图片来源：北京市人民政府网站 11月26日，《中共北京市委关于制定北京市国民经济和社会发展第十五个五年规划的建议》（以下简称《建议》）发布，将房地产政策纳入"着力保障和改 善民生"重点任务，明确以"持续推进住有所居"为目标，推动房地产发展模式转型与品质升级。 中指研究院方面向《每日经济新闻》记者（以下简称"每经记者"）分析指出，《建议》提出了实现"持续推进住有所居"目标的八项举措，侧重新模式构建、 品质提升等，对比"十四五"规划建议，内容更加细化。另外，大力实施城市更新、促进人口与城市发展相适应等内容也与房地产密切相关。 推动站城融合，优先向轨道交通站点周边供应建设用地 每经记者注意到，《建议》明确提出"加快构建房地产发展新模式"，并将这一表述放在首位。 中指研究院指出，与"十四五"规划建议相比，北京"十五五"规划建议不再局限于"完善多主体供给、多渠道保障、租购并举的住房保障体系"，而是从更宏观 层面推动房地产行业转型；强调完善"市场+保障"的住房供应体系和租购并举的住房制度，表明未来北京将更加注重市场与保障的有机结合，既尊重市场规 律，又强化政府在对困难群体住房保障中的责任。 《建议》提出，推动站城融合发展 ...

本次竞拍亦吸引了懋源地产、北京首都开发股份有限公司、北京金隅集团（601992）股份有限公司、招 商局蛇口工业区控股股份有限公司等7家头部房企（联合体）参与竞拍。最终懋源地产以50.24亿元竞得 该地块，成交楼面价6.2万元/平方米，溢价率18.21%。 作为一家老牌民营房企，懋源地产曾一段时间曾淡出北京土拍市场，但近期拿地动作较为多。例如，8 月26日，懋源地产以底价10.30亿元竞得顺义一地块，成交楼面价27989元/平方米。"此次竞拍的松榆里 地块是最近几个月北京最优质的地块，民企再次拿地，也代表对北京优质区域的信心。"中原地产首席 分析师张大伟对《证券日报》记者表示。 11月25日，北京两宗宅地落槌，其中朝阳区松榆里地块经超百轮竞价由北京懋源璟鸿房地产开发有限公 司（以下简称"懋源地产"）摘得；房山广阳城地块则由北京城建房地产开发有限公司（以下简称"北京 城建"）以底价收入囊中。 中指研究院土地市场研究负责人张凯向《证券日报》记者表示，松榆里与广阳城两宗地块分别代表了北 京土地市场中核心区域稀缺资源与近郊潜力板块的不同开发逻辑。前者依托高确定性区位主打改善产 品，后者则需在库存压力下靠产品与配套挖掘价 ...

11月25日，北京、成都、杭州、武汉等地均有土地成交。 北京2宗涉宅用地总成交金额64.95亿元，其中，朝阳区松榆里地块经过173轮竞价，最终由懋源以总价 50.24亿元竞得，成交楼面价62140元/m²，溢价率18%；房山区长阳镇综合用地则由北京城建以底价 14.71亿元竞得。 杭州3宗宅地均底价成交，总成交金额43.32亿元，万科、绿城均有斩获。 武汉8宗涉宅用地均底价成交，总成交金额37.81亿元。 北京朝阳区宅地溢价18.21%成交 11月25日，北京有2宗涉宅用地出让，最终1宗溢价18%成交，1宗底价成交，总成交金额64.95亿元。 其中，朝阳区松榆里地块规划建筑面积80849.272m²，容积率2.80，限高60m（局部80m），起始价42.50 亿元，起始楼面价52567元/m²。该地块开拍前已获得7轮线上报价，吸引了7家竞买人参与现场竞价，经 过166轮现场举牌，最终由懋源以总价50.24亿元竞得，成交楼面价62140元/m²，溢价率18%。 房山区长阳镇综合用地规划建筑面积95916.662m²，容积率1.72，起始价14.71亿元，综合起始楼面价 15336元/m²。最终该地块由北京城建以 ...

