行 业 研 新城市工作会议推动地产回归健康 发展轨道和行业供需新平衡 2025 年 7 月 16 日 看好/维持 建材 行业报告 2025 年 7 月 14-15 日中央城市工作会议在北京召开，对进一步做好城市工作 做了具体部署。 点评： 城市工作会议是高维度经济工作的具体指引，打响中国特色城市现代化的发令 枪。中央城市工作会议是从中央层面对做好全国城市工作的具体部署，是从中 国经济发展更高维度的具体工作指引，也是在全国范围内发展中国特色城市现 代化的发令枪。上一次的中央城市工作会议是在 2015 年 12 月。后续在 2016 年和 2017 年全国城市的棚户区改造等相关具体工作逐步发力落地，并不断地 得到大规模的推进。这次的城市工作会议虽然和十年前的城市发展进程不同， 前者 2015 年城镇化率为 57.33%，而 2024 年城镇化为 67%，提高了 9.67 个 百分点，但较发达国家平稳的城镇化水平仍有差距，中国城市的现代化还有很 大的发展空间。并且这次会议提出"要建设创新、宜居、美丽、韧性、文明、 智慧的现代化人民城市为目标，以推动城市高质量发展为主题，以坚持城市内 涵式发展为主线，以推进城市更新为 ...

中央城市工作会议在北京举行。会议提出，着力优化现代化城市体系。着眼于提高城市对人口和经济社 会发展的综合承载能力，发展组团式、网络化的现代化城市群和都市圈，分类推进以县城为重要载体的 城镇化建设，继续推进农业转移人口市民化，促进大中小城市和小城镇协调发展，促进城乡融合发展。 (新华社) ...

对等关税 2.0 来袭，沪指站上 3500 点，A 股后续如何演 绎？20250613 摘要 美国可能实施超预期的关税政策，对市场情绪构成潜在冲击，尤其是在 谈判后期极限施压的情况下，需警惕美股在高位状态下波动放大的风险。 美债收益率重回 4.4%以上，值得关注其性价比，短期或震荡；美元受 关税冲击和经济数据走弱影响，下半年预计维持偏弱态势；黄金在调整 后有望重回震荡上行走势，可关注相关投资机会。 A 股首次站上 3,500 点，市场情绪谨慎乐观，处于震荡整固状态，建议 关注科技成长、内卷出清及中报预增机会，但需警惕海外关税扰动和政 策不及预期风险。 6 月 CPI 虽转正但仍处低位，PPI 连续 33 个月负增长，倒逼反内卷政策， 但本轮去产能难度较高，且需求侧刺激有限，棚改重启预期存在误读风 险。 发改委提出的"两重两新"资金计划通过超长期特别国债支持新型城镇 化建设，与之前的专项债相比，资金年限和规模体量均有提升，但与棚 改货币化政策存在差异。 Q&A 海外关税 2.0 对市场的影响是什么？ 海外关税 2.0 的扰动再度来袭，需要警惕美股波动放大的风险。特朗普政府已 经对 20 多个国家发出了关税信函， ...

Core Viewpoint - The article emphasizes the importance of promoting coordinated urban-rural development and advancing new urbanization, while also supporting the revitalization of rural areas and enhancing regional strategic implementation [1] Group 1: Urbanization and Development - The National Development and Reform Commission advocates for deepening new urbanization construction and accelerating the urbanization of agricultural transfer populations [1] - It highlights the need for coordinated development among large, medium, and small cities [1] - The article stresses the effective promotion of comprehensive rural revitalization through the development of rural characteristic industries [1] Group 2: Regional Economic Development - There is a focus on enhancing the innovation capabilities and radiating effects of economically advantageous regions such as Beijing-Tianjin-Hebei, the Yangtze River Delta, and the Guangdong-Hong Kong-Macau Greater Bay Area [1] - The article calls for the deep promotion of the Yangtze River Economic Belt construction and ecological protection and high-quality development in the Yellow River Basin [1] - It supports major economic provinces in taking the lead in promoting technological and industrial innovation integration [1]

Group 1 - The core viewpoint is that Anhui Province is advancing urbanization with a focus on county-level cities, enhancing the matching of public resource allocation and resident population scale, resulting in a population density of 1863 people per square kilometer in county cities [1] Group 2 - The transportation network in Anhui Province has been improved, with approximately 72% of counties connected to their respective cities via primary highways, and 100% coverage of secondary and above highways in county cities. Additionally, 48 counties have railway access, and 36 counties are connected to high-speed rail, with 12 general airports completed or under construction [2] Group 3 - Urban renewal efforts are being accelerated in Anhui Province, with a sewage treatment rate in county cities reaching 97.05% and a gas supply rate of 96.92%. The province has also completed the governance of 173 black and odorous water bodies in built-up areas, achieving dynamic clearance [3] Group 4 - Public services are being optimized to enhance the well-being of residents, with 59 county middle schools establishing support relationships with 28 universities in Anhui. The province has built 122 county-level medical and health sub-centers, with 68 county-level hospitals registered as tertiary hospitals. The coverage of county-level medical communities has reached nearly 80% for inpatient services, and the establishment rate of elderly care institutions has reached 100% [4]

Group 1 - The core viewpoint of the article highlights the successful selection of two planning cases from Hangzhou, which serve as innovative examples for rural land spatial planning and urban-rural integration [1][3] - The planning for Tangqi Town emphasizes a balanced approach between protection and development, focusing on optimizing existing land use and promoting ecological tourism [1][2] - The planning for Pu Yang unit aims to create a vibrant and culturally integrated town, breaking administrative boundaries and establishing a "Agriculture+" model to support rural revitalization [3] Group 2 - The integration of urban and rural areas is exemplified by the creation of a "15-minute public life circle," enhancing access to education, healthcare, and cultural services for residents [2] - The planning initiatives in both Tangqi and Pu Yang demonstrate Hangzhou's innovative capacity in land spatial planning, proving that scientific planning can optimize resource allocation and drive common prosperity [3] - Future efforts will focus on enhancing the overall framework of land spatial planning, ensuring effective implementation and evaluation to support rural revitalization and new urbanization across the province and nationwide [3]

Core Insights - The meeting held in Weishanzhuang Town focused on the high-quality industrial development plan for 2025, highlighting the town's advantages in industrial planning, cultural creativity, and technological innovation [1] Group 1: Land and Development - Weishanzhuang Town has 118 hectares of land suitable for listing, with a planned building area of 2.33 million square meters, including 63 hectares of state-owned land and 55 hectares of collective operational construction land [2] - The total area of Weishanzhuang Town is approximately 81 square kilometers, strategically located outside the South Sixth Ring Road, serving as a key node on the southern central axis and within the economic zones of Daxing New City, Yizhuang New City, and the Daxing International Airport [2] - The town's central area has a planned total land area of 530.4 hectares, with residential use accounting for about 25% and industrial use for about 23%, and a total planned building scale of approximately 5.2 million square meters [3] Group 2: Strategic Development Plans - The town aims to establish a spatial layout of "one axis, one center, one ring, and multiple zones," leveraging new urbanization to accelerate the primary development of state-owned land and capitalize on the reform of collective operational construction land [3] - Weishanzhuang Town has reserved 3.33 million square meters of space for future development, indicating potential for attracting talent and business opportunities, thereby injecting strong momentum into its growth [3] - The meeting included over ten enterprises, resulting in project cooperation agreements with Zhongdi Zhigu (Beijing) Technology Industry Development Co., Ltd. and Huahan International Cultural Development Company [3]