长江商报消息 民生无小事，枝叶总关情。2025年初，湖北省委省政府向荆楚人民庄严承诺：继续实施 10大类55项民生实事，努力把群众身边的大事小情解决得更好，让老百姓心里更暖、笑容更多。 2025年以来，为贯彻落实湖北省政府办公厅《关于务实推进全省2025年十大民生项目的通知》，湖北省 住建厅研究制定了《省住建厅落实全省2025年十大民生项目工作方案》，全速推进十大民生项目取得实 效。 根据湖北省住建厅日前披露的数据显示，截至7月底，全省住建部门负责的14个民生事项中，10个定量 事项均达到时序进度，其中3个已经完成、7个完成进度超过70%；4个定性事项正在积极推进。 持续推进安居宜居工程 在安居方面，全省2025年十大民生项目工作方案中共有7项年度目标，包括：新增筹集（开工）保障性 住房7万套（间），完成城中村改造安置房5万套（户），新建城市口袋公园220个，新开工城镇老旧小 区改造2000个，既有住宅加装电梯2000台以上，推进城市基础设施补短板和更新改造专项行动，培育乡 村建设工匠1.2万人次以上。 新增公共停车位8.15万个 在纾解生育后顾之忧方面，年度目标包括推动市、县持续开展对生育二孩、三孩的家庭实 ...

Group 1: Urban Development and Real Estate Policies - China's urbanization is transitioning from rapid growth to stable development, focusing on quality improvement of existing urban structures rather than large-scale expansion [10][11] - Recent policies across various regions aim to stabilize the real estate market by promoting urban renewal and optimizing housing supply, which is crucial for activating domestic demand [11][12] - The introduction of new policies, such as supporting multi-child families and innovative housing solutions, is designed to lower barriers to homeownership and enhance purchasing power [12][15] Group 2: City Renewal Initiatives - Urban renewal is recognized as a pivotal turning point for city development, facilitating the enhancement of existing resources and promoting economic stability [10][12] - Projects like the Beijing Dajixiang, which integrates cultural heritage with commercial space, exemplify successful urban renewal efforts that attract significant foot traffic and revitalization [13] - Major cities like Shanghai, Guangzhou, and Shenzhen are accelerating their urban renewal projects, indicating a trend towards faster implementation of such initiatives [14] Group 3: Market Outlook and Future Trends - Experts predict that the combination of demand stimulation, inventory reduction, and risk prevention will form a comprehensive policy framework, leading to a healthier real estate market [15][16] - The focus on creating a new development model in real estate is expected to enhance the quality of housing supply, aligning it with the evolving needs of the population [15][16] - The cumulative effects of recent policies are anticipated to manifest in the continued stabilization and growth of the real estate market in the coming months [16]

Core Viewpoint - Changchun Urban Development Investment Holding (Group) Co., Ltd. has been rated "AAA" by China Chengxin International, reflecting its strong economic and financial capabilities as the capital city of Jilin Province, with significant government support expected in the future [1][3]. Group 1: Company Overview - Changchun Urban Development Investment Holding (Group) Co., Ltd. was established in September 2013 as a large state-owned enterprise with an initial registered capital of 5 billion yuan, which has increased to 5.022 billion yuan by March 2025 [2]. - The company is the largest local state-owned enterprise group in Changchun and plays a crucial role in urban infrastructure investment and financing [2]. - The company focuses on industrial investment and services for the real economy, aligning with the modern industrial system construction in Changchun [2]. Group 2: Business Operations - The company’s core business areas include infrastructure construction, affordable housing development, urban renewal, village renovation, urban gas, real estate development, and state-owned asset management [2]. - In 2024, the company plans to add a new urban gas business, which is expected to provide stable cash flow through gas and pipeline leasing [1][2]. Group 3: Credit Rating and Outlook - China Chengxin International anticipates that the credit level of Changchun Urban Development Investment Holding (Group) Co., Ltd. will remain stable over the next 12 to 18 months [3].

