It’s time to build "China Green Valley"! Investigation on the Development of Plant Beauty Cosmetic Industry in Yunnan (Ⅰ)

In the "Double Eleven" in 2023, Winona, a subsidiary of Yunnan Bettini, was promoted to Top5, a category of Tmall beauty products, and was ranked as the best brand in history, becoming the only China brand in the top ten of the list for seven consecutive years from 2017 to 2023.

A few days ago, at the 2022 and 2023 Science and Technology Awards and Academic Works Awards Conference of China Ethnic Medicine Association held in Beijing, Dr. Security, the general manager of the R&D Department of Yunnan Baiyao Group, led the compilation and publication of the skin care efficacy of natural plant raw materials, and won the second prize of academic works. At the same time, after polishing for more than two years, a new skin care product-Pill-medicine-separated building soothing essence, which marks a major breakthrough in basic research, will be available in the near future.

Yunnan Baiyao, Betaine, Xicao Resources, Kunming Yuanfang, Panlong Yunhai, in recent years, with the rise of local plant beauty brands, the development of Yunnan beauty industry has entered the fast lane.

The Economic Work Conference of the Provincial Party Committee held in December, 2023 pointed out that Yunnan’s beauty industry has developed rapidly, with an output value close to 15 billion yuan. If a group of leading enterprises are gathered, it is fully qualified to create a "China Green Beauty Valley" with plateau plant characteristics.

Good resource endowment and strong scientific research strength give Yunnan a unique advantage in beauty cosmetics.

The unique green thorn fruit in the cold Liangshan area such as Diqing can repair the damaged skin barrier. Truffle is a high-end ingredient in anti-aging and whitening skin care products, and rose extract can effectively resist oxidation.

With the change of "functional satisfaction and ingredient concern", beauty cosmetics made of plants are favored by consumers and become a new trend in the development of beauty industry.

On March 25th, 2021, Yunnan Betani Biotechnology Group Co., Ltd. was listed on Shenzhen Stock Exchange, with an opening market value exceeding 70 billion yuan, becoming the "first share of cosmeceuticals" in China.

"Yunnan has a unique climate, high altitude, low latitude, large temperature difference, less pollution, high naturalness and purity of plants, and more active ingredients. There are more than 15,000 species of higher plants in the province, accounting for nearly 60% of the national plant species. " Zhao Chunhua, deputy general manager of Yunnan Xicao Resources Development Co., Ltd. introduced. Zhao Chunhua said that rich biological resources are the innate advantage of developing green beauty cosmetics in Yunnan. According to the National Catalogue of Used Cosmetic Raw Materials (2021 Edition), among the 8,965 raw materials used in cosmetics produced and sold in China, there are more than 3,400 kinds of plant raw materials, among which a large number of edible and medicinal plants are used in cosmetics, which has opened up the three-dimensional application of food, medicine and makeup, attracting many plant beauty brands to enter Yunnan one after another. Zhao Chunhua introduced that the functional components of more than 100 endemic plants in Yunnan have been developed and applied only in the resources of western grass.

The advantages of Yunnan’s beauty industry development come from many links in the industrial chain-

Yunnan has a perfect biomedical industrial chain, covering the whole process of research and development, production and sales. At present, the province is continuing to promote the development of biotechnology medicine industry focusing on vaccines, making every effort to build the best quality raw material base of natural medicines, and forming the whole industrial chain development system of natural medicines (traditional Chinese medicine and ethnic medicine) featuring healthy products.

The development and utilization of plant resources in Yunnan has strong scientific research advantages, and has rich professional knowledge and experience in planting Chinese herbal medicines, biotechnology research and development, drug registration and approval, etc. It has a number of excellent scientific research institutes such as Kunming Institute of Botany of Chinese Academy of Sciences and Institute of Medicinal Plants of Yunnan Academy of Agricultural Sciences, as well as a number of experts and scholars such as Professor Pei Shengji, an advocate of ethnobotany in China and chief scientist of skin care brand of botanists, with strong scientific research strength and fruitful research results. Through Industry-University-Research docking and achievement transformation, innovative products are continuously introduced to meet the diversified needs of the market.

In terms of leading enterprises, Yunnan Baiyao, a well-known trademark in China and a century-old pharmaceutical company, has been consistent since its establishment in 1902, inheriting the exploration, application and innovative research of Chinese medicine plants, and Betaine Winona has become the light of domestic products. A number of enterprises, such as Kunyao Group, watson biological, Bio-Valley and Jianzhijia Biomedical Company, have focused on deciphering the effective components in plants and made every effort to open up the whole industrial chain of green beauty industry.

Photo courtesy of Propaganda Department of Yuxi Municipal Committee of Yuxi watson biological Technology Co., Ltd.

"Herbal skin care is an important source of innovation for national skin care products. Starting from Yunnan’s characteristic plants, finding a skin healing prescription that is more suitable for orientals is an important breakthrough for Yunnan Baiyao to build a world-class brand and compete for a broader market. " Gu Ming, general manager of skin care BU of Yunnan Baiyao Group Co., Ltd., introduced that Yunnan Baiyao complied with the new wave of consumption growth under the background of big health industry, based on the advantages of extraction, efficacy research and proportion of medicinal plants in the group for more than 100 years, and devoted itself to medical research technology to push open the door to the efficacy of medicinal plants to beautify skin.

Betaine, the first brand of functional skin care products in China, took the lead in setting up Yunnan Characteristic Plant Extraction Laboratory in 2021, focusing on the research and development of functional cosmetics, functional foods and medicines with Yunnan Characteristic Plant Extracts as raw materials, developing high value-added plant health products, and realizing 40 independent research and development of functional cosmetics plant raw materials. On November 8, 2023, Betaine Institute held a signing ceremony in Paris with the Skin Research Center of St. Louis Hospital, France, and announced the formal establishment of the French Research Center of Betaine Group, marking the internationalization of the company’s research and development.

After more than 20 years’ development, Xicao Resources has owned a number of national and provincial innovation and development service platforms, such as the public service platform for industrial technology foundation of the Ministry of Industry and Information Technology, the new R&D institutions in Yunnan Province, and the innovation center for raw materials manufacturing of plants and cosmetics in Yunnan Province, and has established cooperative relations with many universities and research institutions, which has strong strength in scientific research and technological research, transformation of scientific and technological achievements, market promotion of products, etc., and has brought strong impetus to product innovation.

Yimei Tianxiang Group has a 2000-mu flower planting base in weichu, which has become the main raw material planting base of Yimei Tianxiang skin care products brand.

Zhen Meiyan’s parent company, Baimai Bio, invested tens of millions of yuan to develop a 1,000-mu flower planting R&D base, and deeply researched and developed high-quality raw materials, making Zhen Meiyan the first "original traceability" flower-based makeup brand in China.

Insiders pointed out that Yunnan’s colorful national culture and folk wisdom in using plants have integrated endemic plants with national culture, adding more story-telling market topics to Yunnan’s plant beauty cosmetics. At the same time, Yunnan’s superior geographical advantages, backed by a strong domestic market with a population of 1.4 billion and a market in South Asia and Southeast Asia with a population of 2.3 billion have laid a solid foundation for the development of Yunnan’s beauty cosmetics.

