在信息爆炸的时代，购房决策成了众多购房者面临的难题。58安居客研究院院长张波对此深有感触，每次政策出台或土地拍卖，他的咨询电话便响个不 停。如今，面对购房咨询，他愈发谨慎。 58同城国内业务总裁李子健 58同城国内业务总裁李子健表示：当前中国房地产市场呈现企稳筑底回稳态势，行业向更健康的趋势发展。这一判断不仅源于市场大环境，还体现在行业 从业者的数据上，从58同城、安居客平台数据来看，今年全国房产经纪人从业者数量以及从事房地产行业的新增企业数较去年均明显增长，市场乐观情绪 渐显。 ━━━━ 政策与市场双轮驱动 好房子标准逐渐明晰 在房地产市场调控政策持续深化的背景下，"好房子"概念正从模糊走向清晰。从中央到地方，一系列政策出台为"好房子"建设指明方向。58安居客研究院 在交流会上深入剖析政策相时指出，"好房子"标准不仅涵盖安全、舒适、绿色、智慧等基本要素，还延伸至好小区、好社区、好城区的系统化打造，形 成"全盘大棋"。 5月1日正式施行的国家标准《住宅项目规范》，更是将公众对"好房子"的关注推向高潮。住房城乡建设部标准定额司司长姚天玮在6月5日新闻发布会上表 示，该规范实现了对原有标准的继承与创新提升，技术要 ...

"好房子"已成当前民生领域热门话题。今年的政府工作报告明确提出，适应人民群众高品质居住需要， 完善标准规范，推动建设安全、舒适、绿色、智慧的"好房子"。 随着5月份房地产市场进入传统淡季，部分城市楼市交易活跃度小幅下滑。但业内人士指出，与去年相 比，在"好房子"等产品升级、政策支持的提振下，房地产市场乐观情绪渐显。 58同城国内业务总裁李子健日前在一场媒体交流会上表示，当前中国房地产市场呈现企稳筑底回稳态 势。这一判断不仅源于市场大环境，还体现在行业从业者的数据上，从58同城、安居客平台数据来看， 今年全国房产经纪人从业者数量以及从事房地产行业的新增企业数较去年均明显增长，市场乐观情绪渐 显。 6月5日，北京，58同城国内业务总裁李子健在一场媒体分享会上发言。(58同城供图) 58安居客研究院院长张波认为，在市场亟需新动能驱动的背景下，"好房子"为房地产行业发展提供了新 思路。他表示，好房子将推动房企从产品提供者向服务提供者转型，包括为项目提供全生命周期管理， 更好实现智慧社区运营、物业增值服务，来提升长期收益；同时，也更好瞄准产业人口住房需求，来开 发职住平衡社区；更好嵌入智能安防、能源管理等系统，实现科技 ...

Group 1: Market Overview - The Chinese real estate market is experiencing a slow recovery, with the top 100 real estate companies' sales declining by 10.8% year-on-year from January to May 2025 [1] - Vanke ranked seventh in sales with a total of 57.04 billion yuan, maintaining a stable performance amidst market challenges [1] Group 2: Vanke's Performance - Vanke launched 10 new projects from January to May, achieving significant sales success in various locations, including Wenzhou and Chengdu [1] - The Wenzhou project sold out 179 units, setting a record for the number of units sold in the first launch in five years [1] - The Chengdu project achieved the highest number of units sold and sales amount in its area [1] Group 3: Innovative Community Development - Vanke's Guangzhou project, Ideal Huadi, covers approximately 1 square kilometer and integrates various amenities, achieving 161 unit sales worth 775 million yuan, making it the top-selling project in the first quarter of 2025 [2] - The project emphasizes community engagement and lifestyle integration, enhancing the perception of quality housing [2][4] Group 4: Product and Service Innovation - Vanke focuses on transforming living experiences from merely "sufficient" to "high-quality" by introducing functional community spaces [5] - The Chengdu project incorporates innovative features like a 24-hour study room and social gathering spaces, enhancing community interaction [5] Group 5: Speed and Credibility in Delivery - Vanke has improved its delivery speed, exemplified by the Hangzhou project, which opened just 99 days after land acquisition, setting a new record [8] - The company has also enhanced the quality of its delivery process, ensuring that projects meet high standards before handover [10] Group 6: Community Engagement and Operations - Vanke is advancing its community operations to ensure high-quality living post-delivery, as seen in the Changzhou project, which offers diverse amenities for different age groups [12] - The Guangzhou Huangpu New Town project has successfully engaged the community through various events, maintaining its position as a top seller [15] Group 7: Customer Acquisition Strategies - Vanke is innovating its customer acquisition strategies through new media, achieving 21% of total sales from self-generated traffic from January to May [16] - The company has a strong referral system, with over 20% of sales coming from customer recommendations, highlighting the effectiveness of community engagement [16]

