Core Viewpoint - The construction of "good houses" is accelerating in China, with the implementation of national standards and a shift in focus from large and expensive houses to quality and affordable housing solutions [3][4][5]. Group 1: Implementation of Standards - The national standard "Residential Project Specification" was fully implemented on May 1, marking the beginning of the "standardization" era for "good houses" [4]. - The Ministry of Housing and Urban-Rural Development emphasized that "good houses" should not be equated with "large houses" or "expensive houses," but should focus on quality design, materials, construction, and services to address living issues [4][9]. - The standards aim to enhance housing quality across various regions, sizes, and price points, ensuring that different types of "good houses" are available [4][9]. Group 2: Market Dynamics - The increase in land supply for "good houses" is evident, with cities like Beijing and Hangzhou actively promoting the sale of land designated for quality housing projects [6][7]. - In May, Beijing's land auction saw a focus on encouraging refined design and higher quality residential projects, reflecting a broader trend of extending "good house" standards to suburban areas [6][7]. - The demand for improved housing is expected to stimulate the real estate market, with policies supporting the construction of "good houses" likely to be further refined [5][9]. Group 3: Corporate Initiatives - Several major real estate companies, including Longfor Group, China Overseas Property, and COFCO Joy City, have committed to developing "good houses" to meet diverse housing needs [7][8]. - COFCO Joy City is establishing a "Good House Laboratory" to innovate and test products that align with user demands, focusing on health and smart living solutions [8][9]. - The industry is moving towards a closed-loop logic of "research - standards - implementation," which is crucial for the successful rollout of "good houses" [9].

"'好房子'要有好标准。"6月5日，在住房和城乡建设部举行的例行新闻发布会上，住建部标准定额司司 长姚天玮表示，需要通过完善标准体系，全面提高设计、材料、建造、设备以及无障碍、适老化、智能 化等方面的标准，来引领和支撑"好房子"建设。 今年3月，住建部发布了国家标准《住宅项目规范》(以下简称《规范》)，并于5月1日起施行。目前， 该标准已实施了1个多月。姚天玮表示，《规范》实现了对现行相关标准的继承和创新提升，是对"好房 子"建设的底线要求，将对推进"好房子"建设起到有力的引领和支撑作用。 "建'好房子'不等同于建'大房子''贵房子'，而是要通过好的设计、好的材料、好的施工、好的服务等， 解决居住中的痛点问题，全面提升住房品质。不同地区、不同面积、不同价位都应当有不同的'好房 子'。"姚天玮说。 老百姓买房子，关注的首要问题就是安全。 作为《规范》编制组专家，中国建筑科学研究院有限公司教授级高级工程师王清勤表示，"保障安全"是 住宅项目的基本要求和首要目标。在编制该国家标准时，编制组主要考虑了结构和抗震安全、防火安 全、用电安全、燃气安全、防高空坠落、应急安全6方面安全，全方位筑牢住宅安全防线，让大家住得 安 ...

多地加力"好房子"建设 今年"好房子"首次被写入政府工作报告。适应居民高品质居住需要，完善标准规范，推动建设安全、舒 适、绿色、智慧的"好房子"，成为住房改革的重要方向。 5月1日，住房和城乡建设部发布的"好房子"新国标——《住宅项目规范》正式落地实施，从规模与布局 等基本规定、居住环境、建筑空间、室内环境、建筑设备等多个方面，进一步明确了"好房子"建设的底 线要求。四川、贵州、山东等省份以及唐山、东营、威海等城市，也结合本地实际，陆续发布地方 性"好房子"标准。 近期各地陆续发布的今年住房发展年度计划，"好房子"建设也成为其中的重点部署方向之一。如重庆把 加大"好房子"建设写入住房发展年度计划的总体发展要求，北京在发展目标中提出要加快"好房子"建设 步伐，青岛将加大"好房子"建设单列为一项重点任务，南昌也在今年住房发展年度计划征求意见稿中也 将推动建设"好房子"设置为一项重点发展任务。另外，广州、成都、惠州等地，均在今年住房发展年度 计划中明确了建设"好房子"的要求。 21世纪经济报道记者李莎 北京报道层高3米到3.05米，可封闭阳台，外墙、门窗、楼板等隔音性能升 级，风雨连廊，首层架空层，相邻住宅用地和商 ...

