11月27日，国家发展改革委政策研究室副主任李超在新闻发布会上表示，近期，发改委正在积极推动基 础设施REITs进一步扩围至城市更新设施、酒店、体育场馆、商业办公设施等更多行业领域和资产类 型。 并强调，将继续加强与证监会的协同配合，进一步优化申报推荐程序，在严防风险、严把质量的基础 上，支持更多符合条件的项目发行上市，更好推动基础设施REITs支持实体经济的发展。 2025年9月12日，国家发改委发布《关于进一步做好基础设施领域不动产投资信托基金(REITs)常态化申 报推荐工作的通知》(发改办投资〔2025〕782号)，明确提出要探索铁路、港口、特高压输电、通信铁 塔、市场化租赁住房、文化旅游、专业市场、养老设施等新资产类型的发行路径。 此外，2025年11月11日，发改委副司长关鹏在发布会上强调将协同证监会推动新资产类型项目首单上 市，并优先支持消费基础设施和民间投资项目。 当前政策重点在于城市更新产业（300832）园和消费基础设施(如酒店、商业办公)领域。例如，华夏金 隅智造工场REIT以城市更新产业园为底层资产，成为首单相关项目;中金厦门安居REIT扩募项目涉及保 障性租赁住房，而消费类REITs ...

Core Viewpoint - The "15th Five-Year Plan" for Beijing emphasizes the integration of real estate policies into the goal of improving people's livelihoods, focusing on the transformation of real estate development models and quality upgrades [1][2]. Group 1: Real Estate Development Model - The plan highlights the need to "accelerate the construction of a new real estate development model," indicating a shift towards a more macro-level transformation of the real estate industry, moving beyond just improving the housing security system [3]. - It emphasizes the establishment of a "market + guarantee" housing supply system, indicating a stronger focus on the organic combination of market forces and government responsibilities in housing security for vulnerable groups [3]. Group 2: Land Supply and Urban Development - The plan proposes "promoting station-city integration" and prioritizing land supply around transit stations to enhance work-residence balance and reduce commuting pressure [4]. - It aims to improve the overall quality of life by ensuring that new residential areas are developed with accompanying community services and facilities [4]. Group 3: Housing Security and Supply - The plan calls for "optimizing the supply of affordable housing" and increasing efforts to revitalize existing resources to meet the basic housing needs of urban workers and various disadvantaged families [5]. - It shifts the focus from merely increasing supply to optimizing the structure and distribution of housing resources, indicating a more refined approach to housing policy [5]. Group 4: Rental Housing Market - The plan stresses the need to "expand the effective supply of rental housing" and cultivate market-oriented professional operating institutions, suggesting a continued push for the development of the rental market, particularly for long-term leases [6]. Group 5: Housing for Service Personnel - The plan introduces the concept of "one bed, one room" to improve living conditions for urban service personnel, addressing the housing challenges faced by grassroots workers in large cities [7][8]. Group 6: Quality of Housing - The plan emphasizes the construction of "safe, comfortable, green, and smart houses," indicating a shift towards enhancing housing quality and implementing quality improvement actions for property services [10]. - It also proposes the establishment of a comprehensive safety management system for the entire lifecycle of buildings, aiming to enhance safety standards in construction and usage [11]. Group 7: Urban Renewal - The plan indicates a "strong implementation" of urban renewal, focusing on comprehensive and systematic approaches to enhance urban vitality and address funding challenges [12]. - It encourages the integration of urban renewal with industrial revitalization and functional optimization, promoting community development and the improvement of living environments [12]. Group 8: Population Distribution and Housing Structure - The plan aims to adjust population distribution to improve housing supply and alleviate pressure on central urban areas, promoting a balance between work, residence, and commercial services [13]. - It emphasizes differentiated population control measures and policies to attract young people, which could positively impact the real estate market [13].

不久前发布的《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》也提出，坚持城市 内涵式发展，大力实施城市更新，建设创新、宜居、美丽、韧性、文明、智慧的现代化人民城市。 当前，我国房地产业发展进入构建新模式阶段，加快城市更新是新模式的重要组成部分。这一工作正 在积极推进中。 2025.11. 25 本文字数：1733，阅读时长大约3分钟 作者 | 一财评论员 日前，住房和城乡建设部召开全国城市更新工作推进会。倪虹部长在推进会上表示，城市更新要着力 在规划、资金、运营、治理四个方面下功夫，因地制宜、探索创新，持续推进城市更新行动。 今年5月，中办、国办发布了《关于持续推进城市更新行动的意见》（下称《行动意见》），提出的 主要目标是：到2030年，城市更新行动实施取得重要进展，城市更新体制机制不断完善，城市开发 建设方式转型初见成效，安全发展基础更加牢固，服务效能不断提高，人居环境明显改善，经济业态 更加丰富，文化遗产有效保护，风貌特色更加彰显，城市成为人民群众高品质生活的空间。 倪虹所强调的规划、资金、运营、治理等四个方面既是城市更新的重要抓手，也是城市更新过程面临 的重要问题。这四个方面的问题解决好了 ...