智通财经APP获悉，申万宏源发布研报称，我国一二手房总成交已稳、并已持续稳定近3年，预示房地 产筑底在望，但量价并未如期进入正向循环，又意味着房地产磨底未竟，因而预计后续仍有必要加大政 策支持力度，并预计"止跌回稳"仍将是政策主基调，修复居民资产负债表是关键，后续政策也将进一步 发力，包括：房贷降息、加量好房子、优化收储、推进城改等，同时新发展模式在持续探索下已逐步成 型，其中好房子政策将开辟新发展赛道，将助力优质房企率先进入底部拐点时刻，推动经营模式由金融 业转向制造业，从而迎接PB-ROE的向上突破。该行维持房地产及物管"看好"评级。 申万宏源主要观点如下： 基本面回顾：一二手房成交总量已稳，量价循环需激活置换链 2021年以来我国楼市经历了持续走弱，但2022年起二手房成交就已开始改善、并持续跑赢新房市场，同 期二手房渗透率实现大幅提升，二手房成交改善对冲了新房下行，当前数据显示一二手房市场总成交已 经处于稳定区间、并已持续稳定近3年。当前问题关键不在于量、而更在于价，虽然近期二手房成交量 仍然活跃，但价格却仍处于走弱趋势，其中挂牌价显著弱于成交价，量价并没有如以往周期进入正向循 环，这主要源于居民资产 ...

"'好房子'要有好标准。"6月5日，在住房和城乡建设部举行的例行新闻发布会上，住建部标准定额司司 长姚天玮表示，需要通过完善标准体系，全面提高设计、材料、建造、设备以及无障碍、适老化、智能 化等方面的标准，来引领和支撑"好房子"建设。 今年3月，住建部发布了国家标准《住宅项目规范》(以下简称《规范》)，并于5月1日起施行。目前， 该标准已实施了1个多月。姚天玮表示，《规范》实现了对现行相关标准的继承和创新提升，是对"好房 子"建设的底线要求，将对推进"好房子"建设起到有力的引领和支撑作用。 "建'好房子'不等同于建'大房子''贵房子'，而是要通过好的设计、好的材料、好的施工、好的服务等， 解决居住中的痛点问题，全面提升住房品质。不同地区、不同面积、不同价位都应当有不同的'好房 子'。"姚天玮说。 老百姓买房子，关注的首要问题就是安全。 作为《规范》编制组专家，中国建筑科学研究院有限公司教授级高级工程师王清勤表示，"保障安全"是 住宅项目的基本要求和首要目标。在编制该国家标准时，编制组主要考虑了结构和抗震安全、防火安 全、用电安全、燃气安全、防高空坠落、应急安全6方面安全，全方位筑牢住宅安全防线，让大家住得 安 ...

Core Viewpoint - The implementation of the national standard "Residential Project Specification" aims to enhance the safety, health, and comfort of residential buildings, establishing a baseline for the construction of "good houses" in China [1][2]. Group 1: Safety Requirements - The basic requirement for residential projects is to ensure safety, with structural safety levels not lower than Grade II and mandatory seismic design [2]. - The specification addresses six safety aspects: structural and seismic safety, fire safety, electrical safety, gas safety, fall prevention, and emergency safety [2]. - Communication signal coverage is mandated in areas like underground parking and elevator cabins to ensure safety in emergencies [2]. Group 2: Health and Comfort Enhancements - The specification raises the minimum ceiling height for new residential buildings to 3.0 meters, an increase of 20 centimeters from previous standards, improving spatial comfort and natural light [3]. - Each residential unit must have at least one bedroom or living room that meets sunlight standards, ensuring adequate daylight exposure for residents [3]. - Noise control measures are included, with limits on equipment noise and improved sound insulation requirements for walls, windows, and floors [3]. Group 3: Accessibility for All Ages - The specification incorporates the "age-friendly" concept, requiring the establishment of activity areas for the elderly and ensuring barrier-free access in residential communities [4]. - Specific design requirements include a maximum door threshold height of 1.5 centimeters for elderly accessibility and designated children's play areas within residential complexes [4]. - The implementation of these standards will be supported by the Ministry of Housing and Urban-Rural Development, which will guide local standards and encourage further refinement based on regional conditions [4].

