It can be seen from the "14th Five-Year Plan" of Shanghai released this time that the 14th Five-Year Plan will usher in the further development of Shanghai's housing rental industry, and more and more enterprises will participate in the industry. Combined with a series of policy dividends since 20021,I believe that the implementation of all-round policies will be guaranteed in the future, and the rental housing market will also develop healthily and orderly under the policy dividends.
As the city with the largest cumulative transaction area and quantity of leased land since 20 17, the construction and development of Shanghai's rental housing system has reference significance for the whole country.
? 0 1? The tenth five-year plan will continue to establish a housing rental system.
On August 3, 2002 1,1,the general office of the Shanghai Municipal People's Government issued the Tenth Five-Year Plan for Housing Development in Shanghai (hereinafter referred to as the Plan).
The "Planning" proposes that during the "Thirteenth Five-Year Plan" period, the city's housing development has achieved certain results, but the problem of unbalanced and insufficient housing development still exists to some extent. The structural contradiction of housing supply needs to be further alleviated, and the construction of housing rental system needs to be further accelerated; The housing needs of different groups of people need to be further effectively met; The housing policy that benefits people's livelihood still needs to be further improved, the supply of housing security policy needs to be more accurate, and the management mechanism of affordable housing needs to be further optimized; The promotion mechanism of housing development still needs to be improved, the task of building the rule of law in the field of housing development is still heavy, and the linkage and coordination of relevant policy implementation needs to be strengthened.
During the "Fourteenth Five-Year Plan" period, there were five major changes in the development situation and several major tasks were put forward:
First, "focus" on the development of rental housing and adhere to both rent and purchase.
Effectively enhance the pertinence and effectiveness of the supply of rental housing, especially affordable rental housing. From "one bed", "one room" to "one suite", optimize the supply structure of multi-level rental housing.
During the "Fourteenth Five-Year Plan" period, more than 420,000 sets of rental housing (rooms and dormitory beds) were formed, accounting for 40% of the total housing supply. Among them, there are 220,000 rented houses and 200,000 dormitory beds. Continue to standardize the agency of 300,000 sets (rooms) of rented houses.
Two, the "steady" development of commercial housing, the implementation of long-term mechanism.
Further implement the requirements of "one city, one policy" and "one city, one policy", aiming at stabilizing land prices, housing prices and expectations, improve the housing supply system, optimize the supply structure, and resolutely prevent and resolve risks in the real estate market.
During the "Fourteenth Five-Year Plan" period, 4,000 hectares of residential land and 40 million square meters of commercial housing were newly supplied, about 400,000 sets.
Third, "coordinate" the development of affordable housing and improve the housing security system.
Improve the housing security system focusing on rental housing and property housing. On the basis of ensuring the housing difficulties of low-and middle-income families in this city, we will do our utmost to help new citizens and young people alleviate their housing difficulties.
During the 14th Five-Year Plan period, about 230,000 sets of affordable housing were newly supplied.
The fourth is to "update" the development of existing housing and improve living conditions.
Increase storage, leave and demolish at the same time, properly protect historical and cultural areas and visit alleys and streets, so that people can have a better sense of acquisition, happiness and security in living.
As can be seen from the above main tasks, in the key tasks of the housing "14 th Five-Year Plan", the continuous construction of the housing rental system has been placed at the top of the important tasks. Compared with the 13th Five-Year Plan, the 14th Five-Year Plan will increase the supply of rental housing.
Not only in Shanghai, but also in the first half of 2002 1 10, a total of leasing related policies were issued nationwide, among which market supervision accounted for the highest proportion, reaching 36%. The policy has gradually moved from introduction to implementation, and the rental market has gradually improved.
? 02? The transaction area and quantity of leased land in Shanghai ranks first in China.
The development of Shanghai's housing rental market has always been at the forefront of the development of the national housing rental market. According to the monitoring of Ke Rui Rental and Sales Department, the cumulative transaction volume of leased land in eight national key cities has reached 329 cases, with a total construction area of about 1685.65438+ 10,000 square meters, among which the transaction volume of leased land in Shanghai, Hangzhou and Nanjing ranks among the top 3,248 cases, accounting for 75%.
In July 20021year, 22 key cities completed the first batch of centralized land supply. This month, Ningbo, Qingdao and Hefei * * * sold five leased lands, mainly in the form of competitive construction, concentrated in county-level cities and counties, with a total construction area of about 73,300 square meters.
As can be seen from the data, Shanghai's leased land ranks first in the country in terms of accumulated transaction area and number of transactions, and is far ahead of Hangzhou and Nanjing, which rank second and third.
In 20021year, the pure leased land project in Shanghai near 15 is expected to enter the market. At present, two projects have been opened and several self-sustaining leasing projects have been put into operation.
These pure leased land/self-sustaining leased projects entering the market basically belong to the leased community. Compared with the "long-term rental apartment" project, the project is larger, the products are more livable, and the overall feeling of tenants is relatively better.