Investment Rating - The report suggests a positive outlook for the real estate sector, recommending to buy on dips due to low valuations and potential policy benefits [7]. Core Insights - The A-share real estate sector increased by 3.9% this week, ranking 6th among all sectors, while the Hong Kong real estate sector rose by 1.6%, ranking 5th [3]. - The average premium rate for land transactions has rebounded to 12%, with a significant decrease in transaction volume compared to previous weeks [3]. - The report highlights a seasonal low in commodity housing sales, with a 2% decrease week-on-week and a 13% decrease year-on-year [4]. - The report indicates that the real estate data is stabilizing at the bottom, but further efforts are needed for recovery [6]. Summary by Sections Market Review - The report notes that the real estate sector in A-shares and Hong Kong has shown positive performance, with specific stocks experiencing significant gains [3][22]. - The property service and management index in Hong Kong increased by 2.2%, outperforming other indices [28]. Land Market - In the week of August 9-15, 2025, the total area of residential land sold across 300 cities was 450 million square meters, reflecting a 42% decrease week-on-week and a 49% decrease year-on-year [33]. - The cumulative area of residential land sold from the beginning of 2025 to date is 22,895 million square meters, showing a 4% year-on-year decline [33]. Housing Sales - The report indicates that 264 million square meters of commodity housing were sold in 47 cities during the week, with a 2% decrease from the previous week and a 13% decrease year-on-year [4][38]. - The sales volume in first-tier cities increased by 7% week-on-week, while second-tier cities saw a 20% decrease [4]. Policy and Market Dynamics - The People's Bank of China announced a 300 billion yuan re-loan for affordable housing, aimed at supporting local state-owned enterprises in acquiring existing residential properties [5][14]. - The report emphasizes the need for policy optimization to accelerate the acquisition of existing housing stock to aid in inventory reduction [5][14]. Investment Recommendations - The report recommends focusing on developers with strong operations and potential benefits from policy changes, particularly those active in core first and second-tier cities [7]. - Specific companies highlighted for investment include Jianfa International Group, Greentown China, and China Overseas Development [7].

Group 1 - The current consumption deficiency in China is a structural deviation that needs to be addressed through investment policies and funding to stimulate consumption and create new growth momentum for transformation [1] - The low proportion of service consumption in GDP indicates a structural issue in consumption, necessitating structural reforms focused on enhancing the consumption capacity of low-income groups, particularly in education, healthcare, affordable housing, and social security [1][2] - The proposal includes three reforms: first, addressing the structural housing deficit for new citizens, allowing local governments to use special bonds to acquire unsold housing for affordable housing projects [1][2] Group 2 - The disparity in pension benefits between urban workers and rural residents, which is nearly 30 times, significantly impacts consumption capacity and economic growth, suggesting a need for a more equitable pension system [2] - Recommendations for pension reform include increasing rural pensions to 620 yuan per month within three years and to 1000 yuan within five years to reduce the urban-rural gap [2] - The second urbanization wave should be driven by the smooth flow of production factors between urban and rural areas, aiming to double the middle-income group from 400 million to 800-900 million in about ten years to boost consumption, especially in services [3]

Core Viewpoint - The current consumption shortfall in China is a structural deviation that requires investment policies and funding to stimulate consumption and create new momentum for stable growth and transformation [2][3][4]. Consumption Shortfall - China's economic recovery faces severe challenges due to insufficient demand, primarily stemming from low consumption rather than investment [3]. - The consumption rate in China is comparatively low, indicating a structural deviation, particularly in service consumption related to education, healthcare, housing, social security, and elderly care [3][4]. - The largest gap in consumption is found among rural residents, especially among nearly 300 million migrant workers and 200 million rural workers who have moved to cities [3][4]. Concept of "Terminal Demand" - The concept of "terminal demand" combines consumption and non-productive investment, focusing on real estate and infrastructure related to people's livelihoods [4]. - Historical rapid growth in real estate and infrastructure has led to overextension, contributing to current economic challenges such as low prices and nominal growth below actual growth [4][5]. Policy Recommendations - Investment policies should focus on stimulating consumption to address the low consumption ratio, aiming to raise the consumption share of GDP to a reasonable level as a hard task for stable growth [8][9]. - Structural reforms should target low-income groups to enhance their consumption capacity, particularly in essential service sectors [9][10]. Structural Reforms - Three key areas for structural reform include: 1. Addressing housing shortages for migrant workers by allowing local governments to use special bonds to acquire unsold housing for affordable housing projects [10]. 2. Reforming the pension system to ensure coverage for all residents, aiming to gradually increase pension income to 1,000 yuan/month over five years [11][12]. 3. Promoting a second wave of urbanization by facilitating the smooth flow of production factors between urban and rural areas, targeting the development of small and medium-sized towns [13].

