Core Viewpoint - The Central Urban Work Conference emphasizes the transition from large-scale incremental expansion to quality improvement and efficiency enhancement in urban development, marking a shift towards sustainable urban growth [1][3]. Group 1: Urban Development Focus - The conference highlights the importance of high-quality development, indicating that urban growth should prioritize existing resources and quality enhancement rather than mere expansion [1][2]. - Five key areas of focus were introduced: people-oriented development, efficient and intensive use of resources, distinctive development, investment in governance, and coordinated planning [1][2]. Group 2: Urban Renewal and Safety - Urban renewal is targeted with a focus on livability and safety, emphasizing the need for a new model of real estate development and the gradual renovation of urban villages and dilapidated housing [3][4]. - The conference calls for the construction of resilient cities, including the upgrade of old pipelines, enhancement of housing safety, and improved disaster prevention measures, while also imposing strict limits on super-tall buildings [3][4]. Group 3: Innovation and County Development - The conference places greater emphasis on the role of innovation in urban development, identifying it as a key driver of new productive forces, contrasting with the previous focus on population-driven urbanization [4][5]. - County-level development is recognized as a crucial aspect of urbanization, with a focus on integrating counties into urban clusters and enhancing their functional complementarity with nearby major cities [5].

Group 1 - The meeting emphasized the importance of the inspection work as a strategic institutional arrangement for advancing the Party's self-revolution and strict governance since the 18th National Congress [1] - The Central and Provincial inspection teams will conduct a joint inspection in the city, serving as a comprehensive political health check and guidance for deepening strict governance and promoting high-quality development [1] - All levels of Party organizations are urged to embrace the political responsibility of accepting supervision and cooperating with inspections, improving work efficiency and quality through this process [1] Group 2 - The meeting highlighted Xi Jinping's important speech at the Central Urban Work Conference, which provides fundamental guidance for building modern people-oriented cities [2] - There is a call to analyze the characteristics of urban development in Nanjing and to focus on key tasks in urban work, including optimizing urban structure and enhancing quality and green transformation [2] - The meeting also stressed the need for continuous problem identification and resolution in Party education and construction, ensuring that issues are thoroughly addressed [2]

Core Viewpoint - The Central Urban Work Conference has outlined "one optimization and six constructions" as key tasks to promote high-quality urban development, providing scientific guidance and clear direction for future urban work [1] Group 1: Urban Development Strategies - The conference emphasizes the need to optimize the modern urban system and construct vibrant innovation cities, comfortable livable cities, green low-carbon beautiful cities, safe resilient cities, morally uplifting civilized cities, and convenient efficient smart cities [1] - Innovation is highlighted as the "key variable" and "largest increment" for future success, with specific deployments for building vibrant innovation cities [2] - Cities are identified as the main battleground for technological innovation and industrial development, necessitating tailored strategies to foster innovation ecosystems and stimulate entrepreneurial vitality [2] Group 2: Reform and Safety Measures - Existing policies from the period of urban expansion are deemed inadequate, necessitating reforms to enhance urban dynamism and adapt to new circumstances [3] - The concept of a resilient city is underscored, with a focus on prioritizing ecological and safety considerations in urban development [3] - The need for proactive risk management and emergency preparedness in urban planning and governance is emphasized, particularly in light of concentrated safety risks in densely populated urban areas [3][4] Group 3: Implementation and Capacity Building - The complexity of urban work requires strengthening the quality and capabilities of urban work teams to effectively implement the outlined tasks [4] - A commitment to practical, results-oriented approaches and a proactive attitude is essential for achieving new successes in high-quality urban development [4]

