Present situation of urban renewal in traditional business districts

2 1 A few days ago, the Notice on Preventing Demolition and Construction in the Implementation of Urban Renewal Action (hereinafter referred to as the Notice) officially landed on August 3 1. There is no obvious change in the notice and the draft for comment. Strictly control large-scale demolition and large-scale construction, adhere to the principle of "retaining and changing demolition" and giving priority to retaining and improving utilization, and give two indicators. In principle, the maximum demolition is 20%, and the demolition-construction ratio shall not be greater than 2.

The insiders believe that this is the bottom line of urban renewal and determines the main tone of future urban renewal. Promote the transformation from a single "development mode" to a "business model" in the past, and avoid taking the old road of extensive urban development and construction.

Urban renewal has always been the track of housing enterprises, not only one of the sources of land, but also the profit growth point of housing enterprises. Then, what impact does the policy of preventing large-scale demolition and construction in the implementation of urban renewal have on housing enterprises? Where will housing enterprises go in the case of changing urban renewal mode?

Urban renewal will be demolished by up to 20%.

The implementation of urban renewal is an important decision made by the Fifth Plenary Session of the 19th CPC Central Committee, and it is also a major project defined in the Outline of the 14th Five-Year Plan.

However, in the implementation of urban renewal in various places, the behavior of large-scale demolition and construction has caused new urban problems.

On August 3 1, at the press conference held by the State Council Office, Yan Huang, Vice Minister of Housing and Urban-Rural Development, said that the enthusiasm of implementing urban renewal in various places was very high, but there were also some signs that were contrary to the original intention, such as large-scale demolition of old urban areas. In order to implement the decision-making and deployment of the CPC Central Committee and prevent all localities from re-taking the old road of extensive urban development and construction, the Ministry of Housing and Urban-Rural Development drafted the Notice on the basis of investigation and demonstration. This document has recently solicited opinions from all walks of life in the media and has been recognized and supported by all parties. This Notice was officially issued and implemented today (August 3 1 day).

The circular emphasizes strict control of large-scale demolition and construction. Existing buildings will not be demolished on a large scale and in pieces, except for illegal buildings and buildings that have been identified as dangerous buildings by professional institutions and have no repair and retention value. In principle, the demolition construction area of urban renewal units (districts) or projects should not be greater than 20% of the current total construction area.

At the same time, the circular requires strict control of large-scale construction. In addition to the construction of necessary public service facilities, the construction scale of the old city will not be increased on a large scale, the original density intensity will not be broken, and the bearing pressure of resources and environment will not be increased. The demolition and construction ratio of urban renewal units (districts) or projects should not be greater than 2 in principle.

In addition, the circular requires the preservation of all city memories, such as the preservation and utilization of existing buildings. At the same time, we must maintain the scale of the pattern of the old city. Do not destroy the traditional pattern and street texture of the old city.

According to Yan Yuejin, research director of the think tank center of Yiju Research Institute, this is the bottom line of urban renewal. Controlling large-scale demolition is also regulating the behavior of enterprises participating in urban renewal. At least in the future, disorderly demolition will be restrained. Controlling large-scale construction will also restrict the development of housing enterprises, echoing the demolition. There is no space for large-scale construction, which will also curb the impulse of large-scale demolition and construction of housing enterprises.

It is noteworthy that the "Notice" emphasizes the large-scale demolition of contiguous old urban areas such as urban villages in a short period of time to prevent the imbalance between supply and demand in the housing rental market from aggravating the difficulty of renting houses for new citizens and low-income people. In order to ensure the stable supply and demand of the housing rental market, the annual increase of urban housing rent shall not exceed 5%.

"Urban renewal is an important starting point for changing the way of urban development and construction"

In the exploration of sustainable renewal mode, the Notice requires that the development and construction mode of excessive real estate should not be followed, and the short-term and economic benefits brought by scale expansion should not be pursued unilaterally. Encourage and promote the transformation from "development model" to "business model" and explore a sustainable urban renewal model with government guidance, market operation and public participation.

