养老地产

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广西钦州搭台推动城市与房地产高质量发展
Zhong Guo Xin Wen Wang· 2025-09-29 19:09
中新网钦州9月29日电(翟李强)"我们计划五年内建设保障性租赁住房2万套、人才公寓5000套,欢迎各 类资本参与。"广西钦州市委副书记、市长李玉成9月29日表示,当前钦州市正迎来平陆运河建设的历史 性机遇,愿与大家一起做携手共进的"城市高质量发展合伙人"。 当天,钦州市举行2025年城市和房地产高质量发展推介活动,通过实地考察、政策推介、经验交流等形 式,全方位展现钦州发展潜力,搭建合作共赢平台,推动城市与房地产高质量发展,并启动"购房节"。 据悉,为推动房地产市场平稳健康发展,钦州市已出台涵盖公积金、商业贷款、税收、规划管控、土拍 等一系列的政策。下一步,钦州市将持续深化政企合作、优化发展环境,统筹推进城市更新、产业升 级、住房保障等工作,加快建设宜居宜业宜游的滨海运河城。 李玉成表示,钦州市正以运河为城市新中轴,加快建设港产城融合、江海湖联动、人景业和谐的现代化 滨海运河城市。钦州市将为企业在钦投资提供全方位服务保障,对重大房地产项目实行"一事一议";在 行政审批方面开辟绿色通道,提供"管家式"的政务服务,实行"拿地即开工";鼓励支持金融机构创新金 融产品,加大对房地产行业信贷支持。(完) 李玉成出席活动 ...
未来五年:房地产行业变革趋势深度洞察
Sou Hu Cai Jing· 2025-08-31 13:49
Policy Direction - The long-term policy anchor of "housing is for living, not for speculation" stabilizes the market, ensuring housing returns to its residential essence and mitigating excessive financialization and speculation [2][3] - In the next five years, both central and local governments will implement diversified regulations on land supply, financial credit, and taxation to promote a more rational real estate market [2][3] Market Supply and Demand - The real estate market's supply-demand relationship will undergo significant changes influenced by demographic, economic, and social factors [4][5] - On the demand side, an aging population will increase the demand for senior housing, while younger generations will focus on personalized and high-quality housing, with smart and eco-friendly homes becoming popular [4][5] - On the supply side, land supply regulation will lead to more reasonable housing supply, prompting developers to adjust strategies to meet market demand, particularly in high-quality housing [4][5] Technology Application - The application of emerging technologies will enhance operational efficiency and service quality in the real estate industry [6][7] - Big data analysis will help better understand market demands and customer preferences, providing a basis for corporate decision-making [6][7] Regional Differentiation - There are significant differences in the real estate market across different regions, with first-tier and some second-tier cities having mature markets and strict policies, while third and fourth-tier cities have substantial potential but face challenges like population outflow [9] - Future development in third and fourth-tier cities may focus on unique characteristics, such as tourism and industrial real estate, supported by policy [9] Transformation Direction and Key Features - The real estate industry is expected to transition towards a stable, healthy, and diversified direction over the next five years [11] - Key features include normalized policy regulation, optimized supply-demand structure, widespread technology application, and ongoing regional differentiation [11] - Real estate companies should align with policy directions, monitor market demand changes, enhance technological innovation, and develop strategies based on regional characteristics [11]
夏亦丰:养老地产要从卖房回款的开发模式转型为更全周期的“康医学乐养”复合消费模式
Cai Jing Wang· 2025-08-13 10:49
Core Viewpoint - The future of the real estate sector, particularly in the context of elderly care, is shifting from a traditional "real estate + elderly care" model to a comprehensive "healthcare + leisure + elderly care" consumption model, which aims to better meet the diverse needs of the elderly population [1] Group 1: Industry Trends - The real estate industry is moving towards a full-cycle composite consumption model that integrates elderly care with various lifestyle needs, rather than focusing solely on property sales and basic care services [1] - The previous model of elderly care real estate was limited to basic medical and companionship services within fixed facilities, which was relatively simplistic and had low standards [1] Group 2: Future Opportunities - The new approach will not confine elderly living spaces to care institutions, allowing for a more open living environment that can stimulate new demands among the elderly [1] - The integration of elderly care with broader lifestyle needs is expected to create new opportunities in the real estate market, particularly in the context of an aging population [1]
2025年房市转折点已至:“买还是卖”,别错过最佳时期
Sou Hu Cai Jing· 2025-07-27 04:11
Core Viewpoint - The Chinese real estate market is undergoing significant transformation, entering a phase of contraction and structural optimization after nearly 30 years of rapid growth, with a notable decline in property prices and sales volume [1][2][3]. Market Trends - In 2024, the national sales area of commercial housing decreased by 12.6% to 1.01 billion square meters, and sales revenue fell by 15.2% to 9.5 trillion yuan, marking the lowest levels since 2015 [2]. - The proportion of real estate in GDP has dropped from nearly 30% at its peak to 17.2% in 2024, with expectations to further decline to around 15% in 2025 [2]. - The average price of a typical three-bedroom apartment in Beijing fell from 58,000 yuan per square meter in 2023 to 52,000 yuan per square meter in early 2025, reflecting a cumulative decline of 10.3% [1]. Demographic Changes - The population aged 65 and above accounted for 16.8% in the first quarter of 2025, while the proportion of the population aged 0-14 decreased to 10.9%, indicating a demographic shift [2]. - A projected natural population decrease of approximately 3.5 million in 2025 represents the largest decline since 1962 [2]. Financial Indicators - The household leverage ratio reached 131.5%, nearing the warning line of developed countries, with mortgage debt constituting 71.3% of total household liabilities [2]. - The average asset-liability ratio of the top 100 real estate companies reached 81.5%, indicating heightened financial stress within the sector [3]. Government Policy - The government has shifted its stance, emphasizing "housing for living, not speculation" and promoting stable development in the real estate market [5]. - The 2025 government report anticipates the addition of over 3 million units of affordable housing nationwide [5]. Investment Landscape - The rental yield for residential properties in first-tier cities was only 1.8% in the first quarter of 2025, lower than the yield on 10-year government bonds, indicating reduced investment attractiveness [7]. - The market is experiencing significant differentiation, with core areas in first-tier cities seeing slight price increases, while many third and fourth-tier cities face price declines exceeding 15% [7][8]. Emerging Opportunities - The long-term rental apartment market grew by 27.5% year-on-year in the first half of 2025, and investment in senior housing increased by 35.2%, highlighting new growth areas within the real estate sector [8].