Leading enterprises demonstrate and promote green "cloud makeup" to enter the "fast lane"

In recent years, domestic beauty brands have risen rapidly, gradually regaining the "home advantage" made in China.

On the basis of characteristic plants and medicinal plants, many local brands have built their own unique brand stories and formed a different brand culture.

As a leading domestic beauty cosmetics enterprise, Bettini’s brand Winona has been rooted in Yunnan for a long time, making full use of the advantages of Yunnan’s characteristic plants and vigorously developing green beauty cosmetics. It has formed a clear brand through Winona, which focuses on sensitive muscles, Winona Baby, a high-end professional anti-aging skin care brand, and Befuting, a professional anti-acne medical brand.

In recent years, Betani has made great efforts. The central factory with an investment of nearly 500 million yuan and an annual output value of 5 billion yuan was completed and put into operation in 2023, attracting upstream and downstream enterprises in relevant industrial chains to settle in, promoting industrial agglomeration and improvement of industrial chains, promoting industrial upgrading and transformation and development, and providing important support for the province to cultivate advantageous biomedical industries.

"In the next step, Betani will continue to focus on the whole process of product R&D, production and sales through raw material advantages, R&D advantages, industrial chain advantages and brand advantages, so that Yunnan brands can enter the country and the world." Zhong Wei, public director and assistant to the chairman of Betani Group, said.

"It is extremely difficult for the skin care industry to be sophisticated. It must have independent intellectual property rights and core technologies. Now the market has strict requirements for the control of the entire industrial chain." Gu Ming said frankly that Yunnan Baiyao took the skin care industry as one of its key strategic layouts, actively integrated resources and made great efforts in basic scientific research. It took five years and invited more than 60 professional scholars to jointly compile a series of books entitled "Collection of Skin Care Efficacy of Natural Plant Raw Materials". Combining the research results, it summarized the basic information, active substances, efficacy and mechanism of more than 1,000 plants. This is the first book to comprehensively explore the application of natural plants in the skin care field and provide it for the whole plant skin care research industry.

Relying on years of rich experience in cultivating Yunyao, in 2007, Yunnan Panlong Yunhai Pharmaceutical Co., Ltd. began to set foot in the field of cosmetics around the development idea of "internal adjustment and external nutrition, health and beauty" and became the first batch of cosmetics R&D and production enterprises in Yunnan Province. Initiate the concept of "internal adjustment and external cultivation", make full use of the research results and production technology in Yunnan plant resources such as Notoginseng Radix, Dendrobium, Gastrodia elata, establish its own skin care brand "Shiliwei", develop and market more than 40 products, and the product sales cover 20 provinces and cities across the country, providing consumers with a series of detoxification and health care programs from "internal adjustment" drugs, health food and food to "external cultivation".

Wenshan Sanqi provides high-quality raw materials for the beauty industry.

"As a comprehensive institution focusing on the technical research and application of plant extraction health industry, Xicao Resources is based on the advantages of local resources, based on innovative technology research and development, and applies innovative technology to the biological activity research of plant costs, and finally realizes the multi-dimensional application of plant efficacy components in the fields of plant cosmetics and functional foods, providing customers with integrated services from research and development to production, and has achieved gratifying results in scientific research and development and brand building." Zhao Chunhua introduced.

In terms of scientific research and technical research, the company has 23 patents related to plant raw materials. For example, the molecular plant cell fluid prepared by the core patented technology can replace the use of "water" in cosmetics, and can turn the "anhydrous formula" from concept into reality, which has been applied to many plants. At present, Xicao has provided services for more than 300 well-known enterprises and brands, and has its own brand "Hundred Grass Fairy Tales".

The data shows that in 2023, the beauty industry in Yunnan Province achieved an output value of 15 billion yuan, with 12,668 enterprises engaged in the production and sales of cosmetics, and 59 enterprises with cosmetics production licenses, including 43 industrial enterprises above designated size in beauty-related industries.

According to the relevant person in charge of the Provincial Department of Industry and Information Technology, through years of development, Yunnan Province has initially built an industrial chain of upstream raw material planting, midstream plant extraction and downstream beauty products manufacturing in the functional beauty industry. The variety of perfume plants in the province ranks first in the country, the total output of flavors and fragrances ranks fourth in the country, and the export volume accounts for 15% of the country. Eucalyptus leaf oil accounts for 98% of the global market share, and major products such as flavors and fragrances, cosmetics, washing products and oral products have been launched, initially forming well-known local leading enterprises and well-known brands.

In the next step, Yunnan Province will focus on "natural plant extraction and plateau characteristic biological application", give full play to the advantages of characteristic plant resources, vigorously develop flavors and fragrances, functional skin care products, washing products and functional toothpaste, accelerate the construction of beauty industry chain, and form an industrial system of raw material planting, plant extraction and substrate raw material auxiliary materials development, cosmetics manufacturing and terminal market development, so as to enhance the comprehensive benefits of industrial operation. By extending the chain and strengthening the chain, we will continue to build the whole beauty industry chain. By 2025, the operating income of the beauty industry will reach 30 billion yuan.

Written by: Yang Yanyan Duan Xiaorui Gao Yue, Duan Yi, Chen Xiaobo.

Original title: It’s time to build "China Green Valley"! Investigation on the development of Yunnan plant beauty industry (I)

Why did the year-on-year decline in lottery sales suddenly get cold in December? Where will the future go (2)

So, the whole network is asking: Who will this lucky guy be? Is it an individual or an institution or a unit? Did you play ahead of time, or did God give him an eye?

This incident once again provoked the lottery players’ distrust of the fairness, transparency and credibility of the lottery, and various voices appeared on the Internet.

On January 8th, after a lapse of more than one month, the local Welfare Lottery Center responded that all the news would be released in official website, and the results of the investigation were awaited, and all the responses were only these words.

Why did the year-on-year decline in lottery sales suddenly get cold in December? Where will the future go?

The impact of this incident is far-reaching, and some people always think of a cross. This may be the root cause of such a serious year-on-year decline in lottery sales last December.

Where will the development of lottery go in the future?

It is estimated that many people will issue this question. In fact, the key issue is how to establish a fair and transparent lottery sales lottery mechanism.

For example, lottery tickets can be purchased through real-name registration system, so that lottery tickets can complete all the sales lottery payment processes under the sunshine supervision mechanism.

The prospect of lottery market is huge and can be continuously explored. The core is how the competent authorities really do effective supervision!

Ministry of Finance: Last year, a total of 579.696 billion yuan of lottery tickets were sold nationwide.

  Zhonghong. com, January 31st According to the data of the Ministry of Finance, in December 2023, a total of 53.284 billion yuan of lottery tickets were sold nationwide, a year-on-year decrease of 8.565 billion yuan or 13.8%. Among them, the sales of welfare lottery institutions was 17.476 billion yuan, an increase of 5.646 billion yuan, an increase of 47.7%; The sales of sports lottery institutions reached 35.808 billion yuan, a year-on-year decrease of 14.211 billion yuan or 28.4%. Mainly due to the high base of the pulling factors of the football World Cup in the same period last year.

