The ninth plenary session of the State Council held on August 18 emphasized that it is necessary to effectively unify thoughts and actions with the scientific judgment and decision-making and deployment of the Party Central Committee on the current situation, further consolidate and expand the positive trend of economic recovery, and make every effort to achieve the goals and tasks of economic and social development throughout the year. In the field of real estate, the three key directions of "consolidating the trend of stopping the decline and stabilizing the decline, promoting the transformation of urban villages and dilapidated houses, and releasing the demand for improvement" not only injected key confidence into the real estate industry, but also brought clear and visible development opportunities to the sand and gravel industry. As an indispensable core raw material in construction projects, the implementation of real estate projects and urban renewal projects will directly drive the increase in demand for sand and gravel and open up new market space for the sand and gravel industry.
It is worth noting that there have been positive actions at the policy level. In fact, since the beginning of this year, the central government has repeatedly emphasized the importance of urban renewal, and the Central City Work Conference and the Politburo meeting of the CPC Central Committee on July 30 have clearly required high-quality promotion of urban renewal work.
Previously, Hainan has issued relevant policies to clarify that the renovation of urban villages in high-inventory areas can adopt the method of housing ticket resettlement, which makes the working mechanism of "urban village transformation - housing ticket use - improvement demand release - digestion of new housing inventory" clearer. Yan Yuejin believes that the core of this expression is "coordinated promotion through multiple channels and methods", emphasizing the comprehensiveness and flexibility of policy strategies, which is an important positioning and requirement for the direction of real estate policy at this meeting.
On the supply side, increasing the supply of high-quality housing and attracting improved demand to enter the market by building "good houses" is one of the important paths.
From the perspective of industry linkage, the real estate and urban renewal policies clarified by the State Council meeting have continuity of the opportunities brought to the sand and gravel industry: on the one hand, the continuous promotion of urban village renovation, renovation of dilapidated houses and new construction projects of improved housing will bring stable demand growth space to the sand and gravel industry; On the other hand, with the establishment of the "good house" standard and the promotion of green buildings, the sand and gravel industry can achieve its own transformation and upgrading while meeting market demand by optimizing product structure and improving supply efficiency. It can be said that the promotion of the real estate market's goal of "stopping the decline and stabilizing" and the deepening of urban renewal are building a new development pattern of "demand support and room for development" for the sand and gravel industry.