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 Points - Shenzhen's Housing and Construction Bureau issued new regulations for the provision of affordable housing in urban renewal projects, allowing adjustments to previously planned affordable housing units [1][2] - The new regulations permit up to 40% of the planned sale-type affordable housing to be converted into commercial housing, with the remaining 60% to be transferred to the government as land [1] - An alternative option allows for 50% of the planned sale-type affordable housing to be converted into commercial housing and the other 50% into rental-type affordable housing, which will also be transferred to the government without land price payment [1][2] Industry Impact - The policy aims to expedite the initiation of existing projects and address historical issues related to housing relocation, thereby revitalizing the real estate market [2] - The adjustment is seen as a response to market downturns, where existing projects face financial challenges under previous regulations, potentially leading to issues such as asset deterioration and debt problems [2] - The new rules provide a clear signal to the market, indicating a shift in the approach to affordable housing provision in urban renewal projects [2]

前两天，深圳市住建局在官网公示了两份重要的文件： 《深圳市配售型保障性住房管理办法（征求意见稿） 》、《深圳市保障性住房规划和建设管理办 法（修订征求意见稿） 》。 这两个文件一出，就意味着 一线城市的"配售型保障房"终于要进入市场！ 可能很多人还不清楚，到底什么是配售型保障房？ 下面我给大家解释一下。 根据国家的要求以及上述文件，未来的保障性住房有三种： 1、公共租赁住房，面向符合条件的住房和收入困难的家庭 2、保障性租赁住房，面向符合条件的新市民、青年人、各类人才等群体 3、配售型保障性住房，面向符合条件有住房需求的居民。 一线城市的房地产，终于有了最新消息。 所以所谓的配售型保障性住房，就是ZF面向市民正常出售的保障房。 那深圳接下来的配售型住房和之前的安居房以及人才房有什么区别？ 从最新的文件来看，有一句话特别值得注意： 配售型保障性住房实施封闭管理，禁止以任何方式变更为商品住房 大家要知道，各地早期创设的保障房类型中，安居房、人才房在出售并封闭若干年后，可以在补 差价后获得100%产权，变身为商品房，自由上市交易。 因此，改制之后的配售型保障性住房，和之前的安居房、人才房最大的差别就是： 这些房子未 ...

Core Points - Shenzhen's housing authority has released two drafts for public consultation regarding the management of affordable housing, clarifying the framework for the new "purchase-based affordable housing" policy, which will be permanently non-transferable to commercial properties [1] - The new affordable housing system in Shenzhen will consist of three categories: public rental housing for residents in need, rental housing for new citizens and talents, and purchase-based affordable housing aimed at low-income workers, which is the only category that can be sold [1][2] - The existing market includes three types of saleable policy housing: saleable affordable housing, saleable talent housing, and shared ownership housing, with the latter being a relatively new product with limited availability [1][2] Summary by Category Affordable Housing Policy - The purchase-based affordable housing (referred to as "配保房") will have strict management and will not be convertible to commercial properties, thus enhancing its protective attributes [1][2] - The policy aims to provide housing options for middle and low-income earners, with units sized below 70 square meters and strict regulations against changing their status [2] Market Dynamics - The rental return rates are a key indicator for assessing housing prices, and the introduction of purchase-based affordable housing is expected to lower overall housing costs and improve rental yields [3] - The existing affordable housing options, such as saleable affordable housing and talent housing, are still available in significant numbers, but they can eventually convert to commercial properties, which may limit the stock of affordable housing [3]

Group 1 - The first residential building of the largest affordable housing project in Haikou has completed its main structure topping ceremony, with three affordable housing projects expected to be launched in the second half of the year [2][3] - The project, located in the Haikou Hong Kong-Macao Development Zone, has a total investment of 3.6 billion yuan and a total construction area of 412,200 square meters, including 22 residential buildings and various commercial facilities [3] - The project aims to provide over 2,700 affordable housing units and has adopted a prefabricated construction approach with an assembly rate exceeding 50% [2][3] Group 2 - The construction faced challenges such as rainy seasons, high temperatures, and strong typhoons, but the project has progressed efficiently over 11 months [2] - The project is expected to showcase model homes in October and achieve sales by the end of the year, with a construction peak involving over 2,000 workers [2][3] - Haikou plans to complete 5,000 affordable housing units this year to enhance living conditions for residents, ensuring quality and safety in housing [3]

Core Insights - Sanya is expected to launch 1,453 affordable housing units in 2025, with plans to start construction on an additional 762 units [1][2] Group 1: Housing Supply - The existing unsold affordable housing units in Sanya total over 800 [1] - The 1,453 units to be launched in 2025 include projects in various locations with average selling prices ranging from 12,800 to 13,400 CNY per square meter [1] - The planned construction of 762 units will also feature projects with average selling prices of 12,800 to 16,800 CNY per square meter [1] Group 2: Demand and Application Process - The new housing supply is expected to meet the housing demand in Sanya from the end of 2025 to the end of 2026, with future construction to follow a "demand-based" principle [2] - The application process for affordable housing has been streamlined to an online system, requiring specific documentation from applicants [2]