梗阻变通途，激活片区路网循环 漓江路规划为贯穿河西片区的南北向次干道，其南延段多年未能贯通，形成区域交通"肠梗阻"，不仅迫 使车辆绕行，加剧周边锦江路、江东北路等平行道路的拥堵，也制约了片区内部地块的有效连接与整体 发展。 鼓楼区从区域更新和活力营造角度，正式启动该段道路建设，来响应二十九中新校区、中信泰富商办投 用等。工程北起湘江路，南至清凉门大街，全长约317米，按城市次干路标准建设，工程于2025年5月开 工，同年12月完工，并于2026年2月初完成验收并开放交通。 道路交通是一项事关居民出行的城市焕新工程，也是激活区域发展动能的重要抓手。近日，随着鼓楼区 漓江路南延段（湘江路至清凉门大街）正式通车，一条曾经的"断头路"化身为畅达的纽带，不仅疏通了 区域交通的"毛细血管"，更成为推动鼓楼区河西新城北部片区城市更新、提升整体发展能级的关键一 步。这项工程以道路建设为切入点，实现了交通改善、民生福祉提升与片区价值激活的多重效益，是鼓 楼区践行人民城市理念、扎实推进城市更新的生动实践。 这条道路的贯通，标志着片区规划路网骨架的关键一环终于闭合。它直接联通了湘江路与清凉门大街， 有效分流了锦江路、江东北路的交通 ...

2026.02. 10 本文字数：2760，阅读时长大约5分钟 作者 | 第一财经 郑娜 作为关乎民生和经济发展的重要领域，房地产工作如何部署一直是地方两会的重要内容。随着各地两 会相继召开，2026年房地产领域的工作重点也逐渐明晰。 第一财经记者梳理各地政府工作报告发现，"着力稳定房地产市场""强化住房保障""好房子""加快构 建房地产发展新模式""大力推进城市更新"等提法高频出现，"稳市场、去库存、强保障、促更新"为 主要方向。在稳市场方面，河南、云南、江苏、山东、辽宁、吉林等地都提出，鼓励收购存量商品房 用于保障性住房等。 房地产行业专家对第一财经记者表示，地方两会中关于房地产市场的基调与"十五五"总体规划高度 一致，包括明确构建房地产新模式、风险防范，以及"好房子"建设等，同时各地又结合区域实际， 提出差异化的目标和举措，预计未来随着各项政策的落地见效，房地产市场有望筑底企稳，行业转型 加速推进。 稳市场成2026年首要工作 "各地在房地产和住房领域的表述高度聚焦于稳市场、去库存、强保障、促更新四大方向。"广东省 城乡规划院住房政策研究中心首席研究员李宇嘉表示，稳市场基本是各地2026年房地产工作的第 ...

作为关乎民生和经济发展的重要领域，房地产工作如何部署一直是地方两会的重要内容。随着各地两会 相继召开，2026年房地产领域的工作重点也逐渐明晰。 第一财经记者梳理各地政府工作报告发现，"着力稳定房地产市场"、"强化住房保障"、"好房子"、"加 快构建房地产发展新模式"、"大力推进城市更新"等提法高频出现，"稳市场、去库存、强保障、促更 新"为主要方向。在稳市场方面，河南、云南、江苏、山东、辽宁、吉林等地都提出，鼓励收购存量商 品房用于保障性住房等。 房地产行业专家对第一财经记者表示，地方两会中关于房地产市场的基调与"十五五"总体规划高度一 致，包括明确构建房地产新模式、风险防范，以及"好房子"建设等，同时各地又结合区域实际，提出差 异化的目标和举措，预计未来随着各项政策的落地见效，房地产市场有望筑底企稳，行业转型加速推 进。 在实现"住有所居"的同时，满足居民持续升级的住房需求也是保障民生的重要内容，"好房子"建设也成 为各地工作部署中的关键词。例如广东系统推进好房子、好小区、好社区、好城区建设，满足多样化住 房需求；吉林提出要打造20个以上"好房子"示范项目。 城市更新转向存量提质增效 稳市场成2026年首 ...

去库存、城市更新仍是重点工作。 作为关乎民生和经济发展的重要领域，房地产工作如何部署一直是地方两会的重要内容。随着各地两会 相继召开，2026年房地产领域的工作重点也逐渐明晰。 第一财经记者梳理各地政府工作报告发现，"着力稳定房地产市场"、"强化住房保障"、"好房子"、"加 快构建房地产发展新模式"、"大力推进城市更新"等提法高频出现，"稳市场、去库存、强保障、促更 新"为主要方向。在稳市场方面，河南、云南、江苏、山东、辽宁、吉林等地都提出，鼓励收购存量商 品房用于保障性住房等。 房地产行业专家对第一财经记者表示，地方两会中关于房地产市场的基调与"十五五"总体规划高度一 致，包括明确构建房地产新模式、风险防范，以及"好房子"建设等，同时各地又结合区域实际，提出差 异化的目标和举措，预计未来随着各项政策的落地见效，房地产市场有望筑底企稳，行业转型加速推 进。 稳市场成2026年首要工作 "各地在房地产和住房领域的表述高度聚焦于稳市场、去库存、强保障、促更新四大方向。"广东省城乡 规划院住房政策研究中心首席研究员李宇嘉表示，稳市场基本是各地2026年房地产工作的第一位，"这 是对中央经济工作会议关于'着力稳定房地 ...

