克而瑞丁祖昱：存量住房中符合“好房子”标准的不足5% 未来每年改善需求可达7—10亿平米

Core Insights - The real estate industry has shifted from scale competition to product competitiveness since the second half of 2023, with the "Good House" policy from the Ministry of Housing and Urban-Rural Development in 2025 being a key opportunity for future development [1] - Currently, less than 5% of existing housing meets the "Good House" standards, with an annual demand for housing improvement projected to reach between 700 million to 1 billion square meters, indicating a significant growth potential for the industry [1] - The integration of technology is expected to lead to a qualitative leap in smart housing by 2025, enhancing living quality through various innovations such as "Five Constants+" living experiences, full-scene smart home systems, and intelligent community management [1] - With current housing prices at a low point and product standards at a historical high, it is considered an optimal time for buying or upgrading homes, with expectations for the next five years to be recognized as the "Product Year" for Chinese real estate [1]