近日，中办、国办印发《关于持续推进城市更新行动的意见》（以下简称《意见》），提出到2030年， 城市更新行动实施取得重要进展。5月20日，国务院新闻办举行新闻发布会，住房城乡建设部等部门相 关负责人介绍了有关情况。 有何变化？ 推进好房子、好小区、好社区、好城区"四好"建设 ——抓规划，建立专项规划、片区策划、项目实施方案的规划实施体系。自然资源部总规划师张兵表 示，自然资源部通过建立自然资源管理和国土空间规划"一张图"，加强存量资源资产调查，摸清数量、 权属和利用情况，并落实"老城不能再拆"的要求，针对性开展城市内部自然和人文历史方面的空间要素 调查，形成统一的底图底数。在"一张图"上推动完善调查、登记、权益、规划、用途管制、执法督查等 全生命周期管理，畅通部门间数据共享，真正实现把资产管起来、让资源用起来、让城市活起来。"我 们支持各地编制城市更新专项规划，健全'定期体检、五年一评估'制度，持续对自然、人文历史等各类 资源资产开发保护状况进行动态监测预警。"张兵说。 ——抓落实，建立城市更新政策协同机制。《意见》在用地、财税、金融等方面明确了一系列支持政 策。秦海翔表示，住房城乡建设部将会同相关部门建立政 ...

5月20日，国新办举行新闻发布会，介绍《关于持续推进城市更新行动的意见》有关情况。多部门相关 负责人在新闻发布会上表示，将于今年6月底前下达2025年城市更新专项中央预算内投资计划，在"两 重"建设超长期特别国债资金安排中，将继续对城市地下管网及设施建设改造项目给予支持。扩大地方 政府专项债投向领域和用作项目资本金范围，加大对城市更新相关项目的支持。研究出台专门的城市更 新项目贷款管理办法，明确贷款条件标准，满足城市更新行动金融需求。 用好地方政府专项债券 国家发展改革委固定资产投资司负责人赵成峰表示，2025年中央预算内投资专门设立城市更新专项，支 持城市更新相关公益性基础设施和公共服务设施建设，在已支持城镇老旧小区改造、城中村改造等项目 的基础上，扩围支持城市危旧住房、老旧街区（厂区）转型提质等工程。 "目前，我们正在抓紧组织计划申报和项目评审等工作，将于今年6月底前下达2025年城市更新专项中央 预算内投资计划。"赵成峰说，同时，在"两重"建设超长期特别国债资金安排中，将继续对城市地下管 网及设施建设改造项目给予支持。此外，用好地方政府专项债券，继续支持符合条件的城市更新项目建 设。 在健全多元化投融资 ...

在加大资金投入的同时，郭方明透露，财政部落实好税费优惠政策，如企业所得税"三免三减半"，城镇 土地使用税、城市基础设施配套费、教育费附加减免等。下一步，将继续通过这些渠道持续发力。 2024年起，中央财政支持部分城市实施城市更新行动，首批支持包括石家庄、太原、沈阳、上海等在内 的15个城市。郭方明透露，今年，住建部将和财政部再选拔第二批20个城市。 国新办20日举行新闻发布会，介绍《关于持续推进城市更新行动的意见》有关情况。中国财政部经济建 设司司长郭方明在此间透露，中央财政聚焦城市更新重点任务，强化财政政策和资金保障。"十四五"以 来，共安排中央补助资金约1594亿元(人民币，下同)，支持城镇老旧小区改造。 他还透露，2023年以来安排中央补助资金153亿元，支持推进城中村改造。"十四五"期间安排中央补助 资金约600亿元，支持60个城市系统化全域推进海绵城市建设，带动总投资1600亿元。2024年安排中央 预算内投资、超长期特别国债、增发国债等资金超过4250亿元，支持地方开展城镇燃气管道更新改造、 城市排水防涝提升工程等项目。 中央财政加大对城市更新行动的支持。 此外，中央财政还聚焦财政金融政策协同，推 ...

Group 1 - Xi Jinping emphasized the need for high-quality development and effective governance during his inspection in Henan, aiming to promote modernization in the Central Plains region [4][5] - The Chinese government plans to introduce multiple measures to support urban renewal initiatives [8] - The National Development and Reform Commission reported that various macroeconomic policies have been effective this year, leading to an expansion of domestic demand and improved economic performance [9] Group 2 - The State Grain and Material Reserves Administration announced that the new season's summer grain procurement is expected to reach approximately 200 billion jin [10] - The efficiency of wheat harvesting has significantly improved this year as major wheat-producing regions enter the harvest period [11] - The national railway system reported a total cargo shipment of 1.299 billion tons from January to April, reflecting a year-on-year increase of 3.6% [12]

