楼市正是抄底期?房价涨跌看这三件事!
2021-12-29 09:45:04 / 瀚海拍卖
<p style="margin-top:0px;margin-bottom:0px;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC Semibold&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><strong>原标题:楼市正在迎来一波抄底期,错过了,你可能会懊悔!</strong></span> </p> <p style="margin-top:0px;margin-bottom:0px;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC Semibold&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <b><span style="font-size:14px;"><br /> </span></b> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:Helvetica;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><strong>01</strong></span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:Helvetica;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;">房价涨跌看起来很复杂,普通人琢磨不透,但其实说到底,只有三件事:</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;1). 未来10年、20年涨不涨。</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;2).&nbsp;3-5年之内涨不涨。</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;3). 1年之内涨不涨。</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;这是关于房价涨跌的三个疑惑了。这三个疑惑,往往最容易引起争论,刚需们也最容易被忽悠,解决了这三个疑惑,就明白了楼市的本质。</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <b><span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;首先回答第一个问题,</span></b><span style="font-size:14px;">凡是认为以后房价不会上涨,拿出各种唬人的经济数据,还有人口老龄化说事的,都是没有基本知识打底、缺乏逻辑思维的水货。</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;为什么呢?一是未来中国各个城市会出现很大的分化,大城市圈人口不断聚集,非城市圈人口流失严重,所以大城市圈人口是净增长的,尤其是一二线的大城市,随着城镇化、人才落户等措施的加快,会不断有年轻人补充进来,大大降低常住人口老龄化比例。</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;所以未来10-20年房价涨不涨,还是要分城市看,在不在大城市圈,人口是不是净流入的,当地常住人口老龄化比例是多少?</span><span style="font-size:14px;"><strong>很显然,放在</strong></span><span style="font-size:14px;"><strong>10-20</strong></span><span style="font-size:14px;"><strong>年来看,凡是在大城市圈、人口净流入的城市,一定要长期看涨的。过早看空楼市,是无能的表现。</strong></span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><strong><br /> </strong></span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><strong>&nbsp; &nbsp; &nbsp;&nbsp;第二个问题,</strong></span><span style="font-size:14px;"><strong>3-5</strong></span><span style="font-size:14px;"><strong>年涨不涨。</strong></span><span style="font-size:14px;">这是一个中期的问题,普通人置业房产,即使要卖掉,也必须持有3-5年左右的时间,这个是交易税费、房产的长短周期来决定的。</span><b><span style="font-size:14px;">过去买房就能赚,无非是抓住了全国城镇化、人口的红利,但以后城市之间分化越来越厉害,分析全国房价情况,已经没有任何意义了。</span></b> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <b><span style="font-size:14px;"><br /> </span></b> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <b><span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;现在要结构性行情,只有大城市圈的城市,才有机会。</span></b><span style="font-size:14px;">以前北京是三年一个周期,三年一大涨,全国是五年一个周期,五年一大涨。但未来的形势会发生变化。我们看全国的房价走势,从2017年以后,一线城市是下跌的,二线在上涨,三线城市涨幅最快。即使是同一时期,全国一二三线城市的涨跌是不同的,甚至是相反的。</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;所以怎么判断一个城市3-5年的房价走势呢?一是看政策,调控政策就代表了对涨跌的态度,如果过快上涨,那么就要打压,如果地区库存过多,会通过人口落户、减免房产交易中的税费等相关政策适度放松。(放松限购限贷短期是不可能的,因为对楼市刺激太大了)</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;另外还要看供需关系。近两年的土地出让情况、市场上的库存情况,如果一个地块近两年土地出让很多,市场上库存是有史以来最高,那么大概率是不好涨的。如果近两年一个城市土地出让情况逐渐减少,同时政策开始有一些松动,那么还是及早上车的好。</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="text-align:center;margin-top:0px;margin-bottom:0px;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><img src="https://fapai-public.oss-cn-beijing.aliyuncs.com/pic/20191112/1573536496160314.png" alt="" /><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;第三个问题,就是1年之内涨不涨。短期的楼市行情,主要是受政策影响,以及楼市的季节性因素决定的。</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;政策影响是什么?突发性质的利好,比如划个新区,比如人口落户,比如今天深圳调整住宅标准线,减免税费等等。楼市的季节性因素,就是正常市场下(突发性的政策收紧、放松除外),</span><span style="font-size:14px;"><strong>基本上经济面向好的城市,每年</strong></span><span style="font-size:14px;"><strong>3-5</strong></span><span style="font-size:14px;"><strong>月份都有迎来一波小涨。</strong></span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><strong><br /> </strong></span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;如果市场更好的情况,那么金九银十也有可能。如果市场不好,金九银十就会泡汤。而6-8月份,是楼市的真空期,市场比较平稳,或者可以说冷淡。</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;这就是房价涨跌的方法论,虽然说起来简单,但是还要参考政策、土地出让、商品房库存等等因素,综合起来看,很多人懒得收集数据,不愿动脑子,所以只能被骗子们牵着鼻子走。但掌握这个方法论不是没好处的,如果你想鉴定一个大V是不是骗子,那么就看他关于楼市这三个问题的回答。</span><b><span style="font-size:14px;">如果都说涨,或者都说跌的,那百分之百是骗子。