标签： 上海中低端龙凤

　　Reporter Sun Wei

　　On March 18th, the National Bureau of Statistics announced the basic situation of the national real estate market. From January to February, the housing construction area of real estate development enterprises was 6,669.02 million square meters, down 11.0% year-on-year; The newly started housing area was 94.29 million square meters, down by 29.7%; The completed housing area was 103.95 million square meters, down by 20.2%. From January to February, the national investment in real estate development was 1,184.2 billion yuan, down 9.0% year-on-year, of which residential investment was 882.3 billion yuan, down 9.7%. Liu Aihua, chief economist of the National Bureau of Statistics, said that the real estate market is still in the process of adjustment and transformation, and the next step is to implement the clear deployment of the real estate industry made by the National People’s Congress and the National People’s Congress, so as to further promote the stable, healthy and high-quality development of the real estate market.

　　New home sales fell year-on-year

　　Specifically, from January to February, the sales area of newly-built commercial housing was 113.69 million square meters, down 20.5% year-on-year, of which the sales area of residential housing decreased by 24.8%. The sales volume of newly-built commercial housing was 1,056.6 billion yuan, down by 29.3%, of which residential sales decreased by 32.7%. At the end of February, the area of commercial housing for sale was 759.69 million square meters, a year-on-year increase of 15.9%. Among them, the residential area for sale increased by 23.8%.

　　Chen Wenjing, director of market research of China Central Finger Research Institute, said in an interview that the decline in new house sales compared with the same period of last year was mainly due to two reasons. First, driven by the centralized release of the backlog of demand for house purchase during the epidemic, new house sales continued to maintain a high scale at the beginning of last year, and the sales area of new houses was at a historical high in January and February last year. Second, during the Spring Festival this year, the holiday is long, and residents have a high enthusiasm for traveling, which has affected the pace of housing demand entering the market to some extent.

　　According to the data of the middle finger, from January to February, the transaction area of second-hand residential buildings in key 25 cities decreased by 13.1% year-on-year, which was significantly lower than that of new houses. Chen Wenjing believes that this shows that the second-hand housing market has maintained a certain degree of activity, which shows that the demand for buying houses is still steadily released, and the second-hand housing transactions are active, which is expected to provide more replacement and improvement demand for the new housing market in the future.

　　According to Wang Xiaoyu, chief analyst of Zhuge Data Research Center, the performance of the new housing market has been sluggish since the beginning of the year. On the one hand, the supply scale of new houses in January and February this year remained at a historical low; On the other hand, second-hand houses continue to divert the demand for new houses. The second-hand housing market has sufficient housing, and the surrounding facilities of second-hand housing are generally more mature, so it still maintains the trend that the transaction performance of second-hand housing is better than that of new housing. With the arrival of the "Golden Three Silver Four" sales season, the market turnover will usher in an upward trend, but it is estimated that it is difficult to surpass last year’s turnover level.

　　The decline in development investment narrowed.

　　Judging from the investment in real estate development, there have been some positive changes in the first two months. From January to February, the investment in real estate development decreased by 9.0% year-on-year, which was 0.6 percentage points narrower than that of the previous year.

　　Wang Xiaoying said that the decline in investment in real estate development has improved, mainly due to land acquisition. In the beginning of the year, many cities launched high-quality land plots, such as Hangzhou and Beijing, where the market heat is heating up. With the recent reduction of LPR by the central bank and the support of the two sessions for the real estate market, the new model of real estate development will enter a new stage. In March, the market will enter the peak season of Xiaoyangchun, and the decline in real estate development investment will continue to improve.

　　Yan Yuejin, research director of Yiju Research Institute, believes that the real estate development investment index has shown a low opening trend, but the overall risk is controllable. There are two positive signals that need attention: First, the year-on-year decline in development investment has narrowed, which means that the shrinking state of development investment last year has been contained, which is a positive signal for the supply side to stabilize; Second, the competitive structure of housing enterprises has been continuously adjusted. At present, enterprises that have the ability to invest in development are healthier and have stronger financial capabilities.

