Ren Zhiqiang: Changing The Wrong Concept Of Affordable Housing Policy

2010 Boao real estate forum live news: "now

The above is the brilliant speech of Ren Zhiqiang, chairman of Limited by Share Ltd of Huayuan Real Estate (600743, stock bar) at the 2010 Boao real estate forum.

In addition to the current policy problems, Ren Zhiqiang said in his speech that there are several serious problems in China's real estate industry. First, structural contradictions are becoming more and more prominent.

In the 100 cities, the supply of land in the three or four line cities is close to 100%, while the supply of the second tier cities is close to 30%, but the first tier cities only finish 30%, about 70%.

For example, 83% of Beijing is affordable housing, and commercial housing is only about 22%.

Structural contradictions are becoming more and more serious.

Land supply did not alleviate the serious shortage of supply in some areas.

The second problem is that the turnover of high-end residential buildings is serious.

In the case of price control, there is a false impression of price.

In Chengdu, houses over 8000 yuan can not be sold, but if the price is adjusted to 6000 yuan, it may be sold out quickly.

Feng Lun called it a beheading policy.

Now more than 10 thousand of Beijing's housing sales are growing rapidly and growing fast.

The third problem is the shortage of land in key cities.

The problem of resource allocation exists in history. In the past, land planning has been planned according to population or household registration. However, in many provinces in central and western regions, population output is concentrated in the eastern region, while the eastern region is a large number of population input cities, leading to mismatch of resource allocation.

Fourth, the downward trend of real estate is more and more obvious.

Since July, it is obvious that the trend in August will be more obvious, and perhaps the investment will drop by more than 10 points.

From the data analysis, the total supply in the second half of this year will increase by 50%, but we expect that sales will be less than the first half.

In the first half of this year, the sales volume of 390 million square meters, if less than half a year, is expected to be around 800 million square meters in the whole year, which will decrease by 15-20% compared with 09 years. Although sales are growing, the sales area may be far lower than that in 2009.