  From January to December, the national lottery sales totaled 579.696 billion yuan, an increase of 155.044 billion yuan or 36.5%. Among them, the sales of welfare lottery institutions was 194.441 billion yuan, an increase of 46.311 billion yuan, an increase of 31.3%; The sales of sports lottery institutions reached 385.255 billion yuan, an increase of 108.733 billion yuan or 39.3%.

  Among them, in December 2023, the sales of lottery digital lottery tickets was 16.952 billion yuan, a year-on-year increase of 29.3%; The sales of quiz lottery tickets was 22.431 billion yuan, down 47.8% year-on-year; The sales of instant lottery tickets reached 10.224 billion yuan, a year-on-year increase of 214.4%; Keno lottery sales reached 3.676 billion yuan, a year-on-year increase of 47.3%. In December, the sales volume of digital lottery, quiz, instant lottery and Keno lottery respectively accounted for 31.8%, 42.1%, 19.2% and 6.9% of the total lottery sales, and the sales volume of video lottery was 140,000 yuan, an increase of 120,000 yuan year-on-year.

  Last year, the lottery digital lottery sales totaled 176.803 billion yuan, an increase of 21.385 billion yuan or 13.8%. The sales of quiz lottery tickets was 246.476 billion yuan, an increase of 65.550 billion yuan or 36.2% year-on-year; The sales of instant lottery tickets reached 119.021 billion yuan, an increase of 59.574 billion yuan or 100.2%. The sales of Keno lottery tickets reached 37.394 billion yuan, up 8.534 billion yuan or 29.6% year-on-year. From January to December, the sales volume of digital lottery, quiz, instant lottery and Keno lottery respectively accounted for 30.5%, 42.5%, 20.5% and 6.5% of the total lottery sales. Video lottery sales reached 1.53 million yuan, up 930,000 yuan year-on-year.

  By region, in December 2023, compared with the same period of last year, the sales volume of lottery tickets in various provinces in China was mixed, with Hunan, Guangdong, Chongqing and Xinjiang increasing by 231 million yuan, 191 million yuan, 163 million yuan and 138 million yuan respectively. Jiangsu, Zhejiang, Shandong, and Sichuan saw a large decline, with a year-on-year decrease of 1.722 billion yuan, 1.106 billion yuan, 735 million yuan, and 659 million yuan respectively.

  Last year, compared with the same period of last year, lottery sales in all provinces in China increased, with Guangdong, Jiangsu, Zhejiang and Shandong increasing by 16.321 billion yuan, 12.946 billion yuan, 12.442 billion yuan and 10.832 billion yuan respectively.

Liuyang, the hometown of fireworks: income from fireworks was exported overseas a hundred years ago, with an annual output value of hundreds of billions.

On October 1st and 4th, there were two fireworks displays in Orange Island, Changsha, which were the last two fireworks displays in Orange Island this year. This activity originally came from the weekend fireworks in Orange Island. Since August 28th, 2010, there will be gorgeous fireworks over Orange Island every Saturday night. These fireworks and discharge technologies are provided by companies in Liuyang, Hunan, the hometown of fireworks in China. (Text /AI Finance and Economics Intern Jiang Wenhua, Editor/Yang Shufang)
Liuyang is located on the border of Hunan and Jiangxi, in the northeast of Hunan Province, and is managed by Changsha City. In 2016, Liuyang achieved a GDP of 121.82 billion yuan, and the county economy and basic competitiveness jumped to the 19th place among the top 100 counties in China. When it comes to Liuyang, most people will think of the lyrics in Liuyang River: "Liuyang River, which bends through nine bends, reaches Xiangjiang River by 50-mile waterway"; Some people will think that this is the hometown of Tan Sitong and Wang Zhen; Others remembered that the words "Liuyang Fireworks" were printed on the fireworks wrapping paper bought during the Spring Festival.
Mashi Old Street in Mashi Village is the dividing line between Jiangxi Province and Hunan Province. One side of the street belongs to Jiangxi Province and the other side is Hunan Province. The history of fireworks in Liuyang can be traced back to the Tang Dynasty. In the fourth year of Tang Wude (AD 621), Li Yi, the founder of fireworks, was born in Mashi Village at the border of Hunan and Jiangxi. This village belongs to Fuli Town, Liling City, Hunan Province, with Shangli County, Pingxiang City, Jiangxi Province in the east and Jingang Town, Liuyang City in the north. Due to disasters and epidemics for years, Li Yi filled a small bamboo tube with nitrate, led it to ignite, and dispersed the miasma in Shan Lan with smoke, thus reducing the epidemic of plague. Soon, firecrackers filled with small bamboo tubes became popular.
Later, Li Yi passed on the firecracker production technology to his neighbors, so that they could get rid of the dilemma of "relying on the weather to eat". Because of this, Li Yi was regarded as the founder of fireworks. In the third year of Hongwu in Ming Taizu (AD 1370), the local people designated Li Yi’s birthday and April 18th of the lunar calendar as the Fireworks Festival. At present, the main producing areas of fireworks, such as Liuyang and Liling in Hunan, Shangli and Wanzai in Jiangxi, have all built Li’s ancestral temples.
During the Sui and Tang Dynasties, fireworks for entertainment appeared and became popular. Emperor Yangdi of Sui Dynasty has a poem: "There are thousands of lights on the trees, and seven flowers bloom." In the Song Dynasty, there was Xin Qiji’s "Thousands of trees bloom in the east wind night, and the stars are like rain". Liuyang, adjacent to Li Yi’s hometown, the production of fireworks reached its peak in the Northern Song Dynasty. During the Qing Dynasty, Liuyang fireworks became a tribute to the capital, and they were exported to East Asia, South Asia, Europe and America from 1875.
In 1980s and 1990s, with the re-recognition of the private economy, large and small fireworks factories began to spread in every corner of Liuyang. Most of these fireworks factories are family-based, and the workshops are just a few earth houses. Outside the earth house, there is a metal ball standing. Everyone needs to hold the metal ball to eliminate static electricity before entering the fireworks factory. In addition, no matter who wears clothes that are easy to generate static electricity, it is forbidden to enter.
1986年,浏阳花炮在摩纳哥第21届国际焰火大赛中获得金奖。这也是中国首次在国际烟花节上获得大奖。九十年代,伴随着浏阳撤县建市,花炮出口创税总额达到全市90%以上。1995年,浏阳市被国家授予“中国烟花之乡”称号。但烟花之乡一直存在散、乱、差、科技含量低等问题。此外,爆炸事故也时有发生。1998年,浏阳推进花炮产业升级,取缔了近万家非法生产的手工作坊,并制订花炮企业强制性安全生产标准。
到了2002年,浏阳烟花进入南美市场。六年后(2008年),浏阳获得北京奥运会开闭幕式焰火燃放权。在20多分钟时间里,共有12万发礼花绽放,浏阳烟花占到了整个燃放量的70%左右。奥运会开幕式的焰火表演上,由浏阳制造的29个特效烟花“脚印”,沿着北京的中轴线,从永定门、前门、天安门、故宫、鼓楼一步步走向奥运会主会场,代表奥运会从发源地雅典一步一步走到中国。
In 2010, Liuyang Fireworks Industry Cluster achieved an output value of 12.46 billion yuan and a tax revenue of 972 million yuan. In 2016, Liuyang Fireworks have been exported to more than 100 countries and regions, with a total export volume of 2.76 billion yuan, accounting for 60% of the total national export volume. However, with people paying more and more attention to environmental protection in recent years, many cities have successively issued "prohibition orders" for fireworks. Hunan plans to reduce more than 1,000 fireworks enterprises in 2017. Among them, only Liuyang will be reduced by more than 100.
Fireworks enterprises in Liuyang are divided into one, two and three categories. One type of enterprises can enjoy generous policy and financial support, followed by the second type, and the third type will be included in the key supervision and rectification targets. Many enterprises rebuild their factories, but they don’t "upgrade" easily, because upgrading means more investment, and some family enterprises are often overwhelmed. The new situation makes the future of Liuyang fireworks enterprises full of uncertainty. Just like the fireworks in Orange Island, considering the environment and other factors, the number of fireworks is decreasing year by year. How many times can it be set off next year is still unknown.
Reporting/feedback

