今日视点：房地产构建新模式 关键是配置好“人房地钱”

Core Insights - The article emphasizes the need for a new development model in the real estate sector to promote high-quality growth, as outlined in the Central Committee's recommendations for the 15th Five-Year Plan [1] Supply Side - The supply side should focus on optimizing the provision of affordable housing, implementing city-specific policies to increase the supply of improved housing, and revitalizing inefficient and existing land [1][2] - Specific measures include enhancing the construction of affordable housing and adopting flexible supply methods, such as "purchase instead of construction" and "housing vouchers" [1] Development Side - The development side should prioritize urban connotation development and actively implement urban renewal to create safe, comfortable, green, and smart housing [3] - The urban renewal market is projected to exceed 8.6 trillion yuan by 2025 and is expected to reach 10 trillion yuan by 2030, indicating a significant market opportunity [3] Financing Side - The financing side must optimize the industry’s balance sheets and innovate financing tools to meet reasonable financing needs of enterprises [3][4] - There is a call for the continuation of real estate investment trusts (REITs) and encouraging mergers and acquisitions to optimize industry structure [4] Sales Side - The sales strategy should incorporate both pre-sale and current housing sales while eliminating unreasonable restrictive measures on housing consumption [5][6] - The focus should be on ensuring the rights of homebuyers through regulated pre-sale fund supervision and addressing hidden restrictive measures to enhance resource flow [6]