（记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：业绩说明会承诺"抢抓城中村改造机遇"，但未披露任何 中标信息，同行业中达安、深城交已斩获多个改造项目，甘咨询为何颗粒无收？调研成果未转化为订 单，问题出在哪？ 甘咨询（000779.SZ）1月15日在投资者互动平台表示，公司下属子公司已在城镇老旧小区辖区、老旧地 下管网更新改造、城中村改造、棚户区改造安置、城市危旧房改造等相关业务领域获得项目订单并开始 实施。 ...

1月12日，民革广州市委会召开2026年"两会"代表、委员与媒体座谈会。会上，广州市政协委员、广州 中源咨询有限公司总经理刘根生表示，广州正处于城市高质量发展的关键时期，面临土地资源约束趋 紧、城市功能亟待优化、基础公共服务设施老化、空间品质与能级不足等挑战，深入推进城市更新，盘 活存量资源，优化功能布局，提升宜居宜业水平，已成为城市发展的迫切需要。 2025年末广州地铁线网运营总里程达到779.9公里，稳居全国第三，车站数397座，日均客流量达931.2万 人次，四期规划（2025-2031年）已启动申报。广州地铁资产价值已过万亿，不仅是市民出行首选交通 方式，更是引导城市空间结构优化、促进土地集约高效利用、带动区域整体发展的强大引擎。 2025年1月广州市印发《广州市轨道交通场站综合体建设及周边土地综合开发实施细则》，对地铁街区 土地及地下空间复合利用、社会资本参与开发等提出诸多创新举措。我市已实施琶洲南（赤沙车辆 段）、长隆、南站、越秀星汇城（镇龙站）等标杆TOD项目，据测算TOD项目周边土地相对溢价 20%-30%，商业销售及租金回报可观，单个TOD街区可创造0.5-1.5万就业岗位，综合年化回报率约 ...

Core Viewpoint - Beijing's financial regulatory bureau has launched a unique financial support pilot policy for the renovation of dilapidated buildings, introducing a specialized "personal housing renovation loan" product to address residents' financing challenges [1][2]. Group 1: Financial Support and Loan Products - The pilot policy is the only one of its kind in the country, aimed at alleviating financing difficulties for residents by allowing banks to offer "personal housing renovation loans" based on renovation costs [2][3]. - The loan disbursement is aligned with the progress of the renovation project, ensuring that the security of creditors is maintained through optimized property registration processes [2][3]. Group 2: Collaboration and Process Innovation - The "带押改建" (mortgage renovation) process involves close collaboration between banks, property registration departments, and implementation entities to streamline the mortgage change agreements and registration [2][3]. - A "four-in-one" mechanism has been established to integrate the processes of mortgage cancellation, property cancellation, first registration of new properties, and first registration of new mortgages, effectively eliminating the "vacuum period" of mortgage rights [3]. Group 3: Community Impact and Future Plans - The pilot project has successfully demolished the building at Sanlihe District 28 and is currently under construction, with positive social feedback regarding the renovation loans being disbursed as per schedule [4]. - The experience gained from this pilot will be applied to other dangerous residential building renovation projects in Beijing, aiming for cross-departmental collaboration to ensure safety and improve living conditions for residents [4].

