2025.08. 12 本文字数：2685，阅读时长大约5分钟 作者 | 第 一财经 马一凡 上海为商务楼宇转型租赁住房正式打开政策通道。 近期发布的《上海市人民政府办公厅关于推进商务楼宇更新提升的实施意见》明确，允许符合一定条件的存量商务楼宇可以兼容租赁住房 （含人才公寓）、养老托幼等功能，并将建立15年全周期合同管理模式。 业内人士认为，这一政策将使得被禁止多年的"商改住"未来变得合法合规、高效且风险可控，上海核心片区也将迎来高品质的租赁住房供给。 据统计，上海现有约一万栋商务楼宇，部分楼龄超30年的老旧写字楼面临设备老化、坪效低的问题，兼容租赁住房功能将有效缓解核心区 域"职住不平衡"难题，同时也给资本市场带来大量新的投资标的。 上海为商务楼宇改造送出"政策礼包" 近日，上海重磅发布《上海市人民政府办公厅关于推进商务楼宇更新提升的实施意见》（以下简称"实施意见"）及相关问题解读。 实施意见中提到，要推进商务楼宇功能拓展和融合发展，支持存量商务楼宇分区分类兼容符合地区发展导向和人民群众生产生活需求的功能 业态。 具体来看，在城市主中心和副中心区域，实施意见鼓励商务楼宇兼容科技创新、商业酒店、文化体育、教育 ...

Core Viewpoint - The article discusses the significant changes expected in the demolition and housing renovation sector in China by 2025, highlighting two main categories of properties that will likely be prioritized for demolition: non-compliant brick-concrete structures and inefficient industrial land [1][3]. Group 1: Housing Renovation and Demolition Trends - Since the initiation of the urban renewal program in 2013, over 60 million housing units have been renovated, with an average annual demolition of over 8 million units from 2015 to 2020, contributing to a 37% increase in commercial housing sales area [3]. - Following the end of the demolition plan in 2021, the average annual demolition volume dropped to less than 2 million units, leading to a period of adjustment in the real estate market [3]. - The Central Economic Work Conference in December 2024 proposed the "Urban Renewal 2.0 Strategy," signaling the start of a new round of demolition plans [3]. Group 2: Key Categories for Demolition - The first category includes brick-concrete structures that do not meet the seismic standards, with approximately 3.5 billion square meters still in existence, primarily built before 1990 [5]. - The second category involves the transformation of inefficient industrial land, with new policies allowing local governments to convert industrial land with over 30% vacancy into residential land [5]. Group 3: Market Dynamics and Opportunities - The new demolition policies emphasize market-oriented operations, requiring a self-balancing rate of at least 85% for projects and encouraging the "bring a plan to auction" model [6]. - Compensation standards have been updated to include a "one-for-one plus 15% area subsidy" approach, which aims to protect the interests of displaced residents [6]. - The transformation of industrial land into residential areas is expected to optimize urban space and enhance land value, providing real estate developers with promising opportunities [5][6].

Core Points - Zhengzhou will launch the fifth batch of talent apartments for rental on June 30, 2025, with a total of 3,164 units available across five projects in various districts [1][2][3] - The apartments are fully furnished and designed for immediate occupancy, catering to talents with specific educational qualifications and employment status in Zhengzhou [3] Group 1: Project Details - Zhengzhou Chengfa Changchun Meiyu in Zhongyuan District offers approximately 960 one-bedroom units, with rental prices ranging from 708 to 888 CNY per month [1] - Zhengzhou Chengfa Longxi Meiyu also in Zhongyuan District has 502 units, including 34 two-bedroom and 468 three-bedroom apartments, with rental prices between 1,267 and 1,913 CNY per month [1] - Zhengzhou Chengfa Jinsha Meiyu in Erqi District provides 323 one-bedroom units, with rental prices from 773 to 1,277 CNY per month [2] - Zhengzhou Chengfa Guyuan Meiyu in Huiji District offers 109 two-bedroom units, with rental prices ranging from 1,127 to 1,158 CNY per month [2] - Zhengzhou Chengfa Xingze Meiyu in Xingyang City has 208 units, with rental prices between 712 and 1,061 CNY per month, featuring low-energy design [2] - Zhengzhou Chengfa Zinan Meiyu in Guancheng District includes 1,062 units, with rental prices from 859 to 2,145 CNY per month [3] Group 2: Eligibility and Application Process - The rental program targets university graduates and high-level talents recognized by the city, with specific application conditions outlined in the Zhengzhou Talent Apartment Management Guidelines [3] - The online application process will be conducted through the "Zhenghao Ban" app, allowing applicants to apply, select units, sign contracts, and withdraw if necessary [3] - Priority for unit selection will be given to high-level talents and urgent industry needs from June 30 to July 1, 2025, with general applicants starting from July 1, 2025 [3]

