and lower half”,and market enthusiasm began to decline sharply in the third quarter. Policy regulation has shown stronger influence,and the centralized transfer of land in key cities has made the fluctuation of the land market more controllable. Various restrictions on the financing of the real estate industry have directly led to a rare wave of defaults by real estate companies... 展开