"'好房子'建设首先要坚持问需于民，满足百姓需求。各地方和企业在制定相关标准的过程中，要将调 研了解群众需求作为主要工作。"住房城乡建设部标准定额司相关负责人介绍，例如，中国建筑集团有 限公司开展问卷调查，梳理上百项住房领域的群众需求，在此基础上构建"好房子"营造体系，从好设 计、好建造、好材料和好运维等方面，提出支撑"好房子"建设的技术路径与举措。 出台政策举措。今年5月1日起，《住宅项目规范》实施，提高住宅层高、隔声性能、日照标准、外保温 系统工作年限、电梯设置、无障碍和适老化等标准要求，引导提升住宅品质。例如，将新建住宅层高由 2.8米提升至3米以上，楼板隔声性能指标由不大于75分贝改为不大于65分贝。 住房城乡建设部还组织举办全国"好房子"设计大赛等活动，引导设计师针对不同面积住宅和不同人群需 要，设计功能齐全、布局合理、方便好用、居住舒适的好户型，努力让每一平方米都能够物尽其用、物 有所值。 提升建造和服务水平。我国稳步发展装配式建筑，开展智能建造试点，实施政府采购支持绿色建材促进 建筑品质提升政策，通过积极推广新型建造方式，有力保障住房建设质量。此外，开展完整社区建设试 点，补齐停车充电、休闲健身 ...

Group 1: Employment Stability - The central economic work conference emphasizes the importance of employment as a fundamental aspect of people's livelihoods, proposing actions to stabilize and expand job opportunities, particularly for key groups like college graduates and migrant workers [2][4] - The implementation of actions to stabilize and expand employment is a response to current employment challenges and aims to enhance job quality and support flexible employment [2][4] Group 2: Social Security and Welfare - The conference outlines measures to improve the social security system, focusing on education, healthcare, and elderly care, which are critical to the well-being of families [5][7] - Initiatives include optimizing drug procurement and healthcare payment reforms to reduce medical costs for the public, as well as enhancing educational resource allocation to meet changing demographics [5][8] Group 3: Housing and Urban Development - The conference promotes urbanization and rural revitalization, with a focus on improving living conditions and ensuring that development benefits all citizens [10][12] - Measures include encouraging the acquisition of existing housing for public welfare and reforming housing provident fund systems to support the construction of quality housing [11][12] Group 4: Environmental Sustainability - The conference stresses the importance of ecological protection and green development, advocating for initiatives that balance economic growth with environmental sustainability [11] - Local governments are encouraged to explore new paths for ecological prosperity while enhancing the quality of life for residents through green projects [11]

证券研究报告 | 行业定期报告 2025 年 12 月 21 日 11 月推盘未售去化周期较 10 月上升 ——样本城市周度高频数据全追踪 周期/房地产 一、核心要点 图 1：样本城市新房及二手房网签面积同比（截至 12 月 18 日） 挂牌价调涨占比：2025 年 11 月，12 个样本城市挂牌价调涨房源占比从 10 月 的 5.5%下降 0.1 PCT 至 5.4%，同比降幅较 10 月收窄 7.0 PCT 至-48.6%。 周观点：（一）2025 年中央经济工作会议对房地产市场的定调从过去的"更大 力度推动房地产市场止跌回稳"变为"着力稳定房地产市场"。"高质量推进 城市更新"、"深化住房公积金制度改革"、"有序推动'好房子'建设"等 表述值得关注，后续或可关注专项债和专项借款等金融工具进一步支持城市更 新，以及住房公积金贷款利率进一步调降、额度进一步提高和住房公积金用途 拓宽等可能性。行业基本面下政策的边际变化可能以及针对未来的压力测试或 依然是资本市场关注的要点。（二）判断净租金回报率与按揭利率之差收窄是 推动新房及二手房的合计总需求筑底的关键观察点；重视在供应缩量预期、供 给品质优化以及购房者画像 ...

