Group 1 - The National Development and Reform Commission has allocated 80 billion yuan for urban renewal projects, benefiting approximately 5.5 million households and 17 million people [1] - Guangzhou plans to fully lift restrictions on home purchases, sales, and prices, while also reducing down payment ratios and interest rates [2] - The city aims to initiate over 150 old residential community renovations and invest 100 billion yuan in urban village transformations by 2025 [2] Group 2 - Lanzhou has adjusted its housing subsidy policy, offering a 1% subsidy on the transaction price for second homes over 90 square meters from June 21, 2024, to December 31, 2025 [3] - R&F Properties reported a sales figure of 1.37 billion yuan in May, with a sales area of approximately 129,600 square meters [4] - Overseas Chinese Town A achieved a contract sales amount of 1.89 billion yuan in May, with a year-on-year increase of 12% and a month-on-month increase of 6% [5]

今年以来，建设"好房子"屡次被政策层面部署。"好房子"首次被写入今年的《政府工作报告》，明确要 推动建设安全、舒适、绿色、智慧的 "好房子"。5月15日，中办、国办印发《关于持续推进城市更新行 动的意见》，在任务安排上部署要推进好房子、好小区、好社区、好城区"四好"建设。 会议指出，要扎实有力推进"好房子"建设，纳入城市更新机制加强工作统筹，在规划、土地、财政、金 融等方面予以政策支持。 6月13日召开的国务院常务会议，听取构建房地产发展新模式和推进"好房子"建设有关情况汇报，并作 出一系列针对性部署。 什么是"好房子"？建设"好房子"对老百姓的生活有什么影响？围绕这些问题，《金融时报》记者作出梳 理。 安全、舒适、绿色、智慧 "好房子"有新标准 比如，成都出台"好房子"建设行动方案，要求从总体布局、建筑设计、低碳节能、配套设施等方面出 发，明确成都市基本类、提升类、改造类和保障性住房好房子关键设计指标要求，分类制定设计导则。 《福建省推进"好房子"建设行动方案》围绕9个方面提出26条措施，明确2025年全省打造新建商品房"好 房子"试点不少于20个，老旧住房更新改造试点不少于6个，保障性住房试点不少于6个。 ...

NEWS 栋察早报 内容提要 商业▶ 沈阳一知名商场再次拍卖！ 市场▶ 本周沈阳仅1盘取得预售证 产业▶ 大东智能制造转型升级取得新成果 出行▶ 京哈高速这路段这时段封闭施工 城建▶ 城市更新为全面振兴注入可持续动能 沈阳一知名商场再次拍卖 近日，一则拍卖公告引发沈阳市民关注。6月9日，"辽宁省拍卖行资产拍卖"公众号发布公告，受委托方辽宁省拍卖行将于2025年6月19日10时至6月20日10 时，在淘宝网-阿里拍卖平台，对沈阳市铁西区兴顺街50号的原铁西友谊购物商场进行整体公开拍卖。 | | | 标的物包含房产、国有土地使用权及地上附属用房和配套设施整体。 证载建筑面积：20,335.10平方米 对应土地面积：5,729平方米 持有不动产权证。 美的君兰江山 | 房地产开发单位 | 沈阳正汇房地产开发有限公司 | | | | | --- | --- | --- | --- | --- | | 项目地址 | 沈阳市沈河区哈尔滨路以南 | | | | | 项目名称 | 2007-089号万德地块(三期) | | | | | 商品房厨性 | 建筑面积 | 栋 号 | 群 | 數 | | 普通住宅 | 34035.5 ...

Investment Rating - The industry maintains a "Recommended" rating, indicating a positive outlook for the industry fundamentals and expectations for the industry index to outperform the benchmark index [7]. Core Insights - The report highlights a narrowing year-on-year decline in both new and second-hand housing transaction areas in sample cities, suggesting a potential stabilization in the real estate market [1][5]. - The report emphasizes the importance of policy adjustments, such as interest rate cuts, which may help stimulate demand in the housing market [5]. - The analysis indicates that the new housing market may experience marginal improvements sooner than the second-hand housing market due to supply and demand dynamics [5]. Summary by Sections New Housing Transactions - The year-on-year decline in new housing transaction areas has narrowed to -10% as of June 12, with a month-on-month comparison showing a relatively high level compared to the past five years [4][9]. - The report notes that the new housing transaction area in first-tier cities has turned negative, while second-tier cities show a significant decline of -10% [4]. Second-Hand Housing Transactions - The year-on-year decline in second-hand housing transaction areas has also narrowed to -4%, with a notable increase in transaction activity in first-tier cities [4][14]. - The report indicates that the second-hand housing market is showing signs of recovery, with transaction areas in some sample cities turning positive [14]. Land Acquisition - The report states that from January to May 2025, the cumulative land transaction area has seen a year-on-year decline of -7%, while the average transaction price has increased by 31% [21][26]. - The land acquisition data indicates a trend of increasing average prices despite a decrease in transaction volumes, suggesting a tightening supply [21][29]. Inventory and Market Dynamics - The report highlights an increase in the unsold inventory and the time required to sell properties, indicating a potential oversupply in the market [31][34]. - The analysis suggests that the market is entering a phase of observation, with high-quality residential supply and narrowing differences between rental yields and mortgage rates being key variables to monitor [5][31]. Forward-Looking Indicators - The report discusses various forward-looking indicators, including a projected increase in liquidity and a potential rise in confidence in housing transactions across multiple cities [5][49]. - The report also notes that the confidence index for new and second-hand housing transactions has shown a marginal decline, indicating cautious sentiment among buyers [51].