</span></b> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <b><span style="font-size:14px;"><br /> </span></b> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:Helvetica;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><strong>02</strong></span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">以北京为例,我们用上述方法来解读下。一个城市3-5年主要的房价走势,应该如何观察?</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;第一个问题:未来10-20年北京房价还会上涨吗?</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;会,当然会。有人问,怎么可能?北京不是在疏解人口吗?北京老龄化也很严重呀。看起来是这样。根据有关部门统计,2017年底北京全市60岁及以上户籍老年人口约333.3万,占户籍总人口的24.5%,户籍人口老龄化程度居全国第二位。</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;看起来很惨对不对。我们再来看另外一组数据——根据有关部门统计,2017年末北京常住人口中65岁及以上人口为10.90%,为全国第十五位。如果单算65岁以及以上人口总数,北京老人总数在全国排名20名以外。</span><b><span style="font-size:14px;">这与很多城市的常住人口、户籍人口老龄化程度都很高的情况,几乎是天壤之别。</span></b> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <b><span style="font-size:14px;"><br /> </span></b> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;北京户籍60岁以上人口占比是24.5%,常住人口65岁以上人口占比才10.90%,这是为什么?因为北京有三分之一的外来人口,而这些人群绝大多数是年轻人。这说明什么?即使是在加快疏解非首都功能的前提下,依然有大量的年轻人选择来北京工作,这就是大城市的吸引力。</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;第二个问题,未来3-5年,北京房价怎么走?这是中长期的问题。首先声明,这里我无法预判未来的政策走向,以及各种突发情况,但我们根据现有的数据,依然可以得出一些有意思的结论。</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <b><span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;</span></b><span style="font-size:14px;"><strong>过去十年,北京楼市是三年一个周期。也就是三年内必有一波涨幅</strong>。</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="text-align:center;margin-top:0px;margin-bottom:0px;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><img src="https://fapai-public.oss-cn-beijing.aliyuncs.com/pic/20191112/1573536544160315.png" alt="" /><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;有人说,这种周期性规律主要是叠合了货币周期、经济周期造成的,其实不用那么复杂,我们直接从供需角度看就可以。比如,举个例子,我找出北京市2010年-2016年历年的土地供应情况。大家看看能不能找出什么规律。</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="text-align:center;margin-top:0px;margin-bottom:0px;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><img src="https://fapai-public.oss-cn-beijing.aliyuncs.com/pic/20191112/1573536588160317.png" alt="" /><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;请注意,这里2010年土地供应完成率是101%,超额完成,我们可以看到2010年是个土地供应大年,所以2010-2011年北京房价稳中小跌。再来看,2013年的土地供应完成率达到108%,13年北京出现了一次小涨,但却是有史以来北京历次周期涨幅最低的,而14年北京房价稳中小跌。</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;而在上涨的年份中,比如12年、16年,北京土地供应的完成率一个是69%,一个才38%。</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC Semibold&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;<strong>这说明了什么?</strong></span><span style="font-size:14px;"><strong>在住房需求比较稳定的市场下,当年的土地供应,可以影响未来</strong></span><span style="font-size:14px;"><strong>1-2</strong></span><span style="font-size:14px;"><strong>年的房价走势</strong></span><b><span style="font-size:14px;">。</span></b> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC Semibold&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <b><span style="font-size:14px;"><br /> </span></b> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;如果我们把11-16年的土地供应平均计算,那么可以得出一个准确的数据——北京平均每年的土地供应量在1236公顷,其中有753公顷的保障住房,而商品房住宅供应只有483公顷。</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <b><span style="font-size:14px;"><br /> </span></b> </p> <p style="text-align:center;margin-top:0px;margin-bottom:0px;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <b><span style="font-size:14px;"><img src="https://fapai-public.oss-cn-beijing.aliyuncs.com/pic/20191112/1573536630160318.png" alt="" /><br /> </span></b> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <b><span style="font-size:14px;"><br /> </span></b> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <b><span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;483</span></b><b><span style="font-size:14px;">公顷,这是一个水平线。</span></b><span style="font-size:14px;">远远超过这个数据,那么未来1-2年北京房价比较平稳。如果这个数据萎缩,那么未来1-2年北京楼市将会出现供不应求的局面。</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;再看接下来的几年。2017年,是一个供应大年。</span><span style="font-size:14px;"><strong>北京商品住宅用地供应量达到</strong></span><span style="font-size:14px;"><strong>721</strong></span><span style="font-size:14px;"><strong>公</strong></span><b><span style="font-size:14px;">顷</span></b><span style="font-size:14px;">,供应计划完成率111%。这直接导致2017、2018年的市场有大量供应,所以房价比较平稳。