广东省发布《中共广东省委关于制定广东省国民经济和社会发展第十五个五年规划的建议》。 内容来源 | 广东发布 中共广东省委关于制定广东省国民经济和 社会发展第十五个五年规划的建议 （2025年11月27日中国共产党广东省 第十三届委员会第七次全体会议通过） 中国共产党广东省第十三届委员会第七次全体会议，全面贯彻党的二十届四中全会精神，深入贯彻习近平总书记对广东系列重要讲话和重要指示精神，就 制定广东省国民经济和社会发展"十五五"规划提出以下建议。 一、牢记习近平总书记厚望重托，奋力在推进中国式现代化建设中走在前列 （1）"十四五"时期广东取得的发展成就。"十四五"时期广东发展历程极不寻常、极不平凡。在以习近平同志为核心的党中央坚强领导下，广东省委团结 带领全省广大干部群众，锚定"走在前列"的总目标，激活改革、开放、创新三大动力，扎实推进"1310"具体部署，迎难而上、砥砺前行，有力应对百年变 局和世纪疫情，坚定扛起经济大省挑大梁的责任，推动经济社会发展取得新成就，续写了经济快速发展和社会长期稳定两大奇迹的广东新篇章。高质量发 展主旋律鲜明唱响，产业科技互促双强深入推进，关键核心技术多点突破，制造业家底更加厚实， ...

作者：康天杰 从业资格证号：F03096601 投资咨询资格证号：Z0020247 创作日期：2025.12.10 标题：建材供需三连降，房地产传利好消息 摘要： 1、国家统计局：11月份CPI同比上涨0.7%，11月PPI环比上涨0.1%。 国家统计局数据显示，2025年11月份，全国居民消费价格同比上涨0.7%。其中，城市上涨0.7%，农村上涨0.4%；食品价格上涨0.2%，非食品价格上涨 0.8%；消费品价格上涨0.6%，服务价格上涨0.7%。1—11月平均，全国居民消费价格与上年同期持平。11月份，全国居民消费价格环比下降0.1%。其中，城 市下降0.1%，农村持平；食品价格上涨0.5%，非食品价格下降0.2%；消费品价格上涨0.1%，服务价格下降0.4%。 全国建材产需连续第三周下降，供需下降都有所扩大，但需求回落规模相对更大，使得总库存去库规模收窄。兰格钢铁/找钢网数据显示，截至12月10日当 周，全国建材产量418.08万吨，环比减少17.01万吨；表需446.54万吨，环比减少30.53万吨；总库存794.69万吨，环比减少28.46万吨，降幅3.46%。今日市场 流传房地产政策消息，市场对房 ...

当不少人还在为郊区新盘的涨跌纠结时，一股暗涌的资本与政策力量，已悄然调转方向，回流至城市中心那些被时间打磨过的"老房 子"里。 近日，吉林长春一则新闻引发关注：新区吉大社区成功加装电梯，解决了老年居民多年的爬楼难题。作为拥有大量上世纪多层住宅的城 市，长春将此类改造纳入城市更新项目，以"政府补助、居民共担"模式推进。不仅如此，全省范围内已启动5300个老旧小区改造，修缮 历史建筑30余处，整治历史文化街区4片，并计划持续推进"三老"（老小区、老街区、老厂区）转型提质。 这看似是民生工程，实则映射出中国城市发展逻辑的深刻转折——从追求规模扩张，转向深耕存量提质。 一、发展逻辑变了：从"大拆大建"到"精雕细琢" 过去二十年，城市生长靠的是外延扩张：拆旧建新、卖地盖楼，循环拉动增长。如今，城市开发边界逐步收紧，土地市场趋于平稳，新 房库存压力显现。未来房地产的机会在哪？答案或许就藏在那些历经岁月的老旧小区中。 据住建部早期数据，全国2000年前建成的老旧小区约22万个，涉及居民超亿人。若因设施老化、配套缺失导致资产贬值，将是社会财富 的巨大损失。而通过系统改造，这些"老资产"正被重新激活。 二、老房改造：不止"加电 ...

天眼查App显示，近日，深圳市创联捷建材有限公司成立，法定代表人为刘龙龙，注册资本10万人民 币，经营范围为建筑装饰材料销售；建筑陶瓷制品加工制造；建筑用钢筋产品销售；保温材料销售；建 筑砌块销售；建筑装饰、水暖管道零件及其他建筑用金属制品制造；建筑防水卷材产品销售；建筑材料 销售；水泥制品销售；建筑用金属配件销售；建筑防水卷材产品制造；耐火材料销售；轻质建筑材料销 售；防腐材料销售；阀门和旋塞销售。（除依法须经批准的项目外，凭营业执照依法自主开展经营活 动）无。 ...

