以需定供，商品住宅用地继续弹性供应 1月20日，《北京市2026年度建设用地供应计划》（简称《供地计划》）正式发布。其中明确，以需定 供，支持构建房地产发展新模式，并持续优化商品住宅供给，提高新增房地产用地供应精准性，安排商 品住宅用地200-240公顷，优先在轨道站点周边、设施较为完备地区及就业密集地区开发建设；提升住 房品质和周边配套服务，推动"好房子"实施。 2026年，北京市预期实施建设用地约3240-3740公顷，计划安排新增供应建设用地3040-3540公顷，其中 城乡建设用地2430-2530公顷，支持低效产业用地、低效商业办公楼宇用地更新盘活200公顷以上（建筑 规模300万平方米以上）。同时，将按照20：60：20的结构比例引导中心城区（含核心区）、平原新城 地区（含城市副中心）、生态涵养区各圈层城市建设用地供应。 在落实中央经济工作会议关于"因城施策控增量、去库存、优供给"有关精神的背景下，《供地计划》也 将持续优化商品住宅供给。从去年起，北京对于商品住宅用地首次采用了弹性指标，即不再是一个数 据，而是设置了一个区间，去年这个区间为240-300公顷。今年，北京继续采用了弹性指标，今年的商 ...

Core Viewpoint - The article discusses the significant price and transaction volume increases in older residential complexes in Shanghai's central districts, driven by expectations of urban redevelopment and potential demolition, while cautioning about the risks associated with speculative investments in these properties [3][4]. Group 1: Price Trends - In the past six months, properties in older neighborhoods like Liu Ying Road 309 and 319 in Jing'an District have seen substantial price increases, surpassing peak prices from 2021-2022 [3][5]. - Liu Ying Road 309's average listing price rose from 59,000 yuan per square meter in June 2025 to 101,000 yuan per square meter by December 2025, while Liu Ying Road 319 increased from 65,000 yuan to 90,200 yuan per square meter during the same period [5][6]. - The average transaction price for Liu Ying Road 309 reached over 81,000 yuan per square meter by the end of 2025, doubling from earlier in the year [6]. Group 2: Market Dynamics - The surge in prices is attributed to heightened expectations of redevelopment, with rumors of potential demolition plans circulating among investors [7]. - Similar trends are observed in Xuhui District, where properties like Rihui Village and Fenglin New Village have also experienced price increases, with Rihui Village's transaction price rising by 24.9% to 73,500 yuan per square meter [7][8]. - The overall transaction volume in these areas has increased by approximately 20%, despite a general downturn in the broader real estate market [8]. Group 3: Urban Renewal Policies - The article highlights a national push for urban renewal, targeting older residential complexes built before 2000, with plans for extensive renovations and expansions of urban village redevelopment [8][9]. - Shanghai is accelerating its urban renewal efforts, focusing on the transformation of old neighborhoods and industrial areas, which has attracted investor interest in older properties with potential for redevelopment [9][10]. - Other cities like Hangzhou and Suzhou are also actively pursuing urban village redevelopment, with significant investments and completed projects reported [9]. Group 4: Investment Risks - The phenomenon of "speculative demolition" is cautioned against, as many properties may not see actual redevelopment despite rising prices driven by rumors [10]. - Investors are warned that the future of urban renewal may involve various models, including renovation rather than complete demolition, which could lead to uncertain returns on investment if expectations are not met [10]. - The article emphasizes the importance of rational judgment for buyers and investors in the face of market speculation driven by rumors [10].

1月20日，《每日经济新闻》记者从自然资源部获悉，自然资源部联合住建部发布《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》），推出增强详细规划适应性、优化过渡期支持政 策，以及推进存量土地和空间的临时利用等举措。 为了增强详细规划适应性，《通知》明确在国土空间规划"一张图"基础上，开展城市更新区域详细规划 的评估优化工作路径；鼓励各地制定土地混合开发和空间复合利用正面清单和管控要求；对改善社区公 共服务设施、提升社区公共空间服务功能等微更新项目制定规划许可豁免清单。如北京、上海、厦门等 地制定了混合用地的指导意见、工作方案等；重庆、南京等地制定了规划许可豁免清单。 针对存量土地和空间的临时利用，《通知》明确在保障安全、不影响远期规划实施的前提下，各地可制 定空闲建设用地的临时利用规则并加强实施监管；制定存量建（构）筑物不增加容积率和高度情况下的 临时利用管控规则。如杭州制定了临时用地、临时改变房屋用途等管理实施细则。 与此同时，自然资源部还发布了第一批《支持新产业（300832）新业态发展的规划和土地政策创新案例 集》，推广北京、上海、杭州、广州、深圳、南京等城市的19个案例。如在土地兼容复合 ...

