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任志强也许是对的

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他说“地价推高房价”,天价地王正频频出现;他说“房价一定涨”,房价正如其所言噌噌上涨……
自从房地产市场火热起来以来,任志强就屡屡“语不惊人死不休”。他直言不讳,言辞犀利而不留情面,常出“雷人之语”,也因此每每成为被骂的对象,并被冠为“黑心开发商”、“既得利益代言人”,甚至是“全中国人民第三想打的人”。
数年口水战之后,我们却惊奇地发现,任志强的那些“大逆不道”的言论在市场上一一得到应验。任志强也许是对的?他是那个揭开房地产市场真相的人吗?
本书收录了任志强多年来最具代表性的观点以及反驳他这些观点的主要声音,再配以精彩的点评,跳出“骂仗”的语境,从当前房地产市场的实际状况来进行对比验证,哪些任志强说错了,哪些又变成了现实。在观点对比和点评中,分析任志强观点的真实含义,剖析中国房地产市场发展的深层逻辑。
Content Description

任何国家都无法保证让所有的家庭靠收入自行解决购买商品房的问题,中国更不应让所有百姓都购买商品房。解决低收入家庭的住房问题是政府的责任,而不是市场的责任,绝不能用市场化的方式解决“穷人”的住房问题。
中国的政府在严格地控制土地,实际上限制了供应的高速增长。但需求并不会因为供给的减少而减少,中国恰恰是处于需求高增长的阶段中。如果供不应求的现象不能很好地得到平衡和解决的话,房价因此而上涨的趋势是非常明显的。
没有买房的人都亏了。最初,有些人分不清什么是真话什么是假话,被蒙蔽了。比如说房价要降了,大家都等着买房,结果房价涨到买不起了。在目前情况下,房价似乎没有理由不上涨,不仅如此,宏观调控还在助推着这种上涨。
在存在巨大的需求的情况下,招拍挂政策出台之后切断了土地供给的其他来源,并且其供给量被政府垄断和限制,使土地供给数量在不断地减少。这必然会产生供求关系之间的不平衡,造成房价随着土地价格的增长而增长。
中日房地产市场差别巨大,中国是不可能出现日本式的地产泡沫的。
在全国19个行业中,房地产行业排在第7位。前边有6个行业利润率远远高于房地产行业,而房地产行业利润率水平只在中游,不到10%。
国有企业家、国有资本,政府让干什么就干什么,不让我们干房地产我们就不干房地产。我们只是当丫鬟的,都是政府说了算。
Author Description

王其明,安徽泾县人,2000年毕业于中国人民大学社会学系,2003年进入《中国经营报》,现任《中国经营报》资深房地产记者、上海记者站站长。
Catalogue

序言
第一章 穷人不该都买房
观点一:开发商为富人造房子
观点二:穷人不该都买房
观点三:中国住房分为穷人区与富人区很正常
观点四:穷人区与富人区的划分是社会与消费人群自然选择而形成的结果
观点五:让穷人买房会导致次级贷
观点六:穷人不应关注高房价
观点七:正话反说——穷人是购房的主力军

第二章 房价高是有道理的
观点一:和工资收入比,30年来房子等于没涨价
观点二:北京房价高是有道理的
观点三:高档房供应过少,房价肯定会涨
观点四:房价走势只涨不降
观点五:与王石“交锋”:房价到底是降还是不降
观点六:年轻人买不起房是正常的
观点七:买不起房为什么不回农村去
观点八:中国人太有钱,房子太便宜
观点九:房子是最好的抗通胀产品

第三章 没买房你就亏了
观点一:应为温州购房团颁发奖章
观点二:禁止炒房就是违宪
观点三:房价降了,开发商有权不盖房
观点四:高房价与城市竞争力
观点五:高房价控制人口素质
观点六:85%的家庭买不起房简直荒谬
观点七:没买房的人都亏了
观点八:空置率之争
观点九:出台物业税并不能降低房价
观点十:住建部对房价进行干预的可行性几乎是零

