又一地发布楼市新政。 其中，湖北荆门发布19条稳楼市新政，包括购买地下停车位、商业办公用房按契税实缴额度给予补助，鼓励优 先采用房票安置或"以购代建"方式安置，2026年1月1日起新出让土地开发的商品房原则上实行现房销售等。 根据中指研究院监测，上半年（截至6月25日）全国超160省市（县）出台优化政策超340条。其中，各地调整 公积金政策超150条。 业内人士认为，6月13日国常会为市场释放了政策进一步加力的积极信号，下半年预计将全力落实已出台政 策，推动市场止跌回稳。 荆门发布19条稳楼市新政 日前，荆门市印发《关于持续巩固中心城区房地产市场稳定态势的政策措施》，推出6方面19条针对性举措， 多维度促进房地产市场平稳健康发展。 其中提出，加快地下停车位销售，居民购买地下停车位，网签商品房买卖合同、取得契税完税凭证的，由所购 地下停车位所在区按契税实缴额度给予100%补助。鼓励购买商业办公用房，在中心城区购买新建商业办公用 房用于非经营用途，网签商品房买卖合同、取得契税完税凭证的个人，由所购商业办公用房所在区按契税实缴 额度给予50%补助。 同时，推行房票安置，城市基础设施建设和城市更新过程中涉及到对被征迁 ...

Core Viewpoint - Hubei Jingmen has introduced 19 new policies to stabilize the real estate market, aiming for a healthy development of the sector amid ongoing national efforts to optimize housing policies [1][2][4]. Group 1: New Policies Introduced - The new measures include 100% subsidy for residents purchasing underground parking spaces and 50% subsidy for buying commercial office spaces in the central urban area [2]. - The policies encourage the use of housing vouchers for resettlement during urban infrastructure projects, allowing for more flexible usage of these vouchers [2][3]. - From January 1, 2026, newly sold residential properties on newly developed land will primarily be sold as completed units, with a gradual increase in pre-sale thresholds for new projects [3]. Group 2: National Context and Market Outlook - Over 340 optimization policies have been introduced across more than 160 provinces and cities in China as of June 25, with over 150 adjustments to housing fund policies [4][5]. - The State Council's meeting on June 13 signaled a stronger push for policy implementation to stabilize the real estate market, focusing on stabilizing expectations, activating demand, optimizing supply, and mitigating risks [4][5]. - Analysts expect that the second half of the year will see a full implementation of these policies, with additional measures to stimulate housing demand and improve market conditions [4][5].

Core Viewpoint - The Guangzhou Municipal Housing and Urban-Rural Development Bureau has released a public consultation draft for the "Implementation Measures for Land Acquisition and Compensation on State-owned Land," which encourages the implementation of housing vouchers as a compensation method for eligible projects [1][7]. Group 1: Housing Voucher System - The housing voucher has become a prominent term in Guangzhou's urban renewal and real estate market since its introduction, significantly boosting sales in various properties [3][5]. - The first city-wide housing voucher was issued in January 2024 in the Liwan District, serving as a settlement certificate for the compensation rights of the displaced individuals, allowing them to purchase homes [10][9]. - By November 2024, the scope of housing vouchers expanded to include all new marketable properties across the city, with the first cross-district voucher successfully redeemed in the Zhujiang Guanggang Huacheng project [10][4]. Group 2: Impact on Real Estate Market - The housing voucher system is more attractive to displaced residents compared to traditional monetary compensation or relocation methods, as it often offers a higher value and greater flexibility in choosing properties [12][5]. - In Huangpu District, over 1,100 units have been purchased through the housing voucher system, resulting in a transaction volume exceeding 2 billion yuan, indicating a significant acceleration in the local real estate market [5][12]. - The rapid sales of mid-sized residential units in the Liwan District, with average prices between 40,000 to 50,000 yuan per square meter, are closely linked to ongoing urban renewal projects [6][12].

