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协同纾困房企 驱动城市更新“加速跑”
Jin Rong Shi Bao· 2025-06-12 03:23
Core Insights - The Shanghai Yihua project has achieved remarkable sales success, with over 4 billion yuan in sales on May 21, selling all 64 units in one day, marking it as a "sunshine" project [1] - The project has attracted significant interest, with a subscription rate of 267% and 171 potential buyers in just 4.5 days [1] - The project is part of a broader real estate relief initiative led by CITIC Financial Assets, which has successfully implemented multiple rounds of support [2][4] Sales Performance - Since its market entry in August 2024, the Shanghai Yihua project has had three launches, all of which sold out, totaling 12.6 billion yuan in sales [2] - The project has become the first in the country to exceed 10 billion yuan in sales [2] Urban Renewal and Policy Support - The Central Political Bureau's meeting on April 25 emphasized the need for urban renewal and high-quality housing supply, which is expected to enhance living standards and meet diverse housing needs [2] - The Shanghai Yihua project is a key urban renewal initiative, covering 95,700 square meters with a construction volume of 430,000 square meters [3] Challenges and Solutions - The project faced significant challenges, including stalled development due to a liquidity crisis in 2022, affecting over 4,000 residents and 87 businesses [3] - CITIC Financial Assets has engaged in extensive discussions with stakeholders to address the project's challenges and has implemented a comprehensive restructuring plan [3][4] Financial Support and Collaboration - CITIC Financial Assets has mobilized over 4 billion yuan in relief funds, utilizing various financial strategies to support the project and resolve payment issues for residents and businesses [4][6] - The project has benefited from the collaborative efforts of CITIC Group's subsidiaries, enhancing risk management and operational efficiency [6] Impact on the Market - Since 2022, CITIC Financial Assets has facilitated the delivery of 68,300 housing units and resolved over 11.3 billion yuan in outstanding payments to suppliers, contributing to the revival of over 236.2 billion yuan in project value [7] - The company aims to continue its role as a financial rescue entity, leveraging its brand and collaborative advantages to support urban renewal and improve living conditions [7]
渤海证券研究所晨会纪要(2025.06.12)-20250612
BOHAI SECURITIES· 2025-06-12 03:16
晨会纪要(2025/06/12) 编辑人 崔健 022-28451618 SAC NO:S1150511010016 cuijian@bhzq.com 渤海证券研究所晨会纪要(2025.06.12) 金融工程研究 主要指数多数上涨,两融余额小幅上升——融资融券周报 行业研究 关注城市更新行动带动的工程机械需求提升——机械设备行业周报 证 券 研 究 报 告 晨 会 纪 要 6 月 10 日,沪深两市两融余额为 18,114.59 亿元,较上周增加 123.64 亿元。其中融资余额为 17,992.43 亿元, 较上周增加 119.47 亿元;融券余额为 122.16 亿元,较上周增加 4.17 亿元。每日平均参与融资融券交易的投 资者数量为 334,806 名,较前一周增加 15.88%。 行业方面,上周电子、计算机和机械设备行业融资净买入额较多,食品饮料、银行和煤炭行业融资净买入 额较少。上周融资买入额占成交额比例较高的行业为非银金融、银行和钢铁,较低的行业为综合、纺织服 饰和轻工制造。融券方面,上周综合、石油石化和社会服务行业融券净卖出额较多,医药生物、电子和电 力设备行业融券净卖出额较少。 请务必阅读正 ...
为什么说城市更新做不好,大多是因为一开始就想错了?
3 6 Ke· 2025-06-12 02:17
最近,城市更新成了一个被反复提起的词。从政策频出到专项资金下场,从部委动作到地方试点,似乎每一个城区、每一块老旧地块、每一个城 中村,都正走上被"改造"的进程。 在许多讨论中,城市更新仍被视作"空间翻新"——旧的建筑拆除、街区整治、立面美化、配套补齐。但在我们看来,这只是表面任务,真正发生 变化的,是城市的运行逻辑与秩序系统。城市更新,不是一次次"修房子"的工程动作,而是一次次"理秩序"的结构操作。 过去三十年,中国的城市增长靠的是"扩张性开发":土地批次、投资规模、施工周期、回报测算……所有系统都围绕"做得更快""推得更大"进行 配置。但今天我们面对的是另一类城市: 增量地块稀缺,开发边界被锁死; 人口结构变化,居住诉求分化; 社区功能缺位,空间体验失序。 所以,相关从业者都值得深度思考:城市更新到底要"更新"什么?从RET睿意德的视角来看,今天中国的城市更新,不再是一次次对"物"的介 入,而是一场深入到"关系、节奏、参与和表达"的秩序重建工程。城市需要的,不是更多建筑施工,而是一类"城市关系更新与构建"。 城市更新:从旧逻辑到更新逻辑的转变 开发逻辑失效:增量思维的三个系统性断点 要理解今天的城市更新以及 ...
帮主郑重:6月12日A股策略,这三个方向藏机会!
