来源：魔都财观 上周高层发了一个重磅文件，关于城市更新的。 规格很高，但市面上的讨论不多。 因为文件偏宏观，是顶层设计和方向性的，但对楼市、对城市，对我们的房子，其实影响深远，意义很大。 我仔细研究了下，帮大家找出几个重点。 不得不说，往后国内拆迁的节奏要变了。 上海这边，有自己的步伐，具体往下拉。 大拆大建的时代结束了 这个D级危房指承重结构承载力已无法满足正常使用要求，房屋整体出现险情，随时可能倒塌的房屋。包括地基沉降，结构变形，材料老化等可能危害生 命安全的房子。 实际上被鉴定为D级危房是相当困难的，之前哈尔滨私拆承重墙导致住户家中出现裂缝的高层住宅，最终的鉴定结果依然是"结构整体安全稳定"。 官方数据，我国城镇化率已经超过67%，9.4亿人生活在城镇。剩下的还生活在农村的，不少都是老人，不太可能搬到城市，所以城市化已经接近饱和。 城市发展思路也需要从"大拆大建"转向精细化运营，进入以存量为主的新阶段。 城市更新的路子在这个基础上也会发生变化。 国内拆迁的节奏也要放缓了 《意见》提出了八项主要任务，包括加强既有建筑改造利用，推进城镇老旧小区整治改造，开展完整社区建设，推进老旧街区、老旧厂区、城中村等更新 ...

0:00 南方财经全媒体记者郑玮 广州报道 5月，中共中央办公厅、国务院办公厅《关于持续推进城市更新行动的意见》正式印发，一场大规模城 市更新在全国按下"加速键"。 其中，推进城镇老旧小区整治改造被列入这轮城市更新关键任务。各地有何动作？ 作为全国人口第一大省，2025年广东已下达老旧小区改造资金共计17.1亿元，全年计划开工改造老旧小 区1289个，其中广州计划改造小区数量156个，位列全省第一。 在小区内记者看到，当时部分业主提出扩建电梯间及连廊工程的公示图仍贴在住宅楼一楼，公示时间为 2017年12月至2018年1月。近8年过去，公示图已经褪色泛白，电梯还没有装上。而在同一小区一墙之隔 的另一栋楼，新加装的电梯已经顺利运转了好几年。 杨宏伟是同一小区另一栋楼的住户，也是金麓社区的网格支部书记，回忆起当初楼栋推进电梯加装项目 的过程，他告诉南方财经全媒体记者，最关键的推动力量是一个由3户业主组建的"服务小组"，其中包 括一名"有威望的协调者"，负责化解矛盾，一名"年轻力壮的执行者"，负责对接政策、跑手续，还有一 位专门负责财务核算的"财务管理者"。 "要找几位负责的、热心的业主全程跟进，且各自分工明确，这 ...

Core Viewpoint - The renovation of old urban residential areas is a significant livelihood and development project, with the recent issuance of the "Opinions on Continuing to Promote Urban Renewal Actions" emphasizing the importance of this task [1] Summary by Relevant Sections Renovation Goals and Standards - The core value of old residential area renovation lies in achieving multiple objectives such as housing security, quality improvement, economic vitality, cultural heritage, and long-term maintenance through systematic updates [3][4] - A "good house" standard system distinct from new residential buildings is needed, focusing on safety standards while innovating lightweight renovation technologies suitable for existing buildings [6] Challenges in Renovation - Key challenges in the renovation process include funding procurement, inter-departmental collaboration, and resident consultation [3][9] - The fragmentation of property rights and unclear responsibilities for shared spaces complicate funding and maintenance post-renovation [7] Solutions and Innovations - Proposed solutions include establishing a dynamic evaluation and updating mechanism, promoting differentiated updating strategies, and transitioning from "point renovation" to "area renewal" to enhance overall community quality [3][10] - The establishment of a digital platform for data integration and a unified funding management mechanism is essential for effective renovation [10] Community Engagement and Coordination - High coordination costs and inefficiencies in resident consultation processes highlight the need for institutional improvements in negotiation procedures and funding for consultation activities [11][12] - Professional support systems and training for community workers are necessary to enhance negotiation efficiency and conflict resolution [12] Future Directions - After completing the renovation of areas built before 2000, the focus should shift to creating a sustainable updating system that includes dynamic assessments and preventive interventions [13] - Emphasizing community life cycles and integrated area updates will help avoid fragmented governance and ensure that renovations are sustainable and centered on people's needs [13]

