9月17日，"观黄河入海住宜居东营"2025东营市房产(济南)推介会在济南市历城区海通芳华悦府营销中心成功举办。 东营市人民政府副市长梁润生，山东省住房和城乡建设厅副厅长麻鹏飞，山东省住房和城乡建设厅房地产市场监管处处长娄保来，山东省房地产业协会 秘书长井坤，东营市住房和城乡建设管理局党组书记张玉明、二级调研员贾相学等相关领导及嘉宾出席，东营市各县区、市属开发区住建部门，济南市 房地产中介与租赁行业协会、济南市东营商会，东营市房地产业协会、参展企业有关负责同志参加。 2025东营市房产(济南)推介会现场 近年来，东营始终把"住有优居"作为头等民生大事，做足"三好六提九完善"文章，用心打磨每一处生活空间，着力建设"安全舒适绿色智慧"的好房子。 以好房子、好环境、好服务为目标，全面提升居住品质。对停车位、"四件套"、层高、电梯、隔音、庭院围墙6个方面进行了提升，优化居住功能。从智 慧化、适老化、园林景观、外立面设置、垃圾分类、文娱设施配置、施工质量、物业服务、城市森林花园住宅9个方面对住房指标体系进行了完善，改善 居住环境。 山东省住房和城乡建设厅副厅长麻鹏飞讲话 东营市人民政府副市长梁润生宣布推介会开幕 东营市 ...

Core Insights - The concept of "Good House" has been incorporated into the government work report for the first time this year, with leading real estate companies actively responding to this initiative [1] - The Zhonghai Real Estate's first "Good House" benchmark project, Wanjijiu Sequence, has emerged as a model for the industry, addressing deep-seated expectations for residential safety, comfort, greenness, and intelligence [1][5] - The collaboration between Daikin and Zhonghai focuses on enhancing air quality in residential spaces, emphasizing that healthy air is crucial for creating comfortable living environments [1][9] Group 1: Project Overview - Wanjijiu Sequence is located in the Jiu Xian Qiao area, which has transformed from a historical electronic industrial base into a vibrant urban space, integrating technology and art [3] - The project aims to upgrade living quality significantly, focusing on the four core elements of safety, comfort, greenness, and intelligence [5] - The "Living OS" smart home system by Zhonghai allows for centralized control of home devices, enhancing the overall living experience [5][11] Group 2: Air Quality Solutions - Daikin's air conditioning solutions are designed to provide "good air," which is essential for a comfortable living environment, featuring advanced technologies like AI sensing for optimal airflow [7] - The air conditioning systems are tailored for different spaces within the home, ensuring that each area meets specific functional needs and personal preferences [7] - The partnership between Daikin and Zhonghai represents a strong collaboration aimed at addressing modern residential needs through innovative air solutions [9][11] Group 3: Industry Standards and Future Directions - The "Good House" policy is set to be fully implemented by 2025, with Zhonghai's parent company, China State Construction Group, leading the way in establishing a comprehensive system of standards [11] - Daikin is positioned as a core partner in this initiative, integrating air solutions into the broader ecosystem of the "Good House" concept [11] - The ongoing collaboration between Daikin and Zhonghai reflects a deep understanding of contemporary living demands, with plans to continue enhancing the quality of life through technology and service [11]

Core Viewpoint - The article discusses the rising trend of "high usable area" in the real estate market, highlighting that developers are increasingly using this as a selling point rather than competing on price. However, this has led to questionable practices where developers manipulate measurements to inflate usable area figures [3][4][5]. Summary by Sections Regulation of Residential Area Calculation - Recent regulations from various cities, including Chengdu, have sparked discussions on "high usable area." Chengdu's new guidelines state that the horizontal projection area of balconies and other auxiliary spaces should not exceed 30% of the residential area, compared to the previous 20% limit [4][5]. - The new regulations aim to standardize the calculation of usable area and curb the excessive expansion of certain spaces like entrance halls, which were previously not included in area calculations [5][6]. Addressing Grey Areas - The article emphasizes that the goal of these regulations is to eliminate grey areas where developers might "steal area" by manipulating designs to increase the reported usable area. Common tactics include designing balconies as semi-enclosed spaces or mislabeling equipment platforms [8][9]. - The push for high usable area has led to inflated marketing claims, with some projects advertising usable areas exceeding 100%, which can mislead consumers [10]. Market Dynamics and Competition - The article notes that while high usable area projects have seen initial success, the market is becoming saturated, making it difficult for such projects to maintain sales momentum. For instance, a project in Wuhan with a 97-98% usable area only achieved an 18% sales rate [12][13]. - The competition among similar projects is intensifying, and developers are encouraged to focus on overall quality and sustainability rather than just maximizing usable area [14]. Future Directions - Experts suggest that the focus should shift from merely increasing usable area to enhancing overall living quality, including better community facilities and building standards. This approach aims to improve the long-term value of properties and the overall living experience [13][14].

