曾经的"香饽饽"，如今的"烫手山芋"：拆迁安置房为何跌落神坛？ "肠子都悔青了！"老刘叔拍着大腿，悔恨之情溢于言表。几年前，他满心欢喜地花41万买下一套安置 房，又投入18万进行装修，总共花费了六十多万。不曾想，前几日中介却告诉他，如今市场上买家出价 仅26万，这巨大的落差让他百思不得其解：为何当初看中的安置房，如今却跌跌不休？更令他郁闷的 是，他刚勉强同意出售，买家又反悔了，甚至放出风来，说已经看中了小区里同款户型，价格只要22 万…… 这究竟是怎么回事？曾经价格低廉、备受追捧的安置房，为何如今却无人问津，甚至出现大幅贬值？一 位有着十年经验的金牌销售，对此现象进行了深入剖析，道出了拆迁户都难以接受的真相，让我们一起 揭开安置房的神秘面纱。 01. 安置房的"前世今生"：不止一种，风险各异 首先，我们需要明确什么是安置房。简单来说，安置房是在房地产开发过程中，开发商为拆迁旧有房屋 的居民提供的替代性住房。然而，并非所有的安置房都性质相同，其产权的复杂性直接影响到房屋的上 市交易、土地性质以及购买者所拥有的权益。 完全产权商品房（安置型）： 这类安置房性质最明朗，土地性质为出让的国有土地，房屋本身就是普 通商 ...

这种安置房的土地性质为出让的国有土地，房屋属性就是普通的商品房。拥有完全的不动产权证，没有 上市交易的时间限制，拿到房产证后即可像普通二手房一样自由买卖，也能正常办证交易贷款。 "前几年41万买的安置房，加上装修18万，前后花了60多万，然而前几天中介说，买家只愿意出26万， 肠子都悔青了。" 老刘叔拍着大腿后悔不已，但始终也想不明白，为啥安置房会跌跌不休？ 关键是，老刘叔才同意卖房，买家又反悔了，还说已经看中了小区同款户型，只要22万…… 安置房价格低廉，为啥却没人敢买了？十年金牌销售道出了原因，拆迁户都无法忍受。 01、什么是安置房？ 其实安置房就是开发商拆迁老房时，给拆迁户提供的房子。 按产权性质划分，这种分类的安置房，直接关系到房屋能否上市交易、土地性质以及拥有的权利。 第一种，完全产权商品房（安置型） 第二种，共有产权住房（安置型） 这种被拆迁人获得的安置房，产权由个人和政府按一定比例共同持有。 虽然这种安置房同样拥有不动产权证，但会注明个人和政府持有的产权比例。个人可以逐步购买政府的 产权份额，直至获得完全产权。但在未获得完全产权前，转让会受到严格限制。 第三种，"三定三限"定向安置房 这种就是北 ...

Core Viewpoint - The article highlights the hidden costs and risks associated with purchasing affordable relocation housing, which often appears to be a bargain but can lead to significant financial and living quality issues for buyers [1][2]. Group 1: Economic Risks - Relocation housing is often built on "allocated land," while commercial housing typically uses "transferred land," leading to potential economic risks due to the requirement to pay land transfer fees when selling [4]. - Buyers may face unexpected costs, such as land transfer fees that can range from tens of thousands to hundreds of thousands, which can negate the initial price advantage [4]. - A significant percentage of disputes in housing transactions (23% in 2022) are related to relocation housing, indicating substantial ownership risks [4]. Group 2: Quality of Living - There are notable quality differences between relocation housing and commercial housing, including poor sound insulation and high elevator malfunction rates, with some elevators having a failure rate of 47% compared to 12% for commercial properties [5]. - The average usable area in relocation housing is 5-8% less than in commercial housing, meaning buyers may not get the space they pay for [5]. Group 3: Community and Management Issues - Relocation housing often suffers from inadequate property management, leading to poor maintenance and increased neighborhood disputes, which can be two to three times more frequent than in commercial housing [6]. - The community environment is often complex, with varying levels of property management and resident behavior, which can affect overall living quality [6]. Group 4: Infrastructure and Amenities - Relocation housing typically lacks adequate surrounding amenities, such as schools and commercial facilities, which can lead to significant inconvenience for residents [8]. - Many relocation housing projects are located on the outskirts of cities, resulting in limited public transportation options and longer travel times for residents [8]. Group 5: Investment Considerations - The appreciation potential of relocation housing is significantly lower than that of commercial housing, with a reported decrease of over 30% in value appreciation over five years [6]. - Buyers are advised to conduct thorough due diligence on property rights, local policies, and community conditions before purchasing relocation housing [10][12][14].

