租赁住房

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卖不出去的写字楼要改成住宅区了?
Hu Xiu· 2025-08-21 09:57
时隔8年,上海在一线城市之中率先对"商改住"禁令作出调整,出台《关于推进商务楼宇更新提升的实施意见》,鼓励楼宇因地制宜拓展租赁住房等功 能。 虽说是非常克制的一小步,政策导向已经相当明显,正如新华财经评价,此举意味着暂停8年之久的"商改住"在上海迎来了破冰时刻。 这一转变,直面当前商业楼宇市场高空置率的现实压力。数据显示,北上广深四大一线城市中,甲级写字楼空置率均逼近或超过20%的警戒线,市场承压 明显,同时,大城市的通勤难题也日益凸显。随着一线大批商业楼宇土地使用期限将至,改变迫在眉睫。 上海新政能否看作放开"商改住"?它能否有效激活存量资产、缓解职住分离,并为超大城市治理提供新思路?值得持续关注与期待。 2017年开始,各地重拳出击发布"商改住"禁令。 当时正值楼市高速扩张期。住房限购政策出台后,不少刚需消费者和投资客转向商业用房——因其不限购、单价低、地段优越,吸引大量个人资金涌入, 导致市场秩序混乱、价格快速上涨。 "商改住"迎来破冰时刻? 近期,上海出台了《关于推进商务楼宇更新提升的实施意见》,鼓励商务楼宇因地制宜地进行功能拓展,包括租赁住房、养老托育、文化体育以及科技创 新等领域。 此政策一出,网 ...
严重误解!上海“商改住”新规真实内容是什么?
第一财经· 2025-08-15 10:29
Core Viewpoint - The recent implementation opinion from the Shanghai government allows certain existing commercial buildings to be converted for rental housing and other functions, but it does not permit the conversion of commercial office properties into residential units [2][3]. Summary by Sections Implementation Opinion Details - The implementation opinion encourages the compatibility of existing commercial buildings with functions such as rental housing, elderly care, and childcare, establishing a 15-year contract management model [2]. - In central urban areas, the opinion promotes the integration of commercial buildings with technology innovation, commercial hotels, cultural sports, and educational training, while allowing for an increase in service apartments and rental housing based on local job demands [2]. - In community center areas, the opinion permits commercial buildings to supplement services such as commercial, cultural sports, educational training, elderly care, and rental housing [2]. Misinterpretation of Policy - Some intermediaries mistakenly believe the policy encourages the purchase and investment in commercial office properties. However, the opinion strictly controls the subdivision of commercial buildings and prohibits virtual or non-physical partitioning for sale [3]. - Legal experts clarify that the opinion promotes leasing based on functional changes without altering land use or allowing for subdivision sales, indicating no encouragement for investment transactions [3]. Rental Housing Supply Increase - Allowing commercial buildings to accommodate rental housing is part of a broader strategy to increase rental housing supply, as outlined in the Housing Rental Regulations approved by the State Council [4]. - The Shanghai implementation opinion highlights support for the functional conversion of commercial buildings for a limited time, ensuring that the primary commercial office function remains intact and that safety and neighbor relations are not compromised [4].
上海“商改住”破冰,商务楼宇终能“解锁新功能”
第一财经· 2025-08-12 11:11
2025.08. 12 本文字数:2685,阅读时长大约5分钟 作者 | 第 一财经 马一凡 上海为商务楼宇转型租赁住房正式打开政策通道。 近期发布的《上海市人民政府办公厅关于推进商务楼宇更新提升的实施意见》明确,允许符合一定条件的存量商务楼宇可以兼容租赁住房 (含人才公寓)、养老托幼等功能,并将建立15年全周期合同管理模式。 业内人士认为,这一政策将使得被禁止多年的"商改住"未来变得合法合规、高效且风险可控,上海核心片区也将迎来高品质的租赁住房供给。 据统计,上海现有约一万栋商务楼宇,部分楼龄超30年的老旧写字楼面临设备老化、坪效低的问题,兼容租赁住房功能将有效缓解核心区 域"职住不平衡"难题,同时也给资本市场带来大量新的投资标的。 上海为商务楼宇改造送出"政策礼包" 近日,上海重磅发布《上海市人民政府办公厅关于推进商务楼宇更新提升的实施意见》(以下简称"实施意见")及相关问题解读。 实施意见中提到,要推进商务楼宇功能拓展和融合发展,支持存量商务楼宇分区分类兼容符合地区发展导向和人民群众生产生活需求的功能 业态。 具体来看,在城市主中心和副中心区域,实施意见鼓励商务楼宇兼容科技创新、商业酒店、文化体育、教育 ...
