Thaum sawv ntxov Lub Kaum Hli 17th, Lub Xeev Pawg Saib Xyuas Xov Xwm tau tshaj tawm xov xwm, uas tsib lub tuam haujlwm suav nrog Ministry of Housing and Urban Rural Development, Ministry of Finance, Ministry of Natural Resources, People's Bank of China, thiab Xeev. Kev Tswj Xyuas Nyiaj Txiag tau qhia txog cov ntaub ntawv tseem ceeb ntawm kev txhawb nqa kev ruaj ntseg thiab kev noj qab haus huv ntawm kev lag luam vaj tsev. Cov ntsiab lus ntawm lub rooj sib tham xov xwm tuaj yeem sau tseg raws li kev xa tawm tshwj xeeb rau kev ruaj khov ntawm kev lag luam vaj tsev, suav nrog plaub qhov kev tshem tawm (tso tseg kev txwv kev yuav khoom + kev txwv tus nqi + kev txwv kev muag khoom + cov qauv zoo tib yam thiab tsis yog cov qauv hauv vaj tsev) thiab plaub qhov kev txo qis (txo cov neeg muab vaj tsev nyob. Cov nyiaj qiv nyiaj paj laum + nqes them rau cov nyiaj qiv vaj tsev + paj paj rau cov qiv vaj tsev uas twb muaj lawm + nqi se rau kev yuav tsev tshiab) rau cov neeg yuav tsev. Lub rooj sib tham tseem tau hais txog ob qho ntxiv, ib qho yog los siv kev kho dua tshiab ntawm ib lab pawg ntawm cov nroog hauv nroog thiab cov tsev uas ploj mus los ntawm kev hloov pauv nyiaj txiag thiab lwm yam; Qhov thib ob, thaum kawg ntawm lub xyoo, qhov credit scale ntawm "dawb daim ntawv teev npe" tej yaam num yuav nce mus rau plaub trillion yuan, thiab tag nrho cov tsim nyog tej yaam num yuav muab tso rau hauv lub "dawb daim ntawv teev npe".
Pom tseeb, rau kev tsim kho tshuab kev lag luam muaj feem xyuam nrog kev lag luam vaj tsev, lub sij hawm "shantytown renovation + plaub trillion yuan" muaj kev nkag siab zoo ntawm kev paub. Ntawm qhov tod tes, "plaub trillion yuan" hauv 2009 tau txhawb kev loj hlob sai heev; Ntawm qhov tod tes, kev tsim kho tshuab kev lag luam, uas sai sai poob rau hauv lub sijhawm poob qis 12 xyoo tom qab, tau tsav los ntawm kev kho dua tshiab hauv shantytown pib hauv 2016, uas ua rau kev nqis peev hauv vaj tsev sai thiab nkag mus rau lub voj voog tshiab. Yog li, puas tuaj yeem "4 trillion yuan" tom ntej no daim ntawv qiv nyiaj dawb thiab 1 lab teeb tsa ntawm shantytown renovation tej yaam num tsav tsheb rov qab sai ntawm kev tsim kho tshuab kev lag luam zoo li ob lub dhau los?
Qhov no 'plaub trillion yuan' hais txog 'plaub trillion yuan' kev nqis peev hauv ntau yam xws li kev tsim kho tom qab kev puas tsuaj, kev tsim kho vaj tse loj xws li kev tsheb ciav hlau, txoj kev loj, thiab tshuab, nrog rau kev hloov chaw thiab vaj tse pheej yig hauv xyoo 2009. Nws tau tshaj tawm tias. Raws li tam sim no, cov nyiaj tau txais kev pom zoo rau cov phiaj xwm whitelist tau mus txog 2.23 trillion yuan, thiab nws xav tias cov nyiaj qiv rau cov phiaj xwm whitelist yuav nce mus txog 4 trillion yuan nyob rau thaum xaus ntawm lub xyoo no.
Txawm hais tias qhov nyiaj qiv ntawm qhov kev pabcuam dawb no tau nce mus rau 4 trillion yuan, nws tsis zoo li yuav ua rau muaj kev loj hlob ntawm kev tsim kho tshuab kev lag luam sai li sai tau raws li 4 trillion yuan peev hauv 2009. Txawm li cas los xij, nrog kev maj mam tuaj txog ntawm 4 trillion yuan. cov nyiaj pab rau cov npe dawb ua haujlwm uas yuav tsum tau txais nyiaj txiag tag nrho, qiv nyiaj tag nrho, thiab muab faib tawm sai npaum li sai tau, cov nyiaj sib txawv rau kev xa khoom vaj tsev tau raug them raws li qhov pib. Kev lag luam sab hauv kwv yees tias 4 trillion yuan whitelist tuaj yeem npog kwv yees li 20000 txoj haujlwm thoob tebchaws.