而土地市场降温,流拍不断的2018年,住宅用地成交成交面积624万㎡,环比2017年下降36%,</span><span style="font-size:14px;"><strong>限价房用地占比最大,成交面积</strong></span><span style="font-size:14px;"><strong>496.92</strong></span><span style="font-size:14px;"><strong>公顷</strong></span><span style="font-size:14px;">——这已经是一个相当不错的成绩了。</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="text-align:center;margin-top:0px;margin-bottom:0px;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><img src="https://fapai-public.oss-cn-beijing.aliyuncs.com/pic/20191112/1573536696160319.png" alt="" /><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;再来看今年上半年的供应情况。在成交土地规划建筑面积中,可售商品住宅是</span><b><span style="font-size:14px;">207.34</span></b><b><span style="font-size:14px;">公顷。</span></b><span style="font-size:14px;">而我们知道,下半年土地供应,至少目前来看,不如上半年。因为2017、2018年供应量很大。根据目前情况来看,2020年房价总体会比较平稳。</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC Semibold&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <b><span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;但是</span></b><b><span style="font-size:14px;">2021</span></b><b><span style="font-size:14px;">年,我们这里要打一个问号。</span></b> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC Semibold&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <b><span style="font-size:14px;"><br /> </span></b> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:Helvetica;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <b><span style="font-size:14px;">03</span></b> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;接下来我要说的是,第三个问题。近一年内楼市行情怎么走。经常听到一些大V们在年底说,我敢打赌,不出3个月,楼市必然回暖。结果到了第二年的3月份,楼市果然回暖,很多吃瓜群众纳闷:神了,预测好准。</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC Semibold&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><strong>&nbsp; &nbsp; &nbsp;&nbsp;我呸。其实不过是抓住楼市一年内的季节性变化而已。</strong></span><span style="font-size:14px;"><strong>通过土地供应可以粗略判断房价大概的涨跌情况,但一年之内细微的波动,还是体现在楼市的季节性变化中</strong></span><b><span style="font-size:14px;">。</span></b> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC Semibold&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <b><span style="font-size:14px;"><br /> </span></b> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;我这里要说的是,接下来的几个月,从11月份到2月份之前,市场会给正在买房的人发一笔红包。而明年3月份之后买房的人,也可能会因为错过这个红包而后悔。为什么这么说呢?对于二手房成交占主流的市场来说,要么年底会出现翘尾行情,要么每年3-5月份,会迎来一波小阳春,这是惯例。</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="text-align:center;margin-top:0px;margin-bottom:0px;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><img src="https://fapai-public.oss-cn-beijing.aliyuncs.com/pic/20191112/1573536722160320.png" alt="" /><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;“小阳春”如果3-5月份二手住宅月均交易量高于1-2月份月均交易量10%,就会出现小阳春。“年底翘尾”:11-12月份二手住宅月均交易量高于9-10月份月均交易量10%,就是“年底翘尾”。</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <br /> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC Semibold&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <b><span style="font-size:14px;"><br /> </span></b> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;新房市场,为了业绩和汇款,往往年底会尽快冲刺走量,尤其是当下供应量很大的大兴、昌平区,而第二年小阳春,很可能因为造势或者市场短暂回暖,折扣力度没那么大。买新房,年底也是一个比较不错的选择。</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="text-align:center;margin-top:0px;margin-bottom:0px;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><img src="https://fapai-public.oss-cn-beijing.aliyuncs.com/pic/20191112/1573536747160321.png" alt="" /><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;你看,如果掌握了方法论,在合适的时机进入,就会谈下相对划算的价格,算不算是市场发给买房人的红包呢?但市场上,坑和漏并存,抄底和置业共生。</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;">&nbsp; &nbsp; &nbsp;&nbsp;最后给大家的建议是:年底适合抄底。但抄底需要本钱。适合抄底的人:刚需,改善者。不适合抄底的人:高杠杆进入、炒房客、想着短期发一笔横财的人。持有房产,就像持有一朵时间的玫瑰,只要足够耐心,玫瑰自然会绽放。</span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"><br /> </span> </p> <p style="margin-top:0px;margin-bottom:0px;text-align:justify;font-stretch:normal;font-size:10.5px;line-height:normal;font-family:&quot;PingFang SC&quot;;-webkit-text-stroke-width:initial;-webkit-text-stroke-color:#000000;"> <span style="font-size:14px;"> </span> </p> <p style="margin-top:0px;margin-bottom:0px;font-stretch:normal;line-height:normal;font-family:&quot;Helvetica Neue&quot;;"> 来源:猫叔聊地产 </p> <br /> <p> <br /> </p> <div> <br /> </div>
来源:瀚海拍卖
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