我国房地产市场分类宏观调控研究
详细信息    本馆镜像全文|  推荐本文 |  |   获取CNKI官网全文
摘要
房地产业关联度高、带动力强,已经成为国民经济的支柱产业之一,由于房地产市场的不完全竞争性、外部性和准“公共产品”等属性,使得房地产市场并不能保证资源的有效配置,为了达到经济的健康运行政府需要对房地产市场进行宏观调控。由于我国房地产发展严重不平衡,局部地区房地产发展过热,房价上涨过快;局部地区供应结构性矛盾突出;局部地区银行贷款比例过高,金融风险大,融资渠道窄;住房保障体系不够健全。面对我国房地产市场的复杂情况,近年来国家出台了一系列的宏观调控政策,“8.31”大限、国八条、国六条、国十五条、土地增值税、完全付清土地款、连续18次上调银行准备金率等都是采取了“一刀切”的调控方式,并没有充分考虑各个房地产市场的差异性。
     本论文在广泛研究分析国内外房地产市场宏观调控及其相关领域研究现状的基础上,根据房地产经济学和宏观调控原理,结合我国房地产市场的特点,首次对我国房地产市场分类宏观调控进行了系统性的研究。
     本文构建了房地产市场价格波动理论模型,定量研究了国内房地产市场价格波动特征和非均衡特征。在国内房地产市场非均衡特征研究基础上,设计了基于房地产市场宏观调控的房地产市场分类指标体系,构建了房地产市场分类方法,为我国房地产市场的分类提供了科学分类方法和依据。
     系统地提出了我国房地产市场分类宏观调控思路及方案,填补了国内房地产市场分类宏观调控研究的空白,研究结论为我国房地产市场宏观调控政策的优化和完善提供了重要的参考依据。
Real Estate industry turns into Chinese mainstay industry because of its dirve force and high correlation with others industries. Real Estate Market can not allocate its market resource by itself market malfunction of imprecate competition, externalities and quasi-public characteristi. Goverment need macro control Real Estate Market. Chinese Real Estate Market is an unbalance market for different provinces, the developing speed is too rapidly and housing price rised so quickly and the supply structure is irrationality in partly provinces. In the face of complex condition, Chinese government puts forward and implements some measures to control the market, for example, "8.31" Deadline, the Nation Eight Items, the Nation Six Items, the Nation Fifteen Items, land value increment tax, payoff the land fee, continuously raised reserve requirements for commercial lenders the eighteen times and so on, but the Macro-Control policies did not take into account the characterictic of different region.
     According to Real Estate economy principle and Macro-Control principle, the paper firstly systematically researched the classing Macro-Control of Chinese Real Estate Market based on a general review on the status of knowledge on real estate macro-control.
     The paper constructed the housing price volatility model and empirically studied the characterictic of Chinese Real Estate price volatility and the unbalance market characterics, designed system of classing macro-control, constructed the clustering metheod of Chinese Real Estate Market based on the unbalance market characterics.
     The paper systematically put forward the classified Macro-Control policy. The results will optimize and perfect Chinese Real Estate Market Macro-Control and provides the scientific decision on Chinese Real Estate Market Macro-Control.
引文
[1]曹振良.《房地产经济学通论》北京大学出版社[M].2003年6月第一版.
    [2]邓子基.《财政与宏观调控研究》中国财政经济出版社[M].2005年6月第一版.
    [3]曹洪军.《经济环境与宏观调控》,山东人民出版社[M].2005年第一版.
    [4]邓学憬.城市房地产开发宏观调控的灰色模型[J],华中建筑,1995:13(4):53-55.
    [5]丁烈云.房地产市场预警调控系统的构筑技术要点及其流程设计[J].系统工程理论与实践,2002(4):58-69.
    [6]丁烈云,徐泽清.城市房地产预警系统的设计与开发[J].基建优化,2000,21(6):5-14.
    [7]陈永聪.房地产市场宏观调控的系统动力学研究[J].特区经济,2006(8):343-344.
    [8]宋春华.建立有效的房地产市场宏观调控体系[J]城乡建设,2000(3):6-7.
    [9]汪洋.房地产调控的宏观视角--基于与宏观经济关系的分析[J]上海经济研究,2005(10):3-14
    [10]谢百三.我国房地产市场宏观调控的效果及其未来的政策取向[J]当代财经,2006(10):87-90.