1. Report Industry Investment Rating - No information provided in the report 2. Core Viewpoints of the Report - The report comprehensively presents macro - economic data, commodity investment information, financial news, bond and stock market trends. It shows that in 2025, China's foreign trade reached a record high, and various industries such as metals, energy, and agriculture have different price and market changes. The financial market also experiences policy - driven and market - based adjustments [2][16] 3. Summary by Directory 3.1 Macro Data Quick View - GDP in Q3 2025 grew by 4.8% year - on - year, lower than the previous quarter's 5.2% [1] - In December 2025, the manufacturing PMI was 50.1%, slightly higher than the previous month; the non - manufacturing PMI was 50.2% [1] - In November 2025, social financing scale was 24,888 billion yuan, and new RMB loans were 390 billion yuan [1] - In December 2025, CPI increased by 0.8% year - on - year, and PPI decreased by 1.9% year - on - year [1] 3.2 Commodity Investment Reference 3.2.1 Comprehensive - In 2025, China's foreign trade imports and exports totaled 45.47 trillion yuan, with exports growing 6.1% and imports growing 0.5% [2] - Guangzhou Futures Exchange announced trading rules for lithium carbonate futures LC2701 and polysilicon futures PS2701 contracts [2] - On January 14, 37 domestic commodity varieties had positive basis, and 31 had negative basis [3] 3.2.2 Metals - On January 15, spot silver hit a record high of $93.68 per ounce. On January 14, domestic silver futures rose 8% [4] - Tungsten prices continued to rise in 2026. On January 14, black tungsten concentrate prices exceeded 500,000 yuan per ton [5] - In December 2025, China's rare earth exports increased by 32% year - on - year to 4,392 tons [5] 3.2.3 Coal, Coke, Steel and Minerals - In December 2025, China's steel product exports reached 11.3 million tons, and annual exports increased by 7.5% to 119 million tons [7] - In 2025, China's iron ore imports increased by 1.8% to 1.26 billion tons [8] 3.2.4 Energy and Chemicals - The US government expects more Venezuelan oil to enter the market in the coming days and weeks [9] - OPEC maintained its 2026 global oil demand growth forecast at 1.38 million barrels per day and predicted 1.34 million barrels per day for 2027 [9] 3.2.5 Agricultural Products - In early January, most agricultural product prices in the circulation field rose, with live pigs hitting a new high since September 2025 [10] - In early January, soybean prices fell by 2.12% month - on - month, and cotton prices rose by 1.97% month - on - month [11] 3.3 Financial News Compilation 3.3.1 Open Market - On January 14, the central bank conducted 240.8 billion yuan of 7 - day reverse repurchase operations, with a net investment of 212.2 billion yuan [13] - On January 15, the central bank will conduct 900 billion yuan of 6 - month term repurchase operations, with an additional 300 billion yuan [13] 3.3.2 Important News - The State Council Information Office will hold a press conference on January 15 to introduce the effectiveness of monetary and financial policies in supporting high - quality economic development [15] - In 2025, China's foreign trade imports and exports reached a record high, and the government continued to promote fiscal and financial coordination to boost domestic demand [15][16] - The three - department deployment regulates the competition order of the new energy vehicle industry [18] 3.3.3 Bond Market Summary - The inter - bank bond market was volatile in the morning, and bond yields mostly declined in the late session [23] - The exchange - traded bond market showed that most of the Vanke bonds were weak [24] - The CSI Convertible Bond Index rose 0.15% [25] 3.3.4 Foreign Exchange Market Express - The on - shore RMB against the US dollar closed at 6.9734 on January 14, up 31 points [28] - The US dollar index fell 0.11% in New York trading [28] 3.3.5 Research Report Highlights - CITIC Securities believes that during the new debt - resolution cycle, the transformation of urban investment platforms will shift from quantity reduction to quality improvement [29] - CICC believes that the Fed will likely keep interest rates unchanged in January and may cut rates in March [30] 3.4 Stock Market News - On January 14, the A - share market showed a pattern of rising and then falling, with a turnover approaching 4 trillion yuan [32] - The Hong Kong Hang Seng Index rose 0.56% [32] - Regulatory authorities put forward three - pronged supervision requirements for fund dividends [33] - The single - day trading volume of domestic ETFs exceeded 700 billion yuan on Wednesday [33]

