"相关部署将更好发挥政府投资的撬动作用，进一步优化投资结构，不断释放投资活力。"国家发展改革 委宏观经济研究院研究员张林山说。 民间投资是稳增长、调结构、促就业的重要支撑力量。会议指出，有效激发民间投资活力。 新华社北京12月11日电（记者魏弘毅）投资是扩大内需的重要抓手。12月10日至11日举行的中央经济工 作会议部署明年经济工作重点任务时提出"坚持内需主导，建设强大国内市场"，并明确"推动投资止跌 回稳""有效激发民间投资活力"。 受外部环境复杂严峻、投资收益下降等因素影响，今年前10个月，全国固定资产投资同比下降1.7%。 与此同时，我国投资结构优化，高技术行业投资较快增长。 会议提出，适当增加中央预算内投资规模，优化实施"两重"项目，优化地方政府专项债券用途管理，继 续发挥新型政策性金融工具作用。 会议还提出，高质量推进城市更新。"城市更新既是民生工程，更是发展工程，能够发挥拉投资、扩内 需、稳增长的重要作用。"对外经济贸易大学教授马双表示，在我国经济面临结构调整、内部需求不足 等挑战的情况下，城市更新将有效赋能经济社会高质量发展。 当前，我国新型工业化、新型城镇化、节能降碳改造等投资需求广阔，基本公 ...

Group 1 - The core focus of the news is the introduction of five key land parcels in Nanjing's Gulou District that are set to be auctioned in 2026, attracting significant interest from real estate companies focused on improving housing options [1] - The highlighted land parcels include the Baiyun Pavilion residential land with a low plot ratio of 1.1, and the Gulou Riverside 03-10 plot with a plot ratio of 1.8, indicating a mix of small and large land resources with varying densities [1][2] - Major real estate firms such as Poly Developments, Zhongkun Real Estate, and China Jinmao, along with over 20 specialized urban renewal companies, attended the promotional event, showcasing the competitive interest in these land parcels [1] Group 2 - The Baiyun Pavilion land, with an area of 7,400 square meters and a building height limit of 24 meters, is expected to be auctioned in the first half of next year, primarily featuring multi-story buildings [2] - The Gulou Riverside 03-10 plot, set for release in the fourth quarter of next year, covers 11,600 square meters with a building height limit of 35 meters, and is located in an area with strong demand for improved housing due to the presence of older residential complexes [2] - The promotional event also revealed three urban renewal projects, including the Chenghe Village project, which aims to demolish and rebuild dilapidated housing, and the Leyue Village project, which is part of Jiangsu's first batch of urban renewal pilot projects [3]

作者 | 第一财经 吴斯旻 构建房地产发展新模式需要建立在"去库存"和"稳楼市"基础上。为此，明年楼市供给侧改革将进一步聚焦"控 增量、去库存、优供给"，把存量房盘活与保障房建设工作相结合。与此同时，高质量的城市更新有望成 为"稳楼市"的新抓手。 12月10日至11日，中央经济工作会议在北京举行。"着力稳定房地产市场"被列入"坚持守牢底线，积极稳妥化 解重点领域风险"这一明年经济工作要抓好的重点任务中。 会议指出，着力稳定房地产市场，因城施策控增量、去库存、优供给，鼓励收购存量商品房重点用于保障性 住房等。深化住房公积金制度改革，有序推动"好房子"建设。加快构建房地产发展新模式。 "相较于去年9月份中央政治局会议中'严控增量、优化存量、提高质量'的提法，今年中央经济工作会议在展望 明年房地产工作中提出'控增量、去库存、优供给'。从'优化存量'到'去库存'，意味着在当前楼市总体需求偏 弱的背景下，去化压力仍然较大。明年需要以更大力度推动楼市去化，以实现房地产供求关系形成新的平 衡。"成都市城市建设发展研究院副院长冯波对第一财经表示。 上海易居房地产研究院副院长严跃进也认为，明年楼市政策的关键词是"去库存"。"从 ...

填补商业空白片区更宜居 南京鼓楼滨江北部片区居住氛围日益浓厚，但商业配套仍有欠缺。记者从鼓楼区获悉，坐落于地铁5号 线方家营站的WIN55·方兴里商业体已建设完成，正进入招商阶段。该项目投入运营后，不仅将精准填 补区域商业空白，为周边居民打造便捷优质的生活服务圈，也将力争成为鼓楼滨江片区邻里商业新标 杆。 扬子晚报记者12月11日现场探访时看到，方兴里项目已经建设完成，目前处于招商阶段。下关街道办事 处主任张恒表示，鼓楼滨江承载着南京近代工业文明的历史记忆，也肩负着城市更新与功能重塑的时代 使命。当前，区域正迎来城市更新与功能提升的关键时期，街道将始终坚持"宜居、宜业、宜游"的发展 导向，全力打造具有温度、活力与品质的滨江生活示范区。 作为项目的业主方，南京鼓楼国有资产投资发展控股集团有限公司副总经理丁元刚表示，城市的发展， 既要有高楼林立的"高度"，更要有温暖可及的"温度"。方兴里项目是鼓楼国资集团践行城市更新、提升 滨江片区生活品质的重要落子，承载着对"国企担当"与"市场活力"相结合的深度探索，期待将其打造为 一张融合人文温度与商业活力的区域新名片。"可持续人文生活聚场"这一定位，正是希望商业能超越单 纯 ...

