现房政策:地产发展新模式渐成型,现房销售有力有序推行。2021 年中央经济工作会议首次提及“房地产发展新模式”,在后续3 年多持续探索中,地产发展新模式逐步成型,我们推演可能包括:好房子、人房地钱、房屋全生命周期管理、现房销售制度等。其中,我们认为现房销售制度属于房地产发展新模式长效机制的一部分,并非短期一次性的制度切换,这就需要从长期战略的角度兼顾短期和长期的改革影响。中央层面,2023 年1 ...
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