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未来五年房地产逻辑将发生重大转向
21世纪经济报道· 2025-10-30 00:08
记者丨李莎 编辑丨李果 日前,《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》(后简称《建 议》)公布。 与"十四五"规划纲要在新型城镇化的框架中部署房地产工作不同, 《建议》对房地产的安排 主要集中在民生保障部分内容 ,核心任务是推动房地产高质量发展。 为落地这一方向,《建议》部署了五方面具体任务:加快构建房地产发展新模式,完善商品房 开发、融资、销售等基础制度。优化保障性住房供给,满足城镇工薪群体和各类困难家庭基本 住房需求。因城施策增加改善性住房供给。建设安全舒适绿色智慧的"好房子",实施房屋品质 提升工程和物业服务质量提升行动。建立房屋全生命周期安全管理制度。 清华大学土木水利学院院长吴璟向21世纪经济报道记者表示, 《建议》单独用一段话来论述 推动房地产高质量发展,而且将其放在保障和改善民生部分,这释放出重要信号 :"十五 五"时期房地产高质量发展,将回归住房相关产业的初心与使命,即服务居民家庭对更高品质 居住生活的需求。这是"十五五"时期房地产业发展的首要目标,也是理解和把握房地产高质量 发展的首要出发点。 吴璟认为,《建议》对房地产的部署,总体延续了近期有关部门已在开展的工作思路," ...
民生底色更浓,未来五年房地产逻辑将发生重大转向
Core Viewpoint - The recently published "Suggestions on Formulating the 15th Five-Year Plan for National Economic and Social Development" emphasizes the high-quality development of the real estate sector, focusing on improving people's livelihoods rather than urbanization frameworks as in the previous plan [1][2]. Group 1: Key Tasks for Real Estate Development - The "Suggestions" outline five specific tasks for promoting high-quality real estate development: constructing a new development model, optimizing the supply of affordable housing, increasing the supply of improved housing, building safe and comfortable "good houses," and establishing a safety management system for the entire lifecycle of housing [1][2][3]. - The emphasis on "good houses" indicates a shift towards quality in housing supply, reflecting the need to meet the demands of residents for better living conditions [7][8]. Group 2: Policy Continuity and Focus - The approach in the "Suggestions" continues the recent work of relevant departments, ensuring policy coherence and stability in the real estate sector during the 15th Five-Year Plan period [2]. - The term "housing" appears 13 times in the document, highlighting the focus on housing's role in living conditions and its significance as a social issue [2][4]. Group 3: New Development Model - The first priority in the "Suggestions" is to accelerate the construction of a new real estate development model, which includes reforms in pre-sale systems and enhancing housing quality through comprehensive quality control standards [3][4]. - The financing aspect emphasizes optimizing the financing structure and establishing risk warning mechanisms to mitigate systemic risks in the industry [3][4]. Group 4: Housing Supply Optimization - The shift from "effectively increasing the supply of affordable housing" to "optimizing the supply" reflects a strategic transition towards quality and structural improvements in housing policy [5][6]. - The focus on "increasing the supply of improved housing" tailored to city-specific needs indicates a more precise approach to housing supply during the 15th Five-Year Plan [6][8]. Group 5: Quality and Lifecycle Management - The "Suggestions" stress the importance of enhancing the quality of existing housing and services, marking a significant increase in attention to improving the quality of the housing stock [8][9]. - Establishing a safety management system for the entire lifecycle of housing is seen as a crucial institutional support for ongoing quality improvements in the real estate sector [9].