更多政策解读、城市月报、房企研究报告 ..... 中指云 就在 \ 中指 · 政策要闻｜李强总理再提稳楼市 释放积极信号 (12. 1-12. 7) 9 政策要闻丨李强总理再提稳楼市，释放积极信号（ 12.1-12.7 ） 摘要:李强总理强调把城市更新和消除安全隐患、稳楼市等工作结合起来,国家发改委明 确城市更新设施纳入基础设施 REITs 发行行业范围,央行行长发文,重申构建房地产审慎 管理框架,继续丰富和完善房地产金融政策工具箱;重庆支持在城市更新项目中给予项目 建筑面积"增容"奖励,浙江、湖北等多省发布"十五五"规划建议,南宁等多地发放购 房补贴。 1. 中央:李强总理再提稳楼市,国家发改委将城市更新设施纳入基础设施 REITs 发行范围 要闻一:李强总理强调把城市更新和消除安全隐患、稳楼市等工作结合起来 12月3日,国务院以"深入推进以人为本的新型城镇化,着力构建城乡融合发展新格 局"为主题，进行第十七次专题学习。国务院总理夺强在会上指出,"展望'十五五'时 期，新型城镇化发展空间仍然很大"，并强调"要深入实施城市更新行动，把城市更新和 消除安全隐患、稳楼市等工作结合起来,扎实推进好房子建设和房地产高 ...

Investment Rating - The report indicates a positive outlook for the real estate market, emphasizing the potential for growth driven by new urbanization initiatives and housing demand [3][4]. Core Insights - The "14th Five-Year Plan" period presents significant opportunities for urbanization, with an estimated housing demand of nearly 5 billion square meters over the next five years, translating to an average annual sales area of 7-8 million square meters for new residential properties [4][5]. - Urbanization is identified as a key driver for expanding domestic demand and promoting industrial upgrades, with a focus on improving living conditions and urban quality [4][5]. - The report highlights the importance of urban renewal as a strategy to stabilize the housing market, with various policies being implemented to enhance living conditions and property values [6][7]. Summary by Sections Urbanization and Housing Demand - The report forecasts that the urban housing demand will remain robust, with over 40% of this demand driven by improvement housing needs, supported by demographic changes such as smaller family units [5]. - The ongoing urbanization process is expected to create further opportunities for real estate development, particularly in regions with significant population inflows [5][6]. Urban Renewal Policies - Recent government initiatives emphasize urban renewal as a critical component for stabilizing the housing market, with policies aimed at improving old housing and enhancing living environments [6][7]. - The introduction of financial and land policy incentives for urban renewal projects is anticipated to attract more market participants and support the overall development of the real estate sector [9].

庆路、青银高速的高效衔接，大幅缓解金水路、黑龙江路的交通压力，显著提升东岸城区东西向通行效 率，让市民出行更便捷顺畅，为东岸城区产业升级、资源优化配置、城市功能提升奠定坚实基础。 "面对城区施工空间受限、交通组织复杂，以及国内最大断面市政隧道——老虎山隧道等一系列施工挑 战，我们通过清单管理、方案优化、强化统筹，高质量完成了建设任务。"青岛交通发展集团有限公司 副总工程师刘明攀介绍，此次唐山路快速路工程主线顺利贯通，是青岛城投集团深度融入城市发展大 局、服务城市更新战略的生动实践。未来，青岛城投集团将持续坚守"服务城市发展、赋能民生福祉"的 国企使命，在重大基础设施建设、城市更新升级等领域持续发力，以更多优质项目助推青岛城市能级提 升，为建设新时代社会主义现代化国际大都市贡献城投力量。 青岛市住房和城乡建设局市政公用中心副主任孙强介绍，下一步，青岛市住建局将深入践行人民城市理 念，以高质量开展城市更新为抓手，全力推进品质城市建设，高效服务保障重点市政道路设施项目建 设，进一步完善骨干路网、加强设施配套、提升承载能力，不断把宜居宜业的民生愿景变成幸福实景。 唐山路快速路工程西起重庆路，东至青银高速，全长约3公里 ...