五月刚刚过去了，楼市目前是一个什么样的状况，接下来还会是什么样的走向，今天简单聊一下。 根据市住建委的网签数据，5月北京二手房网签量为14277套，虽然相比去年5月的1.3万多套上涨了约6.7%，但环比上月（4月）的 1.5万余套，则是下降了约8.3%。 而从历年来北京楼市的自然规律来看，如果没有比如强政策等因素的刺激，从5月接下来的小半年时间里，楼市将进入一个成交并不 旺盛的平淡期。 01 先看5月的情况。 03 下面聊一下大家关心的接下来市场走向。 之前我们给大家介绍过北京二手房月成交量与市场情况的大体"晴雨表"。 二手房方面，数据刚才已经说了。下面分析一下这个数据反映了楼市究竟是个什么状况。 5月有对楼市不利的特殊情况，即小长假的因素，毕竟是有除国庆和春节之外，全年第三长的假期。长假期间的成交量很少，这肯定 会对月成交数据有影响。 但5月也有利好政策的市场推动作用，即公积金贷款和商贷的双双降息，公积金贷款利率下调了0.25个百分点，商贷下调了0.1个百分 点。降息对楼市的积极作用从二手房的成交就可以看出。5月下旬北京二手房的日交易量明显回升，日均交易量比之前20天增长了 50%以上。 所以，在不利因素和 ...

Core Viewpoint - The concept of "good housing" has gained significant attention in the public welfare sector this year, with government initiatives aimed at enhancing housing quality to meet the needs of the populace [1] Policy Implementation - The National Standard for Residential Projects was implemented on May 1, focusing on safety, comfort, sustainability, and intelligence in housing construction [2] - Various regions have introduced their own standards and guidelines to promote high-quality housing development, such as Shandong's construction standards and Guizhou's design guidelines for high-quality residences [2][3] - Zhengzhou has established a comprehensive quality supervision system for housing construction, implementing policies to streamline the process of obtaining property certificates alongside new home keys [2] Green and Smart Initiatives - Zhengzhou's future community model features enhanced energy efficiency, with insulation thickness achieving a 45% improvement over national standards [3] - The city has introduced a green building incentive policy, offering subsidies for projects that meet specific green standards [3] - Smart community initiatives in Zhengzhou have reached a 3.0 stage, integrating various systems for improved living conditions [3][4] Focus on Comfort and Experience - The "good housing" initiative emphasizes attention to detail, aiming to enhance residents' sense of well-being and satisfaction [5] - Guizhou has proposed systematic solutions to common housing issues, such as noise and leakage, by setting construction standards and enhancing community facilities [6] - Policies are being implemented to improve housing quality, ultimately transitioning residents from merely having a home to enjoying a good living environment [6]