    [11]汤鸿.政府宏观调控与房地产市场的发展[J]科技与经济,2006(5):62-64.
    [12]Veizer,T.,W.Evaluating "Within Real Estate" Diversification Strategies[J].Journal of Peal Estate Portfolio Management.2000,6(1):75-95.
    [13]Theron,R.Nelson,Susan,L.Nelson.Regional Models for Portfolio Diversification[J].Journal of Real Estate Portfolio Management.2003,9(1):71-88.
    [14]Leson Shilton,Craig,Stanley.Spatial Concentration of Institutional Property Ownership:New Wave Atomistic or Traditional Urban Clustering[J].The Journal of Real Estate Research.1996,12(3):413-428.
    [15]Glen,R.Mueller,Barry,A.Ziering.Real Estate Portfolio Diversification Using Economic Diversification[J].The Journal of Real Estate Research.1992,7(4):377-386.
    [16]William.N.Goetzamm.,Susan.M.Wachter.Clustering Methods for Real Estate Portfolios[J].Real Estate Economics.1995,23(3):271-310.
    [17]Emil.E.Malizia.,Robert,A.Simons.Comparing Regional Classifications for Real Estate Portfolio Diversification[J].The Journal of Real Estate Research.1991(1):53-77.
    [18]Ping Cheng,Roy.T.Black.Geographic diversification and economic fundamentals in apartment:A Demand Perspective[J].Journal of Real Estate Portfolio Management.1998,4(2):93-105.
    [19]Catherine Jackson.Classifying Local Retail Property Markets on the Basis of Rental Growth Rates[J]Urban Studies,2002,39(8):1417-1438.
    [20]Allen Smith,Robert Hess,Youguo Liang.Clustering the US Real Estate Markets[J].Journal of Real Estate Portfolio Management.2005 11(2):197-209.
    [21]Cath Jackson,Michael White.Challenging Traditional Real Estate Market Classification for Investment Diversification[J].Journal of Real Estate Portfolio Management.200511(3):307-321.
    [22]唐智娟.天津市房地产业发展水平模糊聚类分析[J].天津城市建设学院学报.1997,(4):75-82.
    [23]李利梅,柳向东.模糊聚类分析法在房地产市场中的应用[J].深圳大学学报(理工版),2003,20(3):75-79.
    [24]李丙永,顾辅柱,黄河.系统模糊聚类分析方法在房地产市场分析中的应用[J],重庆建筑大学学报,200123(1):82-85.
    [25]苏瑛,董军峰.灰色分类决策分析在房地产投资决策中的应用研究[J].陕西建筑.2005,121(7):45-47.
    [26]叶剑平,张跃松,王学发,徐燕鲁.基于模糊聚类分析的房地产运行阶段的比较研究[J].沈阳建筑大学学报,2005,21(2):170-172.
    [27]李永江,辛益军,李海宁.房地产预警预报系统影响因素的聚类分析[J]经济师.2003(6):256-258.
    [28]罗乐,张欣莉.房地产周期的聚类分析[J].特区经济.2006(2):367-368.
    [29]熊鹰,匡亚萍,谢行皓.基于ART神经网络的房地产物业市场的聚类分析[J].西安工程科技学院学报.2005,19(2):176-179.
    [30]范克危.房地产投资市场聚类分析研究[J]苏州城建环保学院学报,1999,12(4):29-34.
    [31]丰雷.中国房地产经济区划初步研究:聚类分析方法的一个应用[J].经济研究参考,2000(20):15-19.
    [32]丰雷.房地产经济区划的聚类分析[J].中外房地产导报,2000(22):16-18.
    [33]刘小民.35个大中城市房地产市场聚类分析[J].城市开发,2006(1):82-83.
    [34]彭向,胡跃红.中国房地产经济区划的聚类分析[J],统计与决策,2006(2):86-88.
    [35]Gottlieb,M.Long Swings in Urban Development[M],New York,1976,Columbia University Press for NBER.
    [36]Mankiw,N.G.and Weil,D.N.,The Baby Boom,the Baby Bust and the Housing Market:A Further Look at the Debate[J].Regional Science and Urban Economics,1989(19):235-258.
    [37]Case,K.E.and Shiller,R.J.Forecasting Prices and Excess Returns in the Housing Market[J].AREUEA Journal 1990,18(3):253-273.
