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Financial commentary
Posted at 2017-10-18 03:48:58 Share Bar Web version
                        The scale of housing leasing market is expected to exceed RMB 4 trillion. The first and second tier cities become the “main battlefield”
Source: Securities Daily Editor: Oriental Fortune Network

  Click to view>>>Rent and sell rights concept stocks Rent and sell right share capital flow

Analysts said that the rental market is an indispensable part of the real estate long-term mechanism, which helps stabilize the real estate market.

Recently, housing leasing policies have been intensively introduced throughout the country. A report from Orient Securities predicts that by 2030, China's leasing population will reach 270 million people, and the overall market size will reach 4.2 trillion yuan.

An analyst from Orient Securities yesterday stated that the leasing market is an indispensable part of the real estate long-term mechanism, which helps to stabilize the real estate market and promote the return of real estate to residential properties. China's first-tier cities have far fewer rental population and markets than New York, Los Angeles, and Tokyo. The main reason is that their rents are relatively low and the proportion of the leasing population is low. In the future, China's first-tier cities will continue to occupy the largest share of the market, and the market size is expected to double.

According to the Orient Securities Research Report, the current rental population in China is estimated to be 190 million people, and the scale of the leasing market has exceeded trillion yuan. According to calculations, among the 190 million people in the country's total rental population, the floating population and university graduates are the major constituents. In the future, the “main battlefield” of the Chinese leasing market will be in the first-tier and second-tier cities. Therefore, four first-tier cities and 23 second-tier cities have been selected for detailed split calculations. It has been measured that the current scale of the leasing market in China has reached 1.3 trillion yuan, including The share of first-tier cities and second-tier cities is 31% and 20% respectively. However, compared with the mature markets in developed countries, there is still much room for development in terms of both the leasing population and the overall leasing market size.

In addition, the report predicts that by 2030 China's leasing population will reach 270 million people and the overall market size will reach 4.2 trillion yuan. The growth of the leasing population comes from the continuous increase in the size of the floating population. The urbanization process will enter the second stage, and more people will gather from small and medium-sized cities to big cities. The first and second tier cities will be provided with an incremental leasing population. At the same time, the level of rent will also increase with the increase in disposable income and CPI.

Orient Securities analysts said that first-tier cities have increased the supply of leased land in future land supply plans, and have begun to gradually implement, Shanghai has already transferred 6 pieces of pure leased land, and another 10 lands will change the planned use to leased land . The share of the second-tier cities in the future will increase from 20% to 27%, which will be the largest incremental market. Brand apartment companies have also realized this and have begun to actively seize the layout of such cities.

Yan Yuejin, research director of the Yigou Research Center, said in an interview with a reporter from Securities Daily on October 17 that the current leasing market is undergoing a transition from “old lease” to “new lease”, such as the past lease. The emphasis is on the relationship of rights and obligations between the tenant and the landlord. However, in reality, similar rents still have some new elements, including the long-term rental apartment innovations, which are all new features of the development of this round of the leasing market. The increase in the number of leased land around the country also meets the new direction for the development of such a rental market.

“The scale of development of the leasing market in the future is expected to continue to increase. On the one hand, the population size will continue to increase, and the corresponding rental demand will increase. On the other hand, the demand for the leasing market will be further released, including the availability of rental housing. The increase in the area will bring about many new market opportunities, and from the perspective of development, according to the current pilot project in Shanghai, it is expected that the following cities in the major cities will form various types of rental housing to more closely match the needs of renters. "Yan Yuejin said.

House price index (Source: Oriental Wealth Network)

Real estate development data (Source: Oriental Wealth Network)

Real estate sales data (Source: Oriental Wealth Network)

Fund codeFund abbreviationNearly three months earningsFeesoperating
519091Xinhua Pan Resources Advantage Mix12.51%1.50% 0.15%buy Open an account to buy
090013Great competitive advantage11.24%1.50% 0.15%buy Open an account to buy
163409Full Green Investment Mix (LOF)11.10%1.50% 0.15%buy Open an account to buy
001256Ritek optimizes growth mix8.59%1.50% 0.15%buy Open an account to buy
Source: Oriental Wealth Choice Data, Galaxy Securities, Deadline: 2017-10-17

  Multiple releases of the New Deal>>>

  Beijing releases new policy on housing leasing REITs policy appears in this document

  Shanghai accelerates the development and development of the housing rental market

  More than 20 cities issued rental rules commodity housing prices will be inhibited

  Institutional perspective>>>

  Founder Securities: Home Leasing Market Will Surpass RMB 1.8 Trillion in Future Years