80城放大招!多子女家庭买房,公积金能多贷多少
21世纪经济报道· 2025-08-06 06:06
Core Viewpoint - The article discusses the importance of addressing housing issues for families with multiple children as part of broader fertility support and housing policies, highlighting recent measures taken by various cities, particularly Beijing, to enhance support for these families [1][4]. Group 1: Policy Measures for Multi-Child Families - Beijing's new measures include increasing the public housing fund loan limits for families with multiple children, with a previous increase allowing loans up to 1.6 million yuan [3][4]. - Over 80 cities have implemented housing support policies for multi-child families this year, focusing on raising public housing fund loan limits, providing purchase subsidies, and reducing housing recognition counts [1][4]. - Future expectations include further increases in public housing fund loan limits and expanded support for rental housing to alleviate the financial burden on multi-child families [1][4][6]. Group 2: Public Housing Fund as a Key Tool - The public housing fund has become a central policy tool for supporting reasonable housing demands, with approximately 180 optimizations made across various regions this year [4][5]. - Specific provinces like Hubei and Sichuan have announced increases in loan limits for multi-child families, with Hubei allowing a minimum 20% increase and plans for even higher adjustments [4][5]. Group 3: Subsidies and Housing Recognition Adjustments - Various cities are providing purchase subsidies, such as Shaoxing offering 1,500 yuan per square meter for two-child families and 2,500 yuan for three-child families [5][6]. - Adjustments in housing recognition standards are being made, allowing multi-child families to apply for loans under first-home policies even when purchasing a second home [6][8]. Group 4: Diverse Housing Supply Systems - The article emphasizes the need for a diversified housing supply system, including increased support for public rental housing and flexible rental options for multi-child families [8][9]. - Policies in cities like Beijing and Hubei are prioritizing public rental housing for families with multiple children, ensuring they have access to suitable housing options [8][9]. Group 5: Rental Housing as a Solution - Rental housing is highlighted as a crucial avenue for alleviating housing pressure on multi-child families, with policies allowing these families to withdraw from the public housing fund based on actual rent paid [9][10]. - The article notes that addressing the immediate housing needs of multi-child families through rental policies is essential for creating a supportive living environment [9][10].
国务院出台条例 住房租赁市场迎来发展新阶段
Zhong Guo Xin Wen Wang· 2025-07-22 05:25
Core Viewpoint - The newly published "Housing Rental Regulations" marks a significant milestone in China's housing system reform, providing a clear framework and guidelines for the housing rental market [1][2]. Group 1: Rights Protection - The regulations aim to standardize rental behaviors and protect the legal rights of both landlords and tenants, emphasizing the importance of a balanced relationship [2][3]. - Specific requirements for rental properties include compliance with safety and health standards, prohibiting the rental of non-residential spaces for living purposes [2]. Group 2: Rent Stability - The establishment of a housing rent monitoring mechanism by local governments is mandated, which will enhance market transparency and help stabilize rental prices [4][5]. - Regular publication of rent levels will provide reference points for both parties in rental agreements, promoting fairness in transactions [4]. Group 3: Rental Enterprises - Housing rental companies are required to provide accurate and complete information about rental listings, prohibiting the dissemination of false or misleading information [7]. - The current institutionalization rate of China's housing rental industry is low, with the top 30 rental companies accounting for only 135.9 thousand units, indicating room for growth [7]. Group 4: Housing Supply - The regulations encourage various channels for increasing rental housing supply, including the utilization of private properties and the transformation of old commercial spaces [8]. - A dual-track system of "government support + market entities" is anticipated to emerge, leading to a new phase characterized by institutional operation and quality upgrades in the rental market [8].
上海卖地出新招,像爱马仕配货!