Core Insights - The Ministry of Housing and Urban-Rural Development held a national meeting to promote high-quality urban renewal, emphasizing the importance of creating modern, livable, and resilient cities [1] - Urban renewal is recognized as a crucial strategy for high-quality urban development and meeting the needs of citizens for a better life [1][2] - Significant progress has been made in urban renewal actions this year, particularly in improving institutional mechanisms and living environments [1][2] Group 1 - The central government has provided substantial support for urban renewal, with the Central Urban Work Conference highlighting it as a key focus for urban development [1][2] - As of now, 297 cities and 152 county-level cities have conducted urban assessments, covering over 3 million residential buildings and 180,000 communities [2] - The plan aims to start the renovation of 25,000 old urban communities by 2025, with 24,300 already initiated in the first nine months of this year [2] Group 2 - Challenges in urban renewal include significant funding gaps, low resident participation, difficulties in policy implementation, and a lack of professional talent [2][3] - The central government continues to support key urban renewal projects financially, with 20 cities selected for funding in 2025 and 15 cities already supported in 2024 [3] - A comprehensive approach is being developed to integrate urban assessments with renewal planning, emphasizing the need for specialized planning and project implementation [3][4] Group 3 - The focus is shifting from rapid development to quality improvement in urban renewal, advocating for organic updates that preserve historical culture and adhere to green standards [4] - The introduction of new technologies, such as drones and smart solutions, is recommended to enhance efficiency and reduce costs in urban renewal efforts [4]

2023年6月30日，天美艺术街区更新项目启动，项目以天津美术学院周边区域为更新范围。"我们通过对 项目范围内5片、17块闲置零散地块的规划调整、土地置换、资源盘活，最终'化碎为整'形成4片可开发 利用的规整地块，增补产业空间载体约6.87万平方米。"河北区住房和建设委员会主任罗云说。 在项目更新过程中，河北区与天津美术学院紧密合作，深入挖掘区内丰富的文化艺术资源，通过对壁画 系、雕塑系和石膏馆等教学空间的修缮改造，打破传统艺术教育的场域边界。 初冬时节，阳光正好。位于天津市河北区的天美艺术街区内，游人们三三两两，有说有笑。街区内，巨 型艺术雕塑、复古红砖建筑、公共艺术作品等引来不少市民游客。 在天美艺术街区的西南入口，一座昂首阔步向前的"行走巨人"艺术雕塑引来很多市民游客驻足拍照。市 民陈晓菲一边模仿巨人大步流星的样子，一边催促着朋友赶快摁下手机快门。"咖啡、红砖、涂鸦、雕 塑、画廊，这里的艺术氛围感简直太棒了。"她点赞说。 天美艺术街区位于河北区天纬路与三马路交口，这里曾经是产权混乱、历史遗留问题突出的老旧片区。 据了解，近年来，河北区以"实施一批、报审一批、谋划一批"的模式扎实有序推进城市更新工作。目 ...

Core Viewpoint - The meeting emphasizes that urban renewal is a comprehensive and systematic strategic action essential for promoting high-quality urban development in China [1] Group 1: Urban Renewal Strategy - Urban renewal is recognized as a necessary path for optimizing urban structure, transforming energy, enhancing quality, promoting green transition, preserving cultural heritage, and improving governance [1] - The meeting calls for a deep understanding of the importance of urban renewal in achieving high-quality urban development [1] Group 2: Implementation Measures - The implementation should follow the guidelines from the Central Committee and the State Council, focusing on planning, funding, operation, and governance [2] - A sustainable urban construction and operation financing system should be established, utilizing various funding sources and encouraging financial institutions to develop long-term, low-interest credit products [2] - The meeting stresses the need for effective market integration with proactive government involvement to activate existing value through functional transformation and quality enhancement [2] Group 3: Goals and Outcomes - The meeting requires systematic advancement of the "Four Goods" construction: good houses, good communities, good neighborhoods, and good urban areas, ensuring tangible results [3] Group 4: Related Information - During the 14th Five-Year Plan period, Beijing has implemented approximately 78 million square meters of renovation for old urban communities, achieving a 98% implementation rate, with energy-saving renovations covering 26.5 million square meters and a resident satisfaction rate of 96% [4]

