地产行业中所有制结构变化的成因与趋势  

Causes and Trend of Change of Ownership Structure in Real Estate Industry

作　　者：陈金至 王越 秦虹 

机构地区：[1]南京审计大学政府审计学院,南京211815 [2]中国人民大学国家发展与战略研究院,北京100872

出　　处：《中国房地产金融》2023年第1期50-56,共7页China Real Estate Finance

摘　　要：2020年以来中国房地产行业中所有制结构出现了国有企业占比阶段性上升的现象,本文对这一现象及其成因进行了深入分析,并对未来发展趋势进行了预判。研究表明,国有房地产企业快速增长的原因有三:(1)国企的财务更加稳健;(2)国企在稳定经济中具有重要的作用;(3)房地产行业正逐步回归民生属性。一方面,出于地方政府稳增长的需要;另一方面,国企在近年来已经获取了大量优质地块。因此我们预计,就中短期而言,国企在土拍市场上的占比仍将占到30-60%的份额;而就长期而言则会出现分化;特别是在民生公益和绿色科技领域,国企将持续发力;而在一般商住类地产领域,民企将重新占据部分份额。This paper makes an in-depth study on the stage rising trend of state-owned enterprises(SOEs)in ownership structure in the real estate industry since 2020,covering the causes and the future development tendency.The analysis shows there are three causes for this phenomenon:(1)the more robust finance of SOEs;(2)SOEs'important role in stabilizing the economy;(3)the trend of real estate industry's gradually regaining the attribute of people's livelihood.On the one hand,it is due to the need for stable growth of local government;on the other hand,SOEs have acquired a large number of high-quality land in recent years.Therefore,we expect that the proportion of SOEs in the land auction market will still account for 30-60%in the short to medium term.However,it will differentiate in the long term.Especially in the fields of people's livelihood,public welfare and green technology,SOEs will continue to promote.Whereas private real estate enterprises will reoccupy some shares in the general commercial and residential real estate field.

关 键 词：地产行业 所有制结构 国有企业 

分 类 号：F27[经济管理—企业管理]