他们一般的操作手法是，以低价买入好地段老破小，只要便宜位置好，越破越好。然后廉价 装修换新，对外出租，获取名义上的高租息，通常在5%以上。出租的同时，博取拆迁预期。 可是我看到有部分专业房产投资客也在卖出高租息产品，难道这不是互道SB？ 我想到的坑点 1、未来出现大量的长租公寓或保租房，替代这种老破小，毕竟年轻人很少愿意租老破小。 2、未来有没有可能出累进制的房产税？ 3、拆迁预期落空？ 老破小租金收益率肯定是不如同地段公寓的，后者房龄短、有电梯，通常租金会更高，而房 价却更低。 就凭不能用公积金直接冲抵房租这一点，老破小在保租房面前就毫无优势，而且租金便宜也 没用，如今的大厂青年从小都是养尊处优的小皇帝，对租金根本不敏感，宁肯多花一倍钱租 崭新有青年社区氛围的保租房，看也不看便宜的老破小。 钟爱一玉 peppps 在上海，大批国企（地产集团，城投集团，陆家嘴集团，各区国企）利用划拨土地开发的低 成本公租房，保租房批量上市60万套，已经在严重冲击散客租房市场，年轻人普遍更喜欢这 种干净整洁装修新有气派大堂健身场所社区食堂咖啡厅，而且还能用公积金冲抵月租金的保 租房社区，对租金并不敏感，以新江湾城的城投宽庭为例 ...

"整体来看，中央经济工作会议对2026年的经济工作做了全面部署，并多次强调要坚定信心。"中指研究 院指出，在房地产方面，"稳楼市"依然是2026年政策目标，各项政策措施有望继续落实，包括优化北上 深等城市限制性政策、收购存量商品房、创新金融和土地政策支持城市更新等方面，房地产作为最大的 内需之一，2026年在扩大内需方面仍将发挥重要作用。 年末将至，房地产市场明年的走向备受市场关注。据新华社消息，中央经济工作会议12月10日至11日在 北京举行，分析当前经济形势，部署2026年经济工作，同时对2026年的房地产工作作出明确部署。 会议明确提出，坚持守牢底线，积极稳妥化解重点领域风险。着力稳定房地产市场，因城施策控增量、 去库存、优供给，鼓励收购存量商品房重点用于保障性住房等。深化住房公积金制度改革，有序推 动"好房子"建设。加快构建房地产发展新模式。积极有序化解地方政府债务风险，督促各地主动化债， 不得违规新增隐性债务。优化债务重组和置换办法，多措并举化解地方政府融资平台经营性债务风险。 克而瑞地产研究分析认为，会议将"稳楼市"与"新模式""好房子"深度绑定，跳出短期刺激思维：收购存 量房作保障房实现去库存与 ...

2025年12月11日，由北京中指信息技术研究院主办，中国房地产指数系统、中国物业服务指数系统承办 的"2025中国房地产大数据年会暨2026中国房地产市场趋势报告会"在北京隆重召开。 2025年12月11日，由北京中指信息技术研究院主办，中国房地产指数系统、中国物业服务指数系统承办 的"2025中国房地产大数据年会暨2026中国房地产市场趋势报告会"在北京隆重召开。 会上，中指研究院发布《中国房地产市场2025总结&2026展望》、《2024年中国住房租赁市场总结与展 望》、《2025中国物业管理行业市场总结&2026趋势展望》等多份报告。 根据《中国房地产市场2025总结&2026展望》报告显示：2025年，全国房地产市场整体延续调整态势。 二季度以来新房销售边际转弱，二手房市场持续"以价换量"，市场整体仍处于"止跌回稳"过程中。 市场方面，2025年1-11月，重点城市改善性需求仍是市场重要支撑，在优质项目入市下，百城新房价格 累计上涨2.29%，涨幅较2024年同期持平。二手房市场延续"以价换量"，1-11月，百城二手房价格累计 下跌7.46%，价格仍面临调整压力。成交端来看，今年以来，核心城市在优质 ...

"住着住着家要换了。"这个冬天，长租公寓租客周洲（化名）感觉有点冷。 对于周洲来说，这或许是少数的好消息。她决定周末在周边看看房子，尽早决定换租还是退租。她也在考虑别的退路——政府保租房。 租金下降1200元，房东也在随行就市 和买卖市场的走势相仿，深圳租赁市场进入淡季后整体降温，但局部板块仍保持活跃，分化趋势明显。 "也要看缘分，在坂田有钱也不一定能找到合适的房子。"龙岗坂田链家经纪人王伟杰如此形容当前区域租赁市场的特殊性。 坂田作为深圳较早开发的工业园区，在本世纪初开始建设，周边城中村较多，老旧小区占据主导。对于租客来说，选择性有限，即便支付能力强，也不一 定能租到合适的房源。 周洲租住在某大型长租公寓品牌位于龙岗坂田某城中村的房源。几天前，管家突然通知称她，出于业主"重新规划资产"，原房东将收回房源自行运营。摆 在周洲面前的只有两个选择：换到品牌旗下其他门店，或者领违约金退租。无论哪个选项，她都得在月底前从已经熟悉的生活抽身。 同样收到清退通知的还有住在宝安福永的曾斐（化名）。管家给出的理由是：合同到期，整栋物业将交还业主经营，"预计在12月31日正式与大家告别"。 所幸经过协商，业主愿意降租400元并 ...

