Core Viewpoint - The implementation of the new "Residential Project Standards" aims to enhance housing quality in China, focusing on safety, comfort, sustainability, and intelligence in residential construction [1][3]. Summary by Relevant Sections Objectives and Key Requirements - The primary goal of the new standards is to construct "safe, comfortable, green, and intelligent" homes [3]. - The standards encompass various construction requirements, including scale, layout, and functionality, providing a comprehensive framework for what constitutes a "good house" [3]. Specific Changes in Standards - The new standards set a minimum floor height of 3.0 meters for residential projects, with living and bedroom heights not less than 2.6 meters, aimed at improving living quality through better ventilation and lighting [5]. - The sound insulation performance of external windows has been increased from 30 decibels to 35 decibels, along with enhanced wall and floor sound insulation to address noise disturbances [7]. - The standards emphasize inclusivity, catering to the needs of all age groups, with specific provisions for children's activity areas and accessibility features for the elderly [7]. Implementation and Community Impact - The new standards apply to all new housing projects, including affordable housing, and allow for flexibility in existing structures during renovations [7]. - Local governments are actively working towards meeting the diverse housing needs of the population, reflecting a shift from merely providing shelter to offering quality living environments [9]. - The "Good House" design competition initiated by the Ministry of Housing and Urban-Rural Development aims to translate ideal housing concepts into practical community designs [11]. Urban Renewal and Technological Integration - Urban renewal efforts have seen significant progress, with nearly 280,000 old urban communities undergoing renovation since 2019, benefiting approximately 120 million people [15]. - Advanced construction techniques, such as modular building, are being employed in the renovation of older buildings to enhance living conditions while minimizing disruption [16][18]. Future Outlook - The definition of a "Good House" is evolving, with an emphasis on quality materials, construction, design, and service, requiring a collaborative effort across the housing construction sector [18]. - The ongoing digital and green transformation in the construction industry is expected to further improve housing quality and affordability for ordinary families [18].

21世纪经济报道记者唐韶葵上海报道 近年来，房子隔音差成为居民投诉比较高频的事件，住宅隔音问题成为影响居住品质的突出矛盾。楼板 撞击声引发的邻里纠纷、分户墙隔音不足导致的隐私泄露、交通干道旁住宅的噪声超标，以及电梯运行 产生的持续性干扰，均成为投诉焦点，甚至引发跨部门申诉。 住宅隔音，市场潜力巨大。闫国军透露，从市场规模看，我国每年新建住宅约6亿～7亿平方米，存量住 宅超400亿平方米，按《住宅项目规范》要求，新建项目需100%落实隔声措施，存量改造每年更新量达 10亿平方米，形成千亿级市场空间。 在住房消费从"有居"向"优居"转型升级的关键时期，"好房子"已成为我国住宅建设领域的核心命题。 2025年政府工作报告首次将"好房子"概念写入政策文本，明确提出建设安全、舒适、绿色、智慧的高品 质住宅。而住宅隔音性能作为衡量居住舒适度的核心指标，正倒逼行业掀起一场深刻的技术革新。伴随 《住宅项目规范》（GB 55038 - 2025）于5月1日起强制实施，我国住宅建设正式迈入"静音化"发展新阶 段。 中国建筑科学研究院声环境研究中心主任闫国军指出，房地产行业虽面临调整，但隔声市场逆势上扬， 政策刚性要求与居民改善需 ...

证券研究报告|行业定期报告 2025 年 05 月 12 日 降准降息推进稳楼市，"好房子"时代头部品牌受益 建材行业定期报告 中游制造/建材 本周（2025/5/5-2025/5/10）建材动态：水泥需求有所减弱，价格回落延续； 浮法玻璃市场价格下滑，出货普遍较弱；玻纤中，无碱粗纱市场价格调后暂 稳，电子纱市场稳价为主。周内降息释放积极信号，"好房子"建设要求利 好消费建材头部品牌。 推荐（维持） 行业规模 | | | 占比% | | --- | --- | --- | | 股票家数（只） | 96 | 1.9 | | 总市值（十亿元） | 769.4 | 0.9 | | 流通市值（十亿 | 704.0 | 0.9 | 行业指数 % 1m 6m 12m 绝对表现 8.5 -6.1 0.6 相对表现 4.2 0.2 -4.4 资料来源：公司数据、招商证券 -30 -20 -10 0 10 20 May/24 Aug/24 Dec/24 Apr/25 (%) 建材 沪深300 相关报告 1、《建材行业定期报告—提振内需 预期加强，地产企稳助力估值修复》 2025-04-22 2、《建材行业定期报告—提振内需 预 ...