　　Good policies help development.

　　In 2024, the Central Economic Work Conference and the National People’s Congress put forward clear requirements for optimizing the real estate policy and promoting the stable and healthy development of the real estate market, demanding to adapt to the development trend of new urbanization and the changes in the relationship between supply and demand in the real estate market, accelerate the construction of a new real estate development model, increase the construction and supply of affordable housing, improve the basic system related to commercial housing, and meet the residents’ demand for rigid housing and diversified and improved housing. Liu Aihua said that the implementation of these policies and measures will contribute to the stable, healthy and high-quality development of the real estate market.

　　Chen Wenjing thinks. At present, the coordination mechanism of real estate financing in various places has been accelerated, and funds for many projects are in place, which is expected to further repair the market expectations of enterprises and residents. Since March, the effect of the core city policy has continued to appear. The second-hand housing transactions in several cities have reached a high level since the second half of last year, and the sales scale of the new housing market has also rebounded moderately. For example, the recent cancellation of the second-hand housing purchase restriction policy in Hangzhou has further boosted market confidence. In the short term, local demand-side policies are expected to continue to be optimized and adjusted. It is expected that the real estate market activity in core cities will be further enhanced, and the "Xiaoyangchun" market in some cities is still expected.

　　Yan Yuejin, research director of Yiju Research Institute, believes that from the actual feedback, the housing transaction market has begun to show signs of stabilization. All localities have a better understanding of housing prices and are willing to further exchange prices for quantity to boost sales data. At the same time, various favorable policies continue to be released, which has begun to be reflected in the volume of house viewing and transaction volume. Judging from the actual transaction situation, the market transactions of some large-sized units are better, indicating that the demand for improved housing is also being actively released.

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　　Source: Ministry of Industry and Information Technology Cartography: Wang Zheping

　　Recently, new energy vehicles have repeatedly received favorable policies for going to the countryside. The the Political Bureau of the Communist Party of China (CPC) Central Committee meeting stressed that it is necessary to boost large-scale consumption such as automobiles, electronic products and homes; The "Measures on Restoring and Expanding Consumption" proposes to implement policies such as building a high-quality charging infrastructure system, supporting new energy vehicles to go to the countryside, and continuing and optimizing vehicle purchase tax reduction and exemption for new energy vehicles; The National Development and Reform Commission and the National Energy Administration issued opinions, calling for accelerating the construction of charging infrastructure and better supporting new energy vehicles to go to the countryside and rural revitalization; The Ministry of Commerce made it clear that the "Consumption Boosting Year" would focus on key areas, and organized the activity of new energy vehicles going to the countryside in thousands of counties and towns … …

　　What is the implementation of relevant policies? How to better meet the needs of the masses? How to build a supporting service system? The launching ceremony of this year’s new energy vehicles going to the countryside was held in Jingmen, Hubei Province a few days ago. The reporter conducted an investigation here.

　　— — Editor

　　"I deliberately got up early on weekends, and there are still many people watching cars!" The 4S shop was crowded, and Li Chengwu and his wife followed the salespeople closely. The newlyweds, who live in Levin Town, Shayang County, Jingmen City, planned to buy a new energy car at the beginning of the year, so they have to make a good choice when they go to town this time.

　　In June this year, the Ministry of Industry and Information Technology, the National Development and Reform Commission, the Ministry of Agriculture and Rural Affairs, the Ministry of Commerce, and the National Energy Administration simultaneously launched the 2023 new energy vehicles going to the countryside in Wuxi, Jiangsu, Qionghai, Hainan, and Jingmen, Hubei. The model that Mr. and Mrs. Li Chengwu are interested in happens to be among them, and there are many discounts.