"After rapid urbanization development, China's urbanization level has exceeded 60%, entering the middle and late stage of urbanization. In the new stage of urban development, many new problems and new situations have emerged. " Yan Huang said that the implementation of urban renewal is a stage from large-scale incremental construction in the past to paying equal attention to stock upgrading and incremental structural adjustment. The connotation of urban renewal is to promote urban structure optimization, function improvement and quality improvement, and it is an important starting point for changing the way of urban development and construction.

"The work of urban renewal has just started and is still in the process of exploration. In the next step, we will promote the urban renewal pilot, explore the methods and paths of urban renewal, launch a number of demonstration projects, and actively, steadily and orderly implement urban renewal actions. " Huang Yanru said.

In this regard, Wu, director of operations of the Investigation Division of the Central Reference Institute, believes that the Notice has drawn an important bottom line of urban renewal from the national level in a timely manner and determined the main tone of urban renewal in the future. Its core purpose is to promote the transformation from a single "development model" to a "business model".

In Wu's view, the Notice will effectively avoid taking the old road of extensive urban development and construction, play an important role in retaining buildings of a specific era, maintaining the pattern of the old city and continuing the urban characteristics, and embody the core essence of urban connotation development and high-quality development.

"The planning and action of urban renewal will be optimized and improved in the future," said Huang Hui, a senior analyst at RealData. "All localities need to improve the top-level planning of urban renewal. The upgraded urban renewal model is guided by the real needs of urban residents, gradually improving urban functions and improving urban living environment. "

According to Li, chief researcher of Guangdong Housing Policy Research Center, under the new urban renewal mode, after the future transformation from regional development to regional operation, the shortcomings of public services will be fully filled, the decline of old districts will be avoided, the housing functions will be more complete, the supply of existing housing will be effectively improved, and it will become a new district with deep historical and cultural imprint and complex functions, which is also an important content of future housing supply-side reform.

Industry: the change from "making big money quickly" to "making small money slowly"

It is worth noting that in recent years, urban renewal has become a new track for housing enterprises, which is not only one of the sources of land, but also a new growth point for housing enterprises' profits. For example, the value of urban renewal of China Resources Land in the coming year is about 654.38+0.3 billion yuan, which can be converted into land reserve. About 50% of China's land reserve comes from urban renewal projects.

Then, what impact does the policy of preventing large-scale demolition and construction in the implementation of urban renewal have on housing enterprises? At the recent interim results conference held by real estate enterprises, this issue has also become a hot spot.

Among them, Shum Chiu Hung, Chairman, Chief Executive Officer and Executive Director of Time China, said that the Notice should guide orderly demolition and continuous renewal. For example, it is required that the demolition of the old city should not exceed 20%, and the ratio of demolition and construction of shanty towns and villages in the city outside the old city should not be greater than 2. At that time, China basically did not participate in the transformation of the old city, so it had no influence. For the reconstruction of villages in cities, the demolition and construction ratio in China is basically below 2.

Li Silian, chairman of R&F Real Estate, also responded at the interim results conference that according to the policy interpretation of the Ministry of Housing and Urban-Rural Development, it was not demolished in the old city. Guangzhou has 1 1 area, and the old reconstruction projects in Yuexiu District and Liwan District are affected, generally in Tianhe, Huangpu, Nansha and Haizhu.

Where will housing enterprises go in the case of changing urban renewal mode? In this regard, Wu predicted that local urban renewal policies will pay more attention to organic renewal and guide enterprises to participate rationally. At the same time, enterprises should participate in urban renewal with the concept of management.

In the view of Liu Chu, general manager of Yuanjing Group's Urban Renewal Division, it is more urgent for social capital to change its development concept, truly change from "making big money and quick money" to "making small money and slow money", give full play to the advantages of innovation and market mechanism of enterprises, enhance its core competence around key links such as financing, project planning, planning and design, construction and operation services, and be good at creating "low-profit sustainability" in developing new formats, new scenarios and new functions.

Beijing News reporter Yuan Xiuli

Editor Wu Xin proofreads Fu.