Core Viewpoint - The "Good House" initiative aims to enhance the quality of housing in China, focusing on safety, comfort, sustainability, and intelligence, responding to the growing demand for improved living conditions among residents [1][5]. Group 1: Project Implementation - The first "Good House" project, named "Longhu·Guancui," has been successfully launched in Beijing's Changping District, winning the first prize in a design competition for its innovative green, low-carbon, and smart design features [2][5]. - The project includes open public spaces and a well-thought-out layout that enhances community interaction and living experience, such as a central rain corridor and a three-entry layout that improves the sense of belonging [3][4]. Group 2: Design and Features - The design incorporates features like open balconies that do not count towards the building's floor area ratio, increasing usable space by approximately 8% [3][6]. - The project emphasizes shared spaces for various age groups, including areas for children and seniors, and integrates commercial facilities to enhance community life [4][8]. Group 3: Policy Support - The successful implementation of the "Good House" project is supported by new policies and standards from the Beijing government, which aim to ensure high-quality residential construction [5][6]. - The introduction of guidelines for high-quality residential design emphasizes sustainability, convenience, and aesthetic harmony, providing a framework for future developments [5][6]. Group 4: Market Impact - Properties certified as "Good Houses" are expected to have stronger value retention and appreciation in the secondary market, driven by enhanced quality and space efficiency [8][9]. - The initiative is anticipated to stimulate consumer spending by offering better quality housing at similar price points, thus positively impacting the real estate market [8][9]. Group 5: Future Directions - The "Good House" concept is not limited to new constructions but also aims to guide the renovation of old neighborhoods and urban renewal projects, setting a standard for future developments [7][10]. - A holistic approach is being advocated, focusing on not just the buildings but also the surrounding infrastructure and services to create a comprehensive living environment [9][10].

Core Viewpoint - The Beijing real estate market is showing signs of recovery, with significant increases in new residential property transactions following favorable government policies aimed at boosting credit and lowering mortgage rates [1][2]. Group 1: Market Trends - From May 1 to May 5, the net signed transactions for new residential properties in Beijing reached 302 units, a year-on-year increase of 114%, with a total area of 34,200 square meters, up 107% [1]. - In the first four months of the year, the cumulative transaction volume for new residential properties in Beijing was 12,689 units, nearly flat compared to the previous year [1]. - The market is experiencing a trend of differentiation, with a growing demand for high-quality properties, indicating a shift towards a "good house" era where competition intensifies [1][5]. Group 2: Consumer Demand - Over 70% of current market transactions are driven by buyers seeking improved living conditions, who have higher expectations regarding location, price, and property quality [5]. - The demand for properties with features such as ceiling height, layout, usable area, and landscaping design is increasing, which challenges developers' capabilities [5]. Group 3: Product Innovation - The "Zhaoshang Sequence" project is positioned as a "good house" in Yizhuang, featuring innovative designs such as balconies, elevated first floors, and weather-protected corridors [8]. - The project has incorporated extensive market research, analyzing over 200 potential buyers to understand their housing needs [8][10]. - The design includes a 150-meter covered corridor connecting various community facilities, enhancing social interaction and usability during harsh weather [10]. Group 4: Educational Value - Yizhuang's educational resources have become a significant draw, with substantial annual investments in education and a strong network of quality schools [14][19]. - The area has seen a consistent economic growth rate, with a GDP of 364.93 billion yuan in 2024, marking a 9% increase, and attracting over 1,300 foreign enterprises [19]. - The combination of product innovation and educational certainty is reshaping the market, as buyers increasingly value these factors over traditional location-based metrics [19].

Core Viewpoint - The implementation of the new "Residential Project Standards" starting May 1 aims to enhance living quality and drive transformation in the real estate industry, focusing on safety, comfort, sustainability, and innovation in residential construction [1][5][8]. Group 1: New Regulations and Market Response - The new regulations mandate a minimum ceiling height of 3 meters and require elevators in residential buildings with four or more floors, which is expected to improve living conditions [1][5]. - The launch of projects that meet the "good housing" standards has attracted significant buyer interest, as seen in Shanghai and Yantai, where new developments sold out quickly [1][3]. - Developers are increasingly focusing on high-quality housing that emphasizes smart home features, green living, and comprehensive amenities to meet evolving consumer demands [3][4]. Group 2: Quality and Innovation in Housing - The new standards are anticipated to drive further upgrades in housing quality and innovation, with a focus on flexible layouts and shared community spaces [5][7]. - The regulations also emphasize the importance of natural light, sound insulation, and energy efficiency, which are critical for modern residential design [5][6]. - The shift towards "good housing" reflects a broader trend in the industry, moving from basic housing needs to a focus on livability and environmental integration [4][9]. Group 3: Impact on Real Estate Market - The elevation of national housing standards is expected to compel real estate companies to innovate in product development and construction techniques, potentially stimulating demand for improved housing options [8][9]. - The new regulations may create a divide in the market, benefiting high-quality developments while potentially disadvantaging lower-quality projects that do not meet the new standards [10][11]. - The focus on upgrading older housing stock through renovations and improvements aligns with the new standards, potentially increasing the market value of older properties [10][11].

