人民财讯12月31日电，住房城乡建设部发布关于提升住房品质的意见，其中提出，强化科技赋能。面向 未来中长期住房品质提升需求，加强基础研究和关键核心技术攻关，布局重大科技项目，开展技术集成 应用示范，突破一批提升住房品质的成套技术和产品设备。强化企业科技创新主体地位，鼓励企业建设 住房领域科技创新平台，推进企业主导的产学研深度融合。建设完善科技成果库，发布先进适用技术推 广目录，加大惠民实用的新技术、新材料、新产品推广应用。推进数字家庭建设，推动智能家居产品开 发和互联互通，利用新一代信息技术提升住房智能化水平。 ...

Core Viewpoint - The recent Central Economic Work Conference has outlined the economic work plan for 2026, marking the beginning of the "14th Five-Year Plan" and emphasizing the importance of a new model for real estate development to meet the public's expectations for better living conditions [1][4]. Group 1: Characteristics of "Good Housing" - The "Good Housing" concept should embody safety, comfort, green technology, and intelligence to meet the new stage of housing development in China [5]. - Safety entails robust structural integrity and reliable operation of essential services to prevent accidents [5]. - Comfort focuses on health and well-being through optimal indoor conditions, including natural light, ventilation, and environmentally friendly materials [5]. - Green technology aims to enhance energy efficiency and reduce costs for families while contributing to societal carbon reduction [5]. - Intelligence involves the integration of IoT, big data, and AI to provide efficient and personalized services in housing [5]. Group 2: Implementation Strategies - A comprehensive standard system must be established, including local and enterprise standards, to support the construction of "Good Housing" [6]. - Design levels should be improved to cater to diverse regional characteristics and housing needs, ensuring efficient use of space [6]. - Technological empowerment is essential, focusing on developing high-performance, green building materials and promoting new technologies and products [6]. - A robust industrial system should be created, encompassing various sectors such as building materials and home appliances, while promoting green and smart construction practices [6]. - Service supply must be enhanced through innovative property service models and community facilities to better meet residents' needs [8].

相关研究 证 券 研 究 报 告 证券分析师 袁豪 A0230520120001 yuanhao@swsresearch.com 唐猛 A0230523080003 tangmeng@swsresearch.com 研究支持 建筑装饰 2025 年 12 月 07 日 行 业 研 究 / 行 业 点 评 唐猛 A0230523080003 tangmeng@swsresearch.com 联系人 唐猛 A0230523080003 tangmeng@swsresearch.com REITs 项目行业范围拓展，支撑盘活存量资产 看好 ——申万宏源建筑周报（20251201-20251205） 本期投资提示： 请务必仔细阅读正文之后的各项信息披露与声明 本研究报告仅通过邮件提供给 博时基金 博时基金管理有限公司(researchreport@bosera.com) 使用。1 行 业 及 产 业 1.1 建筑行业周跌幅-0.07%，子行业国际工程表现最好 上周建筑行业涨幅-0.07%，跑输上证综指（+0.37%）、深证成指（+1.26%）、中小 板（+0.76%）、创业板（+1.86%）、沪深 300（+1.28 ...

Core Viewpoint - The Shenzhen government has approved an action plan to accelerate the promotion and development of smart home applications and industries from 2026 to 2028, focusing on pilot projects and regional initiatives [1] Group 1: Action Plan Details - The action plan includes the implementation of various pilot demonstration projects [1] - The Longgang District will be a key area for the first batch of national digital home pilot projects [1] - Each district is encouraged to promote unique district-level pilot projects tailored to local conditions [1] Group 2: Project Development - The plan aims to create benchmark applications at the project level [1] - There will be organized on-site observation activities for smart home pilot projects [1]

2025年11月13日，深圳市名家汇科技股份有限公司正式对外披露了重整整体公告，这标志着公司重整核 心程序取得突破性进展。 公告显示，在11月11日召开的出资人组会议上，与会出资人以99.7393%的赞成率，高票通过了《重整 计划（草案）之出资人权益调整方案》。与此同时，11月12日第一次债权人会议也顺利召开，并高票审 议通过了重整计划草案的相关议案—— 有财产担保债权组、职工债权组、税款债权组及普通债权组均 以超95%赞成率通过，覆盖全部债权类型的高支持度，充分体现债权人对公司重整路径的认可，为后续 重整计划执行奠定坚实基础。 战略转型路径明晰：聚焦三大高增长赛道 摆脱债务包袱后，名家汇将依托重整投资人资源，实施"短期维稳、中期转型、长期创新"三步走战略。 短期将通过精益运营与成本管控稳固核心业务；中期聚焦新质生产力赛道，完成从传统照明工程向"智 慧照明+物联网平台+场景化解决方案"的转型；长期构建打造"技术研发+先进制造+运营服务+资本运 作"的全链条生态体系，推动企业技术升级与成果转化，形成良性循环。 业务升级重点锁定三大高附加值领域：在植物照明赛道，依托六安制造基地升级产能，研发全光谱LED 植物灯， ...