Last winter in Shaanxi was the coldest winter in more than 30 years.

    Xinhuanet Xi ‘an, March 14 (Reporter Liang Juan) The continuous sunny weather and the rapidly rising temperature finally sent away the cold of last winter. According to the analysis of meteorological data recently, Shaanxi Meteorological Bureau thinks that the winter of 2007 is the coldest winter in Shaanxi for more than 30 years, and the precipitation is 73% more than normal.


    According to the Shaanxi Meteorological Bureau, last winter (from December 2007 to February 2008), the average temperature in Shaanxi Province was-1.3 degrees Celsius, which was 1.3 degrees Celsius lower than normal, the lowest since the winter of 1976.


    According to reports, the winter in Shaanxi Province was warmer before the winter last year, and it continued to be unusually cold after the winter. In December 2007, the average monthly temperature in the whole province was 0.3 degrees Celsius, which was 0.3 degrees Celsius higher than normal. In January 2008, the average temperature was-3.2 degrees Celsius, which was 1.6 degrees Celsius lower than normal. In February, the average temperature was-0.8 degrees Celsius, which was 2.1 degrees Celsius lower than normal, both of which were abnormally low.


    At the same time, the precipitation in Shaanxi last winter was 73% more than normal, and the average precipitation in the province was 35.4 mm. In January 2008, the average precipitation in the whole province was 18.4 mm, which was 2.2 times higher than that in the same period of normal years, which was a rare anomaly in the past 20 years.


    According to the analysis of meteorological data, since 1987, the average winter temperature in Shaanxi Province has been on the warm side, and all walks of life have gradually adapted to the warm winter climate conditions, but the awareness of preventing cold weather in winter has weakened. Once cold weather occurs in winter, its harm and influence will be more serious.


    Climate experts say that in the context of global warming, although the average temperature is on the rise, there will still be continuous snowfall and cold weather in some years. It is suggested that we should pay attention to the influence of freezing rain, snow and cold weather in winter, and do a good job in agricultural production, power supply, water supply, transportation and other preventive measures and material reserves before winter.

Editor: Fan Jing

Reduce high-speed fees and introduce unlimited policies to encourage the purchase of new energy vehicles.

Data Map: China advanced new energy vehicle production line was put into production in Weihai. Photo by Liu Changyong

  BEIJING, Beijing, August 30 (Qiu Yu) The application announced by the Beijing minibus index management system shows that all the 60,000 new energy vehicle indicators have been robbed. New energy vehicles are becoming more and more popular. The reporter from Zhongxin. com (WeChat WeChat official account: cns2012) found that more than 10 provinces have introduced relevant policies to encourage the purchase and use of new energy vehicles, and the problems such as insufficient number of charging piles are expected to be improved.

  Charging facilities — —

  Many places require large public buildings to charge parking spaces not less than 10%.

  The Ministry of Housing and Urban-Rural Development issued the Notice on Strengthening the Planning and Construction of Urban Electric Vehicle Charging Facilities, saying that by 2020, the number of electric vehicles in China will exceed 5 million, and the contradiction between the serious shortage of charging facilities and the rapid growth of electric vehicles will be further aggravated.

  In order to solve this problem, Hebei, Fujian and other places put forward requirements for the configuration of charging facilities near residential areas and large public buildings in documents.

  The reporter found out that Hebei, Fujian, Guangdong, Chongqing and other places require that the parking spaces for new residential buildings should be 100% reserved for the construction and installation of charging facilities, and the parking spaces with charging facilities for large public buildings should be no less than 10% of the total parking spaces. At least one fast charging and replacing power station should be built for every 2,000 electric vehicles.

  Regarding the proportion of parking spaces with charging facilities in large public buildings, Shandong and Hainan have higher requirements, with 15% and 20% respectively.

The picture shows the electric vehicle charging pile. Zhongxin. com < /a alt=

  The picture shows the electric vehicle charging pile. Zhongxin.com reporter Jin Shuo photo

  Convenient access &mdash; &mdash;

  Tianjin stipulates that new energy vehicles are not restricted by tail number restrictions.

  The reporter noted that Tianjin, Shanxi and other places have issued documents to facilitate the travel of new energy vehicles.

  Tianjin proposed that since January 1, 2016, new energy vehicles with license plates issued by this city will not be restricted by motor vehicle tail number restrictions.

  Shanxi stipulates that from January 1, 2015 to December 31, 2017, highway tolls will be levied by half for the marked gas heavy trucks and methanol heavy trucks when passing through highways in Shanxi Province.

  Seven departments in Shanghai jointly issued the Interim Measures of Shanghai Municipality for Encouraging the Purchase and Use of New Energy Vehicles (revised in 2016), and proposed that the city should give preferential treatment and convenient access to new energy vehicles when adopting motor vehicle restriction measures to alleviate traffic congestion.

Data Map: China advanced new energy vehicle production line was put into production in Weihai. Photo by Liu Changyong

  A new energy electric car shuttle bus passed by a test center in Taiyuan, Shanxi. China News Agency issued Zhang Yunshe

  Popularization and application &mdash; &mdash;

  In 2018, 100% of new vehicles in Hainan public institutions will use new energy vehicles.

  Many places plan to strengthen the promotion and application of new energy vehicles in the field of public services, and put forward specific proportions.

  Hainan requires that from 2016 to 2020, the proportion of new energy buses in newly added and replaced buses will reach 50%, 60%, 70%, 80% and 90% respectively. From 2018 onwards, new energy vehicles should be 100% used for vehicles added or replaced by public institutions every year, except in special circumstances.

  Shandong proposed that in 2014-2016, the proportion of new energy vehicles purchased by government agencies and public institutions in Qingdao and other demonstration cities for the promotion and application of new energy vehicles in that year was not less than 30%, and it will increase year by year.

  Not only in the field of public services, Gansu has also put forward requirements for the overall promotion of new energy vehicles in the province. From 2016 to 2020, the number of new energy vehicles promoted in the province shall be no less than 10,000, 12,000, 15,000, 20,000 and 30,000 respectively, and the number of new energy vehicles promoted shall account for no less than 1%, 1.5%, 2%, 2.5% and 3% of the total number of new and updated vehicles in the region.

