Through the market

Guangzhou old reform, press the acceleration button.

Recently, the Guangzhou Municipal Development and Reform Commission officially released the "Guangzhou Key Construction Project Plan for 2020". According to the document, there are 33 key urban renewal projects this year, including 10 for old residential areas, 17 for old villages and 6 for old factory buildings, with a total investment exceeding166.4 billion yuan. Among them, the total investment of 17 old village reconstruction exceeds160.2 billion yuan, and the annual planned investment is 913.5 billion yuan.

Compared with other first-tier cities, Guangzhou's urban renewal started earlier and has systematic characteristics. With the continuous adjustment and improvement of policies, many housing enterprises actively participate in the urban renewal of Guangzhou. The data shows that in the first half of 2020 alone, 28 old renovation projects in Guangzhou found cooperative enterprises, the number of which was the same as that in 20 19.

Behind the vigorous old reform, some housing enterprises entered the market to share the stock cakes, and the role of the Guangzhou government changed.

The enthusiasm of housing enterprises to participate in Zengcheng has not diminished.

According to the statistics of China Net Real Estate, from June to June, 2020, 28 old renovation projects in Guangzhou have found cooperative enterprises, with a total area of 18392500 square meters; Excluding five projects with undisclosed investment, the total investment exceeds 654.38+30 billion yuan.

It is noteworthy that in June this year alone, housing enterprises seized 12 old renovation projects, accounting for 42.86% of the total projects in the first half of this year. Looking at the 12 project again, the old renovation projects in Zengcheng District of Guangzhou account for more than half, reaching 7. In addition, in the first half of 2020, Zengcheng District accounted for 17 of the 28 old renovation projects in Guangzhou.

The scale and speed of Zengcheng's old reform are second to none in Guangzhou. According to incomplete statistics, there are nearly 40 old villages in Zengcheng District that are interested in rebuilding old villages. However, since June 5438+ 10 this year alone, there have been 23 open bidding cooperative enterprises in old villages, with a total investment exceeding 100 billion.

As early as the beginning of this year, the work report of Zengcheng district government pointed out that in 2020, there will be 40 old city reconstruction projects, 2 1 old residential areas will all be put into construction, and 8 old village reconstruction projects will be solidly promoted.

The heat of the old reform in Guangzhou has not diminished, which naturally attracted many housing enterprises to participate. Among them, there are many housing enterprises that entered the old reform market in Guangzhou for the first time.

On March 27th, Junfa Group, a Yunnan housing enterprise with rich experience in old renovation, held a signing ceremony of cooperation intention agreement with the old village renovation project of Lanshan Village, Xiancun Town, Zengcheng District, Guangzhou. It is reported that this is the first time that Junfa Group has laid out Guangzhou as the second project to enter Guangdong-Hong Kong-Macao Greater Bay Area after formally laying out Foshan on 20181.

On May 3 1, Hanyu Group, a housing enterprise in Henan Province, entered Guangzhou for the first time and won the old reform of Nansha TaiShi Cun. /kloc-entered Zengcheng 0/8 days later and became a cooperative enterprise of Matai Village Reconstruction Project in Shitan Town. It is reported that in 20 18, Hanyu Group began to enter the Guangzhou market, and has now laid out several projects in Nansha, Conghua and Zengcheng.

On June 1 day, Evergrande, which did not appear in the public bidding for Guangzhou's old renovation, also won the first old renovation project in Guangzhou and became a cooperative housing enterprise in the second, third, fourth and sixth old villages of Licheng Street Economic Cooperative in Zengcheng District.

On June 22nd, Hejian Group, a Shenzhen real estate company, won the old renovation of Zengcheng Liaocun with a total investment of 65.438+0.5 billion yuan, which is the first time Hejian entered Guangzhou. In the past, the Group mainly focused on urban renewal in Shenzhen and real estate development in Linshen District.

In addition, in the first half of 2020, the land area of the old village reconstruction project in Zengcheng Changgang Village was 2,248,400 square meters, which was the largest among the 28 old village reconstruction projects. Jointly developed by Shanghai Shenglong Group and Zhujiang Investment. It is worth noting that Shanghai Shenglong Group, a foreign-funded housing enterprise, won eight old renovation projects in Guangzhou within two years.

In June, New World China laid out its fourth old renovation project in Guangzhou-Zengcheng Xiajie Village old renovation project, and won the highest expected total investment of Guangzhou old renovation project in the first half of 2020 with an expected total investment of more than 20 billion yuan.

According to industry analysis, few developers participated in the renovation of old villages in Guangzhou more than ten years ago. With the continuous adjustment and improvement of the old reform policy, the procedures and processes are gradually transparent, the supporting facilities around the old villages in Guangzhou are gradually improved, the land value is improved, the profit space is increased, and the enthusiasm of housing enterprises to participate continues to heat up.

From guiding to leading, the role of the government is becoming clearer and clearer.

To some extent, the roles of developers, market and government participants tend to be standardized, and at the same time, many parties can form a joint force.

From "government guidance and market operation" in document No.78 of Yuefu in 2009 to "strengthening government leading, planning management and planning guidance" in document No.20 of Suifu in 20 12, and then to "government leading, market operation and overall planning" in Guangzhou's urban renewal measures in 20 15.

