● 本报记者 刘丽靓 董添 安居，是人民幸福生活的重要基石，也是衡量城市治理水平的关键标尺。在超大城市的更新过程中，如 何让居民不仅"有房可住"，更能"住有宜居"？中国证券报记者近日调研发现，一批央企正以扎实的民生 实践作出回应：在北京，"首创和园繁星"保障性租赁住房项目为6000多名青年人筑起温馨家园；在上 海，非成套旧住房改造圆了2000多户居民的"新居梦"；在深圳，一体化城市运营让后海中心区居民有了 全新安居体验…… 这些案例共同拓展了"安居"的当代内涵——安居不仅意味着遮风挡雨的居所，更意味着便捷舒适的配 套、安全韧性的环境与智慧贴心的服务。作为城市建设的主力军，央企正从硬件改造到软件升级、从应 急保障到日常服务，全方位筑牢百姓的安居梦。 从有居到优居 安居，起于一砖一瓦，系于一方温暖。 从建造到"智造" 科技赋能城市，创新惠及民生。央企一系列前沿技术正悄然改变着人们的居住环境与城市生活。 在上海，中国化学工程所属华陆公司研制的气凝胶材料，为学校建筑披上"隔热外衣"。实测数据显示， 改造后环境温度每上升3.5℃，建筑外顶温度就下降18℃，这将显著改善室内热环境，降低空调制冷负 荷。 华陆公司旗下的华陆 ...

Core Insights - The report indicates that housing rental companies are showing significant development in scale expansion and operational efficiency under the backdrop of continuous policy support [6][8]. Group 1: Market Expansion - In the recent report, 22 new rental projects were opened by sample companies, marking a substantial increase compared to the previous reporting period, indicating a vibrant supply side in the housing rental market [2]. - The sample companies are strategically focusing on cities with high market demand and population density, primarily in economically active regions such as the Yangtze River Delta, Pearl River Delta, and central core cities [4]. Group 2: Company Performance - Vanke's rental division, Vanke Boyu, has achieved a management scale of 262,000 rooms, with a rental rate of 95.6% and a customer satisfaction rate exceeding 95% [8]. - The company has also reported a significant reduction in customer acquisition costs, with self-owned channels accounting for 88.5% of customer acquisition [8]. Group 3: Diverse Product Offerings - The new projects launched include a variety of product types such as white-collar apartments, talent apartments, hotel apartments, large rental communities, and guaranteed rental housing, catering to different residential needs [5]. Group 4: Investment Trends - The long-term rental apartment investment market is experiencing diverse participation, with entities like AIA Insurance and local state-owned enterprises actively engaging in asset acquisitions [12][14]. - AIA Insurance's acquisition of the Yumi Community in Shanghai, which offers 2,252 guaranteed rental units, exemplifies the growing interest in long-term rental assets [13]. Group 5: Future Outlook - The continuous encouragement of policies is enhancing the market's recognition of the value of long-term rental apartment assets, attracting diverse capital, including insurance and state-owned enterprise funds [14][15]. - The improvement of exit mechanisms such as REITs is expected to invigorate the long-term rental apartment investment market, potentially attracting more capital and driving industry scale expansion and operational upgrades [15].