面对中国严重的房地产危机,中国国家主席习近平希望重拾社会主义住房观,重新由政府来掌管房地产市场。这也是他持续抑制民营部门的举措之一。
据美国《华尔街日报》16日援引政策顾问的说法和政府最近的公告,中国的新战略是由官方接管国内房地产市场的更大份额,这将改变多年来房地产业由民营部门主导的局面。
该战略有两大方案作为支柱。其中一套方案是,由国家收购民营房地产市场上的不良项目,并将其改造成住房,再由政府出租或出售。另一套方案主张国家本身为中低收入家庭建造更多的保障性住房。
报道说,中央政府的经济官员们仍在研究如何执行这项房地产战略。经济学家警告说,该计划即便能实现,可能也需要数年时间才能完成,而且成本巨大。分析人士称,未来五年每年的成本可能高达2,800亿美元,总计约
1.4万亿美元。
报道指,专家们对此战略持怀疑态度。其中,香港大学经管学院教授陈志武认为,这种依靠国家投入的新住房战略无法持续支撑市场。他说,鉴于中国面临的人口挑战和供应过剩问题,利用政府资金购买不良房地产不会有什么效果。政府干预还可能引发令人不安的社会公平问题。
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