4月8日，据财政部网站消息，财政部办公厅、住房城乡建设部办公厅发布关于开展2025年度中央财政支 持实施城市更新行动的通知提出，中央财政继续支持部分城市实施城市更新行动，探索建立可持续的城 市更新机制，推动补齐城市基础设施的短板弱项，加强消费型基础设施建设，注重向提振消费方面发 力，促进城市基础设施建设由"有没有"向"好不好"转变，解决人民群众的急难愁盼问题，实现城市高质 量发展。 | 2025年4月9日星期三 | NO.1 两部门开展2025年度中央财政支持实施城市更新行动 点评：该政策进一步锚定城市更新为结构性转型核心赛道，或引导资金向绿色基建、高端制造倾斜，增 强成长股对市场风险偏好的牵引作用。此外，地方债务风险管控要求（如禁止新增隐性债务）可能加速 低效项目出清，提升资源整合效率。 NO.2 多城正研究推动房市进一步止跌回稳相关政策 4月8日，据证券时报消息，多个城市正在进行房地产市场止跌回稳相关政策的研究及储备工作。如武汉 市正做政策研究储备工作，结合市场实际适时出台实施，持续用力推动房地产市场进一步止跌回稳；昆 明根据工作计划，将出台"好房子"技术指南；重庆将继续支持收购主体加大收购存量商品房规模 ...

Core Insights - The article highlights the innovative design and construction of the Shanhe Intelligent Headquarters building in Changsha, which is the first prefabricated fair-faced concrete building to win the Luban Award in China, representing a model of green, digital, intelligent, and prefabricated construction [1][7] Group 1: Architectural Features - The building showcases a modern industrial style with exposed fair-faced concrete, eliminating the need for traditional decorative finishes like tiles and paint [1][3] - The construction process utilized customized stainless steel molds and self-compacting concrete, ensuring that the flatness error of each wall panel and beam is controlled within 2 millimeters [3][5] - Fair-faced concrete, also known as decorative concrete, is characterized by its natural surface effect achieved through a single pour without external decoration, which requires high production difficulty and craftsmanship [3][5] Group 2: Smart Construction Techniques - The project exemplifies full-chain intelligent construction by integrating design, production, construction, and operation through a collaborative approach using BIM technology [5][7] - The PKPM-BIM platform was central to the project, enabling real-time data sharing and tracking of production status, which minimized errors and improved efficiency [5][7] - The project achieved a prefabrication rate of 55%, with 3,965 prefabricated components produced in a factory and assembled on-site with millimeter-level precision [5][7] Group 3: Industry Recognition - The Shanhe Intelligent Headquarters building has received significant recognition, winning the Luban Award in 2022, marking it as the first building using prefabricated fair-faced concrete technology to achieve this honor [7] - The project serves as a model for the intelligent construction pilot city initiative in Changsha, providing replicable experiences for future projects [7] - Changsha is developing a smart construction system centered around new construction management models that integrate BIM technology, promoting industrialization in the construction sector [7]

共绘城乡建设"绿色蓝图"！2025江苏绿色低碳建筑 国际博览会4月1日在南京启幕 值得关注的是，本届博览会聚焦住房城乡建设重点工作，设计了8个特色展区，分别是：改善型住 宅展区、城乡建设"双碳"先导区展区、智能建造展区、城市更新展区、绿色基础设施展区、"四新"综合 成果展区、绿色金融展区、宜居宜业和美乡村展区。其中，改善型住宅展区设置高品质居住空间体验 区，实景呈现改善型住宅性能品质，实物展出重点推广应用新技术、新产品以及智能家居综合解决方 案，实例展示老房子改造成"好房子"的实施路径。中海地产、仁恒建设、南京颐居建设、无锡良辰美景 等11家知名房地产开发企业将在现场推介改善型住宅项目。"城乡建设碳达峰碳中和先导区"展区将展示 首批先导区无锡锡东新城、苏州高铁新城的阶段性建设成果，发布重点项目实施方案，以及展现能源互 联网、智能车联网等新技术、新业态在城乡建设绿色低碳发展中的应用。同时，启动第二批先导区常 州"西太湖"创新区、盐城高新区智创园的建设，组织重大合作项目签约，成立先导区智库联盟、产业联 盟等。智能建造展区将聚焦展示"BIM+"数字一体化设计、建筑机器人及智能装备、部品部件智能化生 产、智慧施工管理 ...

