新华社北京11月7日电 题：科技如何赋能"好房子"建设？——来自中国住博会的一线观察 新华社记者王优玲 住建领域的科技产品，如何转化为安全、舒适、绿色、智慧的"好房子"？6日至9日正在北京举行的第二 十二届中国住博会，重点展示了国内外最新住房城乡建设领域技术产品，揭示科技将"好房子"从理念转 化为现实的路径。 走进首钢近零碳"好房子"展示区，记者了解到钢结构的大量应用，使80%的材料可循环使用；住宅居住 空间仅保留一根承重柱的设计突破，实现了户型的极致灵活。 "通过提高建筑围护系统外墙、屋面等保温性能，采用新风机组与节水器具，并设置太阳能光伏系统， 可降低建筑碳排放量，降碳率超过60%，达到近零碳标准要求。"首钢集团副总经理王建伟介绍。 "好房子"建设离不开"好建造"。传统建筑工地给人机械轰鸣、尘土飞扬的印象，但在"好建造"展区， 中建八局、中建科技展示"像造汽车一样造房子"，由机器人主导流水线作业，实现工厂的工业化生产与 现场模块化组装。记者看到，一旁的装配式智能钢筋生产线正完成锯切、滚丝、弯曲等工序，实现无人 化作业。 融入纳米抗菌离子、兼具防霉功能的抗菌人造石，重量仅为传统镂空砖七分之一、透光透气的发泡 ...

Core Insights - The event held on November 4 in Qingdao focused on the "Good House" observation activity and construction work meeting, highlighting the city's efforts in improving housing quality [2] - Participants included representatives from various housing and urban construction departments, industry associations, and enterprises, totaling over 80 attendees [2] Group 1: Project Overview - The attendees visited the Tangdao Bay Junhui project, a provincial-level high-quality residential pilot project in the West Coast New Area, to understand the implementation of the "Good House" construction projects and related policies [2] - The West Coast New Area Housing and Urban-Rural Development Bureau reported on the progress of the "Good House" construction, emphasizing the experiences and achievements in high-quality residential construction [2] Group 2: Key Themes and Goals - The meeting underscored the importance of focusing on human-centered development, land supply, design optimization, and quality supervision to ensure the successful implementation of the "Good House" initiative [2] - The goal is to create more satisfactory "Good Houses" for the public, aligning with the contemporary mission of advancing housing quality [2]

Core Insights - The 22nd China International Housing Industry and Building Industrialization Products and Equipment Expo opened on November 6 in Beijing, focusing on the construction of "good houses," green and low-carbon industry development, urban renewal, and intelligent construction [1] Group 1: Event Overview - The expo features special exhibition areas for "good house" model homes, digital families and smart homes, new building industrialization, prefabricated decoration, low-carbon and zero-carbon buildings, and China-Central Asia cooperation [1] - The event showcases advanced and practical technologies and products, including domestic BIM core platforms, digital twin collaborative tools, high-performance building materials, construction robots, and urban drainage emergency equipment [1]

Core Insights - The 22nd China International Housing Industry and Building Industrialization Products and Equipment Expo opened on November 6 in Beijing, focusing on "shared innovation, building the future, and creating a new ecosystem for open cooperation in industrial collaboration" [1][3] Group 1: Event Overview - The expo showcases the latest technologies and products in the housing and urban construction sector, promoting the application of technological innovations and leading industry transformation and upgrading [1][3] - The event features special exhibition areas such as model houses for "good housing," green and low-carbon industry development, urban renewal, and smart construction [3] Group 2: Exhibits and Technologies - Key exhibits include domestic BIM core platforms, digital twin collaborative tools, high-performance building materials, construction robots, and urban drainage emergency equipment [3] - The expo is organized by the Ministry of Housing and Urban-Rural Development's Science and Technology and Industrialization Development Center, along with other industry associations, gathering over 200 domestic and international enterprises with an exhibition area of 17,000 square meters [3] Group 3: Industry Impact - The expo aims to showcase China's technological innovation achievements in housing and urban construction, fostering an open collaborative industrial ecosystem and injecting innovative momentum into the transformation and upgrading of building industrialization, digitalization, and greening [3]

