Singing about new energy on the front foot, and making three predictions to be bearish on real estate, but turned around and bought a house? Ren Zeping was exposed to the Suzhou lottery to buy a house and “buy” on Weibo’s hot search list.
On the afternoon of June 30, Ren Zeping was exposed to the topic of buying a house in the Suzhou lottery that suddenly became popular on social platforms, during which he was ranked 12th on Weibo’s hot search list. The real estate it has subscribed for is “Vanke Yihe Linglong Garden” in Suzhou Industrial Park, which belongs to the talented people’s purchase of houses. Recently, it has also attracted widespread attention because it has hit a new low of 4.3% in the lottery winning rate of new houses.
In the “Suzhou Industrial Park Planning and Construction” official WeChat public account “Yihe Linglong Garden” project, the list of qualified housing applicants for review, the reporter did retrieve Ren Zeping’s name, and a total of 461 people entered the review list of applicants, whose ID numbers begin with Ren Zeping, who is “370402”, is also listed.
Ren Zeping was identified as buying a house in Suzhou based on three main reasons: firstly, the above-mentioned developer’s public recognition form showed Ren Zeping’s name on the list; secondly, his ID number started with “370402”, and the corresponding area was Zaozhuang, Shandong Province. In Shizhong District, Ren Zeping also happens to be from Mengzhuang Town, Central District, Zaozhuang City, and he studied in Zaozhuang No. Securities “Chief Economist” post.
Buying a house and subscribing is a normal transaction, and there is no need to over-interpret it, but as a public figure, his words and deeds will inevitably be watched and interpreted. Just in June, Ren Zeping declared at a new energy vehicle event: “New energy-related industries are the most promising and explosive areas of China’s economy in the future. In the long run, not investing in new energy is like 20 years ago. I didn’t buy a house.” Later, he also expressed similar views on his personal Weibo.
Comparing the two, some netizens not only ridiculed that “one thing is said in the mouth, but another in reality”, but also some questioned that this is “developer hype, and the superposition of the two hot spots of celebrities and buying a house will also attract other buyers to bid.” As of press time, #renzeping was exposed to buy a house in a lottery in Suzhou# The number of views on the Weibo topic has exceeded 34 million, but he has not made relevant statements or clarifications.
Sing short on real estate and turn bullish on new energy
In addition to his well-known experience as the chief economist of Evergrande Group from 2017 to 2021, Ren Zeping has also received a lot of attention in recent years for his research and judgments on real estate.
As a researcher in the macro field, Ren Zeping has been paying attention to the real estate market for a long time since he served as a sell-side analyst. The most well-known view is the analytical framework of “real estate looks at population in the long run, land in the medium term, and finance in the short run”. Put forward the representative view of “double the first-line house price, the economy is L-shaped”.
From 2022, Ren Zeping changed his optimism about the real estate market in the past, and turned to be more optimistic about new energy, and asserted that “be optimistic from today, and not investing in new energy now is like not buying a house 20 years ago.” Three of the top ten predictions about the Chinese economy published recently are related to real estate:
The third prediction mentioned that “China’s economic structure will undergo historic changes. New infrastructure, new energy, digital economy, high-end manufacturing will replace real estate, and old infrastructure will become the new engine of the economy. New infrastructure 2.0 will lead the fourth industry. Revolution brings infinite new opportunities.”
The fifth prophecy claims that “the era of real estate, old infrastructure and other industries has passed, the epidemic has accelerated the online, digital and intelligent economy, and the future is the era of new infrastructure, new energy, digital economy, etc.”.
The seventh prediction mentioned that “real estate has entered the era of stock, regional differentiation will become increasingly obvious, the industry is facing reshuffle, and the transformation of land finance to real estate tax is the general trend.”
It is worth noting that on June 29, Ren Zeping even sang a lot of rumors about the real estate market on his personal Weibo, saying, “In the next 10 years, housing prices in first- and second-tier cities in China will double, and housing prices in third- and fourth-tier cities will double. “Three times” is a fabricated and rumored remark by a self-media, which is not my own opinion. This point of view is obviously contradictory to its long-standing “urban agglomeration strategy” and “recommendation of linking people with land”, and claims that it will use the weapon of law to defend rights.
This year’s high-profile transformation emotional blogger
In addition to buying a house in a lottery in Suzhou, Ren Zeping has received the most attention this year than the previous high-profile transformation of emotional bloggers. In April of this year, Ren Zeping, who resigned as the specially invited chief economist of Soochow Securities, spoke on Weibo, ridiculing himself as a “transformed emotional blogger and chicken soup writer”. Previously, after the China Securities Association “red light” on the identity of the “non-staff” chief economist, Ren Zeping and Liu Yuhui and other securities firm “non-staff” chiefs have left one after another.
At present, Ren Zeping has more than 3.74 million followers on Weibo. Since the official announcement of the transformation, he has both an economist and an emotional blogger. On the one hand, he continues to carry out macroeconomic research such as population situation and industry, and on the other hand Started to study chicken soup-style emotional literature, such as “happiness is to find a warm person to live a lifetime” “true happiness does not depend on the outside, but comes from inner peace”, some netizens named “the founder of Chinese emotional economics” as it coronation.
In response to the doubts of the transformed emotional blogger, Ren Zeping also responded, saying that his job is still professional macroeconomics and financial and financial research. , instead of fragmented noise, “on the basis of professionalism, rationality and constructiveness, add some warmth, feelings and humanistic care”.
It is worth noting that Ren Zeping is also trying to create labels for people such as “fitness mania” and “self-discipline” on Weibo, as well as trying to enter the field of knowledge payment, bringing goods for his personal asset allocation courses and annual members.
Interestingly, after the transformation, Ren Zeping did not forget to call on several other internet celebrity economists to join the list of emotional bloggers, including @吴晓波, @guanqingyou, @刘RUN, @Qin Shuo, but among them only economics Guan Qingyou and the founder of Runmi Consulting, Liu Run, responded. Guan Qingyou said that he had made up his mind to transform into a math blogger; while Liu Run teased, avoiding his edge and trying to transform into a singing and dancing blogger.
On May 13, Liu Run posted a live chat with Ren Zeping on his personal account, which also attracted attention. Within an hour after the article was published, the number of views exceeded 20,000.
some of,Ren Zeping talked about the mental journey of turning into an emotional blogger. He used to be the editorial director of the school magazine when he was in school, but now he sighs: “Now that I am old and sentimental, I want to get back to my old job and do something warm. things. Bringing a little warmth to the macro economy.”
Talking about the big cycle, Liu and Ren concluded that the most advanced choice is to follow the trend; talking about economic transformation, from the original high-speed development to the present intensive cultivation, but from high-speed growth to high-quality growth is the key; talking about basic skills, in addition to Paying attention to the evolution of the individual also requires mesoscopic eyes to see structural changes;
Talking about structural opportunities, Ren Zeping once again mentioned looking at new energy and new infrastructure. At the end of the article, I don’t forget the chicken soup-style title that “the world will eventually belong to rational optimists.”
On the evening of June 26, in the dialogue with Yu Minhong, Ren Zeping publicly denied that he joined Evergrande with an annual salary of 15 million, and revealed the real reason for leaving Evergrande. Ren Zeping said that during the period, he made suggestions such as reducing debt and leverage, and opposing excessive diversification. Although it did not play a big role, he did not regret it. It is just a pity that Evergrande did not listen to the warning and advice.
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