Core Viewpoint - Beike's residential development service platform, Beihome, has officially launched its first project, "Financial City·Beichen S1," marking its entry into real estate development and validating its core C2M (Customer to Manufacturer) model [1][6]. Group 1: Project Launch and Strategy - Beihome was established following Beike's strategic upgrade in July 2023, with the aim of leveraging data advantages to enhance product offerings through the C2M model [2][7]. - The project "Financial City·Beichen S1" was acquired for a total price of 1.076 billion yuan, with a floor price of 27,300 yuan per square meter and a premium rate of 42.19% [2][7]. - The project has seen 25 units signed since its opening, while the second project, "Beilian C1," received 81 family subscriptions on its first day of opening [2][7]. Group 2: C2M Model and Operational Insights - The C2M model focuses on using big data and AI algorithms to analyze customer needs, predicting product types and price expectations to inform project positioning [2][7]. - Beihome's self-operated projects serve to validate and enhance its C2M capabilities, allowing for a complete cycle of land acquisition, design, construction quality control, and marketing [2][8]. - The company plans to shift away from self-operated projects after validating its model, opting for a light-asset approach to maximize value creation [3][8]. Group 3: Data-Driven Decision Making - Beihome has established 17 diverse real estate development projects across major cities, collaborating with various developers [9]. - The effectiveness of the C2M model is evaluated through key performance indicators, including the alignment of target customer profiles with actual buyers and the consistency of pricing models with sales outcomes [10]. - The design process emphasizes customer needs over traditional developer experience, as demonstrated by a shift in architectural orientation based on customer preferences for views rather than traditional layouts [10]. Group 4: Future Collaboration and Expansion - Beihome's future collaborations will extend beyond traditional developers to include city investment companies, construction agents, and asset-holding investors [10].

Core Insights - The project "Financial City. Beichen S1" in Chengdu has garnered significant attention for its innovative design and operational model, which emphasizes a C2M (Customer to Manufacturer) approach, allowing consumers to directly influence product design and manufacturing [1][2][3] - Beichen S1's construction cost exceeds that of many luxury properties in Shanghai and Shenzhen, reflecting a commitment to high-quality development [1][3] - The project has set a new record for residential land prices in Chengdu, with a floor price of 27,300 yuan/m², indicating strong market demand and potential for value appreciation [2][3] Design and Construction - Beichen S1 features a unique architectural design with a cost of over 4,000 yuan/m² for its facade, utilizing advanced materials like UHPC (Ultra-High-Performance Concrete) and aluminum panels, creating a striking aesthetic [4] - The project incorporates a comprehensive landscape design that integrates over 200 types of plants and natural stone, enhancing the living experience and aligning with the concept of "homes in the scenery" [4][5] - The residential units are equipped with over 310 smart devices, significantly surpassing the average for high-end smart homes in China, showcasing a commitment to advanced technology integration [5] Market Positioning and Strategy - The C2M model aligns with current market trends, emphasizing customer-centric development and reflecting a shift from a seller's market to a buyer's market since 2021 [2][7] - Beichen S1 serves as a prototype for Beike's strategic vision, demonstrating the feasibility of the C2M model and its potential to reshape the real estate industry [8] - The project has achieved notable sales success, ranking second in total sales volume for luxury properties in Chengdu shortly after its launch, indicating strong market acceptance [5][8] Innovation and Customer Focus - The design process for Beichen S1 involved extensive customer research, leading to features that address specific needs, such as enhanced accessibility and convenience for residents [6][7] - The project emphasizes a high degree of customization and systematic innovation, reflecting a deep understanding of customer preferences and behaviors [6][7] - Beike's data-driven approach allows for a more tailored residential experience, moving beyond traditional real estate practices to meet evolving consumer demands [6][7]

金吾财讯 | 热门中概股普跌，纳斯达克中国金龙指数跌1.18%。小马智行(PONY)跌4.75%，贝壳(BEKE) 跌3.62%，百度(BIDU)跌3.41%，金山云(KC)跌2.56%，阿里巴巴(BABA)跌2.55%，中通快递(ZTO)跌 2.43%，好未来(TAL)跌2.26%。 金吾财讯 | 热门中概股普跌，纳斯达克中国金龙指数跌1.18%。小马智行(PONY)跌4.75%，贝壳(BEKE) 跌3.62%，百度(BIDU)跌3.41%，金山云(KC)跌2.56%，阿里巴巴(BABA)跌2.55%，中通快递(ZTO)跌 2.43%，好未来(TAL)跌2.26%。 ...

极目新闻记者 刘闪 贝壳下场做开发一直备受关注。近日，贝壳旗下贝好家在成都打造的高端住宅项目"金融城·贝宸S1"亮相，因先锋设计、未来科技、与众不同的CM2模式、 大数据造房，引发全国房地产行业的广泛关注与热议。 图：金融城·贝宸S1意境创想图 根据成都市住房和城乡建设局最新网签数据，截至2025年12月11日，在成都总价2000万以上的住宅（含别墅）中，开盘不足一个月的"金融城·贝宸S1"累计 网签达20套，跻身该市全年累计网签量第二名。 贝壳跨界开发，饱和投入打造"下一代豪宅" 贝宸S1位于成都金融城三期，距城市核心地标"双子塔"仅两公里。该地块由贝壳旗下住宅开发服务平台贝好家于2024年9月20日以10.76亿元总价竞得，折合 楼面价27300元/m²，一举刷新了成都市住宅用地楼面价纪录。 图：金融城·贝宸S1意境创想图 图：贝宸S1全景观架空层实拍图 在375㎡户型中，贝宸S1共接入环境控制、安防感知、影音娱乐、家用电器等19大类、超310个智能设备，达到国内高端智能住宅平均水平的4倍。据悉，其 中多个国际品牌是通过贝宸S1项目，首次实现与华为鸿蒙系统的生态联通。 "贝壳的模式让我想到了华为对汽车行业 ...