Sou Hu Cai Jing· 2025-06-12 01:27
Market Overview - US stock market declined on Wednesday, with the S&P 500 ending a three-day rally, which may put pressure on A-shares at the opening [2] - The China Golden Dragon Index rose by 0.08%, indicating a positive performance for Chinese concept stocks [2] Technical Analysis - The Shanghai Composite Index closed at 3402.32 points, maintaining above the 3400 mark, but trading volume decreased to 1.26 trillion, down 160 billion from the previous day, suggesting weak buying interest [2] - If trading volume remains low, the index may test the 3380 point support level [2] - The ChiNext Index increased by 1.21%, but the new energy sector lagged, with Ningde Times affecting overall sentiment [2] - The brokerage sector saw a net inflow of 3.7 billion, indicating potential upward movement if major brokers like CITIC Securities and Oriental Fortune show strong early performance [2] Policy Directions - Three key policy directions identified: 1. US-China trade talks focusing on rare earth and semiconductor equipment exports, with China issuing temporary export licenses for rare earth materials to three major US automakers [3] 2. Hydrogen energy pilot projects, with the National Energy Administration outlining directions for green hydrogen production and zero-carbon parks, potentially benefiting equipment manufacturers like Hupu Co. and Xue Ren Co. [3] 3. Local special bonds issuance, with 180 billion issued in the first two weeks of June, likely stabilizing infrastructure stocks like China Communications Construction and China Railway Construction [3] Sector Rotation - Focus on whether technology and brokerage sectors can resonate positively in early trading [3] - The AI computing industry chain may see funding inflows due to the upcoming delivery of Nvidia's Blackwell chips [3] - Defensive sectors like Yangtze Power, with a dividend yield over 5%, and Hu Nong Commercial Bank, known for low valuation and high dividends, are suitable for risk-averse investments [3] Investment Strategy - Key focus on trading volume; if the first hour's trading volume exceeds 380 billion, the index may approach 3417 points; if it falls below 1.2 trillion, consider reducing positions to avoid potential pullbacks [4] - Long-term investors should consider semiconductor equipment, AI computing, and consumer electronics, which are at historical low valuations and have multiple policy catalysts [4] - Short-term traders should monitor hydrogen energy pilot projects and urban renewal themes, paying attention to the strength of leading stocks [4]
郭元强调研城市更新和构建房地产发展新模式:转变城市开发建设方式,不断提升城市业态功能品质
Chang Jiang Ri Bao· 2025-06-12 00:29
郭元强强调,要把握房地产市场供求关系的新变化,加快构建房地产发展新模式。要着 力建设安全、舒适、绿色、智慧的"好房子",引导房地产企业和建筑业向追求高质量、新科 技、好服务转变,更好满足群众高品质住房需求。要统筹推进保障性住房、城中村改造 和"平急两用"基础设施建设,有序推动老旧小区、危旧房改造和青年社区建设,健全多主体 供给、多渠道保障、租购并举的住房制度。要落实好房地产支持政策,做好保交房工作,推 动我市房地产市场持续企稳回升。 郭元强强调,要把握新一轮科技革命和产业变革机遇,推动人工智能技术与建造技术深 度融合,加大智能建造在工程建设各环节应用,形成涵盖科研、设计、生产加工、施工装配 等全链条的智能建造产业体系,促进建筑业提质增效和转型升级。建筑和房地产相关企业要 主动转型,增加绿色、低碳、智慧产品供给,对现有项目进行精细化运营,积极探索适合自 身发展的新模式,拓展发展新空间。相关部门要及时了解企业需求,加大服务力度,切实解 决企业实际困难。 市领导陈劲超、曾晟、沈悦参加调研及座谈。 编辑:代婧怡 6月11日,省委常委、市委书记郭元强调研城市更新和构建房地产发展新模式。他强 调,要深入学习贯彻习近平总书 ...
政策高频 | 习主席同美国总统通电话(申万宏观·赵伟团队)
赵伟宏观探索· 2025-06-11 23:41
报告正文 2.政策高频:习主席同美国总统通电话 2.1习近平主席同美国总统特朗普通电话 6月5日,习近平主席同美国总统特朗普通电话,韩正副主席会见美方代表团。电话中,习近平主席表 示,双方要用好已经建立的经贸磋商机制,秉持平等态度,尊重各自关切,争取双赢结果。美方应实事求是 看待取得的进展,撤销对中国实施的消极举措。特朗普总统表示,美中关系十分重要。美方乐见中国经济保 持强劲增长,美方将继续奉行一个中国政策。美方欢迎中国留学生来美学习。韩正副主席会见美方代表团时 表示,希望中美高级别二轨对话能不断汇聚两国有识之士的真知灼见,增进美国各界对中国的了解和理解, 共同推动中美关系稳定、健康、可持续发展。 2.2《政务数据共享条例》推出 6月3日,李强总理签署国务院令公布《政务数据共享条例》。条例旨在推进政务数据安全有序高效共享 利用,提升政府数字化治理能力和政务服务效能。规定政务数据实行统一目录管理,并细化数据共享使用要 求,构建一体化政务数据体系,明确各环节安全责任。政务数据的有序共享有利于打破现存的"数据孤岛"现 象,提高政府工作效率,助力经济效率发展。政务数据共享也将推动政府数字化转型将对政府的治理理念、 治 ...
