易居研究院智库中心研究总监严跃进分析称，这体现了地方对中央政策导向的积极响应，以及保障房供 给思路的优化升级。政策还为房企提供了重要的现金回笼渠道，尤其对持有符合条件存量房源的企业而 言，能有效缓解资金链压力，加速库存去化。不过，政策落地仍面临多重挑战，财政可持续性是核心考 验，保障性租赁住房租金低于市场价，如何实现运营收入覆盖成本，对地方国企的融资和运营能力提出 高要求。 采写：南都·湾财社记者 孙阳 广东省在政府工作报告中则提出，将加强保障性住房建设和筹集，鼓励收购存量商品房重点用于保障性 住房等，健全住房租赁市场制度。此外，湖南省在日前召开的住房城乡建设工作会议上宣布，2026年计 划全年收购存量商品房200万平方米以上，用于保障性住房、安置房、宿舍、人才房等。 2月9日，重庆出台房地产新政，鼓励国企收购存量商品房用作保障性住房、人才房、青年公寓、职工宿 舍等，有效盘活存量。区县政府（管委会）加大支持力度，按照批量收购存量商品房总金额的1%给予 收购主体补贴。2月2日，上海市浦东新区、静安区、徐汇区同步启动收购二手住房用于保障性租赁住房 项目，明确了精准的收购标准。 随着2026年各地两会相继落幕，地方 ...

在多地进一步明确政策方向的同时，已有多个城市率先突破，正式官宣"下场收房"，推出具备可操作性 的收购方案、明确收购标准与资金来源，形成了一批可复制、可推广的实践案例，推动存量房收购走向 实际落地。 随着2026年各地两会相继落幕，地方政府对房地产市场的调控方向逐渐清晰。南都湾财社记者注意 到，"收购存量商品房用于保障性住房、安置房等"成为多地2026年政府工作报告中的高频部署，彰显了 各地稳市场、去库存、强保障的坚定决心。 与此同时，上海、济南、海口等多个城市在年内已率先官宣"下场收房"，推出具体实操举措，推动存量 房资源盘活，助力房地产市场平稳健康发展。 多地部署存量房收购工作 近期，包括河南、广东、重庆在内的多个省份及城市，在2026年政府工作报告或相关会议中明确提及收 购存量商品房相关工作。 2月10日，鞍山市在发布的2026年政府工作报告中明确披露，2025年该市开展商品房去库存攻坚行动， 成功收购存量房1847套，实施房票安置573套，推动商品房去化周期降至合理区间；2026年，该市计划 持续发力，收购存量商品房510套，同步改造危旧房2106套，进一步巩固去库存成果、完善住房保障体 系。 省级层面 ...

前不久，我听到了一个观点，来自原国家房改课题组组长孟晓苏先生。他的话颇令人深思：与其期盼房价一泻千里，不如清醒认识到，一旦房地产市场真的 出现系统性问题，到2026年最先承受重创的，或许并非那些热衷投机的炒房客，而是我们身边那些收入原本就不高的普通工薪阶层。 这个论断，乍听之下似乎违背常理。房价大跌，不是意味着更多人能轻松圆上"有房梦"，难道不是一件普天同庆的大好事吗？ 如果房价应声下跌了三成，这对小王意味着什么？这意味着他所居住的这套房产的市场价值，很可能已经低于他尚欠银行的贷款总额。 他每日醒来，面对的现实是，他所居住的资产正在财务上变成负值，但他每月必须准时偿还的房贷，却一分一毫也不能少。 房价的剧烈下跌，往往与宏观经济的整体放缓相伴而生。小王所在的企业业务收缩，他本人正面临着减薪，甚至失业的切肤之痛。 此时，他左手是雷打不动的房贷压力，右手是日渐缩水甚至可能中断的收入来源。他会如何应对？答案显而易见：他将被迫削减一切非必要的家庭开支。孩 子的课外辅导、家庭成员的商业保险、年度的家庭旅行计划，都将被无情地按下暂停键。他不敢消费，更无力投资，所有的精力都将集中在如何守住最基本 的生活底线。 试想一下那个画 ...

Group 1 - Beijing's housing security center has made significant progress in constructing public rental housing, with approximately 166,000 units planned by the end of 2025, of which 145,000 units are already operational, accounting for over 60% of the city's total public rental housing [1] - The Beijing Municipal Development and Reform Commission announced six major actions to promote economic growth in the first quarter, focusing on supply optimization, consumption promotion, investment expansion, service enhancement, confidence stabilization, and public welfare [1][3] - The total investment for 300 key municipal projects in Beijing is over 1.4 trillion yuan, with a planned investment of approximately 312.8 billion yuan in 2026, supporting over 30% of the city's investment [3] Group 2 - A new direct high-speed train service between Beijing West Station and Xiong'an New Area will start on January 26, significantly enhancing commuting options and supporting the integration of the Beijing-Xiong'an region [2] - The construction of the military museum branch in Tongzhou has commenced, with plans for completion by 2027, creating a new cultural landmark [2] - The Beijing Rocket Street project, a benchmark in the commercial aerospace sector, has been completed ahead of schedule and will serve as a national base for aerospace research and production [5] Group 3 - The Beijing State-owned Assets Supervision and Administration Commission reported that there are currently 74 listed companies under Beijing's state-owned enterprises, with a total market value of approximately 1.7 trillion yuan [7] - The Chaoyang District plans to add 4,440 new school places in 2026, with several new educational institutions set to open [7] - Two new social first aid training bases have been established in Beijing, contributing to the city's emergency medical response capabilities [10]

