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Like other people who plan to stay in Shanghai, progress, development and greater space will always be the key words of Zheng Casey's life, and the signature on the deed seems to be the only sign that can mark all efforts.

Text | Zhu Kaili

Edit | Chu Ming

Operation | small

In the last month of 2020, Rebecca was most afraid of spending the weekend. Weekend is the time when people who are anxious to buy a house concentrate on looking at the house. The stairwell is crowded with housekeepers and agents, who are wandering around Shanghai with a lot of deposits in their hands. Houses with better locations will basically be taken away after the weekend. Rebecca is nine months pregnant. She looks at the house in Shanghai with a belly, and walks 10 to 20 thousand steps a day, which feels like riding a roller coaster. When I am most anxious, I can't sleep all night, and I have to go to work with a big belly the next day.

165438+ 10, the couple sold their only house and planned to replace it. The husband handed Rebecca an article in the official WeChat account with a stirring title: "I have 10 million, but I can't buy a house in Shanghai". "I feel melodramatic, how is it possible? As a result, it was soon discovered that it was really like this. Later, the more you look, the more expensive it is. The budget of 89 million has increased to10 million, and it is difficult to see a desirable house. "

65438+10.219: 00 pm, Shanghai urgently issued a new regulation policy to crack down on the overheated property market. A few months ago, the Shanghai property market was extremely hot: the landlord repeatedly jumped the price and refused to sell the house; The intermediary clamored that "after two months, there will be no second-hand houses for sale in Shanghai"; 65438 The newly-opened real estate that entered the market in February, 1 suite source needs at least three people to compete, and the popular real estate even needs 10 people to compete, and there is a fund-raising threshold.

In the past three years, affected by the 20 16 "Shanghai Nine Articles" policy, the Shanghai property market has been at a low point. The topic of house has been off the table for a long time in Shanghai. It is one of the biggest commodities that human beings can consume, and it is also a witness to the changes of personal life. For many young people who have just arrived in this city, it is also a goal to hold the belief that hard work will pay off.

The property market is changing, and people living in this city are suddenly pushed into this market in advance, so they have to reconsider the specific location and price of taking root in the future.

In a real estate sales center, buyers lined up to submit lottery materials. Figure /cfp

Breathe with the market

Liu Aiwen worked as a real estate agent in Shanghai for seven years. His most impressive order was to show customers a secondary school district in the city center last month. The landlord jumped 65,438+10,000 yuan at the scene. While the customer is still hesitating, the landlord has picked up the phone of another intermediary-"Do you want to talk?" I'll pick you up in my car. "The second team rushed to the scene to see it. Liu Aiwen said that he has been an intermediary for so many years, and such a scene rarely happens: a group of customers sit in a conference room and are separately negotiated.

According to Liu Aiwen's estimation, the recent increase of Hongqiao, Changning and Xuhui plates he is in charge of is about 15%. "What is this concept? The turnover rate is so high that people who watch it panic. All the just-needed customers who didn't intend to change have come out to change. The first wave was the epidemic, which greatly stimulated customers with a total price of more than 7 million' medium and high bids' to replace their properties and buy better and more private houses. The new housing market is hot, causing many customers who just need to shake the number to flow into the second-hand housing market. "

There is no shortage of houses for sale in Shanghai-this long-standing impression has begun to be questioned in many people's minds. About from last year's 1 1, the information about "Shanghai has no room to buy in two months" has spread. Sometimes it is the circle of friends of the intermediary, and sometimes it is a picture that can't stand scrutiny in the official account article of WeChat. Because there is no clear real-time statistical data of the second-hand housing market, the most frequently quoted statement comes from the data of Keke Holding Company: "There are 42,000 sets of second-hand housing in Shanghai. According to the current pace of dismantling about 27,000 sets a month (65,438+39,000 sets in February 2020), there will be no second-hand houses for sale in Shanghai within two months. "

In fact, although the transaction volume of second-hand houses in Shanghai has rebounded in 2020 compared with the past three years, the transaction volume of 300,000 sets is only the same as that in 2065,438+03, which is 60,000 sets worse than the peaks in 2065,438+05 and 2065,438+06. In the land market, Shanghai is also increasing the transaction scale of commercial residential land year by year. In 2020, the construction area was 9.28 million square meters, nearly three times that of 20 18. Rising house prices and landlords' reluctance to sell are the main reasons for the illusion that there is no room to buy in Shanghai.