Group 1 - The Beijing Economic Development Zone's International Talent Community Phase II project has reached a significant milestone with the completion of concrete pouring for the kindergarten and community commercial complex, achieving full structural topping for plots 3, 4, and 5 [1][2] - The project aims to create a balanced living and working environment for various talent groups, focusing on diverse and high-quality residential spaces and facilities [1] - Plot 3, which was topped last November, targets technical and management elites, featuring a total construction area of approximately 103,700 square meters with various apartment types [1] Group 2 - Plot 4 aims to establish a livable and workable ecological community for young talents, covering a total area of about 167,500 square meters, including 9 talent apartments and a kindergarten [1][2] - Plot 5 has a total construction area of approximately 208,500 square meters, featuring 11 white-collar apartments aimed at innovative and entrepreneurial youth, along with a community commercial complex [2] - The construction of the three plots is progressing steadily with ongoing work on secondary structures, electromechanical installations, roofing, and interior and exterior decoration [2]

Core Points - Zhengzhou is launching the fourth batch of talent apartments for rental on June 18, 2025, with a total of 554 units and 1752 rooms available [1] - The rental prices for the apartments range from 1992 to 2438 CNY per month for the Jinshui District and from 1420 to 1918 CNY per month for the Zhongyuan District [1] - The rental process will be conducted online through the "Zhenghao Ban" app, allowing applicants to apply, select, sign contracts, and withdraw [2] Summary by Category Project Details - The Jinshui District project, Zhengzhou Chengfa Xingda Meiyu, offers 384 units with sizes ranging from 106.35 to 134.45 square meters, including 294 three-bedroom and 90 four-bedroom units [1] - The Zhongyuan District project, Zhengzhou Chengfa Longxi Meiyu, provides 170 units, all three-bedroom units sized between 90.61 and 131.22 square meters [1] Rental Conditions - Eligible applicants include university graduates with at least a diploma, high-level talents, PhDs, and urgently needed talents recognized by the city's Human Resources and Social Security Bureau [1] - Priority for selection is given to high-level talents and PhDs from June 18 to June 19, while other eligible young talents can select from June 19 until all units are rented out [2]

Core Viewpoint - The housing rental industry in China is experiencing robust growth, driven by diverse rental demands, a more varied supply structure, and improved financing conditions for rental housing REITs [1][4][5] Group 1: Rental Demand Diversification - The demand for rental housing is becoming more diverse, with urbanization and demographic changes creating new opportunities in the rental market. Nearly 40 million people in major cities are renting, with a significant shift towards quality and multi-functional living spaces [1][2] - The demand for talent apartments is expanding as high-tech companies offer subsidies to attract and retain skilled workers [2] - Young families are emerging as a significant force in the rental market, leading to increased demand for educational, medical, and community safety services [2] - There is a growing demand for high-quality rental housing, with initiatives promoting "green and smart" living environments [2] Group 2: Supply Structure Diversification - The supply of rental housing is becoming more diversified, with both government-supported affordable housing and market-driven long-term rentals playing key roles. Affordable housing targets new citizens and young people [2][3] - The government is actively supporting the acquisition of existing properties for affordable housing, enhancing supply channels [3] - Rental companies are increasingly focusing on revitalizing idle assets, with new project types including affordable housing, talent-specific rentals, and serviced apartments [3] Group 3: Financing Environment Improvement - The financing environment for the rental housing market is improving, with the introduction of REITs providing a significant capital engine for the industry. The performance of affordable housing REITs has outpaced other infrastructure sectors [4] - Various innovative financing products, such as Pre-REITs and asset-backed securities, are emerging, enhancing capital allocation for rental companies [4] - Domestic and international capital is increasingly attracted to long-term rental assets, indicating a vibrant investment market [4]

