习近平总书记强调："积极实施城市更新行动，增强发展潜力、优化发展空间，推动城市业态、功能、 品质不断提升。" 近日，自然资源部联合住房城乡建设部发布《关于进一步支持城市更新行动若干措施的通知》（以下简 称《通知》），深化细化《支持城市更新的规划与土地政策指引（2023版）》，着力破解城市更新中的 政策堵点，强化规划与土地政策融合。 《通知》出台有何考量？如何破解各地遇到的问题？对推动产业发展、增进民生福祉有哪些帮助？记者 进行了采访。 优化过渡期支持政策 工业遗址变身潮流地标，"老破小"蜕变成"好房子"，"口袋公园"传递民生"微幸福"……我国城市更新取 得积极进展，城市面貌焕然一新，经济业态更加丰富，民生福祉不断增进。 随着城市更新行动的深入，新问题显现出来，"我们发现在详细规划适应性、存量土地和建筑的临时利 用、不动产登记等方面仍存在一些堵点，需要予以解决。"自然资源部国土空间规划局局长谢海霞表 示，《通知》对相关问题解疑释惑，助力各方高质量推进城市更新。 "《通知》支持地方结合新产业、新业态发展需求，制定土地混合开发和空间复合利用正面清单，项目 实施中符合正面清单的，即在后续管理上视为符合详细规划，免去调 ...

Core Insights - The provincial housing and urban-rural construction work conference in Zhengzhou outlined the achievements in the housing sector for 2025 and established a roadmap for 2026, focusing on nine key areas to promote high-quality transformation and development in housing and urban-rural construction [1] Group 1: Achievements and Goals - In 2025, the province achieved significant results, including the renovation of 246,000 old residential units, the construction of 390 "pocket parks," and the installation of 29,000 public charging stations, exceeding the provincial key livelihood project targets [1] - The province aims to implement urban renewal vigorously, enhance urban governance, promote high-quality real estate development, and accelerate the upgrading of the construction industry [1] Group 2: Urban Renewal Initiatives - The province will focus on five key projects to advance urban renewal, including improving regulatory policies, enhancing coordination mechanisms, and exploring diversified financing models [2] - Plans include renovating over 2,000 old elevators, constructing or upgrading 500 kilometers of urban roads, and building 15,000 public charging stations and 100 "pocket parks" [2] Group 3: Real Estate Market Stabilization - The province aims to stabilize the real estate market by promoting "selling old to buy new" initiatives and utilizing funds for the acquisition of existing residential properties for affordable housing [2] - Efforts will include increasing the construction of affordable housing through new builds, renovations, and stock conversions, as well as improving housing quality standards [2] Group 4: Construction Industry Upgrades - The province will continue to regulate the construction market and promote new construction methods while deepening reforms in key areas such as integrated urban water supply and drainage [3] - Reforms will also include expanding the scope of housing provident fund withdrawals and loans, particularly for flexible employment and new labor forms [3]

（来源：团结报） 转自：团结报 □ 傅志斌 实施城市更新行动，是推动城市高质量发展、不断满足人民美好生活需要的重要举措。2025年5月，中 共中央办公厅、国务院办公厅印发的《关于持续推进城市更新行动的意见》明确提出，"全面开展城市 体检评估，建立发现问题、解决问题、评估效果、巩固提升的工作路径"。 当前，多地城市发展已全面进入存量提质增效和减量双控的关键阶段，城市更新成为推动城市品质提升 和高质量发展的核心抓手。在这一深刻转型期，传统依赖经验判断和零散项目驱动的更新模式，已难以 应对超大城市复杂系统治理的挑战。部分更新项目存在目标失准、效益不彰、重复建设等问题，其根源 在于前期缺乏对城市"机体"健康状况的系统性、科学化诊断。 为将城市体检制度优势切实转化为推动城市高质量发展的强大治理效能，笔者提出以下建议： 贯彻落实"先体检、再更新，无体检、不更新"的刚性工作原则与管理闭环。强化制度约束，明确规定将 城市体检报告作为编制城市更新专项规划、年度计划以及审批具体更新项目（特别是纳入市级清单的重 点项目）的强制性前置依据。在项目立项、方案联审、资金批复等关键环节，必须核实体检结论的引用 与问题响应情况。完善管理流程 ...