Group 1 - The completion of the relocation settlement work for the Changqing resettlement housing project in the Cailhe unit has been achieved, providing housing for 136 households in the Qingya Hetangfu community [1] - The project consists of 12 high-rise buildings ranging from 10 to 24 stories, with a total above-ground construction area of 74,600 square meters, including 68,080 square meters for residential buildings and 6,520 square meters for supporting public buildings [1] - Other resettlement housing projects in Hangzhou, such as the Qiantang District, are also progressing well, with the second phase of the Xinyuan Street Xinyuan resettlement project expected to provide 576 resettlement houses [1] Group 2 - The Yipeng resettlement housing phase four project will cover an area of approximately 210,000 square meters, with a total construction area of 844,000 square meters, providing 3,998 resettlement houses in various sizes [2] - The project includes 43 high-rise residential buildings, supporting public facilities, a kindergarten, and a neighborhood center, significantly enhancing residents' quality of life [2] - In Fuyang District, the Chunbei D District resettlement housing project has completed its foundation work, with a total construction area of 89,050.77 square meters, including 43 residential units [2]

Core Viewpoint - The recent land planning for the old renovation in Henan indicates that the highly anticipated project will soon be launched, with specific details on the land area and building specifications provided [1]. Group 1: Land and Building Specifications - The Xiaoliu New Village site covers approximately 214.16 acres, while the Liudong New Village and surrounding areas cover about 22.26 acres, totaling around 236.42 acres with a building area of 337,000 square meters [1]. - The planning includes five plots of land totaling 216 acres, with four mixed-use residential plots (184 acres) and one commercial plot (31.8 acres) [4]. - The four mixed-use residential plots have varying floor area ratios (FAR) and height restrictions, with the largest plot being 72.7 acres and a FAR of 4.30, limited to 100 meters in height [4][5]. Group 2: Market Analysis and Comparisons - The expected area for commercial housing is 69.6 acres, accounting for 32% of the total old renovation area, which is relatively low compared to previous large-scale renovations [5][6]. - Compared to other major old renovations, the Xiaoliu project has the lowest ratio of commercial housing area to the area acquired for relocation, indicating potential financial challenges [6]. - The project is expected to face significant pressure due to the high costs associated with the high FAR of 2.14 and the relatively low FAR for the commercial housing plots [16]. Group 3: Future Developments and Market Dynamics - The market is anticipated to see a significant supply increase, with around 3,400 units expected in the West Second Ring area, including 1,154 units from recent projects [21][22]. - The pricing for new developments is projected to be around 40,000 yuan per square meter, with potential for profit margins based on current market conditions [24][25]. - The competitive landscape suggests that new projects will impact the pricing and sales of existing properties, leading to a potential decline in value for older units [26][33].

Core Viewpoint - The article discusses the rising interest in resettlement housing among young buyers facing economic pressure, highlighting both the opportunities and risks associated with this type of property [1]. Policy Changes - In 2025, significant policy changes will impact the resettlement housing market, with a focus on monetary compensation and the implementation of "housing vouchers" [2]. - The Ministry of Housing and Urban-Rural Development reports that numerous resettlement projects are underway, involving a large number of displaced households [2]. Advantages of Resettlement Housing - Resettlement housing offers three main advantages: - Price advantage due to government land allocation and tax exemptions, making it significantly cheaper than commercial housing [3]. - Location advantage with government planning ensuring convenient transportation and amenities [3]. - Support from the government in providing complete basic facilities for resettlement households [4]. Market Disparities - The resettlement housing market shows significant regional disparities, with varying policies and conditions across different cities [5][6][7][8][9]. Potential Risks - Five major risks associated with resettlement housing include: - Ownership issues, with some properties having transfer restrictions [12]. - Quality concerns, as complaints about construction quality are higher than for commercial properties [13]. - Difficulty in obtaining loans, with fewer banks willing to finance and higher interest rates [13]. - Limited appreciation potential compared to commercial housing [14]. - Poor living conditions in some resettlement communities, affecting quality of life [15]. Guidelines for Buyers - Prospective buyers are advised to conduct thorough research on property details, prioritize projects with good locations and amenities, carefully review contracts, and prepare sufficient funds for all expenses [16][17][18][19]. Future Trends - Future policies are expected to focus on quality improvements, easing transaction restrictions, enhancing infrastructure, and upgrading management services in resettlement housing [22][24]. Conclusion - The decision to purchase resettlement housing should be made with careful consideration of its advantages and risks, particularly for budget-conscious buyers [25].