天眼查App显示，近日，沅江市湘悦建材有限公司成立，法定代表人为徐志伟，注册资本100万人民 币，经营范围为一般项目：建筑材料销售；建筑砌块销售；建筑装饰材料销售；水泥制品销售；砖瓦销 售；普通机械设备安装服务；机械设备租赁；机械设备销售；土石方工程施工；园林绿化工程施工。 （除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

天眼查App显示，近日，宜春中筑建材有限公司成立，法定代表人为潘丙泉，注册资本5万人民币，经 营范围为许可项目：建设工程施工（依法须经批准的项目，经相关部门批准后在许可有效期内方可开展 经营活动，具体经营项目和许可期限以相关部门批准文件或许可证件为准）一般项目：建筑材料销售， 建筑装饰材料销售，建筑陶瓷制品销售，水泥制品销售，建筑用钢筋产品销售，建筑工程机械与设备租 赁，化工产品销售（不含许可类化工产品）（除依法须经批准的项目外，凭营业执照依法自主开展经营 活动）。 ...

天眼查App显示，近日，宜春奇迪建材有限公司成立，法定代表人为陈选德，注册资本50万人民币，经 营范围为一般项目：建筑材料销售，建筑装饰材料销售，建筑砌块销售，建筑陶瓷制品销售，轻质建筑 材料销售，建筑用金属配件销售，建筑防水卷材产品销售，建筑用钢筋产品销售，非金属矿及制品销 售，金属材料销售，五金产品零售，日用品销售，日用百货销售，保温材料销售，门窗销售，电线、电 缆经营，劳动保护用品销售，消防器材销售，日用玻璃制品销售，机械设备租赁，工程管理服务，劳务 服务（不含劳务派遣）（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

天眼查App显示，近日，江西鼎砂建材有限公司成立，法定代表人为胡土根，注册资本3000万人民币， 经营范围为许可项目：建设工程设计，施工专业作业，建设工程质量检测，建设工程监理，建设工程施 工，建筑智能化系统设计，住宅室内装饰装修，电气安装服务，建设工程勘察，测绘服务，建筑劳务分 包，输电、供电、受电电力设施的安装、维修和试验（依法须经批准的项目，经相关部门批准后在许可 有效期内方可开展经营活动，具体经营项目和许可期限以相关部门批准文件或许可证件为准）一般项 目：建筑材料销售，建筑装饰材料销售，建筑砌块销售，建筑用石加工，金属结构销售，五金产品零 售，涂料销售（不含危险化学品），工程管理服务，建筑工程用机械销售，建筑工程机械与设备租赁， 安全技术防范系统设计施工服务，金属结构制造，装卸搬运，专用设备修理，工业工程设计服务，工程 造价咨询业务，园林绿化工程施工，建筑物清洁服务，五金产品批发，劳务服务（不含劳务派遣），大 气污染治理，对外承包工程，土石方工程施工，金属门窗工程施工，工程技术服务（规划管理、勘察、 设计、监理除外），工业设计服务，技术服务、技术开发、技术咨询、技术交流、技术转让、技术推 广，地质勘查 ...

天眼查App显示，近日，合肥森钰建材有限公司成立，法定代表人为胡桂珍，注册资本100万人民币， 经营范围为一般项目：建筑材料销售；轻质建筑材料销售；五金产品零售；建筑装饰材料销售；劳动保 护用品销售；消防器材销售；家用电器销售；塑料制品销售；水泥制品销售；润滑油销售；建筑用钢筋 产品销售；机械设备租赁；劳务服务（不含劳务派遣）（除许可业务外，可自主依法经营法律法规非禁 止或限制的项目）。 ...