第四章 地价推高房价
观点一:8·31土地大限将引发土地饥荒,房价必然上涨
观点二:土地供应少推动房价上涨
观点三:将房价上涨罪名都推给开发商吗?
观点四:国土管理部门骗人也不是这种骗法
观点五:房价高因地价高,地价占房价59%
观点六:调控房价首先要抑制地价
观点七:房地产商需要囤地,手里有粮心中才不慌
观点八:倒卖土地具有合法性,并不全是犯罪
观点九:中国可供开发的土地还有很多

第五章 越调控越涨
观点一:1998年房改是换汤不换药
观点二:央行121文件的严格执行将与央行的初衷相违
观点三:18号文件标志着住房制度从有计划的实物分配向完全市场化的过渡真正开始了
观点四:房贷加息对中等收入者压力最大
观点五:要死也是银行先死,房地产商后死
观点六:小产权房是不受法律保护,买小产权房如偷东西
观点七:70%的住房是90平方米以下的户型是没有任何道理的
观点八:关于二套房的争论
观点九:房价下跌影响最大的不是开发商
观点十:不是救市,而是纠错,房价下跌将引发严重后果

第六章 “房地产有泡沫”是胡说八道
观点一:房地产市场是健康的
观点二:“泡沫说”纯粹胡说八道
观点三:中国房地产不可能出现日本式的泡沫
观点四:迪拜的泡沫不会破
戏点五:中国房价涨得还不多,泡沫也不严重
观点六:粉丝卖到鱼翅的价格才叫泡沫
观点七:房地产业根本就不存在泡沫
观点八:对比中美房价,中国房价中没有泡沫

第七章 房地产业绝无暴利
观点一:房地产行业不是暴利行业
观点二:房地产行业无暴利
观点三:房产品牌就应该是具有暴利的
观点四:房地产行业利润并不高
观点五:房地产商富豪多,和房地产商没关系
观点六:开发商公开成本,就如同让开发商公开自己老婆的胸部有多大
观点七:中国哪部法律规定要房地产业公布成本?
观点八:房产没暴利,房奴不太多

第八章 为开发商一呼
观点一:别把屎盆子扣在开发商头上
观点二:我们是给政府当丫鬟的
观点三:我的实际工资不足700万的十分之一
观点四:开发商是被冤枉了
观点五:批评开发商要有依据
观点六:房地产协会是开发商的利益代言人,中央会救房地产的
观点七:企业追求利润和社会责任不矛盾
观点八:媒体忘却责任、失去公信,到底谁的错?
后记
Book Abstract