Core Viewpoint - The rising trend of "high usable area ratio" in new housing is becoming a significant selling point, overshadowing price competition, but it raises concerns about potential deceptive practices by developers [1][6] Group 1: Regulatory Changes - Recent regulations in cities like Chengdu aim to standardize the calculation of usable area, limiting the projection area of balconies and other auxiliary spaces to 30% of the residential building area, up from 20% [2][4] - The new regulations also include previously unregulated areas such as entrance halls and balconies in the calculation, tightening control over the total area [4][9] Group 2: Market Dynamics - The market has seen a surge in projects advertising high usable area ratios, but as these products become more common, relying solely on this feature is no longer sufficient to drive sales [8] - Some projects have reported inflated usable area ratios by including spaces like elevator halls, misleading consumers about the actual usable space [7] Group 3: Industry Practices - Developers have been known to employ tactics such as converting balconies into semi-enclosed spaces or mislabeling areas to inflate usable area ratios, leading to a "data bubble" in reported ratios [6][8] - The push for higher usable area ratios has led to a competitive market where projects must also offer other advantages like location, price, and amenities to attract buyers [8][9] Group 4: Future Directions - The focus is shifting from merely increasing usable area ratios to enhancing overall housing quality, including better public space design and sustainable development practices [9] - Industry experts emphasize the need for a holistic approach to housing that prioritizes quality and livability over just high usable area ratios [9]

Core Viewpoint - The construction of "good houses" is essential for enhancing the quality of life and satisfaction of the public, shifting the focus from mere availability to quality in the real estate market [1][2]. Group 1: Market Trends - The average housing area per urban resident in China has exceeded 40 square meters, indicating a significant change in the supply-demand relationship in the real estate market [1]. - In the first half of the year, the new housing market in first-tier cities has been active, with Shanghai's daily sales of available projects increasing by 38% year-on-year, and Beijing's new residential sales reaching 20,900 units, up 11.9% year-on-year [1]. Group 2: Old Housing Renovation - Renovation of old residential areas is a crucial aspect of building "good houses," with a focus on addressing diverse resident needs [2]. - In a specific old community in Beijing, over 700 parking spaces were added, and more than 800 square meters of community service facilities were established, enhancing the living environment [2]. - The Ministry of Housing and Urban-Rural Development reported that 58,000 old urban residential areas will begin renovation in 2024, with a goal to complete renovations of areas built before 2000 this year [2]. Group 3: Environmental Considerations - The use of environmentally friendly building materials is vital for the health of residents and ecological protection [3]. - A new green material made from construction waste and mining solid waste has been developed, reducing carbon emissions by over 60% compared to traditional materials [3]. Group 4: Policy Support - Strong policy support is essential for advancing the construction of "good houses," with recent government documents emphasizing urban renewal and the creation of quality living spaces [5]. - Policies have directed companies to focus on balanced and multifunctional living spaces that integrate well with nature and the surrounding environment [5].

Group 1 - The event on September 10, 2025, marked the launch of the "Quality Month" for the national housing and urban-rural construction system, focusing on enhancing engineering quality and building satisfactory homes for the public [1] - The theme of the event was "Promoting Engineering Quality Improvement, Building Satisfactory Homes for the People," showcasing innovative applications of good materials, craftsmanship, and technology in the construction of quality homes [1] - The event was organized by the Ministry of Housing and Urban-Rural Development, with support from the provincial housing and urban-rural development department and the Dalian municipal government [1] Group 2 - Cities including Shandong Province, Hangzhou, Xi'an, and Dalian shared their experiences in preventing common quality issues in urban residential construction [1] - Dalian's presentation focused on "Systematic Governance, Quality Housing Production," covering aspects such as institutional construction, source control, technological empowerment, practical testing, and collaborative supervision [1] - Representatives from the five responsible parties in construction, supervision, surveying, and design read out industry initiatives during the event [1] Group 3 - Key officials from the Ministry of Housing and Urban-Rural Development, including Deputy Minister Li Xiaolong, attended the event, along with the Deputy Governor of Liaoning Province, Li Qiang [1]

