Group 1 - The National Development and Reform Commission (NDRC) is actively promoting infrastructure REITs, expanding to urban renewal facilities, hotels, sports venues, and commercial office facilities [1] - The NDRC aims to enhance collaboration with the China Securities Regulatory Commission (CSRC) to optimize the project application process and improve work efficiency while ensuring risk prevention and quality control [1] - Urban renewal is expected to accelerate, with a focus on various types of old asset revitalization beyond residential updates, including old street renovations and cultural heritage building upgrades [1] Group 2 - The "asset shortage" logic suggests that REITs, characterized by high dividends and medium-low risk, are likely to see increased attractiveness due to enhanced policy support and expectations of social security and pension fund investments [2] - Companies like Everbright Jiabao are cultivating core competencies in commercial asset management and urban renewal projects, primarily in first-tier cities, with a managed fund scale of 21.981 billion and managed asset scale of 47.330 billion [3] - Huayang International is deeply involved in urban renewal projects across multiple cities, including Shenzhen and Guangzhou, and is also expanding into the micro-short drama business with a team of over 100 [3]

城市更新是推动城市高质量发展的综合性、系统性战略行动。今年5月发布的《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》明确提出，我国推进城市更新的主要目标是：到2030年，城 市更新行动实施取得重要进展，城市更新体制机制不断完善，城市开发建设方式转型初见成效，安全发 展基础更加牢固，服务效能不断提高，人居环境明显改善，经济业态更加丰富，文化遗产有效保护，风 貌特色更加彰显，城市成为人民群众高品质生活的空间。 城市更新该如何推进？近日，住房和城乡建设部部长倪虹表示，城市更新应因地制宜、探索创新，着力 在规划、资金、运营、治理四方面下功夫。 城市更新应下功夫制定好城市更新专项规划。倪虹表示，建立城市体检与城市更新一体化推进机制，建 立完善"专项规划—片区策划—项目实施方案"规划实施体系，做好规划衔接。 住房和城乡建设部建筑节能与科技司副司长张雁介绍，住房和城乡建设部已经印发城市更新规划编制导 则和手册，指导各地依据城市体检结果，科学制定城市更新规划，形成发现问题、解决问题、评估成 效、巩固提升的工作路径，确保城市更新项目落地落实落细。 "先体检、后更新""无体检、不更新"越来越成为大家共识。目前，全国 ...

Core Insights - The renovation of old houses is becoming a key driver for growth in the home furnishing industry, with the market expected to reach 5.17 trillion yuan by 2028, significantly boosted by old house renovations [1][4][9] - The industrialized interior decoration model is seen as a systematic innovation over traditional renovation methods, addressing pain points in old house renovations and promoting high-quality urban renewal [1][6][9] Industry Growth and Market Dynamics - The home furnishing industry is projected to experience a compound annual growth rate of approximately 2.8% over the next five years, driven by policy guidance and market demand [4][5] - The shift in consumer demand from "housing for all" to "quality housing" is reshaping the industry's focus from expansion to quality enhancement [4][5] Policy and Urban Renewal - The urban renewal policy framework has been continuously improved since 2025, with significant initiatives such as the renovation of 25,000 old urban communities planned for the coming years [5] - As of September 2023, 24,300 old urban communities have already begun renovation, benefiting approximately 48 million households and over 120 million people [5] Industrialized Interior Decoration - Industrialized interior decoration is rapidly emerging as a solution to challenges in traditional renovation, offering advantages such as standardized production, high efficiency, and reduced material waste [6][7] - This method not only ensures stable quality but also significantly enhances construction efficiency while minimizing environmental impact [6][7] Challenges and Collaborative Solutions - Despite its advantages, the industrialized interior decoration sector faces challenges such as insufficient collaboration and the need for improved standards [8] - To overcome these challenges, a collaborative ecosystem is necessary, involving all parties in the supply chain to enhance efficiency and reduce costs [8] Future Outlook - The demand for industrialized interior decoration is expected to grow steadily alongside urban renewal strategies and the ongoing construction of quality housing [9] - The future success of industrialized interior decoration hinges on significant investments in production lines and the development of modular products tailored for old house renovations [9]