Core Viewpoint - Shijingshan District has undergone a significant transformation during the "14th Five-Year Plan" period, aligning with national and capital development, enhancing economic quality, and improving urban living standards [1] Economic Development - During the "14th Five-Year Plan," Shijingshan District's GDP exceeded 130 billion yuan, achieving continuous growth across four hundred billion milestones [9] - The district completed fixed asset investments of 593.34 billion yuan, accounting for 73.4% of the total in the western Beijing area [7] - The digital economy's added value reached 57.4% of GDP, with major industries contributing over 60% to economic growth [9] Urban Renewal - Shijingshan District has led urban renewal efforts, with significant projects like the Modekou historical cultural district protection plan and the revitalization of old neighborhoods [12][13] - The district has improved living conditions through the renovation of 551 million square meters of old residential areas and the construction of 1.9 million square meters of policy housing [14] Talent and Innovation - The district has implemented the "Jingxian Plan" to attract talent, recognizing over 300 individuals as "Jingxian Talents" and establishing a youth innovation and entrepreneurship base [11] - The number of national high-tech enterprises in the district has surpassed 1,000, indicating a robust innovation ecosystem [10] International Engagement - The China International Fair for Trade in Services (CIFTIS) has permanently settled in Shijingshan, showcasing nearly 2,000 enterprises and attracting around 800 international guests [8] - The district has introduced over 1,400 new projects and 146 foreign-funded enterprises since the launch of the "Two Zones" initiative, reflecting strong economic vitality [8] Quality of Life - Shijingshan District has been recognized as a national civilized city and one of the most livable urban areas in China, focusing on improving public services and community welfare [14] - The district has expanded educational resources, adding 14,000 new school places and enhancing healthcare and elderly care services [14]

把实事办好，关键靠汇聚合力。城市更新是一项系统工程，涉及政府、企业、居民等多方主体，仅靠行 政力量单向推动，容易导致运营责任悬空、市场活力不足。 因此，一方面，需要规划引领，构建可持续的长效治理机制。以上海为例，"拎马桶"改造任务被放在城 市更新整体规划中一体推进。完成成片旧改后，上海并没有停下来，而是继续提升周边配套、安装适老 化设施，为打造超大城市更新样本积累经验。 另一方面，也需要建立可持续的运营模式，统筹有效市场与有为政府，加强资源整合，通过功能转换、 业态升级、品质提升等方式激活存量价值。例如，广州永庆坊采用"政府主导、企业运营"模式，在保留 岭南骑楼风貌的同时，引入现代文旅产业，以多元业态激活发展潜能。 （中国经济网供稿） 政策导向日益清晰，市场潜力持续释放，城市更新站上了新的发展起点。但与此同时，一些短板亦不容 忽视，例如规划碎片化、资金渠道单一、重建设轻运营、治理协同不足等。当前，我国城市发展正从大 规模增量扩张阶段转向存量提质增效为主的阶段，城市更新也迈入精细化、集约化、内涵式的高质量发 展轨道。在此背景下，如何让城市更新更有温度、更具活力？ 实际上，各地因地制宜持续推动城市更新，已涌现出不 ...

Group 1 - The national housing and urban construction work conference emphasized stabilizing the real estate market, shifting from last year's focus on stopping the decline to ensuring stable operation [1] - The conference highlighted the increasing proportion of second-hand housing transactions as a trend for the near future [1] - The cumulative renovation of over 240,000 old urban communities during the 14th Five-Year Plan period has benefited more than 41 million households and 110 million people [2] Group 2 - The conference reiterated the importance of urban renewal, with a focus on high-quality implementation, positioning it as a top priority for the housing and urban development department by 2026 [2][3] - The construction industry remains a crucial pillar of the national economy, with its value added accounting for over 6.5% of GDP, reinforcing its significance in employment stability and public welfare [4] - The meeting called for policies to stabilize the real estate market, including city-specific measures to control supply, reduce inventory, and optimize housing supply [4] Group 3 - The promotion of the sale of existing homes aims to prevent delivery risks, while regulations on pre-sale funds will protect buyers' rights [5] - The "Good House" initiative has gained momentum, with new residential project standards implemented and a national design competition launched to promote innovative building materials [5] - The focus on "Good House" construction will extend to "Good Service," addressing residents' demands for quality living environments through improved property management and community services [6]

（来源：工人日报） 阅读提示 作为一处外来人口占比超过八成、被列入历史风貌区的老旧街区，南澳老街如何在"不能大拆大建"的前 提下，实现从"脏乱差"到"精而美"的转变？记者近日走进这里，探寻"小支部"撬动基层治理、推动老 街"微更新"的做法。 12月18日下午4点多，冬日的暖阳斜照在深圳市大鹏新区南澳社区老街的巷道里。一位渔嫂拉着手推车 走出家门，朝着码头走去，她要去接出海归来的丈夫，收回渔网。手推车缓缓前行，主巷道上没有杂物 阻挡去路。 这辆穿行在老街里的手推车，一头连着延续百年的渔耕生活，一头也见证着老街正在发生的变化——旧 空间没有被推倒重来，却悄然生长出新活力。作为一处外来人口占比超过八成、被列入历史风貌区的老 旧街区，南澳老街如何在"不能大拆大建"的前提下，实现从"脏乱差"到"精而美"的转变？记者近日走进 这里，探寻"小支部"撬动基层治理、推动老街"微更新"的做法。 旧墙面有了新景致 在南澳，老街几乎等同于这片社区的"来处"。南澳是深圳最具渔港风情的小镇之一，在明洪武年间便 因"海上互市"而兴盛，客家与疍民文化在此交织，形成独特的街区形态。 沿着老街主巷道往里走，脚下是平整的水泥路，两侧却依然有不少低 ...