9月4日，长江日报记者从武汉住房和城市更新局获得最新数据：8月，武汉新建商品房网签9497套、新建住房网签6638套，同比分别 增长31.74％和17.4％，1—8月全市新建住房累计成交数据更创下近27％的同比涨幅。 业内专家指出，在传统淡季中，武汉房企正以产品迭代蓄力"金九银十"，一场以"好房子"为核心的行业升级正在上演。 单月来访超3000组 高品质住宅"淡季不淡" "高温天气制约线下活动，7—8月历来是楼市传统淡季。"中指研究院（华中）市场研究中心主任李国政分析，今年武汉遭遇48天超长 高温日，但新建住房成交6638套，同比增长17.4％，其核心动力来自产品迭代升级。 数据显示，今年1—8月，武汉17个高品质新项目平均去化率达82％，远超全市45％的平均水平，其中6次为"日光盘"。 李国政指出，7月、8月两月正值房地产市场淡季，又逢今年武汉高温累计天数突破历史纪录，对武汉房地产市场有很大影响，但高品 质住宅项目凭借"低密住区＋高得房率＋全维配套"的组合拳，实现了供销两旺，印证了市场对高品质住宅的刚性需求。 武汉市房地产开发协会副秘书长张涛介绍，当前武汉楼市呈现五大特征：中心区位占比提升、容积率普遍低于3 ...

Investment Rating - The industry is rated as "Buy" for non-metallic building materials and "Overweight" for construction and engineering [5][8]. Core Insights - The central government has issued opinions to promote high-quality urban development, emphasizing the need for better housing construction and urban infrastructure, which is expected to benefit leading companies with strong industry chains and financing capabilities [1]. - Shanghai has accelerated the renovation of urban villages, with 21 new projects planned for 2024, which is anticipated to benefit regional construction companies [2]. - Investment suggestions include focusing on companies such as China State Construction, Deep City Transportation, Tunnel Shares, and others in the construction and infrastructure sectors [1][2]. Summary by Sections Urban Development Initiatives - The central government aims to systematically promote the construction of "good houses" and complete communities, while also supporting the renovation of old housing and urban infrastructure [7]. - Emphasis is placed on enhancing urban infrastructure, including optimizing layouts, improving safety management, and integrating modern communication networks [7]. Company Focus - Current investment recommendations highlight companies in new materials such as China Jushi and Guoen Co., as well as construction and infrastructure firms like China State Construction and Dongfang Yuhong [3].

Core Viewpoint - The release of the "Opinions on Promoting High-Quality Urban Development" aims to accelerate the transformation of urban development methods and promote high-quality urban growth in China [1][2]. Group 1: Urban Development Transition - China's urbanization is shifting from a rapid growth phase to a stable development phase, with urban development transitioning from large-scale expansion to improving existing stock [2]. - The "Opinions" deepen and implement the spirit of the Central Urban Work Conference, encouraging local governments to adopt tailored measures for urban development [2][3]. Group 2: Modern Urban System Optimization - The first task outlined in the "Opinions" is to optimize the modern urban system, addressing the imbalance caused by the rapid growth of mega-cities [3]. - The current urban system is undergoing significant changes, with urban clusters and metropolitan areas becoming dominant, necessitating timely optimization to prevent long-term structural issues [3][4]. Group 3: Housing and Urban Renewal - The "Opinions" emphasize the integration of "good housing" and urban renewal to create livable cities, which is essential for meeting the public's aspirations for a better life [5][6]. - The construction of "good housing" and the implementation of urban renewal plans are seen as key pillars for enhancing urban living quality and stimulating economic activity [6]. Group 4: Long-term Goals - The "Opinions" set a long-term goal for significant progress in modern urban construction by 2030 and the basic establishment of modern urban areas by 2035, linking urban development with national modernization objectives [7].

Core Insights - China Jinmao Holdings Group Limited reported a strong performance in the first half of 2025, achieving a revenue of 25.1 billion yuan and a net profit attributable to shareholders of 1.09 billion yuan, reflecting an 8% year-on-year increase in net profit and a 14% increase in gross profit [1][2] Financial Performance - The company recorded a gross profit of 4.049 billion yuan, with a gross margin of 16% for the first half of the year [1] - The signed sales amount reached 53.4 billion yuan, marking a 20% increase compared to the previous year, and the company ranked among the top ten in the industry for the first time [1] Product Performance - The company launched several new residential product lines, including "4府5璞2满3棠," which received high market recognition [1] - Notable sales included the "府系" products in Changsha, Xi'an, and Shanghai, all achieving sold-out status upon launch [1] - The "璞系" products also performed well, with significant sales figures reported in Beijing and Zhengzhou [1] Market Position - Despite the overall pressure on the real estate industry, China Jinmao demonstrated resilience and growth, with several new projects becoming local bestsellers [1][2] - The company’s "满系" projects achieved local sales championships, with notable performances in Beijing and Tianjin [2] Strategic Vision - The Chairman of the Board, Tao Tianhai, emphasized the potential for growth in the Chinese real estate market and the company's commitment to social responsibility and high-quality housing development [2]