Core Insights - The real estate market in Beijing is stabilizing, leading to increased enthusiasm among developers for land acquisition, with a total of 130.6 billion yuan spent on four land parcels on June 5 [1][6] - The land parcels acquired are spread across three districts: Haidian, Shijingshan, and Changping, indicating a shift in spatial distribution compared to previous acquisitions [1] - The joint venture led by Beike, along with other developers, has been particularly active in the Beijing market, acquiring a significant parcel in Changping [4][5] Group 1: Developer Activities - Beike, in collaboration with Yuexiu, Beijing Urban Construction, and Future Science City, acquired a land parcel in Changping for 23.95 billion yuan, covering approximately 3.07 hectares with a total construction area of 79,900 square meters [4] - The recent land acquisition by Beike is part of a broader strategy to establish a comprehensive platform in the real estate sector, integrating various business lines including second-hand and new housing [5] - The China State Construction Group (CSCG) emerged as a major player in the land auction, with its subsidiaries acquiring land worth 73.01 billion yuan, accounting for 70.47% of the total land acquisition amount [6] Group 2: Market Dynamics - The successful auction of four land parcels, totaling over 100 billion yuan, reflects a resurgence of confidence among developers in the Beijing new housing market, with new home sales in May increasing by 14.7% month-on-month and 22.1% year-on-year [9] - The competitive landscape for new housing projects is intensifying, with developers focusing on product quality and features that appeal to buyers, such as higher usable space and enhanced amenities [10] - The trend towards higher standards in new housing projects is expected to stimulate market demand, as developers enhance their offerings to provide better value and experience for buyers [10]

Core Insights - The concept of "good housing" is gaining traction, with the government emphasizing quality upgrades and green transformation in housing as part of its 2025 work report [1] - The emergence of the "fourth generation residential" model is closely linked to policy direction, aiming for low plot ratio, high usable area, and larger unit types to meet improvement demands [1][4] - New regulations have increased the minimum ceiling height for residential buildings from 2.8 meters to 3.0 meters, enhancing spatial comfort [1] Policy Implementation - Over 50 cities, including Beijing, Chongqing, and Xi'an, have introduced supportive policies for new housing projects, such as excluding certain areas from plot ratio calculations [2] - In Beijing, many projects feature 6-meter high ceilings and standard terraces of 20-30 square meters, achieving usable rates above 90% [2] - Chongqing has popularized vertical greening systems and designs that improve air quality, with some projects achieving a PM2.5 filtration efficiency of 35% [2] Market Performance - Research indicates that the supply of fourth-generation residential projects is expected to grow, with over 70 new projects planned across various cities [4] - The average premium for fourth-generation residential projects in core cities is 16% compared to surrounding properties, with initial sales rates averaging 43%, outperforming the overall market [4] - The construction cost of fourth-generation residential units is approximately 650-700 yuan per square meter higher than traditional units, but their high premium and sales velocity can mitigate cost pressures [4] Transition to Quality Housing - The fourth-generation residential model is transitioning from pilot projects to widespread implementation, becoming a key component of the "good housing" policy [5] - The rise of fourth-generation residential units may disrupt existing markets, with around 70 projects in major cities achieving usable rates exceeding 100% [5] - In a market with excess supply, developers are focusing on fourth-generation residential units to differentiate their offerings and counteract the impact of second-hand housing [5]

Group 1 - The real estate market in key cities has entered a stable phase after a brief period of activity, with a focus on the construction of "good houses" and the introduction of new regulations [1][2] - In May, major cities like Beijing, Shanghai, and Guangzhou saw an increase in both second-hand and new housing transactions, while Shenzhen experienced a slight decline month-on-month but still showed year-on-year growth [2] - The introduction of new regulatory projects has positively impacted short-term sales, with high-demand for new housing projects that optimize design and increase usable area [2][3] Group 2 - Despite a 10.8% year-on-year decline in sales for the top 100 real estate companies in the first five months, land acquisition increased by 28.8%, indicating a more cautious and focused strategy on high-certainty projects [4] - As the mid-year performance push approaches, real estate companies are expected to enhance their marketing and promotional efforts to accelerate cash flow [4][6] - The policy environment remains supportive, with expectations for further reductions in mortgage rates and tax rates, as well as measures to stimulate the market in various cities [6][7]

在需求端，持续松绑的政策减轻了购房者的负担，降低了购房门槛。例如，取消了首套房贷利率下限，多个城市 大幅下降首付比例，西安等地更是统一将商贷首付比例降至15%。同时，政策中还包括了契税下调、个人所得税 免征门槛提高、土地增值税预征率下降等"四个减免"措施，购房者的交易成本进一步减少。央行"白名单"专项借 款扩容至8.5万亿元，有效降低了房企融资成本，同时推动了存量房贷利率降至3.09%。 "好房子"标准引领市场新竞争 2025年，中国房地产市场迎来深刻变革，站在历史性转折的关键节点。自6月1日起，一系列新的政策落地实施， 彻底改变了市场格局。这些变化不仅会影响房地产行业的未来走向，也与每一个购房者的利益息息相关。 政策暖风频吹，楼市格局重塑 在2025年发布的《政府工作报告》中，明确提出了"稳住楼市"的总要求，并强调"更大力度促进楼市健康发展"。 与以往相比，这一表述更加细致和具体，显示出稳楼市工作的核心地位。政策的指向明确，将房地产风险防范放 在了重点领域，并强调其对地方财政稳定、居民生活质量以及社会经济增长的重要性，从而坚定了政府推动市场 稳定的决心。 央行行长潘功胜宣布将降准0.5个百分点，向市场注入约 ...