中日对比视角下中国房地产行业健康发展研究

A Study on the Healthy Development of China’s Real Estate Industry from a Comparative Perspective between China and Japan

摘要: 日本1991年以来房地产行业发展存在较大压力，与日本的人口总量与结构恶化、城镇化进程放缓、经济持续低增速、金融资源流出房地产行业四大因素密切相关。从1990年日本和2021年中国数据对比来看，2021年中国在房地产行业的金融资源方面相对强势，在经济增速与城镇化方面与日本1990年相当，并无显著优势，但在人口总量及结构方面则明显弱于日本1990年。建议短期通过金融和行业政策托底房地产销售市场，长期推进房地产行业发展转型，促进中国房地产行业的健康发展。

Abstract: The real estate industry in Japan has faced significant pressure in development since 1991, which is closely related to four major factors: the deterioration of Japan’s population size and structure, slowing urbanization process, sustained low economic growth, and outflow of financial resources from the real estate industry. Comparing the data between Japan in 1990 and China in 2021, it can be seen that China is relatively strong in terms of financial resources in the real estate industry in 2021. However, there are no significant advantages in terms of economic growth and urbanization compared to Japan in 1990, but China is clearly weaker in terms of total population and structure. It is suggested to provide support for the real estate sales market in the short term through financial and industry policies, and promote the long-term transformation of the real estate industry to facilitate the healthy development of China’s real estate industry.