开源地产建筑 旭日东升 会议 十六 高质量推进城市更新 十五五 城市更新或将加速落地

00:00:00欢迎加入会议。密码错误，请重新输入密码并以井号键结束。 00:00:27欢迎接入金门财经电话会议系统，请输入参会密码并以井号键结束。欢迎接入金门财经电话会议系统，请输入参会密码并以井号键结束。 00:01:02欢迎接入金门财经电话会议系统，请输入参会密码并以井号键结束。 00:01:19欢迎接入金门财经电话会议系统，请输入参会密码并以井号键结束。 00:01:36欢迎接入金财经电话会议系统，请输入参会密码并以井号键结束。 00:01:51欢迎接入金门财经电话会议系统，请输入参会密码并以井号键。 00:02:03 您已成功加入会议。感谢大家参加本次会议，会议即将开始，请稍后，Thanks for yourparticipation.The meeting is ready to start.Please remain on the line. 00:02:42 感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation. Themeeting is ready to start. Please remain on the line. 00:03:08 感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation. Themeeting is ready to start. Please remain on the line.感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation. The meeting is ready to start. 00:03:44 Please remain on the line.感谢大家参加本次会议，会议即将开始，请稍后。Thanks foryour participation. The meeting is ready to start. Please remain on the line.感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation. The meeting is ready tostart. 00:04:35 Please remain on the line.感谢大家参加本次会议，会议即将开始，请稍后，Thanks foryour participation. The meeting is ready to start. Please remain on the line.感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation. The meeting is ready tostart. Please remain on the line. 00:05:40 感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation. Themeeting is ready to start. Please remain on the line.感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation. The meeting is ready to start. Please remain onthe line.感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation.The meeting is ready to start. Please remain on the line. 00:06:56 感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation. Themeeting is ready to start. Please remain on the line. 00:07:21 感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation. Themeeting is ready to start. Please remain on the line.感谢大家参加本次会议，会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remain onthe line. 00:08:12 感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation. Themeeting is ready to start. 00:08:23 Please remain on the line.感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation. The meeting is ready to start. Please remain on the line. 00:09:03 感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation. Themeeting is ready to start. Please remain on the line. 00:09:28 感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation. Themeeting is ready to start. Please remain on the line.感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation. The meeting is ready to start. Please remain onthe line.感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation.The meeting is ready to start. Please remain on the line.感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation. The meeting is ready to start. Please remainon the line. 00:11:10 感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation. Themeeting is ready to start. Please remain on the line.感谢大家参加本次会议，会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remain onthe line.感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation.The meeting is ready to start. 00:12:11 Please remain on the line.感谢大家参加本次会议，会议即将开始，请稍后，Thanks foryour participation. The meeting is ready to start. Please remain on the line.感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation. The meeting is ready tostart. Please remain on the line. 00:13:16 感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation. Themeeting is ready to start. Please remain on the line.感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation. The meeting is ready to start. Please remain onthe line.感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation.The meeting is ready to start. Please remain on the line.感谢大家参加本次会议，会议即将 开始，请稍后，Thanks for your participation. The meeting is ready to start. Please remainon the line. 00:14:58 感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation. Themeeting is ready to start. Please remain on the line. 00:15:23 感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation. Themeeting is ready to start. Please remain on the line.感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation. The meeting is ready to start. Please remain onthe line.感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation.The meeting is ready to start. Please remain on the line.感谢大家参加本次会议，会议即将开始，请稍后，Thanks for your participation. The meeting is ready to start. Please remainon the line.感谢大家参加本次会议，会议即将开始，请稍后，Thanks for yourparticipation. The meeting is ready to start. Please remain on the line. 00:17:29 大家好，欢迎参加开元地产建筑旭日东升电话会议。16高质量推进城市更新十五五城市更新或将加速落地。目前所有参会者均处于静音状态，下面开始播报。声明，本次会议仅面向开源证券的专业投资机构客户或受邀客户，仅供在新媒体背景下研究观点的及时交流，第三方专家发言内容仅代表其个人观点，所有信息或所表述的意见并不构成对任何人的投资建议。未经开源证券事先书面许可，任何机构或个人严禁录音、转发及相关解读。涉嫌违反上述情形的，我们将保留一切法律权利。感谢您的理解和支持，谢谢。 00:18:18 好的，各位投资者大家晚上好。那么感谢大家进入到我们的电话会议。那么今天我们这个会议呢，主要是汇报一下我们团队近期的一个呃点评报告，和我们的一个最新观点啊。那么也是叫做会议的主题呢是高质量推进城市更新，十五五城市更新或将加速落地啊。 00:18:38 那么我们写这个报告的契机呢，也是上周习近平总书记来上海亲自调研了市民新村啊这样一个啊，位于上海核心城区的城市更新项目啊。那么我们觉得这个项目应该来说，对于我们下半年甚至未来更长一段时间的城新城市更新工作呢，都有非常强的。呃，这个引导意 义和引领意义，所以我们也是在这个时时间点呢去发布这样的一个报告。 00:19:09 好，我们可以看一下这个情事件啊。首先就是在7月15号，那么习总书记来到了上海市黄浦区半淞园路街道啊市民新村这个项目，那