Liu Aiwen's explanation of "no room to buy" is "the house bought six months ago 1 10,000, and now10.2 million. There is still a house, but if the customer is still half a year ago, there will be no satisfactory housing. "

He often advises customers that you have to "breathe" with the market. To put it bluntly, it is to admit the rise.

Emotions are contagious, and people in all games are interacting with each other. Those who call for a United front among owners and hang high prices are nicknamed "house price patrol" They will find the person with the lowest listing price in the community and ask the other party to increase the price online.

For some owners who bought houses at "high point" four years ago, this wave of market is a good opportunity for them to solve their problems.

The Yuqiao plate in Pudong has always been a low-lying land in the middle line, and it has been nicknamed "the legend of high-voltage lines" in the property market forum because there are high-voltage power lines and garbage incineration plants nearby. In mid-September, the legendary owners at sea were boiling. A house with a unit price of 74,000 yuan made the owner see hope: "Hang it for me and hang it to 85,000 yuan." At present, there are 6 suites listed on the platform, and the highest price has reached 1.2 million. With the cooperation of the school district and the owner Qi Xin, The Legend of High-voltage Lines has also been translated.

The price trend of Legend of the Sea in the past year. Graphics/network

Li Yu, who works in a consulting company, has worked in Shanghai for more than 4 years. After the National Day, he began to look at the house and bought a new house before the house price soared. In this process, people around him gradually talked about the topic of rising house prices. Lot, the king of the real estate industry, was also questioned in Shanghai at the end of the year-I heard that the housing price of the school district near Zhangjiang High-tech Park is comparable to that of the riverside mansion in Pudong; A colleague originally planned to buy a house in the outer ring of Pudong, which rose by 2 million yuan a month. "Now the house price has nothing to do with the location, and you can't understand it at all."

The houses collected in Li Yu's mobile phone are basically sold now. His hometown is Changzhou, and he is 27 years old. Colleagues his age all have similar plans to him: always go up the road, earn more money and move to a better place.

For those young people who desperately want to stay in this city, Shanghai is two worlds to them. "If you don't go into this market and actually go to see the house, you won't feel this madness." Zhejiang native Zheng Kathy has been in Shanghai for nearly ten years. She described herself as "from the countryside". One day when she took a taxi, she asked the driver, "Master, how is the house price in Yangpu District recently?" Is it rising badly? I ask because Yangpu District has good educational resources. As a result, the other party had no idea at all: "I don't know, do you?" "

"Sincerity" has a price.

When did the Shanghai property market start to "skyrocket"? Everyone has their own observed signals. However, many people mentioned that they were deeply impressed by Panlong Tiandi.

Like Shenzhen, Hangzhou and other cities, buying a new house in Shanghai also requires approval and then lottery, commonly known as "playing new". 65438+ 10, Panlong Tiandi launched the 948 suite source in one breath. After a subscription period of four and a half days, a total of 37 15 groups of customers subscribed, setting a new record for the number of people who subscribed for real estate in Shanghai.

This is a residential area in the west of Xu Jing Panlong Ancient Town, which is even further west than Hongqiao Airport. Developers use such words to package: "enjoy the surging dividend of the development of the Yangtze River Delta." Not far away, Hongqiao Business District has settled in nearly 3,000 enterprises including Shell, Alibaba, Huawei and Toyota.

After nearly 2000 people "accompanied" Panlong Tiandi, other projects in the nearby Dahongqiao plate were crowded. When Wang Jie rushed to Dahongqiao to see the house, the sales voice was hoarse.

Wang Jie reports on real estate in a Shanghai media, and her years of reporting experience has made her keenly aware of the trend of the Shanghai property market. When she saw the local auction price rising in Shanghai in June and July, she immediately put her house on the market. During the National Day, she found a buyer, cashed in more than 2 million yuan, and began to prepare a "new house" with the money taken out of the stock market.

This is the first time she came to the house selection site. In a five-star hotel, the lobby is crowded with people who choose rooms from the second floor. Wang Jie got the first number out of more than 700, and didn't even get into the room where he chose the house. Sales soon came out to inform everyone that more than 600 have been liquidated. After smoking more than 600 cigarettes for the second time, she decided to try her luck.