第一章 穷人不该都买房
观点二:穷人不该都买房
在原先的实物住房分配阶段,没有住房购买与支付能力的差别,也没有对居住分配住房的家庭有收入上的要求。但在货币化分配和住房市场化供给之后,收入差别就会突出地表现出来。一些先富起来和收入逐步提高的家庭,通过市场化的方式优先改善和解决了住房问题。但与此同时,货币化分配并不能惠及所有的职工和家庭,这无形中拉大了住房分配制度中的差距,再加上劳动就业收入分配上的差别,于是矛盾就集中于未能享受实物分配的住房收益,同时也未能享受住房货币化分配的收益及收入差别收益的低收入家庭(包括领取社会保障救济的家庭)如何解决住房问题上了。而这些低收入家庭,除非大幅度提高家庭收入,否则就永远无法靠商品房市场解决住房问题。政府无论如何去努力提高城镇家庭的收入,都一定会有一个相当大比例的家庭,仍长期梯次形地处于家庭低收入的发展阶段。任何国家都一定会有相当大的一部分家庭无法用购买商品房的方式解决住房问题,这就是我所坚持“不要让所有的老百姓都购买商品房”的原因所在,也是媒体中所谓“媚富”谬论的基础。
世界各国政府都在用社会保障住房制度解决低收入家庭的住房问题,社会主义的中国就更应该加大对低收入家庭的保障。任何国家都无法保证让所有的家庭都靠自身力量解决购买商品房的住房问题,中国更不应将所有人都推向市场,让所有老百姓都必须购买商品房。
解决低收入家庭的住房问题是政府的责任,而不是市场的责任,绝不能用市场化的方式解决“穷人”的住房问题。如果你们都把“穷人”推向市场以解决住房问题,而不强调建立低收入家庭住房社会保障体系,那会是一种什么结果?到底你们是在为“穷人”考虑还是在害“穷人”。我不主张用政府的转移支付解决“穷人”的住房问题,坚持把“穷人”推向商品房市场等于是把“穷人”推向总也买不起房的尴尬境地。
——2005年10月11日任志强博客文章《谁在为“穷人”说话——不要让所有的百姓买房》
他说:
笔者认为,“不要让所有的老百姓都购买商品房”,并且大放房价上涨信号是一种主观故意,目的在于:试图对居高不下的房地产价格推波助澜,力图长期维持房地产的高价格,以长期攫取垄断和超额利润,而不顾百姓买不起房的现实,不顾百姓不能安居乐业的现状。任总真的是在为“穷人”考虑吗?任总所说的“百姓”、“穷人”在房地产业界是如何界定的?月收入2000元,算不算穷人?买100平方米商品房,在大中城市不吃不喝需要20多年,如果按其说的由政府财政拨款和转移支付解决,这个人群占相当多的数量,政府根本无法承受。笔者认为,住房与汽车、高档消费品以及高档衣服等从它的使用属性和人们的需要来说是完全不同的。普通老百姓买不起和用不起汽车,但有公交车甚至有自行车可以代步,实在不行步行总可以吧;高档化妆品消费不起,完全可以不用,还能够显示自己的本来面目和自然美;高档衣服买不起,可以穿廉价的。但是,对于所有的人来说,没有房子住恐怕不行吧,中国作为一个历史悠久的国家,有“安居乐业”之说,不能安居,何谈乐业?
笔者也再一次重申,依照国家的财力,靠提供保障房只能解决很少一部分人的住房问题。那么,大部分人的住房问题如何解决,难道让他们露宿街头吗?而就是解决这很少一部分人的住房问题,操作起来也是十分复杂的。这就像过去价格双轨制的存在,如果在市场经济条件下住房也存在着一个准价格双轨制,必将带来许多严重问题,任总这是在给政府出难题,是把大多数人往绝路上逼,以推脱自己业界和阶层的责任,其目的在于继续实现赚取超额利润的目的,而不顾政府难处和大多数人的死活。
你既然是一个国有资产的代表,无论捐助多少钱,掏腰包的,说到底还是国家。你只不过是拿国有资金给自己或者说自己的集团买了一个名声和荣誉。关于企业家的责任问题,笔者还是那句话,把社会责任和考虑穷人与企业管理者对立起来,是十分有害和错误的。就是在完全市场经济的国家,在市场经济体制非常健全、各项法律法规十分完善的体制下的国家,企业管理者和富人也不会忘掉自己的社会责任。任总,况且你是社会主义国家里一家国有企业的老总!
——余丰慧《再问任志强:中低收入人群难道就不能买房吗?》(人民网)评说:
人民网专栏作者余丰慧是任志强的一个“老对手”,他们之间有过几次交锋。在任志强诸多对手中,这个对手颇为犀利而且他的文章耐读。
任志强的观点是,穷人不应该买房子,穷人的房子问题应该是由政府来解决。而反对者的观点是,穷人有买房的权利,而且开发商也应该承担穷人买房的责任。
这两年,政府也实实在在地再次推出保障房工程,切实明确地说要承担为穷人解决住房问题的责任,政府用自己的行动践行了对人民的承诺。政府似乎也逐渐认识到了自己的责任,或者说开始有能力、有行动地履行自己的职责。越来越多的穷人,其住房权将越来越多地依赖政府,而不是一味地去指责开发商。

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Service Guarantee

Free shipping over 69
Genuine guarantee

Shipping

Yami Consolidated Shipping $9.99(Free shipping over $69)


Seller will ship the orders within 1-2 business days. The logistics time limit is expected to be 7-15 working days. In case of customs clearance, the delivery time will be extended by 3-7 days. The final receipt date is subject to the information of the postal company.

Yami Points information

All items are excluding from any promotion or points events on Yamibuy.com

Return Policy

You may return product within 30 days upon receiving the product. Items returned must be new in it's original packing, including the original invoice for the purchase. Customer return product at their own expense.

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Jingdong book

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About the brand

Jingdong book