论坛现场 李莎摄 "中国城市发展正经历从规模扩张向内涵提升的根本性转变期。"住房城乡建设部原总经济师、中国城市规划学会理事长杨保军 在会上表示，随着城镇化率进入稳定阶段，过去依赖土地财政、新城建设的模式已难以为继。 杨保军指出，城市更新已成为推动城市高质量发展、实现中国式现代化的重要战略抓手，这一转变不仅是发展方式的调整，更 是一场涉及理念、制度与技术的系统性变革。成功的更新不是简单的物质改造，而是通过精准回应人的需求，以空间重构激发 新的经济活动与社会交往，最终实现区域整体价值的再生。 同时，杨保军也强调，城市更新全面推广仍面临深层次挑战，首当其冲是体制机制障碍。过去以新增建设为导向的政策法规、 技术标准、审批流程与投融资模式，已难以适应存量更新的复杂需求。 对此，杨保军指出接下来的五大关键方向。一是深化实施机制改革，地方政府需建立强有力的统筹协调机构，破除部门壁垒， 形成合力；二是创新政策"工具包"，重点改革土地、规划、产权、财税等政策；三是重构投融资模式，金融机构必须创新金融 产品，提供长期、低息的资金支持，政府应从"包办天下"转向"引导撬动"，构建"政府引导、市场运作、公众参与"的可持续模 式；四是探 ...

Core Viewpoint - The key focus for effectively releasing and expanding investment during the 14th Five-Year Plan period includes developing a new model for urban and rural construction and real estate, as well as significantly boosting private and foreign investment [1] Group 1: Investment Strategy - The first key point is to accelerate the formation of a new model for urban and rural construction and real estate development that aligns with the new stage of development [1] - The second key point emphasizes the importance of significantly boosting private and foreign investment [1] Group 2: Investment Demand - There remains a substantial demand for investment and consumption aimed at improving urban environments and housing quality, particularly as development stages evolve [1] - In urban areas, this includes urban renewal and environmental optimization, as well as residents' demand for higher quality housing and the upgrading of old buildings and neighborhoods [1]

Core Viewpoint - The current market faces insufficient demand, characterized by strong supply and weak demand, leading to price weakness. Effective release of consumer demand potential requires both short-term and long-term strategies to address structural issues [1][6]. Group 1: Demand and Consumption - Structural reasons for insufficient demand include a long-term low consumption rate, estimated to be 10% to 20% below potential. This presents both a challenge and an opportunity for expanding domestic demand [2][7]. - The transition in consumer behavior from goods-oriented consumption to a balance of goods and services requires adjustments in economic structure and development methods, necessitating both government and market involvement [1][6]. Group 2: Policy Recommendations - To stimulate consumption, policies should focus on counter-cyclical measures that optimize the support structure for goods consumption while enhancing support for service consumption. This includes increasing subsidies for education, healthcare, and other essential services to boost consumer willingness and capacity [3][8]. - Implementing a plan to increase residents' income and improving social security for low-income groups are crucial for enhancing consumer confidence and security [3][8]. Group 3: Investment Opportunities - There remains significant potential for investment, which should be supported by systemic and policy innovations. While consumer demand is essential for economic growth, investment should not be neglected [4][9]. - Key areas for investment during the "14th Five-Year Plan" include developing new urban and real estate models and boosting private and foreign investment through improved business environments and regulatory reforms [4][9].