时至年关，佛山再出王炸地块！11月21日，南海大沥挂牌了位于河西板块一宗占地逾7万㎡的商住地，地块起拍价近22亿，折合起拍楼面价1.2万/㎡，拟将 于12月11日进行网拍。 根据出让文件显示，宗地总占地面积70394.13㎡，容积率不高于2.6，绿地率不低于25%，建筑密度不高于28%，建筑限高150米。整宗地块的开发投资总 额不得低于73210万元，且须于1年内动工，4年内竣工。按照规划，宗地除了须配建警务室、社区养老居家服务设施等社区用房和体育健身设施等常规配 套外，还须满足以下要求：1、竞得人须无偿配建宗地红线范围内北侧市政设施预留用地,市政设施预留用地（人行道）宽约1.5米宽，面积约425.20㎡。 2、竞得人须无偿移交出让宗地红线范围内南侧市政设施预留用地。出让宗地南侧预留市政设施建设用地面积约1985.99㎡。3、竞得人须无偿配建宗地红 线范围内南侧开放公园绿地。开放公园绿地用地总面积约8013.52㎡。4、竞得人须无偿配建地块出让范围外东侧总面积不少于7145.96㎡的公园绿地。5、 竞得人须无偿配建项目地块用地红线范围外西侧的黎边路。黎边路长度约189米，宽度约19米。6、竞得人需按监管单位的 ...

"搭积木"式盖楼再上热搜。 近日，广州市住建局网站发布消息，广州市智能建造与工业化建筑产业发展工作专班办公室印发《广州市大力发展智能建造与工业化建筑加快推进建筑产业 现代化的实施意见》（以下简称"实施意见"）。其中提到，2026年起，广州市出让的居住用地100%实施装配式建筑。 《每日经济新闻》记者（以下简称"每经记者"）注意到，装配式建筑在房地产行业并非新鲜事物。鉴于其具备建筑施工高效、节能环保等优势，万科、碧桂 园、绿地集团、保利发展等知名房企已纷纷对装配式建筑展开探索与实践。 同策研究院联席院长宋红卫通过微信接受每经记者采访时表示，装配式建筑的优势与"好房子"四个标准中的安全性、绿色性标准高度吻合，符合政策导向， 同时迎合了消费者对于高品质产品的需求。 明年起，出让宅地100%实施装配式建筑 根据上述实施意见，广州将因地制宜推进智能建造与工业化建筑产业发展，在政府投资或参照政府投资管理的新建房建项目全面应用装配式建筑、装配式装 修，逐步推进模块化建筑应用。到2030年，全市智能建造与工业化建筑产业总产值突破5000亿元。 图片来源：广州市住建局网站 该消息一经发布，迅速引发了广泛关注。这意味着，未来购房 ...

Core Viewpoint - The article discusses the increasing adoption of prefabricated construction methods in China, driven by government policies aimed at improving efficiency, sustainability, and quality in the construction industry [3][5][12]. Policy Promotion - Major cities like Guangzhou have mandated that 100% of residential land sold from 2026 will utilize prefabricated construction, with similar initiatives for commercial and industrial land [3][5]. - The Ministry of Housing and Urban-Rural Development aims for prefabricated buildings to account for 30% of new urban construction by 2025 and 40% by 2030 [5][12]. - Cities are setting specific targets for the implementation of prefabricated construction across various sectors, with Guangzhou targeting an industrial output of 500 billion yuan by 2030 [5][6]. Market Growth - The prefabricated construction market in China has surpassed 1.2 trillion yuan in 2023, with expectations for further growth driven by policy support [8]. - The market is expected to see increased penetration rates as more cities adopt prefabricated construction standards [8]. Industry Chain Dynamics - The prefabricated construction industry involves a complex supply chain, including raw material suppliers (e.g., cement, steel), modular construction companies, and real estate developers [9]. - Major companies like Vanke and Poly are actively engaging in prefabricated construction projects, with significant areas under construction [10]. Efficiency and Environmental Impact - Prefabricated construction can reduce construction time by 30% to 50% and lower energy consumption by 20%, water usage by 63%, and construction waste by 91% [14]. - The construction sector is a significant contributor to carbon emissions, accounting for 50.9% of national emissions, highlighting the potential for prefabricated methods to aid in achieving carbon reduction goals [13][12]. Safety and Quality Concerns - Concerns about safety and quality remain prevalent among the public, but industry experts assert that prefabricated buildings can meet or exceed the safety standards of traditional construction [15]. - Prefabricated components undergo rigorous quality control, ensuring structural integrity and performance [15]. Challenges and Future Outlook - The prefabricated construction sector faces challenges such as low penetration rates and the need for improved collaboration across the supply chain [16]. - Technical difficulties include the complexity of design, safety during transportation and assembly, and the need for precise construction management [16].

