【深圳商报讯】（首席记者 李秀瑜）记者从深圳市住房建设局获悉，邻里间家园等项目安居型商品房 认购家庭的认购资格核查结果出炉，合格认购家庭共675户，本次提供房源66套。核查结果在市住房建 设局网站公示至5月21日，接受各界监督。 云禧公馆项目位于龙岗区，本次供应房源为1套两房户型；盛境御府项目位于龙岗区，本次供应房源共4 套；中海寰宇珑宸花园项目位于龙岗区，本次供应房源为1套两房户型；天和南苑项目位于龙华区，本 次供应房源16套；天和北苑项目位于龙华区，本次供应房源共5套。 此次配售对象分为两类，一是深圳市安居型商品房在册轮候人，二是符合条件的领军人才。单身居民及 二至三人家庭可根据自身意愿认购本项目住房的两房户型。领军人才、四人及以上家庭可根据自身意愿 认购本项目住房的两房户型或三房户型。 本批次提供房源66套，其中两房户型37套，两房户型无障碍住房3套（建筑面积约86平方米），三房户 型26套。其中，邻里间家园项目位于宝安区，本次供应房源28套；绿海山河逸居项目位于龙岗区，本次 供应房源8套；深房光明里项目位于光明区，本次供应房源共3套两房户型房源。 认购家庭如已签订其他保障性住房项目认购协议书，且认购协 ...

Core Insights - The report highlights the robust growth in the housing rental sector, with companies focusing on both scale and efficiency, while urban village redevelopment for affordable housing emerges as a new growth opportunity [2][4]. Group 1: Revenue Growth - Six disclosed rental companies reported a combined revenue of 8.87 billion yuan, reflecting a year-on-year increase of 3.65% [2]. - Among these, Boyu contributed 41.76% and Guanyu contributed 29.89% to the total revenue [2]. - Rental companies such as Boyu, Guanyu, and Zhaoshang Yidun achieved revenue growth ranging from 3.92% to 42.11% in 2024, with Boyu, Guanyu, and Zhaoshang Yidun generating revenues of 3.702 billion yuan, 2.65 billion yuan, and 1.234 billion yuan respectively, marking year-on-year growth of 7%, 4%, and 13% [2]. Group 2: Operational Efficiency - Rental companies like Xiangyu, Boyu, and Guanyu reported occupancy rates exceeding 95%, indicating stable operations [3]. - As of the end of the previous year, Guanyu's overall occupancy rate was 95.3%, while Boyu's occupancy rate was 95.6%, with a front-end GOP profit margin of 89.8% and a customer satisfaction rate exceeding 95% [3]. - The report noted a significant increase in new rental projects, with 26 new projects launched, primarily due to multiple openings by Vanke Boyu and Longhu Guanyu [3]. Group 3: Policy and Market Trends - Recent policies have been implemented to support the acquisition of existing residential properties for affordable housing, indicating a clear direction from the national level [4]. - Various cities, including Guangzhou, are promoting urban village redevelopment to enhance the affordable housing supply, mandating that at least 10% of residential land in redevelopment projects be allocated for affordable housing [5]. - Despite downward pressure on rents in key cities, signs of stabilization are emerging, with 35 out of 50 monitored cities experiencing a decline in rents, while 15 cities maintained or increased rents [5][6].

Group 1 - The first residential building of the largest affordable housing project in Haikou has completed its main structure topping ceremony, with three affordable housing projects expected to be launched in the second half of the year [2][3] - The project, located in the Haikou Hong Kong-Macao Development Zone, has a total investment of 3.6 billion yuan and a total construction area of 412,200 square meters, including 22 residential buildings and various commercial facilities [3] - The project aims to provide over 2,700 affordable housing units and has adopted a prefabricated construction approach with an assembly rate exceeding 50% [2][3] Group 2 - The construction faced challenges such as rainy seasons, high temperatures, and strong typhoons, but the project has progressed efficiently over 11 months [2] - The project is expected to showcase model homes in October and achieve sales by the end of the year, with a construction peak involving over 2,000 workers [2][3] - Haikou plans to complete 5,000 affordable housing units this year to enhance living conditions for residents, ensuring quality and safety in housing [3]