Data Map: China advanced new energy vehicle production line was put into production in Weihai. Photo by Liu Changyong

  Financial subsidies &mdash; &mdash;

  Beijing, Shanghai and other places set a ceiling for the total amount of subsidies.

  Beijing, Shanghai, Hainan and other places subsidize new energy vehicles, and at the same time set the upper limit of the total subsidy.

  Beijing and Hainan stipulate that for new energy vehicles, the subsidy standard shall be determined according to the ratio of 1:1 between the state and the city, and the total financial subsidy of the state and the city shall not exceed 60% of the sales price of the vehicle.

  Shanghai and Gansu put forward in the document that the total financial subsidies of the state and the city for new energy vehicles should not exceed 50% of the vehicle sales price.

  In Hebei Province, nine types of new energy vehicles, such as government official vehicles, law enforcement patrol cars, school buses and taxis, were included in the scope of public services. During the promotion period, provincial finance subsidized car buyers according to the national subsidy standard of 1:1. (End)

Automobile aftermarket observation: speeding up the cultivation of new supply in automobile aftermarket

  Make an appointment online, and you don’t have to wait to go to the store for maintenance; Flexible production, timely response to small batch parts orders; In recent years, new technologies, new products, new formats and new models have emerged in China’s automobile aftermarket, and the automobile consumption potential has been further released, effectively promoting the scale growth, structural optimization and quality improvement of the automobile aftermarket.

  Digital green transformation, upgrading and upgrading of automobile maintenance service

  "A few days ago, the car was smashed, and the store time was reserved through the mobile phone application, without queuing; It is really convenient to add the model and the year of car purchase, and also intelligently recommend the corresponding accessories. " Mr. Zhang from Hefei, Anhui Province went to a car maintenance shop to repair the car, and the repair was completed quickly, and the process was also comfortable.

  After the vehicle was inspected, Mr. Zhang received an electronic quotation. The required goods and services are each marked with the number and price. The owner can check the inspection status of the vehicle on the mobile phone application. The quotation is consistent with the inspection record, and there is no additional recommendation service, which solves the problems of opaque information and price. Nowadays, more and more consumers choose to carry out automobile maintenance through the "online and offline integration" platform, and the related business volume has achieved rapid growth.

  The digital level of automobile maintenance has improved, and the pace of greening is also accelerating. In a green shared car body panel spraying center in Linping District, Hangzhou, Zhejiang Province, the dust in the dry grinding room was sucked into the integrated bag, and the dust collection efficiency reached 98%.

  "The whole process adopts water-based paint operation, replaces the traditional water milling process with dry grinding process, and is also equipped with compound environmental protection equipment, which can realize the whole process control of waste from source to end." Xiao Youquan, the relevant person in charge of the center, said that some small auto repair shops are prone to environmental pollution due to the lack of professional equipment and personnel, and now the surrounding auto repair shops can come here to share services.

  By the end of 2023, the number of cars in China was 336 million, and the average age of passenger cars has exceeded 6 years, so the demand for maintenance services has increased accordingly. "In 2020, China’s automobile maintenance and repair market will be about 1.42 trillion yuan, and it is estimated that by 2025, the market scale will reach 1.74 trillion yuan." Li Tongmei, Vice Chairman of china automobile dealers association Aftermarket Parts Branch, introduced.

  Li Tongmei believes that the current automobile maintenance service still has the characteristics of "small and weak": on the one hand, standardization and standardized operations need to be strengthened, and the quality and level of maintenance services still have room for improvement; On the other hand, the maintenance service system around new energy vehicles is still in its infancy, and it is necessary to strengthen the technical level and professional talent reserve.

  Different from traditional fuel vehicles, the maintenance of new energy vehicles mainly focuses on "three electricity" systems such as batteries, motors and electronic controls, but there is a big gap in technicians who are proficient in "three electricity" maintenance at present. In view of this realistic demand, some automobile service platforms explore the mode of school-enterprise cooperation and cultivate high-skilled talents.

  In the training base of Guizhou Vocational College of Electronic Technology, students are looking for problems and overhauling the parts of new energy vehicles-this is a practical course of school-enterprise cooperation offered by Tuhu Car Maintenance.

  "We set up new energy automobile classes with vocational colleges, jointly develop courses, build production-education integration bases and practice training bases in Shanghai, Guangdong, Guizhou and other places, and strive to train 1,200 talents in related majors every year, and gradually realize the’ oil and electricity simultaneous repair’ of stores." The person in charge of the new energy vehicle maintenance service market has great potential, and enterprises are actively exploring the provision of tailor-made products and services, and cooperating with new energy vehicle brands to help them provide after-sales service.

  Low cost and high efficiency docking, continuous optimization of parts circulation environment

  There are many automobile brands on sale in China, and there are different types of automobile parts in different years and styles, so there is a great demand for aftermarket parts supply. Promoting the high-quality development of the automotive aftermarket is inseparable from the upgrading of accessories and the improvement of circulation efficiency. In recent years, related enterprises have made some explorations in this regard.

  Small batch and flexible production, more timely response.

  "The axle products of this car are relatively small. We have consulted many companies in China and can’t produce them. Can you provide them?" At 10 o’clock in the morning, the phone of domestic marketing customer service department of Wenzhou Guansheng Auto Parts Group rang.

  "No problem, you send the parameters, and we will organize production immediately." The crisp and neat answer makes the customer very satisfied.

  "At present, Guansheng’s product categories cover most models, which can meet customers’ demand for small batch and multi-variety orders." Chen Xianghua, director of domestic marketing of Guansheng Co., told reporters that such confidence comes from the flexible production line of enterprises.

  Walking into the production workshop, welding equipment and fixture can be quickly switched. Workers can automatically call the corresponding equipment program by selecting the workpiece number on the touch screen, and organize production according to different delivery requirements. "We also use the intelligent scheduling system. For example, after analyzing the data of orders in the next three months, we will gather the products of the same model together for production, shortening the delivery cycle and saving production costs." Chen Xianghua said.

  Full chain, digital docking, and smoother channels.

  Open the Kaisi auto parts platform, and the accessories such as swing arm, headlight and foot glue are all available. It only takes a few seconds to enter the vehicle identification code and the name of the accessories, and the information such as suppliers, quotations, reference price of 4S shop, warranty and so on can be clearly seen.

  "In the past, it was inefficient and error-prone to describe the required spare parts by telephone, WeChat, etc., and it was difficult to trace the source of spare parts. If there was a quality problem, it was more difficult to find a supplier’s warranty. Now through platform integration, parts information and procurement process are more transparent. " Chen Zhongli, head of Ningbo Boxingxing Automobile Service Co., Ltd. said.