Investment Rating - The report maintains a "Positive" rating for the real estate and property management sectors [4][32]. Core Insights - The report highlights a significant decline in both new and second-hand housing transactions, with new home sales in 34 key cities dropping by 70% week-on-week and 78% year-on-year in June [4][5][8]. - The report emphasizes the need for increased policy support to stabilize the market, with expectations for measures such as mortgage rate cuts and enhanced housing supply [4][32]. - The issuance of special bonds for the acquisition of existing homes in Zhejiang Province is noted as a key policy development [4][32]. Industry Data Summary New Home Transaction Volume - New home sales in 34 key cities totaled 838,000 square meters last week, reflecting a 70.3% decrease compared to the previous week [5]. - Year-on-year, new home sales in June are down 78%, with first and second-tier cities seeing a 77% decline [8][9]. Second-Hand Home Transaction Volume - Second-hand home sales in 13 key cities decreased by 29.1% week-on-week, with a year-on-year decline of 20% in June [13]. - Cumulative sales for the year show a 12.1% increase compared to the previous year [13]. New Home Inventory - In 15 key cities, 500,000 square meters of new homes were launched last week, with a sales-to-launch ratio of 1.69 [23]. - The total available residential area in these cities is 88.94 million square meters, showing a 0.4% decrease week-on-week [23]. Policy and News Tracking Real Estate Sector - The Ministry of Housing and Urban-Rural Development emphasizes that building "good houses" does not equate to building "large" or "expensive" houses [32]. - The issuance of special bonds in Zhejiang for the acquisition of existing homes is highlighted, with a total issuance of 55.3 billion yuan [32][34]. Property Management Sector - Beijing has launched a three-year action plan to enhance property management services, focusing on improving service quality and meeting resident needs [38].

房地产一头连着群众民生，一头连着经济发展。去年以来，我国多地从消化存量、优化增量两方面着 手，推出一揽子政策组合拳，推动房地产市场持续回稳向好。 政策持续优化 作为中国房地产市场的风向标，上海楼市的一举一动牵动着无数人的心。2024年，上海市先后印发《关 于优化本市房地产市场平稳健康发展政策措施的通知》《关于进一步优化本市房地产市场政策措施的通 知》，提出调整优化住房限购政策、支持多子女家庭合理住房需求、优化住房信贷政策等"沪九条"，以 及优化住房信贷、调整住房税收等"沪七条"。 随后，上海持续落实各项政策措施，"沪九条""沪七条"政策效应持续显现，总体呈现回稳向好态势。数 据显示，上海3月新开盘项目保持较高热度，16个项目完成认购；在售项目销售提速，3月以来日均成交 比去年同期增加34%。 杭州市安居集团是一家以保障性住房投资建设运营为主的国有企业。日前，该集团正征集已建成存量商 品房用于保障性住房，其中，保障性租赁住房面积以不超过70平方米为主，配售型保障房面积以不超过 125平方米为主。安居集团相关负责人介绍，完成收购后，将全面整修房屋，配备基本设施设备。 太平洋房屋副总经理廖峰表示，上海楼市在"沪九条 ...

Core Viewpoint - The Hainan Provincial Government has introduced a set of policy measures to support urban renewal, emphasizing the importance of providing housing solutions for displaced residents and optimizing land use for urban development [1][2]. Group 1: Urban Renewal Policies - The measures allow for housing vouchers or "purchase instead of construction" methods to accommodate displaced residents, encouraging the acquisition of commercial housing for urban village redevelopment [1][2]. - Cities and counties are encouraged to create detailed planning for urban renewal based on actual needs, using a layered approach to planning [1]. - The calculation rules for floor area ratio (FAR) have been optimized, allowing for additional floor area as a reward for public infrastructure projects under 300 square meters, which do not count towards the FAR [1]. Group 2: Land Supply and Development - The policy optimizes land supply by allowing small, irregular plots of land (up to 10% of the total project area) to be supplied through allocation or agreement if they cannot be developed independently [1]. - There is a focus on transforming old factory areas while ensuring building quality and safety, encouraging the renovation and functional adjustment of existing legal factory buildings [1]. Group 3: Housing Quality and Investment - The measures support the construction of high-quality residential projects, promoting ecological and aesthetic design, and optimizing residential project FAR calculations to enhance living conditions [2]. - A multi-faceted financing mechanism is proposed to attract private enterprises and social capital into urban renewal projects, including partnerships and the establishment of urban renewal funds [2]. - The measures encourage eligible urban renewal projects to apply for Real Estate Investment Trusts (REITs) to facilitate investment [2].