Group 1 - The project in Henan Village, Renhe Town, Shunyi District has completed the main structure and will provide 989 affordable housing units to enhance the local housing system and meet residents' needs [1][2] - The total construction area of the project is 75,500 square meters, consisting of 8 residential buildings with various housing types, including 747 apartment units, 60 residential units, and 182 dormitory units [1] - The housing units are designed to cater to different demographics, with sizes ranging from over 20 square meters to 60 square meters, accommodating both single professionals and families [1] Group 2 - The project is expected to be completed and ready for inspection by the end of 2026, ensuring high-quality affordable rental housing [2] - The construction of affordable rental housing is a crucial measure for improving living standards and optimizing housing supply, particularly benefiting new residents and young people in the area [2] - The project will also include commercial facilities, such as convenience stores, to enhance the living quality for tenants by providing essential services within the community [1][2]

Core Viewpoint - The project in Henan Village, Renhe Town, Shunyi District, marks Beijing's first collective land construction rental housing project, aimed at providing affordable housing options to the community [1][2] Group 1: Project Overview - The project is a collaboration between Yanshun Investment Company, a subsidiary of the Beijing Housing Security Center, and the Henan Village Economic Cooperative [1] - It will provide a total of 989 affordable housing units, including 747 apartment units, 60 residential units, and 182 dormitory units, catering to various demographic needs [1] - The total construction area is 75,500 square meters, with 54,100 square meters above ground and 21,400 square meters underground [1] Group 2: Housing Features - The project offers a range of unit sizes from over 20 square meters to 60 square meters, accommodating both single residents and families [1] - Units will be delivered with high-quality finishes, allowing tenants to move in with minimal preparation, thereby reducing living costs [1] Group 3: Community Impact - The project aims to alleviate housing difficulties for new citizens and young people in the Shunyi New Town area, contributing to the goal of ensuring suitable living conditions for all [2] - Additional commercial facilities, such as convenience stores, will be developed alongside the housing project to enhance the living experience for residents [1]

每经AI快讯，河南省人民政府办公厅日前印发《推动2026年第一季度经济发展实现良好开局若干政策 措施》。其中提及，积极支持住房消费。支持各地因地制宜发放购房补贴、契税补贴，组织住房促销活 动200场(次)以上，支持各地加快发行地方政府专项债券收购存量商品房用作保障性住房，加快推进郑 州、洛阳市127个专项借款城中村改造项目建设。 ...

此外，2025年，北京市建设筹集保租房约6.7万套（间），完成全年5万套（间）任务的135%，竣工各 类保障房近10万套（间），完成全年8万套（间）任务的125%。 北京商报讯（记者 李晗）12月31日，北京市住建委官网发布的信息显示，北京市2025年第三批保障性 住房建设筹集计划正式印发。本批次计划包括新建项目9个、房源3241套，筹集项目1个、房源123套， 竣工项目2个、房源1857套，以及对应4个计划年内开工项目的7条市政道路及水电气热配套工程。 ...

项目自2022年9月开工以来，施工全过程采用"铝模+爬架+装配式"一体化技术，精细把控施工精度、精准配 置人机料资源，通过全过程系统化管控与专业化协同机制，确保建设任务高效有序推进。作为经开区持续推 进保障性住房建设的重要实践，上述项目的建成，将进一步助推经开区引进人才、留住人才，促进产业与人 才的良性互动。 据悉，创新花园（公租房）二期项目位于尚苑路与草滩九路十字东北侧，总投资约7亿元，总建筑面积约9万 平方米，主要建设内容包括5栋住宅主楼、1所幼儿园及2栋配套商业设施。项目提供公租房837套。 航拍的创新花园（公租房）二期项目。 （记者 雷伟东 摄） 本报讯（记者 康乔娜）12月24日，由西安经开区下属专业平台产发集团投资、综保公司代建的创新花园 （公租房）二期项目顺利通过竣工验收。该项目的建成，有助于提升区域住房保障水平，为经开区产业升级 及人才安居提供重要支撑。 ...

Group 1: Housing and Urban Development - The National Housing and Urban-Rural Development Conference emphasized the need to acquire existing commercial housing for use as affordable housing, resettlement housing, dormitories, and talent housing, promoting the optimization and precise implementation of affordable housing supply [1] - The Minister of Housing and Urban-Rural Development, Ni Hong, stated that policies should be tailored to local conditions to control new supply, reduce inventory, and improve supply quality [1] Group 2: Renewable Energy - The National Development and Reform Commission and the National Energy Administration issued guidelines aiming for a total installed capacity of solar thermal power to reach approximately 15 million kilowatts by 2030, with the cost of electricity per kilowatt-hour being comparable to coal power [2] Group 3: Financial Markets - A total of 1,469 new funds were established this year, marking the highest issuance since 2022, with a total issuance of 11,358.88 billion units, and a significant focus on stock funds, particularly passive index products [3] - The Shanghai Gold Exchange announced measures to strengthen market risk control due to significant fluctuations in precious metal prices, urging members to enhance risk awareness and maintain market stability [3] Group 4: International Commodity Prices - International gold futures prices surpassed $4,500 per ounce, while silver futures prices exceeded $69 per ounce [4]