　　The construction of charging piles goes ahead, and the market demand in counties and townships continues to be released.

　　Why is China-Italy new energy vehicle? Li Chengwu and his wife calculated the account: buy a model with a battery life of 200 kilometers and charge it once a week to meet the daily travel needs; Using public fast charging facilities can save three or four thousand yuan a year compared with fuel vehicles.

　　Convenient and affordable, it has become the main consideration for many customers to buy cars. Haodi Company is BYD’s general agent in Jingmen area. Chen Quan, sales manager, told reporters: "Recently, the company’s monthly turnover has stabilized at more than 200 vehicles, and many more customers have bought cars from counties and villages." It is understood that BYD originally had only two 4S stores in Jingmen, and now it is planning to open new stores in county-level cities such as Jingshan and Zhongxiang.

　　Why should we promote new energy vehicles to the countryside? According to the study of electric vehicle travel in rural areas of China, by 2030, there will be nearly 160 vehicles with 1,000 people in rural areas of China, with a total of over 70 million vehicles, and the market scale may reach 500 billion yuan. Peng Yong, deputy director of Jingmen Economic and Information Bureau, said that the market penetration rate of pure electric vehicles and plug-in hybrid vehicles is 15.9% and 10.4% in counties and villages of the city, which still has great growth potential compared with the central city.

　　What is the first problem to be solved to stimulate growth potential? Cui Dongshu, secretary general of the National Passenger Car Market Information Association, believes that the construction of charging piles must be laid out in advance for new energy vehicles going to the countryside.

　　When the reporter came to Levin Town, he met Dai Feilong, a new energy owner, in a parking lot: "Two years ago, there was a slow-filling pile in the town, and I bought a pure electric car. Now a new fast-filling pile has been built, which can be fully charged in less than an hour, which is more convenient. "

　　Since 2021, State Grid Jingmen Power Supply Company has built charging facilities in 52 towns and villages in the city. This year, it has completed upgrading and expansion, and built 58 DC fast charging stations, equipped with 112 fast charging piles and 120 slow charging piles, which is the first in the province to achieve full coverage of fast charging piles in towns and villages. From January to June this year, the charging capacity of charging piles in Jingmen township increased by 182.33% year-on-year, ranking first in the province.

　　"The charging piles at the entrances and exits of township expressways and popular tourist villages are used frequently, and we have added fast-filling piles." Huang Kai, head of the electric vehicle business of State Grid Jingmen Power Supply Company, believes that the charging infrastructure should be built in front, so that consumers can have no worries.

　　When new energy vehicles enter the village, the demand for personal charging piles is greater. Not long ago, Yu Liangrui, a villager from Zengmiao Village, Zilingpu Town, Dongbao District, Jingmen City, applied for charging pile installation business on his mobile phone. On the same day, the staff of State Grid visited the site to complete the on-site investigation; Two days later, the charging pile was electrified. "Many families in rural areas have single-family houses and have enough space to install personal charging piles. This advantage makes it difficult for towns to compete. " Huang Kai said.

　　Demand upgrade leads product iteration, and vehicle functionality is continuously enhanced.

　　Set up tents, put up banners and put gifts … … In Macheng Town Square, Duodao District, Jingmen City, the off-line tour of new energy vehicles attracts residents to experience.

　　For several years, Chen Quan first drove the demo car to the boundary far away from the city. "In less than half a day, the contact information of several interested customers has been added." Chen Quan said that there will be more exhibitions in towns and villages.

　　Xiao Liu, a staff member of Macheng Industrial Park, bought a plug-in hybrid car two years ago. Now he is a little annoyed. "I should have bought pure electricity at the beginning." She found that the touring models not only have longer cruising range and faster charging speed, but also add practical new functions such as smart parking and digital keys.