The painful wait lasted until 5 pm. Finally, I dialed more than 500 numbers-I only heard the voice from the room: "Do you want this house on the third floor?" Do you want it? "Wang Jie heard the man say," Yes! " Then, there was the sound of gongs and drums. After a while, a dozen people who went in "instantly" carved up the last dozen suites. "The people we are waiting outside are speechless. "

65438+1October 19, Wang Jie's third lottery, 5 seconds to choose a room. -She entered the house selection system as instructed, and 20 seconds is the time when these houses belong to her alone. After 20 seconds, the system will drop a customer and come in to choose together. She knows this is the usual sales method. In fact, she doesn't need to hesitate for another second.

The heat of the new plate gradually spread to the whole city. According to the same policy consulting statistics, in February, 2020, 65438+ months, there were more than 30 new house opening projects in Shanghai, including 13 building with more than 1000 people. Some buildings with poor location and poor sales in the past have also become the last bus that needs to get on the bus quickly.

On the first day of opening, customers visited the exhibition hall of Panlong Tiandi City. Figure/Panlong Tiandi official website

When the mood is high, developers screen customers by raising subscription fees and payment cycles. Now many sales offices only accept customers who have subscribed. People who look at the house with room tickets find that "sincerity" has a price.

In the sales office of Xuhui Riverside 1, the price of "sincerity" is 6 million yuan in cash and 7 million yuan in asset freeze certificate. Rongchuang Xuhui Riverside 1 finally attracted 105 1 customers. In other words, "sincerity" alone is worth 6 billion yuan, far exceeding the total value of real estate.

The fiery new housing market is not only driven by improved demand, but also implies investment. There are 85 groups of corporate customers among Panlong Tiandi's authorized customers, which is one of the signals of investors.

More money has flowed into the Shanghai real estate market. Part of it is the compensation for demolition from Shanghai. In 2020, Shanghai completed the old renovation of 753,000 square meters, reaching the original plan of 1.37%, and in 2026, it will be 5438+0, setting a target of 700,000 square meters. The other part comes from the global additional currency. In a loose monetary environment, buying a house is considered by many people to be an effective means to resist inflation.

Stay in Shanghai

Liu Beibei is a native of Jiangsu. During his four years in Shanghai, he developed the habit of stopping to look at the signs in the window of real estate agents. She lives in century avenue, Pudong, and century avenue is near Lujiazui Financial District. At first, there were 78. 1 10,000 square meters of houses in the window. By 2020, there will be basically 654.38 million houses. Later, those intermediaries wrote the square number on the sign very small, "a little big", and then wrote a total price to cover up the cruel reality of fare increase or not.

In the context of frequent looting in second-tier cities, the looting of human resources in first-tier cities is also escalating. Last September, Liu Beibei saw the news that "985 undergraduates can settle in Shanghai directly"-this news was later interpreted as thousands of "room tickets" issued by Shanghai.

Liu Beibei made a new plan for himself because/KLOC-0 was not in China in 1996. She and her newly engaged boyfriend decided to "transcode (farm)" to study abroad. Before going abroad, my boyfriend with full settlement points just got a Shanghai hukou, and the two families discussed buying a school district house in Shanghai. One is to prepare for returning to China in the future, and the other is to invest. After all, studying abroad is expensive.

In June165438+1October, Liu Beibei went to Boston first, and her boyfriend stayed in Shanghai to settle down. Liu Beibei's mother is stationed in her hometown Changzhou. The three people have a clear division of labor: mom is responsible for finding a house online, Liu Beibei selects it remotely in the United States, and her boyfriend takes time to go to the field to see the house. When the market is bullish, the communication efficiency with time difference is really lower.

"My eyes are bloodshot these two days." Liu's time zone is 1 midnight. "The farmer's suffering. I'm a little afraid of light recently. I use too many eyes. Every night, I squint and send messages to my mother. It is often the intermediary who gives her the house, and she feels good when she comes to me. The house has been sold the next day. I am very anxious every day, worrying that I can't afford to buy a house when I wake up the next day. "

When the hot signal of the property market is passed down step by step, young people at the end of the market are more likely to fail in emotional management.

Although it will take three months to get the "room ticket", Zhang Lei, an intermediary in the brand public relations industry, will still come and say a few words from time to time. "Nothing just come and talk to me-'account? It's rising quickly now. If you want to buy a house, remember to call me. I'm annoyed. It seems that the whole universe knows that houses in Shanghai are rising. WeChat official account, real estate, also aroused anxiety to some extent. "

65438+Feb.21Last year, Yu Xu, who graduated with a doctorate and settled in Shanghai, sent a letter to Shanghai Housing Management Bureau, calling on Shanghai to give priority to families without houses and strictly investigate divorce and commercial loans to buy houses. In his letter, he said that he began to prepare for the wedding room in May, and failed to win the lottery four times in the past six months. He obviously can't hold it any longer. At the end of the letter is a sigh: the introduction and retention of population is the key to the development of the city!