Core Viewpoint - The recent fire at Hong Kong's Mong Fuk Court, the largest in 17 years, highlights significant safety concerns in urban renewal projects, particularly in aging residential areas [1]. Group 1: Incident Overview - The fire escalated to a level five alarm within four hours, resulting in severe casualties and raising concerns about urban safety during renewal processes [1]. - Mong Fuk Court, a public housing estate over 42 years old, is undergoing major renovations, reflecting the challenges of maintaining safety in high-density living environments [1]. Group 2: Urban Renewal and Safety - Urban renewal aims to enhance livability and safety through maintenance, reconstruction, and improved public facilities, with safety being a fundamental priority [2]. - The aging of residential buildings, coupled with an increasing elderly population, poses significant challenges for cities, necessitating a focus on safety in urban renewal efforts [1][2]. Group 3: Safety Aspects - **Material Safety**: Building materials must meet fire-resistant and environmental standards to prevent fire risks. The use of bamboo scaffolding, while cost-effective, contributed to the rapid spread of the fire due to its flammability [4]. - **Process Safety**: A strict construction oversight and risk warning mechanism is essential during long renovation periods. The ongoing renovations at Mong Fuk Court, which are set to continue until mid-2026, present inherent safety risks [5]. - **Result Safety**: Long-term safety resilience must be established to address existing hazards and respond to emergencies. The tragic fire underscores the need for a safety-first approach in urban renewal, prompting potential policy changes in construction practices [5].

城市因聚集而生，它是多元融聚的美好总和。今日，2025澎湃城市更新大会在上海张园成功举办，站在"十四五"收官与澎湃城市更新IP创立五周年的双重节 点上，大会以"甦（su同'苏'）生·重聚"为主题，标志着城市更新从物理空间的"破茧重生"，正式迈向修复社会联结、实现多维"重聚"的深化阶段。 上海报业集团党委副书记、总 经理、副社长胡明华 上海报业集团党委副书记、总经理、副社长胡明华代表主办方致辞。他开篇明义，指出本届城市更新大会的三大特点：一是以"甦生·重聚"为主题，立意深 远；二是本届大会将聚焦点放在"街区"这一城市最基本的活力单元上；三是特别策划推出了"澎湃国际街区日"及"澎湃国际街区之夜"系列活动。胡明华强调 智通财经将继续发挥好平台连接作用，共同为探索符合超大城市特点和规律的城市更新路径贡献媒体力量。 在上海市规划和自然资源局、上海市文化和旅游局、上海市静安区人民政府特别支持下，大会由智通财经主办、上海静安置业（集团）有限公司承办、上海 硕风文化旅游（集团）有限公司协办，上海市建筑学会、华建集团华东建筑设计研究院有限公司提供学术支持。 上海市文化旅游局党组书记、局长钟晓敏，与上海市静安区委副书记、区长翟磊 ...

Core Viewpoint - The company, Longfor Properties (600159), is committed to exploring opportunities in urban renewal policies to drive sustainable and high-quality development [1] Group 1 - The company will continuously monitor urban renewal policy opportunities [1] - The company aims to expand related businesses in line with its actual situation [1] - The focus is on promoting sustainable high-quality development [1]

说起正在进行的张园更新项目，唐玉恩坦言其中的艰辛："到现在为止，我们已经在这里和业主共同奋斗了7年。"她透露，张园项目的难度创下了上海地下 工程与地面工程相结合保护工程之最。 "城市更新对于上海这样一个特大型城市来说，是一个持续许多年的艰苦工作，不是刚刚开始。"在2025澎湃城市更新大会大师讲坛上，全国工程勘察设计大 师、华建集团上海建筑设计研究院有限公司资深总建筑师唐玉恩这样定义她眼中的城市更新。 从事建筑设计与保护工作数十年的唐玉恩，对上海的城市变迁如数家珍。"上海在近代才开始发展，1840年之后从黄浦江一直往西都是租界，一直到1941年 才收回。"她从工部局大楼、跑马场讲到人民广场，用一个个生动的案例，讲述着街区功能如何随着时代变迁而不断演变。 尽管过程艰难，但唐玉恩对张园的未来充满期待。她表示，改造后的张园既要保留里弄建筑的特色魅力，又要打造综合性的商业区。"里弄建筑是上海的重 要基因之一，这个特色必须保留。"她强调。 在唐玉恩看来，城市更新从来不是简单的推倒重来，而是在理解城市发展脉络的基础上，用专业和耐心实现历史与当代的对话。这或许正是这位资深建筑师 对上海这座城市最深情的告白。 ...