　　Compared with the early years when cars went to the countryside to mainly solve the problem of "whether there is", now with the improvement of consumption level, new energy vehicles have to solve the problem of "whether it is good or not". Chen Jintao, deputy director of the Economic and Information Bureau of Duodao District, exemplified that some middle-aged consumers are facing the demand for vehicle redemption, and whether the cruising range is sufficient is the main consideration; For young people who buy the first car, the new "gameplay" related to assisted driving and intelligent network connection is more attractive.

　　The reporter consulted the catalogue of four rounds of new energy vehicles going to the countryside and found that only 10 companies and less than 20 models initially participated in the countryside, most of which were traditional car companies. This year, the number of models going to the countryside has increased to 69, which has opened up the distinction in terms of price, function and power, and some mid-to high-end models have also been included.

　　Products are iterative with the upgrading of demand, and so are commercial vehicles. According to the data of the Ministry of Industry and Information Technology, in 2022, the sales of new energy commercial vehicles in China accounted for about 1/10 of the total sales of commercial vehicles. The reporter learned that among commercial trucks, the micro-closed van that the masses call "micro-surface" is the mainstream model and is often used for short-distance logistics transportation.

　　Liu Jun is a pure electric micro-surface user of Dongfeng Motor, who lives in Tuanlinpu Town, Duodao District. In the early morning, he drove agricultural products to the vegetable market in the city. In his spare time, he took orders to distribute food and department stores on the group buying and pulling platform, and traveled more than 100 kilometers every day. However, occasionally receiving a list of decoration building materials made him quite puzzled: "It is not easy to put a water pipe three or five meters long in the car. If only the cargo compartment were bigger. "

　　For Liu Jun, the car should not only run fast but also save money and be reliable. Pan Chonggang, deputy director of the commodity planning department of Dongfeng Motor Co., Ltd. said that the pure electric micro-surface currently sold by Dongfeng is based on the original passenger micro-surface "oil to electricity", and the loading capacity is limited. To this end, they decided to upgrade the product line and design a brand-new pure electric micro-surface model.

　　The R&D team was stationed in rural areas of Zhejiang and Hubei to investigate the use scenarios such as express delivery into the village. "We found that the hillside into the village is slippery, and the car should have good handling stability and sufficient power; In order to facilitate loading and unloading, the volume of the cargo compartment should be increased to at least 5 to 6 cubic meters, and spacious side doors and tailgates are needed. " Pan Chonggang said, "The new pure electric micro-surface car has been tested and is planned to go on the market next year."

　　The supply of affordable vehicles needs to be strengthened, and shortcomings such as after-sales maintenance need to be filled.

　　From urban areas to counties, towns and villages, with the gradual sinking of the market, consumers need different models. The reporter found in the interview that the cruising range of 300 kilometers is too short for some urban consumers, but it may be too long in the village — — Many villagers make a living by farming or small businesses, and are unwilling to pay for miles they don’t need.

　　Zheng Peng, secretary-general of Hubei Electric Vehicle Circulation Association, said that the models purchased by county and township consumers are mainly A00-class mini new energy vehicles and A0-class small new energy vehicles, accounting for about 60% to 70%, and the price ranges from 50,000 to 80,000 yuan.

　　"For some consumers who only need to travel instead of walking, electric three-wheeled and four-wheeled vehicles are more attractive; For fellow villagers with production needs, the cargo capacity of new energy trucks is generally small, and there are not many optional brands of commercial vehicles such as pickup trucks, light trucks and micro-noodles. " Zheng Peng suggested that relevant enterprises should reduce costs and increase efficiency from product design, supply chain and other aspects, develop more "explosive" products for the rural market, and constantly explore the market "blue ocean".

　　What aspects can be improved to promote new energy vehicles to the countryside?

　　The charging facilities in township areas are scattered, and the construction and management costs are high. Huang Kai opens the monitoring page of the charging station in the operation center of State Grid Vehicle Networking Platform on the computer, and four colored circles indicate the utilization rate, failure rate, offline rate and charging success rate of the station. He admits that in the past year, the supply of slow filling piles in towns and villages in the city has exceeded demand, and the utilization rate is generally not high; However, in the peak period of returning home such as the Spring Festival, the demand for fast filling piles is in short supply.

