从“住有所居”到“住有优居” 工业化内装成城市更新新引擎

Core Insights - The concept of "good housing" is being redefined in China as the Ministry of Housing and Urban-Rural Development implements the national standard "Housing Project Specifications" [1] - The transition from "incremental expansion" to "stock quality improvement" in urban construction emphasizes the renovation of old neighborhoods and quality housing [3] - Industrialized interior decoration is emerging as a key solution to upgrade old houses into "good houses," driven by market demand and technological innovation [1][4] Industry Trends - The industrialized interior decoration market is gaining momentum as it addresses the inefficiencies and environmental shortcomings of traditional renovation methods [3][4] - The implementation of national standards and policies promoting green development and building industrialization is propelling the growth of industrialized interior decoration [5] - The market for old housing renovations is projected to exceed 1.2 trillion yuan by 2025, with over 40% of urban housing stock being old neighborhoods built before 2000 [6] Consumer Demand - Consumers are shifting their expectations from merely having a place to live to seeking quality living environments, with a focus on improved sound insulation, thermal performance, and reduced disruption during renovations [5][6] - The demand for industrialized interior decoration is driven by the need for efficient, high-quality, and environmentally friendly renovation solutions [7] Competitive Landscape - The industrialized interior decoration sector is expected to see increased competition, leading to resource integration and optimization within the industry [8] - Companies like Huazhu Home are heavily investing in industrialized interior decoration, establishing subsidiaries to enhance production efficiency and reduce reliance on manual labor [4][7] - The collaboration among upstream and downstream enterprises in the industrialized interior decoration supply chain is expected to strengthen, forming a comprehensive ecosystem that includes design, production, construction, and operation [8]