    [38]Poterba,M.J.,Weil,D.N.,Shiller,R.J.Housing price Dynamics:The Role of Tax Policy and Demography:.Comments and Discussion[J],Bookings Papers on Economic Activity,Washington,1991(2):143-148.
    [39]Clapp,J.M.and Giaccotto,C.The Influence of Economic Variables on Local House Price Dynamics[J].Journal of Urban Economics,1994(36):161-183.
    [40]Poterba,M.J.Explaining Intermetropolitan Variation in Housing Prices,Rents and Land Prices[J].Real Estate Economic,1996,24(2):219-245.
    [41]Quigley,J.M.Real Estate Prices and Economic Cycles[J].International Real Estate Review,1999(2):1-20.
    [42]Alan Ahearne.Monetary policy and house prices:A cross country study[J].International Discussion Papers.,2005:841.
    [43]Dag.Henning Jacobsen.,Bjorn,E.N.What drives house prices?[J]Economic Bulletin,2005,76(1):29-41.
    [44]Miller,N.,Peng,L.Exploring Metropolitan Housing Price Volatility[J].Journal of Real Estate Finance & Economics,2006,33(1):5-18.
    [45]沈悦,刘洪玉.住宅价格与经济基本面:1995-2002年中国14城市的实证研究[J].经济研究,2004(6):78-86.
    [46]周京奎.货币政策、银行贷款与住宅价格--对中国四个直辖市的实证研究[J].财贸经济,2005(5):22-27
    [47]梁云芳,高铁梅.中国房地产价格波动区域差异的实证分析[J].经济研究,2007,8:133-142.
    [48]Eve,G.The relationship between House Prices and Land Supply[J].Department of Land Economy,London HMSO.
    [49]Hannah,L.,Kim,K.H.and E.S.Mills.Land Use Controls and House Prices in Korea[J].Ubran Studies,1993,30:147-156.
    [50]Ruijue Peng,William C.Wheaton Effects of Restrictive Land Supply on Housing in Hong Kong An Econometric Analysis[J].Journal of Housing Research,1994(5):263-291.
    [51]Tse,R.Y.C.Housing Price,Land Supply and Revenue from Land Sales.Urban Studies[J]. 1998,35(8):1377-1392.
    [52]Ooi,J.T.L.,& Lee,S.T.Price discovery between residential land and housing markets.Journal of housing research,2007,15(2):95-112.
    [53]朱道林,董玛力.地价和房价的经济学分析 中国土地2006,(7):20-21.
    [54]中原.国外房地产市场地价与房价的关系,中外房地产导报,2005(07):51-52.
    [55]高晓慧.地价与房价的基本关系,中外房地产导报,2001,06:
    [56]刘琳,刘洪玉。地价与房价关系的经济学分析数量经济技术经济研究2003(7):27-30.
    [57]苗启虎,王方华.房价地价上涨孰因孰果,价格理论与实践,2004(12):
    [58]高波,毛丰付.房价与地价关系的实证检验:1999-2002.产业经济研究,2003(4):19-24.
    [59]马思新.浅析房价与地价的关系,载张红,《房地产经济学讲义》清华大学出版社,2004年9月第一版.
    [60]况伟大.房价与地价关系研究:模型及中国数据检验.财贸经济,2005(11):56-64.
    [61]谢叙讳.上海市房价与地价关系的实证研究,世界经济情况2006,(12):30-33.
    [62]袁申艺,蔡明超.上海房地产市场房价与地价的影响关系实证研究,武汉理工大学学报,2006,28(5):146-149.
    [63]曾向阳,张安录.基于Granger检验的地价与房价关系研究,中国土地科学,2006,20(4):57-61.
    [64]Naomi Couchman,Sotiris,Tsolacos.Explaining standard retail yields in UK locations[J].Journal of Retail and Leisure Property,2003,3(3):211-222.
    [65]Alyousha Ahmed.And Tsoukis,Christopher.Ricardian Causal Ordering and the Relation between House and Land Prices:Evidence fi'om England[J].Applied Economic Letter,1998(5):325-28.
    [66]Tsoukis,Christopher.And Alyousha Ahmed.Implications of intertemporal optimization for house and land prices[J].Applied Economics,1999,31:1565-1571.
    [67]Ruijue Peng,William C.Wheaton Effects of Restrictive Land Supply on Housing in Hong Kong[J].An Econometric Analysis,Journal of Housing Research,1994(5):263-291.