Core Viewpoint - The article discusses various policies and initiatives implemented by local governments and companies to support housing needs for recent college graduates, focusing on rental and home purchase assistance to attract and retain talent in different cities [2][8]. Group 1: Rental Support Policies - Many cities are introducing diverse rental support policies for recent graduates, including talent apartments and rental subsidies, to alleviate housing costs [2][5]. - For instance, in Wuhan, eligible graduates can apply for talent rental housing with rent reductions of up to 1,500 yuan per month for a maximum of three years [4]. - Qingdao has implemented a policy providing up to six months of rent-free accommodation for graduates within three years of graduation [5][6]. Group 2: Company Initiatives - Some companies are enhancing their support for graduates by offering housing allowances and dormitory accommodations, further reducing the financial burden on new employees [7]. - A company in Beijing provides an 800 yuan monthly housing subsidy for employees who do not stay in company-provided dormitories [7]. Group 3: Home Purchase Support Policies - As graduates' living situations stabilize, many cities are shifting focus to home purchase support, including subsidies and favorable loan terms to encourage home buying among young professionals [8][9]. - Policies in cities like Zhuzhou and Wuhan include financial incentives for first-time homebuyers, such as purchase subsidies and enhanced loan limits [9][10]. - Shanghai has introduced measures allowing graduates to access higher loan amounts and favorable repayment terms for housing loans [10]. Group 4: Broader Implications - The support for graduates in terms of housing is aligned with national policies aimed at improving employment opportunities for youth and stabilizing the real estate market [9][10]. - Experts suggest that these initiatives not only help graduates settle in urban areas but also contribute to the overall health of the local real estate market by boosting housing consumption [10].

Core Viewpoint - Various cities in China are implementing policies to support housing for college graduates, focusing on rental subsidies and home purchase assistance to attract and retain talent in urban areas [1][5][7] Group 1: Rental Support Policies - Cities like Wuhan are offering talent apartments with significant rent reductions, allowing master's graduates to save up to 1,500 yuan per month for up to three years [2][3] - Qingdao has introduced a policy providing up to six months of free accommodation for graduates within three years of graduation, extendable to twelve months for those who secure employment [3][4] - Beijing has launched a tiered housing support system for graduates, including free accommodation for job seekers and discounted long-term rentals for employed graduates [4][6] Group 2: Home Purchase Assistance - Many cities, including Zhuzhou and Wuhan, are rolling out policies to reduce home purchase costs for graduates, such as offering purchase subsidies and lowering down payment requirements [5][6] - Suzhou has proposed increased loan limits for first-time homebuyers among new graduates, allowing for a loan amount up to 1.5 times the standard limit [6] - The introduction of "low monthly payment" housing loan products in Qingdao aims to ease the financial burden on young professionals [6][7] Group 3: Broader Implications - The support for graduates aligns with national policies aimed at enhancing employment opportunities for youth and stimulating housing consumption [7] - The initiatives are expected to help reduce housing inventory in local markets while fostering a more stable living environment for young professionals [7]

Core Insights - Zhengzhou is actively developing affordable rental housing for new citizens and young professionals, exemplified by the Ding Sheng Mei Yu Talent Apartment, which offers a convenient living environment and transparent application process [1][2] - The Zhengzhou Urban Development Group has successfully operated over 59,000 talent apartment units, serving more than 70,000 tenants, with a focus on attracting high-level talent and young residents [2][3] - By the end of next year, the total operational scale of talent apartments in Zhengzhou is expected to exceed 100,000 units, incorporating modern design and amenities to enhance the living experience for young professionals [3] Group 1 - Zhengzhou's talent apartments provide a new housing option for young professionals, featuring fully furnished units and quick maintenance services [1] - The city has implemented various initiatives to support youth development, including the establishment of a Youth Innovation Development Fund and talent subsidies [1][2] - The recent launch of the third batch of talent apartments includes 2,052 units across multiple districts, designed with modern aesthetics and high-quality living standards [2] Group 2 - The talent apartment program has shown a significant attraction for high-level educational talent, with 10% of tenants holding doctoral or master's degrees [2] - A notable 93% of tenants are from outside Zhengzhou, indicating the program's effectiveness in retaining external talent [2] - The future development of talent apartments will include smart home experiences and shared spaces to enhance community engagement among young residents [3]

Group 1 - The core focus of the news is on the initiatives taken by the Xiaoshan District to improve housing conditions for the youth, emphasizing the launch of the "Youth Quality Rental Season" event to provide better rental options and support for young people [1][2] - The event featured over 10 housing rental companies showcasing "settlement gift packages" aimed at young renters, including benefits like internet fees, property fees, and cleaning services [1] - The establishment of the "Xiaoshan District Safe Living Alliance" aims to standardize and enhance rental services, ensuring tenant rights and creating a secure rental environment for young talents [1] Group 2 - Xiaoshan District has prioritized housing security as a key strategy for attracting and retaining talent, implementing various measures to promote a healthy rental market [2] - The district has developed a dual-coordinated living ecosystem for youth, creating a "15-minute youth living circle" and a comprehensive housing security policy that includes public rental housing and special rental housing for talents [2] - Recent upgrades to the rental subsidy policy have expanded eligibility from undergraduate to associate degree holders, with a subsidy of 12,000 yuan over three years for associate degree holders and an increased subsidy of 36,000 yuan over three years for undergraduate holders [2]