Yog li ntawd, cov haujlwm uas tau raug ncua lossis ncua sijhawm yuav rov pib ua haujlwm sai li sai tau lossis ua kom nrawm ntawm kev tsim kho, uas muaj txiaj ntsig zoo rau kev txhim kho tus nqi xauj tsev ntawm cov cuab yeej siv rau cov neeg qis lossis cov neeg cog lus. Nyob rau tib lub sijhawm, raws li daim ntawv teev npe dawb ntawm 4 trillion yuan tau maj mam siv, cov nyiaj tau txais dhau los ntawm cov neeg qis lossis cov neeg cog lus yuav maj mam ntws rov qab thiab xa mus rau cov neeg sawv cev, OEMs, thiab cov chaw muag khoom.
Saib rov qab ntawm qhov kev hloov kho yav dhau los ntawm shantytown los ntawm 2015 txog 2018, peb tuaj yeem pom tias lub hom phiaj ntawm "destocking" tau ua tiav los ntawm kev kho dua tshiab ntawm shantytown thiab kev hloov pauv nyiaj txiag. Thaum lub sijhawm plaub xyoos los ntawm 2015 txog 2018, kev hloov pauv nyiaj txiag ntawm kev kho dua tshiab ntawm shantytown tau tsav qhov nruab nrab ntawm 15% ntawm kev muag tsev tshiab.
Nyob rau tib lub sij hawm, lub monetization ntawm shantytown renovation tau hloov cov khoom-xav tau kev sib raug zoo nyob rau hauv lub lag luam vaj tse tom qab 2017. Ntawm ib sab, lub monetization ntawm shantytown renovation tau rov qab ua lag luam-xav tau qauv ntawm oversupply, thiab vaj tse nqi muaj. rebounded thiab txawm sawv; Ntawm qhov tod tes, cov neeg yuav khoom hauv tsev uas tau txais nyiaj rau kev hloov pauv nyiaj txiag tsis yog tsuas yog yuav tsev rau lawv tus kheej siv xwb, tab sis kuj tau nqis peev nyiaj rov qab los ntawm kev yuav khoom ntau dua, yog li tsim lub voj voog tsim txiaj. Nrog rau qhov nce siab hauv cov nqi vaj tsev, nws tseem txhawb nqa kev nqis peev hauv vaj tsev ntxiv kom koom nrog.
Nrog rau qhov kawg ntawm shantytown renovation tej yaam num thiab monetary resettlement, ua ke nrog cov av developers tas li nce leverage, expanding av thiab tsim loj tej yaam num, cov khoom thiab xav tau kev sib raug zoo nyob rau hauv lub vaj tsev lag luam sai sai ua imbalanced, thiab ntau yam indicators as of the real estate market. nkag mus rau qhov kev poob qis hauv 20 xyoo tom qab.
Obviously, raws li ib qho ntawm cov kev lag luam tseem ceeb hauv kev lag luam vaj tsev, kev tsim kho tshuab kuj tau txais txiaj ntsig los ntawm kev lag luam vaj tsev zoo nkauj uas tau tsav los ntawm shantytown renovation. Tom qab tsoo hauv qab hauv 2016, nws tau nrawm nrawm thiab nkag mus rau lub voj voog nce siab tshiab. Nws yog qhov tseeb vim tias kev lag luam vaj tsev maj mam poob qis dua 20 xyoo tom qab uas kev lag luam ib zaug poob rau hauv lub voj voog qis.
