恒大只是冰山一角:谁才是中国房地产泡沫背后的真正“吸血鬼”?

社会深度镜 December 17, 2025
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为什么中国房地产被称为“世界史上最大泡沫”?一个市值高达数十万亿美元、超过美国、欧盟、日本GDP总和的超级资产市场,是如何在短短二十年内,从经济增长的奇迹,演变成全球性的系统性风险源? 本期纪录片深入剖析中国房地产市场的兴衰。我们将揭示: • 泡沫的起源与驱动力: 住房商品化和“土地财政”机制如何将房地产推升为中国经济的核心引擎,并成为国民财富的绝对支柱。 • 泡沫的表征与真相: 惊人的房价收入比、高企的空置率,以及遍布全国的“鬼城”现象,直观展示了价格与实际需求的严重脱节。 • 危机的引爆点: 政策层面的“三条红线”如何切断了大型房企的生命线,导致恒大等巨头相继债务违约,并引发了“烂尾楼”和“停贷潮”等一系列社会金融危机。 • 历史的对比与推演: 对比日本九十年代和美国次贷危机,我们分析中国房地产硬着陆对家庭财富、地方财政乃至全球供应链将造成多大的冲击。 了解这场正在进行的经济清算,就是了解世界第二大经济体的未来走向。 点赞并订阅,获取更多深度经济分析。 #中国房地产 #经济泡沫 #恒大危机 #土地财政 #中国经济 #世界史上最大泡沫 Kevin MacLeod的Martian Cowboy根据知识共享署名 4.0许可授权用户使用。 https://creativecommons.org/licenses/by/4.0/ 来源: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100349 音乐人: http://incompetech.com/

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