政策精准松绑，激活改善需求 2025年，上海楼市政策迎来"精准放松"的关键转折。8月25日，"沪六条"新政落地，核心变化在于外环外全面放开限购：沪籍家庭和单身人士在外环外不限 购，非沪籍只需1年社保即可购房。 更令人惊喜的是，公积金贷款额度大幅提升至最高216万元，且商业贷款利率不再区分首套与二套——这意味着改善型购房者压力显著减轻。 政策还巧妙嵌入绿色激励：购买符合标准的绿色建筑新房，贷款额度可上浮15%。这不仅是金融支持，更是对"好房子"标准的引导。 你有没有发现？这些政策并非"大水漫灌"，而是精准滴灌到改善型需求和外环外去库存两大痛点。难怪9月二手房成交环比上涨3%，同比激增27%。 ◇ ◇ ◇ 市场"冰火两重天"：核心区领涨，远郊承压 2024年上海土地出让面积同比骤降57.5%，2025年延续这一趋势——供应减少50%以上。但有趣的是，土地市场反而更活跃了。 1至11月，上海商品住宅用地成交建面327.1万㎡，同比上涨3.48%；土地出让金1520亿元，同比增幅9.7%。徐汇区S030501单元地块溢价率高达40%。 这种"缩量提价"模式带来两个结果：一是核心区新房建面价格突破20万元/㎡；二是开发 ...

"自2025年11月3日改建协议签订工作正式启动到12月3日，仅用30天便实现改建协议签订率100%、签约 居民腾房率100%。"中关村街道武装部部长、现场指挥部副指挥于岚介绍，为做好不同阶段具体的居民 工作，街道抽调机关及社区干部75名，会同产权单位、实施主体工作人员入驻现场，开展规划方案公 示、实施方案公示、居民签约、房屋腾退等阶段政策解答、居民意见征询、房屋清退等方面工作，确保 B组团各阶段工作有序开展。 根据规划，B组团拆除后将新建3栋住宅楼、1座开闭站及地下车库，总建筑面积约3.04万平方米，地上 建筑面积约1.69万平方米，其中住宅约1.58万平方米，将在保留户数不变的基础上，实现居住条件与环 境品质的双重提升。 值得一提的是，中关村东区改造项目将全部按照"好房子"标准建设。2025年5月份，住房和城乡建设部 发布的国家标准《住宅项目规范》文件正式实施，"好房子"有了可以落地的执行标准。 A组团新楼 建设基本完成土护降施工，即将冲出正负零。本报记者 孙颖摄 北京市首例片区化的央产小区原拆原建城市更新项目——中关村东区改造项目传来好消息：B组团247 户实现100%签约腾房，正在进行拆除工作，确保年 ...

北京市首例片区化的央产小区原拆原建城市更新项目——中关村东区改造项目传来好消息：B组团247 户实现100%签约腾房，正在进行拆除工作，确保年内开工建设新楼房，该项目也将成为本市首个按 照"好房子"标准原拆原建的危改项目。（北京日报 ） ...

Core Insights - The luxury real estate market in Shanghai has seen significant sales, with over 100 billion yuan in transactions for new residential properties priced above 30 million yuan this year, indicating a strong demand for high-end properties [2][3] - Shanghai's luxury market is characterized by a structural differentiation compared to other first-tier cities, with a notable concentration of sales in high-value segments [3][6] - The buyer demographic for luxury properties is becoming more diverse and younger, with a growing interest in lifestyle and experiential aspects of living [9][12] Sales Performance - Shanghai's luxury residential market has recorded approximately 1,300 transactions for properties priced over 40 million yuan, totaling over 80 billion yuan, and around 1,900 transactions for properties over 30 million yuan, exceeding 100 billion yuan [3][6] - The top-selling projects in Shanghai include Shanghai One, Jinling Huating, and Feiyun Yufu, with average prices reaching up to 8,177 million yuan for the highest-priced properties [5][6] Market Trends - The luxury market is experiencing a shift from traditional metrics of opulence to a focus on quality of life, community services, and overall living experience [11][12] - There is a notable trend of buyers from outside Shanghai, with non-local buyers making up a significant portion of luxury property purchases, driven by both investment and residential needs [10][11] Buyer Behavior - The purchasing behavior of luxury property buyers reflects a blend of immediate consumption needs and long-term asset allocation strategies, with many buyers viewing high-end properties as a hedge against economic uncertainty [10][11] - The demand for luxury properties is increasingly influenced by factors such as location, community amenities, and overall living experience rather than just the physical attributes of the properties [11][12]