2025.12. 11 本文字数：1859，阅读时长大约4分钟 作者 | 第一财经 吴斯旻 构建房地产发展新模式需要建立在"去库存"和"稳楼市"基础上。为此，明年楼市供给侧改革将进一 步聚焦"控增量、去库存、优供给"，把存量房盘活与保障房建设工作相结合。与此同时，高质量的 城市更新有望成为"稳楼市"的新抓手。 12月10日至11日，中央经济工作会议在北京举行。"着力稳定房地产市场"被列入"坚持守牢底线， 积极稳妥化解重点领域风险"这一明年经济工作要抓好的重点任务中。 会议指出，着力稳定房地产市场，因城施策控增量、去库存、优供给，鼓励收购存量商品房重点用于 保障性住房等。深化住房公积金制度改革，有序推动"好房子"建设。加快构建房地产发展新模式。 "相较于去年9月份中央政治局会议中'严控增量、优化存量、提高质量'的提法，今年中央经济工作会 议在展望明年房地产工作中提出'控增量、去库存、优供给'。从'优化存量'到'去库存'，意味着在当 前楼市总体需求偏弱的背景下，去化压力仍然较大。明年需要以更大力度推动楼市去化，以实现房地 产供求关系形成新的平衡。"成都市城市建设发展研究院副院长冯波对第一财经表示。 上海易居房地产 ...

Group 1 - The upcoming year 2026 marks the beginning of the "14th Five-Year Plan," making effective economic work crucial amid a changing global economic landscape and domestic supply-demand imbalances [1] - The central economic work conference prioritizes "domestic demand as the main driver" for economic stability and high-quality development, indicating a long-term strategic focus rather than a short-term stimulus [2][3] - From 2013 to 2024, China's economy is projected to maintain an average growth rate of 6.1%, with domestic demand contributing an average of 93.1% to this growth, although the current situation of insufficient domestic demand has not been fully reversed [3] Group 2 - The conference emphasizes the importance of consumption as a key component of domestic demand, proposing actions to boost consumption, increase residents' income, and optimize supply of quality goods and services [4] - The policy approach will focus on three pillars: increasing income through multiple channels, addressing supply-demand mismatches in the consumption market, and improving the consumption environment by removing barriers [4] - The government aims to stimulate investment by increasing central budget investments, optimizing project management, and enhancing the role of policy financial tools, with a focus on new infrastructure and technology [5] Group 3 - The 2026 domestic demand strategy represents a deep transformation aimed at reducing reliance on external uncertainties and strengthening the "endogenous" foundation of the Chinese economy [6] - The awakening of potential consumer demand and the innovation vitality of market entities are seen as essential for the resilience of the Chinese economy [6]

降 稳预期之外，更需锚定行业可持续发展的长效支点 ◎ 文 / 马千里 2025年12月10日至11日在北京举行的中央经济工作会议，既是对2025年经济工作的全面复盘，更是"十四五"收官与"十五五"开局衔接期的战略定调。会议紧扣"推 动高质量发展"核心，将稳预期、防风险、促转型贯穿始终，其在房地产领域的部署既呼应"十五五"规划建议，又细化政治局会议要求，更通过城市更新与要素市 场化改革的协同设计，为房地产发展新模式搭建框架，精准契合市场期待，为2026年经济"质的有效提升和量的合理增长"注入信心。 防风险领域， 会议将"积极稳妥化解重点领域风险"列为八大任务之一，明确提出稳定房地产市场的具体路径：因城施策控增量、去库存、优供给，收购存量商品 房作保障房，深化公积金改革等，与"十五五"统筹发展安全的要求形成闭环。 与"十五五"规划精准衔接： 从战略到实践的落地 01 "十五五"规划建议明确基本实现社会主义现代化的关键时期需统筹发展安全、坚持高质量发展、扩大内需及防范重点领域风险，此次会议部署正是对这一框架的 具象化落地。 扩大内需方面， 会议将高质量城市更新纳入内需框架，既呼应新型城镇化目标，又通过改造投资与品质 ...