因整体渗透率仍待提升，装配式建筑仍存在不少优化空间。 将墙板、楼梯、阳台等部件在工厂生产好，再运输到工地拼装起来......这种宛如"拼乐高"一般的建房模 式，正在政策推动下于各地逐渐铺开。 日前，一线城市中的广州印发文件称，2026年起，全市出让的居住用地100%实施装配式建筑；商业用 地、工业用地在技术可行的前提下，应用尽用装配式建筑。 在业内看来，相较于传统建筑工艺，装配式建筑具有效率高、绿色环保、质量稳定等特点。不过，也面 临成本偏高、技术标准与体系尚待完善等一系列问题。 各地力推装配式建筑 没有飞扬的尘沙、轰隆的噪音，一种新型盖楼方式正越来越普遍。 不同于传统现浇模式，装配式建筑，是在工厂加工制作好建筑用构件和配件，运输到建筑施工现场，通 过可靠的连接方式，在现场装配安装的建造模式。 目前，我国装配式建筑主要涵盖三类：装配式混凝土结构（PC）、装配式钢结构（SS）以及装配式木 结构（ZMJS），其中装配式混凝土结构（PC）是市场主流。 在大众认知中，装配式建筑似乎离日常生活很遥远，但实际上并非如此。 早在2013年，中央及地方便加大对装配式建筑的推广，陆续出台相关政策，此后装配式建筑规模开始快 速发 ...

Core Viewpoint - The renovation and building materials sector experienced a slight increase, closing at 16,425.50 points with a growth rate of 1.00% on November 11, 2023, driven by several stocks in the sector showing significant gains [1] Sector Performance - Several stocks in the renovation and building materials sector saw price increases, with Conch New Materials (000619) closing at 7.15 CNY per share, up by 10.00% - Aoyuan Ceiling (002718) also closed at 29.26 CNY per share, marking a 10.00% increase - Shangpin Home (300616) closed at 14.65 CNY per share, with a growth of 7.09%, ranking third in the sector [1] Declining Stocks - Jingxue Energy-saving (301010) led the decline in the sector, closing at 26.58 CNY per share, down by 6.77% - Gujia Home (603816) closed at 29.91 CNY per share, with a decrease of 3.48%, ranking second in losses - Mona Lisa (002918) closed at 15.37 CNY per share, down by 3.33%, ranking third in the decline [1] Policy and Industry Trends - The Ministry of Housing and Urban-Rural Development has announced plans to deepen reforms in the construction industry, focusing on industrialization, digitalization, and greening as development paths - The reforms aim to transition the construction industry from a traditional extensive model to a refined and intelligent approach, with key measures including the promotion of prefabricated buildings and the application of construction robots in projects - There will be a comprehensive promotion of green building materials, green construction, and green buildings [1]

《中国经营报》记者获悉，11月10日，广州市增城区新塘镇地铁13号线沙村站北侧18101203220A25127 号地块（以下简称"沙村站北侧地块"）成功出让，成交价格约为8.05亿元，成交楼面价约7130元/平方 米，由广州市增城区东进城市开发投资有限公司（增城城投持股100%子公司）以底价竞得。 公告显示，沙村站北侧地块为二类居住用地，宗地面积约4.52万平方米，地上容积率≤2.5，计容建筑面 积约11.29万平方米。该地块位于增城区新塘板块内，离地铁13号线沙村站约300米。 据克而瑞监测，在新塘镇，最近一次成交涉宅用地已是2022年，彼时中国铁建以12.86亿元的成交总价 竞得增城区新塘镇广园快速路南侧18101226A21188号地块，目前已转化为楼盘入市销售。 克而瑞广佛区域首席分析师肖文晓表示，近年来市场结构调整，增城区土拍成交大幅减少。"此次成交 的地块有望打造高使用率的新规产品，若能实现快速开发抓住窗口期，在产品力上对比板块内旧规存货 或有压倒性优势。" 底价成交 在建造要求上，沙村站北侧地块需建设建筑面积合计1015平方米的公共服务及市政交通设施配套，包括 1个社区服务中心、1个快递送达设 ...

Group 1: Furniture Export Data - In the first ten months of 2023, China's furniture exports reached 371.86 billion yuan, a year-on-year decrease of 4.7% [1] - In October 2023, the export value was 33.47 billion yuan [1] - Exports of lighting fixtures and parts fell by 9.7% to 21.947 billion yuan during the same period [1] Group 2: Economic Performance of the Furniture Industry - From January to September 2023, the furniture industry in China reported operating revenue of 456.2 billion yuan, down 6.7% year-on-year [3] - The total profit for the same period was 19.68 billion yuan, a decline of 19.1% [3] - Retail sales of furniture products in the domestic market increased by 21.3% to 151.68 billion yuan [3] Group 3: Trade Fair and Market Activity - The 138th Canton Fair concluded with a total export transaction value of 25.65 billion USD, attracting over 310,000 foreign buyers [2] - The fair featured 75,000 exhibition booths and showcased 4.6 million products [2] Group 4: Corporate Developments - Baidesheng Home's water-based paint technology received certification from an expert panel, marking it as internationally leading [6] - The AI design platform "Shengjing Technology" completed nearly 100 million yuan in Pre-A+ financing to enhance product development and market expansion [6] - True Love Home is planning to transfer control, which may lead to changes in its major shareholder [7] Group 5: IPO and Financial Updates - Tutu Co. has resumed its IPO review process at the Beijing Stock Exchange after updating its financial documents [9] - Jingyi Co. has initiated the IPO guidance process for public stock issuance at the Beijing Stock Exchange [8] - Rose Island's IPO review has also resumed after a temporary halt due to financial report expiration [9] Group 6: Investment and Expansion Plans - Panasonic announced an investment of over 1.5 billion yuan to enhance its AI market presence in China [10] - Gujia Home's 1.997 billion yuan refinancing plan received a response to inquiries from the Shanghai Stock Exchange [11] - Zhongyuan Home plans to invest 16 million USD to establish a production base in Vietnam [12]