  Jiang Yongxing, founder and CEO of Kaisi, introduced that the platform has opened up the whole chain from OEMs, manufacturers, auto parts suppliers, repair shops to vehicles. At present, there are more than 7,000 suppliers providing products and services to 270,000 repair shop users, and the number of service vehicles per month exceeds 3 million. "We have also developed the intelligent identification function of handwritten work orders that are suitable for the maintenance industry, and can recommend procurement plans. Not only that, the big data accumulated by the platform can also be fed back to OEMs and manufacturers in time to help them improve product quality. "

  In terms of optimizing the circulation environment of auto parts, some enterprises aim at the county market and strive to improve the turnover efficiency of auto parts. "New energy vehicles going to the countryside bring a broad space for the development of the automobile industry, but the traditional county maintenance market still has problems such as few chain stores, incomplete product categories and long procurement logistics cycle." Jiao Shiliang, the brand operation director of Guangdong Santou Six-Arm Information Technology Co., Ltd., an auto parts supply chain platform, introduced that in recent years, enterprises have launched the "Let Love Go Home" project to help migrant workers return to their hometowns to open auto parts stores and provide financial support and technical guidance. At the same time, through the combination of online procurement and pre-warehouse, the distribution efficiency has been greatly improved.

  The Guiding Opinions on Promoting the High-quality Development of Automobile Aftermarket jointly issued by the Ministry of Commerce and other nine departments (hereinafter referred to as the Guiding Opinions) proposes to optimize the circulation environment of automobile parts. Actively expand the distribution channels of auto parts, and build a multi-channel and multi-format auto parts distribution network to meet the diversified needs of consumers for auto aftermarket accessories.

  "With the rapid development of the Internet and e-commerce, online channels will become a new hot spot in the automotive aftermarket parts industry, bringing new business models and development opportunities. Automobile after-sales parts enterprises should strengthen the construction of online channels, provide more convenient and high-quality services, and create a transparent, orderly and efficient spare parts circulation environment. " Li Tongmei said.

  Personalized and diversified consumption, the automobile modification market has steadily expanded.

  In recent years, to meet the personalized, diversified and high-quality consumer demand of car owners, the car modification beauty market has steadily expanded.

  "Changing the color change film for the car can not only keep the freshness, but also prevent rubbing and protect the paint." In Hefei Fugui Family Automobile Maintenance Center, Anhui Province, Ms. Huang, the owner of the car, took the color card and chose the color of the color-changing film she liked. Bao Weidong, the owner, told reporters that he has been in this business for more than 20 years. In the past, customers came to the store mainly to repair cars. Now young people have a greater demand for car modification and beauty. Invisible car clothes, color-changing films, anti-ultraviolet and anti-glare functional films are all very popular, and the prices range from several thousand yuan to ten thousand yuan.

  According to the data, car modification and beauty projects such as film pasting, car body color changing and upgrading car audio equipment account for about 85% of the whole automobile reform market. In the first seven months of 2023, the sales of window film, invisible car clothes and color-changing film of TUHU increased by over 40%, over 100% and over 300% respectively.

  Zhang Baoquan, Secretary-General of china automobile dealers association Aftermarket Boutique Service Branch, said that in recent years, with the development of economy and the improvement of living standards, automobile modification, automobile beauty and other related products have been personalized and scene-oriented, and products such as body film, interior decoration, massage and ventilation seats and assisted driving have been recognized by users.

  The Opinions on Further Releasing the Consumption Potential and Promoting the Sustainable Recovery of Consumption issued by the General Office of the State Council proposes to establish and improve the management mechanism of the automobile refitting industry and accelerate the development of the automobile aftermarket.

  "China’s automobile modification market is still in its infancy and has great development potential, but the modified parts and operations have not yet formed a standardized system, and it needs to be further improved in terms of compliance and standardization." Zhang Baoquan believes that it is necessary to further clarify the scope of modification, improve the standard system and upgrade the industrial chain. It is also necessary to strengthen industry supervision, establish unified standards for safety, quality and service of automobile modification, clarify the standards for pre-sale, in-sale and after-sales services, and intensify efforts to promote implementation.

  The Guiding Opinions put forward that "by 2025, the scale of the automotive aftermarket will grow steadily, the market structure will be continuously optimized, and the standardization level will be significantly improved". "Comply with the new trend of automobile consumption and promote technological innovation, model innovation and format innovation, and the products and services in the aftermarket will be more abundant to meet the diversified consumption needs of consumers." Li Tongmei said.

Reporting/feedback

[A comprehensive view of the economic situation in the middle of the year] How to realize the stable and healthy development of the property market

  Since the beginning of this year, affected by many factors, the real estate market in some cities has warmed up, and some cities have shown signs of overheating. Some cities have increased the regulation and supervision of the real estate market due to the city’s policy and precise regulation.

  Experts believe that in the second half of the year, we should continue to adhere to the positioning of "houses are used for living, not for speculation", not regard real estate as a short-term means to stimulate the economy, fully implement the long-term mechanism of stabilizing land prices, housing prices and expectations, and promote the stable and healthy development of the real estate market. What are the problems in the real estate market at present? What areas should the real estate market develop steadily and healthily? In response to these problems, the Economic Daily reporter interviewed relevant experts.

  Continuously standardize market order

  The long-term mechanism of real estate regulation is constantly developing and improving. Liu Hongyu, director of Tsinghua University Real Estate Research Institute, believes that the policy toolbox of real estate market regulation will be enriched continuously. The regulation and control of the real estate market will comprehensively use a series of means such as land, finance, administrative means, finance and taxation to form a joint force and play a role, and continue to adhere to the positioning of "housing and not speculating".

  Regulation by administrative means is still an important link to promote the stable and healthy development of the real estate market. In Liu Hongyu’s view, the main responsibility of local governments in real estate regulation should still be further developed. The relevant person in charge of the Ministry of Housing and Urban-Rural Development said that cities with poor regulation and control and large market fluctuations should be resolutely held accountable.

  Yu Xiaofen, vice president of Zhejiang University of Technology, believes that in addition to implementing the main responsibility of the city government, it is also necessary to play the role of supervision and supervision by the provincial government. There are many prefecture-level cities and county-level cities in China. It is not enough to rely solely on the supervision and monitoring of the Ministry of Housing and Urban-Rural Development. The role of provincial governments should also be brought into play. For example, Zhejiang Province has established a monitoring system for the prices of new commercial housing and second-hand housing in prefecture-level cities and county-level cities, which has played a good role in housing price monitoring.

  In terms of land supply, we will speed up the improvement of the working mechanism of "stabilizing land prices", optimize the rules of land auction, and establish an effective review system for enterprises’ land purchase funds. In this regard, Wang Ruimin, an associate researcher at the Institute of Market Economy of the State Council Development Research Center, believes that the land supply in hot cities, especially the proportion of residential land supply, should be increased to ease the contradiction between supply and demand and guide residents’ expectations. Wang Ruimin suggested that in terms of housing supply structure, we should stick to ordinary commercial housing, form commodity housing with different prices and levels, and meet the housing needs of most groups through market-oriented methods. For cities with insufficient land resources, such as Shenzhen, we can promote the urbanization of housing-related public services in neighboring areas through interconnection with infrastructure in neighboring areas to meet the needs of citizens.

  At the same time, relevant departments will continue to regulate the order of the real estate market, effectively manage intermediaries and other institutions, and resolutely investigate and deal with market chaos. The relevant person in charge of the Ministry of Housing and Urban-Rural Development recently said that it will seriously investigate and deal with illegal acts in real estate development, intermediary, property and leasing, purify the market environment and safeguard the legitimate rights and interests of the people.

