会上提出，海南今年要因城施策控增量、去库存、优供给，推动2022年以来已出让未开工地块尽快开工 建设。坚持"大稳定、小调整"总基调，以"小切口"方式出台相关增量政策。 在加快构建房地产发展新模式上，今年海南将健全"保障+市场"双轨制住房供应体系，完善商品房开 发、销售和使用基础制度，健全"人房地钱"要素联动机制，构建更加精准的区域调控机制。 为系统推进"好房子"建设，今年海南计划出台"好房子"建设技术导则，举办海南省"好房子"专题展览。 2026年是"十五五"开局之年，也是海南自贸港全岛封关运作开局之年。记者从23日举行的海南省住房城 乡建设工作会议获悉，今年海南将推动房地产高质量发展，保持房地产市场平稳运行，加快构建房地产 发展新模式。 为扎实防范化解房地产风险，海南将进一步发挥"白名单"制度作用，支持房地产企业合理融资需求，进 一步加强预售资金闭环监管，开展烂尾楼处置攻坚行动。 资讯编辑：周小燕 021-26096760 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 免责声明：Mysteel发布的原创及转载内容，仅供客户参考，不作为决策建议。原创内容版权归Myst ...

Core Insights - The report indicates a sustained optimistic sentiment in the real estate sector, suggesting that the market performance is likely to continue positively throughout the year [1]. Group 1: Policy Environment - Central policies have seen few new measures, maintaining a loose stance towards the real estate sector. Recent actions include the extension of tax incentives for public rental housing and a reduction in the minimum down payment for commercial properties from 50% to 30% [5][16]. - Local policies focus on long-term strategies in major cities, with initiatives aimed at urban renewal and optimizing land use policies [5][16]. Group 2: Transaction Performance - New home transactions remain low, with a year-on-year decline of 31.3% in the first 22 days of January, while second-hand home transactions have shown a year-on-year increase of 14.1% [5][9]. - The number of second-hand home subscriptions has increased significantly, with a year-on-year growth of 59.8% in the same period [5][9]. Group 3: Market Conditions - The new housing supply is in a seasonal downturn, with a 12% decrease in new home launches week-on-week. However, the transaction volume slightly exceeds the supply, indicating a market adjustment [5][9]. - The land supply and transaction scale have contracted sharply, with a 67% year-on-year decrease in land transaction value [5][9]. Group 4: Sector Performance - The real estate sector has shown strong performance, with a 5.2% increase in the SW real estate index, outperforming the CSI 300 index by 5.8 percentage points [5][9]. - Major real estate companies have experienced notable stock price increases, with leading firms like Greentown and China Merchants Shekou seeing significant gains [5][9]. Group 5: C-REITs Overview - The C-REITs sector has seen a 2.29% increase in the comprehensive return index, with 68 out of 78 REITs reporting gains this week [5][9].

"十五五"规划建议提出，推动房地产高质量发展。倪虹表示，这项工作的关键在于加快房地产转型升 级，其中一项重要内容就是要有序推动"好房子"建设。 推动房地产高质量发展的另外一项关键工作，是加快构建房地产发展新模式。下一步，各地将继续坚持 因城施策、精准施策、一城一策，控增量、去库存、优供给，发挥好房地产融资"白名单"制度作用，支 持房企合理融资需求，支持居民刚性和改善性住房需求，推动房地产市场平稳运行。 央视网消息（新闻联播）："十五五"规划建议就"大力实施城市更新"以及"推动房地产高质量发展"提出 了具体要求。"十五五"开局之年，我国将如何高质量推进城市更新，建设安全舒适绿色智慧的"好房 子"，加快构建房地产发展新模式？来看总台记者对住房城乡建设部部长倪虹的专访。 倪虹介绍，2025年全国城市更新工作取得明显成效，开工改造城镇老旧小区2.6万个，改善了居住条 件，提升了城市人居环境，建设改造地下管网15.6万公里，增强了城市韧性。 "十五五"时期，住房城乡建设部将以城市体检找出的问题作为城市更新的重点，统筹实施好一系列民生 工程、发展工程、安全工程。 ...

1月23日，海口，全省住房城乡建设工作会议召开。 " 海南省房地产市场呈现出房价稳、需求总量稳、核心区域稳、好房子受欢迎等特点。 中房报记者 陈标志丨海南报道 每年冬季，海南都会迎来度假和旅居高峰，也成为房地产市场营销的最佳时机。今年更不例外。 在各界关注海南房价的时刻，海南省表示，2026年以"大稳定、小调整""小切口"方式出台相关增量政策，稳定房地产市场。 1月23日，海口，全省住房城乡建设工作会议如期召开，会议盘点了2025年和"十四五"时期工作，部署"十五五"时期和2026年重点任务。中国房地产报记 者从会上了解到，在"十五五"开局与自贸港封关运作的关键之年，海南在楼市方面将重点放在消化存量、优化供给、防范风险上，力求在市场平稳中探索 高质量发展新路。 "十五五"时期，2026年海南住建工作如何开展实施？这是外界普遍关心的话题。海南省住房和城乡建设厅党组书记、厅长周军平表示，"十五五"时期，海 南住建工作具体要着重谋划和推动四个方面的工作：建设现代化人民城市，推动房地产高质量发展，推进城乡建设绿色发展，以及推动建筑业提质升级。 在推动房地产高质量发展方面，海南要加快构建房地产发展新模式，完善开发、融资 ...