Investment Rating - The report rates the real estate industry as "Outperform the Market" [4] Core Insights - The sales of the top 100 real estate companies in October showed a significant year-on-year decline of 39.8%, indicating a weakening market [4] - The "14th Five-Year Plan" has shifted to emphasize "high-quality development" in real estate, focusing on improving systems, optimizing supply, and enhancing quality [5] - New housing transaction area has turned positive on a month-on-month basis but shows a year-on-year decline, with inventory levels decreasing [4][15] Summary by Sections 1. New Housing Market Tracking - In the week of October 25-31, 2025, new housing transaction volume in 40 cities was 25,000 units, a month-on-month increase of 5.4% but a year-on-year decrease of 32.0% [17] - The new housing transaction area was 2.64 million square meters, up 3.1% month-on-month but down 37.3% year-on-year [26] - Inventory levels in 12 cities decreased by 0.6% month-on-month and 12.2% year-on-year, with a de-stocking cycle of 18.8 months [41] 2. Land Market Tracking - The total land area transacted across 100 cities was 2.035 billion square meters, a month-on-month increase of 79.6% and a year-on-year increase of 18.1% [62] - The total land transaction price was 50.1 billion yuan, up 160.8% month-on-month but down 20.5% year-on-year [68] - The average land price per square meter was 2,461.5 yuan, up 45.3% month-on-month but down 32.7% year-on-year [64] 3. Policy Overview - The "15th Five-Year Plan" emphasizes the need for a new model of real estate development, focusing on improving basic systems for property development, financing, and sales [5] - Local governments are implementing measures such as electronic consumption vouchers for homebuyers and mandating the use of green building materials [95][96] 4. Company Performance - The top 20 real estate companies showed varied performance, with Greenland and China Railway achieving positive sales growth of 67% and 61% respectively in October [4] - The overall absolute return for the real estate sector was -0.7%, indicating a decline compared to previous weeks [13]

Group 1 - The total land acquisition amount for the top 100 real estate companies in the first ten months of this year reached 783.8 billion yuan, representing a year-on-year increase of 26.4%, although the growth rate has significantly narrowed compared to the previous nine months due to several large-scale land acquisitions in September [1] - The total sales amount for the top 100 real estate companies in the first ten months was 2,896.71 billion yuan, showing a year-on-year decline of 16.3%, with the decline rate expanding by 4.1 percentage points compared to the previous nine months [1] - In October, the sales amount for the top 100 real estate companies increased by 3.7% month-on-month, indicating that some companies performed strongly in sales [1] Group 2 - The recovery of market expectations and buyer confidence was influenced by a series of policies implemented after last year's real estate market reforms, leading to increased market activity in core cities in October of the previous year, which contributed to the larger decline this year due to high base effects [1] - Recent supply-side optimization policies targeting the construction of "good houses" have been implemented in multiple regions, which may provide short-term support to the market as real estate companies enter the performance sprint phase towards the end of the year [1]

Core Viewpoint - The article emphasizes the importance of building "good houses" in the Chinese real estate industry, marking a shift towards quality and user experience as central to development [1]. Group 1: Policy and Industry Shift - National policies stress the need for better housing for the public, indicating a new development phase in the real estate sector focused on quality and user experience [1]. - The Ministry of Housing and Urban-Rural Development has outlined goals for constructing quality houses, communities, and urban areas, reflecting a structural reform in the supply side of the real estate industry [1]. Group 2: Research Initiative - A large-scale survey initiated by Ke Rui and Zhejiang University aims to provide theoretical and data support for the construction, evaluation, and policy-making of "good houses" [2]. - The survey is seen as a foundational step towards creating an ideal living environment based on genuine feedback from participants [3]. Group 3: Engagement and Outcomes - Participants in the survey will receive priority access to the research results, specifically the "China Good House Living Satisfaction and Future Trends White Paper" [4].

