Another trillion-level blue ocean! Nearly half of the top hundreds of listed real estate companies have layout! About your old house

　　Nowadays, the development and construction of cities has entered the second half. It is no longer just about land expropriation and construction of houses. The importance of urban renewal in the era of stocks continues to be highlighted. Urban renewal is not an unfamiliar term. Just in July, the Shanghai Urban Renewal Center was inaugurated and Shenzhen also issued a draft of the Urban Renewal Regulations. What has been updated in urban renewal? What impact will it have on economic development?

1

Shanghai accelerates urban renewal

　　Located in the Huangpu District of Shanghai, the Guizhou Xili Lane community has a history of nearly 100 years. Like most traditional Shanghai lanes, there are problems such as small living space and aging hardware facilities. Many households lack independent kitchens and bathrooms. In the past two years, in response to these problems, Guizhou Xililong community has ushered in a series of minimally invasive transformations.

　　The reporter learned that there are more shared living rooms and shared kitchens in the small alleys, and there are more roof racks on the pump room, and the idle attic becomes a library. This series of minimally invasive community transformations uses limited space to provide residents with life. More convenience also increases the possibility for residents to communicate and interact. Not only the traditional lanes, but also some unused spaces located in corners or gaps have also been better used in the process of urban construction. The ingenious "pocket park" and the leisure corridor adapted to local conditions have added a lot of cultural and artistic atmosphere to community life.

　　In recent years, community micro-renewal projects like this have emerged one after another, and corresponding transformations have been made in response to specific situations, presenting the “acupuncture therapy” of the era of stock renewal. However, experts say that most of the current urban renewal projects are still in the experimental stage.

2

Urban micro-renewal: enhance offline stickiness and create community economy

　　On the one hand, the century-old old buildings in the city attract more and more young people with their unique charm; on the other hand, the quality of living space and supporting facilities are increasingly unable to meet people's living needs.

　　Ling Yiliang, designer of Dayu Community Construction and Development Center: In fact, we are concerned that the biggest problem in the old community is the lack of public space, so what we are doing now is to transform a free parking space into a space for residents to rest and communicate with each other. .

　　At the same time, the vitality and necessity of the community economy are gradually becoming prominent. Wu Fangfang, who lives in the same community, opened a coffee shop here. In the first half of this year, when the epidemic was at its worst, the community was closed for management. With the support of nearby residents, Wu Fangfang started a set meal takeaway. The epidemic hit the coffee shop. Effective buffering.

　　Wu Fangfang, the manager of the slash space coffee shop: The people who come the most are the neighbourhoods. They have to have a lot of stickiness with the neighbourhoods, expand the product range of the business, and broaden the product line. With strong stickiness, the repurchase rate will also increase, so that it is possible to make a profit.

　　Analysts said that in the new round of urban renewal process, communities will play the role of space carriers. With the return of industries and population restructuring, there is still a lot of room for community economic development.

　　Xu Daixiong, Director of Strategic Advisory Department of Jones Lang LaSalle China: In the future urban renewal, the community will play an important role as a very important micro-unit. In some such projects, in fact, it is through transformation to drive the entire area. Industrial upgrading and further improvement of residents’ lives.

3

Nearly half of the top 100 listed real estate companies are involved

Capital's entry to leverage the trillion-dollar blue ocean of urban renewal

　　Urban renewal also requires broader market participation. At present, various urban space operators have emerged in the market. What changes will happen to the market participants of urban renewal in the future, and how big is this market space?

　　According to statistics from the Ministry of Housing and Urban-Rural Development, there are about 170,000 old communities across the country, involving more than 42 million residents, and a construction area of ​​about 4 billion square meters. The initial estimated investment will be as high as 4 trillion yuan. The industry believes that the current demand for urban renewal is huge, and qualified service providers are still scarce.

　　Tong Ming, a professor at the School of Architecture and Urban Planning of Tongji University: What we are seeing now is more about the appearance of repairs and repairs, but how to use effective capital investment to drive deeper social and economic development is currently facing A difficulty and problem.

　　The urban renewal at this stage has not yet formed a normalized mechanism. In Shanghai's practice, most project funds are still mainly derived from government public funds, but the scope of market participants has shown a gradual expansion trend.

　　Liu Yuelai, Psychological Director of Shanghai Siye Caotang Youth Nature Experience Service Center: Our team has participated in the design of nearly 100 community gardens in Shanghai. Among them, we call five base-type gardens. These five are paid by the company. Do related construction.

　　It is understood that among the top 100 listed real estate companies, about 47% have begun to deploy urban renewal related projects. Under the impetus of capital, emerging market participants such as urban operators are also emerging, gradually clarifying their functional positioning , To promote the formation of a normalization mechanism.

　　Xu Daixiong, Director of the Strategic Advisory Department of Jones Lang LaSalle China: City operators can be government platforms or non-state-owned market participants. We have seen such participants in some projects across the country. This is different from the past traditional real estate developers under the simple logic of real estate. It needs to look at problems from the urban operation level.