Core Viewpoint - The concept of a "good house" is centered around meeting the basic expectations of the public, primarily focusing on quality without common defects, and providing emotional value to residents [1][2][11]. Group 1: Definition and Expectations of a "Good House" - A "good house" is defined by the satisfaction of the public rather than luxury, with the absence of quality issues such as leaks and poor sound insulation being key pain points for residents [2][11]. - The industry consensus emphasizes the need for new housing to be built according to new standards for "good houses," while also addressing the existing stock of residential properties [2][11]. Group 2: Market Trends and Consumer Preferences - Developers are under pressure to enhance product quality, leading to increased competition in the market, which is reflected in improved housing quality over recent years [4][11]. - Consumers are increasingly interested in lifestyle aspects, such as community atmosphere and shared spaces, rather than just the physical structure of the house [4][11]. Group 3: Emotional and Functional Aspects - A "good house" should provide emotional value, with technology like AI needing to evolve from passive responses to proactive engagement with residents [4][6]. - The concept of a "good house" is expanding to include full functionality and adaptability throughout the life cycle of both the house and its occupants [9][11]. Group 4: Challenges in Upgrading Existing Housing - There is a significant challenge in upgrading the existing stock of residential properties, many of which suffer from low design standards and quality issues [11][12]. - Current renovations often focus on basic infrastructure improvements, leaving core issues unresolved, highlighting the need for comprehensive standards in upgrading old neighborhoods [11][12]. Group 5: Systematic Approach to Building "Good Houses" - The construction of "good houses" is a complex system involving design, construction, development, operation, and service, requiring solutions to various industry challenges [12][13]. - The integration of quality defect insurance is seen as a potential solution to ensure the maintenance and care of houses throughout their life cycle [13]. Group 6: Policy and Market Collaboration - There is a need for policy guidance and market mechanisms to encourage the adoption of new materials and technologies, shifting the focus from price competition to quality and service [13]. - The collaboration between the construction industry and advanced manufacturing is crucial for the transformation of the housing market, focusing on smart, green, and integrated solutions [13].

北京则于11月19日成功出让两宗涉宅地块，分别位于东城区天坛街道、昌平区未来科技城项目(南区)。 其中，东城区地块由北京城建兴瑞置业开发有限公司以20.28亿元竞得，溢价率4%；昌平区地块则由北 京未来科技城昌信置业有限公司以12.426亿元竞得，溢价率0%。 "两宗地块一热一温的市场反应，深刻反映出北京土地市场正在从普涨模式转向价值深耕模式。"中指研 究院土地市场研究负责人张凯进一步表示，核心区土地凭借稀缺性价格依然坚挺，但开发逻辑已转向文 化与产品力的精细融合。近郊地块则更依赖实际供需和运营能力，考验开发商在成熟板块中打造差异化 竞争力的真功夫。如何通过设计创新与运营提升，在保护与发展、文化与商业之间取得平衡，将成为房 企未来竞争力的关键考验。 上海易居房地产研究院副院长严跃进在接受《证券日报》记者采访时表示，近期北京、广州、上海等地 土拍市场持续上新，积极供应优质地块，延续了今年既有的供地思路，也进一步促进开发商投资意愿的 增强。同时，对于改善型住房项目的供给等也将带来积极的作用。 值得注意的是，当前各地正在土地出让环节推进"好房子"建设，以满足多样化改善性需求。 11月21日，广州市规划和自然资源局发 ...

Core Viewpoint - The article discusses the development of high-quality housing in Guangzhou, emphasizing the city's role as a core engine in the Guangdong-Hong Kong-Macao Greater Bay Area and the emergence of benchmark residential projects that provide a replicable "Guangzhou experience" for the nation [30][35]. Group 1: Key Projects and Recognition - The Southern Industry Think Tank announced the top ten "Golden Beams" projects for the construction of good housing in Guangzhou, including Poliyue Xiwai, Pazhou South TOD, and China Resources Land Bai'e Tan Rui Xi [30][31]. - The selection process involved multiple rounds of evaluation from over 60 recent high-quality projects, highlighting the abundance of exemplary projects in Guangzhou [34]. Group 2: Architectural Significance - The concept of "Golden Beams" in architecture is crucial for supporting building stability and weight, symbolizing the mission and achievements of Guangzhou's housing construction [32]. - The article emphasizes that good housing transcends mere living functions, becoming a core carrier for the international dissemination of Chinese culture [32]. Group 3: Future Directions and Recommendations - Future housing construction in the Greater Bay Area should focus on cultural symbols, brand building, and innovative communication to enhance national cultural soft power [32][40]. - Recommendations include integrating housing with industry chains, improving existing projects to meet good housing standards, and fostering a positive cycle between policies and projects [39][40].

11月19日，佛山市住房和城乡建设局等八部门发布《关于进一步促进房地产市场平稳健康发展的若干措 施的通知》，提出优化容积率计算方式支持好小区建设、支持"好物业"服务"好房子"等十二条举措，持 续巩固房地产市场稳定态势，加快"好房子"建设，加快构建房地产发展新模式。 据记者梳理，自今年5月份《住宅项目规范》实施以来，全国已有十余地围绕"好房子"出台了配套文 件，从设计标准、技术导则到项目指引，全方位发力推动"好房子"落地。一场以品质为核心的住房革新 正在全国范围内扎实推进，让"好房子"从民生愿景逐步变为现实图景。 广东省住房政策研究中心首席研究员李宇嘉在接受《证券日报》记者采访时表示，"好房子"的核心意 义，一是顺应居民对美好人居的诉求，增加有效供给满足需求；二是通过改善供给结构来带动需求，让 市场在合理体量上维持活跃，帮助房地产从过去的高周转、快消化，转向以品质为导向的发展模式。 政策加码 地方精准施策 11月18日上海市贯彻落实中央城市工作会议精神推进大会提到，把宜居安居放在首位，加快推进安全舒 适绿色智慧的"好房子"建设，推动城中村改造提速、保障性住房扩容提质，开展旧住房综合整新，加快 房屋适老化改造。 ...