在当前房地产市场调整与转型的背景下，不同能级城市、不同产品段呈现分化态势，已成为行业普遍现 象。以上海为代表的一线城市核心资产受到高度关注，其背后是改善型需求在品质和资产属性上多维度 的释放。 12月19日，"全国地王"安澜上海项目认筹首日，售楼处严防分销人员，现场安保严密。该项目首批过会 均价17.88万元/平方米，低于市场预期，最贵一套达1.46亿元。这只是今年上海高端住宅市场的一个缩 影。 前不久，上海保利世博天悦卖出了一套总价1.2亿元的顶层复式住宅（以下简称"顶复"）。至此，整个 项目6套售价逾7000万元的"顶复"全部售罄。 《每日经济新闻》记者统计发现，今年以来，上海总价3000万元以上的新建高端住宅，成交金额已突破 1000亿元。相比之下，北京、广州、深圳三地同级别高端住宅的成交总额，与上海大致相当。 克而瑞数据显示，2025年上半年，全国30个重点城市3000万元以上新房成交总量中，59.4%由上海一城 贡献。 上海高端住宅卖超千亿元 今年以来，国内一线城市高端住宅市场呈现出显著的结构性分化。 中指研究院统计显示，今年以来，截至2025年12月15日，上海总价4000万元以上的高端住宅成交约 ...

撰文｜包晶晶 编辑｜陈梦妤 封面｜每经资料图 前不久，上海保利世博天悦卖出了一套总价1.2亿元的顶复。至此，整个项目6套"7000万+"顶复全部售罄。 《每日经济新闻》记者统计发现，今年上海总价3000万元以上的新建住宅，成交金额已突破1000亿元。相比之下，北京、广州、深圳三地同级别豪宅的成 交总额与之大致相当。 克而瑞数据显示，2025年上半年全国30个重点城市3000万元以上新房成交总量中，59.4%由上海一城贡献。 在当前房地产市场调整与转型的背景下，不同能级城市、不同产品段呈现分化态势，已成为行业普遍现象。以上海为代表的一线城市核心资产受到高度关 注，其背后是改善型需求在品质和资产属性上多维度的释放。 1 上海豪宅卖了超千亿元 今年以来，一线城市豪宅市场呈现出显著的结构性分化。据中指研究院统计，截至12月15日，上海总价4000万元以上的住宅成交约1300套，金额突破800 亿元；若以3000万元为统计口径，成交套数约1900套，总金额超过1000亿元。 注：由于各城市市场结构和统计习惯不同，高端住宅统计门槛存在差异，因此数据对比主要反映趋势与量级。 这一规模意味着，上海的豪宅销售量价一骑绝尘，市场 ...

李昌安：国家推出的以旧换新政策非常契合消费升级需求，核心是让消费者用上更好的产品，这和富轩的发展理念高度契合。从去年第四季度开始，我们就 积极响应政策，今年上半年市场反馈特别好，下半年我们还主动推出企业层面的补贴，和政府形成政企联动，进一步放大政策效应。这种联动不仅让更多消 费者愿意更换优质门窗，也让富轩的市场业绩实现了明显增长，越来越多家庭用上了富轩的产品，这是我们最欣慰的事情。 在产品创新上，我们始终围绕"智能、绿色、适老化、安全、高性能"这几个关键词发力，尤其在适老化改造方面，已经推出了几款极具竞争力的产品。比如 我们的电动口袋门，采用智能开启设计，考虑到老人和小孩的使用安全，专门搭载了汽车级雷达智能系统 —— 如果关门时遇到碰撞，门会100%秒停，完全 不会出现传统红外线系统的迟钝问题，从根源上避免了夹伤风险。而且这款门，开启后可以完全隐藏，既不占用空间，又能保证通风和通行便捷；关闭时采 用电动控制，操作简单，对老年人非常友好。相比普通智能家居系统，汽车雷达技术的信号更稳定、反应更快速，这也是我们把跨行业技术应用到门窗领域 的一次成功尝试，真正实现了 "好产品服务好房子"。 2025年12月10日-1 ...

Core Insights - The article emphasizes the transformation of residential spaces into "good houses" by enhancing community public spaces, with Shougang Jingyue Chang'an leading this initiative through innovative design and functionality [1][3][10] Group 1: Community Space Design - Shougang Jingyue Chang'an integrates a profound understanding of "good house" standards into the design of public areas, focusing on elements like hotel-like ambiance, ceremonial aspects, situational experiences, and interactivity [3][10] - The project features a systematic design of public areas, including a city reception hall, elevated layers, garages, and unit entrances, creating a comprehensive public space system that outlines the spatial axis from entry to home [5][10] Group 2: Functional Areas - The project employs a dual entrance layout to organize space, with underground garage access on both sides to ensure the separation of pedestrians and vehicles [6] - The city reception hall, designed with a "central landscape sunken" layout, spans approximately 1,200 square meters and combines various functions such as a reception area, reading room, water bar, tea room, and gym, creating a multi-dimensional leisure and meeting space [6][10] Group 3: Elevated Layer as a Community Hub - The elevated layer serves as a "second living room" for the community, catering to all age groups and facilitating interactions through designated areas for children, wellness, socializing, and office work [6][8] - The children's play module is designed to accommodate various activities for different age groups, including dedicated spaces for parents and children to enhance their bonding experiences [8] - The wellness module focuses on the needs of elderly residents, providing spaces for leisure activities and social interactions, promoting a vibrant and enjoyable lifestyle [8] Group 4: Overall Experience - The public space design of Shougang Jingyue Chang'an aligns with the new regulations for "good houses," emphasizing all-age friendliness and diverse scenarios, thereby reconstructing living experiences and awakening new residential imaginations [10]