    [68]Needham,Barrie.Land taxation,development charges,and the effects on land-ues[J].Journal of Property Research 2000,17(3):241-257.
    [69]Abelson,P.,R.Joyeux,G Milunovich and D.Chung.Explaining house prices in Australian:1970-2003,Economic Record,2005(81):S96-103.
    [70]Buckley,R.and Ermisch,J.Government Policy and House Prices in the United Kingdom:An Econometric Analysis,Oxford Bulletin of Economics and Statistics[J].1982,(47):273-304.
    [71]Mankiw,G and Weil,D,The baby Boom,the Baby bust and the housing Market,Regional Science and Urban Economics,1989,19:325-46.
    [72]Meen,G.Ten Proposition in UK Housing Macroeconomics:a overview of 1980s and early 1990s[J].Urban Studies,1996,33(3):425-44
    [73]Meen,G Regional House Prices and the Ripple Effect:A New Interpretation[J].Housing Studies,1999,14:733-53.
    [74]Meen,G.Housing Cycles and Efficiency.Scottish Journal of Political Economy[J].2000,47(2):114-40.
    [75]Meen,G,The removal of Mortgage constraints and the implications for ecomometric modeling of UK house prices,Oxford Bulletin of Economic and Statistics[J].1990(32):1-23
    [76]Muellbauer,J.and Murphy,A.Explaining Regional House Prices in the UK,Department of Economics,Working Paper,1994,University College Dublin.
    [77]Muellbaner,J.and Murphy,A.Booms and Busts in the UK Housing Market.Economic Journal,1997(107):1701-27.
    [78]Brown,Stephen,J.Liu,Crocker H.A Global perspective on Real Estate cycles,the New York University Salomon Center Series on Financial Markets and Institutions,2001(6).
    [79]Engle,R.E Granger,C.W.J.Cointegration and error correction:representation,estimation,and testing[J].Econometric,a,1987,55(2):251-276.
    [80]Im,S.K.,Pesaran,H.M.,Shin,Y..Testing for Unit Roots in Heterogeneous Panels[J].Journal of Econometrics,2003(115):53-74.
    [81]Levin,A.,Lin,C.E.Unit Root Tests in Panel Data Asymptotic and Finite Sample Properties[J].Mimeo(September),1993(9):57-74.
    [82]Levin,A.,C.Lin and C.Chu.Unit Root Tests in Panel Data:Asymptotic and finite-Sample Properties.Journal of Econometrics,2002,108:1-24.
    [83]Harris,R.D.E Tzavalis,E.Inference for Unit Roots in Dynamic Panels Where the Time Dimension is Fixed[J].Journal of Econometrics,1999(91):201-226.
    [84]Im,S.K.,Pesaran,H.M.,Shin,Y.Testing for Unit Roots in Heterogeneous Panle[Z].Department of Applied Econometrics,University of Cambridge,1997.
    [85]Im,K.S.,M.H.Pesaran,Y.Shin.Testing for Unit Roots in Heterogeneous Panels,Journal of econometrics,2003 115:53-74.
    [86]Hsiao Cheng.Analysis of Panel Data[M].New York:Cambridge University Press in 2003.
    [87]陈红波.美国房地产金融政策及对中国的启示[J].中国房地产金融,2006(2):22-25.
    [88]潘丽丽,韩继云.大力借鉴国外经验发展我国房地产金融[J].中国房地产金融,2005(1):45-47.
    [89]骆月飞.发达国家房地产融资模式借鉴[J].上海房地产,2006(11):59-60.
    [90]温建东,马均,陈斌.管理外资流入房地产的国际经验及对中国的启示[J].国际金融研究,2005(7):58-63.
    [91]张虎.美国房地产抵押贷款证券化及其启示[J].建筑管理现代化,2005,80(1):55-57.
    [92]堪争勇.经济欠发达地区房地产金融市场运行及宏观调控方略研究:益阳实证[J].中国房地产金融,2007(2):42-46.
    [93]刘文贤.美日正反两例房地产税收制度给我们的启示与借鉴[J],北京房地产,2007(1):99-102.
    [94]谢荣珍.浅谈英美房地产业税制对我国的借鉴[J],成都行政学院学报,2006,15(5):75-74.
    [95]泰德安.日本房地产泡沫时代的税制改革及对我国的启示[J].中国房地产金融,2006(11):46-48.
    [96]刑学良.美国房地产税收的经验及启示[J].天津商学院学报,2004,24(5):48-50.