每经记者｜包晶晶 每经编辑｜陈梦妤 "房企不再唯销售金额论，在销售策略方面也开始'一城一策'，聚焦高质量发展，提升签约回款率，以优质项目修复毛利率。"中指研究院研究主管王琳在5 月6日举行的中指市场形势及企业研究成果分享会上分析。 今年前4个月，百强房企累计销售总额约11198.6亿元，同比下降10.2%，降幅较1～3月基本持平。4月单月，百强房企销售额同比下降16.9%，较3月单月降幅 有所扩大。 但从5月首周市场情况来看，北京、上海、杭州、南京、成都等重点城市仍有多个优质项目入市，以中高端改善产品为主。加之央行降准降息"靴子落地"， 多家机构均认为5月房地产市场有望继续修复。 房企不再唯规模论 "无论投资、营销还是产品，房企都选择了精准投资，效率为先，同时聚焦好房子，加速去化增量与存量。上市房企已鲜少提及具体销售目标，大多以近年 平均水平为基准，说明房企不再唯销售金额论。"王琳说。 据中指研究院统计，今年前4个月，保利发展累计销售额876亿元，领跑百强；绿城中国和华润置地累计销售额分别为710.2亿元和685亿元，排在第二和第三 位；中建壹品、中国中铁、鸿荣源集团等累计销售额进入前20名。 | 排名 | ...

华夏时报（www.chinatimes.net.cn）记者 刘诗萌 北京报道 过去几年来，在房地产供求关系发生重大变化的背景下，好房子、好小区、好社区、好城区"四好"技术标准体系 成为房地产行业转型升级、构建新发展模式的重要政策抓手。2025年3月，"好房子"首次写入政府工作报告，住建 部部长倪虹也在民生记者会上预告，在组织编制《好房子建设指南》、修订《住宅项目规范》时，将住宅的层高 标准提高到不低于3米。 5月1日，作为"好房子"的国家标准，新版《住宅项目规范》（下称《规范》）正式实施。过去两年间，北京、深 圳、杭州、成都等热门城市都曾出台"好房子"相关标准，而此次新规的实施，意味着一场居住革新行动将在全国 范围内全面开展，以住房建设的品质化升级，重新塑造房地产行业生态。 住宅基础性要求提升 "好房子"是今年以来房地产政策着墨最多的重点之一。不过，回顾近几年的政策脉络会发现，"好房子"概念本身 就是在当前市场发展新阶段应运而生的。2023年年初的全国住房城乡建设工作会议上，建筑业被单独强调，要求 建筑业作为重要的实体经济，守住为社会提供高品质建筑产品的初心。其中也提到，要下功夫抓住宅，开展设计 竞赛，打造优 ...

Group 1 - The core viewpoint of the article highlights a significant increase in the real estate market activity in Guangzhou during the "May Day" holiday, with notable increases in both visitor numbers and sales transactions compared to the previous year [4][11] - The number of visits to major residential projects in Guangzhou increased by 30% year-on-year, while the subscription volume surged by 73% during the holiday period [4][11] - Several projects reported impressive sales figures, such as the Poly Tianyao with 5,000 visits and over 200 units sold, and the sales revenue of the Guangzhou Metro Real Estate projects exceeding 15 billion yuan [6][10] Group 2 - Developers actively promoted new products and sales activities, with over 3,700 new homes registered before the holiday, indicating a strategic push to attract buyers [5][9] - The competitive landscape among developers intensified, with major players like Yuexiu Real Estate and Poly Group reporting over 6,000 visits and sales exceeding 1,000 units during the holiday [9][10] - The market is characterized by a focus on high-quality properties, with developers responding to consumer demand for better quality and value, leading to a "quality over quantity" approach in new home offerings [11][17] Group 3 - The second-hand housing market also showed resilience, with an average daily transaction volume of 371 units during the holiday, despite facing competition from new homes [12][16] - The average transaction price for second-hand homes in Guangzhou fluctuated between 23,700 yuan and 31,100 yuan per square meter, reflecting a diverse pricing landscape [12][16] - The overall market sentiment remains positive, with expectations of a rebound in second-hand transactions following the holiday, supported by ongoing policy measures aimed at stabilizing the housing market [17]

热点城市平均涨幅超80% 中原地产统计数据显示，热点城市五一假期整体楼市相比去年同期平均涨幅都超过80%，但环比4月则 均有下调。以北京为例，5月5日北京二手房网签28套，5月共网签109套，同比上涨接近100%。 实际上，五一假期前市场就出现了先行指标季节性盘整。中原地产数据显示，在新房方面，重点40城周 度成交量环比上升23%；新房来访指数为0.36，处于历年长假前夕的平均水平。在二手房方面，市场总 体平稳且优于去年同期，重点15城周度成交量环比上升8%，一线城市中原报价指数总体微升。 广东省住房政策研究中心首席研究员李宇嘉称，今年五一假期，广州楼市新房成交明显好于去年。广州 贝壳数据显示，4月27日—5月3日，贝壳广州新房成交超过1000套，明显高于去年同期。从广州市场来 看，中心区几个改善型新盘五一假期的来访、认购量均较为火热。比如，广州保利9个项目五一假期来 访超过5000组，认购超过15亿元，约在150—200套。 今年以来，一些重点城市楼市逐步回暖。以北京市场为例，数据显示，4月1日至29日，北京新建商品房 网签成交3010套，同比上涨30%；网签成交均价为65178元/平方米，同比上涨15%。 ...