智通财经APP获悉，1月7日，中指研究院发布2025年中国住房租赁企业规模排行榜。2025年末，TOP30企业开业规模榜合计开业房源量达142.5万间，较 2024年末增长16.8万间；管理规模榜合计管理房源量达203.4万间，较2024年末增长21.3万间。2025年12月，住房租赁行业处于传统淡季，50城住宅平均租 金为34.16元/平方米/月，环比下跌0.60%，同比下跌3.62%。 12月，中央层面导向主要聚焦"优化保障性住房供给"、"强化金融支持"与"提升住房品质"三大维度。地方层面，在规范住房租赁行业监管、以盘活存量为 核心多渠道筹集房源之外，继续给予青年人才、多子女家庭等群体专项支持，其中深圳、湖南为符合条件的青年人提供从短期免费住宿到中长期租房补贴 的全链条支持。 根据中指院监测，12月共有26个省（区、市）发布《"十五五"规划建议》。在各地《建议》中，"推动房地产高质量发展"这一目标贯穿始终，响应全 国"十五五"目标导向。同时，多地普遍在健全住房租赁制度、优化保障性住房供给、建设"好房子"等主要方向上有类似提法。 企业格局 1.规模排行 | | 2025年12月中国住房租赁企业 | | | ...

Core Points - Starting from January 1, 2024, housing rental enterprises in Beijing that hold or lease 500 or more housing units or have a building area of 15,000 square meters or more will be eligible for corresponding tax incentives [1][2] - The new policy primarily targets housing rental enterprises and does not apply to commercial office rental enterprises [1] Group 1: Tax Incentives - Housing rental enterprises can enjoy VAT tax incentives, with the tax rate reduced from 5% to 1.5% [2] - Organizations renting to specialized housing rental enterprises can benefit from property tax reductions, with the tax rate lowered from 12% to 4% [2] - The threshold for specialized housing rental enterprises in Beijing has been adjusted from 1,000 units or 30,000 square meters to 500 units or 15,000 square meters [2] Group 2: Market Impact - The new policy aims to promote the development of housing rental enterprises and standardize the long-term rental apartment market, ultimately providing better rental services to residents [4][5] - The expansion of tax incentives will primarily benefit medium-sized housing rental enterprises, which previously had limited access to such benefits [4] - The policy encourages the conversion of underutilized factory buildings into rental housing, which can also qualify for tax incentives if managed by housing rental enterprises [4]

Core Insights - The upcoming implementation of the Housing Rental Regulations on September 15 aims to enhance the quality of the housing rental market by supporting enterprises in revitalizing existing assets and improving service quality [1][8] - The rental market is experiencing structural changes, with an increasing average age of tenants and a growing demand for family-oriented housing [1][2] - The introduction of the Housing Quality Index (HQI) will help assess and improve the quality of rental properties, addressing the prevalent issues of poor-quality housing [6][7] Market Trends - The rental population in China has reached nearly 260 million, with a significant increase in family-type tenants, particularly those aged 35 and above [2] - The demand for rental services is evolving, with tenants prioritizing commuting convenience, housing facilities, and post-rental services [2][3] Company Developments - Beike's rental services have become a key component of its "one body, three wings" strategy, with plans to expand its service offerings and enhance operational efficiency [2][3] - As of March 2025, Beike aims to cover 55,000 stores and 490,000 agents, ensuring a robust supply of rental properties [2] Regulatory Impact - The Housing Rental Regulations will clarify the status of rental enterprises, broaden the supply of rental properties, and compel service upgrades, thereby enhancing the overall market environment [8] - The regulations are expected to drive the housing rental market towards a more legal and standardized phase, promoting high-quality development [8][9] Quality Improvement Initiatives - The HQI will evaluate rental properties based on five core dimensions, helping users identify high-quality housing and guiding property owners in improving their offerings [6][7] - Beike's focus on safety and compliance will be central to its operations, with an emphasis on quality delivery and tenant safety [8]