Report Industry Investment Rating - No relevant information provided Core Viewpoint - The silicon-manganese market is expected to oscillate weakly. The macro environment has a pessimistic market sentiment, with the weak reality dominating the market. The cost of chemical coke is weak. Fundamentally, manufacturers have cut production, and the operating rate has reached a low level in the same period, but the overall inventory is still high. The demand side of steel is in a seasonal off - season [7]. Summary by Directory 1. Week - to - Week Summary - **Macro Aspect**: Domestically, multiple regions have issued standards to support high - quality development of urban housing and the real estate market. The total profit of the ferrous metal smelting and rolling processing industry from January to April was 16.92 billion yuan, and new local government bonds worth 149.27 billion yuan were issued. Overseas, ASEAN has a five - year strategic plan, and Putin proposed conditions to end the Ukraine war [7]. - **Supply and Demand**: Manufacturers' production cuts have led the operating rate to a low level in the same period, but the overall inventory is still high. The port inventory of imported manganese ore has increased by 25,000 tons, and the downstream molten iron production has peaked and declined. The spot profits in Inner Mongolia and Ningxia are - 240 yuan/ton and - 430 yuan/ton respectively. Steel mills are cautious in procurement, and tender prices continue to fall [7]. - **Technical Aspect**: The weekly K - line of the silicon - manganese main contract is below the 60 - day moving average, indicating a bearish trend [7]. - **Strategy**: The market sentiment is pessimistic. Considering the weak cost of chemical coke, high inventory, and the seasonal off - season of steel demand, the silicon - manganese market should be treated as oscillating weakly [7]. 2. Futures and Spot Market - **Futures Market**: As of May 30, the position of silicon - manganese futures contracts was 626,100 lots, an increase of 7,224 lots. The spread between the 1 - 9 contracts was 40, a decrease of 22. The number of manganese - silicon warehouse receipts was 106,973, a decrease of 7,484. The spread between the September contracts of manganese - silicon and ferrosilicon was 306, an increase of 18 [13][17]. - **Spot Market**: As of May 30, the ex - factory average price of silicon - manganese in Inner Mongolia was 5,500 yuan/ton, a decrease of 150 yuan/ton. The basis was 22 yuan/ton, an increase of 90 [22]. 3. Industrial Chain Situation - **Production and Demand**: As of May 29, the national operating rate of 187 independent silicon - manganese enterprises was 34.77%, an increase of 0.59%. The daily average output was 24,275 tons, an increase of 675 tons. The weekly demand of five major steel grades for silicon - manganese was 126,886 tons, an increase of 0.23%. The weekly supply of national silicon - manganese was 169,925 tons, an increase of 2.86% [24]. - **Inventory**: As of May 22, the national inventory of 63 independent silicon - manganese enterprises was 201,100 tons, a decrease of 6,000 tons [29]. - **Upstream**: As of May 29, the price of South African manganese ore in Tianjin Port was 35 yuan/ton - degree, a decrease of 4. The price of Australian manganese ore was 43 yuan/ton - degree, unchanged. The port inventory of imported manganese ore increased by 25,000 tons. The arrival volume from South Africa increased by 30% week - on - week and 111% year - on - year [35][41]. - **Production Cost and Profit**: As of May 30, the spot production cost in the northern region of silicon - manganese was 5,765 yuan/ton, a decrease of 30. The profit was - 300 yuan/ton, a decrease of 70. In the southern region, the cost was 6,070 yuan/ton, a decrease of 70, and the profit was - 550 yuan/ton, an increase of 5 [48]. - **Downstream**: As of May 30, the daily average molten iron output of 247 steel mills was 241.91 tons, a decrease of 16,900 tons week - on - week. The tender price of Hebei Iron and Steel Group for silicon - manganese in May was 5,700 yuan/ton, a decrease of 250 yuan/ton compared to April [51].

当下，"好房子"成了高频词。"好房子"在今年首次被写进《政府工作报告》：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"。建造"好房子"，是政策层面的决 策部署，也是人民群众的殷切期盼，更应成为企业的主动选择。"好房子"建设不是一句口号，应在系统 行动方案规划中积极稳步推进，唯其如此，我们才能离美好居住生活越来越近。 "好房子"建设须构建支持住房品质提升的制度体系。住房和城乡建设部正在组织编制"好房子"建设指 南。全国"好房子"设计大赛将举办，以引导设计师针对多样化居住需求精心设计不同户型、不同面积 的"好房子"。"好房子"建设同样离不开地方统筹推进，各地多措并举加大对"好房子"建设的政策支持力 度，山东、山西、江苏、湖北、四川、宁夏、江西、海南、陕西等省份发布了专门的指导意见、实施方 案、工作方案等，提出具体支持措施和推进举措。如山东先后发布《山东省高品质住宅开发建设指导意 见》《关于支持"好房子"建设的若干政策措施》，明确高品质住宅的概念与发展路径。 "好房子"建设应标准先行。今年5月份，国家标准《住宅项目规范》开始实施。相较旧标准，《住宅项 目规范》在层高、电梯配套 ...