Core Viewpoint - The Hubei Provincial Department of Housing and Urban-Rural Development has issued a notice to optimize housing provident fund policies to stabilize the real estate market, including measures such as increasing loan limits and removing restrictions on withdrawals for purchasing homes in different locations [1] Group 1: Policy Measures - The notice includes five key measures aimed at meeting residents' rigid and diverse housing needs, such as increasing loan limits and adjusting loan terms [1] - Cities like Guangzhou, Chengdu, Nanjing, and Weihai have also introduced similar measures in October to enhance housing provident fund policies [1] Group 2: Market Environment - The real estate market has shown stability in October, with the average price of new residential properties in 100 cities at 16,973 yuan per square meter, a month-on-month increase of 0.28%, while the average price of second-hand homes decreased by 0.84% to 13,268 yuan per square meter [2] - The introduction of policies has created a favorable purchasing environment, leading to an increase in the quality and value of housing options available [2] Group 3: Future Outlook - Short-term policies are expected to focus on stabilizing the market, while long-term goals aim for high-quality development in the industry [3] - The end of the year will see real estate companies striving to meet performance targets, with core cities likely to support new home sales through increased supply [3]

Group 1 - The total sales of the top 100 real estate companies in the first ten months of 2025 reached 2896.71 billion yuan, a year-on-year decrease of 16.3%, while October saw a month-on-month increase of 3.7% in sales, indicating a continued bottoming out of the market [1] - As of the end of October, seven companies had total sales exceeding 100 billion yuan, with Poly Developments leading at 222.7 billion yuan, followed by Greentown China at 201.1 billion yuan, and China Overseas Land & Investment at 189.1 billion yuan [1] Group 2 - In October, various regions implemented policies to optimize the construction of "good houses," while cities like Hefei, Nanjing, Chengdu, and Guangxi improved housing fund loan policies [2] - The top 100 companies acquired land totaling 783.8 billion yuan in the first ten months, a year-on-year increase of 26.4%, although the growth rate has slowed compared to the previous nine months [2] - Land acquisition is primarily concentrated in first and second-tier core cities, with state-owned enterprises leading the way, and many private companies actively participating [2] Group 3 - China Overseas Land & Investment, China Merchants Shekou, and Greentown China ranked as the top three in new value added, with China Overseas Land & Investment achieving 187 billion yuan in new value [3] - The top 10 companies accounted for 48.1% of the total new value added among the top 100 companies in October, totaling 1044.9 billion yuan [3] - The market is expected to become more active in the fourth quarter due to the continued implementation of "good house" policies and the acceleration of project launches by real estate companies [3]

Core Insights - In October, multiple real estate companies launched quality improvement projects during the National Day and Mid-Autumn Festival holidays, leading to a structural increase in new residential prices across 100 cities, with an average price of 16,973 yuan per square meter, a month-on-month increase of 0.28% and a year-on-year increase of 2.67% [1] - Core cities such as Shanghai, Chengdu, and Nanjing showed increased enthusiasm for new launches, with first and second-tier cities experiencing price increases, while third and fourth-tier cities focused on inventory digestion, resulting in price declines [1] - The average price of second-hand residential properties in October was 13,268 yuan per square meter, reflecting a month-on-month decline of 0.84% and a year-on-year decline of 7.60%, indicating significant downward pressure on second-hand prices due to high listing volumes and weak expectations [1] Policy Developments - In October, various local governments implemented policies to optimize the construction of "good houses," with cities like Chengdu and Shenzhen issuing guidelines on building design and project approvals [2] - Several cities, including Hefei, Nanjing, and Chengdu, improved housing fund loan policies by increasing loan limits and optimizing conversion policies for flexible employment [2] - The issuance of over 22.5 billion yuan in special bonds by provinces such as Shandong, Hebei, and Chongqing aimed at recovering idle land, indicating a proactive approach to land management [2] Market Outlook - The short-term outlook suggests that as year-end performance targets approach, an increase in new supply in core cities is expected to support new home sales, while second-hand transaction volumes may also remain stable, although prices may continue to face pressure [2] - The fourth quarter is anticipated to show a high base effect, with significant year-on-year declines in new and second-hand home sales in key cities, leading to expectations of low growth rates in year-end sales volumes [2]