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有几个观点我分享下。
1.中国户籍城镇化率只有46%,这7亿多农村人口中的大部分在未来会逐步转化成城市(注意不是城镇)人口。
2.中国城镇人口中有2亿是镇民,这些人其实生活保障还不如城市人口,未来需要将镇转化为城市。
这就是我们近年来反复讲的城乡建设,这部分人口转化为城市人口,是我国gdp未来增长的重要动力。
3.对于楼市,救市的思路是,以6折左右的价格收购难以去化的商品房,以4%的收益率出租给住房困难人口,再把这部分租赁保障房发reits。
一箭三雕,开发商获得了流动性救命,没房住的穷人获得了廉租房,银行存款多利息少的富人有了4%的投资。
目前正在大力推动这个循环。10万亿。很快可以消化目前不到20亿平的新房库存。
南哥想说,这上面全都是新城控股的利好,国家大战略在城乡结合部,新城的布局也在城乡结合部。
再耐心点。","is_answer":false,"forbidden_retweet":false,"vod_info":null,"is_column":false,"show_cover_pic":true,"legal_user_visible":false,"cover_pic":"","answer_question":false,"is_no_archive":false,"is_original_declare":false,"mp_not_show_status":false,"forbidden_comment":false,"is_private":false};