12月19日，第五届山东（青岛）宜居博览会暨全国百城千企房地产联展联销活动在青岛西海岸嘉年华会 展中心启幕。 此次活动是一次行业打破地域壁垒、构建发展新格局的务实探索，旨在打通跨区域供需堵点、拓展内需 新空间，凝聚全国力量共促市场平稳健康发展。通过线上云端互联、线下多点联动，该平台将汇聚优质 房源，为美好生活架设桥梁。 本届宜博会聚焦"好房子"建设与宜居城市发展，举办了多场主题演讲。活动现场还举行了中国建筑科学 研究院有限公司科技发展研究院创研中心揭牌仪式、零碳园区项目及青岛市"好房子"产业联盟系列合作 签约仪式，展示了产学研融合与产业协同的丰硕成果，为行业注入新活力。（张晓帆） 想爆料？请登录《阳光连线》、拨打新闻热线0531-66661234或96678，或登录齐鲁网官方微博提供新闻 线索。齐鲁网广告热线0531-81695052，诚邀合作伙伴。 原标题：全国百城千企房地产联展联销活动在青岛举办 来源：大众日报 02版 ...

随后，住房城乡建设部还组织举办全国"好房子"设计大赛等活动，引导设计师针对不同面积住宅和不同人群需要，设计功能齐全、布局合理、方便好用、居 住舒适的好户型，努力让每一平方米都能够物尽其用、物有所值。 b E ber L rup U armora 到前元 窗间 8 1 HISTNE I XS LLL In IL III 188 TATEL WAR 3650 T nes 010 T THUN TTUTLE // TI & LIST ille 戏 | @9000000 9 OTTO ONOO OD OD OD OD ON OF THE OF THE OF TH 中房报记者 向军 北京报道 许多年之后，面对习以为常的"好房子"，人们会回想起，2025年那个并不遥远的年份。 3月5日上午，十四届全国人大三次会议在人民大会堂开幕，国务院总理李强作政府工作报告，提到"适应人民群众高品质居住需要，完善标准规范，推动建 设安全、舒适、绿色、智慧的'好房子'"，这是"好房子"首次出现在全国两会政府工作报告中。 3月9日，住房城乡建设部部长倪虹在十四届全国人大三次会议民生主题记者会上说，政府工作报告指出，适应人民群众高品质居住需要 ...

住上"好房子"、过上好日子，是老百姓最朴素的期待。"十五五"规划建议提出，建设安全舒适绿色智慧 的"好房子"，实施房屋品质提升工程和物业服务质量提升行动。中央经济工作会议强调，有序推动"好 房子"建设。 安全、舒适、绿色、智慧，建设"好房子"的努力目标有了，如何系统推进，更好满足群众刚性和多样化 改善性住房需求？住房城乡建设部相关负责人表示，将坚持统筹推进，全链条提升住房标准、设计、建 造、建材、服务水平，支撑建设群众满意的"好房子"。 出台政策举措。今年5月1日起，《住宅项目规范》实施，提高住宅层高、隔声性能、日照标准、外保温 系统工作年限、电梯设置、无障碍和适老化等标准要求，引导提升住宅品质。例如，将新建住宅层高由 2.8米提升至3米以上，楼板隔声性能指标由不大于75分贝改为不大于65分贝。 住房城乡建设部还组织举办全国"好房子"设计大赛等活动，引导设计师针对不同面积住宅和不同人群需 要，设计功能齐全、布局合理、方便好用、居住舒适的好户型，努力让每一平方米都能够物尽其用、物 有所值。 提升建造和服务水平。我国稳步发展装配式建筑，开展智能建造试点，实施政府采购支持绿色建材促进 建筑品质提升政策，通过积极推广 ...

黑牡丹（600510）(600510.SH)发布公告，近日，公司全资子公司常州黑牡丹置业有限公司以总价 6.77 亿元竞得江苏省常州市JZX20251803地块的国有建设用地使用权。宗地位置：江苏省常州市新北区新桥 街道，澡港河以东、云河路南侧、衡山路西侧、澡港河西支二以北，出让面积：约56,370平方米。 面对近年来房地产行业的波动，公司采取了审慎的业务开发策略，放缓了新增土地获取节奏，并逐年调 整优化资产负债结构;本次适度新增土地储备，是公司在长期深耕的常州市新北区内践行"好房子"建设 标准的启程，有利于公司实现产品价值和技术体系的升级，进一步推动片区内居民住宅品质提升，实现 企业发展战略与社会效益的有机统一。 ...

