北京市住房和城乡建设委员会等四部门联合发布的《关于进一步优化调整本市房地产相关政策的通知》 （以下简称《通知》）自12月24日起施行。《通知》从调整限购政策及商业性个人住房贷款政策、降低 公积金贷款首付比例等角度对房地产政策进行优化，促进房地产市场平稳健康发展。 北京市昌平区某新房项目置业顾问向记者表示，《通知》于2025年末发布，正逢该项目加大推盘力度， 吸引了不少购房者在周末前来了解。 二手房中介端同样感受到市场的积极变化。中原地产首席分析师张大伟告诉《证券日报》记者，新政落 地的首个周末，二手房市场咨询量与带看量均出现一定程度增长，尤其是五环外非京籍刚需群体的带看 量、咨询量出现明显回升。"价格方面，目前市场整体价格走势有所企稳，修复过程呈现渐进式特征。" 释放长期积极影响 在新政落地后的首个周末，《证券日报》记者在走访北京市部分地区的新房及二手房市场后注意到，在 新政影响下，市场趋于活跃，带看量与到访量均有所提升。 北京链家研究院院长高原认为，本次政策优化体现出稳定市场的政策导向，也符合北京市房地产市场的 实际情况。 活跃度有所提升 12月27日，记者在走访位于北京石景山区的某项目售楼处时注意到，该项 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 本报记者 张芗逸 陈 潇 北京市住房和城乡建设委员会等四部门联合发布的《关于进一步优化调整本市房地产相关政策的通知》 （以下简称《通知》）自12月24日起施行。《通知》从调整限购政策及商业性个人住房贷款政策、降低 公积金贷款首付比例等角度对房地产政策进行优化，促进房地产市场平稳健康发展。 在新政落地后的首个周末，《证券日报》记者在走访北京市部分地区的新房及二手房市场后注意到，在 新政影响下，市场趋于活跃，带看量与到访量均有所提升。 活跃度有所提升 12月27日，记者在走访位于北京石景山区的某项目售楼处时注意到，该项目洽谈区有大量意向购房者， 与置业顾问就户型、优惠、付款合同等进行交流。 记者了解到，该项目位于五环外，是北京市近期开盘的"好房子"项目之一。 "近期来访量有所增加，尤其是这几天，不少客户是冲着新政叠加'好房子'来的。"该项目置业顾问向记 者表示，该项目的智能监测系统、全屋智能等受到了改善性客户的青睐。 北京市昌平区某新房项目置业顾问向记者表示，《通知》于2025年末发布，正逢该项目加大推盘力度， 吸引了不少购房者在周末前来了 ...

Core Viewpoint - The global commercial real estate market is undergoing profound changes driven by economic factors, supply and demand shifts, and changes in office models. Shanghai is actively promoting the renovation of existing commercial buildings, encouraging multifunctional use, including converting office spaces into affordable rental housing and service apartments [3][4]. Group 1: Market Trends and Initiatives - Shanghai's action plan for 2024-2027 emphasizes the renovation and enhancement of commercial buildings, allowing for diverse functionalities [3]. - The Suhe Meixin Apartment, a pilot project for the "commercial to residential" policy, officially opened on September 1, 2023, and serves as a talent apartment for internet content creators [3][4]. - Research indicates that the demand for space is shifting rather than disappearing, with high-quality creators emerging as new "micro-enterprises" driving the need for urban space renewal [3][4]. Group 2: Project Details and Historical Context - The Suhe Meixin Apartment is located at a historically significant site, having undergone three transformations since 1865, and is now a pilot for the "commercial to residential" model [6][7]. - The project was initiated by Sheneng Group and Huangpu District Jinwaitan Group, aiming to convert the original Meixin Building into affordable rental housing [6][7]. - The building's previous vacancy rate was approximately 30%, with rental prices at 60% of surrounding Grade A office buildings, indicating a significant opportunity for value enhancement through conversion [7]. Group 3: Design and Community Integration - The renovation includes a mix of commercial spaces and residential units, with a focus on creating a community that supports high-end talent needs [10][18]. - The design emphasizes open spaces that blur the boundaries between the building and the riverside, enhancing interaction and community engagement [18]. - The project aims to create a "service community" with amenities that cater to both residents and the public, fostering a vibrant urban environment [18][20]. Group 4: Target Demographics and Market Feedback - The tenant demographic ranges from 20 to over 60 years old, with a significant presence of internet content creators, contrasting with traditional business elites [21]. - The project aligns with the growing trend of personal branding, where living spaces are extensions of personal identity, particularly for content creators who value location and environment [21][22]. - The rental range for eligible content creators is between 12,000 to 40,000 yuan per month, reflecting the project's aim to enhance the living experience for creative professionals [20][21].

