2022 The lease market in the first half of the year: The volume of long -term rental housing continues to increase, and the demand toughness is prominent

The Party Central Committee and the State Council attach great importance to housing and urban and rural construction. In 2022, the government work report pointed out that "accelerating the development of long -term rental markets and promoting affordable housing construction", and the Ministry of Housing and Construction issued documents such as "Opinions on Accelerating the Development of Poor Rental Housing", and promoting the high -quality development of housing and urban and rural construction. Essence

Promoting the construction of affordable leasing housing and accelerating the development of long -term rental markets is an important way to achieve living in all people's living. Recently, as an authoritative news unit in charge of the Ministry of Housing and Urban -Rural Development, the China Construction News Agency set up a "Chinese Urban Housing Rental" think tank. The goal of the think tank is to be a practitioner who centered people -centered development ideas, the dreamer who lives in the people, the builder of the urban and rural living environment, the guardian of the city's safe operation, the inheritor of the architectural history and culture, and The contributors of the national economic development conducted in -depth research on the refined management of the long -term rental market, standardized operations, and innovation expansion, and follow the difficult pain points in the "last mile" process of the Party Central Committee's overall deployment. Combining points, market demand, and the popularity of the masses in depth and judgment, rational analysis, jointly promote the reform and innovation of public policy, and help the housing leasing industry steady.

It is worth noting that the "Chinese Urban Housing Rental" think tank joint Ziro Research Institute released the long -term rental market data in the first half of the year, which explained the long -term rental industry in the first half of the year from the perspective of total transaction volume, the owner's commission model and demand change.

1. In the first half of the year, the transaction volume of long -term rental housing continued to increase

Since the beginning of this year, the epidemic situation in key cities such as Beijing and Shanghai has repeatedly made the differentiation of the general rental market and the long -term rental market.

From the perspective of transaction data, the general rental market has shown a significant "U" fluctuation in the first half of the year. According to the data of the Shell Research Institute, in March, due to the impact of the epidemic, the peak season after the Spring Festival is not "prosperous". In April, the transaction volume of the national 100 city leasing market decreased by 20.4%month -on -month. It increased by nearly 20%month -on -month, and in June increased by more than 30%.

The transaction volume of long rental houses continues to grow against the trend from February to June. According to the data of China's urban housing leasing think tank, the transaction volume of long -term rental houses in the first half of the year began to rise in February. %.

Under the performance of steady transactions, the rent level of long -term rental institutions has become more stable and rational, and the market fluctuations are smaller.

According to data such as Kerry and other agencies, in April, the rent of personal housing in Shanghai rose 3%month -on -month. First. In addition, according to the monthly report of the Beijing Real Estate Rental Market in the recent period of the Shell Research Institute, in 2022, the average price of new listings in Beijing has a significant increase in the average price compared with last year. The price has approached the peak level in 2021. According to data from the Zhuge Housing Research Institute, in May this year, the average rent of first -tier cities rose 4.03%year -on -year.

According to the data of Chinese urban housing leasing think tanks, in the first half of the year, the key ten cities in the country in the first half of the year only fluctuated slightly last year. From the perspective of cities, Shanghai's transactions rose by 3.6%year -on -year, and Chengdu rose 2.8%year -on -year; Beijing, Wuhan, and Tianjin were basically the same period of the same period last year; while Shenzhen, Hangzhou, Nanjing and other cities have decreased slightly. Among them, in the peak transactions in April to June, the renewal price of long-term rental institutions increased by an average of only 2.5%-3%year-on-year.

2. The landlord tends to entrust the house to a professional long -term rental institution

From the perspective of the entrustment of the owner, the data shows that the entrusted volume of long -term rental owners in the first half of this year has increased. As the owner of the long -term rental housing industry, the "gain rent" commissioned a new model. In the first half of this year, the entrusted volume of the owners increased by more than 100%year -on -year. Among them, the first quarter increased by 420%. 50%of the growth; and from the perspective of Ziru Space products, the "Xinshe" products of the whole rent, the "Manshe" product of the luxury residential line, the "free apartment" and "free" of centralized apartments, etc. The year -on -year increase of more than 50%.

Ziru co -rental, whole rental product

This year is the second year of the "gain rent" model. Its three core characteristics of "no difference, no empty period, and income are guaranteed" are widely recognized by the owner group. Under the innovation mechanism of transparent rental prices and "guarantee, excess sharing" of the rental price, the income "has the bottom, and excess sharing", it has achieved a new balance between long -term rental companies and owners in terms of income stability and risk sharing.