Core Perspective - The transformation of industrial heritage sites in Zhengzhou reflects a blend of historical preservation and modern economic revitalization, showcasing the city's efforts to repurpose old factories and cultural sites into vibrant community spaces [1][2][3][4] Group 1: Industrial Heritage Transformation - The "磨街文创园" (Mojie Cultural and Creative Park) has repurposed the former Zhengzhou Abrasives Research Institute into a creative space, attracting around 2,200 jobs and over 120 new micro-entrepreneurial entities since its opening in October 2023 [2] - The renovation approach emphasizes preserving the original industrial aesthetics, with no trees cut or buildings demolished, maintaining the historical character of the site [2] - Similar projects, like "郑州记忆·油化厂" (Zhengzhou Memory Oil Chemical Plant), have also retained their original structures while introducing new business models, resulting in over 30,000 daily visitors [2] Group 2: Cultural Integration and Community Engagement - The "亳都·新象商业街区" (Bodu New Image Commercial Street) integrates modern commercial activities with historical elements, attracting over 100,000 visitors on its opening day and enhancing cultural identity among residents [3] - The blending of modern and traditional elements in these spaces creates a comfortable environment for community engagement, allowing residents to connect with their cultural heritage [3] - Ongoing projects like "塔湾古街" (Tawan Ancient Street) and "国棉三厂文化街区" (National Cotton Factory Cultural District) are expanding the vision for cultural and historical site revitalization in Zhengzhou [4]

Core Viewpoint - Wuhan's financial support measures aim to facilitate urban renewal through the "Five Reforms and Four Goods" initiative, targeting at least 100 urban renewal projects with a financing support of no less than 1 trillion yuan [1][2]. Group 1: Financial Support Measures - The measures propose to connect with no less than 100 urban renewal projects and provide at least 1 trillion yuan in financing support [1][2]. - A comprehensive financial support system will be established, covering key support areas, service models, funding guarantees, policy coordination, and risk prevention [2][3]. - Innovative service models will allow projects to obtain credit financing based on market principles, covering the entire process from asset acquisition to operation management [2][3]. Group 2: Urban Renewal Goals - The "Five Reforms" include the renovation of existing buildings, upgrading old residential areas, enhancing old neighborhoods, revitalizing old factories, and accelerating the transformation of urban villages [1][4]. - By 2025, 80 urban renewal areas are expected to commence, with 171 million square meters of existing buildings and 729 million square meters of urban village renovations completed [1][5]. - The initiative aims to create 20,000 safe and comfortable "good houses," 200 well-equipped "good communities," and 173 optimized "good neighborhoods" over three years [5]. Group 3: Project Implementation and Community Development - The first batch of 80 "small and beautiful" areas is under rapid development, with each region exploring diverse paths based on its characteristics [4][5]. - The urban renewal strategy emphasizes not just physical reconstruction but also the transformation of development methods, enhancing urban resilience and livability [5]. - The establishment of a financial service team will ensure close collaboration between financial institutions and project implementation entities, facilitating early involvement in project planning and financing [3].

Core Viewpoint - The implementation of "house inspections" across various cities in China aims to enhance living conditions and facilitate urban renewal, focusing on the systematic evaluation of older buildings to avoid resource waste and social conflicts while promoting gradual urban development [1][2][3]. Group 1: House Inspection Initiatives - Cities like Zhengzhou, Changsha, and others have begun implementing "house inspections" for older residential buildings, establishing systems for safety management and insurance [1][2]. - Over 210 million residential units in China are over 25 years old, accounting for approximately 38.7% of urban housing, highlighting the need for systematic evaluations to improve safety and comfort [1][2]. Group 2: Urban Development Strategy - The shift from rapid urban expansion to quality-focused development emphasizes the importance of enhancing existing structures rather than merely constructing new ones [2][3]. - Urban renewal efforts include adding elevators, improving infrastructure, and enhancing community amenities, which require a strategic approach to address key issues effectively [2][3]. Group 3: Quality of Life and Community Impact - The "house inspection" initiative is not only about building safety but also reflects a commitment to improving residents' quality of life, aligning with the principle of "people's cities built by the people" [3][4]. - The initiative aims to transition older buildings from merely habitable to desirable living spaces, thereby supporting the broader goal of urban health and sustainability [3][4].