Posted on 2017-10-18 04:24:34
                            The beneficiary stocks should be decoration companies, and home decoration materials such as paint, glass, furniture
Posted on 2017-10-18 05:16:14
                            000415 housing, aircraft, refrigerated container faucet
Posted on 2017-10-18 05:16:34
Lin Hai Xue Yuanhai :000415 housing, aircraft, refrigerated container faucet
                            000415 housing, aircraft, refrigerated container rental faucet
Posted on 2017-10-18 05:17:47
Lin Hai Xue Yuanhai :000415 housing, aircraft, refrigerated container rental faucet
                            000415 stock price did not start, cheap enough
Posted on 2017-10-18 05:18:18
                            Also opposed to chasing and selling
Posted on 2017-10-18 06:04:21
                            Rent a private house? Many people now make a fortune by renting a house, and a few people go to work! The entire market has several petaflops!
Posted on 2017-10-18 06:06:58
                            There is no need to dry any job for a suite in a lifetime
Posted on 2017-10-18 06:26:30
                            Are there more people entering the city during this year and I feel that there will be many rural areas?
Posted on 2017-10-18 06:32:47
                            603727 Quotes Start concern
Posted on 2017-10-18 06:46:16
                            BOE estimates that the first three quarters will have a profit of 6.2 billion to 6.5 billion yuan, an increase of 4307.54% to 4520.81%.
Posted on 2017-10-18 06:47:08
                            Sima Yi knew that he was an empty city and deliberately let go of Zhuge Liang. In exchange, I also installed a hollow city plan. If Zhuge Liang was caught, Sima Yi would not use value for the Cao family. Then he would not be able to turn it over. As long as there was Zhuge Liang, the Cao family would keep him against Zhuge Liang. This was called trick.
Posted on 2017-10-18 06:51:04
                            House prices use ass to think about ten years will fall like a collapse, I only left a set of their own live, others are selling stocks, we say good
Posted on 2017-10-18 07:14:49
                            Gravitational wave research, the next step humans can be a large number of synthetic gold and silver and other super heavy metal materials, gold and silver will be greatly devalued. . . .
Posted on 2017-10-18 07:32:52
Posted on 2017-10-18 07:34:57
                            Stable real estate investment in the form of rent
Posted on 2017-10-18 07:54:51
                            No one predicts the trillion market!
Posted on 2017-10-18 07:55:49
Lin Hai Xue Yuanhai :000415 housing, aircraft, refrigerated container rental faucet
                            Powei drop channel
Posted on 2017-10-18 08:00:25
                            The most unappreciated city in the city is low-quality tenants, but nowadays, the city's housing is really a disaster. If you don't properly control low-quality tenants, the lives of the original residents will be greatly damaged. It is best that the law stipulates that only one household can rent one, many people can share the rent, and the future troubles are endless.
Posted on 2017-10-18 08:08:41
Posted on 2017-10-18 08:09:49
                            Up to heaven
Posted on 2017-10-18 08:10:18
                            Gravitational wave research, the next step can be a large number of human synthesis of gold and silver and other super heavy metal materials. . . .
Posted on 2017-10-18 08:17:37
                            Everything in order to high prices and follow-up rose!
Posted on 2017-10-18 08:29:12
                            002016 Shirong Zhaoye is the most likely to become the second Evergrande real estate stock to rise more than 6 times.
Posted on 2017-10-18 08:33:59
                            It rose a little yesterday, and the Securities Times flickered again.
Posted on 2017-10-18 08:34:40
                            At present, the most rented housing is the Chengjiao Village demolition house in Chengzhong Village. The future is still rental housing covered by collective construction land. There is also a part of the original old broken housing after the improvement of housing.
Posted on 2017-10-18 08:37:56
                            Because the population is quantitative, the doubling of the leasing market in the first and second tiers will inevitably lead to a doubling of the population outflows in the third and fourth tier cities. Then the problem will come. Without the support of the demographic dividend, how will the third and fourth tier cities support housing prices?
Posted on 2017-10-18 08:46:15
                            Don't bother trying to dig the bottom and escape the top. The top and bottom are naturally formed, not artificially set, and being able to eat the middle section is a success.
Posted on 2017-10-18 09:20:07
                            Open it today and buy it 100 shares.
Posted on 2017-10-18 09:25:24
Twenty-one years of stock age :The most unappreciated city in the city is low-quality tenants, but nowadays, the city's housing is really a disaster. If you don't properly control low-quality tenants, the lives of the original residents will be greatly damaged. It is best that the law stipulates that only one household can rent one, many people can share the rent, and the future troubles are endless.
                            It’s like how high your quality is
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Source: Securities Daily Editor: Oriental Fortune Network

  Click to view>>>Rent and sell rights concept stocks Rent and sell right share capital flow

Analysts said that the rental market is an indispensable part of the real estate long-term mechanism, which helps stabilize the real estate market.