为系统推进"好房子"建设，今年海南计划出台"好房子"建设技术导则，举办海南省"好房子"专题展览。 为扎实防范化解房地产风险，海南将进一步发挥"白名单"制度作用，支持房地产企业合理融资需求，进 一步加强预售资金闭环监管，开展烂尾楼处置攻坚行动。 （文章来源：中国新闻网） 2026年是"十五五"开局之年，也是海南自贸港全岛封关运作开局之年。记者从23日举行的海南省住房城 乡建设工作会议获悉，今年海南将推动房地产高质量发展，保持房地产市场平稳运行，加快构建房地产 发展新模式。 会上提出，海南今年要因城施策控增量、去库存、优供给，推动2022年以来已出让未开工地块尽快开工 建设。坚持"大稳定、小调整"总基调，以"小切口"方式出台相关增量政策。 在加快构建房地产发展新模式上，今年海南将健全"保障+市场"双轨制住房供应体系，完善商品房开 发、销售和使用基础制度，健全"人房地钱"要素联动机制，构建更加精准的区域调控机制。 ...

据南方都市报消息，1月20日，三部门同日召开三场新闻发布会，协同推出财政金融促内需的一揽 子政策，其中多个政策与房地产密切相关。财政政策发力、增加居民收入、进一步支持城市更新等具体 举措，均为楼市释放利好。紧随其后，1月21日，广东率先下调商业用房购房贷款最低首付比例至 30%，有力推动商办市场去库存。叠加个人售房增值税调降、换购住房退税延续等新政，居民购房成本 切实降低。 这不仅是短期的利好刺激，更标志着在"着力稳定房地产市场"总方针下，中国房地产发展模式的深 刻转型。 01 政策密集落地，市场迎来切实利好 进入2026年，房地产市场的政策环境持续优化，多条旨在降低交易成本、提振市场信心的政策迅速 落地。 其中最直接惠及居民家庭的政策来自税收层面。财政部、税务总局、住房城乡建设部联合发布公 告，将支持居民换购住房的个人所得税退税优惠政策延续至2027年底。 一位政策分析师以实例解读了此项政策的利好：若出售一套200万元的住房缴纳了约2万元个税，其 后购入一套300万元的新房，即可全额退还2万元个税，有效降低了改善型需求的置换成本。 虽然国家发改委和财政部的发布会未直接提及房地产，但其中涉及的"稳岗扩容提质行 ...

站在"十五五"开局之年回望，"十四五"圆满收官，大国首都硕果盈枝，处处是波澜壮阔的生动实 践。"京"彩画卷上，也留下政协组织"围绕中心、服务大局"的浓墨重彩。 过去一年，市政协坚持党的领导、统一战线、协商民主有机结合，团结引领政协各参加单位和各界委员 在学思践悟中筑牢思想根基，在精准履职中服务中心工作，在改革创新中传递履职温度，在团结联谊中 汇聚奋斗力量，以协商之力助力首都发展，让奋进之音在京华大地激荡回响。 1学习有力：学思践悟筑牢思想根基 2025年3月28日，市政协科技教育委员会组织委员赴中关村国家自主创新示范区展示中心专题学习考 察。 思想的旗帜引领前进的方向，学习的深度影响履职的能力。2025年，市政协把坚持不懈用党的创新理论 凝心铸魂作为首要任务，通过精心抓好"统筹、体系、沉浸、提升"四个关键，着力构建系统化、沉浸 式、全覆盖的学习体系，形成了"年有计划、季有主题、月有报告、周有活动、日有交流"的常态化学习 工作格局。 过去一年，市政协坚持以制度为纲，将制度化建设作为确保学习常态长效的坚实保障，推动理论学 习"入脑入心"。 "第一议题"制度雷打不动，在党组会议、常委会会议等重要会议中，第一时间跟进 ...

Core Viewpoint - Shenzhen has adjusted the minimum down payment ratio for commercial property loans to no less than 30% to adapt to changes in the real estate market and support a new development model [1][3]. Summary by Sections - **Policy Adjustment**: The minimum down payment ratio for commercial properties, including "commercial-residential mixed-use properties," has been set to not lower than 30% [1][3]. - **Implementation Date**: The new policy will take effect on January 23, 2026 [2][4]. - **Banking Flexibility**: Local commercial banks are allowed to determine specific down payment ratios based on market principles, their operational conditions, and customer risk profiles [1][3].

