中国居住用地市场的买方集中度分析——基于大数据的研究  

An Analysis of the Buyer Concentration in China’s Residential Land Market:A Study Based on Big Data

作　　者：吴璟[1] 张戎捷 WU Jing;ZHANG Rong-jie(Tsinghua University,Beijing 100084,China)

机构地区：[1]清华大学建设管理系

出　　处：《江西财经大学学报》2020年第1期13-24,共12页Journal of Jiangxi University of Finance and Economics

基　　金：国家自然科学基金重大研究计划培育项目“基于多维度大数据的住房抵押贷款风险管理决策支持研究”(91546113);国家自然科学基金面上项目“土地财政对城市经济增长的影响研究”(71874093)

摘　　要：居住用地是房地产开发最重要的投入要素,定量测算居住用地市场买方集中度是准确把握房地产开发业产业结构现状,进而推动城镇住房市场供给侧结构性改革、科学制定房地产开发业产业政策的关键。本研究利用土地出让公示和工商企业注册两类大数据资源,首次实现了对全国286个城市2008-2017年城市层面居住用地一级市场买方集中度的定量测算。研究结果表明,我国居住用地市场买方集中度已达到较高水平,且近年来呈持续快速上升趋势,至2017年已有超过70%城市属于不同程度的寡占型市场,其中西部地区城市和三、四线城市的集中度尤其高。重新审视并合理调整我国房地产开发业的现行产业政策,已成为当务之急。Residential land is the most important input factor in the real estate development. The quantitative measurement of buyer concentration in the residential land market is the key to accurately grasp the status quo of industrial structure of the real estate developing industry, so as to promote the supply-side structural reform of urban housing markets and scientifically formulate the industrial policies for the real estate developing industry. This study makes use of both the big data resources, i.e.,the land leasing bulletin and the business enterprises registration, and accomplishes for the first time the quantitative measurement of the city-level buyer concentration ratio of the primary residential land markets in 286 cities from 2008 to 2017. The research results show that China’s urban residential land market has actually reached a very high buyer concentration degree, which has still been keeping a fast increasing trend in recent years. Up to 2017, over 70% of the sample cities could be identified as some kind of oligopoly markets, and the concentration ratio is especially high in the cities in the western region and the third and fourth-tier cities. It has become a top priority to re-examine and reasonably adjust the current industrial policies for China’s real estate developing industry.

关 键 词：房地产开发业 买方集中度 居住用地 产业政策 

分 类 号：F293.3[经济管理—国民经济]