Group 1 - The Chinese government is focusing on modernizing the industrial system and strengthening agriculture to improve people's livelihoods and enhance social governance [3] - The government aims to promote ecological environment protection and cultural prosperity as part of its high-quality development strategy [3] Group 2 - The meeting between Wang Huning and the Mexican Speaker of the House emphasized the commitment to deepen practical cooperation and strengthen cultural exchanges between China and Mexico [4] - Both sides expressed a desire to enhance collaboration in trade, technology, education, and training [4] Group 3 - The Ministry of Housing and Urban-Rural Development announced plans to improve living conditions in urban areas, focusing on the renovation of old residential communities [5][6] - Financial support will be provided through tax incentives and increased funding for urban renewal projects [5][6] Group 4 - The National Development and Reform Commission reported that multiple macroeconomic policies have been effective in expanding domestic demand, with fixed asset investment projects totaling 573.7 billion yuan approved in the first four months of the year [7][8] - The sales of automobiles, home appliances, and digital products reached approximately 830 billion yuan as of May 5 [8] Group 5 - The National Food and Strategic Reserves Administration announced that summer grain procurement is set to reach around 200 billion jin, with preparations already in place for the peak season [9] - The railway sector reported a total cargo shipment of 1.299 billion tons from January to April, reflecting a year-on-year growth of 3.6% [10]

Group 1 - Xi Jinping emphasized the need to strengthen confidence in promoting high-quality development and efficient governance during his inspection in Henan, aiming to write a new chapter for the modernization of the Central Plains [1] - The new season's summer grain purchase volume is expected to reach approximately 200 billion jin [7] - From January to April, the national railway has cumulatively sent 1.299 billion tons of goods [9] Group 2 - Multiple macroeconomic policies continue to exert positive effects, leading to an improved economic operation [6] - In April, China's cross-border capital flow showed a net inflow [11][11] - The loan market quotation rate decreased by 10 basis points in May [11]

Group 1 - Xi Jinping emphasized the need to strengthen confidence in promoting high-quality development and efficient governance during his inspection in Henan, aiming to write a new chapter in advancing Chinese-style modernization [1][1][1] - Multiple macroeconomic policies are continuously being implemented to improve economic performance [6][6][6] - The new season's summer grain purchase volume is expected to reach approximately 200 billion jin [7][7][7] Group 2 - From January to April, the national railway sent a total of 1.299 billion tons of goods [9][9][9] - In April, China's cross-border capital showed a net inflow overall [11][11][11] - The loan market quotation rate decreased by 10 basis points in May [13][13][13]

Group 1 - The Ministry of Housing and Urban-Rural Development, along with multiple departments, introduced the "Opinions on Continuing to Promote Urban Renewal Actions," focusing on financial support for urban renewal projects [1] - In 2024, the first batch of 15 cities will be selected for urban renewal, with an additional 20 cities to be chosen later this year [1] - Key areas of focus include upgrading urban infrastructure such as drainage, gas, and heating systems, as well as promoting consumer-oriented infrastructure in old neighborhoods [1][2] Group 2 - A total of approximately 600 billion yuan has been allocated for central subsidies during the "14th Five-Year Plan" period to support the construction of sponge cities across 60 cities, leading to a total investment of 1,600 billion yuan [2] - In 2024, over 4,250 billion yuan will be allocated for urban gas pipeline updates and urban drainage improvement projects [2] - The government aims to enhance the collaboration between fiscal and financial policies to establish a diversified financing mechanism for urban renewal projects [2][3] Group 3 - The central government plans to establish a special fund for urban renewal in 2025, focusing on public infrastructure and services, expanding support to include dilapidated housing and old neighborhoods [3] - Innovative financing models will be promoted to engage market participation and improve investment efficiency, including public-private partnerships and real estate investment trusts (REITs) [3] - Financial institutions will be guided to support urban renewal projects through various financial instruments, including loans and investments from insurance and trust companies [4] Group 4 - The financial regulatory authority will encourage financial institutions to increase credit support for urban renewal, particularly in areas like infrastructure and major project construction [4] - There is a need to attract bank credit and social capital for urban renewal, emphasizing the importance of creating shared benefits for residents and investors [4] - The government aims to establish a comprehensive funding mechanism by 2030, involving multiple stakeholders in urban renewal financing [4]

Core Viewpoint - The Ministry of Natural Resources is implementing a unified spatial planning approach, referred to as "one map," to support urban renewal initiatives by enhancing resource management and spatial planning [1] Group 1: Urban Renewal Support - The initiative aims to strengthen the investigation of existing resource assets, clarifying their quantity, ownership, and usage [1] - The "one map" approach will facilitate comprehensive lifecycle management, including investigation, registration, rights, planning, usage control, and law enforcement [1] - The Ministry plans to collaborate closely with the Ministry of Housing and Urban-Rural Development to identify issues and enhance policy supply for effective urban renewal [1]

房地产 房地产 新房二手房成交面积环比增长，持续推进城市更新行 《物管发展节奏更沉稳，Reits 迎来新 机遇—行业深度报告》-2025.5.16 《新房二手房成交面积同环比下降， 央行再度下调 LPR 25BP—行业周报》 -2025.5.11 《2025 年 1-4 月百强销售金额点评： 1-4 月百强销售同比收缩，建发华发单 月销售表现靓眼—行业点评报告》 -2025.5.8 齐东（分析师） 胡耀文（分析师） 杜致远（联系人） qidong@kysec.cn 证书编号：S0790522010002 huyaowen@kysec.cn 证书编号：S0790524070001 duzhiyuan@kysec.cn 证书编号：S0790124070064 核心观点：新房二手房成交面积环比增长，持续推进城市更新行动 2025 年 05 月 18 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -36% -24% -12% 0% 12% 24% 2024-05 2024-09 2025-01 房地产 沪深300 相关研究报告 投资端：2025 年第 20 周，全国 100 大中城市推出土地规划建筑面积 1 ...