A month later, a Shanghai property market policy including "strictly controlling fake divorce to buy a house" and "giving priority to new houses without houses" was introduced.

Many people who are eager to gamble on this game stop to squeeze chips and dice. Wechat groups that exchange needed goods are full of question marks, trying to see the future development. Some couples who have gone through divorce procedures and paid millions of deposits for their second home are in a gloomy mood-just a few days ago, the smiling face picture in the divorce registry was a funny joke. Those Shanghainese who are really divorced have lost their qualification to buy houses for three years, and the detailed rules of value-added tax have also affected a large number of buyers.

Target, house

"I was slow before, and I just sold my house on the last day of the New Year holiday." As soon as I ran to see the new house, I found that the market was so crazy that Zheng Kathy was anxious. Let's discuss it between husband and wife and order a set casually. "Otherwise, the money they just got is in their hands. If it keeps rising outside, it will be wasted for a year or two. "

They quickly locked a school district house in Jiading New Town, but the down payment needed 2.8 million RMB-the landlord and their situation were just the opposite, just signed a second suite and were in a hurry to cash out.

1, 2 1 On the same day, after work, her husband told Zheng Kathy that he had decided to mortgage the house in his hometown, contact the intermediary appropriately, and he could lend money in a few days. After an hour or two, the policy came.

"Wait and see, don't worry." The couple discussed it.

But at the same time, Zheng Kathy began to seize any opportunity to talk about the house. "As far as you know, after the new policy comes down, do you just need the same mentality as me?" Wait and see? What do you think will happen next? "

Unable to buy a satisfactory house, Zheng Kathy was once annoyed and regretted not studying the market earlier. That's why when she heard that Jiading was running a new nine-year compulsory school, she immediately went to see the house with her husband. Although Jiading is far from the north corner of Shanghai, the blessing of the "school district house" has caused the price of their favorite house to skyrocket within a week. The couple heard that this school is a "key introduction" branch school and wanted to seize this opportunity to buy a "rising" school district in advance.

The school district housing has become so important, which is related to the policy of "recruiting fellow citizens" and "private lottery" announced by the Shanghai Education Commission last March. Teachers in private primary and secondary schools in Shanghai have always been better than those in public schools. Once private schools also participated in the lottery, the pattern suddenly changed, and many parents switched to public schools with greater confidence.

"We are all rooted in Shanghai by reading, so we all attach special importance to education." Zheng Kaixian, who is engaged in foreign trade business, lives in Pudong and knows a lot about her neighbors: those who live upstairs are graduates from Peking University, others are from Tsinghua, and there are professors from Jiaotong University and teachers from Fudan University ... Talking about these colleagues who work in Huawei, Pinduoduo, SAP and Cisco, Zheng Kaixi has a sad heart. "We seem to have a high salary and an annual income of more than one million, but if we don't have a family, we can't even afford the down payment for a school district."

In recent years, I have seen that everyone's income has gradually followed up. "But if you have some ability, you want to squeeze and try to get your children to a slightly better school. You will be touched. You will think, what are you still doing here? " After catching up with the second child this year, Zheng Kathy has strengthened her determination to replace the school district.

Like other people who plan to stay in Shanghai, progress, development and greater space will always be the key words of Zheng Casey's life, and the signature on the deed seems to be the only sign that can mark all efforts.

Rebecca was finally in a stable mood after the dust settled on the big event of changing rooms before the Spring Festival. But she was still not satisfied with the orientation of the new house, so she began to imagine how to solve the lighting problem: buying a dryer to completely liberate the balcony. Of course, she also began to think about her future life. "The key is that our newly bought house is in a good location, and there are many fish bookstores and squatter bookstores around it." At this point, her tone became cheerful.

Zhang Lei is still watching. When officially settled in April this year, his name and company will appear on the publicity list like all other new Shanghainese. He plans to buy a house as soon as he settles down.

Although he was greeted by an intermediary every day, Zhang Lei said that he was not too anxious recently. Only when he is really qualified to be thrown into the plate of the new house, when he holds the room ticket but can't shake it, he says that the peak of anxiety may be coming.

A real estate in Shanghai is about to open (average price 12w per square meter), and many people want to see the house. Figure /cfp