Core Viewpoint - The concept of a "good house" in Zhejiang is being defined through various standards and guidelines, focusing on comfort, safety, and sustainability in residential construction [4][5][6]. Group 1: Standards and Guidelines - The "good house" initiative is supported by national standards such as the "Residential Project Specification," which sets mandatory requirements for residential buildings, including a minimum ceiling height of 3 meters and sound insulation standards [6][10]. - Zhejiang has introduced the "Zhejiang Province Residential Quality Improvement Design Guidelines (Trial)," which includes nearly 30 innovative indicators compared to national standards, emphasizing higher ceiling heights and improved sound insulation [6][7]. - Local governments in cities like Hangzhou and Huzhou are implementing specific policies to enhance residential quality, with Huzhou introducing 51 detailed standards for smart community features and innovative housing designs [7][8]. Group 2: Market Implications - The promotion of "good houses" is expected to drive structural upgrades across the entire construction industry, increasing demand for high-performance building materials and energy-efficient technologies [10][11]. - New residential projects are showcasing innovative designs, such as community gardens and modular living spaces, which cater to modern lifestyle needs and enhance community interaction [10][11]. - The initiative is seen as a catalyst for high-quality development in the construction sector, with a focus on creating comfortable, safe, and personalized living environments [10][11]. Group 3: Future Directions - The "good house" concept is evolving to include not only improved housing but also affordable and renovated homes, particularly for elderly residents, with a focus on accessibility and smart home features [11][13]. - Experts suggest that the future of housing will involve a dual system of national baseline standards and localized enhancements, allowing for flexibility while ensuring quality [13][14].

11月6日，金地商置披露10月未经审核营运简报。简报显示，10月金地商置合同销售总额约为5.92亿 元，合同销售总面积约为4.3万平方米，销售均价约为1.38万元/平方米。 【4】融创中国10月合同销售额10.1亿元 11月6日，融创中国披露10月未经审核经营简报。简报显示，10月融创中国、附属公司连同合营公司及 联营公司实现合同销售金额约10.1亿元，合同销售面积约8.8万平方米，合同销售均价约1.15万元/平方 米。 【5】保利置业10月合同销售金额43亿元 【1】2026年起，广州出让的居住用地100%实施装配式建筑 11月6日，广州市智能建造与工业化建筑产业发展工作专班办公室印发《广州市大力发展智能建造与工 业化建筑加快推进建筑产业现代化的实施意见》。其中提出，到2030年，全市智能建造与工业化建筑产 业总产值突破5000亿元。2026年起，全市出让的居住用地100%实施装配式建筑，商业用地、工业用地 在技术可行的前提下应用尽用装配式建筑，新出让的商业用地中建筑公共区域应采用装配式装修。在政 府投资或参照政府投资管理的新建房建项目全面实施装配式建筑和装配式装修，智能家居应用尽用。 【2】中国海外发展1 ...

2025年住宅新标准确认，这两类房子或迎身价看涨！ 要说新规下最吃香的房子，绿色低碳住宅绝对排第一。早在2022年7月13日，中央人民政府就发布了《城乡建设领域碳达峰实施方案》，明确 提出2025年城镇新建建筑要全面执行绿色建筑标准，星级绿色建筑占比得达到30%以上 。这可不是空话，住建部的"十四五"规划里更具体，要 求到2025年建设超低能耗、近零能耗建筑0.5亿平方米以上，还要新增建筑太阳能光伏装机容量0.5亿千瓦以上。 为啥这类房子能看涨？首先是政策"给糖吃"，官方明确对高星级绿色建筑、超低能耗建筑给予财政、税收支持，还鼓励绿色金融产品倾斜。其 次是市场需求在涨，现在买房的人越来越看重居住品质，带太阳能供电、节能门窗、装配式装修的房子，不仅住着舒服，后期物业费、能耗费 还更低。随着新规强制推进，不符合绿色标准的房子会逐渐被市场淘汰，而早早就达标的绿色住宅自然更值钱。 三、第二类看涨：适老化改造房，补贴+需求双驱动 从需求端看，适老化改造房的潜力更明显。随着老年人口增多，"爬楼难""居家安全"成了大问题，而新规背景下，完成改造的老房子刚好解决 了这个痛点。以前没人愿意要的高楼层步梯房，加装电梯、改造卫生间 ...