Core Viewpoint - The focus of the 2026 real estate work will be on "stabilizing the market, reducing inventory, strengthening guarantees, and promoting updates" as highlighted in various local government reports [1][2][4]. Group 1: Market Stabilization - Local governments emphasize stabilizing the real estate market as a primary goal, aligning with central economic directives [2][3]. - Key measures include encouraging the acquisition of existing properties for affordable housing and improving transaction convenience for existing homes [2][3]. - Specific actions have been initiated in cities like Shanghai, which has started acquiring second-hand homes for rental housing projects [2]. Group 2: Housing Security - Strengthening the supply of affordable housing is crucial for revitalizing inventory and ensuring public welfare [4]. - Policies aim to enhance the rental housing market and provide adequate living conditions for new urban residents, with cities like Beijing and Shanghai planning significant increases in affordable housing supply [4]. Group 3: Urban Renewal - Urban renewal has shifted from large-scale construction to improving existing structures, with a focus on quality and efficiency [5][6]. - Various cities have set ambitious targets for urban renewal projects, including the renovation of old neighborhoods and infrastructure improvements [6][7]. - The integration of diverse stakeholders and innovative financing methods is being explored to support urban renewal initiatives [7]. Group 4: New Development Models - The emphasis on urban renewal is driving the real estate sector towards new development models, focusing on revitalizing existing properties and enhancing functionality [8]. - The market is showing signs of bottoming out after four years of decline, with efforts to stabilize market confidence through inventory management and urban renewal [8]. - Future market stabilization will depend on proactive policy support and addressing the housing needs of young people and new urban residents [8].

上海突然开始收核心区的老破小，改造成保租房后月租才 2800，业主这边有人乐开花有人气到跳脚，直呼被薅羊毛！一边是年轻人租房压力骤减，一边是 老业主觉得收购价太低吃亏，这波操作到底是民生好事，还是另有门道？核心区老破小的收购，背后藏着的多方博弈，其实把租房、卖房的那些痛点全戳中 了。 这次政策最直接的受益者，其实是在上海核心区上班的年轻人。要知道静安、黄浦这些地方，随便整租一套小户型，月租没有 5000 根本下不来，非沪籍青 年月收入中位数才 7350，光房租就占了七成多，不合租根本活不下去。而改造后的保租房，租金直接降到市场价的六七成，静安的保租房月租才 2800，浦 东的也才 3500，关键是公积金提取额度还提高了，月上限 4500，应届生租房能覆盖一半到七成的成本，这一下就把租房压力降了一大截。更重要的是，保 租房的合同最长能签 3 年，不会像市场租房那样，房东说涨租就涨租，说让搬就搬，年轻人终于能有个稳定的住处。而且这些保租房都建在产业园区、地铁 沿线，通勤时间从原来的 70 分钟直接缩到 30 分钟，上班路上的时间都省了不少。 三、收购价成最大争议，5% 的差价到底该不该有 整个政策的矛盾点，全集中 ...

Core Viewpoint - The Shandong Provincial Audit Office is focusing on enhancing supervision of government investment projects in 2026, aiming to promote project implementation, optimize investment structure, and stabilize economic growth [3]. Group 1: Government Investment Projects - The audit will concentrate on areas such as regional coordinated development, urban renewal, improvement of people's livelihoods, and rural revitalization [3]. - There will be increased scrutiny on provincial key project construction, focusing on funding sources, project progress, management, and effectiveness [3]. - The goal is to identify new issues in project decision-making, fund management, and inter-departmental coordination, while eliminating obstacles that hinder investment efficiency [3]. Group 2: High-Speed Rail Development - The audit will include an investigation into the management of high-speed rail construction, emphasizing the completion of planning goals, fund usage, construction management, quality safety, and investment performance [3]. - Special attention will be given to issues related to compensation for relocation, with strict checks on overdue payments and fraudulent claims that harm public interests [3]. Group 3: Urban Underground Pipeline Network - A special audit will be conducted on urban underground pipeline construction and renovation, focusing on flood control, heating capacity enhancement, old pipeline replacement, and road accessibility [4]. - The audit aims to reflect on the implementation of policies addressing risks and shortcomings, as well as the management and effectiveness of construction funds [4]. - There will be strict investigations into irregularities in bidding, substandard construction practices, and quality safety hazards, with targeted recommendations to ensure project effectiveness [4].

