住建部释放重磅信号：全国50亿平方米新房落地 “好房子”、城市更新依然是未来建设重点

Core Viewpoint - China's urbanization is transitioning from rapid growth to stable development, focusing on improving existing urban areas rather than large-scale expansion [1][2] Group 1: Housing Development Achievements - During the 14th Five-Year Plan period, approximately 5 billion square meters of new residential properties were sold nationwide, and over 11 million units of various types of affordable housing were constructed, benefiting more than 30 million people [1][2] - A total of 2,387 urban village renovation projects were implemented, with 175,000 units of dilapidated urban housing initiated for renovation, and over 240,000 old urban communities and more than 6,500 old street blocks were upgraded [2][3] Group 2: Financial Support and Policy Implementation - In the first nine months of 2025, approximately 640 billion yuan of new local special bonds related to affordable housing and urban renewal were issued, representing a year-on-year increase of 89% [2] - Local governments, including Shenzhen and Shanghai, have begun to implement urban renewal policies and encourage property owners to participate in self-renovation projects [2][3] Group 3: Market Trends and Housing Quality - The market is shifting from new housing development to the operation of existing housing, with 15 provinces seeing higher transaction volumes in second-hand homes compared to new homes [3][6] - The Ministry of Housing and Urban-Rural Development has emphasized the importance of "good housing" construction, focusing on standards, design, materials, construction, and maintenance [4][5] Group 4: Future Directions and Policy Enhancements - The emphasis on urban renewal and the construction of "good housing" indicates a strategic shift in the real estate sector, aiming to improve living standards and ensure quality housing for the populace [7] - The Ministry is exploring systematic upgrades for existing homes to meet modern living standards, focusing on safety, energy efficiency, and digital transformation [6][7]