Core Points - The event held in Hai Ling District focuses on urban renewal and aims to transform the area into a modern, livable, and resilient city during the 14th Five-Year Plan period [1][3][4] Group 1: Urban Renewal Initiatives - The district prioritizes improving living conditions and enhancing residential quality as the main tasks of urban renewal, with a goal of covering all old residential areas [3] - Over the past five years, 50,000 households have benefited from the renovation of old residential communities [3] - The district has implemented an innovative "housing voucher" policy for property acquisition, issuing 266 vouchers and facilitating the purchase of 265 homes [3] Group 2: Cultural Heritage Preservation - The district emphasizes the protection of historical architecture and urban fabric, adhering to a "small-scale, incremental" urban renewal approach [3] - Eight old streets and ten roads have been upgraded while preserving the original community and street characteristics [3] - The district promotes community-driven updates and repairs through a "community discussion system," shifting from passive protection to active co-construction [3][4] Group 3: Ecological Development - The district prioritizes ecological and green development, focusing on water environment governance, urban greening, and pollution control [4] - Initiatives include water management, urban greening, and stringent air quality measures [4] - The district aims to enhance urban-rural infrastructure integration to support industrial development [4] Group 4: Future Development Goals - Looking ahead to the 15th Five-Year Plan, the district aims to emphasize high-quality and intrinsic development, striving to renew the cultural ancient city and create a new model of urban-rural integration [4]

三是充分尊重群众的改造意愿。改造之前，就改造方案同群众进行了面对面交流，多方听取群众意见， 坚持先协商再启动，对群众诉求进行专题研究，尊重群众意愿做好改造工作。 四是多渠道筹措保障资金。除国家层面给予的补助资金，对改造任务较重的区域，上海市加大财政支持 力度，提高市级出资比例，为改造工作提供了坚实资金支持。 五是注重高质量实施改造。无卫生设施旧住房提升改造过程中同步增设淋浴设施，社区改造时增设老年 活动室等嵌入式服务设施；对于完成改造的项目，定期开展"回头看"，让群众没有后顾之忧。 （文章来源：新华社） 新华社北京11月20日电（记者王优玲、郑钧天）住房城乡建设部住房保障司副司长潘伟在新华社20日推 出的"中国经济圆桌会"大型全媒体访谈节目中表示，上海市在补齐小区和房屋短板、实施非成套住房改 造方面进行了积极探索，取得了有效经验做法，为其他城市的改造工作提供了有益的借鉴。 潘伟表示，上海历经近2年时间攻坚，"拎马桶"改造任务宣告总体完成，最后1万余户家庭拥有了独立卫 生设施，从五个方面探索出成功经验。 一是在改造初期开展深入细致的摸排工作。在启动改造时就进行了全覆盖的入户调查，摸清了不同类型 的住宅底数，为后 ...

住房城乡建设部住房保障司副司长潘伟在新华社20日推出的"中国经济圆桌会"大型全媒体访谈节目中表 示，上海市在补齐小区和房屋短板、实施非成套住房改造方面进行了积极探索，取得了有效经验做法， 为其他城市的改造工作提供了有益的借鉴。 潘伟表示，上海历经近2年时间攻坚，"拎马桶"改造任务宣告总体完成，最后1万余户家庭拥有了独立卫 生设施，从五个方面探索出成功经验。 一是在改造初期开展深入细致的摸排工作。在启动改造时就进行了全覆盖的入户调查，摸清了不同类型 的住宅底数，为后续改造方案的制定，打下了坚实基础。 二是因地制宜创新了改造模式。上海老旧城区普遍存在空间狭小、人口密集等问题，需要因户施策、一 户一策实施改造。空间狭小的可以抽户腾空间，房屋安全有问题的进行原地拆除重建，涉及风貌保护的 进行保护性修缮，让老社区变成了新模样。 三是充分尊重群众的改造意愿。改造之前，就改造方案同群众进行了面对面交流，多方听取群众意见， 坚持先协商再启动，对群众诉求进行专题研究，尊重群众意愿做好改造工作。 四是多渠道筹措保障资金。除国家层面给予的补助资金，对改造任务较重的区域，上海市加大财政支持 力度，提高市级出资比例，为改造工作提供了坚 ...

三是充分尊重群众的改造意愿。改造之前，就改造方案同群众进行了面对面交流，多方听取群众意见， 坚持先协商再启动，对群众诉求进行专题研究，尊重群众意愿做好改造工作。 四是多渠道筹措保障资金。除国家层面给予的补助资金，对改造任务较重的区域，上海市加大财政支持 力度，提高市级出资比例，为改造工作提供了坚实资金支持。 五是注重高质量实施改造。无卫生设施旧住房提升改造过程中同步增设淋浴设施，社区改造时增设老年 活动室等嵌入式服务设施；对于完成改造的项目，定期开展"回头看"，让群众没有后顾之忧。 新华社北京11月20日电（记者王优玲、郑钧天）住房城乡建设部住房保障司副司长潘伟在新华社20日推 出的"中国经济圆桌会"大型全媒体访谈节目中表示，上海市在补齐小区和房屋短板、实施非成套住房改 造方面进行了积极探索，取得了有效经验做法，为其他城市的改造工作提供了有益的借鉴。 潘伟表示，上海历经近2年时间攻坚，"拎马桶"改造任务宣告总体完成，最后1万余户家庭拥有了独立卫 生设施，从五个方面探索出成功经验。 一是在改造初期开展深入细致的摸排工作。在启动改造时就进行了全覆盖的入户调查，摸清了不同类型 的住宅底数，为后续改造方案的制定，打下 ...