发挥历史文化在城市更新中的作用(专题深思)
Ren Min Ri Bao· 2025-06-11 22:11
城市是人民幸福生活、百姓安居乐业的重要载体,城市更新是推动城市高质量发展的综合性、系统性战 略行动。4月25日召开的中共中央政治局会议指出:"加力实施城市更新行动"。在这一过程中,历史文 化发挥着重要作用。习近平总书记高度重视历史文化在城市发展、城市更新中的作用,强调"历史文化 是城市的灵魂,要像爱惜自己的生命一样保护好城市历史文化遗产""保护好传统街区,保护好古建筑, 保护好文物,就是保存了城市的历史和文脉"等;5月19日至20日在河南考察时进一步强调"文旅融合前 景广阔,要推动文旅产业高质量发展,真正打造成为支柱产业、民生产业、幸福产业"。前不久印发的 《中共中央办公厅国务院办公厅关于持续推进城市更新行动的意见》明确要求"坚持保护第一、应保尽 保、以用促保,在城市更新全过程、各环节加强城市文化遗产保护",并提出到2030年城市更新行动实 施取得重要进展的主要目标,其中包括"文化遗产有效保护,风貌特色更加彰显",充分体现了以习近平 同志为核心的党中央对在城市更新中加强历史文化传承利用的重视。贯彻落实习近平总书记重要讲话精 神和党中央决策部署,既要保护好、传承好城市的历史文脉,又要充分发挥历史文化对城市更新的 ...
上海张园创新施工方式 机器人巧搬石库门
Ren Min Ri Bao· 2025-06-11 22:06
张园中区施工难度最大的区域,是采用原位顶升托换技术的7栋老建筑,其中最知名的就是始建于1928 年的"张园大客堂"。上世纪40年代,这里曾是向许多有志青年开展爱国主义和革命理想教育的"树群夜 校"。在桩基阶段,二建集团通过研发的迷你"坦克"——自行走低净空钻孔灌注桩桩机、自行走MJS旋 喷桩桩机,在老建筑内大显身手。它们由无线遥控器控制行走、折叠、转向,自由进出门洞,在房屋内 打下一排排工程桩。 章谊介绍,为了满足超低净空的施工条件,团队专门定制生产了小型挖土机器人,采用折叠式机械臂和 底盘集成设计,融合履带—轮式复合驱动技术,能在宽度不足1.2米的石库门里弄巷道内自主转向移 动。基于深度学习算法,挖土机器人还可准确区分黏土与障碍物,实现智能清障和路径规划。 上海静安置业集团副总经理陈汝俭介绍,此次张园地下三层空间开发深15米,可释放5.3万平方米空 间,将综合设置商业、文化、地下停车等设施,并实现轨道交通2、12、13号线南京西路站内换乘。待 张园整体开放后,将实现整个街区地上、地下空间的贯通及与周边楼栋、商场、街区的互联互通,形成 重历史文化、强沉浸体验的城市更新案例。 (文章来源:人民日报) 432个小 ...
河南发布深入实施城市更新重点工程三年行动计划
news flash· 2025-06-11 15:10
河南发布深入实施城市更新重点工程三年行动计划 智通财经6月11日电,河南省人民政府办公厅印发《河南省深入实施城市更新重点工程三年行动计划 (2025—2027年)》。其中提出,2025年,"一主两副"城市(郑州、洛阳、南阳市)建设20个左右完整 社区,郑州都市圈其他城市分别建设2个完整社区;全省开工改造城镇老旧小区1459个,新建、改造雨 水管网1200公里,新增污水处理能力30万吨/日。到2027年,"一主两副"城市和郑州都市圈城市一半以 上社区建成完整社区,其他城市建设一批完整社区,城市安全韧性持续增强,治理效能全面提升,人民 群众获得感、幸福感、安全感显著增强。 ...
6月11日晚间央视新闻联播要闻集锦
Group 1 - The Chinese government emphasizes the importance of internet civilization as a key component of social civilization and a crucial area for building a strong internet nation, highlighting significant achievements in this area since the 18th National Congress of the Communist Party [7][6] - The government aims to cultivate a positive and healthy online culture, contributing to the construction of a strong nation and the rejuvenation of the nation [7][6] Group 2 - The latest data from the China Logistics and Purchasing Federation indicates that the e-commerce logistics index reached 111.6 points in May, with the total business volume index hitting a record high of 130.2 points for the year [12] - The China Automobile Industry Association reports that from January to May, automobile production and sales exceeded 12.82 million and 12.75 million units, respectively, with year-on-year growth of 12.7% and 10.9% [13] - China's trade with Africa reached a historical high in the first five months of the year, with imports and exports totaling 963.21 billion yuan, marking a year-on-year increase of 12.4% [14]