Core Viewpoint - The recent Central Urban Work Conference emphasized the significant improvements in urbanization levels, urban development capabilities, and ecological environment quality in China since the 18th National Congress of the Communist Party, advocating for a new path of urban modernization with a focus on high-quality development and people-centered urban planning [1][4]. Group 1: Urban Development Goals - The conference outlined seven key tasks for urban work, including optimizing modern urban systems, building vibrant innovation cities, creating comfortable and convenient livable cities, developing green and low-carbon beautiful cities, ensuring safe and resilient cities, fostering virtuous and civilized cities, and establishing efficient smart cities [2]. - The transition from rapid urbanization to stable development requires a shift in urban development philosophy, emphasizing human-centered goals such as innovation, livability, beauty, resilience, civilization, and intelligence [1][2]. Group 2: Urbanization Statistics - As of the end of 2023, China's urban resident population reached 932.67 million, an increase of 11.96 million from the previous year, with the urbanization rate rising to 66.16%, up by 0.94 percentage points [3]. Group 3: Urban Quality Improvement - The meeting highlighted the need for a scientific evaluation system for urban development, moving away from GDP-centric approaches that have led to poor decision-making and uniform city renovations, advocating for high-quality development to be included in performance assessments for local officials [3][4]. - The focus on improving urban quality includes addressing urban issues, enhancing air quality, and implementing refined urban management practices, such as waste classification and low-carbon infrastructure [4].

Group 1 - The central urban work conference held from July 14 to 15 in Beijing emphasized the importance of high-quality urban development and the construction of modern cities with Chinese characteristics, as outlined by General Secretary Xi Jinping [1][2] - The conference marked the first such meeting in 10 years, addressing significant theoretical and practical questions regarding urban development, including the purpose of urban development and the role of citizens [1] - Local officials expressed commitment to aligning their actions with the conference's directives, focusing on urban renewal, historical preservation, and enhancing urban vitality [1][2] Group 2 - The conference highlighted the transition of urbanization in China from rapid growth to stable development, emphasizing the need for a shift in urban development philosophy towards a more people-centered approach [2][3] - Key tasks for urban work were outlined, including the promotion of urban ecological environment governance, land redevelopment, and enhancing urban infrastructure resilience [3] - The Ministry of Housing and Urban-Rural Development committed to implementing the conference's spirit by focusing on urban renewal and governance modernization to contribute to national development goals [3]

Core Viewpoint - The meeting emphasized the significance of the recent Central Urban Work Conference, highlighting the importance of Xi Jinping's speech in guiding urban development in the context of China's modernization and national rejuvenation [1] Group 1 - The meeting underscored the historical achievements in urban development since the new era, stressing the importance of understanding the decisive significance of the "two establishments" and ensuring alignment with the Central Committee's decisions on urban work [2] - It was noted that urbanization in China is transitioning from a rapid growth phase to a stable development phase, and urban development is shifting from large-scale expansion to improving existing stock [2] - The meeting called for a focus on the overall requirements for urban work and the goal of building a people-oriented city, emphasizing a balanced approach and the creation of innovative, livable, beautiful, resilient, civilized, and smart modern cities [2] Group 2 - The meeting highlighted the need for comprehensive leadership from the Party in urban work, promoting a correct view of achievements, enhancing policy coordination, and improving the quality and capability of urban work teams [3] - It was emphasized that there should be a focus on cultivating new driving forces for urban development [3]

Core Viewpoint - The Central Urban Work Conference held on July 14-15 in Beijing outlines new goals and paths for urban development, emphasizing the need for high-quality urban growth and modernization of cities in China [1] Group 1: Urban Development Trends - China's urbanization is transitioning from a rapid growth phase to a stable development phase, with a focus on improving existing urban quality rather than large-scale expansion [2] - The urbanization rate of the permanent population has increased from 53.1% in 2012 to 67% in 2024, indicating a shift to a mid-late stage of rapid urbanization [2] - The focus of urban development is shifting from traditional factors like land and capital to new factors such as knowledge, data, technology, and management, aiming for higher quality, efficiency, equity, sustainability, and safety [2] Group 2: Five Transformations - The conference proposed "Five Transformations" to adapt to current urban development changes: transformation of development concepts, methods, driving forces, focus, and approaches [2][3] - These transformations reflect a proactive adaptation to urban development challenges, moving away from past models of large-scale expansion [3] Group 3: Seven Focus Areas - The conference established "Seven Focus Areas" as a blueprint for urban work, addressing both immediate issues and long-term development [4] - Innovation is prioritized in urban development goals, encompassing technological, governance, and institutional innovations [4] Group 4: Modern Urban Systems - Emphasis on developing group-style, networked urban clusters and urbanization centered around counties to mitigate the "siphon effect" of large cities and inject new momentum into smaller cities [5] - Initiatives include promoting pollution reduction, carbon neutrality, and enhancing urban biodiversity [5] Group 5: Coordinated Urban Work - The conference highlighted the need for a comprehensive approach to urban work, integrating economic, social, ecological, cultural, and safety aspects [6] - It called for enhanced coordination among various departments to overcome systemic barriers and improve urban renewal and community development [6][7] Group 6: Tailored Development Strategies - Different cities should develop tailored implementation plans based on their unique resources, location, and economic conditions to avoid a one-size-fits-all approach [7] - The example of Nantong illustrates the importance of collaborative development within urban clusters, particularly in the Yangtze River Delta region [7]