  Strictly investigate the illegal entry of credit funds into the market

  The illegal entry of credit funds into the property market has become an important factor for the excessive rise in housing prices and will also gather financial risks. Strengthening the financial management of real estate has become a prominent feature of China’s real estate market regulation. In the second half of the year, real estate regulation will firmly grasp the key of real estate finance.

  For real estate financial management, Dong Ximiao, chief researcher of Zhaolian Finance and part-time researcher of Fudan University Financial Research Institute, believes that to realize the stable and healthy development of the real estate market, finance needs to be clearly positioned, do something different and play its due role appropriately. Financial institutions should strictly implement the regulation policies of the real estate market, especially fully implement the centralized management of real estate loans and the "three lines and four files" financing management requirements of real estate enterprises, curb the blind expansion of real estate enterprises, reduce excessive dependence on financial leverage, and further stabilize the expectations of the real estate market. In the specific work, we should strictly control the risk, comprehensively review the flow of credit funds, and prevent funds from illegally flowing into the real estate market. For real estate enterprises, strengthen the examination and do not provide financing support for unqualified real estate development projects; Do not provide channels or credit guarantees for projects that violate the policies of the real estate industry. For individual users, the operating loans and consumer loans issued need customers to provide proof of use, and strictly prevent the transfer of funds to the real estate market through consumer loans, operating loans, credit card overdrafts, etc.

  At the same time, Dong Ximiao suggested that financial institutions should further implement the principle of "housing without speculation" and increase support and services for the housing rental market. First, we can cooperate with real estate enterprises to turn the houses for sale into long-term rental sources by signing a lease right transfer agreement, and issue rental loans to tenants who meet the corresponding conditions. Second, it can cooperate with local governments to provide corresponding financial innovative products and services in all aspects of housing rental platform transaction matching and credit evaluation. Third, customers can be provided with financing support by credit card installment, and the handling fee is lower than the service fee charged by the third-party rental platform, and there is no need to pay liquidated damages for early repayment. Commercial banks, in particular, can accelerate their entry into the housing rental market, which can not only promote the development of housing rental finance in the direction of scale and specialization, but also facilitate the formation of a long-term mechanism for the stable and healthy development of the real estate market.

  Accelerate the development of affordable rental housing.

  The development of affordable rental housing is conducive to the steady and healthy development of the real estate market. The local government formulates and announces the construction plan of affordable rental housing and expands the supply of affordable rental housing, which can continuously optimize the urban housing supply structure and provide channels for new citizens, young people and other groups to solve the housing difficulties through leasing; It can stabilize market expectations, reasonably release the demand for house purchase, ease the pressure of rising house prices, and provide strong support for the stable and healthy development of the real estate market.

  On July 22nd, the State Council held a meeting to emphasize that the development of affordable rental housing is the key task of housing construction in the 14th Five-Year Plan. It is necessary to grasp the policy focus of affordable rental housing, clarify the target of protection, focus on housing security for new citizens and young people, and give priority to the housing difficulties of new citizens engaged in basic public services. Adhere to the "basic protection", focus on small units, and pay attention to achieving "job-residence balance". According to the principle of "affordability and sustainability", establish a scientific rent pricing mechanism. According to local conditions, focusing on the net inflow of population into cities, we will implement the main responsibility of cities and accelerate the development of affordable rental housing.

  According to the relevant person in charge of the Ministry of Housing and Urban-Rural Development, before the end of October this year, the urban people’s government should determine the objectives and policies and measures for the construction of affordable rental housing in the 14 th Five-Year Plan, formulate an annual construction plan, and announce it to the public. In big cities with many new citizens and young people, high housing prices or rising pressure, during the "Fourteenth Five-Year Plan" period, the proportion of new affordable rental housing in the total supply of new housing should strive to reach more than 30%.

  Regarding the development of affordable rental housing, Yan Rong, president of Shanghai Real Estate Research Institute, believes that local governments should take the initiative to do a good job in housing security for new citizens and young people, and give priority to the people with housing difficulties who are engaged in basic public services among new citizens. In terms of strategy, we should adjust measures to local conditions. The city government can make a real assessment of the housing development in this city, understand and master the real demand of affordable rental housing, and insist on proceeding from reality and adhering to goal orientation and problem orientation. It is necessary to coordinate the departments of land, finance, taxation, finance and other professional institutions such as water and electricity to form a sustainable development mechanism to promote affordable rental housing. (Economic Daily-China Economic Net reporter Yu Shu)

How is the property market in the second half of the year? "Housing without speculation" will remain the main line of policy.

  According to previous years’ practice, analyzing the current economic situation, Politburo meeting of the Chinese Communist Party, which will deploy economic work in the second half of the year, is expected to be held in the near future, and what attitude it will make on the regulation of the property market, or set the tone for the market trend in the second half of the year.

  Some insiders believe that the differentiation characteristics of the domestic real estate market are increasingly obvious, and policy control tends to be strengthened in some areas. It is expected that the policy will adhere to one city and one policy in the third quarter, and some areas may continue to tighten, which will have an inhibitory effect on market transactions in some overpriced cities. Housing enterprises need to flexibly formulate strategies for destocking.

  Five of the seven meetings involved real estate.

  Since July 2017, Politburo meeting of the Chinese Communist Party, with economy as the main topic, has been held seven times. Except for the two meetings on October 31, 2018 and December 13, 2018, the other five meetings made important statements on the real estate market.

  For example, on July 31, 2018, Politburo meeting of the Chinese Communist Party made up his mind to solve the real estate market problem, adhere to the policy of the city, promote the balance between supply and demand, reasonably guide expectations, rectify the market order, and resolutely curb the rise in housing prices. Accelerate the establishment of a long-term mechanism to promote the stable and healthy development of the real estate market.

  The latest one was April 19th, 2019, when Politburo meeting of the Chinese Communist Party demanded that the house be used for living, not for speculation, and that a long-term regulation mechanism of "one city, one policy, one policy according to the city and the main responsibility of the city government" should be implemented.

  This is also the second half of 2018, after failing to mention the real estate content twice in a row, Politburo meeting of the Chinese Communist Party revisited the slogan of "housing and not speculating". In the industry’s view, this move is also expected.

  In the first quarter of 2019, due to the expectation of policy relaxation, the actual easing of funds and the actual downward trend of credit interest rates, the real estate market showed a warming state, and the property market "Xiaoyangchun" started to increase, and the wave of land grabbing in hot cities resumed.

  In this context, Politburo meeting of the Chinese Communist Party once again mentioned that housing is not speculation, which shows that he is paying close attention to the warming of hot cities’ markets, breaking the previous expectation that hot cities will relax restrictions on purchases and loans, and also to prevent risks such as rising prices in the real estate market.

  After Politburo meeting of the Chinese Communist Party set the tone of property market regulation in April this year, the regulation policies of subsequent ministries and local governments followed.

  Zhang Dawei, chief analyst of Zhongyuan Real Estate, said that in the first half of 2019, the national real estate regulation and control policies reached 251 times, up 31% year-on-year compared with 192 times in the first half of 2018.