曾剑指"中国第一高楼"的深圳世茂深港国际中心项目，因开发商世茂集团陷入困境而停滞三年，且历经两次法拍流拍后，如 今迎来了实质性进展与新转机。 近日，深圳公共资源交易中心公示，深圳市城市规划设计研究院股份有限公司（下称"深规院"）以106.88万元中标该项目地 块的规划研究任务。此举距离龙岗区相关部门启动招标仅过去15天，标志着政府在以68亿元收储该项目核心地块后，正式主 导后续盘活工作。 项目进度安排。 这一任务的紧迫性源于项目的战略价值与停滞现状的矛盾。招标文件中提到，作为区域内核心功能片区及仅有的几处未建成 区之一，深港国际中心是实现龙岗中部现代化国际化"城市新客厅"功能品质和文化内涵提升的绝对的空间载体与重要项目抓 手。由于原实施主体的退出，片区建设已陷入停滞状态，就龙岗区当前的区域战略定位及发展战略部署而言，提出经济可 行、公共利益有保障、实施可持续的规划方案，推动项目盘活工作，具有强烈的迫切性。 据了解，大运中心及深港国际中心片区位于大运深港国际科教城的核心区域。近年来，龙岗区贯彻落实"一芯两核多支点"区 域发展战略，目标将"一芯"，即涵盖该片区的湾东智芯，打造成为粤港澳大湾区综合性国家科学中心的重 ...

Core Viewpoint - The article emphasizes the importance of urban development that prioritizes the well-being and housing of the people, highlighting significant achievements in urban renewal and housing security in China, particularly under the leadership of Xi Jinping [5][19]. Urban Renewal and Housing Improvement - Shanghai has completed the renovation of over 6,000 households, marking the end of the "bucket toilet" era, reflecting a commitment to improving living conditions for residents [5]. - Xi Jinping has consistently stressed that urban renewal directly impacts people's sense of gain, happiness, and security, making it a crucial aspect of enhancing living standards [5][8]. - The central government has initiated a large-scale housing security system, with over 68 million units of various types of affordable housing and relocation housing constructed, effectively addressing housing issues for 170 million people [10]. Cultural Heritage and Urban Memory - The article discusses the preservation of historical and cultural heritage in urban areas, emphasizing that urban renewal should not come at the expense of historical buildings and cultural sites [11]. - Xi Jinping advocates for a balanced approach to urban development that respects and protects historical culture while promoting modernization [11][15]. Modern Urban Governance - The article highlights the modernization of urban governance, with Shanghai implementing a "digital house" for efficient public services, showcasing a move towards smart city management [16]. - Xi Jinping has called for a meticulous approach to urban management, likening it to "embroidery," which emphasizes precision and care in governance [17][18]. People-Centric Urban Development - The overarching theme is that urban construction must prioritize making cities livable and ensuring that the best resources are allocated to the people, fostering a sense of community and belonging [19].

大咖云集，共话智慧市政高质量发展 今年7月，中央城市工作会议在北京举行。这是时隔十年，党中央再次召开的城市工作会议。回顾过去 十年，我国城镇化进程迈出历史性步伐，城市道路里程从36.5万公里增加到57.2万公里，城市桥梁由 6.54万座增加到9万余座，轨道交通建成里程由3069公里增加到1.1万公里，城市综合承载能力得到了显 著增强。 11月27日，以"智建未来·绿色赋能·共享发展"为主题的2025市政工程建设产业博览会在苏州国际博览中 心开幕。本届博览会由中国市政工程协会主办，江苏省市政工程协会、苏州市市政工程协会、中亿丰控 股集团有限公司协办，亚展国际会展（湖南）有限公司承办，汇聚了全国各省市的市政工程协会负责 人、专家学者、行业龙头企业、科研院所等代表，共绘智慧城市发展新蓝图。 全国政协常委、第十三届全国政协原副秘书长赖明，住房和城乡建设部城市建设司副司长王凯峰，中国 市政工程协会会长卢英方，江苏省住房和城乡建设厅一级巡视员陈浩东，苏州市人民政府副秘书长刘锋 等嘉宾出席开幕式。 开幕式由中国市政工程协会副会长兼秘书长刘春生主持。卢英方致欢迎辞表示，本届博览会紧紧围 绕"十五五"城市更新发展规划，践行人民 ...