Data map: the property market. Photo by Fion Sun
On April 8, Ni Hong, Vice Minister of Housing and Urban-Rural Development, talked about the heads of government in five cities: Guangzhou, Hefei, Ningbo, Dongguan and Nantong. Ni Hong pointed out that the municipal government should pay close attention to new situations and new problems, take timely targeted measures, accurately regulate and control, resolutely curb speculative real estate speculation, guide expectations, and ensure the smooth operation of the real estate market.
Prior to this, Ni Hong went to Shenzhen, Shanghai and Beijing in June and February this year to investigate and supervise the real estate regulation. At the beginning of March, he led a team to Hangzhou and Wuxi for investigation and supervision. In late March, Ni Hong led a team to Chengdu and Xi 'an for investigation and supervision; On March 25th, the Ministry of Housing and Urban-Rural Development sent a supervision team to Nanchang to supervise the real estate regulation.
Combing the investigation and supervision of the Ministry of Housing and Urban-Rural Development in various places this year, some new features have emerged in the regulation of China's property market.
First of all, China's official attitude towards real estate regulation is more severe.
Chen Wenjing, deputy research director of the Index Department of the Central Reference Institute, pointed out that the Ministry of Housing and Urban-Rural Development "interviewed" five cities a few months ago, instead of "supervising". Moreover, the two "practical" expressions adopted by Ni Hong this time (effectively improving the political position and effectively assuming the main responsibility of the city) also show that the central government's attitude towards the regulation of the property market is more severe.
Xu Xiaole, chief market analyst of RealData, also pointed out that among the five cities interviewed by the Ministry of Housing and Urban-Rural Development, Guangzhou, Hefei and Dongguan all introduced tightening policies in the early stage. For example, Hefei has recently introduced eight new policies for the property market, which have been upgraded and regulated from eight aspects: the degree system, deepening the purchase restriction of housing, and the policy of "shaking the number to limit the sale" of hot real estate in urban areas.
Xu Xiaole said that interviews with these five cities show that the central government's responsibility for urban compaction not only requires local governments to issue policies in time, but also emphasizes the implementation and effectiveness of local policies.
Chen Wenjing also believes that although Guangzhou, Dongguan and Hefei have recently introduced policies, the overall policy strength is weak and the short-term effect is not obvious, and the regulatory policies of various cities will continue to increase.
Second, the monitoring and supervision of the Ministry of Housing and Urban-Rural Development has become a "regulatory baton".
It is observed that before and after the investigation and supervision of the Ministry of Housing and Urban-Rural Development, all localities basically tightened the property market policy. Insiders pointed out that at the same time, the monitoring and supervision of the Ministry of Housing and Urban-Rural Development has become a "regulatory baton", which is also a new feature of the real estate market regulation this year.
Since the beginning of this year, in less than three months, the Ministry of Housing and Urban-Rural Development has conducted field research, supervised or interviewed 13 cities. The scope of "knocking" and "reminding" of the Ministry of Housing and Urban-Rural Development has also expanded from the first line to the second or even third-and fourth-tier cities. This form is very rare in the previous real estate market regulation. Core cities of Beijing-Tianjin-Hebei, Yangtze River Delta and Guangdong-Hong Kong-Macao Greater Bay Area, hot cities around central cities, and capital cities in central and western regions are all on the key monitoring list.
Third, the linkage of population, land, housing and education may become the starting point of the subsequent property market policy.
This time, Ni Hong clearly pointed out that it is necessary to improve the linkage mechanism of population, land and housing, strengthen the overall coordination with relevant policies such as population settlement and compulsory education, strengthen the management of second-hand housing transactions, and improve the systematicness, integrity and coordination of real estate market regulation.
Chen Wenjing said that the linkage between land and housing is reflected in the relationship between supply and demand, and the land supply in key cities will continue to increase; On the other hand, it is reflected in the linkage between land price and house price, and the land end price limit will become the choice of more cities.
In terms of population settlement and compulsory education, Chen Wenjing believes that the restrictions on real estate transactions after settlement, such as restrictions on the purchase of houses by talents, restrictions on the purchase of new houses, and housing policies for school districts, are expected to continue to advance. In the management of second-hand housing transactions, the release of the reference price of second-hand housing transactions in Shenzhen may provide a "model" for cities.
It is worth noting that on the same day that the Ministry of Housing and Urban-Rural Development interviewed the heads of the five cities, seven departments including the Shenzhen Housing and Urban-Rural Development Bureau jointly issued a notice saying that they would investigate and deal with the reported matters involving "deep housing management". "Deep room" is suspected of instructing real estate speculators to practise fraud, illegally raise funds and defraud commercial loans to buy houses. The signal of "staying and not speculating" is even stronger.
(The original title is "The Ministry of Housing and Urban-Rural Development beats the city within three months" 13. What signals have been released by the property market regulation? 》)