The country's old retrofitting policy has landed, the market has arrived after renovation, and someone's quietly laying it out
On 28 may 2026, the state council issued the urban renewal “fifty five” plan。
This document has not been read by many of the retrofitters. But there's one thing in it that's worth reading in your hand. Over the next five years, the rehabilitation of old towns and suburban areas throughout the country will continue to move forward on a large scale, with the renovation, renovation and upgrading of housing stock at an unprecedented level。
Some signals, people who saw them earlier, are different。
It's not a slogan. It's real silver
Let's start with a few things that have landed:
Translation: the state pays and the owner flips the old house. You can't take this. It's your business。
There are fewer new houses, but the house will always be repaired
You know better than i do about the renovations two years ago. The delivery of new houses has been reduced, and many urban renovation companies have taken the blood of a single sheet。
But on the other side, a larger market is emerging。
In 2026, the size of the national assembly market is estimated at between $2. 68 trillion and $3. 15 trillion. The largest increase is not for the renovation of new houses, but for the renovation and renovation of stock houses — the market after renovation。
The house will be old. The tiles will be empty. The walls will crack. Waterproof will fail. This will not happen because there are fewer new houses, but more and more. China has more than 400 million housing units on its stock, and the average housing age is approaching 20 years — maintenance needs and stepping on flashpoints。
It's not a "wind mouth" metaphor. It's math。
Don't take old times for "disassemble the whole house."
When it comes to renovation, many people are thinking about the demolition of the house, two months of work, and a budget of 100,000。
No, it's not。
The largest part of the old retrofit market is precisely local maintenance — a leak in a bathroom, a few tile drums and a break in the kitchen table. These tasks are not appreciated by traditional renovation companies (which are too small), the owners themselves (which are difficult) and the quality owners of the guerrillas are afraid to believe them。
This is the cut-off of the renovated market: standardized, micro-introduced and fast-delivery local repair services。
A typical example is the restoration of tiles. No bricks, no moving houses, two people coming in, punching in, working half a day. The owner walked back and forth on the fixed bricks, banging a hammer, nothing。
The owner is willing to pay for this, because the trouble is gone。
This window is opening
The policy has put water down — old conversion subsidies, special urban renewal debt, rigid maintenance requirements due to ageing housing age — and three forces have come together。
But those who provide self-service are far from sufficient。
The early decorator is upgrading "scattered renovation work" to "standard repair services". It is not technically complex and has a heavy model, with a team and a set of processes that will cover the needs for old alterations and maintenance in an urban area。
Window period has limits. When you come in, you decide whether you're eating the soup or following it back to smell。
If you've worked in the renovation industry for a few years, you're looking for a track where you can expand your skills and experience。
