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吉林长春优化存量商品房收购政策(聚力攻坚 协同发力·政策落地进行时)
Ren Min Ri Bao· 2025-05-29 22:05
"绿园区润德华城小区,85平方米两居室新房,每个月租金1400元……" 今年初,在吉林长春工作的25岁汽车工程师李彤洋得知这套房源后,实地看了一次房,就决定和房东签 约。"租金不贵,配套也很齐全,坐地铁半小时就能到公司。"李彤洋说。 李彤洋的房东,是长春润和自有房屋租赁有限公司(以下简称"润和公司"),由长春市国资委出资成 立。 去年底召开的中央经济工作会议提出,"推进处置存量商品房工作";今年4月25日召开的中央政治局会 议指出,"加大高品质住房供给,优化存量商品房收购政策"。政策加力,群众受益——润和公司收购的 一批存量商品房,于今年初面向新市民等群体进行租赁,目前已接近满租。 李彤洋的新家,正是其中之一。"来长春快一年,可算找到价格实在的好房子了。"李彤洋说,"之前租 在公司附近,房龄比我年龄大,价格还不低。" 房好价不贵,是不少和李彤洋一样的新市民、青年人的期待。 为此,《长春市收购已建成存量商品房用作保障性住房实施细则》等文件出台,对收购房源、租金标 准、装修标准、管理维护等作出明确规定。"按照'租赁户收入可负担'的原则,租金标准不高于同品质 同地段房源评估租金的90%。"长春市房屋租赁管理服务中心 ...
4月百城新建住宅均价环比上涨 杭州领涨
(原标题:4月百城新建住宅均价环比上涨 杭州领涨) 中指研究院的最新数据显示,4月,百城新建住宅均价为16764元/平方米,受部分城市优质改善项目入 市带动,环比结构性上涨0.14%,同比上涨2.50%。其中,杭州新房价格环比上涨0.95%,居百城首位; 上海新房价格环比上涨0.61%,居百城第二位。 数据显示,4月,一二线城市新房价格环比上涨,沪杭涨幅居百城前列。一线城市新房价格环比上涨 0.37%,其中,上海在象屿苏河琹庐、浦发莲园等改善项目入市带动下,新房价格环比上涨0.61%,居 百城第二位。二线城市新房价格环比上涨0.10%,其中,杭州环比上涨0.95%,居百城首位,部分低密 加推项目如晴澜轩、滨江潮语映月轩等触发摇号机制。三四线城市新房价格环比下跌0.11%。 二手房方面,核心城市二手房市场维持一定活跃度,但在挂牌量较高情况下,"以价换量"仍是市场主 流,4月,百城二手住宅均价为13892元/平方米,环比下跌0.69%,同比下跌7.23%。 分城市看,一线城市二手住宅价格环比下跌0.36%,整体保持稳定,其中,上海二手房市场保持较高活 跃度,购房需求释放带动业主预期修复,4月二手住宅价格环比跌幅收 ...
房地产开发2025W17:政治局会议重心:推进城市更新和存量商品房收购,持续巩固地产稳定态势
GOLDEN SUN SECURITIES· 2025-04-27 12:23
Investment Rating - The report maintains an "Overweight" rating for the real estate industry [4] Core Insights - The Politburo meeting on April 25 emphasized the importance of implementing more proactive macro policies, including potential interest rate cuts and maintaining liquidity to support the real economy. The inclusion of "commodity housing acquisition policy" in the meeting's summary indicates an increasing importance of government storage as a macro-control tool [10][11] - The report highlights the need for urban renewal actions and optimizing commodity housing acquisition policies, suggesting that future real estate policies will continue to focus on both demand and supply sides [11] - The report notes that the real estate sector is a key component of domestic demand, which is expected to gain further importance amid external pressures [10] Summary by Sections Market Review - The weekly performance of the Shenwan Real Estate Index showed a decline of 1.3%, underperforming the CSI 300 Index by 1.69 percentage points, ranking 30th among 31 Shenwan first-level industries [13] New and Second-hand Housing Transactions - In the past week, new housing transaction area across 30 cities was 1.68 million square meters, a month-on-month increase of 11.5% but a year-on-year decrease of 18.3%. First-tier cities accounted for 469,000 square meters, with a month-on-month increase of 6.4% and a year-on-year decrease of 26.0% [23] - The total transaction area for second-hand housing in 14 sample cities was 2.447 million square meters, with a month-on-month increase of 0.4% and a year-on-year increase of 22.6% [32] Investment Recommendations - The report suggests focusing on real estate-related stocks due to several reasons: the policy response to the economic fundamentals is expected to be stronger than in previous cycles, real estate serves as an early economic indicator, and the competitive landscape is improving, favoring leading state-owned enterprises and quality real estate companies [4] - Recommended companies include: - H-shares: Greentown China, Jianfa International Group, China Resources Land, China Overseas Development, Yuexiu Property - A-shares: Binjiang Group, China Merchants Shekou, Poly Developments, Huafa Group, Jianfa Shares [4]
房地产:2025年4月中央政治局会议解读
Investment Rating - The report rates the real estate industry as "Outperforming the Market" [1] Core Insights - The central political bureau meeting on April 25, 2025, emphasized the importance of "urban renewal" as a significant factor for the real estate market, indicating that stabilizing the real estate market is crucial for expanding domestic demand [1][5] - The meeting highlighted the need to accelerate the implementation of urban renewal actions, effectively and orderly promote the renovation of urban villages and dilapidated housing, and increase the supply of high-quality housing [5][8] - The report anticipates that the demand for "good houses" will drive sustainable development in the industry, with a focus on safety, comfort, and green living standards [5][8] Summary by Sections Policy and Market Dynamics - The report discusses the implementation of more proactive macro policies, including the issuance of local government special bonds and the potential for interest rate cuts to maintain liquidity [5][8] - It notes that as of April 10, 2025, approximately 850 projects for acquiring idle land have been proposed, covering over 40 million square meters and amounting to 128.2 billion yuan [5] Urban Renewal and Housing Quality - The report emphasizes that urban renewal will be a key policy focus for the year, with a significant portion of the existing housing stock eligible for renovation [5][8] - It states that about 31.9% of the existing urban residential stock was built before 2000, indicating substantial potential for urban renewal projects [5] Market Stability and Investment Opportunities - The report indicates that the real estate market has shown signs of stabilization, with average sales prices for commercial housing increasing by 0.7% and 0.9% year-on-year in Q4 2024 and Q1 2025, respectively [5][8] - It suggests that the market's stability will depend on the effective implementation of supportive policies in the second quarter of 2025 [5][8] - The report identifies four main investment lines: companies with strong fundamentals in core cities, smaller firms with significant breakthroughs, companies with strategic changes, and real estate brokerage firms benefiting from the recovery of the second-hand housing market [5]