年关将至，归乡的脚步渐近，返乡置业成为无数在外打拼的湖北人的心之向往。为圆游子安居之梦，"宜居湖北・暖心安家"返乡置业购房季活动重磅启 幕。 12月15日，湖北省房地产业协会发出倡议，开启"宜居湖北・暖心安家"返乡置业购房季活动。 这场安居之约将从2025年12月26日持续至2026年2月28日，跨越新春佳节，温暖整个归途。全省启动仪式定于12月29日在荆门举办。目前，各地已备好贴 心的服务活动和丰厚的置业大礼，静待游子归来，选择一处理想居所，把他乡的奔波，换成故乡的安稳。 多维活动温暖归途 武 汉 线上在武汉"安居链"平台，开设"武汉返乡置业购房季"专区，集成在线看房、直播带房、在线咨询、政策一键查等功能，发布参展房源和优惠政策。 线下于2026年1月15日，举办武汉市返乡置业活动启动仪式。现场设置政策咨询区、项目展示区、签约服务区等，发布市、区两级最新政策，集中推介各 区优质在售项目。 在城区高流量商圈管家巷、襄水街文旅街区，打造"爆品生活家"主题购房体验。 2025年12月-2026年2月，在东津新区鹿鸣公园、海昌海洋馆，采用"地产＋商业＋文旅"业态联动模式，以"十年著家 等你归乡"为主题，举办年货集市 ...

Core Viewpoint - The Ministry of Housing and Urban-Rural Development reported that from January to November, 25,800 urban old residential communities were newly started or renovated across the country [1] Group 1: Project Completion and Future Plans - 22 regions, including Beijing, Tianjin, and Shanghai, have completed their annual urban old residential community renovation plans [1] - By 2025, the national plan aims to start the renovation of 25,000 urban old residential communities [1] - During the 14th Five-Year Plan period, over 240,000 urban old residential communities will be renovated, benefiting more than 41 million households and over 110 million people [1] Group 2: Infrastructure and Community Enhancements - 130,000 elevators will be added, and 167,000 old elevators will be updated [1] - 3.5 million parking spaces and 65,000 community service facilities for elderly care and childcare will be established [1] - 840,000 kilometers of underground pipelines for water, gas, and heating will be updated and renovated [1] - More than 20,000 pocket parks and 27,000 kilometers of urban greenways will be created [1] Group 3: Future Focus Areas - In 2026, the focus will be on advancing the construction of modern people-oriented cities with meticulous efforts in the renovation of urban old residential communities, complete community construction, and the development of accessible environments [1]

转自：推广 当中国城市化进程迈入存量提质的新阶段，城市的命题已从"如何扩张"转向"如何生长"。资产如何焕 新、人才如何安居、大型设施如何永续运营、县域活力如何激发——这些复杂的系统性课题，正考验着 每一座城市及其建设者的智慧。 宁波湾头片区实拍图 在东海之滨的甬温双城，一家企业用长达十九年的深耕，正在践行"3+1"生态模式的综合性打法。 作为深谙城市生长脉络的"城市投资开发运营商"，华润置地宁波地区，已不再是传统意义上的开发商， 而是以地区公司牵头，通过开发销售、经营性不动产、轻资产管理三大核心生态圈业务单元的协同，构 建起一个覆盖城市建设与运营全周期的服务生态圈，悄然成为城市发展的深度参与者与价值共创者。 业务模式祥图 城市高质量发展，面临着多重挑战：一方面，大量存量资产期待被唤醒，转化为持续的城市活力；另一 方面，新市民、青年人的安居需求迫切，关乎城市的未来竞争力。与此同时，大型公共场馆的可持续运 营、县域经济的活力焕新，都是城市治理中亟待破解的课题。 温州城市实拍图 这些命题，已超越单一的土地开发或工程建设范畴，需要具备多元业务能力、长效运营思维和社会责任 意识的"城市合伙人"来共同应对。这要求参与者不 ...