Core Viewpoint - The establishment of Hainan Jincheng Investment Group Co., Ltd. is closely linked to the urgent need for housing solutions in the context of Hainan's Free Trade Port development, aiming to enhance the housing security system and address residents' housing difficulties [2][3]. Group 1: Company Background and Mission - Hainan Jincheng was formed in February 2021 to tackle housing challenges and support the Free Trade Port's development [2][3]. - The company focuses on developing affordable housing and actively participates in urban renewal projects, aiming to resolve historical issues in housing development [3][4]. Group 2: Development Challenges and Strategies - Initially, Hainan Jincheng faced significant challenges, including limited cash flow and a small asset base of 380 million yuan, which was inadequate for a provincial-level real estate enterprise [3][4]. - The company adopted a strategy of addressing difficult projects, such as the problematic "Puqian Shipyard Economic Housing Community," to fulfill its mission while promoting its own growth [3][4]. Group 3: Financial Growth and Achievements - By 2024, Hainan Jincheng's asset scale grew from 380 million yuan to 5.416 billion yuan, with a 103.65% asset appreciation rate and a debt ratio of 33.65% [4]. - The company has contributed 532 million yuan in land transfer fees, taxes, and state capital returns, achieving an "AA" credit rating [4]. Group 4: Housing Projects and Community Impact - The "Jincheng·Jinjia Housing Project" is significant as it is the first affordable housing project initiated by Hainan Jincheng, providing 870 units to meet the housing needs of special talents in the medical and educational sectors [5][6]. - Hainan Jincheng has successfully revitalized multiple housing projects, including the "Jincheng·Anju Garden" and "Jincheng·Jinxiu Garden," which cater to local residents and have received positive feedback from homeowners [9][10]. Group 5: Urban Renewal Initiatives - The company is actively involved in urban renewal projects, such as the "Jincheng·Haijun District Urban Renewal Project," which aims to improve living conditions for residents in aging communities [20][22]. - Hainan Jincheng plans to introduce strategic investors to fund urban renewal projects, with an estimated investment exceeding 7 billion yuan [22][24]. Group 6: Leadership and Organizational Development - The company emphasizes the role of party organizations in driving its development, establishing various working groups to ensure efficient operations [27][29]. - Hainan Jincheng has implemented a talent development strategy, increasing its workforce from 133 to 550 employees, enhancing its operational capabilities [27][29]. Group 7: Future Outlook - Hainan Jincheng aims to strengthen its position as a leading provider of affordable housing and urban renewal solutions, contributing to the overall development of Hainan's Free Trade Port [35].

每经记者｜陈利 每经编辑｜陈梦妤 ｜2025年5月9日 星期五｜ NO.1 北京：支持租住京津冀地区保障性租赁住房提取住房公积金 5月8日，成都住房公积金管理中心发布通知，就支持缴存人购买和租赁保障性住房有关政策征求意见建 议。其中拟加大贷款支持。购买保障性住房使用住房公积金贷款的，最低首付款比例为15%，最高贷款 额度上浮50%，即由现行的单人60万元、双人100万元提高至单人90万元、双人150万元。 点评：政策通过"租购衔接"和区域协同，推动住房租赁产业链整合，加速保障性住房市场规模化发展， 倒逼房企优化产品结构以适应政策导向，但需关注公积金审批效率与房源供给的匹配度对政策实际效能 的制约。 NO.3 上海第四批地块开拍 总起拍价84.1亿元 5月8日，上海市发布2025年第四批地块挂牌公告，宣布将推出4宗涉宅地，于今日（5月9日）出让。此 次挂牌的地块分布在虹口区、杨浦区、松江区和青浦区，总出让面积达10.1万平方米，总建筑面积为 23.7万平方米，起拍总价高达84.1亿元。其中，虹口区hk196-08地块和hk196-06地块，起价为21.57亿 元，起始楼面价为67130元/平方米。 点评：此次土 ...

Core Viewpoint - The Guangdong Provincial Government has issued an implementation plan to boost consumption, focusing on better meeting housing consumption needs and enhancing the quality of housing construction [1] Group 1: Housing Policy Initiatives - The plan emphasizes the use of local government special bonds for capital policies to promote orderly urban village renovations under new models [1] - It aims to advance the renovation of old residential communities, with a target of starting the renovation of no less than 600 old communities by 2025 and updating 26,500 old residential elevators [1] - The initiative includes expanding the supply of affordable housing and utilizing special bonds to support the acquisition of existing commercial housing for affordable housing purposes [1] Group 2: Housing Quality and Standards - The plan calls for the implementation of the national "Residential Project Standards" to optimize housing construction standards, improve the quality of new commercial housing, and accelerate the construction of safe, comfortable, green, and smart homes [1] - Continuous optimization of housing provident fund usage policies is highlighted, allowing contributors to withdraw funds for down payments while applying for personal housing loans [1] - The plan also aims to enhance rental withdrawal policies and promote the participation of flexible employment individuals in the housing provident fund system pilot [1]

Core Viewpoint - The increasing withdrawal of low-income families from public rental housing is attributed to strict application conditions, changing income levels, poor geographical locations, and limited living conditions [4][5][8][10] Group 1: Application Conditions - The application conditions for public rental housing are very strict, requiring a certain number of years of social security contributions and income and savings limits, resulting in fewer eligible families [4] - Even if families meet the application criteria, the limited availability of public rental housing leads to long waiting times, causing many to abandon their applications [4] Group 2: Income Changes - Some families experience improvements in their economic conditions, leading to incomes that exceed the public rental housing standards, prompting them to withdraw from the program [5] - Families with fluctuating incomes around the public rental housing threshold find it challenging to apply, leading to a decision to exit the program altogether [5] Group 3: Geographical and Facility Issues - Public rental housing is often located in remote areas, making commuting difficult and time-consuming, with some families spending over three hours daily on travel [8] - The lack of surrounding amenities such as supermarkets, hospitals, schools, and transportation further diminishes the living experience for residents [8] Group 4: Living Conditions - Public rental housing is designed to meet basic living needs, resulting in simple furnishings and low-quality property management, which do not compare favorably to commercial housing [6][9] - The small size of public rental units makes them unsuitable for larger families, leading some low-income households to prefer waiting for better economic conditions to purchase commercial housing instead [6][9]