Core Viewpoint - The transformation of urban renewal in Guangzhou is shifting from a real estate development logic to an industrial operation logic, focusing on sustainable industrial ecosystems that drive employment and economic development [1]. Group 1: Urban Renewal Projects - The urban renewal project in Liren Dong Village has a total reconstruction cost of 20.908 billion yuan, while the Kanglu area project costs 30.465 billion yuan, with costs exceeding the budget borne by the implementing entities [2][3]. - The funding sources for urban renewal have diversified, moving from reliance on developers to include government funding, special loans for urban renewal, and social capital cooperation [2][4]. - The Kanglu project is characterized as a "giant urban renewal project," expected to take 10 years and developed in four phases, emphasizing the completion of public facilities before financing [3]. Group 2: Government and Corporate Involvement - The government plays a guiding role in urban renewal, transitioning from traditional regulatory oversight to comprehensive support, including policy and financial backing [5][6]. - State-owned enterprises (SOEs) like Yuexiu Real Estate and China Cinda are involved in these projects, providing financial stability and risk management capabilities [4][5]. - The introduction of social capital in village collective land management allows for investment and operational rights, enabling private enterprises to participate in urban renewal [4]. Group 3: Industrial Integration and Economic Development - The urban renewal projects aim to integrate industrial development with urban living, moving beyond mere housing improvements to fostering economic vitality [8][10]. - Liren Dong Village will retain its e-commerce industry roots, planning a 260,000 square meter commercial complex to create over 100,000 jobs [8][9]. - The Kanglu area will maintain a high density of production and living spaces, transitioning from scattered workshops to vertically managed economic buildings, enhancing production efficiency [9]. Group 4: Future Outlook - The industrial effectiveness of urban renewal projects is expected to evolve, with projects transitioning from "space providers" to "industrial service providers," creating sustained value [10]. - Urban renewal will contribute to the formation of specialized industrial clusters and reshape the spatial structure of cities, promoting a shift from "separation of industry and city" to "integration of industry and city" [10].

12月22日，由广州安居集团与立邦中国联合主办的"悦享·梦想家"骑楼焕新改造竣工暨"安居乐业的 家"体验活动，在广州海珠区举办。 一众本地街坊走进位于南华西路修缮一新的历史建筑，实地感受"老房子"历经改造后焕发的"新气象"。 据了解，本次改造由广州安居集团牵头实施，立邦作为广州"城市合伙人"，委托《梦想改造家》栏目特 邀广州本土设计师操刀设计，并全程记录改造过程，同时为改造提供全方位涂装解决方案。 立邦中国TUB事业群总裁李汉明回应道："'家'是城市生活的细胞，守护好每一个小家，便是托起整座 城市的幸福根基。本次改造，立邦与安居集团协同创新，为广州建设'美丽中国'城市样本开展富有价值 的探索。未来，我们将持续夯实'产品+服务'体系化能力，把'好房子刷新模式'推广至更广泛的街区" 。 采写：南都N视频记者 汪陈晨 为助力"老房子"蜕变为宜居、舒适的"好房子"，项目团队针对建筑不同部位的特点，实施了"对症下 药"的涂装保护：针对南方潮湿多雨的气候，对外墙采用"涂、保、防"一体化体系，在保护历史风貌的 同时满足防渗保温的刚需；屋面使用了立邦节点防水涂料，针对屋面细部节点易渗漏问题，提供25年以 上耐久保障；地面应用 ...

动工仪式现场。 12月26日，中山市东区街道沙岗片区城中村改造安置房建设项目动工仪式举行。据悉，沙岗城中村改造 项目位于中山市中心城区核心区域，是全市探索"依法征收、净地出让"模式的先行区，改造范围约 14.22公顷，总投资达20.1亿元。 沙岗城中村改造项目正式动工。 据了解，本次开工的安置房项目，建设用地面积2.2万平方米，计容建筑面积约6.1万平方米。以"宜居生 活与绿色人居"为核心建设主题，聚焦公共设施配套全面提质升级，着力为片区优化空间布局、提升生 活品质、提振区域经济。 项目将通过开展系统性改造，释放1.39万平方米（约20.85亩）商业服务业用地与10.87万平方米（约 163.04亩）住宅空间，一方面完善高品质居住配套，新增和提升改造周边道路，打造全新社区公园；另 一方面打造活力商业场景，激活区域发展动能，致力于打造一个"居住舒适、商业活跃"的高品质现代化 社区。 动工仪式现场。 采写：南都N视频记者侯玉晓 通讯员黄梓珊 神韵 动工仪式上，沙岗经联社书记陈绮栋表示，沙岗是一个典型的城中村，基础设施和环境卫生历史欠账 多，经济发展较慢。启动城中村改造，将打破现有的落后局面，增加集体经济收益，改善 ...