近几年来，房地产市场逻辑发生改变，好房子建设潮流中，产品力成为未来市场的核心竞争力，置业者更愿意为真实 可感的品质买单，这也是一些新楼盘走热的重要逻辑。 坐落于西红门板块的壹品兴创·元启，在"五一"小长假期间收获了不错的市场表现，且近段时间以来都维持了较高人 气。而元启"吸睛"的核心，是开发商不惜成本的主动升级。据了解，面向全新的好房子建设标准，元启项目以六大维 度的产品升级，重塑居住体验，彰显责任企业的诚意与实力。 自我更新 正面应对"好房大考" "好房子"概念提出后，受到了全社会的共同关注，也得到了行业的积极响应。为了给好房子建设提供标准参考，近半 年来相关文件陆续发布，包括《北京市高品质商品住宅设计导则（试行）》《北京市平原多点地区"好房子"规划管理 相关技术要点（试行）》（以下简称《技术要点》）等。 其中，《技术要点》明确提出了按需设置封闭阳台或开敞阳台、丰富居住空间形式、增配邻里共享公共空间、提升建 筑立面品质等内容，让好房子更为具象化。 这些标准的提出，反映的是居住需求的升级和生活方式的转变。有业内人士表示，这些内容是能让置业者真实感知的 具体改变，在长久居住中，也能给业主带来实实在在的实惠。 （ ...

Core Viewpoint - The real estate market in China is showing signs of stabilization, with improved transaction activity in some first and second-tier cities, driven by the implementation of supportive policies [1][2]. Group 1: Market Performance - In April, the real estate market transactions remained stable, with a slight recovery in sales due to the rollout of various policies aimed at stabilizing the market [1]. - From January to April, the sales area of new commercial housing decreased by 2.8%, but the decline was 0.2 percentage points less than the previous quarter [1]. - In 40 key cities, the sales area and sales revenue of new residential properties increased by 0.1% and 2% year-on-year, respectively, during the same period [1]. Group 2: Price Trends - Overall, housing prices remained stable, with new residential property prices in first and second-tier cities unchanged month-on-month in April, while third-tier cities saw a slight decline [2]. - Year-on-year, the price decline for new residential properties in first, second, and third-tier cities narrowed by 0.7, 0.5, and 0.3 percentage points, respectively [2]. - The decline in second-hand residential property prices also narrowed, with reductions of 0.9, 0.5, and 0.4 percentage points for the respective city tiers [2]. Group 3: Inventory and Construction - There has been an improvement in real estate inventory and new construction, with a decrease in unsold housing inventory as sales pick up [2]. - By the end of April, the area of unsold commercial housing continued to decrease compared to the end of March, marking two consecutive months of decline [2]. - From January to April, the year-on-year decline in the area of new housing starts narrowed by 0.6 percentage points compared to the previous quarter [2].

严控增量的导向之下，2025年多数城市住宅用地供应出现了缩减。 日前，杭州发布的2025年度建设用地供应计划显示，今年杭州住宅用地供应计划为521.16公顷，其中市区为517.32公顷；相比2024年同期的802.39公顷、 788.41公顷，分别下降35.05%、34.38%。 无独有偶。深圳在4月底发布的2025年度供地计划也显示，其年内居住用地计划供应100公顷，其中商品住房用地60公顷；但2024年这两项数值分别为180 公顷、80公顷，下降幅度均在两成以上。 克而瑞监测显示，2025年，全国宅地计划供应量同比下降20%，其中二线城市以31%的降幅领跑各能级。"这一变化既源于武汉、郑州等二线库存高压区 的主动减量，也折射出行业去库存加速背景下，地方政府主动收缩供地规模，加快建设房地产发展新模式的决心"。 宅地供应量少了20% 杭州今年土拍火热。 据中指研究院统计，截至4月22日，杭州宅地出让总金额已达775.2亿元。而2024年杭州全年宅地出让金1169亿元，以此计算，杭州今年前4个月土地出让 金已达到2024年全年的66%。与此同时，杭州的楼面价纪录已三次被刷新，从1月的6.48万元/平方米，飙升至 ...