Investment Rating - The report suggests focusing on companies involved in the application of robots in flooring and wall construction [6][23]. Core Insights - The construction industry in China is projected to reach a total output value of 32.65 trillion yuan in 2024, with a year-on-year growth of 3.9%. Despite the industry's expansion, the level of industrialization and informatization remains low, leading to inefficiencies [2][8]. - The labor shortage in the construction sector is becoming increasingly severe, with the number of migrant workers decreasing from a peak of 61.09 million in 2014 to approximately 45.82 million by the end of 2023, a decline of about 25% [2][8]. - The integration of artificial intelligence, sensor technology, and automation systems is providing robust technical support for the application of construction robots, enhancing efficiency and quality while addressing labor shortages [2][9]. Summary by Sections Section 1: Industry Development - The report highlights the significant progress in construction robot technology in China, particularly in flooring and wall construction applications. Robots such as leveling, troweling, and grinding machines are widely used, improving efficiency and reducing material waste [5][18]. - The application of spraying robots for interior and exterior walls has shown to be efficient, with low paint consumption and high work efficiency [5][18]. Section 2: Policy Support - The Chinese government has introduced a series of policies to promote intelligent construction, including the "14th Five-Year Plan for the Development of the Construction Industry," which emphasizes accelerating the research and application of construction robots [3][14]. - Local governments have also implemented supportive policies, including special funds and tax incentives, to bolster the development and application of construction robot technology [4][15]. Section 3: Case Studies - The report provides examples of successful robot applications in construction projects, such as the use of exterior wall spraying robots in Xiamen, which improved efficiency by 32% compared to manual labor [21]. - In the Wuxi Liangxi District Medical Center project, robotic teams reduced the workforce by approximately 60%, significantly easing project management burdens [21]. Section 4: Investment Recommendations - The report recommends focusing on companies that are actively deploying robots in flooring and wall construction, specifically mentioning leading paint company "Sankeshu" and others like "Beixin Building Materials," "Yasichuangneng," and "Oriental Yuhong" [6][23].

近日，北京市"好房子"的新标准《北京市平原多点地区"好房子"规划管理相关技术要点（试行）》出台。具体来看，技术要点涉及阳台、架空层、风雨连廊、共享 公共空间、跨城市支路空间利用、建筑高度、建筑立面品质等，广东则明确，要发展绿色建筑，推广智能建造、模块化建筑、装配式建筑等，引导企业提高住房建 设标准、优化物业服务，建设更多好房子、好小区、好社区、好城区。 另据不完全统计，自去年以来已有超30个城市发布新版城市规划管理技术规定，例如《深圳市建筑设计规则》优化了绿化覆盖率、建筑覆盖率等计算方式，杭州市 《关于优化建设项目容积率及相关指标计算规则的通知》则规定，利用城市公共空间并向公众开放的公共连廊，不纳入容积率计算等。"好房子"时代正式拉开帷 幕。 （新房主打高赠送 吴家明/摄） "回顾2024年，很多满足改善性住房需求的'好房子'项目取得了亮眼的销售成绩。"广东省住房政策研究中心首席研究员李宇嘉说，这表明房地产市场结构性需求潜 力比较大，需要通过加强"好房子"建设来发掘。 新的一年，建造"好房子"被多地政府列入年度工作重点，购房者对此也非常期待。 不过，一些开发商在提高住房得房率的同时，却将一些公共配套缩水。另一 ...