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重磅会议定调!这样的房子更不友好了
Sou Hu Cai Jing·2025-08-01 05:05

Core Viewpoint - The article emphasizes the importance of high-quality urban renewal in the real estate market, indicating a shift towards improving living standards and addressing urban issues rather than merely increasing housing supply [2][3][9]. Urban Renewal Direction - The recent central urban work conference highlighted the need for high-quality urban renewal, focusing on creating livable, resilient, and smart cities to address urban problems affecting people's quality of life [3][4]. - The emphasis is on not just large-scale demolition and construction but on enhancing the quality of urban living environments [3][4]. Market Implications - The push for high-quality urban renewal is expected to lead to the introduction of smarter, greener, and more advanced housing options in the market [6][10]. - A significant decrease in land use density has been observed across various cities, suggesting a future trend towards low-density housing products [7]. - Developers are likely to incorporate higher-quality amenities and designs previously associated with luxury properties into new developments [8][9]. Future Market Changes - As new high-quality homes emerge, older high-density second-hand properties may become relatively cheaper, potentially shifting buyer expectations towards lower-priced second-hand markets [11][12]. - The transition to a more quality-focused market will take time and will vary by city [13]. Specific Case Analysis - In Shenzhen, new high-density developments, particularly from urban renewal projects, are facing challenges due to high construction costs and regulatory hurdles, resulting in high floor area ratios [15][16]. - For instance, the "Happiness City" project in Longhua has a floor area ratio of 8.79, which may struggle against lower-density competitors in the future [16][23]. - Nearby low-density land parcels are expected to attract buyers seeking better living conditions, which could impact the sales of high-density projects like Happiness City [23][25].