证券研究报告 房地产 行业定期报告 hyzqdatemark 2025 年 12 月 18 日 证券分析师 邓力 SAC：S1350525070006 dengli@jzsec.com 陈颖 SAC：S1350525110002 chenying02@huayuanstock.com 唐志玮 tangzhiwei@huayuanstock.com 中央经济工作会议明确化解风险，稳定楼市 投资评级： 看好（维持） ——房地产行业周报（25/12/6-25/12/12） 投资要点： 请务必仔细阅读正文之后的评级说明和重要声明 板块行情：本周上证指数下跌 0.3%、深证成指上升 0.8%、创业板指上升 2.7%、 沪深 300 下跌 0.1%、房地产（申万）下跌 2.6%。个股方面，涨跌幅前五的分 别为：三湘印象(+12.1%)、南都物业(+7.6%)、京基智农(+5.1%)、苏州高新 (+4.2%)、世联行(+2.9%)，涨跌幅后五的分别为：海泰发展(-18.2%)、ST 中迪 (-15.5%)、*ST 阳光(-11.7%)、中天服务(-11.0%)、*ST 荣控(-11.0%)。 联系人 板块表现： 数据跟踪： ...

Core Viewpoint - The article emphasizes the shift in the real estate market towards a focus on tangible quality and the importance of delivering actual living experiences, as exemplified by the launch of the Zhongjian Jiuyuefu project, which showcases real estate as a lifestyle rather than just a property [1][6]. Group 1: Product Quality and Market Positioning - Zhongjian Jiuyuefu's commitment to quality is rooted in its rigorous construction standards and a comprehensive quality control system, which enhances consumer trust in the brand [2][3]. - The project has successfully integrated customer feedback into its design, catering to the high expectations of modern buyers, particularly young families and repeat homebuyers [3][5]. - The project features a "99-item craftsmanship detail" approach, ensuring that quality permeates every aspect of the living environment, from community design to building materials [3][4]. Group 2: Market Trends and Consumer Expectations - The current market trend indicates that buyers are looking for more than just physical space; they seek enriched living experiences that provide a sense of value and fulfillment [4][5]. - The West Hongmen area, where Zhongjian Jiuyuefu is located, has become a hotspot in Beijing's real estate market due to its strategic location and improved infrastructure, attracting buyers from various high-demand areas [6][7]. - The shift from selling properties to selling lifestyles is highlighted, with the project aiming to create a living environment that resonates with buyers' aspirations and expectations [7]. Group 3: Challenges and Responsibilities - The transition to selling completed homes (现房) presents significant challenges for developers, as it requires a higher level of detail and quality assurance compared to pre-sold properties [6][7]. - The company acknowledges the increased responsibility that comes with delivering completed homes, emphasizing the importance of quality in every detail to meet buyer expectations [7]. - Zhongjian Jiuyuefu aims to set a benchmark for the value of completed homes, reflecting the company's commitment to quality and customer satisfaction as it prepares for the upcoming delivery season [7].

Core Viewpoint - The recent auction of two prime land parcels in Yantai's Laishan District, won by Yantai Lantian and China Merchants Shekou, signals a strong market interest in core urban areas despite general market sluggishness, indicating a potential shift towards quality housing development in the region [1][7][12] Group 1: Auction Details - The two land parcels were sold for a total of 954 million yuan, with the first parcel (A) sold for 309 million yuan and the second parcel (B) for 645 million yuan [1][3] - The auction saw competitive bidding, with the first parcel achieving a premium rate of 6.55% and the second parcel a premium rate of 5.74% [1][7] - The first parcel covers an area of 34,206.7 square meters with a planned residential construction area of no more than 35,100 square meters, while the second parcel spans 69,336.8 square meters [3][5] Group 2: Urban Development and Community Services - The land sale emphasizes the importance of public service facilities, including community health services, cultural amenities, and improved transportation networks, aimed at enhancing the living standards in the area [3][8] - The development of these parcels is expected to contribute positively to the urban structure, living environment, and public service enhancement in Laishan District [8][10] Group 3: Market Signals and Trends - The successful acquisition of these parcels by financially stable companies indicates a strategic move to secure quality land in a robust market segment, suggesting a "counter-cyclical layout" approach [7][12] - The ongoing focus on high-quality housing development aligns with local government initiatives to improve urban living conditions and attract talent, as evidenced by the recent policies promoting quality housing projects [10][11] - The competitive nature of the bidding reflects a growing trend where demand and investment are increasingly concentrated in core urban areas, highlighting a shift in market dynamics [7][12]