推进城市发展与房地产市场核心政策导向相辅相成 1978-2024年我国城镇化率年均增长率 | 1978-1990年 | 0.71% | | --- | --- | | 1991-2000年 | 0.98% | | 2001-2010年 | 1.37% | | 2011-2020年 | 1.39% | | 2011-2015年 | 1.48% | | 2016-2020年 | 1.31% | | 2021-2024年 | 0.78% | 来源：新华财经、中国政法大学商学院副教授熊柴 此次会议也是2015年以来第二次以中央名义召开的城市工作会议。中指研究院政策研究总监陈文静表 示，经过十年发展，我国城市数量增加至694个，2024年有27个城市GDP超过1万亿元，城镇化率由2015 年的57.3%提升至67%，进程有所放缓；城镇人口也由2015年的7.9亿人增加至9.4亿人，每年城镇新增常 住人口超1600万人，而2021-2024年年均增加1033万人。她说，可以看出，在城市工作取得积极成效的 同时，城市发展也出现了新特征，城镇化进入了稳定发展期。 熊柴说，2015年、2025年的这两次中央城市工作会议召开的背 ...

证券研究报告 | 2025年07月16日 中央城市工作会议快评 城市发展迈入新阶段 经济研究·宏观解读 | 证券分析师： | 田地 | 0755-81982035 | tiandi2@guosen.com.cn | 执证编码：S0980524090003 | | --- | --- | --- | --- | --- | | 证券分析师： | 董德志 | 021-60933158 | dongdz@guosen.com.cn | 执证编码：S0980513100001 | | 联系人： | 王奕群 | | wangyiqun1@guosen.com.cn | | 事项： 解读： 城市工作会议由来已久，本次是第五次。第一次是 1962 年在北戴河举行的第一次全国城市工作会议，主 要讨论城市基本定位与问题，背景是大规模工业化带来的城市人口迅速扩张带来生活等用品供给不足，会 议的主要指示是集中力量组织生产。 表1：历次城市工作会议梳理 | 年份 | 会议 | 简介 | 背景 | 主要内容 | | --- | --- | --- | --- | --- | | | | | | 《关于当前城市工作若干问题的指示》：已经 ...

Core Viewpoint - The recent Central Urban Work Conference marks a significant shift in China's urban development philosophy, emphasizing high-quality and connotative development as opposed to previous approaches focused on coordination [1][3]. Group 1: Five Transformations and Focus Areas - The conference outlined five necessary transformations in urban work: adapting to changing circumstances, shifting development concepts to be more people-oriented, changing development methods to be more efficient, focusing on distinctive development, prioritizing governance investment, and enhancing coordination in urban work [3][6]. - Correspondingly, the conference emphasized five areas of greater attention: human-centered approaches, efficient and intensive development, distinctive growth, governance investment, and coordinated methods [3][6]. Group 2: Core Tasks and Implementation - Key tasks identified include optimizing urban systems, advancing urban renewal actions, strengthening historical and cultural preservation, and modernizing urban governance, providing clearer pathways for implementing the five transformations and focus areas [6][8]. - The conference aims to ensure that the new development philosophy takes root in cities, enhancing the convenience, comfort, and overall well-being of residents [8]. Group 3: Goals for Urban Development - The conference introduced a new comprehensive goal for urban construction, aiming to build innovative, livable, beautiful, resilient, civilized, and smart modern cities, which reflects a richer and more comprehensive understanding of urban development compared to previous focuses [10].