政策紧扣城市更新实际，按照不同产权归集场景，分别明确了对应的不动产登记路径与方法。针对"单 宗地单主体""单宗地多主体""多宗地单主体""多宗地多主体"等四种常见情形，明确按"主体"与"宗地"分 类施策，无论是原址翻建还是拆除重建，权利人都能清晰知晓如何整合产权、办理登记；针对"划拨、 出让、作价出资(入股)、置换"等不同土地取得方式，明确每种方式下的产权归集逻辑、用地手续完善 要求及登记程序；对于文保建筑、历史风貌建筑等保留建筑，提出"协议搬迁""房屋征收""房屋买 卖""资产划转"等多种产权归集方式和"带建筑挂牌"等模式的登记路径；针对"未登记产权确认""涉及公 房承租""产权归集前信息查询"等常见问题，也提出了解决路径。 本报讯(记者姚政宇)记者从省自然资源厅获悉，为了有效破解城市更新过程中产权主体多元、权属来源 复杂、产权归集难等问题，我省近日在全国率先制定印发《江苏省城市更新产权归集与不动产登记政策 工具箱(试行)》，为各地规范、高效、有序推进城市更新提供更加清晰、务实、可操作的政策指引。 我省还同步印发了《江苏省各地城市更新产权归集案例汇编》，精选全省9个典型案例，涵盖多元主体 重建、原址翻建、保 ...

（来源：内蒙古日报） 转自：内蒙古日报 □本报记者 蔡冬梅 隔着围挡，76岁的梁建秀老人时常驻足凝望，她伸出手，指向三楼的一个明亮窗户，嘴角漾开笑 意："看，那就是我家，开春就能回'新家'了。"不远处，几张略显褪色的项目效果图前，几位老街坊正 热烈地讨论着他们未来的温暖港湾——"家和新居"的户型细节，欢声笑语仿佛驱散了北国的寒意。 此刻，这片土地上正在发生的，远不止是钢筋水泥的物理重塑。它是一幕生动而深刻的基层治理实践， 一场由156户普通居民亲手擘画、全程参与的"家园重生记"。这个故事，始于无法安居的危房困境，成 于"我的家园我做主"的勇敢探索与民主实践，更与自上而下、层层推进的国家城市更新政策东风紧密同 频、深度共鸣。 时间回拨到2020年春天。彼时，被称为"土六栋"的六栋建于1978年的三层老楼，锈蚀老化的管道、时常 泛滥的污水，以及冬日里依靠烧煤炉取暖的艰辛，是梁建秀和她的155户老街坊们的共同记忆。改造迫 在眉睫，当地政府迅速行动，组织居民进行了临时安置，解了燃眉之急。然而，暂时的搬离并未熄灭大 家对"回家"的深切期盼。传统的"政府大包大揽、居民被动等待"的改造模式，在面对产权复杂、资金需 求大等现 ...

Group 1 - The 25th China (Chengdu) Building and Decoration Materials Expo will be held from April 16 to 18, 2026, at the Western International Expo City, covering an exhibition area of 160,000 square meters and expected to attract over 2,000 exhibitors with more than 50,000 new products [1][2] - The expo, established in 2004, is recognized by the Global Association of the Exhibition Industry (UFI) and has become the largest event of its kind in the central and western regions of China [1] - Key initiatives for this year's expo include the Urban Renewal Theme Pavilion, Sichuan-Chongqing Home Design Week, Factory Direct Purchase Festival, Digital Platform, and Overseas Trade, focusing on urban renewal, infrastructure enhancement, and smart community construction [1][2] Group 2 - The Sichuan-Chongqing Home Design Week will feature multiple design-themed exhibitions and professional forums, aiming to efficiently convert design value into industrial value [2] - The expo will introduce a Factory Direct Purchase Festival to enhance supply-demand matching efficiency and transparency, focusing on core categories such as doors and windows, bathroom products, custom furniture, and artistic coatings [2]