物业管理板块走强华润万象生活(01209)涨3.67% 国务院印发城市更新“十五五规划”

金吾财讯

Jun 05

金吾财讯 | 物业管理板块走强，众安智慧生活(02271)涨5.88%，正荣服务(06958)涨5.32%，雅居投资控股(08426)涨3.85%，星悦康旅(03662)涨3.70%，华润万象生活(01209)涨3.67%，卓越商企服务(06989)涨3.03%，润华服务(02455)涨2.56%，合景悠活(03913)涨2.30%，时代邻里(09928)涨2.04%。消息面上，5月28日，国务院正式印发《城市更新“十五五”规划》（国发〔2026〕12号），这是我国城市更新领域首个国家级专项规划。规划设定"到2030年城市更新行动取得重要进展、到2035年基本建成现代化人民城市"的双阶段目标。开源证券表示，本次规划是首个城市更新国家级专项规划，标志着城市更新从地方探索升级成为国家战略。规划提及的REITs退出、土地弹性供应、功能转换等制度安排，或为房企从开发商转型城市运营商提供了工具箱，对已在商业运营、长租公寓、产业园等领域有布局的房企，规划提供了政策确认和融资便利。该行推荐局城市基本面较好、善于把握改善型客户需求的强信用房企；住宅与商业地产双轮驱动，同时受益于地产复苏和消费促进政策；“好房子，好服务”政策下服务品质突出的优质物管标的。

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href=\"https://laohu8.com/S/02271\">众安智慧生活</a>(02271)涨5.88%，<a href=\"https://laohu8.com/S/06958\">正荣服务</a>(06958)涨5.32%，<a href=\"https://laohu8.com/S/08426\">雅居投资控股</a>(08426)涨3.85%，<a href=\"https://laohu8.com/S/03662\">星悦康旅</a>(03662)涨3.70%，<a href=\"https://laohu8.com/S/01209\">华润万象生活</a>(01209)涨3.67%，<a href=\"https://laohu8.com/S/06989\">卓越商企服务</a>(06989)涨3.03%，<a href=\"https://laohu8.com/S/02455\">润华服务</a>(02455)涨2.56%，<a href=\"https://laohu8.com/S/03913\">合景悠活</a>(03913)涨2.30%，<a href=\"https://laohu8.com/S/09928\">时代邻里</a>(09928)涨2.04%。消息面上，5月28日，国务院正式印发《城市更新“十五五”规划》（<a href=\"https://laohu8.com/S/600538\">国发</a>〔2026〕12号），这是我国城市更新领域首个国家级专项规划。规划设定\"到2030年城市更新行动取得重要进展、到2035年基本<a href=\"https://laohu8.com/S/01630\">建成</a>现代化人民城市\"的双阶段目标。开源证券表示，本次规划是首个城市更新国家级专项规划，标志着城市更新从地方探索升级成为国家战略。规划提及的REITs退出、土地弹性供应、功能转换等制度安排，或为房企从开发商转型城市运营商提供了工具箱，对已在商业运营、长租公寓、产业园等领域有布局的房企，规划提供了政策确认和融资便利。该行推荐局城市基本面较好、善于把握改善型客户需求的强信用房企；住宅与商业地产双轮驱动，同时受益于地产复苏和消费促进政策；“好房子，好服务”政策下服务品质突出的优质物管标的。</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>物业管理板块走强 华润万象生活(01209)涨3.67% 国务院印发城市更新“十五五规划”</title>\n<style 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href=\"https://laohu8.com/S/02271\">众安智慧生活</a>(02271)涨5.88%，<a href=\"https://laohu8.com/S/06958\">正荣服务</a>(06958)涨5.32%，<a href=\"https://laohu8.com/S/08426\">雅居投资控股</a>(08426)涨3.85%，<a href=\"https://laohu8.com/S/03662\">星悦康旅</a>(03662)涨3.70%，<a href=\"https://laohu8.com/S/01209\">华润万象生活</a>(01209)涨3.67%，<a href=\"https://laohu8.com/S/06989\">卓越商企服务</a>(06989)涨3.03%，<a href=\"https://laohu8.com/S/02455\">润华服务</a>(02455)涨2.56%，<a href=\"https://laohu8.com/S/03913\">合景悠活</a>(03913)涨2.30%，<a href=\"https://laohu8.com/S/09928\">时代邻里</a>(09928)涨2.04%。消息面上，5月28日，国务院正式印发《城市更新“十五五”规划》（<a href=\"https://laohu8.com/S/600538\">国发</a>〔2026〕12号），这是我国城市更新领域首个国家级专项规划。规划设定\"到2030年城市更新行动取得重要进展、到2035年基本<a href=\"https://laohu8.com/S/01630\">建成</a>现代化人民城市\"的双阶段目标。开源证券表示，本次规划是首个城市更新国家级专项规划，标志着城市更新从地方探索升级成为国家战略。规划提及的REITs退出、土地弹性供应、功能转换等制度安排，或为房企从开发商转型城市运营商提供了工具箱，对已在商业运营、长租公寓、产业园等领域有布局的房企，规划提供了政策确认和融资便利。该行推荐局城市基本面较好、善于把握改善型客户需求的强信用房企；住宅与商业地产双轮驱动，同时受益于地产复苏和消费促进政策；“好房子，好服务”政策下服务品质突出的优质物管标的。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"06989","symbol_name":"卓越商企服务","start_time":0,"source_url":"1983127","article_id":"2641992531","we_media_id":"1086022552","thumbnails":["https://static.szfiu.com/news/20200908/MDgxZGVmMDU5NGQxM2FkZGQzODVkYTY4OWM4NjkxNzk5NzY4NzQ2MDU0.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2641992531","pubTimestamp":1780625835,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"金吾财讯","introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"summary":"金吾财讯 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