广州市住房和城乡建设局10月份发布的《广州市推进"好房子"建设的工作指引（试行）》明确，鼓励在 建筑屋面、停车棚等部位设置分布式光伏发电设备作为住区的可再生能源，与建筑一体化设计，满足安 全、美观及便于维护的要求，且不对环境造成光污染。 上海市9月份发布的《关于进一步促进本市住宅品质提升的规划资源若干意见》提出，"建设全龄友好城 市，适应家庭人口数量和结构变化的需求，新建住宅鼓励灵活可变的户型设计，增加储物收纳空间、多 功能弹性空间，提升自然采光率与通风效率"等内容。 值得注意的是，各地在出台"好房子"地方标准时，既有共性底线，也从本地居民的痛点出发，因地制宜 制定相应标准。如北方城市侧重于保温和防风，南方沿海地区则会更侧重于防潮、防水、抗台风。 "近年来，各地都在探索'好房子'的落地路径。从立标准、抓项目、强科技入手，地方政府、企业，协 会等一起推进，从宜居、安全、智慧、绿色等角度推进项目评选，形成了一批好项目。"李宇嘉表示， 未来应进一步探索如何让老房子、保障性住房、租赁住房等都能成为"好房子"。 11月19日，佛山市住房和城乡建设局等八部门发布《关于进一步促进房地产市场平稳健康发展的若干措 施的通知》， ...

Group 1 - Li Ang, the marketing head of China Railway Real Estate, has recently left to join China Merchants Shekou in Beijing as the deputy general manager, overseeing marketing efforts [1][5] - Li Ang has extensive marketing experience in the real estate sector, having worked with various companies including Longfor and Oceanwide, and has a strong focus on the Beijing market, which is a key area for China Merchants Shekou [1][8] - China Railway Real Estate has faced significant performance challenges, reporting a loss of 1.749 billion yuan in 2022 and projected losses of 1.452 billion yuan in 2024 [4] Group 2 - China Railway Real Estate is a wholly-owned subsidiary of China Railway Group and was established to strengthen its real estate sector, with a focus on major urban areas [3] - The company has eight regional offices and has implemented a national development strategy, but many of its regional offices have struggled to acquire land in recent years [3][4] - In contrast, China Merchants Shekou has shown a more stable performance, achieving a net profit of 2.497 billion yuan in the first three quarters of the year, with a significant portion of its sales coming from its core markets [7][8] Group 3 - The frequent changes in leadership at China Merchants Shekou's Beijing office indicate a dynamic and possibly unstable marketing strategy, with recent departures and new appointments [6][7] - The real estate industry is shifting focus from scale to quality, emphasizing product quality and service upgrades, which aligns with Li Ang's expertise and could benefit China Merchants Shekou's market expansion [8]

交付未满一年，外立面真石漆便大面积斑驳，金地西郊悦章小区如今出现的质量问题，与曾经"招保万金"的招牌形象越行越远。 11月17日，"交付不到一年新房外墙大面积脱落"词条冲上微博热搜，引发舆论广泛关注。观察者网了解到，这一事件发生在上海市嘉定区马陆镇金地西郊悦 章小区，该楼盘的操盘房企为金地集团（600383）。 金地集团是米女士眼中的"安全牌"。在楼市下行周期中，米女士看重的是"招保万金"的央国企背景以及多年积累的规模、盈利和口碑优势。尤其是金地，深 耕上海松江数十年，其品质积淀是不少业主选择金地西郊悦章的原因之一。 但现实却事与愿违。米女士向观察者网表示："这里是地铁从上海市区开进嘉定新城范围的第一站，房子的总价在500万-800万之间。我是在2023年5月购买 了这个小区的房子，2024年12月交付，至今收房还不满一年，外立面已经斑斑驳驳。开发商金地对于这一情况一直拖延敷衍，难以相信这样的情况竟然发生 在上海。" 米女士强调，刚交付不到一年，外立面情况已是触目惊心，墙皮大面积脱落，可以看到里面的保温层，业主的新房面临裂缝、漏水、保温失效等一系列可能 的风险。 "近年来，住建部一直在推动'好房子'的建设，但 ...