Group 1 - The core viewpoint of the articles emphasizes the ongoing efforts and plans by various cities in China to enhance the supply of affordable housing, particularly in the context of the "14th Five-Year Plan" and the upcoming "15th Five-Year Plan" [1][2][3] - Beijing's recent notification outlines a plan for the construction of 17 new affordable housing projects, totaling 19,800 units, along with 2,400 units from collected projects and 8,100 units from completed projects, which include public rental housing, guaranteed rental housing, and various resettlement housing projects [1] - Other cities, such as Guangzhou, are also making progress in affordable housing initiatives, with projects entering selection phases, indicating a broader trend of increasing affordable housing supply across the country [1][2] Group 2 - The "14th Five-Year Plan" has seen significant achievements in affordable housing development, with Chongqing constructing 583,000 public rental housing units and collecting 300,000 guaranteed rental housing units, breaking household registration restrictions to provide support for various housing-challenged groups [2] - The Ministry of Housing and Urban-Rural Development emphasizes the need for a combination of monetary and physical approaches to increase the supply of affordable housing, focusing on meeting the basic housing needs of urban wage earners and various struggling families [2] - Non-residential property conversions are being utilized to increase the supply of affordable housing, with projects in Beijing and Shenzhen focusing on transforming existing non-residential buildings into rental housing, which is seen as a beneficial approach to address housing supply and demand mismatches [3]

Core Insights - Beijing plans to construct 50,000 rental housing units and complete 80,000 various types of affordable housing by 2025, with tasks fully completed as of October 2023 [1] Group 1: Housing Construction Plans - The second batch of affordable housing construction plans for 2025 has been officially issued, including 17 new projects with 19,800 housing units, 7 collection projects with 2,400 units, and 7 completed projects with 8,100 units [1] - The plan includes 34 municipal road and utility projects corresponding to 13 projects that will start construction within the year [1] Group 2: Project Structure Optimization - The structure of rental projects has been further optimized, increasing the supply of housing for young talents and the "fast repair and cleaning" group [1] - In the second batch of plans, the proportion of rental housing products has reached 98%, with dormitory-type units accounting for 40%, a significant increase from the 85% ratio of apartment and dormitory-type products in the first batch [1]

Group 1: Housing and Construction - Beijing's Housing and Urban-Rural Development Committee announced the completion of the 2025 affordable housing construction tasks, including 17 new projects with 19,800 units, 7 collection projects with 2,400 units, and 7 completed projects with 8,100 units [1] - The plan includes public rental housing, guaranteed rental housing, and various types of resettlement housing, with a total of 50,000 rental housing units planned for construction by 2025 [1] Group 2: Financial Updates - Shenzhen Metro Group provided a loan of up to 1.666 billion yuan to Vanke A for repaying bond principal and interest, with a loan term of no more than 3 years and an interest rate of 2.34% [2] - CIFI Holdings reported a contract sales amount of approximately 1.1 billion yuan in October, with a sales area of about 113,300 square meters and an average contract sales price of 10,100 yuan per square meter [3] - New City Holdings achieved a contract sales amount of approximately 1.419 billion yuan in October, a year-on-year decrease of 4.38%, with a sales area of about 191,500 square meters, down 9.37% year-on-year [4] - R&F Properties announced the restructuring of a domestic bond with a principal balance of approximately 1.68 billion yuan, which was approved in a bondholder meeting [5]

Core Points - The Beijing Municipal Government officially issued the second batch of affordable housing construction plans for 2025 on November 7, which includes 17 new projects with 19,800 housing units [1] - The plan also includes 7 collection projects with 2,400 housing units and 7 completed projects with 8,100 housing units, along with 34 municipal road and utility projects [1] - The current batch encompasses public rental housing, guaranteed rental housing, and various types of resettlement housing [1] - For 2025, Beijing plans to construct 50,000 rental housing units and complete 80,000 units of various types of affordable housing, with the tasks fully completed by the end of October [1]

Core Points - Beijing's 2025 second batch of affordable housing construction plan has been officially released, including 17 new projects with 19,800 housing units [1] - The plan also includes 7 projects for collection with 2,400 housing units and 7 completed projects with 8,100 housing units [1] - The projects encompass public rental housing, guaranteed rental housing, and various types of resettlement housing [1] - By the end of October, the target of constructing 50,000 rental housing units and completing 80,000 units of various types of affordable housing for 2025 has been fully achieved [1] Project Details - The current plan includes 34 municipal roads and supporting infrastructure for 13 projects scheduled to start construction within the year [1] - The total number of housing units planned for construction in 2025 is 50,000, with a completion target of 80,000 units [1]

Group 1 - The rental market is experiencing a decline in prices across the country, with major cities like Beijing seeing a drop in rental rates for two-bedroom apartments by nearly 1,000 compared to last year, despite a slight increase in May due to the graduation season [2] - Nationally, rental prices have fallen for three consecutive months, with first-tier cities showing a smaller decline compared to second and third-tier cities, where some areas have seen drops exceeding 10% year-on-year [2][3] - The rental market's downturn has been evident since the second half of last year, with traditional peak seasons failing to stimulate demand, leading to lower occupancy rates in many cities [2] Group 2 - The introduction of affordable rental housing (保租房) is significantly impacting the market, with one project in Chaoyang District offering rents nearly 30% lower than surrounding areas, resulting in a diversion of clients from traditional landlords [3] - The disparity between first-tier and third- to fourth-tier cities is notable, as first-tier cities like Beijing maintain stronger rental support due to industrial presence, while lower-tier cities face more pronounced declines in rental prices [3] - Landlords are exhibiting mixed reactions to the market changes, with some reducing rents by 12% to secure tenants, while others remain resistant to lowering prices, believing that demand in first-tier cities will remain strong [3][4] Group 3 - The shift in power dynamics in the rental market is evident, with tenants now seeking affordable rental options, particularly affordable housing, which is perceived as both cheaper and more reliable [4] - The number of rental listings has decreased significantly, with many landlords resorting to flexible pricing strategies to attract tenants, indicating a cooling rental market [4]