    [97]苑新丽.国外房地产税制的特点及启示[J].税务研究,2004,30(7):57-60.
    [98]顾洪.日本房地产税制概况及经验借鉴[J].涉外税务,2006(8):60-63.
    [99]余永峰.台湾地区房地产税收制度的经验和借鉴[J].中国房地产金融,2004(3):29-31.
    [100]尹中立.日本“土地神话”幻灭留给我们的警示[J].国土资源,2006,61(8):59-61.
    [101]郑亚伍.宏观调控下土地政策对房地产市场的影响[J],上海房地产,2007(3):47-49.
    [102]方先知,肖莉.当前我国土地调控政策综述[J].国土资源导刊,2007,(2):14-16.
    [103]卢新海,黄善林。房地产市场宏观调控的有效措施:盘活城市闲置土地[J].房地产市场,2007,315(3):12-14.
    [104]郑翔.英国城市居民的住房供应和保障政策及其对我国的借鉴闭中国房地产2007(4)
    [105]肖元真,陈达,朱少麟.国外房地产市场发展的基本状况和政策调控[J].长江论坛,2006,78(3):87-90.
    [106]肖元真,江德均,黄劲生.世界各国调控房地产业的做法与启示[J].北方经济,2006(5):29-31.
    [107]肖元真,屠平,蔡俊煌.新加坡调控房地产业的做法与启示[J].中国经贸导刊,2006(6):21-22.
    [108]赵德和.新加坡房地产管理的启示[J].上海房地产,2005(6):60-63.
    [109]周中元.国外房地产市场宏观调控政策的借鉴与启示[J].特区经济,2007(1):87-89.
    [110]彭岩.房地产市场宏观调控政策效应问题的思考[J].广州大学学报(社会科学版), 2007(1):50-53.
    [111]谢百三,汪军红.英韩日三国调控房地产的经验及启示[J].经济管理,2006(7):60-63.
    [112]李扬.美国房地产价格趋势及其对中国的启示[J].中国房地产市场,2005(7):44-48.
    [113]王振华.美国市场化的房地产市场[J].中国房地产市场,2006(7):64-65.
    [114]李正全.发达国家政府干预房地产市场的政策、演变趋势及其借鉴意义[J].世界经济研究,2005(5):63-68.
    [115]何小钢,聂爱云.房地产开发中的政府角色:美国的经验及启示[J].中国房地信息,2005(11):70-71.
    [116]陈淼峰,陈龙乾.宏观调控对四川房地产价格的影响分析[J],经济学家 2005,02:120-121.
    [117]吴浩军.房产新政对成都房地产市场的影响分析[J],观测与思,2005,07:61-61.
    [118]刘杰,刘光中.宏观调控对成都市房地产业发展影响的实证研究[J],特区经济2005,12:196-197.
    [119]崔光灿.房地产价格波动与宏观调控[J],房地产市场,2006,01:10-12.
    [120]夏辉,李景霞,吴志清,甘俊美.上海房地产市场宏观调控及其效果分析[J],上海经济研究 2005,05:75-81.
    [121]江冰,周梅.2005年宏观调控政策及其效果分析[J],宏观经济研究 2006,02:25-42.
    [122]王莹,南灵.对房地产市场宏观调控政策效应的分析与建议[J],商业现代化,2006,06:103-104.
    [123]肖元真,顾凤惠,王菊英.宏观调控对我国房地产业发展的影响研究[J].河南金融管理干部学院学报,2007,133(1):6-9.
    [124]廖英敏.2004年以来房地产业宏观调控政策的总体评价[J].重庆工学院学报,2007(2):2-5.
    [125]陈华,赵秀文.2006年中国房地产市场宏观调控政策效果如何[J].产权导刊,2007(03):13-15.
    [126]徐晓军,李佳文,孟勉.我国房地产市场宏观调控政策效应实证分析[J].技术经济,2007(1):84-88.
    [127]彭俊瑜,陈煜.对完善当期房地产市场宏观调控的分析[J],中共成都市委党校学报2005 04(13):46-47.
    [128]张红娜.房价上涨并不代表宏观调控失灵[J],城市开发 2006,05:1-1.
    [129]吴婕.当前中国房地产市场宏观调控研究,西南财经大学硕士学位论文[M],2006.
    [130]张英佩.我国房地产业宏观调控存在问题及政策建议[J],东北财经大学学报 2006,01:44-46.