　　According to estimates, according to the calculation of adding 6,000 new energy vehicles every year in Jingmen City, the centralized charging load in the city will reach 250,000 kilowatts in 2030. "There are more and more users installing personal charging piles now. Adding a slow-filling pile is equivalent to adding four 1.5-horse air conditioners, which greatly improves the requirements for transformer capacity. " Huang Kai is worried that the relatively weak rural power grid is difficult to load.

　　At the same time, the blocking point of after-sales maintenance also needs to be cleared. Some car owners report that many auto repair shops can’t repair new energy vehicles. Zheng Peng introduced that the maintenance of fuel vehicles is mainly mechanical maintenance, while the maintenance of new energy vehicles is mainly in battery circuits, and having an electrician’s operation certificate is the basic threshold. At present, there is a market gap of more than 40% for technicians who are proficient in "three electricity" maintenance such as batteries, motors and electronic control systems.

　　Focusing on the bottleneck problem that restricts new energy vehicles from going to the countryside, relevant measures are being improved from top-level design to local practice. The "Implementation Opinions on Accelerating the Construction of Charging Infrastructure to Better Support New Energy Vehicles to the Countryside and Rural Revitalization" puts forward 11 specific measures in three aspects, and strives to promote new energy vehicles to the countryside by moderately advancing the construction of charging infrastructure and optimizing the purchase and use environment of new energy vehicles. "Some vocational schools in Hubei Province have set up new energy auto repair majors, and the Provincial Electric Vehicle Circulation Association is also carrying out new energy auto repair technician training business, and plans to jointly develop and launch new energy vehicle battery maintenance standards with insurance companies." Zheng Peng said that the road will be smoother when new energy vehicles go to the countryside.

Five years ago, on April 19th, General Secretary of the Supreme Leader presided over a symposium on network security and informatization and delivered an important speech, stressing: "Promote the development of China’s network information industry and make the Internet better benefit the people." This important exposition fully demonstrates the people-centered development thought, clarifies the historical mission of China’s network information undertaking, and points out the direction for further promoting the construction of a network power.

Internet is one of the greatest inventions in the 20th century, which has brought great changes to people’s production and life, and played a strong role in promoting innovation and development in many fields. Since the 18th National Congress of the Communist Party of China, the CPC Central Committee with the Supreme Leader as the core has embarked on a great struggle with many new historical characteristics, attached importance to the Internet, developed the Internet, and managed the Internet, made overall plans and coordinated major issues concerning informationization and network security in political, economic, cultural, social, military and other fields, made a series of major decisions and put forward a series of major measures, and promoted the cause of network information to achieve historic achievements. Network infrastructure construction and information services have been popularized, new technologies and applications such as online trading, mobile payment and shared travel have been widely popularized, e-government has been accelerated, network poverty alleviation has been solidly promoted, social governance and basic public services have been continuously improved, and the people have more sense of acquisition, happiness and security.

In today’s world, modern information technologies such as the Internet, cloud computing and big data have profoundly changed the way people think, produce, live and learn. General Secretary of the Supreme Leader profoundly pointed out: "In response to the development of information technology, promoting educational reform and innovation, building a networked, digital, personalized and lifelong education system, building a learning society where everyone can learn, learn everywhere, and learn from time to time, and cultivating a large number of innovative talents are major issues facing mankind." China persists in promoting educational informatization and strives to expand the coverage of high-quality educational resources by means of informatization. Through the informationization of education, we will gradually narrow the digital gap between regions and urban and rural areas, vigorously promote educational equity, and let hundreds of millions of children share quality education under the blue sky and change their destiny through knowledge.