Core Viewpoint - The Tianjin Municipal Development and Reform Commission has released a list of 1,112 key projects with a total investment of 1.82 trillion yuan to support high-quality development and achieve a good start for the 14th Five-Year Plan in 2026 [1] Group 1: Project Characteristics - The key projects for this year include 824 construction projects with a total investment of 1.4 trillion yuan and an annual planned investment of 202.19 billion yuan, along with 288 reserve projects totaling 422.47 billion yuan [2] - The projects exhibit five new characteristics, focusing on technology innovation, intelligent and green manufacturing, modern service industry enhancement, urban infrastructure improvement, and ensuring new guarantees for people's livelihoods [2][3][4] Group 2: Major Engineering Initiatives - Eight major engineering initiatives have been identified to drive quality and efficiency, including advanced manufacturing transformation, modern service industry expansion, and urban renewal [4][5] - The initiatives aim to deepen the integration of the Beijing-Tianjin-Hebei region and enhance infrastructure connectivity, with significant projects like the expansion of the airport and high-speed rail [4][5] Group 3: Innovation and Industry Development - Emphasis is placed on innovation as a core element for industrial transformation, with projects like the Tianjin University Synthetic Biology Research Institute and various national laboratories focusing on cutting-edge fields [5][6] - The manufacturing sector is prioritized for transformation and upgrading, with projects in new materials and intelligent manufacturing being accelerated to enhance competitiveness [7][8] Group 4: Modern Service Industry and Infrastructure - The modern service industry is being developed to support economic transformation, with financial services and logistics playing a crucial role in enhancing efficiency [8][9] - Infrastructure projects, including metro lines and urban drainage systems, are being expedited to improve urban resilience and service quality [9][10] Group 5: Social Welfare and Rural Development - Social welfare initiatives focus on education and healthcare improvements, with new schools and hospitals being constructed to enhance community services [13] - Rural revitalization efforts are being implemented to improve living conditions and promote sustainable agricultural practices [11][12] Group 6: Project Lifecycle and Support - The city is committed to providing comprehensive support throughout the project lifecycle, ensuring effective coordination among various stakeholders to facilitate project execution [14][15] - Key areas of focus include securing resources, expediting approvals, and aligning projects with national policy directions to maximize impact [14][15]

据悉，该项目由中铁置业于2025年9月经过75轮竞价，以27.36亿元的总价拿下N090601单元I4-01地块， 溢价率28.1%，楼板价92225元/㎡，一举刷新了上海杨浦区楼面价的纪录。 两个项目定位均属高端，但产品形态迥异，市场观察认为这将对开发商的客群定位、资源协调及品牌运 营能力构成考验。 按公租房占比5%扣除后，可售面积约28185㎡，折算下来，可售楼板价约97079元/㎡。 公开资料显示，2024年，中铁置业明确将"优质地段高品质产品"及"核心地段高端豪宅"作为重点突破领 域。 根据已公示的规划方案，地块拟建12栋4-7F住宅产品，东侧为7栋4F住宅，以及1栋7F住宅；西侧为4栋 6-7F住宅产品，以及西北角1栋8F保障房。 当年10月，中铁置业上海公司总经理、党委副书记王伟东曾表示，公司一直致力于城市综合开发运营， 在历史文化风貌区更新方面，紧跟城市更新发展战略，在上海市风貌类城市更新项目研究上取得了一定 成果，未来将继续推动上海城市更新和历史风貌保护工作取得实质性进展。 项目的建设单位是上海中铁浦宸置业有限公司，成立于今年10月17日，法定代表人、董事长为马福宪， 该公司由中铁置业集团上海 ...

Investment Rating - The report maintains a "Buy" rating for the real estate sector, indicating a positive outlook for investment opportunities in this area [4]. Core Insights - The "old-for-new" policy is being reintroduced in Shanghai, which is expected to effectively stabilize housing prices and stimulate market activity [10][26]. - The policy focuses on acquiring second-hand homes to address inventory issues and enhance market liquidity, with specific criteria for eligible properties [10][26]. - The anticipated financial impact includes a potential market transaction increase of approximately 1,080 billion yuan, representing a 9% boost to total market transactions and a 24% increase in new home sales [3][10]. Summary by Sections 1. Background of the "Old-for-New" Policy - The central government has emphasized the need for policies that control inventory and improve supply, with the "old-for-new" initiative aligning closely with these goals [10][11]. 2. Historical Experience of "Old-for-New" - The "old-for-new" model is categorized into acquisition and assistance types, with the acquisition model being more effective in driving sales [16][21]. - The acquisition model has been implemented in over 20 cities, with a total of 14,520 units identified for trial [16][21]. 3. Shanghai's "Old-for-New" Policy - The policy aims to stabilize housing prices by focusing on second-hand homes, with specific requirements for properties built before 2000 and under 400 million yuan [3][10]. - The estimated funding requirement for the acquisition of 27,000 units is approximately 54 billion yuan, leveraging a 1:2 replacement ratio to maximize market impact [3][10]. 4. Feasibility of the Latest "Old-for-New" Policy - Shanghai is positioned as a key city for the implementation of this policy due to its strong government credibility and market stability [3][10]. - The second-hand housing market in Shanghai has shown signs of stabilization, with a reduction in the average transaction cycle to 22.2 months and a 2% month-on-month price rebound [3][10]. 5. Investment Recommendations - The report suggests that the current environment, characterized by improving transaction volumes and prices in the second-hand market, presents significant investment opportunities [3][10].