Under this year's epidemic, the gain rent model can improve the quality of houses, which has the competitiveness of listings for the tenant group; for the owner group, it can ensure sustainable income and increase the market's ability to resist risks. The new model has also been verified and recognized at different products levels and different residential forms, providing reference for more long -term rental companies to solve the operating dilemma.

Industry insiders believe that the success of the new model is not just because of the trials of long -term rental companies to unilaterally innovate market demand, but also because of the three consecutive years of epidemic, letting owners re -think the relationship with tenants and platforms, and start to start Attach importance to long -term stability and sustainable returns. It can be considered that the new model of long -term rental houses represented by "gain rent" will become the main model of the next ten years of the long -term rental industry.

3. The demand for graduation rental is delayed. In the era of rent, the entire rental era may start in March to April. Shanghai and Beijing have successively opened regional control due to the epidemic. Among them, Ziru nearly 190,000 tenants in Shanghai have returned a total of nearly 20 million yuan; more than 500 Beijing and Shanghai employees participated in 360 community anti -epidemic voluntary work; the launch of six major security measures, customers signed 69270 preferential housing, 34,960 places, 34,960 places signed a contract. The tenants VR and video viewing have exceeded 60,000 times, providing the original price renewal for 25929 tenants, and providing 3,260 tenants with free rent.

As a traditional peak season for the housing leasing industry in the second quarter, this year is also late under the impact of the epidemic. At the same time, this year's college graduates have exceeded 10 million for the first time, and the demand for rented houses released was concentrated after entering June, forming a special peak season for "delayed+concentration".

In addition, in the face of the unique "short -term capital tension and high quality requirements" of the graduate group, the needs of long -term housing institutions such as freely launch a special support plan for graduates to help graduates transition smoothly. Taking Ziro as an example, since the "0 deposit, monthly payment" special support plan "Haiyan Plan" has been launched at the end of April, it has attracted more than 200,000 graduates to participate, and the number of participants has increased by 24%year -on -year.

It is worth mentioning that from the perspective of the participation data of the special support plan, the new first -tier cities have demonstrated their strong attraction to graduates. Data show that the participation of graduates of the "Haiyan Plan" of Chengdu and Wuhan in the first half of the year increased by 101%and 75%year -on -year; although Shanghai and Beijing were affected by the epidemic, the transaction volume of graduates after the resumption of work in June has rebounded rapidly. The transaction volume of Shanghai graduates has increased by more than 70 times month -on -month, and the transaction volume of academic graduates has increased by more than 200%month -on -month.

Affected by the epidemic, the demand for tenants' sense of life, quality, privacy, and independence is also growing, and began to tend to rent a whole set of houses and live independently. Taking the data of Shanghai Ziru as an example, the occupancy rate and renewal rate of the entire rental house since the second quarter have gradually higher than the leased housing. Among them, after the resumption of the work in Shanghai in June, the transaction volume of the Shanghai shared rental upgrade and the rents was year -on -year year -on -year. Growing more than 100%.

Experts said that the overall housing rental market is indeed greatly affected by the epidemic, and the overall demand is lagging behind. However, in combination with June data, with the release of the demand for renting the group, the prevention and control of the epidemic in major cities, the recovery of the recovery of the housing rental market is only the beginning, and the second half of the year will continue to rise. The first -tier cities, new first -tier cities, and the core cities and capital cities in the urban circle will rise significantly. Major long -term rental companies and practitioners should maintain confidence in the future development of the industry.

In the face of the future market trend, some experts have suggested that from the perspective of revitalizing the stock, fill the gap in policy, increase the support of the three policy methods by reducing the cost of compliance, reducing tax costs, increasing financial support for financial support, and increasing support for the supply side. While optimizing the policy environment, we should increase efforts to cultivate professional housing leasing institutions and improve operating efficiency. It provides financial, tax, and financial subsidies for qualified professional housing leasing institutions. On the premise of ensuring financial security, it gives lease rights and enhances the enthusiasm of enterprises to participate in.

expert's point:

Feng Kui, Deputy Director of the Central Economic Committee of the People's Republic of China, Feng Kui, member of the Standing Committee of the CPPCC

"Living" is a big problem. The focus of the economic and social field, especially the people's livelihood, should gradually solve the housing problems of groups such as citizens with lower income, graduates from college graduates in recent years, and migrant workers who enter the city.

In 2022, the government work report proposed "accelerating the development of long -term rental markets", which released signals with strong direction. The development of long -term rental houses, especially agency long -term rental, has many benefits and has been recognized by the market. The recent direction of the leasing market has also verified this. The business transaction volume of the long -term rental institutions this year has gone up after the Spring Festival. In June, various needs such as resumed work and re -production and college students have superimposed, an increase of 39%over the previous month.