Core Viewpoint - The Ministry of Natural Resources and the Ministry of Housing and Urban-Rural Development have jointly released a notification aimed at further supporting urban renewal actions, introducing a series of measures to address policy bottlenecks and enhance the integration of planning and land policies. Group 1: Measures for Urban Renewal - The notification includes measures such as enhancing the adaptability of detailed planning, optimizing transitional support policies, promoting temporary use of existing land and space, encouraging overall operation of resource asset combinations, innovating real estate registration services, and properly addressing historical legacy issues [1][2]. - To enhance the adaptability of detailed planning, the notification specifies the evaluation and optimization of detailed planning for urban renewal areas based on a unified national land space planning map, allowing for flexible market adaptation while providing legal planning permits [1]. - Local governments are encouraged to develop positive lists and control requirements for mixed land development and spatial composite utilization, with exemptions for planning permits for micro-renewal projects aimed at improving community public service facilities [1]. Group 2: Transitional Support Policies - The notification adjusts the fixed transitional policy period from five years to a more flexible approach, allowing local governments to utilize existing land and property resources for national supported industries, with new leasing methods introduced for land use procedures upon the expiration of the transitional period [2]. - Experts believe that the notification reflects a strong policy-driven approach to urban renewal, emphasizing the need for personalized measures and the intention of the state to promote urban renewal, which is expected to become a norm as practices are refined [2]. Group 3: Policy Trends and Future Outlook - Recent monitoring indicates that the number of urban renewal policies has peaked in 2021, 2022, and 2023, with approximately 130 municipal policies introduced each year [3]. - A decline in policy numbers is anticipated for 2024 and 2025, although some cities may see an increase, with a focus on the feasibility and sustainability of project implementation [3]. - The management of urban renewal is expected to evolve from a coarse management approach to a more specialized service model during the 14th Five-Year Plan period, shifting from reactive measures to proactive planning and systematic services [3].

Core Viewpoint - Anhui Province is set to invest over 120 billion yuan in urban renewal projects in 2026, focusing on various areas of housing and urban development [1] Group 1: Investment and Development Plans - The province aims to complete investments exceeding 120 billion yuan in the urban renewal sector this year [1] - There are plans to support the self-renovation of old housing and the reconstruction of urban villages and dilapidated urban housing, targeting over 25,000 households [1] - Approximately 600 old urban residential communities are expected to be renovated [1] Group 2: Key Focus Areas - The construction of 51 key renewal areas will be continuously promoted [1] - The achievements of the housing and urban construction sector during the 14th Five-Year Plan period have been highlighted as impressive [1]

21世纪经济报道记者李莎 北京报道 1月20日，自然资源部召开例行新闻发布会，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》）。 | 个 首页 | 国 机构 | 団 动态 | © 公开 | [ 服务 | ○ 互动 | 山 数据 | | 圆 专题 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 标题 ~ | | | | | | Q、检察 | 高级检察 | | | 名 称 | | | 自然资源部 住房城乡建设部关于讲一步支持城市更新行动者干措施的通知 | | | | | | | 索 引 号 发文字号 | 000019174/2026-00041 白然资发〔2025〕 2264 | | | | 主 题 发布机构 | 国工空间规划 部或联合发文 | | | | 成文日期 | 2025年12月31 | | | | 体 裁 | 通知 | | | | 实施日期 | | | | | 废止/失效 日期 | | | | 针对存量土地和空间的临时利用，《通知》明确在保障安全、不影响远期规划实施前提下，各地可制定空闲建设用 ...

两部门发新政支持城市更新 来源：中国新闻网 编辑：王永乐 广告等商务合作，请点击这里 国土空间详细规划是对具体地块用途和开发建设强度等作出的实施性安排，是核发建设项目规划许可、 进行各项建设等的法定依据。为了增强详细规划适应性，通知指出，可按照法定程序和相关要求，采取 技术修正、优化调整等方式优化原有详细规划，并纳入国土空间规划"一张图"实施监督；鼓励各地制定 土地混合开发和空间复合利用正面清单和管控要求；对改善社区公共服务设施、提升社区公共空间服务 功能等微更新项目制定规划许可豁免清单。 关于优化过渡期支持政策，通知进一步明确各地利用存量土地、房产资源发展国家支持产业、行业的， 将原5年不改变用地主体和规划条件的固定过渡期政策，调整为以5年为原则的灵活过渡期政策。同时， 在过渡期届满办理土地有偿使用手续时，新增租赁出让方式予以支持。如苏州制定了过渡期政策落地细 则。 针对存量土地和空间的临时利用，通知明确在保障安全、不影响远期规划实施前提下，各地可制定空闲 建设用地的临时利用规则并加强实施监管；制定存量建(构)筑物不增加容积率和高度情况下的临时利用 管控规则。如杭州制定了临时用地、临时改变房屋用途等管理实施 ...