Core Viewpoint - The company, Qidi Design, is showing a significant improvement in its financial performance for the year 2025, with a reduction in net losses by up to 40% and a more than 70% narrowing of the net profit attributable to the parent company, indicating a clear trend of recovery in profitability [1] Group 1: Financial Performance - The company reported a substantial reduction in losses, with net profit decreasing by up to 40% year-on-year and a more than 70% reduction in net profit after deducting non-recurring gains and losses [1] - The improvement in core operational indicators demonstrates the company's strong operational resilience during the industry adjustment period, laying a solid foundation for future profitability [1] Group 2: Strategic Initiatives - In response to industry fluctuations and external pressures, the company has actively optimized its operational strategy for 2025, focusing on core business areas, controlling operational risks, and enhancing quality and efficiency [1] - The company has improved its operational quality by eliminating historical goodwill impairment and implementing refined management practices to control costs and optimize resource allocation [1] Group 3: New Business Developments - The company has made significant breakthroughs in new productivity-related fields, particularly in urban renewal, AI new infrastructure, and intelligent emerging industries, which inject new momentum into its performance recovery [1] - In the urban renewal sector, the company has won 10 awards at the "2025 Asian Urban Renewal Awards," showcasing its achievements in various projects, including the Suzhou Sports Center renovation [2] - In the AI new infrastructure domain, the company secured a contract for the "Henan Airport Intelligent Computing Center" project, with a total signed construction price of 860 million yuan, indicating its strong position in this emerging market [2] - The company is also involved in the "China-Singapore Embodied Intelligence Industrial Park," highlighting its role in the intelligent emerging industries sector [3] Group 4: Market Outlook - Analysts believe that the company's significant reduction in losses for 2025 is driven by a dual approach of enhancing quality and efficiency alongside breakthroughs in new business areas [3] - The construction design industry is still in an adjustment cycle, but there is clear policy support and sustained demand for new productivity-related sectors such as urban renewal and AI new infrastructure [3] - The company's prior strategic positioning and project reserves are expected to gradually materialize, becoming a core support for future profitability [3]

Investment Rating - The report maintains a "Market Weight" rating for the building materials industry, indicating that the industry index is expected to perform within ±10% of the market index over the next six months [49]. Core Insights - The building materials industry is experiencing a recovery in profitability, with some consumer building materials products seeing price increases due to rising raw material costs [2][5]. - The cement sector is expected to show resilience in profitability, supported by significant infrastructure projects and urban renewal initiatives in 2026, despite a projected decline in cement production in 2025 [4][41]. - The glass and fiberglass sectors are undergoing structural adjustments, with a focus on high-end products and green transformation, while traditional segments face challenges from real estate market weaknesses [42][43]. - The consumer building materials segment is witnessing a trend of price stabilization and recovery, driven by demand for renovation and urban renewal, despite a slowdown in new construction [44]. Summary by Sections Cement Industry - In Q1 2026, cement companies are expected to implement significant production cuts, with an average shutdown period of 46 days nationwide, aimed at balancing supply and demand [4][41]. - The average cost of P.O42.5 bulk cement is reported at 197 RMB/ton, with a gross profit margin of 17% [4]. - The industry is projected to recover gradually, contingent on effective supply-side policies and infrastructure investment [4][41]. Glass and Fiberglass - The flat glass market is expected to stabilize as production capacity is controlled and environmental standards are enforced, although demand remains weak due to real estate sector challenges [42]. - The fiberglass industry is in a recovery phase, with a focus on eliminating inefficient capacity and enhancing production quality through technological upgrades [43]. Consumer Building Materials - Major companies like Keshun and Sankeshu have announced price increases due to rising costs of raw materials, indicating a trend towards price recovery in the sector [44]. - The demand for renovation and urban renewal is expected to drive growth, while leading companies are enhancing their market share through brand strength and service improvements [44]. Recommended Stocks - The report suggests focusing on companies with strong fundamentals and high dividend yields, including Shangfeng Cement, Tapa Group, and Huaxin Cement [4][45].

会议安排部署了2026年5个方面22项重点工作。一是坚持改革转型，激活经济社会发展的"强劲引擎"。 全力推动房地产市场止跌回稳，着力促进建筑业高质量发展。二是坚持系统谋划，答好城市更新行动 的"时代考卷"。加强科学规划引领，推进重点任务实施，保护传承历史文化，强化要素支撑保障。三是 坚持精工细作，打造城乡融合发展的"典范样板"。编好"十五五"发展规划，增强城市承载能力，提高公 共服务能力，加强城市水环境治理，提升村镇建设水平，强化城市风貌管控。四是坚持以人为本，擦亮 宜居宜业生活的"幸福底色"。持续加强住房保障，提升物业服务水平，推进"公园城市"建设，持续优化 营商环境。五是坚持守牢底线，营造安全稳定发展的"钢铁长城"。加强应急能力建设这个"根本"，推进 生命线工程建设这个"抓手"，做好既有建筑安全管理这个"重点"，强化建筑施工安全监管这个"基础"， 深化城镇燃气安全监管这个"关键"，提升防震减灾综合能力这个"载体"。 会议要求，全市住建系统各级党员干部要把抓好党建作为最大的政绩，牢固树立围绕中心抓党建、抓好 党建促业务的理念，在党建和业务双向赋能中，推动党建"乘数效应"充分释放，让党建的"软实力"成为 住建 ...