  "Real estate regulation and control policies have shown a significant tightening trend since mid-April. In the past two months, real estate has been regulated for nearly 100 times, and the density is at the highest stage in history. " Zhang Dawei said.

  On the day of Politburo meeting of the Chinese Communist Party (April 19th), according to the requirements of monthly analysis, quarterly evaluation and annual assessment determined by the scheme of long-term real estate mechanism, the Ministry of Housing and Urban-Rural Development gave early warning tips to six cities with large fluctuations in house prices and land prices in the first quarter of 2019.

  One month later, on May 18th, in order to further implement the main responsibility of the real estate market in regulating cities, the Ministry of Housing and Urban-Rural Development gave early warning tips to Foshan, Suzhou, Dalian and Nanning, four cities where the price index of newly-built commercial housing and second-hand housing has increased greatly in recent three months.

  The Ministry of Housing and Urban-Rural Development requires all localities to resolutely implement the decision-making arrangements of the CPC Central Committee and the State Council, always adhere to the positioning that houses are used for living, not for speculation, further strengthen market monitoring and analysis, solve problems in market operation in time, and earnestly implement the requirements of stabilizing land prices, housing prices and expectations to ensure the stable and healthy development of the real estate market.

  Suzhou, which was warned by the "yellow card" of the Ministry of Housing and Urban-Rural Development, upgraded its real estate control measures twice in a row on May 11th and July 24th this year.

  Why should Suzhou continuously upgrade its regulation? The Supplementary Opinions on Further Promoting the Sustainable and Healthy Development of the City’s Real Estate Market issued by Suzhou Municipal People’s Government emphasizes that the regulation and upgrading of the property market is based on "persistence &rsquo; A house is for living, not for speculation &rsquo; Positioning, the implementation of stable land prices, stable housing prices, stable expectations, curb speculative real estate speculation, and reasonably guide market expectations.

  The one-day tour of Kaifeng property market policy sends a signal to the outside world that regulation will not be relaxed easily. On July 19th, Kaifeng Housing and Urban-Rural Development Bureau issued a document to adjust the property market sales restriction policy, which was considered as a loose regulation implemented by third-and fourth-tier cities due to the downturn of the property market. However, one day later, Kaifeng Housing and Urban-Rural Development Bureau itself announced the cancellation of the document.

  On July 20th, Kaifeng Housing and Urban-Rural Development Bureau said that due to its decision to "adjust the trading time limit of newly purchased commercial housing and cancel the filing restrictions", it did not conduct sufficient market research and demonstration, and lacked sufficient pre-judgment and evaluation of the possible market impact, so it revoked this decision and withdrew the relevant letter.

  Suzhou’s upgrading regulation and one-day tour of Kaifeng’s loosening policy have different measures, but the logic behind them tends to be the same: the current property market regulation is easy to tighten but difficult to loosen.

  Yan Yuejin, research director of the think tank center of Yiju Research Institute, said that Suzhou’s policy overweight is similar to Kaifeng’s policy of loosening restrictions on sales, that is, housing and not speculating is the policy logic in the second half of this year, and there is no possibility of relaxation. Relevant market participants must fully realize the importance of stabilizing the market at present. The introduction of similar policies has also formed good conditions for the subsequent control of investment speculative demand and stable expectations.

  In the second half of the year, housing enterprises will reduce prices and promote sales?

  The fluctuation of the real estate market in China is closely related to the policy adjustment, and it also provides a basis for the next policy adjustment.

  Guo Shiying, an analyst at Zhuge Housing Search Data Research Center, told CBN that if we want to predict the follow-up policy direction, we should first pay attention to the changes in the two major indicators of real estate prices and transaction volume. "Stabilizing land prices, stabilizing housing prices and stabilizing expectations" will still be the main tone of regulation.

  Statistics from the National Bureau of Statistics show that from January to June, the sales area of commercial housing nationwide was 757.86 million square meters, down 1.8% year-on-year, and the decline rate was 0.2 percentage points higher than that in January to May. Among them, the residential sales area decreased by 1.0%. The sales volume of commercial housing was 7,069.8 billion yuan, up by 5.6%, and the growth rate dropped by 0.5 percentage point.

Source: National Bureau of Statistics

  In 2018, the national sales area of commercial housing exceeded 1.7 billion square meters, a record high. Even though the sales area in the first half of 2019 decreased by 1.8% year-on-year, the total volume was still at a high level in recent years.

  On July 15th, Mao Shengyong, director and spokesperson of the National Statistics Department of the National Bureau of Statistics, said at the press conference of the State Council Office that the current real estate market is generally stable in terms of housing price, real estate investment, real estate sales, construction area and land transaction. From the next stage, on the one hand, urbanization is still advancing, and there is still a need for improvement, which is a support. On the other hand, the concept of "housing without speculation" is more and more deeply rooted in people’s hearts, emphasizing "policy based on the city" and emphasizing the main responsibility of the city government. These two factors are combined, and it is possible to stabilize land prices, house prices and expectations in the real estate market in the next stage.

  Yan Yuejin said that the first half of this year is an important stage to actively implement the policy of "stabilizing housing prices and stabilizing expectations", and the phenomenon of high housing prices in some cities has also been well curbed. Of course, in the actual process, some supporting houses such as well-occupied school districts still have speculation, and some sales that seem to have reduced prices also have illegal charges. Similar situations require continued strengthening of house price control, especially in the third quarter of this year. The policy is further tightened. For related housing enterprises, they may take the initiative to reduce prices and promote sales in the third quarter.

  He believes that the policy in the third quarter is mainly tight, which may also have an inhibitory effect on market transactions. Judging from this, the possibility of rising residential inventory will increase, and some housing enterprises also need to flexibly formulate strategies for destocking.

  Although the overall sales decline has narrowed, which is close to the same period last year, the regional differences in the domestic real estate market have gradually increased. From the sales area of commercial housing, the local property market is uneven, with some doubling (Beijing) and some falling by more than 50% (Hainan).

  According to the data provided by Zhuge’s housing search, from the perspective of the new housing market, cities at all levels have different performances, with the first line rebounding, the second line stabilizing and the third and fourth lines cooling down. In the first half of 2019, the total transaction volume of commercial housing in three first-tier cities in Beishang and Shenzhen was about 12.54 million square meters, a year-on-year increase of 43.89%. The transaction area of second-tier representative cities was about 114.1 million square meters, up 0.71% year-on-year, and the overall transaction scale remained stable. The transaction area of the third-tier representative cities in the first half of the year was about 55.77 million square meters, down 16.07% year-on-year, and the year-on-year decline was the most significant among all cities.

  In addition to the decline in transactions, the current decline in the real estate market in third-and fourth-tier cities is also reflected in the reduction of land transfer. For some third-and fourth-tier cities that rely heavily on land transfer, the pressure to develop the economy is increasing, and the impulse to adjust the property market regulation policy may become stronger.

  Guo Shiying said that although the central government has always emphasized "one city, one policy, one policy for each city", the local dominance and the regulation direction of local cities have always been guided by the central goal. Under the guidance of the central goal, cities can fine-tune the current urban policies in order to stabilize the development of the real estate market. As for the types and degrees of policy adjustments, they need to be determined according to the development characteristics of current cities.