中指研究院最新发布的2025年11月住房租赁行业数据显示，国内集中式长租公寓头部企业规模持续扩 容，TOP 30企业开业及管理房源量均实现环比增长。与此同时，受行业传统淡季影响，全国50城住宅 平均租金延续环比下跌态势，市场供需格局呈现结构性分化。 在企业规模方面，头部企业的引领作用愈发凸显。截至11月30日，TOP 30集中式长租公寓企业累计开 业房源量达140.9万间，较10月增加0.2万间。万科泊寓以20.4万间的开业规模稳居榜首，龙湖冠寓以12.7 万间位列第二，瓴寓国际、魔方生活服务集团等企业紧随其后，开业规模均超过8万间。值得注意的 是，琴乐寓首次跻身开业规模TOP 30榜单，以15082间的开业量占据第30位，而瓴寓国际等老牌企业凭 借新项目落地，开业规模实现进一步增长。 管理规模的扩张势头更为明显。11月TOP 30企业累计管理房源量达200.7万间，较10月增加2万间，增幅 高于开业规模。榜单头部格局相对稳定，万科泊寓仍以28.39万间的管理规模领跑行业，龙湖冠寓（16.4 万间）、美寓（15.0356万间）分列二三位。管理规模的增长主要得益于企业的资产整合与项目拓展， 美寓、联投新青年、浦 ...

人民财讯11月21日电，11月21日，记者从首都"十四五"规划高质量收官系列主题新闻发布会"住有所 居"专场获悉，自2017年底上线住房租赁服务平台以来，目前平台租赁合同备案量已突破780万套，在全 国位列第一。2019年以来，北京连续7年开展返工季、毕业季"惠民租房"系列服务活动，已实现签约 44.48万套(间)。 ...

Core Viewpoint - Renting has transitioned from a temporary choice for young people to a mainstream lifestyle in major cities, reflecting a significant shift in China's housing landscape from "incremental expansion" to "stock optimization" [1][3] Group 1: New Living Choices in Major Cities - The rental population in the four first-tier cities (Beijing, Shanghai, Guangzhou, Shenzhen) has surpassed 50%, marking the arrival of the "half-city rental" era [3] - Urbanization is accelerating, with the urban resident population reaching 930 million and rental population nearing 260 million, expected to grow to 350 million by 2030 [3] - The ability to settle in cities at reasonable costs is crucial for attracting and retaining talent, making renting a key factor in urban competitiveness [3] Group 2: Changing Perspectives on Housing - The traditional view of "owning a home means having a family" is shifting, with younger generations prioritizing quality of life and career development over mortgage commitments [4] - High housing prices have led to the emergence of a "rental generation," with the average price-to-income ratio in Beijing exceeding 30:1 [4] - Over half of renters are open to long-term rentals, with nearly 20% willing to rent for over ten years, indicating a growing acceptance of long-term leasing [4] Group 3: Market Structure and Supply Diversity - The rental market is experiencing structural changes, with a diverse supply system emerging, including personal landlords, institutional operators, and affordable rental housing [5][6] - The market is evolving from traditional rentals to include various types such as affordable housing, long-term apartments, serviced apartments, and high-end apartments [6] Group 4: Economic Rationality in Renting - A significant portion of working individuals (nearly 80%) are willing to pay rent that is 20% or less of their monthly income, reflecting a rational approach to rental costs [8] - The trend of sharing brokerage fees between landlords and tenants is becoming mainstream, enhancing rental flexibility and reducing commuting costs [8] Group 5: Policy Support and Legal Framework - The introduction of the "Housing Rental Regulations" in July 2023 provides a clear legal framework for rental activities, enhancing market stability [9][10] - Financial support for the rental market is increasing, with the issuance of REITs expected to exceed 25 billion yuan, providing stable funding for the rental sector [11] Group 6: Future Outlook - The rental housing market is projected to grow from 5.2 trillion yuan in 2025 to 8.8 trillion yuan by 2030, with state-owned rental companies expected to capture 25% of the market share [13] - The shift towards a long-term rental era is transforming the rental experience, with digitalization expected to enhance convenience and security in the rental process [12]

金十数据7月21日讯，国务院总理李强日前签署国务院令，公布《住房租赁条例》，自2025年9月15日起 施行。其中提到，强调住房租赁市场发展应当贯彻党和国家路线方针政策、决策部署，坚持市场主导与 政府引导相结合，鼓励多渠道增加租赁住房供给，培育市场化、专业化住房租赁企业。 国务院：鼓励多渠道增加租赁住房供给，培育市场化、专业化住房租赁企业 ...