3 6 Ke· 2025-07-08 02:34
Core Viewpoint - Shanghai has introduced a new land sales method called "bundled sales," allowing the sale of land parcels from different administrative districts together, marking a significant shift in land transaction strategies in the city [1][2]. Group 1: New Land Sales Method - The new method began in June 2023, where land is first granted to local state-owned enterprises and then sold as a package through the Shanghai United Property Rights Exchange [2]. - This approach deviates from traditional auction methods, focusing on agreements rather than competitive bidding [2]. Group 2: Market Participants - The first major player to adopt this method is Jianfa, which spent 12.35 billion to acquire a package of land in Yangpu and Hongkou districts, addressing its previous challenges in securing land in Shanghai [3]. - Other state-owned enterprises, such as Poly Developments and China Resources, are also preparing to participate in this new land acquisition strategy [4][16]. Group 3: Characteristics of Bundled Sales - Bundled sales feature combinations of prime locations, such as Hongkou and Yangpu, or Huangpu and Pudong, focusing on core urban areas [6][7]. - The land parcels are high-value, with total prices starting from over 6 billion to more than 24 billion, indicating that only financially robust companies can participate [9]. - The sales agreements stipulate that any breach of contract on one parcel will be considered a breach for the entire package [10]. Group 4: Specific Land Packages - Poly Development is targeting a package in Hongkou and Yangpu, which includes a total area of approximately 2.7 hectares, with a focus on maintaining the historical architectural style of the area [12][14]. - China Resources is pursuing a high-value combination in Huangpu and Pudong, with a starting price of 24.4 billion, indicating a significant investment in the Shanghai real estate market [18].
黄瑜:总结上半年市场形势,预判下半年市场变化
Sou Hu Cai Jing· 2025-07-07 00:20
Core Insights - The Chinese real estate market is experiencing a mixed performance in 2025, with a decline in second-hand housing prices and a slight increase in new housing prices driven by demand for improved housing options [4][6][13]. Market Overview - The China Real Estate Index System has been tracking market changes since 1994, providing semi-annual summaries and forecasts to guide the industry [4]. - In the first half of 2025, the average price of second-hand homes in 100 cities fell by 3.60%, while new home prices increased by 1.16% due to the release of demand for improved housing [4][13]. - Nationally, new residential sales area decreased by 2.9% year-on-year from January to May 2025, although the decline was less severe compared to the previous year [5][14]. Sales Performance - The top 100 real estate companies saw a sales revenue decline of 11.8% in the first half of 2025, indicating ongoing pressure on sales performance [5][31]. - The proportion of new homes sold in key cities remains stable, with a notable increase in the sales of larger units (120-144 square meters) [5][20]. Land Market Dynamics - In the first half of 2025, the land transfer revenue for residential land in 300 cities increased by 27.5%, despite a 5.5% decrease in transaction area [4][28]. - The top 20 cities accounted for 68% of the national land transfer revenue, indicating a concentration of land market activity in major urban centers [4][28][29]. Policy and Future Outlook - Government policies are expected to play a crucial role in stabilizing the real estate market, with initiatives aimed at activating demand and optimizing supply [6][34]. - The forecast for total new residential sales in 2025 is approximately 900 million square meters, with market differentiation expected to become more pronounced [6][39]. - Companies are advised to focus on high-quality projects and adapt to new market conditions to ensure sustainable growth [7][42].
市场总体稳中向好 止跌回稳大方向不变
Cai Jing Wang· 2025-07-02 03:54
Group 1: Core Market Trends - The real estate market is stabilizing in the first half of 2025, driven by policy guidance, demand adjustments, and industry transformation, with a shift from "incremental decline" to "quality enhancement" [1] - The new housing market shows a significant divergence, with a 9.1% year-on-year decline in online search heat across 66 key cities, while high-quality improvement demand projects are gaining traction in first-tier cities [2] - The average new housing price in key cities has slightly decreased by 0.5% year-on-year, indicating a transition towards "quality for quantity" [2] Group 2: Secondary Housing Market Dynamics - The secondary housing market is experiencing a price-for-volume strategy, with an increase in average listings but a slowdown in growth in first and second-tier cities [3] - The proportion of secondary housing transactions is rising, with 67% of searchers in key cities preferring secondary homes due to their immediate availability and established amenities [3] - The secondary housing market is increasingly diverting demand from new homes, with an average diversion intensity of 30% in key cities and 36% in lower-tier cities [3] Group 3: Rental Market Insights - The rental market is showing a stable trend, with a slight decline in rental prices in 22 cities, while new first-tier cities are leading in demand recovery [4] - The average listing period in new first-tier cities is 45 days, indicating stronger liquidity in the rental market [4] - Demand in lower-tier cities remains weak, highlighting disparities in rental attractiveness among cities [4] Group 4: Land Market Developments - The land market is witnessing a recovery, with a 18.4% year-on-year increase in residential land transaction volume and a 45% rise in transaction value [5] - The structure of land acquisition is improving, with a 16% decrease in local state-owned enterprises' share, while central and private enterprises are gaining ground [6] - The recovery in the land market is expected to influence the new housing market, promoting high-quality investment and refined operations [6] Group 5: Future Outlook - The year 2025 is characterized as a transitional period for real estate, with a focus on improving demand, quality value return, and differentiated urban development [7] - High-end projects in core areas of first-tier cities will continue to support price increases, while new first-tier and second-tier cities may see price stabilization due to improved project quality [7] - The real estate brokerage industry faces challenges, with a need for transformation towards "precise matching and value-added services" to meet evolving consumer demands [8]
国家一锤定音!诸多楼市动作频出,下半年新一轮救市来袭?
