It is known that the 203 meeting was delayed.
The webmaster guessed that 203 may be a key node of major policies, or it may be a historic turning point in the economic development model, so it takes more time to collide views and build consensus.
A small meeting is held before the conference.
Therefore, plan the overall situation and coordinate the reform of 219. The four meetings of the "Deep Reform Commission" are worth observing.
Originally, the frequency of this meeting was not high.
In the final summary of the communiqué of the meeting, the following is worth reading several times.
First, it emphasized that time is running out and that this year is a comprehensive deepening of reform"Another big year".
The second is to elaborate on what to change, the original text is"Focus on the most critical and pressing issues. It is necessary to scientifically plan major measures to further deepen reform in an all-round way, and focus on the institutional and institutional obstacles that hinder the smooth progress of Chinese-style modernization."
The third is to point out that it is not possible to retreat, but to be realistic and effective, and the original text is a reform measure"There is a clear direction, rushing to solve the most prominent problems, and the flavor of reform must be strong and the color must be sufficient."
So what is "focusing on the institutional and institutional obstacles that hinder the smooth progress of Chinese-style modernization" and "the most prominent problems"?
Quite simply, both the headline and the first part of the communiqué are clearly pointed:
Land!
Why is land important?
Quite simply, land is the mother of wealth, whether residential, commercial, or industrial, it is a series of extensions around the land, the source of economic growth.
The key to supporting China's economic growth, to put it bluntly, is the behavior of local governments at all levels to manage land.
The land market is also a relatively low degree of marketization in various fields in China.
But even this low level of marketization can give rise to such a huge amount of wealth, so the communiqué is very cautious
"For some exploratory but very urgent reform measures, it is necessary to study them in depth and advance them steadily and prudently."
How to change it may not be a one-time release, directly announcing that all land can be directly listed and traded.
The communiqué of the meeting stated"It is necessary to coordinate the regional economic layout and the utilization of land space".The implication is that the current distribution of land does not fully match the differentiation of regional economic distribution, and there is still room for further improvement.
How to understand this sentence, you can refer to the two books that the webmaster has introduced:
One is "Big Country and Big City", which talks about the allocation of land resources
One is "How to Talk About Politics" about behavior
In short, the marketization of land will not be a "small market" that will be left alone.
Instead, it allocates production factors according to the resource endowments of different regions, maximizes comparative advantages, and forms complementary advantages.
It's a kind of "big market".
Some areas are suitable for industrial development, so more industrial land use indicators should be given; In some areas, where the net inflow of population continues and the demand for housing continues to increase, the residential land index should be raised; However, if some areas are suitable for the development of agriculture, the area of agricultural land should be expanded.
For example, in Beijing and Shanghai, there are still large tracts of arable land, which in itself is a huge waste of resources.
So what are the policy directions worth paying attention to, the webmaster recommends that you read the research report just issued by Tianfeng**, which talks about three directions, which is worth everyone's attention.
"Macro Research - Interpretation of the Fourth Meeting of the Deep Reform Commission: An Important Signal of Land Reform - Tianfeng** [Song Xuetao, Zhang Wei] - 20240224 [Page 6].
Research Report**: Value Catalog