湖南计划收购存量房200万平方米以上用于保障性住房 目前，湖南省各类保障房总量达131万套，城镇人均住房面积达49平方米，高于中国平均水平。 在房屋安全方面，湖南全面开展排查整治，完成城市危房整治748栋，常态化排查居民自建房206.85万 栋，并为73.35万栋房屋投保主体结构安全保险；深入开展住建领域安全生产百日攻坚行动，整改风险 隐患1.9万项，完成4177个历史遗留问题项目消防审验整改，全省住建领域生产安全事故起数同比下降 3%。 湖南创新推行"EMPC+BIM"装配式建造模式，出台装配式绿色农房专项贷款支持政策，建成示范项目 31个。2025年，湖南省装配式建筑产业实现跨越式发展，全年产值达4050亿元，同比增长94.2%，成为 湖南省经济增长的新引擎。 2026年，湖南将继续推动装配式建筑向设计模数化、部件标准化、生产规模化、产品场景化、产业生态 化方向发展，力争全年装配式建筑产值突破5000亿元，城镇新开工装配式建筑面积占比达到65%。(完) 来源：中国新闻网 编辑：熊思怡 中新网长沙1月22日电 (张雪盈)22日在长沙召开的湖南省住房城乡建设工作会议透露，2026年，湖南将 继续加大保障性住房 ...

1. Report Industry Investment Rating - Not mentioned in the provided content 2. Core View of the Report - On Thursday, the futures prices of the container shipping index (European line) rose collectively. The spot freight rate was affected by the cancellation of full - scale tax refunds for photovoltaic products and the seasonal demand of Christmas. The geopolitical situation might improve, and the freight rate declined significantly. The freight rate market was generally greatly influenced by seasonal demand. It was recommended that investors be cautious, pay attention to operation rhythm and risk control, and timely track geopolitical, capacity and cargo volume data [1] 3. Summary According to Relevant Catalogs 3.1 Futures Market Data - EC main contract closed at 1137.7, up 6.6; EC sub - main contract closed at 1399.1, up 31.8. The spread between EC2604 - EC2606 was - 261.4, down 13.1; the spread between EC2604 - EC2608 was - 360.7, down 4.3. The EC contract basis was 816.49, down 8 [1] - The main contract EC2604 of the container shipping index (European line) futures rose 0.58%, and the far - month contracts rose between 1 - 3% [1] 3.2 Spot Market Data - The latest SCFIS European line settlement freight rate index was 1954.19, down 2.1 points from last week, with a month - on - month increase of 8.9%. SCFI (composite index) was 1574.12, down 0.04; SCFIS (US West line) was 1305.27, down 73.27 [1] - CCFI (composite index) was 1209.85, up 14.96; CCFI (European line) was 1582.60, up 14.85. The 1803.00 index was down 74.00, and the Panama - type freight index was 1606.00, down 36.00 [1] - The average charter price of Panamax ships was 0.00, up 0.00; the average charter price of Capesize ships was 22377.00, up 791.00 [1] - The spot freight rate in the fourth week was between 2600 - 3200 US dollars for a large container. Maersk's large container price in the fourth - week opening was 2700 US dollars, up 100 US dollars from the third week [1] 3.3 Industry News - The Minister of Housing and Urban - Rural Development said that during the "14th Five - Year Plan" period, efforts would be made to promote the high - quality development of the real estate industry, focusing on building "good houses" and constructing a new real estate development model, and promoting the spot - sale system of commercial housing [1] - US President Trump reached an agreement framework with NATO Secretary - General Rutter on the Greenland issue and would not implement the originally scheduled tariff measures on February 1 [1] - Russian President Putin met with US President's special envoy Witkov on January 22. He believed that the US - Denmark issue on Greenland had nothing to do with Russia and that the two countries would reach an agreement. Russia was willing to pay 1 billion US dollars from the frozen assets in the US to join the "Peace Committee" [1] - Starting from April 1, 2026, all listed photovoltaic products would no longer enjoy VAT export tax - refund incentives, which might lead to a rush of shipments and boost long - term contract cargo volume, but weaken the support on the spot side [1] - China's manufacturing PMI data in December showed a slight recovery, in line with seasonal rules. The new export order index rose to 49, indicating a significant recovery in terminal transportation demand boosted by Christmas [1] - Zelensky said that the negotiations with the US and Europe had reached a new level, and there was hope to end the conflict with Russia in the first half of 2026, and the expectation of the Red Sea resuming navigation had improved [1] - Eurozone inflationary pressure eased, weakening the market's expectation of the European Central Bank raising interest rates before the end of the year. The Eurozone CPI in December returned to the medium - term target set by the ECB [1] 3.4 Upcoming Data Release Schedule - Japan's December core CPI annual rate on January 23 at 07:30 - UK's December seasonally - adjusted retail sales month - on - month rate on January 23 at 15:00 - France's January manufacturing PMI preliminary value on January 23 at 16:15 - Germany's January manufacturing PMI preliminary value on January 23 at 16:30 - Eurozone's January manufacturing PMI preliminary value on January 23 at 17:00 - UK's January manufacturing PMI preliminary value on January 23 at 17:30 - US's January S&P Global manufacturing PMI preliminary value on January 23 at 22:45 [1]