Sou Hu Cai Jing· 2025-06-23 14:49
Core Insights - The real estate market in China is undergoing significant transformation and adjustment due to changing domestic and international economic conditions [1][3] - The year 2025 is identified as a critical period for the real estate sector, with a shift in policy focus from stabilizing to consolidating stability [3] Policy Developments - Financial policies are increasingly supportive of reasonable financing needs for real estate companies, with banks optimizing credit offerings [5] - Tax policies are being adjusted to favor homebuyers, with various regions implementing tax reductions that lower home purchase costs by tens of thousands [5] - Land supply policies are being optimized based on market demand, with adjustments made to land sale rhythms and scales to address supply-demand imbalances [5] Market Strategies - The "Optimize Inventory" strategy involves local governments exploring policies for acquiring existing residential properties to convert them into affordable or rental housing [7] - The "Expand Supply" strategy focuses on increasing the supply of high-quality housing, with an emphasis on quality in land supply and new housing regulations [7] - A shift towards a new development model in the real estate sector is underway, moving from high-leverage, high-turnover practices to a focus on high-quality development [7] Market Dynamics - Diversification into commercial, industrial, and rental housing sectors is becoming a new focus for real estate companies [9] - While the exact timing of price increases cannot be determined, positive factors are creating conditions for price stability and reasonable recovery [9] - The real estate market is influenced by macroeconomic conditions, population dynamics, and regional disparities, with first-tier cities expected to see price stabilization while third and fourth-tier cities face challenges [9][11] Future Outlook - The second half of 2025 is anticipated to present both opportunities and challenges, with continued policy easing expected to stabilize prices in first-tier and hot second-tier cities [11] - The cancellation of purchase restrictions in cities like Guangzhou may signal a new wave of market support actions in other first-tier cities [11]
吉林长春优化存量商品房收购政策(聚力攻坚 协同发力·政策落地进行时)
Ren Min Ri Bao· 2025-05-29 22:05
Core Insights - The article highlights the successful implementation of a housing rental initiative in Changchun, where the local government, through a state-owned enterprise, is acquiring existing residential properties to provide affordable housing for new citizens and young professionals [1][4]. Group 1: Policy and Implementation - The Central Economic Work Conference emphasized the need to "promote the disposal of existing commercial housing" and the Politburo meeting called for "increasing the supply of high-quality housing" [1]. - Changchun has introduced specific guidelines for the acquisition of existing properties to be used as affordable housing, ensuring that rental prices do not exceed 90% of the assessed rental value of similar properties in the same area [2]. Group 2: Financial Support - The People's Bank of China established a 300 billion yuan (approximately 43 billion USD) special loan for affordable housing, enabling local state-owned enterprises to acquire unsold properties at reasonable prices [3]. - Since the second half of last year, banks have been guided to provide credit support amounting to 596 million yuan (approximately 84 million USD) for property acquisitions in Changchun [3]. Group 3: Operational Management - The company managing the rental properties focuses on quality living conditions and sustainable operations, with professional teams ensuring proper maintenance and tenant satisfaction [4]. - As of now, Changchun has acquired 14 projects comprising 6,837 housing units, with 2,908 units already operational, reflecting a commitment to meet market demands and improve living standards [4].