Report Industry Investment Rating No information provided. Core Viewpoints - Economic growth shows cost reduction and widespread decline in steel prices, with production - related indicators such as power plant daily consumption, blast furnace operation rate, tire operation rate, and loom operation rate showing different trends; demand - side data for real estate, automobiles, steel, cement, glass, and shipping also vary [1][4]. - Inflation is characterized by the agricultural product price index being higher than in recent years, with different price trends for various agricultural products; PPI shows weak oil prices, and different trends for copper and aluminum prices [2][4]. Summary by Directory 1. Economic Growth: Cost Reduction and Widespread Decline in Steel Prices 1.1 Production: Seasonal Increase in Power Plant Daily Consumption - **1.1.1 Production End: Seasonal Increase in Power Plant Daily Consumption** - On December 9, the average daily consumption of 6 major power - generation groups was 79.7 tons, a 2.3% increase from December 2; on December 2, the daily consumption of power plants in eight southern provinces was 190.8 tons, a 3.9% increase from November 25. Heating demand in the north boosts power consumption, but demand in non - power industries has limited growth [4][12]. - **1.1.2 Production End: Overall Decline in Blast Furnace Operation Rate** - On December 5, the national blast furnace operation rate was 80.1%, a 0.9 - percentage - point decrease from November 28; the capacity utilization rate was 87.1%, also a 0.9 - percentage - point decrease. However, the blast furnace operation rate of Tangshan steel mills increased by 2.4 percentage points. Heavy - pollution response measures and weakening demand in the off - season led to the decline [4][17]. - **1.1.3 Production End: Slight Recovery in Tire Operation Rate** - On December 4, the operation rate of all - steel truck tires was 63.5%, a 0.2 - percentage - point increase from November 27; the operation rate of semi - steel car tires was 70.9%, a 1.7 - percentage - point increase. The loom operation rate in the Jiangsu - Zhejiang region continued to decline [4][20]. 1.2 Demand: Cost Reduction and Widespread Decline in Steel Prices - **1.2.1 Demand End: Improved Monthly - on - Monthly New Home Sales in 30 Cities** - From December 1 - 9, the average daily sales area of commercial housing in 30 large - and medium - sized cities was 256,000 square meters, a 42.0% increase from November, but a decline compared to the same period in previous years. Sales in first - tier, second - tier, and third - tier cities all decreased year - on - year [4][25]. - **1.2.2 Demand End: Weak Growth in Automobile Retail Sales** - In December, retail sales decreased by 32% year - on - year, and wholesale sales decreased by 40% year - on - year. The low growth was due to high sales in December last year and the weakening impact of the trade - in policy [4][29]. - **1.2.3 Demand End: Widespread Decline in Steel Prices** - On December 9, the prices of rebar, wire rod, hot - rolled coil, and cold - rolled coil decreased by 2.4%, 2.1%, 2.7%, and 0.5% respectively compared to December 2. Steel inventory reduction accelerated [4][34]. - **1.2.4 Demand End: Moderate Increase in Cement Prices** - On December 9, the national cement price index increased by 0.4% compared to December 2, with prices in the East China and Yangtze River regions performing better. However, price increases were difficult to implement due to high inventory in some areas. The year - on - year decline in cement prices narrowed [4][35]. - **1.2.5 Demand End: Glass Prices Reached a New Low in the Second Half of the Year** - On December 9, the active glass futures contract price was 985 yuan/ton, a 5.2% decrease from December 2. Weak demand and high inventory were the main reasons [4][40]. - **1.2.6 Demand End: Container Shipping Freight Index Turned Down Again** - On December 5, the CCFI index decreased by 0.6% and the SCFI index decreased by 0.4% compared to November 28. Weak market demand and expanding container ship capacity dragged down freight rates [4][44]. 2. Inflation: Agricultural Product Price Index Higher than in Recent Years 2.1 CPI: Agricultural Product Price Index Higher than in Recent Years - **2.1.1 Pork Prices Rose and Then Fell** - On December 9, the average wholesale price of pork was 17.6 yuan/kg, a 0.1% decrease from December 2. The pressure came from the concentrated slaughter at the end of the year. The month - on - month decline widened [4][49]. - **2.1.2 Agricultural Product Price Index Higher than in Recent Years** - On December 9, the agricultural product wholesale price index increased by 1.1% compared to December 2. Different agricultural products had different price trends. The year - on - year and month - on - month increases in the agricultural product price index were 6.0% and 2.4% respectively [4][55]. 2.2 PPI: Weak Oil Prices - **2.2.1 Oil Prices Weakened** - On December 9, the spot prices of Brent and WTI crude oil were $62.8 and $58.3 per barrel respectively, a 2.2% and 0.7% decrease from December 2. Oversupply expectations and weakening geopolitical support led to the decline [4][58]. - **2.2.2 Copper Prices Rose and Aluminum Prices Fell** - On December 9, the prices of LME 3 - month copper and aluminum increased by 3.0% and decreased by 0.7% respectively compared to December 2. The domestic commodity index showed different trends in month - on - month changes [4][63]. - **2.2.3 Most Industrial Product Prices Declined Month - on - Month** - Since December, most industrial product prices declined month - on - month, with coking coal and coke having the largest declines. The year - on - year decline in most industrial product prices narrowed, except for cold - rolled sheet and glass [4][65].