本报记者 陈潇 8月15日，海南省住房和城乡建设厅等部门联合发布《关于进一步优化调整有关调控政策的通知》（以下简称"《通 知》"）。该《通知》从盘活存量商品房、加大房地产市场财税金融支持、满足引进人才住房需求、优化审批等方面推出一揽 子举措。 业内人士指出，本轮政策是兼顾短期去库存与长期稳预期的"组合拳"，针对当前库存结构性压力和区域分化问题，释放 了"稳楼市"信号。 具体来看，在盘活存量商品房方面，《通知》主要提及收购存量商品房，盘活商服用地和商办用房，优化被征迁居民的安 置方式等内容。 在收购存量商品房等方面，《通知》明确提出，结合地区实际需求，稳妥有序推进收购存量商品房用作保障性住房、城中 村和危旧房改造安置房。 "本次政策明确支持商服用地'商改住'，支持商服用地调整为安居房、租赁住房用地，并支持符合条件的商办用房转为租赁 住房、安居房，有利于更好地盘活存量商办项目，预计未来更加细化的配套政策将进一步落地。"陈文静表示。 与此同时，《通知》还提及鼓励"以购代建""房票安置"等多项举措。海南省统计局最新公布数据显示，2025年上半年海南 全省成交新房建筑面积475.48万平方米，总金额达约791.6亿元。 ...

8月15日，海南省发布9条楼市新政，其中在需求端提出，取消普通住宅和非普通住宅标准、支持多孩家庭购房、支持居民 换购改善住房、支持引进人才申领购房及住房租赁补贴等，多方面释放并满足引进人才和本地居民家庭住房需要。 业内人士认为，本次海南楼市政策优化从供给和需求两端进行调整，其中，提升对多孩家庭购房的支持力度，强化对引进人 才的购房、租房支持，有利于需求进一步释放，预计未来随着政策落地落实，将对海南市场回稳起到一定积极效果。 海南取消普通住宅和非普通住宅标准 8月15日，海南省住建厅等部门发布了《关于进一步优化调整有关调控政策的通知》。《通知》主要从供给和需求两方面进行 优化调整。 | | | | ---------- | 请输入您要搜索的关键字 | | | --- | --- | --- | --- | --- | --- | | zjt.hainan.gov.cn | | | | | | | 首页 | 机构介绍 | 要闻动态 | 信息公开 | 解读回应 政务服务 | 数据开放 | | Q 首页 > 房产物业 | | | | 分享到: | (8) (8) (4) (1) | | | 索 引 号: 008173 ...

来看海南楼市新政。 8月15日，海南省发布9条楼市新政，其中在需求端提出，取消普通住宅和非普通住宅标准、支持多孩家庭购房、支持居民换购改善住房、支持引进人才申 领购房及住房租赁补贴等，多方面释放并满足引进人才和本地居民家庭住房需要。 业内人士认为，本次海南楼市政策优化从供给和需求两端进行调整，其中，提升对多孩家庭购房的支持力度，强化对引进人才的购房、租房支持，有利于 需求进一步释放，预计未来随着政策落地落实，将对海南房地产市场回稳起到一定积极效果。 海南取消普通住宅和非普通住宅标准 中指研究院政策研究总监陈文静指出，优化多孩家庭住房套数认定，给予信贷支持，有助于降低多孩家庭的购房成本，释放购房需求。持续为引进人才发 放购房补贴，并明确对租赁保障性租赁住房的给予住房租赁补贴，进一步降低人才购房、租房压力。满足条件的购房者给予个税退税优惠，继续落实此前 全国性政策。取消普宅标准主要影响房企的土地增值税计算，对于二手房交易无直接影响。 在供给端，新政提出，支持盘活存量房地产用地和用房。一是加大专项债、公积金增值收益等政策工具支持力度，对收购存量商品房用作保障性住房、公 共租赁住房以及保障性租赁住房等方面提出支持政策 ...

Core Viewpoint - Dongguan's Housing and Urban-Rural Development Bureau announced a plan to collect existing commercial housing for use as affordable housing to stabilize the real estate market and promote healthy development [1][4]. Group 1: Announcement Details - The announcement specifies that the collection includes completed existing commercial housing and under-construction unsold commercial housing that has a clear completion date and minimal remaining work [2][3]. - Collected housing must have clear asset liabilities and legal relationships, and must have obtained completion acceptance records, allowing for property rights certification [3]. - For rental housing, the unit area must not exceed 70 square meters, while for sale-type affordable housing, it must not exceed 90 square meters [3]. Group 2: Collection Criteria and Priorities - The collection will be conducted by building or floor units, and rental housing must have relative independence for closed management [3]. - Priority will be given to real estate companies with inventory housing facing imminent debt repayment issues [3]. Group 3: Policy Context and Financial Support - The 2025 Housing Development Annual Plan for Dongguan emphasizes the need to utilize existing commercial housing policies and explore various funding channels for acquisition [4]. - Since 2024, over 60 cities nationwide have expressed support for state-owned enterprises to acquire existing commercial housing for affordable housing purposes [4]. - Funding sources for the acquisition include housing rental group purchase loans, affordable housing refinancing, and special bonds [4].