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上海启动收房政策,广州会跟进吗?

  • 2026-02-06 12:28:53
上海启动收房政策,广州会跟进吗?
本月2号，上海启动了收购二手住房用于保障性住房的政策，引起市场一丝骚动。
有人惊呼：哎呀妈呀，这算是大利好！
有人疑惑：这个跌跌不休的房价，是不是可以涨了？
我们来看政策细节——针对的是400万以内、核心地段老破小、以置换新房为目的的房源。
收购之后不是给钱，而是给房票让你去买新房——本质是为了新房库存的去化。
如果你是上海的业主，你大概会问，那收购价格呢？
如果你是广州的业主，你觉得会跟进吗？其实广州不仅跟进，而且已经正在践行。
现在很多黄埔村民的拆迁款以房票形式补偿，不正是缩小版的上海收房政策吗？
广州的目的也是为新房市场做去化，跟上海的政策是异曲同工的。
上海的收房政策实施效果如何不知道，但是我们可以看看广州的。
广州的房票出来之后，市场并没有按照高层意志定向去化黄埔的房源，反而是慢慢扩大房票可以购置的新房，从黄埔蔓延到天河。
作为拆迁户，村民想要的并不完全是房子，而是现金——所以市场才出现了房票以打折的价格在流通交易。
不可否认，房票确实可以带动一手的成交量，给外人一种市场复苏回暖的现象。
启动房票的背后，其实是市场上增量资金进场的缺席——置换链条断了，没有增量资金了，不得不为之的做法。
刚刚好又能够更新城市面貌，是一箭N雕的好棋。
但是，对于之前买入楼盘没有享受到房票折扣买房的准业主而言，则未必。
首先，有些楼盘主打的是学位，村民拿着房票来买房会让这批准业主觉得自己的小区生源没有那么纯粹了。
其次，对于那些房票买家而言，相当于他们买的新房总价是打折扣的，那是不是意味着，哪天他们要卖房的时候价格是不是可以相对无痛调整呢？
一张房票，当它从村民手里流入市场的时候打了一次折扣；
这个折扣表面上是房票的面值折损了，其实是那些只要变现不要砖头的村民对于房子保值的质疑。
当这批以房票形式买入的期房变成现房流入二手市场时，如果价格坚挺就是粉碎质疑，如果价格不坚挺就是做实质疑。
由此说明，房票只能实现提高去化率，无法让价格稳住。
新房成交量是上去了，可是有房票参与的新盘和没有房票参与的新房，它们在购买者的眼里还是同一个新盘吗？
这是一个市场叩问。
我认为，大批量的收房并不会发生，也很难落地；只能小幅实行，略表姿态。
目的是给市场鼓舞信心。
一位炒股的朋友告诉我，牛市的前期是庄家在动，散户在看；牛市的后期是散户在动，庄家在撤。
收房政策的意图大抵如此。
这几天看到不少人在发元宝和千问的分享安装链接，有一个网友是这样调侃的：
下载之前是爷，下载之后是孙。
映射到楼市，请问你买房的时候感觉是爷是孙？卖房的时候感觉是爷还是孙呢？
如果需要卖房咨询的，欢迎后台私信。
本文来自网友投稿或网络内容，如有侵犯您的权益请联系我们删除，联系邮箱：wyl860211@qq.com 。

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  1. CONNECT:[ UseTime:0.000662s ] mysql:host=127.0.0.1;port=3306;dbname=c460;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000598s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000271s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000316s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000521s ]
  6. SELECT * FROM `set` [ RunTime:0.000190s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000550s ]
  8. SELECT * FROM `article` WHERE `id` = 485820 LIMIT 1 [ RunTime:0.001314s ]
  9. UPDATE `article` SET `lasttime` = 1770359626 WHERE `id` = 485820 [ RunTime:0.019284s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.000250s ]
  11. SELECT * FROM `article` WHERE `id` < 485820 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000467s ]
  12. SELECT * FROM `article` WHERE `id` > 485820 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.000473s ]
  13. SELECT * FROM `article` WHERE `id` < 485820 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.001446s ]
  14. SELECT * FROM `article` WHERE `id` < 485820 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.000808s ]
  15. SELECT * FROM `article` WHERE `id` < 485820 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.001185s ]
0.171909s