The demand for the long -term rental market is not only short -term, but also long -term. Can short -term demand become long -term demand? This also depends on some conditions. Now, the supply side needs to increase cultivation. For example, the supply of houses that need to be guaranteed from the two aspects of stock and increase; some taxes and financial subsidies should be formulated to attract more supply entities, especially institutional subjects. In the future, there should be some big brands that can provide high -quality services. At the same time, people in the industry need to further explore how the type of long -term rental house business of "long water" should form a "win -win" situation.

The development of this field also involves the issue of whether you can fully realize whether youth college students, migrant workers and other groups can be fully realized in various public service rights in the city. Therefore, long -term rental is one of the major "clothing, food, housing and transportation" for individuals; for cities, it is a problem of development models such as industry and population; for the country, it is the problem of social stability and the cultivation of middle -income groups. These issues are worth more discussions in administrative management and legal systems.

Ren Rongrong, director and researcher of the Real Estate Office of the Institute of Investment Research Institute of China Macroeconomic Research Institute

In the context of the patient prevention and control, this year's college graduate group exceeded 10 million for the first time. These new citizens and young people enter the labor market will inject new forces into my country's economic growth. At the same time, its employment and settlement in the city also attracted great attention from the party and the government. On the one hand, governments at all levels are introducing measures to stabilize employment to promote the implementation of the policy of "stable employment and keeping employment"; on the other hand, in the rental market that graduates live, the institutionalized and professional long -term rental houses In the face of the graduates' "high standards for rental quality and high short -term funding pressure", companies have launched preferential measures for "free deposit and monthly rent", which effectively reduces the pressure on the rent of graduates.

In the future, the population of population towards urban agglomerations and central cities is still a major trend. In the context of "rent and purchase", new citizens with a large scale, young, and highly educated have gradually transformed the concept of housing from "falling in the city" to "long stay in the city". Therefore, accelerating the development of the long -term rental market, especially the cultivation of the institutionalized long -term rental market, not only allows new citizens and young people to "live in" to quickly integrate into urban life, but also enjoy stable quality rental life within the scope of economic capabilities.

Jiang Tieying, Deputy Dean of the Institute of Watching Think Tank Research

Under a series of policies such as "housing and not frying", "renting and buying", "accelerating the development of long -term rental markets", my country's housing rental market has achieved rapid development. The development experience of market economy has repeatedly proved that any industry must establish a large -scale operating capacity and take the path of institutionalization.

From this perspective, market -oriented and institutional long -term rental housing must gradually become the main force of the housing rental market. Constantly living housing and exerting the living function of the house itself can fully improve the supply of rental housing and meet the diversified rental housing of different types of people. need.

In the first half of this year, the housing rental market data showed that, compared to the "U" trend of the general rental market, the long -term rental house market represented by the long -term rental institution highlights the toughness and stabilization against the trend. Increasing, the rental level remains stable, showing the stable characteristics of "institutionalization".

Facing the future, from the top -level design, it is necessary to start from meeting the people's needs for good living and living, increase the high -quality supply of long -term rental houses, and improve the service capabilities of leasing institutions.

While giving full play to the role of guidance and support, relevant departments maintain a prudent supervision of the long -term rental market. Through the "designated red line and keeping the bottom line", it gives professional long -term rental institutions more autonomy and promotes long -term rental institutions to further meet the rent. The needs of convenient consumption and rapid stay, reducing the management costs of landlords, and effectively solving outstanding contradictions such as supply and demand mismatch.

Jiang Han, a senior researcher at Pangu Think Tank

Housing problems are related to the well -being of the people's livelihood, and governments at all levels have achieved fruitful results around "living and living".

This year's government work report proposes the "accelerating the development of long -term rental markets" to release a more clear and directional signal. During the past period, the long -term rental market has achieved important development results, especially the development of long -term rental houses, which has become an important idea of ​​improving the construction of the housing rental system and solving the urban residence problem. , Market management, is more conducive to attracting talents, retaining talents, tolerant talents, and helping the city's regional economic development.

From the perspective of the housing leasing market in the first half of the year, under the influence of uncertain factors such as epidemic conditions, the long -term rental market that is based on an institutionalization shows a strong toughness. It is also maintained in a reasonable fluctuation range.

In the next stage, further satisfying young people's rental needs, and continuously improved the level of "quantity" and "quality" of rental housing supply. It is a systematic livelihood project in the field of urban construction. This also requires relevant professional long -term rental institutions to play market -oriented experience and advantages, and continue to improve in promoting the transformation and circulation of existing housing, stabilizing the relationship between supply and demand, and strengthening the living attributes of houses.

[Edit: Zou Houhu]

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