It is an indisputable fact that after 2015, housing prices have risen rapidly and sold rapidly, which is the first round of vigorous property market destocking movement.
However, the current property market has returned to high inventory, and various localities are actively bailing out the market, especially the rescue policy measures are full of tricks. At present, whether it is "recognising the house or not", or reducing the interest rate of the stock mortgage, it is just an "appetizer".
More ruthless tricks such as the expansion and cancellation of purchase restrictions in first-tier cities are likely to be on the way!
For example,Guangzhou, a first-tier city, has landed on the ground and issued the first house ticket placement in Guangzhou.
What is Room Ticket Placement?What is the significance of its appearance?Will Xi'an follow up and implement it?
On January 4, the "Guangzhou Housing Ticket Resettlement Implementation Plan" had just been reviewed and approved at the meeting, and a day later (January 5), Liwan District issued the first housing ticket resettlement in Guangzhou. It really fired the first shot of the implementation of the room ticket policy in first-tier cities!
What is Room Ticket Placement?
It seems that the "room ticket" placement is fresh, but in fact, there are cities across the country that have used the "room ticket" for a long time. You can understand it as a "check for the house", just as the check can be used to withdraw money, and the demolition households can exchange for a new commercial house with the help of the house ticket.
The biggest feature of its emergence is to break the urban village transformation model based on compensation for relocated housing and cash compensation. Directly draw the key points, and the "room ticket" placement highlights the following three missions:
According to the monetary quantification of the compensation interest in the house, the amount of compensation is stated on the house ticket;
The levied person takes the room ticket, selects **within the range given by the **department**, and uses the room ticket as a "voucher" to deduct the room payment;
After receiving the house ticket, the real estate enterprise shall apply to the collection department for the transfer of the corresponding housing payment funds.
The main thing is to convert the rights and interests of the villagers into a "negotiable bill". The most obvious advantage is to reduce the cost pressure on developers and at the same time reduce the pressure on the inventory of new homes!
What does the implementation of the room ticket policy in first-tier cities illustrate?Does it mean that the second round of destocking movement in the property market is accelerating?
Time goes back 8 years,At that time, the first "destocking battle" proposed, that is, the monetization and resettlement of shantytowns. According to incomplete statistics, in about four years, more than 6 million shantytowns are demolished every year across the country. Among them, nearly 7% are "monetized resettlement".
At the same time, it is the 2015-2018 that we saw, and the national housing prices have risen vigorously!
June 2018,CDB announced that it would withdraw its authority to approve shantytown reforms, and 2020 is also the "end year" of shantytown reform across the country. As of 2020, the scale of shed reform in the country has dropped from 6 million at the peak to 2.09 million sets.
But the time has come for 2022,Since April, nearly 20 cities, including Zhengzhou, Guiyang, Nanchang, Nanjing, Zhangjiagang, Wenzhou, Shaoxing, Ningbo, Xinyang and Changshu, have announced the resumption of shantytown reform, and the total scale of shantytown reform is not inferior to that in 2018.
What's more—
Different from the "monetized resettlement" shantytown reform in 2015 and the shantytown reform in 2022, more cities represented by Zhengzhou use "house ticket resettlement".
Let's take a look at the current inventory situation in the country: "As of November 2023, the inventory of commercial housing in Baicheng has reached 518.52 million", that is, 5100 million , a figure much higher than the 4 in 20140.7 billion !
Therefore, why is the overture to this round of property market destocking started, the root cause is here. And the room ticket placement or the squeezing tool to go to the inventory!
Then, press the execute button for room ticket placement. What impact will this have on Xi'an?
It will be recalled that on July 21, 2023, the Standing Committee of the People's Republic of China deliberated and adopted the "Guiding Opinions on Actively and Steadily Promoting the Transformation of Urban Villages in Super and Mega Cities": "It is decided to actively and steadily implement the transformation of urban villages in super and mega cities".
It has a new meaning: "it is an important measure to improve people's livelihood, expand domestic demand, and promote high-quality urban development".
Among them, the relevant compensation methods are mentioned, mainly for super megacities, and may be a "house ticket resettlement system" - that is, land for housing or housing for housing.
According to the data of the seventh population census, there are currently 21 megacities in the country, including 7 megacities and 14 megacities. Xi'an has a permanent population of 1295With a population of 290,000 and an urban population of 9.28 million, it ranks among the megacities.
In fact, if you continue to pay attention to the property market, you must know that at the beginning of 2023, the Ministry of Housing and Urban-Rural Development will clarify the direction of urban renewal, and the renovation of old communities in various cities will already begin. For example:
Guangzhou: In three years, a total of about 100 square kilometers of urban renewal will be promoted, about 200 square kilometers by 2030, and about 300 square kilometers by 2035, and the investment in urban renewal will reach 331.5 billion
Zhengzhou: Within 3 years, 10 historical districts, 10 industrial parks, 5 old markets, and 20 old communities will be completed, with a total investment of more than 400 billion yuan
Qingdao: On February 1, 2023, Qingdao arranged a total of 1,286 urban renewal construction projects, including 876 new projects, 400 continued projects, and 10 preparatory projects394 urban renewal construction projects have been started in a centralized manner
|Xi'an: More than 88 villages will be involved in demolition in 2023. Moreover, on December 8, 2023, according to the survey and analysis of urban villages in major nodes and key areas of Xi'an, it was determined that there are 445 urban villages within the urban development boundary of Xi'an.
Although the implementation of the housing ticket resettlement policy in megacities is still rare, at least from the perspective of the implementation of Guangzhou, it is clear that this wind has blown.
If you are the one who is being demolished, do you accept the "house ticket resettlement"?Welcome to leave a message in the comment area to discuss.