12月10日至11日，中央经济工作会议在北京举行。"着力稳定房地产市场"被列入"坚持守牢底线，积极 稳妥化解重点领域风险"这一明年经济工作要抓好的重点任务中。 会议指出，着力稳定房地产市场，因城施策控增量、去库存、优供给，鼓励收购存量商品房重点用于保 障性住房等。深化住房公积金制度改革，有序推动"好房子"建设。加快构建房地产发展新模式。 "相较于去年9月份中央政治局会议中'严控增量、优化存量、提高质量'的提法，今年中央经济工作会议 在展望明年房地产工作中提出'控增量、去库存、优供给'。从'优化存量'到'去库存'，意味着在当地楼市 总体需求偏弱的背景下，去化压力仍然较大。明年需要以更大力度推动楼市去化，以实现房地产供求关 系形成新的平衡。"成都市城市建设发展研究院副院长冯波对第一财经表示。 上海易居房地产研究院副院长严跃进也认为，明年楼市政策的关键词是"去库存"。"从库存指标来看， 当前全国百城去库存周期处于历史新高，去库存压力非常大。易居研究院全国百城库存报告显示，11月 全国百城去库存周期已为27.4个月，为历史新高，且超过了去年高点。" 近一年来，多地在楼市去化过程中，将存量商品房收购与保障房建设相结合， ...

Group 1 - The core viewpoint of the article highlights a significant shift in urban development in China, moving from large-scale demolition and construction to a focus on revitalizing existing old residential areas [3][5][11] - The article discusses the ongoing renovation of old residential communities in Changchun, which includes the installation of elevators and other improvements, reflecting a broader trend of urban renewal across the country [3][5] - The transformation of old neighborhoods and factories into new economic engines is emphasized, as younger generations prefer culturally rich environments over uniform shopping centers [6][8] Group 2 - The renovation of old residential areas is seen as a way to reactivate "old assets," with over 22,000 old communities built before 2000 affecting over 100 million residents [5] - The article outlines the various upgrades involved in these renovations, such as elevator installations, facade insulation, and community facilities, which enhance living conditions and property values [5][6] - The article identifies a long industrial chain emerging from the renovation of old communities, benefiting upstream construction materials, midstream elevator companies, and downstream property management and community services [8] Group 3 - Challenges in the renovation process are noted, particularly in balancing the interests of residents, such as the need for effective communication and consensus-building among different stakeholders [9] - The article concludes that as cities transition to organic renewal, the value of housing will return to its essence, focusing on comfort, convenience, and community amenities, indicating long-term investment opportunities in urban renewal [11]

Core Insights - The article discusses the implementation of the "Hundred Counties, Thousand Towns, and Ten Thousand Villages High-Quality Development Project" in Luohu District, Shenzhen, focusing on its strategies for industrial transformation and spatial restructuring to achieve high-quality urban development [1] Group 1: Industrial Transformation - Luohu is focusing on high-quality development in the service sector, with service industry value added accounting for over 90% of GDP, despite occupying only 3.5% of the built-up area of the city, contributing nearly 7% of the city's GDP and 13% of retail sales [2] - The financial sector is projected to reach a value added of 78.56 billion yuan by 2024, with over 100 licensed financial institutions, ranking third in the city [2] - The "China Treasure Capital" initiative in the gold and jewelry industry accounts for about 50% of the national market, while the tourism and medical beauty sectors also show significant growth [2] Group 2: Spatial Restructuring - Luohu has innovated land development through four pathways, including integrated development and environmental restoration, revitalizing inefficient spaces [3] - The "Luo Ling Model" for urban village renovation has been recognized nationally, and a digital management system has been implemented to optimize public property utilization, releasing nearly 28,000 square meters of service space [3] - The district aims to complete urban renewal and renovation of urban villages and old communities totaling nearly 5 million square meters during the 14th Five-Year Plan period, with an additional 5 million square meters of quality industrial space planned for the next five years [3] Group 3: New Development Engines - The marine economy has reached a production value of 38.08 billion yuan, and the low-altitude economy has established the first intelligent take-off and landing point in the country [5] - Over 3,500 new enterprises have been registered in three years, with significant growth in high-tech and specialized enterprises, doubling their contribution to GDP compared to the previous five-year plan [5] - The district has developed a consumer landscape with various themed shopping areas and has achieved significant sales through e-commerce initiatives in the gold and jewelry sector [6] Group 4: Strategic Framework and Actions - The "Hundred Thousand Project" is guided by five strategic approaches, including high-level promotion, industrial support, ecological empowerment, reform-driven initiatives, and service-oriented governance [7] - Luohu plans to implement 55 specific actions across six key areas, including industry, ecology, and social welfare, to enhance urban quality and vitality [8] - The district's ongoing efforts reflect a commitment to high-quality development, responding to the challenges of urbanization and economic transformation [8]