国家发展改革委近日下达中央预算内投资城市更新专项800亿元，支持各地城镇老旧小区改造、城市危旧房改造等项目建设，涉及居民户数约550万户、受 益人数约1700万人，推动改善居民居住条件，不断提升人民群众获得感、幸福感、安全感。 此前，围绕推进新型城镇化战略，提升城市安全韧性水平，已通过"两重"建设安排2025年超长期特别国债1350亿元，支持各地建设改造城市燃气、排水、 供水、供热等地下管网约14.8万公里。同时推动完善投融资模式和运营维护管理机制，进一步提高城市地下管网运行效率和安全水平。 今年5月初，中共中央办公厅国务院办公厅发布《关于持续推进城市更新行动的意见》(下称《意见》)，要求到2030年，城市更新行动实施取得重要进 展，城市更新体制机制不断完善，城市开发建设方式转型初见成效，安全发展基础更加牢固，服务效能不断提高，人居环境明显改善，经济业态更加丰 富，文化遗产有效保护，风貌特色更加彰显，城市成为人民群众高品质生活的空间。 《意见》发布后，国家发展改革委有关负责人公开表态，国家发展改革委将统筹相关渠道资金，积极支持城市更新有关项目的建设。 具体包括三方面：一是稳步有序推进城市更新重点工程实施。优先 ...

二是持续加大中央投资支持力度。今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。 三是积极推进投融资模式创新。城市更新项目投资额较大，单靠政府的投入远远不够，必须建立多元化、多 层级的资金投入机制。对投融资模式创新性强、有较好示范性的项目，中央投资也将优先予以支持。 此外，在金融支持方面，金融监管总局透露，正在制定专门的城市更新项目贷款管理办法。 国家发展改革委近日下达中央预算内投资城市更新专项800亿元，支持各地城镇老旧小区改造、 城市危旧房改造等项目建设，涉及居民户数约550万户、受益人数约1700万人，推动改善居民 居住条件，不断提升人民群众获得感、幸福感、安全感。 此前，围绕推进新型城镇化战略，提升城市安全韧性水平，已通过"两重"建设安排2025年超长期特别国债 1350亿元，支持各地建设改造城市燃气、排水、供水、供热等地下管网约14.8万公里。同时推动完善投融资 模式和运营维护管理机制，进一步提高城市地下管网运行效率和安全水平。 今年5月初，中共中央办公厅国务院办公厅发布《关于持续推进城市更新行动的意见》（下称《意见》），要 求到2030年，城市更新行动实施 ...

国家发展改革委近日下达中央预算内投资城市更新专项800亿元，支持各地城镇老旧小区改造、 城市危旧房改造等项目建设，涉及居民户数约550万户、受益人数约1700万人，推动改善居民 居住条件，不断提升人民群众获得感、幸福感、安全感。 同时，金融监管总局将指导金融机构深入理解城市更新行动的内在逻辑，准确把握新特点新要求，按照依法 合规、风险可控、商业可持续原则，积极为城市更新行动提供丰富多样、量身定做的金融产品和金融服务， 满足不同主体、不同项目、不同阶段、不同环节的金融需求。 责编：叶舒筠 校对： 王锦程 版权声明 此前，围绕推进新型城镇化战略，提升城市安全韧性水平，已通过"两重"建设安排2025年超长期特别国债 1350亿元，支持各地建设改造城市燃气、排水、供水、供热等地下管网约14.8万公里。同时推动完善投融资 模式和运营维护管理机制，进一步提高城市地下管网运行效率和安全水平。 今年5月初，中共中央办公厅国务院办公厅发布《关于持续推进城市更新行动的意见》（下称《意见》），要 求到2030年，城市更新行动实施取得重要进展，城市更新体制机制不断完善，城市开发建设方式转型初见成 效，安全发展基础更加牢固，服务效能不 ...

