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好房子面积“野蛮增长”或将告一段落
3 6 Ke·2025-08-27 02:58

Core Viewpoint - The tightening of planning approval standards is impacting the real estate market, particularly affecting the trend of high usable area and high gift area in housing projects, leading to concerns within the industry [1][3]. Group 1: Planning Approval Changes - Multiple regions are experiencing stricter planning approval standards, with projects facing multiple revisions before approval, indicating a trend towards reduced "gift space" in new housing developments [2][3]. - Cities like Chengdu and Guangzhou have already implemented regulations to limit the increase of usable area through design modifications, aiming to standardize housing planning and construction quality [3][4]. Group 2: Market Dynamics - The relationship between planning approval and fiscal revenue is crucial, as local governments may relax planning standards to boost land sales, which are vital for local finances [5][6]. - The shift towards new housing products with larger usable areas has led to the rapid obsolescence of older housing products, creating pressure to lower prices in the secondary market [6][7]. Group 3: Housing Demand and Market Expectations - The evolution from "having a house" to "living in a good house" reflects changing consumer expectations, where space is a fundamental but not the only criterion for quality housing [8][9]. - The visibility of area factors may skew market expectations regarding future planning approvals, potentially leading to a wait-and-see attitude among buyers, which could hinder market recovery [8][9]. Group 4: Long-term Implications - Addressing the relationships between planning approval, housing demand, and market expectations is essential for maintaining market order and stability, which ultimately affects developers' cash flow and land market dynamics [9]. - The focus should shift towards enhancing construction quality and optimizing planning design to improve living standards, aligning with the original intent of the "good housing" initiative [9].