Recently, housing leasing policies have been intensively introduced throughout the country. A report from Orient Securities predicts that by 2030, China's leasing population will reach 270 million people, and the overall market size will reach 4.2 trillion yuan.

An analyst from Orient Securities yesterday stated that the leasing market is an indispensable part of the real estate long-term mechanism, which helps to stabilize the real estate market and promote the return of real estate to residential properties. China's first-tier cities have far fewer rental populations and markets than New York, Los Angeles, and Tokyo. The main reason is that their rents are relatively low and the proportion of the leasing population is low. In the future, China’s first-tier cities will continue to occupy the largest share of the market, and the market size is expected to double.

According to the Orient Securities Research Report, the current rental population in China is estimated to be 190 million people, and the scale of the leasing market has exceeded trillion yuan. It is estimated that among the 190 million people in the country's total rental population, the floating population and college graduates will be the major constituents. In the future, the “main battlefield” of the Chinese leasing market will be in the first-tier and second-tier cities. Therefore, four first-tier cities and 23 second-tier cities have been selected for detailed split calculations. It is estimated that the current scale of the leasing market in China has reached 1.3 trillion yuan, including The share of first-tier cities and second-tier cities is 31% and 20%, respectively. However, compared with mature markets in developed countries, there is still much room for development for both the leasing population and the scale of the overall leasing market.

In addition, the report predicts that by 2030 China's leasing population will reach 270 million people and the overall market size will reach 4.2 trillion yuan. The growth of the leasing population comes from the continuous increase in the size of the floating population. The urbanization process will enter the second stage. More people will gather from small and medium-sized cities to big cities, and will provide first- and second-tier cities with incremental rental population. At the same time, the level of rent will also increase with the increase in disposable income and CPI.

Orient Securities analysts said that first-tier cities have increased the supply of leased land in future land supply plans, and have begun to gradually implement, Shanghai has already transferred 6 pieces of pure leased land, and another 10 lands will change the planned use to leased land . The share of the second-tier cities in the future will increase from 20% to 27%, which will be the largest incremental market. Brand apartment companies have also realized this and have begun to actively seize the layout of such cities.

Yan Yuejin, research director of the Yigou Research Center, said in an interview with a reporter from Securities Daily on October 17 that the current leasing market is undergoing a transition from “old lease” to “new lease”, such as the past lease. The emphasis is on the relationship of rights and obligations between the tenant and the landlord, but in fact the current similar lease still has some new elements, including the innovation of long-term apartments, which are all new features of the development of this round of leasing market. The increase in the number of leased land around the country also meets the new direction for the development of such a rental market.

“The scale of development of the leasing market in the future is expected to continue to increase. On the one hand, the population size will continue to increase, and the corresponding rental demand will increase. On the other hand, the demand for the leasing market will be further released, including the availability of rental housing. The increase in the area will bring about many new market opportunities, and from the perspective of development, according to the current pilot project in Shanghai, it is expected that the following cities in the major cities will form various types of rental housing to more closely match the needs of renters. "Yan Yuejin said.

House price index (Source: Oriental Wealth Network)

Real estate development data (Source: Oriental Wealth Network)

Real estate sales data (Source: Oriental Wealth Network)

Rent and Sale Concept

Mobile phones can also open accounts to buy funds, click here to download immediately
Fund codeFund abbreviationNearly three months earningsFeesoperating
519091Xinhua Pan Resources Advantage Mix12.51%1.50% 0.15%buy Open an account to buy
090013Great competitive advantage11.24%1.50% 0.15%buy Open an account to buy
163409Full Green Investment Mix (LOF)11.10%1.50% 0.15%buy Open an account to buy
001256Ritek optimizes growth mix8.59%1.50% 0.15%buy Open an account to buy
Source: Oriental Wealth Choice Data, Galaxy Securities, Deadline: 2017-10-17

  Multiple releases of the New Deal>>>

  Beijing releases new policy on housing leasing REITs policy appears in this document

  Shanghai accelerates the development and development of the housing rental market

  More than 20 cities issued rental rules commodity housing prices will be inhibited

  Institutional perspective>>>

  Founder Securities: Home Leasing Market Will Surpass RMB 1.8 Trillion in Future Years