Core Insights - Urban renewal is a comprehensive activity aimed at transforming the physical layout, functional systems, and industrial structures of cities, which is essential for promoting high-quality urban development and meeting the needs of citizens [1] - The comfort and livability of urban environments are increasingly influencing young people's decisions to settle in cities, with smaller cities showing strong appeal due to favorable living conditions and talent-friendly policies [2][3] - Emotional connections within urban settings play a crucial role in shaping cultural identity and community engagement, enhancing social cohesion and attracting young talent [5][6] Group 1: Urban Renewal and Youth Attraction - Urban renewal enhances the livability and comfort of cities through spatial restructuring and functional re-creation, which boosts the efficiency of human capital accumulation [2] - The "57 Cities Comfort Index 2024" indicates that cities in the Yangtze River Delta excel in living environment assessments, attracting young talent through controlled living costs and improved transportation [2] - The trend of "reverse centralization" is evident as the proportion of college graduates settling in lower-tier cities has increased from 2019 to 2023, reflecting a shift in focus from traditional major cities [2] Group 2: New Industry Ecosystem and Youth Roles - Urban renewal leads to the emergence of new industrial ecosystems, transforming old factories into art parks and traditional malls into smart commercial spaces, thus providing new opportunities for youth [4] - The evolution of these ecosystems creates new job roles such as operation engineers and customized travel photographers, which require both specialized and collaborative skills [4] - Young people are transitioning from mere participants in industries to co-builders of ecosystems, leveraging their digital-native advantages to adapt to the demands of the digital economy [4] Group 3: Emotional Connections and Cultural Identity - Emotional connections are fundamental to urban renewal, enhancing community participation, cultural preservation, and social harmony [5] - The preservation of spaces that embody collective memory fosters a sense of belonging among both new and existing residents, contributing to social cohesion [6] - Future urban renewal efforts should prioritize emotional dimensions to provide psychological support and identity recognition for youth, creating modern urban communities [6]

新华财经北京6月15日电 13日召开的国务院常务会议听取构建房地产发展新模式和推进"好房子"建设有 关情况汇报，并作出一系列针对性部署。会议指出，将进一步优化现有政策，多管齐下稳定预期、激活 需求、优化供给、化解风险，更大力度推动房地产市场止跌回稳。 业内人士认为，此次国常会聚焦构建房地产发展新模式和推进"好房子"建设，统筹行业中长期发展的同 时，又提出更大力度推动房地产市场止跌回稳，为市场释放了政策进一步加力的积极信号，对当前市场 预期将产生积极影响；"好房子"建设在规划、土地、财政、金融等方面的支持政策将进一步落地完善。 聚焦构建房地产发展新模式部署行业中长期发展 会议指出，构建房地产发展新模式，对于促进房地产市场平稳、健康、高质量发展具有重要意义，要着 眼长远，坚持稳中求进、先立后破，有序搭建相关基础性制度。 58安居客研究院院长张波表示，会议着重强调了构建房地产发展新模式的重要性，新模式将重新定义行 业发展内涵，推动房地产从"开发建设"向全生命周期"空间服务"升级，为行业发展带来新机遇。"好房 子"建设也是构建房地产发展新模式的重要内容。 建诚智库首席研究员何田说，根据当前市场表现，国常会对稳楼市再次 ...

城市更新事关民生福祉、关乎城市未来。近日，省政府办公厅印发《河南省深入实施城市更新重点工程 三年行动计划（2025—2027年）》（以下简称《行动计划》），提出以完整社区建设为牵引，深入实施 城市更新重点工程，着力打造宜居韧性智慧城市。 聚焦人民关切 实施五大重点工程 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。随着城镇化快速推进，我省城市建设进入 以城市更新为主导的发展阶段，由规模扩张转向存量改造与增量调整并重的内涵式高质量发展。 我省此次出台《行动计划》，通过实施城市更新重点工程，推动城市盘活存量、优化结构、塑造特色、 提升品质、增强韧性，以更好发挥扩投资、促消费、惠民生、保安全等积极作用。 比如，引导居民将老房子改造成"好房子"，支持装配式、集成化厨卫、节能改造、设备更新等项目，提 高住房品质。统筹推进老旧小区和城中村改造，重点改善居民住房条件，补齐养老、托育、文化、体育 等公共服务设施，整治小区及周边环境，支持有条件的楼栋加装电梯。以保留、利用、提升为主，推动 老旧街区、老旧厂区等功能转换、业态升级、活力提升，2025年实施5个遗存工业厂房更新改造，到 2027年更新改造20个以上。 提升城 ...