转型之殇:从投资阶段走向创新时代的房地产

发布时间：2018-05-01 08:41

本文选题：投资阶段 + 创新时代　；参考：《探索与争鸣》2017年08期

【摘要】：2016年中国房地产市场开始出现房价涨落并存的分化发展趋势,按照美国著名经济学家波特关于经济发展的资源驱动、投资驱动、创新驱动和财富驱动四个阶段划分,处在创新阶段的创新性城市和区域,以及处在投资阶段后期的城市基础设施完善和公共服务好的城市和区域,房价均出现不同程度的上扬;而工业城市则楼市稳定、部分资源城市房地产去库存任务艰巨。从需求侧角度看,房地产的分化与城市发展阶段非常吻合。从供给侧角度看,在资源、资产和资本等经济要素供给中,全球和中国的矿产等资源价格普遍低迷和供给过剩,需要去库存;除房地产以外的资产质量和价格也不高;资本流动性更加泛滥。房地产的需求分化实际是供给侧的住房等固定资产供应质量的分化。因此,提升房地产的固定资产质量,扩大优质房地产资产的供应成为关键。提升资产质量的方法包括:房地产供应结构调整、房地产配套完善、物业管理采用现代化科技手段等。中共十八届三中全会的决议明确肯定,要让市场在资源配置中发挥决定性的作用。在过去30年国有资产民营化的基础上,应该鼓励扩大民间资本的供应和配置,通过市场提升资产质量、平抑房地产市场价格,以此改善和提升居民居住水平,同时增加居民财富,实现藏富于民。
[Abstract]:In 2016, China's real estate market began to show a trend of differentiation and development in which house prices fluctuated and fluctuated. According to the four stages of the famous American economist Porter's theory of resource driven, investment-driven, innovation-driven and wealth-driven, the Chinese real estate market was divided into four stages. Innovative cities and regions in the stage of innovation, and cities and regions in the late stage of investment, where the infrastructure and public services are improved, prices have risen to varying degrees, while the property market in industrial cities has been stable. Part of the resources of urban real estate inventory to the arduous task. From the point of view of demand-side, the differentiation of real estate and urban development stage is very consistent. From the supply-side point of view, in the supply of economic factors such as resources, assets and capital, the prices of global and Chinese mineral resources are generally low and the supply is oversupply, and the quality and price of assets other than real estate are not high. Capital liquidity is more rampant. The real estate demand differentiation is the supply-side housing and other fixed assets supply quality differentiation. Therefore, to improve the quality of real estate fixed assets and expand the supply of quality real estate assets become the key. The methods of improving asset quality include: real estate supply structure adjustment, real estate matching consummation, property management adopting modern scientific and technological means and so on. The resolution of the third Plenary session of the 18th CPC Central Committee clearly affirmed that the market should play a decisive role in the allocation of resources. On the basis of the privatization of state-owned assets over the past 30 years, we should encourage the expansion of the supply and allocation of private capital, improve the quality of assets through the market and stabilize the real estate market prices, thereby improving and raising the living standards of the residents. At the same time, increase the wealth of residents, and achieve wealth to the people.
【作者单位】：上海社会科学院;
【分类号】：F299.23

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