金十数据4月23日讯，"浙江省直公积金"微信公众号发布《关于优化完善住房公积金提取若干政策有关 事项的通知》。其中提出，大力支持缴存职工购买保障性住房。缴存职工购买保障性住房，可提取个人 账户住房公积金支付首付款等购房款或偿还贷款本息，在保障性住房持有期间，提取金额累计不超过购 房款和已偿还贷款本息额的合计数。加大住房公积金租房提取力度。缴存职工租赁公共租赁住房、保障 性租赁住房的，可按实际房租支出提取住房公积金。缴存职工通过住房租赁机构租赁住房的，可依据房 屋租赁合同信息，按实际房租支出提取，实际房租支出超过租赁提取额度标准上浮50%的，按租赁提取 额度标准上浮50%提取。 浙江省直公积金新政：购保障性住房可提取住房公积金支付首付款 ...

Policy News - The central government will continue to support urban renewal actions in 2025 with a fixed subsidy for selected cities, with a maximum subsidy of 800 million yuan for eastern cities, 1 billion yuan for central cities, and 1.2 billion yuan for western cities [1] - Liaoning Province plans to increase special bond support for purchasing existing homes for affordable housing, aiming to stabilize housing consumption and improve housing supply standards [1] Market News - China Merchants Shekou won a land bid in Tongzhou District for 2.708 billion yuan, with a premium of 16.28%, covering an area of 34,729.57 square meters and a planned construction area of 86,823.925 square meters [2] Economic Data - In March 2025, the national consumer price index (CPI) decreased by 0.1% year-on-year, while housing prices increased by 0.1% [3] Corporate News - Hunan Province issued 9.415 billion yuan in land reserve special bonds, covering 126 plots across the province, indicating a strong signal for optimizing land resource allocation [4] - Zhu Jiusheng resigned as chairman of Vanke Financial Company, marking his exit from key positions within the Vanke system [5] - Gree Real Estate will be integrated into Huafa Group, with a change in its controlling shareholder [6] - Country Garden's offshore debt restructuring has progressed, with a proposed restructuring covering approximately 29.9% of existing debt totaling about 14.074 billion USD [7] Sales Performance - Poly Developments reported a contract sales amount of 63.027 billion yuan in Q1, a slight increase of 0.07% year-on-year, with a sales area decrease of 16.03% [8] - China Merchants Shekou's Q1 contract sales amounted to 35.07 billion yuan with a sales area of 1.4582 million square meters [9] - China Jinmao's Q1 contract sales reached 18.302 billion yuan with a sales area of 848,000 square meters [10] - Longfor Group's Q1 contract sales were 16.95 billion yuan with a sales area of 1.188 million square meters [11] - China Fortune Land Development reported a significant decline in Q1 sales, with a contract sales amount of 8.15 billion yuan, down 51.31% year-on-year [11] - Shimao Group's Q1 contract sales totaled 7.07 billion yuan with a sales area of 579,700 square meters [11] - First Capital achieved a contract sales amount of 6.39 billion yuan in Q1 with a sales area of 385,200 square meters [12] - CIFI Holdings reported Q1 contract sales of approximately 5.44 billion yuan with a sales area of about 536,200 square meters [13] - New Town Holdings experienced a significant decline in Q1 contract sales, totaling approximately 5.102 billion yuan, down 57.29% year-on-year [13] - R&F Properties reported total sales revenue of 2.77 billion yuan in Q1 with a sales area of 254,800 square meters [14]

2024年，中国人民银行设立3000亿元保障性住房再贷款，用于支持地方国有企业收购已建成存量商品房 用作保障性住房。为做好保障性住房再贷款落地工作，中国人民银行佛山市分行主动加强与有关部门沟 通对接，协同推进再贷款落地，一方面，积极配合相关部门制定《佛山市收购已建成存量商品房用于保 障性住房操作指引》，明确项目收购标准、实施流程、保障措施等，为推动项目落地指明方向；另一方 面，还会同相关部门积极搭建政府、收购主体与项目公司对接平台，协调解决政策推进过程中的问题、 堵点，确保工作稳步推进。 为了保障项目顺利进行，项目还创新引入了国企担保运营机制。 中国人民银行佛山市分行相关负责人表示，因项目自身的租金收入不足以覆盖融资本息，存在资金缺 口。为推进银行授信项目成功落地，分行会同相关部门指导收购主体佛山市安居置业有限公司通过集团 （佛山市建设发展集团有限公司）担保，有效对资金缺口部分进行差额补足，满足项目整体资金平衡， 为项目落地打下坚实支撑。 南方财经全媒体记者高慧超 实习生张万宇 佛山报道 4月1日，南方财经全媒体记者从中国人民银行佛山市分行获悉，3月，在分行推动下，平安银行佛山分 行为佛山市高明区花曼曦苑项目 ...