Core Viewpoint - The traditional belief that housing prices in core areas of first-tier cities only rise and never fall has been challenged, as evidenced by significant price drops in Shanghai's core districts, where prices have fallen from over 100,000 RMB per square meter to between 60,000 and 70,000 RMB, a decline of over 30% [1] Group 1: Types of Residential Areas Facing Decline - Poorly managed residential communities are at risk of becoming "poor areas" due to high vacancy rates leading to unpaid property fees, resulting in inadequate services and security issues [1][3] - Old high-rise residential buildings face inherent disadvantages such as high shared area costs (25% to 30%), difficulties in future renovations, and high maintenance fees, making them less attractive for buyers [6][7] - Old and dilapidated buildings in city centers suffer from poor environmental conditions and outdated designs, leading to a lack of buyer interest unless redevelopment occurs [7][8] - Suburban residences, while appealing for their greenery, are hindered by inadequate surrounding infrastructure, making daily life inconvenient for residents [10]

Core Viewpoint - The national plan for the renovation of old urban residential communities aims to start 25,000 projects this year, with 25,800 already initiated by November [1] Group 1: Project Initiatives - A total of 25,800 old urban residential community renovation projects have commenced from January to November this year [1] - The renovation plan has been completed in 22 regions, including major areas such as Beijing, Shanghai, and Guangdong [1] Group 2: Regional Breakdown - Regions that have completed their annual renovation plans include Beijing, Tianjin, Hebei, Inner Mongolia, Liaoning, Jilin, Shanghai, Jiangsu, Zhejiang, Anhui, Fujian, Jiangxi, Shandong, Guangxi, Hainan, Chongqing, Guizhou, Yunnan, Tibet, Shaanxi, Gansu, and Qinghai, along with the Xinjiang Production and Construction Corps [1]

转自：新华财经 今年12月18日，海南自由贸易港正式启动全岛封关运作，标志着中国高水平对外开放进入新阶段。在这一背景下，由华润置地代建的三亚海棠河生态公园二 期近日以全球最高分通过国际可持续场地评价体系（SITES）V2铂金级认证，成为海南在生态治理与可持续城市运营领域获得的又一项国际权威认可。 据了解，SITES（THE SUSRAINABLE SITES INTIATIVE）由美国景观设计师协会ASLA、LADY BIRD JOHNSON WILDFLOWER CENTER、美国植物园保 护协会等权威机构联合发起，并由美国绿色建筑委员会（USGBC）负责管理，是国际上衡量可持续场地规划、建设与运营水平的重要标准。其铂金级代表 最高等级，授予在生态修复、自然资本提升方面达到"国际顶尖水准"的示范工程。 对此，业内认为，三亚海棠河生态公园二期能以全球最高分获此最高等级认证，该成果不仅是对单一项目建设质量的评价，更从第三方角度验证了华润置地 以ESG为导向参与城市治理、统筹复杂公共项目并实现长期运营的综合能力。 以ESG为统领：构建系统性城市生态治理路径 三亚海棠河生态公园是城市重要的公共生态基础设施项目，全长 ...

Core Viewpoint - Beijing is the first tier city to implement real estate optimization policies, aiming to stimulate housing demand through various measures including loosening purchase restrictions and optimizing credit policies [1] Demand Side Precision Relaxation - The policy adjusts the social insurance or personal income tax payment duration for non-local residents to 2 years for purchasing homes within the Fifth Ring and 1 year for homes outside the Fifth Ring, targeting long-term residents and their housing needs [2][3] - The demand release is characterized by a "layered approach," particularly benefiting new residents and families with children, which aligns with the gradual home purchasing pace of these groups [2][3] Market Structure Impact - The policy is expected to significantly benefit the market outside the Fifth Ring, where approximately 80% of new residential transactions occur, leading to increased visitor numbers and transaction volumes for new homes [3] - Targeted support for families with multiple children allows for an additional home purchase within the Fifth Ring, enhancing the demand for larger homes and improving living conditions [3] Financial and Supply Side Policy Optimization - Financial institutions are instructed to set mortgage rates without differentiating between first and second homes, which is expected to lower borrowing costs and stimulate demand for upgrading housing [4][5] - The minimum down payment for second homes using public housing funds is reduced from 30% to 25%, further facilitating access to loans and enhancing the overall affordability of housing [5] - Supply-side policies will streamline project approvals from city-level to district-level, improving investment confidence and development efficiency for real estate companies [5][6] Overall Market Outlook - The policy is designed to avoid a "flooding" approach, instead focusing on precise adjustments to meet diverse housing needs, which is expected to lead to a structural recovery in the Beijing real estate market [6][7]