Core Viewpoint - In recent months, there has been a significant increase in both prices and transaction volumes for "old and dilapidated" residential complexes in certain central districts of Shanghai, driven by expectations of urban redevelopment and potential demolition [2][3][4]. Price and Transaction Trends - Properties in the Jing'an District, specifically the Liuying Road 309 and 319 complexes, have seen dramatic price increases, surpassing peak prices from 2021-2022. For instance, the average listing price for Liuying Road 309 rose from 59,000 yuan per square meter in June 2025 to 101,000 yuan per square meter by December 2025 [3]. - Similarly, the average listing price for Liuying Road 319 increased from 65,000 yuan per square meter to 90,200 yuan per square meter during the same period, with December's transaction price reaching 96,400 yuan per square meter [3]. - In the Xuhui District, properties like Rihui Village No. 2 and Fenglin New Village have also experienced price increases, with Rihui Village No. 2 seeing a 24.9% rise to 73,500 yuan per square meter, and Fenglin New Village increasing by 7.7% to 98,900 yuan per square meter [4]. Urban Redevelopment Expectations - The surge in prices is largely attributed to heightened expectations regarding potential demolition and redevelopment. By December 2025, both Liuying Road complexes began the "two clearances" process, which involves verifying household registration and property rights [4]. - The Ministry of Housing and Urban-Rural Development has included urban old residential areas built before 2000 in the scope of urban renewal, encouraging various redevelopment models [5]. Broader Urban Renewal Context - Shanghai is accelerating its urban renewal efforts, focusing on the transformation of old residential areas and urban villages. Other cities like Hangzhou and Suzhou are also actively reporting on their urban village redevelopment projects [6]. - The rapid pace of urban renewal and the expansion of urban village redevelopment have attracted investors to older residential properties in core urban areas, with some real estate agents promoting "speculative demolition" as a selling point [6]. Investment Risks and Considerations - Despite the potential for profit, the "speculative demolition" strategy carries inherent risks, as many areas have seen repeated rumors of demolition without actual implementation. For example, the Chaohui area in Hangzhou has experienced fluctuating prices without any substantial demolition progress [7]. - The future of urban renewal may not solely involve complete demolition and reconstruction, as alternative models such as partial renovations or housing vouchers for relocation may be considered. This uncertainty could impact investment returns if expectations are not met [7].

围绕鼓励资源资产组合供应整体运营，《通知》提出积极开展特色资源调查和活化利用，建立健全多门 类资源资产在特定国土空间范围内的组合供应，提升资源利用综合效能。如湖南、湖北等地探索将自然 资源资产打包组合供应，提升空间价值。 对于创新不动产登记服务，《通知》明确各地可开展预编不动产单元预告登记；对老旧住房自主更新项 目，可采用直接按户首次登记；对土地带建筑一并收储供应的，探索简化申请材料。如盐城出台产权归 集与不动产登记等方面的一揽子创新举措。 在妥善处置历史遗留问题方面，《通知》强调对于历史形成的没有合法用地手续的建设用地，根据全国 国土调查结果，依法依规分类明确认定标准和处置政策，确保底数清晰、封闭运行。 据介绍，自然资源部曾于2023年发布实施支持城市更新的规划与土地政策指引，有力支持了地方城市更 新的探索实践。《通知》在现有政策指引的基础上，结合各地实践探索进一步深化细化相关措施，以推 动形成规划编制科学、政策工具精准、实施路径多元、权益保障有力的城市更新"新模式"，也让参与城 市更新行动的各方有依据、有参照、有信心。 1月20日，自然资源部召开例行新闻发布会，联合住房城乡建设部（即"住房和城乡建设部"） ...

Core Insights - The Beijing 2026 Land Supply Plan aims to implement approximately 3,240 to 3,740 hectares of construction land, with a focus on residential land near transit stations and well-equipped areas to promote a balance of living, working, and commercial spaces [1][3] Group 1: Land Supply Overview - The total planned new land supply for 2026 is between 3,040 to 3,540 hectares, including 2,430 to 2,530 hectares for urban construction [1] - The plan emphasizes a reduction in land supply while improving quality, with a net reduction target of 500 hectares for urban construction land compared to 2025 [1] Group 2: Urban Renewal and Industrial Land - The plan includes a separate indicator for urban renewal, aiming to ensure that the scale of stock updates is no less than that of new supplies, thereby activating urban resource potential [2] - Industrial land allocation is set at 480 to 540 hectares, an increase of 10 to 30 hectares from 2025, with at least 85% of this land directed towards high-tech industries and key functional areas [2] Group 3: Residential and Public Service Land - The plan specifies 200 to 240 hectares for residential land, prioritizing development around transit stations and areas with high employment density [3] - A total of 350 hectares is allocated for affordable housing, with a focus on meeting the needs of new citizens and service personnel [3] - Public service land is set at 650 hectares, with 300 hectares specifically designated for green spaces and squares to promote garden city development [3]