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 project involves the demolition and reconstruction of approximately 103,000 square meters of residential and collective properties in Shipaicun, Tianhe District, Guangzhou, using a "demolition and reconstruction" model [1] - The Guobao Toyota reconstruction site covers an area of about 14,000 square meters, with a total reconstruction area of approximately 117,200 square meters, including 66,100 square meters of residential space, 14,700 square meters of commercial space, 7,300 square meters of public service facilities, and 29,100 square meters of underground parking [1] - The Panci reconstruction site has an area of about 5,400 square meters, with a total reconstruction area of approximately 26,800 square meters, including 21,200 square meters of commercial space and 5,600 square meters of underground parking [1] Group 2 - The project will also construct approximately 1.64 kilometers of internal village roads, classified as urban branch roads, with a planned width of 15-20 meters and an implementation width of 6-7 meters, designed for one-way traffic at a speed of 20 km/h [1] - Accompanying infrastructure works will include drainage, traffic engineering, lighting, and electrical duct engineering [1]

Core Viewpoint - The project proposal for the urban village renovation in Shipaicun, Tianhe District, Guangzhou, has been publicly announced, focusing on a "demolition and reconstruction" approach to improve living conditions and infrastructure [2] Summary by Sections Project Overview - The project is located in Shipaicun, Tianhe District, Guangzhou, involving the demolition of approximately 103,000 square meters of residential and collective properties [2] - The project will include the construction of resettlement housing and reconstructed properties [2] Reconstruction Details - The Guangbao Toyota reconstruction site will cover an area of about 14,000 square meters, with a total reconstructed building area of approximately 117,200 square meters, which includes 66,100 square meters of residential space, 14,700 square meters of commercial space, 7,300 square meters of public service facilities, and 29,100 square meters of underground parking [2] - The Panci reconstruction site will cover an area of about 5,400 square meters, with a total reconstructed building area of approximately 26,800 square meters, which includes 21,200 square meters of commercial space and 5,600 square meters of underground parking [2] Infrastructure Development - The project will also construct approximately 1.64 kilometers of internal village roads, classified as urban branch roads, with a planned width of 15-20 meters and an implementation width of 6-7 meters, designed for one-way traffic at a speed of 20 km/h [2] - Accompanying infrastructure works will include drainage, traffic engineering, lighting, and electrical conduit projects [2]

Group 1: Infrastructure and Investment - The Hangzhou Dazhongbei area plans to implement 230 projects with an estimated investment of approximately 32.5 billion yuan this year [1] - As of the end of July, 40 projects have been completed, achieving a completion rate of 60.61%, and 30 new projects have commenced, with a cumulative investment of about 20.2 billion yuan, resulting in an annual investment completion rate of 62.37% [1] - The completion of key roads and the opening of the Metro Line 4 station have significantly improved transportation in the Dazhongbei area, facilitating economic activity [1] Group 2: Housing and Education - The Yuhang District's Zhuangshan resettlement housing project has been completed, adding over 1,400 housing units [2] - The completion of the Qianping Village elderly care center and the construction of various affordable housing projects indicate a focus on improving living conditions [2] - A new nine-year consistent school in the Jianqiao Ecological Park has been completed, providing over 4,000 educational slots, enhancing the region's educational service capacity [2] Group 3: Industrial Development - The Dazhongbei area's development strategy emphasizes industrial growth as a core driver of economic expansion, with significant projects like the 6 billion yuan "Parallel World" hotel and immersive tourism project [3] - Multiple industrial projects, including the Yingpu Cloud Manufacturing Center and various technology parks, are underway, indicating a robust industrial layout [3] - The area is focused on urban renewal, industrial transformation, and cultural heritage preservation, aiming for early project commencement and production [3] Group 4: Future Development Plans - The Dazhongbei area aims to accelerate infrastructure and public service improvements, particularly in key zones along the Grand Canal and other significant sites [4] - There is an exploration of a "science and technology + cultural creativity" development path, focusing on provincial-level parks and characteristic towns to enhance industrial capabilities [4] - The city plans to integrate urban renewal and low-efficiency land redevelopment to discover new growth points for the Dazhongbei area [4]