Ensuring people’s life safety and health is an important task of the party and the country. General Secretary of the Supreme Leader once vividly pointed out: "Medical and health services plus informationization are even more powerful!" He stressed: "We should attach great importance to the application of a new generation of information technology and accelerate the development of’ Internet+medical health’." Since the 18th National Congress of the Communist Party of China, China has made great efforts to improve the construction of population health information service system, established an interconnected population health information platform, promoted the application of big data in health care, promoted data collection, integration and sharing, and business collaboration of application information systems such as public health, family planning, medical services, medical security, and comprehensive management, strived to achieve standardized management and use of population health information, and better served the masses with medical and health service informationization.

Accelerating the pace of rural Internet construction is the proper meaning of accelerating the popularization of information services and allowing more people to share the fruits of development. The General Secretary of the Supreme Leader pointed out: "It is necessary to speed up the construction of information infrastructure and the popularization of information services, focus on poverty-stricken areas and border ethnic areas, reduce the cost of use, and make it available, affordable and well used by ordinary people." To this end, China has increased investment and expanded the effective coverage of optical fiber networks and broadband networks in rural areas; Aim at the main direction of agricultural modernization, improve the level of agricultural production intelligence and network management, and help farmers increase their income; Solidly carry out online poverty alleviation actions, explore the potential of the Internet in precision poverty alleviation and precision poverty alleviation, let more people in need use the Internet, let agricultural products go out of the countryside through the Internet, and continuously enhance the endogenous motivation of self-development of poor areas and poor people.

Information is an important basis for national governance, and it should play an important role in promoting the modernization of national governance system and governance capacity. The General Secretary of the Supreme Leader stressed: "We should strengthen Internet thinking, make use of the advantages of flat, interactive and fast Internet to promote scientific government decision-making, accurate social governance and efficient public services, and use information technology to better perceive social situation, smooth communication channels and assist decision-making and administration." Use information technology to promote the openness of government affairs and party affairs, speed up e-government, build an online service platform that integrates the whole process, use big data to promote the protection and improvement of people’s livelihood, and promote "Internet+education", "Internet+medical care" and "internet plus culture", so that people can run less errands and more data, and constantly improve the level of equalization, generalization and convenience of public services. The reform highlights such as "do it online at once" and "don’t meet for approval" are numerous and welcomed by the masses.

Cyberspace is the common spiritual home of hundreds of millions of people. Cyberspace is clear and the ecology is good, which is in line with the interests of the people. Cyberspace is smoky and ecological deterioration, which is not in the interests of the people. No one wants to live in a space full of falsehood, fraud, attack, abuse, terror, pornography and violence. In this regard, the General Secretary of the Supreme Leader pointed out: "We should be responsible to the society and the people, strengthen the governance of cyberspace according to law, strengthen the construction of online content, strengthen positive online publicity, cultivate a positive and healthy online culture, nourish people’s hearts and society with socialist core values and outstanding achievements of human civilization, and achieve full positive energy and high theme, so as to create a clean and positive cyberspace for the majority of netizens, especially teenagers." It is necessary to speed up the construction of a security system for key information infrastructure, build a network security defense line, ensure the security of personal information, and safeguard the legitimate rights and interests of citizens in cyberspace.

"The people’s yearning for a better life is our goal." General Secretary of the Supreme Leader has repeatedly stressed that the development of online information business must implement the people-centered development thought and take the promotion of people’s well-being as the starting point and the end result of information development. The practice of building a network power in China proves that network information technology is playing an increasingly important role in promoting economic and social development, modernizing the national governance system and governance capacity, and meeting people’s growing needs for a better life. We should take the Internet as a new way to understand the masses, get close to them and solve problems for them, and simultaneously promote the strategic deployment of building a network power and the goal of "two hundred years", so that the people can have more sense of gain, happiness and security in the development of informatization and work together to realize the Chinese dream of the great rejuvenation of the Chinese nation.