住建部副部长秦海翔：全国累计开工改造老旧小区28万个 惠及居民4800万户、超1.2亿人 智通财经5月20日电，住房城乡建设部副部长秦海翔在国新办发布会上表示，近年来，住房城乡建设部 指导各地扎实推进城镇的老旧、小区改造。截止到2024年底，全国累计开工改造老旧小区28万个，惠及 居民4800万户、超过1.2亿人。 ...

历经一年多的改造，广东省农垦总局大院近日以全新面貌亮相。这是广州市天河区首个政企合作改造的 老旧小区项目，由天河区与广东省农垦集团公司共同出资。此次改造不仅完善了社区设施和配套，还深 挖农垦文化打造了原创IP"小灵胶"，让其成为居民的情感纽带和记忆共鸣。 改造后，大院铺设了慢行跑道。 政企合作解决资金难题 位于天河区五山街道的广东省农垦总局大院共有25栋住宅楼，有超过400户1500人在此生活。大院各住 宅楼宇建成年代跨度较大，最早的建筑已建成近60年，社区配套陈旧、绿化杂乱等问题日益凸显。 农垦总局离休退休干部工作办公室主任邓天益介绍，在上世纪90年代末房改结束后，大院基本上没有进 行过大的翻新。广东省农垦集团公司在2022年就对农垦总局大院的改造进行立项，由于资金、规划等多 方面原因，改造仅限于平整地面、修缮外墙等小范围工程。 天河区政府的及时介入，为这一改造项目注入了新的活力。去年1月，天河区联合广东省农垦集团公 司，以"政府主导、企业参与"的模式启动改造。 "相对于老城区而言，天河区的老旧小区的质量、设计、环境还算过得去，加上不少老旧小区的房子已 经对外出租，因此业主出资进行改造的意愿并不高，如何激发 ...

Core Insights - Rongti Technology, led by founder Wang Yichao, is a leading enterprise in the installation and renovation of elevators in existing residential buildings in Qingdao, with a projected completion of over 100 elevator installation projects this year, setting a new record [1][7] Company Overview - Founded in 2014 by Wang Yichao, a retired naval officer, Rongti Technology has grown from installing 1 elevator in its first year to over 100 elevators annually, showcasing significant business expansion [3][6] - The company employs over 30 veterans, forming a technical team with experience in national defense engineering, and has installed more than 400 elevators across over 50 communities in Qingdao, achieving a 100% government acceptance rate for completed projects [3][7] Business Strategy - The company has successfully navigated challenges in the elevator installation market, such as differing opinions among residents and funding issues, by implementing innovative measures like modular pre-assembly and rapid installation techniques [6][8] - Rongti Technology aims to extend its warranty period to 10 years, significantly longer than the industry standard of 2 years, to address residents' concerns and enhance post-installation service [8] Market Expansion - The company has expanded its operations beyond Qingdao to cities like Beijing, Jinan, and others, maintaining a zero accident rate in its projects [7] - In addition to elevator installation and renovation, Rongti Technology is diversifying into areas such as large-scale machinery remanufacturing, supply chain financial management, and high-end cotton textile industry investment [8] Future Outlook - The company plans to leverage technological innovation and quality service to become a leader in the elevator installation and renovation market, while also encouraging more veterans to engage in entrepreneurship [9]

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]

要说2025年最意外的事，就是老旧小区重新换发新春，2000年之前的老房子，如今在政策加持下，竟然也成了香饽饽。 国家住房部，将老旧小区改造强行列入城市更新的改造范围，中央拨款6500亿改造资金，直接让改造后的小区，房价提高了20%。 中央财政已拨付6500亿改造资金，目前全国待改造小区21.9万个，涉及居民超2亿人。据统计，改造后平均房价涨幅18%-35%。 2. 学区老破小再升值 在老旧小区加装电梯+智慧社区改造后，租金从6000涨到9000，老破小本身居住环境差，一旦改良后那就是质变。现在家长是"既要又要"，学区和居住品 质都不能少。 北师大房地产研究中心主任董藩说："教育均衡化反而强化了顶级学区房价值，改造后的老破小成了'买得起的名校门票'。" 3. 装电梯的顶楼房成潜力股 以前顶楼是楼市鄙视链底层，现在却成香饽饽。上海杨浦某1995年的七层老楼，加装电梯后顶楼房价反超中间楼层。 原理其实很简单，改造后得房率不变，但多送20平露台，一家人撸个串喝个酒，那感觉真不要太爽，妥妥的福利房。 1. 老破小迎来逆袭 今年3月住建部明确，到2025年基本完成2000年前老旧小区改造。不是刷墙铺路那种面子工程，而是 ...