Taking Dongjing Development Zone of a brand apartment community as an example, the project is positioned as a large-scale rental community, and the public areas include reading area, fitness yoga area, baking area and entertainment area, with complex functions, spacious and bright, and the overall style is young and energetic; The apartment area is 35-60m2, which is larger than that of ordinary long-term rental apartment projects. In terms of cultural exchange, cooperate with Sijing Party Organization to build a training space for party organizations, which can be used as a reading club, conference, conference area and rest area at ordinary times; In terms of sports and leisure, there are outdoor runways and basketball courts, as well as indoor gyms; In terms of business entertainment, there are light canteens, Wallace, JD.COM convenience stores and other catering supermarkets to meet daily needs; This project provides high-quality accommodation for people in caohejing, Xujiahui, Hongqiao Business District and their jurisdictions.
Judging from the multi-level rental housing supply system of "one bed, one room and one suite" planned by Shanghai, with more housing rental projects entering the market, the supply structure of Shanghai housing rental market will be more diversified and will better meet the rental needs of more citizens.
We believe that the Tenth Five-Year Plan will usher in the further development of Shanghai's housing leasing industry, and more and more enterprises will participate in this industry. In particular, 200,000 dormitory beds indicate that the blue-collar track, that is, the "enterprise employee accommodation" market will usher in a peak of development.
On the one hand, promoting the rapid development of employee accommodation in enterprises can better promote the upgrading of Shanghai's urban energy level and industry; On the other hand, it can truly implement the goal of "helping new citizens and young people to alleviate their housing difficulties as much as possible" put forward by Premier the State Council in his report to the Fourth Session of the 13th National People's Congress on March 5th this year, and truly meet the needs and aspirations of Shanghai urban grassroots strugglers for a better life.
? 03? 202 1, the leased land enters the market in the new year.
In February, 20021year, the policy of "two concentration" of land was promulgated, requiring 22 key cities to issue centralized announcement and organize transfer activities, and requiring key cities to lease housing land separately, accounting for generally not less than 10%.
Compared with 2020, among the eight core cities that Ke Rui has been paying attention to for a long time, the proportion of leased residential land in most cities has greatly increased. Especially in Chengdu, Wuhan, Guangzhou and other cities, the proportion of leased housing land will be below 1% in 2020, which is much lower than that in Beishan and Shenzhen, and the progress is relatively slow; In 20021year, the proportion of rental housing land to commercial housing land in the three cities was 1 1. 1%, 14% and 10.9% respectively.
Judging from the transaction of the first batch of leased land, there are as many as 4 1 plot in Hangzhou, accounting for over 70%, of which 50 plots of leased land have been negotiated, accounting for 88% of the land sold. The transaction area 1 1 10900 square meters ranks first among 22 cities, and the proportion of leased land has reached 14.67%. There are also 35 agreements to lease land in Chengdu, with the leased land area reaching 8 1.27 million square meters, accounting for17.33%; This ratio is higher in Hefei, and the leased land area accounts for 18.69% of the completed land area. In addition, there are five land transactions in Xiamen, and all plots need to be partially self-sustaining.
It can be found that the new regulation that "the land for rental housing should not be less than 10%" is triggering a series of chain reactions. From the supply category of leased land, it can be divided into two categories: affordable and market-oriented leased land. Due to the increase of self-sustaining plots, housing enterprises will face two major problems: the difficulty of renting houses and how to break through the profit.
More enterprises' self-sustaining land solutions need to be unlocked, such as operating self-sustaining properties through whole rent, shared rent, self-built teams, etc., to enhance the property value and realize asset appreciation. At the same time, ABS, REITs and other asset securitization products are issued to expand financing channels and reduce financing costs.
At present, the development of the leasing market has entered the "fast lane" under the blessing of more relaxed policies, and the housing enterprises entering the leasing business are also increasing their business layout.
As of July 3 1, 202 1, Vanke Park has entered 33 cities, and the number of stores in China has remained at 369, still ranking first among centralized apartment developers; In terms of centralized apartment operators, Rubik's Cube Group has 306 stores and 22 major projects in the city. Shanghai and Guangzhou have the most projects, followed by Hangzhou, Shenzhen and Nanjing, and third-and fourth-tier cities also have layouts. Operators of decentralized apartments are free of charge. As of July 3 1, 202 1, 10 apartments have entered the city, and about 39,900 apartments have been listed.
On the whole, although the growth rate has slowed down from last month, it still shows a continuous upward trend.
Developing the rental market and insisting on "both rent and purchase" is one of the key tasks of Shanghai housing in the 14 th Five-Year Plan. As the city with the largest cumulative transaction area and quantity of leased land, the construction and development of Shanghai's rental housing system is in the forefront of the country. With more housing rental projects entering the market, Shanghai will gradually realize the multi-level rental housing supply system of "one bed, one room and one suite".
From the perspective of the whole country, from the 13th Five-Year Plan to the 14th Five-Year Plan, the central government has repeatedly adjusted the housing rental market, and gradually promoted the healthy and orderly development of the housing rental market from the supply side, industry supervision and preferential policies. With the gradual implementation of the housing rental plan, the favorable policies will gradually reflect "making real moves and seeing actual results". These will accelerate the standardization and development of the housing rental market, and the housing rental market is expected to usher in long-term development.