Core Insights - Beike's subsidiary, Beihome, has launched a C2M full-chain solution aimed at transforming the real estate market by better aligning housing supply with market demand [1] - The real estate market is shifting from a seller's market to a buyer's market, with second-hand home transactions in key cities rising to approximately 73%, and in some cities exceeding 80% [1] - The C2M model leverages big data and AI to analyze customer needs and predict housing price trends before project development, providing solutions for product positioning, unit mix, and pricing strategies [1] Industry Trends - The real estate market is experiencing a significant transition, characterized by longer decision-making cycles for buyers and an increase in property viewings [1] - The supply of housing continues to grow, indicating a shift in the supply-demand relationship within the market [1] - Beihome has implemented 17 projects in major cities such as Beijing, Shanghai, and Guangzhou, collaborating with notable developers like China Overseas Land & Investment and China State Construction Engineering [2] Challenges - Experts highlight that the C2M model may face common challenges such as funding pressures, supply chain integration, and brand competition, which could be exacerbated in the real estate sector due to its high product value and complex supply chains [2]

Core Insights - The article highlights the launch of the high-end residential project "Financial City·Beichen S1" by Beike's subsidiary Beihome in Chengdu, which has set a record for land floor price in the city at 27,300 yuan/square meter [1] - The project has achieved significant sales, ranking second in total sales volume for properties priced over 20 million yuan in Chengdu within a month of opening [1] Group 1: Project Details - Beichen S1 was acquired for a total price of 1.076 billion yuan, marking a historic high for residential land in Chengdu [1] - The construction cost of Beichen S1 exceeds the land price, reaching over 30,000 yuan/square meter, which is uncommon in past residential projects [2] - The average selling price of the project is over 60,000 yuan/square meter, nearly at cost price [2] Group 2: Innovative Development Model - Beichen S1 introduces a C2M (Customer-to-Manufacturer) model, utilizing big data and AI to drive user demand research, transforming the traditional development workflow into a collaborative process involving developers, architects, and future residents [3] - The project incorporates top-tier suppliers and experts across various fields, focusing on customer-oriented design and innovation [3] Group 3: Smart Home Features - The project features a "Six Senses Smart System" integrated with Huawei's HarmonyOS, connecting over 310 smart devices across 19 categories, achieving four times the average level of high-end smart residences in China [4] - Notable innovations include high-end appliances and unique features like a foot bath in the elderly room and elevated washing machines for convenience [3][4] Group 4: Strategic Positioning - Beihome aims to position itself not as a new developer but as a partner providing comprehensive solutions for developers, owners, and construction parties, enhancing collaboration in the housing market [5] - The Beichen S1 project serves as a model for Beihome, emphasizing the importance of customer satisfaction and long-term partnerships for future growth [5]

Core Insights - The article discusses the launch of the high-end residential project "Financial City·Beicheng S1" by Beike's subsidiary Beihome, which has garnered significant industry attention due to its innovative design and technology [1] Group 1: Project Overview - Beicheng S1 features a pioneering architectural style, three-dimensional landscape design, and comprehensive smart home technology [1] - The project is based on a C2M (Customer-to-Manufacturer) model, introducing a series of innovations that differentiate it from traditional residential offerings [1] Group 2: Industry Response - Following the opening of the Beicheng S1 demonstration area, over 50 real estate developers, including major players like China Resources Land, China Merchants Shekou, Vanke, and others, visited for inspection [1]

Core Viewpoint - The launch of the high-end residential project "Financial City·Beichen S1" by Beike's subsidiary Beihome has garnered significant attention in the real estate industry due to its innovative C2M model and design features [1] Group 1: Project Overview - Beichen S1 is located in Chengdu's Financial City Phase III, just two kilometers from the city’s landmark "Twin Towers" [3] - The land was acquired by Beihome for a total price of 1.076 billion yuan, translating to a floor price of 27,300 yuan/m², setting a new record for residential land prices in Chengdu [3] - The project has attracted over 50 real estate developers and service providers for site visits, receiving high praise from executives across various departments [3] Group 2: Investment and Design Strategy - Beihome has invested heavily in the project, with construction costs exceeding 30,000 yuan/m², which is unusual for residential projects, resulting in an average price of over 60,000 yuan/m² [4] - The design of Beichen S1 incorporates feedback from high-net-worth clients, prioritizing scenic views over traditional orientation, with over 70% of clients valuing views more than the direction of the house [5] - The project features a unique layout with four buildings arranged like petals, allowing each unit to enjoy views of the 350-meter-tall Jiaozi Cloud Tower [5] Group 3: Strategic Positioning - Beihome aims to position Beichen S1 as a model for validating its C2M model rather than becoming a new developer, focusing on providing comprehensive solutions for developers and clients [7] - The CEO of Beike Group emphasized the importance of customer reputation and the commitment to quality in both construction and future property management for long-term development [7]

智通财经APP讯，贝壳-W(02423)发布公告，于2025年12月12日，该公司斥资300万美元回购51.95万 股。 ...

贝壳-W(02423)发布公告，于2025年12月12日，该公司斥资300万美元回购51.95万股。 ...