建筑业、房地产业作为国民经济的重要行业，其数字化、智能化转型不仅关乎行业自身可持续发展，对 构建现代化经济体系、实现经济社会高质量发展同样具有重要意义。当前，建筑业、房地产业正处于数 字化、智能化转型的关键期，亟需加大力度、凝聚共识，探寻与新质生产力相适应的新发展模式。 构建智能建造体系 各地正大力推动"好房子"建设，"好房子"的一个重要特征就是让居民生活更智慧。今年5月1日起实施的 国家标准《住宅项目规范》中，对住宅智能化有明确要求，包括住宅建筑应设通信系统，公共移动通信 信号应能覆盖至住宅建筑的公共空间和电梯轿厢内等内容。 住房和城乡建设部标准定额司有关负责人介绍，数字家庭作为新一代信息技术与建筑深度融合的关键载 体，是扩大内需和发展数字经济的重要举措，对建设安全、舒适、绿色、智慧的"好房子"有积极推动作 用。我国正开展数字家庭试点，18个试点地区聚焦家庭空间多元需求，取得积极进展。 基础设施和平台建设是数字家庭建设的前提。四川省雅安市雨城区在住宅土地出让时明确数字化小区硬 件建设要求，建好数字家庭前端通道，以四网融合提升满足数字家庭系统需求的电力和信息网络连接能 力。江苏省张家港市构建"家庭综合信息箱+ ...

Core Viewpoint - Shandong Province is advancing the construction of digital homes as part of its initiative to create resilient cities, integrating smart products and infrastructure into new residential developments [1][3][4] Group 1: Digital Home Construction - The implementation plan includes 12 key tasks, with digital home construction being a primary focus, mandating new fully furnished residences to incorporate safety and health monitoring systems [3][4] - Existing homes are encouraged to upgrade to smart products, with subsidies available for consumers purchasing smart home devices [3][4] Group 2: Infrastructure and Policy Support - The initiative is part of the "14th Five-Year Plan" for digital province construction, aiming to meet the growing digital service demands of residents [4] - A joint effort by 18 departments outlines measures to enhance infrastructure, platform development, standardization, and industry ecosystem for digital home construction [4] Group 3: Pilot Projects and Industry Collaboration - Qingdao's Chengyang District has been selected as one of the first national digital home construction pilot areas, focusing on diverse community needs [4] - The initiative promotes collaboration among leading companies like Haier and Hisense to develop a digital home industry chain and ecosystem [4]

Core Viewpoint - Shandong Province's Housing and Urban-Rural Development Department has issued implementation opinions to promote new urban infrastructure construction aimed at creating resilient cities, focusing on optimizing "spatial resilience" and building livable smart homes [1] Group 1: Infrastructure Development - The initiative emphasizes the optimization of four application scenarios to enhance urban infrastructure, including road travel, public spaces, residential areas, and digital homes [1] - The plan includes the development of smart city infrastructure in conjunction with intelligent connected vehicles, accelerating the construction and renovation of intelligent parking facilities and green delivery systems [1] Group 2: Public Space and Safety - A three-dimensional visual underground pipeline map will be created to coordinate urban flood control systems and internal flood management, along with enhanced intelligent monitoring for gas leaks [1] - The initiative aims to improve the smart operation and maintenance level of municipal facilities [1] Group 3: Community and Residential Focus - The focus on "the elderly and children" will drive the construction of embedded service facilities and the promotion of smart convenience facilities in communities [1] - The plan encourages the development of smart property management and the establishment of a digital-enabled, multi-party participation safety governance system in residential areas [1] Group 4: Digital Home Enhancement - The initiative promotes the integration of smart products in newly constructed fully furnished homes and encourages the electrification, digitalization, and networking of existing residences [1] - The goal is to enhance the convenience and intelligence of family life, ensuring residents feel safer, more comfortable, and more at ease [1]

Group 1 - The core viewpoint of the article is the promotion of new urban infrastructure in Shandong Province, focusing on the development of digital homes as part of the "good housing" initiative [1] - The implementation plan includes the requirement for newly constructed fully furnished residences to incorporate basic smart products for monitoring safety and health in electricity, fire, gas, and water usage [1] - Existing residential buildings are encouraged to adopt smart products similar to those in new constructions, facilitating the electrification, digitization, and networking of traditional home products [1] Group 2 - The plan includes subsidies for individual consumers purchasing smart home products, aiming to foster a one-stop, standardized product and service offering from decoration and renovation companies [1] - Cities that meet certain criteria are supported in their efforts to establish national pilot programs for digital homes [1]