In recent ten years, the role of Guangzhou government in urban renewal has gradually changed from guiding to leading. Therefore, the relevant leaders of Guangzhou Urban Renewal Planning and Research Institute told China Net Real Estate that under the policy system in 2009, the real estate industry at that time was still an incremental market. At that time, the Guangzhou government was still in the exploratory stage and did not form a system, so the role of the government was still based on guidance.

Since Guangdong province issued the "three old" transformation policy in 2009, Guangzhou has been exploring the organized and systematic "three old" transformation work under the guidance of relevant policies, and in 20 15, the "Guangzhou Urban Renewal Measures" was issued, which formally incorporated the contents of the "three old" transformation into urban renewal.

In the same period, Guangzhou Urban Renewal Bureau was formally established, which is the first municipal specialized agency in China.

In 20 16, the Guangzhou municipal government further promulgated and implemented the Master Plan for Urban Renewal of Guangzhou (20 15-2020). From April 2065438 to April 2009, the Guangzhou Municipal Government issued the Detailed Rules for the Implementation of Further Promoting Urban Renewal in Guangzhou, covering comprehensive renovation of old villages, piecemeal renovation and minor renovation of urban renewal, and increasing support for urban renewal projects. Since the last round of Guangzhou Urban Renewal Master Plan will expire in 2020, Guangzhou also launched the public bidding for the project "Guangzhou Urban Renewal Special Master Plan (20 18-2035)" on August 20/9.

After ten years of exploration, Guangzhou has formed a mature policy system, whether it is the comprehensive transformation of old villages or micro-transformation, or the transformation of village-level industrial parks. In addition, Guangzhou's urban renewal work has developed from scattered and piecemeal in the past to centralized management by the Ministry of Natural Resources, and has been promoted in a planned and step-by-step manner.

During this period, the role of Guangzhou municipal government changed from guiding to leading, and its initiative was enhanced. This means that the participation space of housing enterprises has expanded and the interests have been guaranteed to a certain extent.

The government belongs to the government and the enterprise belongs to the enterprise.

At present, Guangzhou's urban renewal ("three old" transformation) system is mainly composed of comprehensive transformation (traditional "three old" transformation) and micro transformation (Guangzhou characteristics).

Among them, the comprehensive transformation (traditional "three old" transformation) mainly includes three forms of transformation: old factory buildings, old villages and old towns. Micro-transformation (Guangzhou characteristics) mainly includes four forms: independent village-level industrial park, old factory buildings on state-owned land, comprehensive transformation of old villages and micro-transformation of old communities.

Micro-transformation, as the main work of the government concerned about people's livelihood, is led by the government and invested by the government. In terms of comprehensive transformation, in the past decade, the government has been giving way to enterprises and enhancing the enthusiasm of enterprises to participate in urban renewal.

In this regard, the above leaders said that the government has formulated and implemented some supporting policies on how to make market players more active and attract their participation. For example, in the comprehensive renovation of old villages, the government has made concessions to enterprises through bottom-up basic data survey and backward control indicators.

At the same time, the workflow of Guangzhou's urban renewal has been continuously simplified, and the power has been delegated to all districts under Guangzhou's jurisdiction, making each district the first responsible subject of urban renewal.

With the continuous improvement of Guangzhou's urban renewal policy, more and more powerful housing enterprises participate in Guangzhou's urban renewal. It is understood that in the previous urban renewal projects in Guangzhou, most of the housing enterprises that won the bid were within the local scale of 654.38+000 billion. Nowadays, Country Garden, Poly, Evergrande, Sunac and other head housing enterprises have all entered the Guangzhou urban renewal circle, and their enthusiasm is getting higher and higher.

In this regard, the industry analysis, macro-policy, the development of first-tier cities has been within the boundaries of urban growth designated by the state, disorderly external expansion has come to an end, and most of them are tapping potential internally. It is reported that in addition to infrastructure projects such as people's livelihood, the Ministry of Natural Resources has no longer issued new construction land targets to the Pearl River Delta. In this case, housing enterprises can only make a fuss about revitalizing the stock.

At the micro-policy level, Guangzhou has issued many favorable policies in urban renewal in recent years, which has enhanced the participation of housing enterprises. For example, in the Accounting Method for Comprehensive Renovation of Old Villages in Guangzhou issued by Guangzhou Housing and Urban-Rural Development Bureau on 20191,how to calculate the renovation expenses of old villages in Guangzhou, as well as the relocation and renovation of villagers, temporary relocation expenses and relocation incentives are all explained in detail. For real estate developers, the cost of renovation will also be greatly reduced, and the implementation of the policy is conducive to the promotion of urban renewal in Guangzhou.

Talking about the unique advantages of Guangzhou's urban renewal and development, the above-mentioned leaders said that the land included in the stock resources can be sold by agreement after the government map is completed. This is the biggest policy given to Guangzhou by the Ministry of Natural Resources, which is not available elsewhere. As for the development experience, he said frankly that every transformation plan of urban renewal was formed on the basis of full consultation among government functional departments, villagers and transformation subjects, and it is a unique experience of urban renewal and development in Guangzhou.

Generally speaking, Guangzhou's stock market is gradually becoming the main battlefield of housing enterprises, and the most critical policy support and government leadership are also boosting Guangzhou's urban renewal to a new level.