图文无关 这几年，房地产的变化，想必大家也是有目共睹的。过去驱动房地产市场发展的因素都在发生了巨大的 变化，这样意味着房地产市场将迎来大变天。 据公开数据查询到，国内的城镇化率在近10多年是呈现快速发展的态势，即由2014年的55.75%增长至 2024年的67%，年均增长约1.1个百分点。以国内目前的人口基数，则意味着每年有大量的农村人口转 化为城镇人口，这就为房地产市场提供了源源不断的需求来源。 不过城镇化率达到一定水平后，城镇化进程就会减缓，这是发展规律。而目前国内的城镇化率已经接近 70%了，基本上过了快速发展的阶段，慢慢将进入存量提质的阶段，这也是这次中央城市工作会议的定 调。 而实际上，最近几年的城镇化进程已经在逐渐放缓了。通过对近十年的城镇化率数据的分析，会发现最 近几年的每年城镇化率增长是低于1%，像2024年末的城镇化率仅比2023年末提升了0.84个百分点，明 显低于2014年到2024年的平均值，基本上呈现是前高后低的态势。 而与此同时，从2022年起，国内总人口也开启了负增长。目前已经连续负增长了3年，2022年-2024年， 总人口分别减少了85万人、208万人和139万人。一般来说 ...

在国内房地产高速发展时期，也正是城镇化进程快速推进的阶段，巨大的人口红利通过城镇化进程为城市新增了大量的住房需求，进而推动房地产市场的快 速发展。与此同时，由于短时间内爆发式增长的住房需求，使得住房供应远不及需求的增长，导致阶段性的住房市场出现严重的供不应求，这也是那段时间 房价快速上涨的重要原因。 前段时间，超有分量的城市工作会议指出： 我国城镇化正从快速增长期转向稳定发展期，城市发展正从大规模增量扩张阶段转向存量提质增效为主的阶段。 这句话指出了城市发展阶段的变化，其实也意味着房地产的发展形势变了。从过去的发展历程来看，房地产的发展都是与城市发展紧密相关的。 随着最近十多年的高速发展，国内内常住人口城镇化率已经由2014年的55.75%快速增长至2024年的67%，年均增长约1.1个百分点。从国际经验和城市发展 规律来看，城镇化率30%至70%一般被认为是城镇化快速发展区间。而2024年国内城镇化率已经到达了67%，随着城镇化率越来越接近快速城镇化区间的上 限时，城镇化进程就会逐渐放缓，近几年的年增长低于1%就是呈现了明显放缓的迹象。 城镇化进程的放缓，在结合总人口的负增长，这意味着每年转入城市的人口会减 ...

Core Viewpoint - Aux Electric Co., Ltd. has officially launched its IPO, aiming to raise funds for product development and market expansion, positioning itself as a leading player in the air conditioning industry [1][3] Group 1: IPO Details - The company plans to issue approximately 207 million shares, with 5% allocated for Hong Kong and 95% for international offerings, at a maximum price of HKD 17.42 per share [1] - The IPO is expected to be listed on the Hong Kong Stock Exchange on September 2, 2025, following other major players in the air conditioning sector [1] - Key cornerstone investors include China Post Insurance, Huabao Hong Kong, and others, with total subscriptions amounting to approximately USD 1.243 billion (HKD 9.742 billion), representing 27% of the offered shares [1] Group 2: Company Performance - Aux Electric is one of the top five air conditioning providers globally, with a market share of 7.1% and the leading brand in China's mass-market home air conditioning sector, holding a 25.7% market share [1][2] - The company's revenue is projected to grow from RMB 19.528 billion in 2022 to RMB 29.759 billion in 2024, reflecting a compound annual growth rate (CAGR) of 23.4% [2] - Net profit attributable to shareholders is expected to increase from RMB 1.442 billion in 2022 to RMB 2.910 billion in 2024, with a CAGR of 42.1% [2] - As of Q1 2025, the company reported revenues and net profits of approximately RMB 9.352 billion and RMB 0.925 billion, respectively [2] - The overseas market has significantly contributed to the company's performance, with overseas revenue accounting for 57.1% of total revenue in the first quarter of 2025 [2] Group 3: Strategic Focus - The product matrix focuses on home and central air conditioning, emphasizing energy efficiency, comfort, health, and intelligence [2] - The funds raised from the IPO will be used for new product development, upgrading existing products, establishing overseas R&D centers, and enhancing the smart manufacturing system and supply chain management [3] - The company aims to leverage capital market opportunities to enhance brand influence, expand market share, and improve its industry chain layout [3]

齐鲁晚报.齐鲁壹点记者张晓鹏通讯员左晟吴昊 2025年，首批有效期为20年的第二代居民身份证(以下简称"二代证")陆续期满，迎来换证高峰。据统计 测算，今年青岛预计换证数量约180万张，上半年已制证59.4万张，业务量高值主要集中在下半年。 "二代证"期满换证迎高峰 青岛上半年已制证59.4万张 "前几天我收到短信，提醒更换身份证，今天正好有时间过来办，照相、按指纹，所有流程很顺 利。""您好，我来取新换的身份证。""我咨询一下到期换证需要携带什么材料？"……8月5日上午9点， 青岛市公安局市北分局浮山新区派出所户籍大厅里，陆续有群众前来咨询和办理身份证到期换证业务， 户籍民警熟练地办理业务、解答各类咨询。 2004年1月1日首次正式实施的《中华人民共和国居民身份证法》规定，二代证按年龄区域划分，有四种 不同的使用期限：未满16周岁，有效期5年；16至25周岁，有效期10年；26至45周岁，有效期20年；46 周岁以上，长期有效。《身份证法》颁发后，国家于2004年年末至2008年集中换发了二代证。今年随着 首批有效期为20年的二代证陆续期满，叠加其他年龄段人员的证件有效期满换证需求，各地公安户籍部 门迎来换 ...

Core Viewpoint - The recent Central Urban Work Conference marks a significant moment in China's urban development strategy, reflecting a shift from rapid growth to stable development and emphasizing the need for quality improvement in existing urban areas [1][4]. Historical Context - The frequency of urban work conferences has been low, but each has had a profound impact on urban construction, economic development, and social welfare [2]. - The first urban work conference in New China was held in 1949, marking a strategic shift in focus from rural to urban issues [2]. - The most recent conference is the second of its kind in the new era, occurring ten years after the last one, indicating a synchronized planning approach for urban and national development [1][2]. Urban Development Trends - Since the reform and opening up, China has experienced the largest and fastest urbanization process in world history, with the urbanization rate rising from nearly 18% in 1978 to nearly 55% in 2014, and projected to reach 67% by the end of 2024 [3]. - The number of cities in China increased from 193 in 1978 to 653 in 2014, and reached 694 by the end of 2023 [4]. Strategic Shifts in Urban Development - The recent conference identified a transition in urbanization from rapid growth to stable development, focusing on quality improvement rather than quantity expansion [4]. - The conference proposed a strategic orientation towards "in-depth urban development," emphasizing the construction of innovative, livable, beautiful, resilient, civilized, and smart modern cities [4]. Key Relationships in Urban Work - The relationship between cities and people is crucial, with a focus on a people-centered development approach [5]. - The relationship between urban and rural areas is emphasized, highlighting the need for integrated development and the importance of rural revitalization alongside urban growth [5]. - The relationship between cities and regions is also critical, advocating for coordinated regional development and a holistic approach to urban planning [6].