我国城市更新工作取得明显成效 加装电梯1.4万部,改善了居住条件 惠及470多万居民 全国新开工改造城镇老旧小区 2025年 ) 2.71万个 499万户 共完成投资1332亿元 据了解,2025年 2025年全国新开工改造 城镇老旧小区2.71万个 打造"口袋公园"4700多 记者1月28日从住房城乡建设部了解到 记者1月28日从住房城乡建设部了解到，2025年，全国新开工改造城镇老旧小区2.71万个、499万 户，共完成投资1332亿元。 新华社发 宋博 制图 ...

"我以前在这里把一只只集装箱送上火车，如今铁轨还在，却变成了可以散步赏景的公园，既亲切又新鲜。"1月28日，62岁的易悦晟带着孙子从临江大 道走进四美塘铁路遗址文化公园。冬日暖阳洒在米黄色的复古月台上，"武昌北站"站牌矗立，眼前一道道铁轨间草海起伏，站边停靠的绿皮火车和他印象中 的画面一样。 日前，自然资源部发布低效用地再开发试点第三批典型案例，四美塘铁路遗址文化公园入选，成为向全国推广的示范样本。 2023年，四美塘铁路遗址文化公园一期对外开放，老铁轨被改造为铁路文化步道，蒸汽机车、内燃机车、客车车厢等铁路元素散布园中。复古工业风 的建筑背景下，穿着皮衣、手持报纸的年轻人摆上造型，纷纷前来拍照。 作为长江百里生态文化长廊的重要节点，四美塘铁路遗址文化公园串联起四美塘公园与武昌江滩。78岁的江延安曾在武昌机务段检修车间工作，如今 住在四美塘社区，"以前在这里参与铁路建设，现在住在这里享受生活。" ■ 老厂房引入新业态 ■ 原汁原味保留工业记忆 "退役"铁轨串联滨江休闲空间 易悦晟是原中铁重工武北厂区厂长，1986年进厂，与铁路相伴了几十年。"1917年起，这里是粤汉铁路的终点站——徐家棚车站。1950年，建起 ...

记者 周楠 鲁迅公园旁的甜爱路上，小小的理发店和织补店外墙被鲜艳的马卡龙色和时尚图案覆盖；拐进山阴 路，几位熟客阿姨仔细看着山阴面馆的新门面，议论着："老灵的！"；不远处，经营了二十多年的"小 克勒"商店已换上崭新门头，蓝色色调与申花队徽巧妙融合。 这是虹口区欧阳路街道255、254片区更新后的一幕寻常光景。前天，为期三个月的"甜蜜生活季"系 列活动拉开帷幕。这片拥有百年历史、面积约16.5公顷的街区，在经历一场以"织补、共生、日常"为内 核的系统更新后，逐渐褪去陈旧与杂乱，在保留原有肌理与烟火气的同时，焕发出温暖、有文艺气息的 新生机。 "针灸"式织补 欧阳路街道255、254片区的故事始于1843年上海开埠之后，其核心区域山阴里原为公共租界边界的 施高塔园，西祥德路则为限制其扩张而生，一路之隔的华界则在宁静住宅区内默默坚守。这片土地上曾 活跃着鲁迅、陈独秀等身影，留存着华德灯泡厂、上海无线电七厂等工业印记，也沉淀下从维多利亚风 格花园洋房、日式里弄到苏联风格公寓楼等丰富的建筑脉络，堪称一座"露天建筑博物馆"。 然而，随着时间流逝，这个片区也面临着所有老城区的典型困境：基础设施老化、公共空间匮乏、 商业业态 ...

更多政策解读、城市月报、房企研究报告 ..... 中指云 就在 \ Q 中指】三场发布会召开，利好消息不断 落地! 《中指解读》根据中指调查数据,当前影响购房者置业的因素中，居民收入不稳定排在首位。 本次发布会进一步明确 2026年宏观政策的发力点放在做强国内大循环上,全方位扩大国内需求，明 确提出"目前有关方面正在研究制定稳岗扩容提质行动和城乡居民增收计划",预计年内将有具体 政策落地,稳定居民收入或收入预期将为购房需求释放奠定重要基础,若更多"投资于人"的举措 出台,也有望为稳定房地产市场发挥积极作用。 三场发布会召开,利好消息不断落地! 1月20日,国新办举行两场新闻发布会,一是请国家发展改革委副主任王昌林介绍落实中央经 济工作会议精神,推动"十五五"实现良好开局有关情况;二是请财政部副部长廖岷介绍发挥积极 财政政策作用,推动经济社会高质量发展有关情况。除此之外,自然资源部召开例行新闻发布会, 发布解读《自然资源部 住房和城乡建设部关于进一步支持城市更新行动若干措施的通知》。同一天, 三个部门召开三场新闻发布会,财政部等多部门推出财政金融促内需一揽子政策,彰显政策协调一 致性,其中多个政策与房地产密切相 ...