Core Viewpoint - The Fujian Provincial Government has issued an implementation plan to boost consumption, particularly in the housing sector, through various supportive policies aimed at enhancing housing consumption and improving living conditions [1] Group 1: Housing Consumption Promotion - The plan promotes policies such as "housing vouchers," "shared ownership" purchasing, and "trade-in" for housing to stimulate housing consumption [1] - Local governments are encouraged to explore multi-entity acquisition models to support the purchase of existing properties for various community needs, including student dormitories and elderly care facilities [1] Group 2: Housing Renovation and Development - The initiative includes a commitment to renovate urban villages and dilapidated housing, with a target to start 5,000 urban village renovation projects and upgrade 45,000 old urban residential units by 2025 [1] - The plan aims to expand the usage of housing provident funds, allowing withdrawals for the renovation of old elevators and facilitating down payments for second-hand housing purchases [1] Group 3: Flexible Employment Support - Measures will be introduced to support flexible employment individuals in contributing to and utilizing housing provident funds, with a pilot program set to be launched in Zhangzhou [1]

继今年1月10日宣布买房送学位之后，这是当前一线城市中，首个落地买房送学位的区域。 除此之外，南沙区"房源超市"首批价值超1亿元的优选房源已正式上架。 一线城市首个！广州南沙区：买房送学位！ 通知明确指出，适龄儿童、少年父母或其他法定监护人自2025年1月10日（含2025年1月10日，下同）起在南沙区内购买新建商品住房，且满足拥有该房产 100%份额或者和子女共同拥有该房产100%份额的；及父母或其他法定监护人和子女在本市无房产，但适龄儿童、少年祖父母自2025年1月10日起在南沙 区域内购买新建商品住房，且同时满足祖父母拥有该房产100%份额，随祖父母同户同住三年以上，均可实现申请入读南沙区义务教育阶段起始年级区属 公办学位。 2025年，南沙成为自贸区满十年。在今年1月10日，南沙区住建局印发《南沙区关于促进房地产高质量发展的若干措施》，围绕"优化调整土地供应模 式""全面提升住房建设管理品质""加快构建房地产新模式"三个方面，具体提出12项具体举措，旨在推动南沙区加快构建房地产发展新模式，促进房地产 高质量发展。当时提出将研究推进"非本区户籍人员购买新建商品住房，可统筹安排区属公办学位（含政府购买的民 ...

珠海"房票安置"来了，城中村改造、楼市有何新变 化？ 南都讯 珠海实施"房票安置"的靴子终于落地。 2024年1月，有市民向南都"我给珠海两会捎句话"栏目建议，珠海效仿广州等地，在城中村改造中推行 房票政策。南都记者就此刊发系列报道，多位市人大代表、政协委员以及房地产业界人士发声支持，认 为房票安置作为现有货币补偿和实物安置模式的一种补充形式，既可拓宽现有安置渠道，增加被征收人 的选择自由度，也有利于减轻城中村改造前期资金的巨额投入，推动商品房去库存。在南都开展的问卷 调查中，更有六成受访者期待房票安置能在珠海落地。 时隔一年多后，珠海市人民政府办公室于2025年3月4日印发《珠海市房票安置实施方案（试行）》（以 下简称《方案》），探索通过房票安置形式解决城中村改造安置问题。这意味着，继广州、郑州、南 京、南昌、昆明、贵阳等城市之后，珠海也步入"房票"时代。 珠海"房票安置"有何亮点？ 可缩短拆迁补偿安置周期，提升被拆迁人居住品质 根据《方案》，珠海"房票"是将被拆迁人房屋安置补偿权益进行货币量化后，由区政府（管委会）出具 给被拆迁人购置房屋的结算凭证。即在被拆迁人签订拆迁补偿安置协议生效以后，区政府（管委会 ...