Investment Rating - The report maintains a "Positive" investment rating for the building materials industry [14] Core Insights - The building materials sector has entered a stock era, with increasing demand for renovation driven by urban renewal, which focuses on public domain renovations alongside home decoration [4][20] - Since the central government's deployment of urban renewal in 2019, the demand for urban renewal has steadily increased, with certain categories like exterior wall coatings and waterproofing seeing their share rise to approximately 30% [4][9] Summary by Sections Urban Renewal Overview - Urban renewal is a necessary redevelopment process for cities at a certain stage of development, focusing on the integration and renovation of outdated residential areas, old commercial zones, and villages within cities to meet modern needs [8][20] - The current trend in urban renewal is shifting from extensive demolition to comprehensive remediation, leading to larger scales of renovation and more refined demand for building materials [8][20] Demand Analysis - In 2024, the total demand area is estimated at approximately 4.55 billion square meters, with old residential area renovations accounting for about 1.11 billion square meters and village renovations about 0.14 billion square meters, making urban renewal's share of the total area around 28% [9][44] - By 2025, under a neutral assumption, the area for old residential renovations is projected to be 1.16 billion square meters, with urban renewal's share potentially reaching 32% [9][44] Old Residential Area Renovation - The renovation of old residential areas has exceeded initial targets, with nearly 280,000 projects completed from 2019 to 2024, benefiting approximately 120 million residents [10][42] - The primary building materials involved in these renovations include exterior wall coatings, waterproofing, and insulation [10][44] Village Renovation - The scope of village renovations is expanding, with 1,863 projects implemented in 2024, benefiting 1.367 million households [11] - The government plans to continue expanding the scale of renovations, with an additional 1 million units expected to be implemented [11] Underground Pipeline Renovation - Policies for urban pipeline renovations are intensifying, with a target of over 100,000 kilometers of underground pipelines to be renovated annually [12] - The total investment demand for pipeline renovations is estimated at around 4 trillion yuan, with an annual average of 1.2 trillion yuan [12]

Core Viewpoint - The article discusses the ongoing transformation of old residential areas in China, highlighting the government's push for comprehensive renovation projects and the challenges faced in funding and execution [4][12][16]. Group 1: Transition from "Need for Renovation" to "Comprehensive Renovation" - The definition of old residential areas is evolving, with the government now including properties built before January 1, 2023, in renovation subsidy programs [2][3]. - The Ministry of Housing and Urban-Rural Development announced that all urban old residential areas built before 2000 will be included in urban renewal projects, indicating a significant expansion of renovation efforts [3][7]. - As of now, nearly 280,000 old residential areas have been renovated, benefiting approximately 120 million residents [7]. Group 2: Challenges in Funding and Execution - The funding for these renovation projects remains a significant challenge, with local governments heavily reliant on land financing, which may deter them from fully renovating old properties [12][14]. - Many renovation projects are funded entirely by local governments, with residents often not contributing financially, leading to difficulties in achieving a collaborative funding model [13][14]. - The reluctance of property developers to engage in these projects is attributed to low profit margins and the complexities involved in coordinating with residents [14][15]. Group 3: Exploring New Possibilities - Cities are actively seeking to attract social capital and encourage residents to contribute financially to renovation projects, moving towards a model of community-driven development [16][19]. - Successful examples of self-funded renovation projects, such as the Zhejiang Gongshang University community, demonstrate the potential for residents to take the lead in funding and executing renovations [20][21]. - The article suggests that innovative approaches, such as bundling projects and integrating community services, could enhance the viability and attractiveness of old residential area renovations [18][19].