Piv nrog rau yav dhau los puag ncig ntawm shantytown renovation txoj cai nyob rau hauv peb - thiab thib plaub lub nroog thiab cheeb tsam, kev kho dua tshiab ntawm 1 lab lub zos hauv nroog thiab cov tsev uas ploj lawm lub sij hawm no tej zaum yuav muaj ntau concentrated nyob rau hauv thawj - thiab thib ob theem siab zog lub zos thiab lub nroog loj, nrog rau txwv tsis pub muaj kev cuam tshuam rau cov nroog thiab cheeb tsam hauv qab qib thib peb. Nyob rau tib lub sijhawm, kev nqis peev hauv kev kho dua tshiab hauv shantytown los ntawm 2014 txog 2018 tau mus txog 6.2 trillion yuan, thiab nws tseem yuav pom tias muaj peev txheej npaum li cas tuaj yeem siv los ntawm qhov no ib lab unit shantytown renovation. Tsis tas li ntawd, puas yuav tau txais nyiaj rov qab los ntawm qhov kev kho dua tshiab ntawm lub shatytown no yuav siv ntau txoj hauv kev them nyiaj ntau dua li nyob rau yav dhau los? Cov neeg sab hauv kev lag luam kwv yees tias nws yuav ua tau los ntawm cov qauv xws li "lub tsev daim pib" lossis "kev pauv tsev rau tsev". Yog li, txawm hais tias nws tuaj yeem txhim kho kev lag luam sai sai xws li kev hloov pauv nyiaj txiag yav dhau los hauv shantytown kev hloov kho kuj yuav tsum tau soj ntsuam ntxiv.
Txawm li cas los xij, txawm li cas los xij, txoj cai yog qhov zoo rau kev tsim kho tshuab kev lag luam. Ntawm qhov tod tes, ntxiv 1 lab teeb tsa hauv nroog kho kho lub zos monetization resettlement, xa mus rau 2017 shantytown renovation, xav tias yuav tsav ze li ntawm 100 lab square metres ntawm thaj chaw muag khoom, uas tuaj yeem kho qhov kev xav tau kev sib raug zoo hauv kev lag luam vaj tsev. Nrog rau kev ruaj khov ntawm kev lag luam vaj tsev, lub voj voog qis ntawm kev tsim kho tshuab kev lag luam tseem yuav tawm hauv qab thiab rov qab los.
Ntawm qhov tod tes, kev kho dua tshiab ntawm 1 lab teeb ntawm cov nroog hauv nroog / lub tsev txaus ntshai txhawb nqa qhov kev thov, uas muaj txiaj ntsig rau cov khoom siv xauj tsev (siv tus nqi) ntawm cov neeg tsawg lossis cov neeg cog lus, thiab qhov kev thov nce ntxiv txhawb kev muag cov tshuab tshiab los ntawm OEMs / tus neeg sawv cev. Nws cia siab tias kev lag luam hauv cheeb tsam loj tuaj yeem ntsib qee qhov kev rov qab los thiab rov qab los hauv 2025, thiab txawm tias qee qhov kev tsim kho tshuab cov khoom lag luam tuaj yeem ntsib lub ncov me me hauv kev muag khoom thaum lub caij ncov hauv thawj ib nrab xyoo tom ntej. Kev tsom mus rau kev kho dua tshiab ntawm ib lab teeb tsa ntawm cov tsev nyob hauv thawj thiab thib ob lub nroog, nrog rau qhov muaj peev xwm nce hauv cov pej xeem siphon cuam tshuam los ntawm "plaub tshem tawm + plaub txo," yuav pom tseeb tias qhov sib txawv ceev ntawm kev tsim kho tshuab ua lag luam hauv ntau yam. cheeb tsam. Yog li ntawd, yuav ua li cas nrog kev lag luam uas ua rau muaj kev sib txawv ntawm cov qauv hauv ntau thaj tsam yuav yog ib qho ntawm cov teeb meem tseem ceeb ntawm OEMs, cov chaw muag khoom, cov neeg sawv cev, thiab cov neeg tsawg!
Nyob rau tib lub sijhawm, nrog kev maj mam tuaj txog ntawm 4 trillion yuan ntawm daim ntawv teev npe dawb cov peev nyiaj ua ntej lub xyoo xaus, thaj chaw ua tiav yuav ua kom nrawm nrawm. Txawm li cas los xij, nyob rau hauv "kev tswj hwm nruj ntawm kev nce ntxiv, kev ua kom zoo ntawm cov khoom lag luam, thiab kev txhim kho kom zoo", thaj chaw qhib tshiab yuav zoo li txuas ntxiv mus rau lub sijhawm luv luv, uas yuav ua rau muaj kev poob qis hauv cheeb tsam kev tsim kho thiab tej zaum yuav ua rau muaj kev ntse ntxiv. poob rau hauv kev muag khoom thiab nqi xauj tsev ntawm cov khoom muaj feem xyuam nrog kev lag luam kev tsim vaj tsev, xws li ntauwd cranes, nyob rau lub sijhawm luv.