我国楼市二十多年来起起落落，经历了三次关键拐点：2008 年四万亿刺激开启十二年上涨周期，2015 年限购放松 棚改货币化引发全国普涨，2017 年 "房住 不炒" 提出后市场分化加剧。如今，随着 2026 年临近，住建部明确释放 "新发展模式" 信号，楼市第四次拐点已悄然临近。不同于以往单纯的涨跌轮回，这 次拐点的核心是游戏规则重构 —— 买房不再是 "闭眼赚"，"好房子" 将成为市场硬通货，购房逻辑彻底改变。 一、住建部定调 "新发展模式"：从 "多盖房" 到 "盖好房" 2025 年 10 月住建部新闻发布会，抛出了楼市未来发展的核心方向：房地产要告别 "追求数量" 的旧时代，迈入 "追求质量" 的新阶段。这场发布会的核心关 键词是 "好房子"，而且给出了通俗易懂的 "六不标准"：不霉、不堵、不漏、不吵、不裂、不臭。 看似简单的六个要求，实则戳中了无数购房者的痛点。想想咱们现在住的房子，返潮发霉、下水道堵塞、墙面开裂、楼上噪音扰民等问题，是不是或多或少 都遇到过？而能完全满足 "六不标准" 的住宅，目前市场上并不多见。这也意味着，"换好房" 的需求依然旺盛，只是购房者的关注点从 "有没有房" 转向了 " ...

Core Viewpoint - The Chinese real estate market is at a historical turning point, with a new cycle about to begin, driven by profound changes in supply-demand relationships, policy restructuring, and gradual market confidence recovery [1] Group 1: Policy Framework - The core feature of 2025 real estate regulation is "systematic efforts and precise measures," with a policy framework consisting of "four cancellations, four reductions, and two increases" [2] - The "four cancellations" break long-standing barriers to market circulation, allowing cities to have greater control over their real estate policies, which has led to increased viewing and transaction volumes since late September [2] - The "four reductions" target cost issues for homebuyers, including a 0.25 percentage point decrease in housing provident fund rates and a unified minimum down payment of 15%, expected to save residents 150 billion yuan in interest [2] - The "two increases" involve the addition of 1 million urban village and dilapidated housing renovation projects and expanding the credit scale for "white list" projects to 4 trillion yuan, addressing both inventory and financing challenges [2] Group 2: Market Data - Data from the National Bureau of Statistics indicates a positive trend in the market, with a structural narrowing of price declines in major cities and signs of price stabilization in core cities like Shanghai and Shenzhen [4] - From January to October 2025, the sales area of new commercial housing reached 71.982 million square meters, with a decrease in unsold housing inventory, indicating ongoing destocking [4] - Residential investment from January to October was 565.95 billion yuan, showing a 13.8% year-on-year decline, but the completion area of housing projects increased by 22%, indicating a shift towards quality improvement [4] Group 3: Supply Innovation - The introduction of "good housing" standards marks a fundamental shift in real estate development logic, focusing on quality rather than quantity, encompassing green health, low carbon, smart convenience, and safety [5] - The government is actively promoting the revitalization of existing assets, allowing local governments greater autonomy in managing and repurposing properties, which has led to significant progress in activating idle assets [5] - Financing structures for leading real estate companies are improving, with financing costs decreasing and the proportion of equity financing rising from 12% in 2022 to 28% [5] Group 4: Housing Security - The construction of affordable housing is entering a phase of large-scale promotion, becoming a crucial support for stabilizing the market and benefiting the public [6] - Local governments are actively implementing plans for affordable housing, with cities like Beijing and Guangzhou advancing projects to meet housing needs [6] - The ongoing expansion of affordable housing is expected to complement the commercial housing market, contributing to a new housing supply structure that includes both rental and purchase options [6] Group 5: Overall Market Transformation - The Chinese real estate market is undergoing profound structural changes, with the Ministry of Housing and Urban-Rural Development's precise measures successfully curbing market decline and promoting a transition to high-quality development [7] - The comprehensive promotion of "good housing," revitalization of existing assets, and continuous improvement of the housing security system are expected to create a new pattern of "steady progress and differentiated development" in the real estate market [7]