贝好家C2M模式重构“好房子”生长逻辑

Core Insights - The real estate market is transitioning from an incremental to a stock era, with a focus on "returning to residential attributes" as a core theme of industry transformation [1] - Beike Group's strategic upgrade in 2023 introduced the Beihome business line, centered on the C2M (Customer to Manufacturer) model, marking a shift from developer-led to consumer-participatory development logic [1][2] - The C2M model aims to address issues of supply-demand mismatch and high inventory by utilizing a data-driven approach to real estate development [2][8] Group 1: C2M Model Implementation - Beihome has established partnerships with major developers like China Merchants Shekou and China Overseas Land to implement C2M projects in Beijing [2] - The C2M model emphasizes a data-driven full-chain system that includes demand insight, product definition, and development execution [2][9] - The successful launch of the Chang'an Huaxi Mansion project demonstrated the effectiveness of the C2M model, achieving sales of 1.6 billion yuan within two and a half hours during its first opening [3][4] Group 2: Data-Driven Decision Making - Beihome has developed a project value matrix and scoring model that utilizes big data and algorithms to predict pricing accurately, with deviations of less than 1% between predicted and actual prices [4][10] - The integration of various data dimensions allows for precise modeling of housing types and configurations, aligning closely with consumer preferences [3][5] - The data-driven approach enhances project turnover speed and ensures long-term value and customer satisfaction [5] Group 3: Redefining "Good Housing" - Beihome's concept of "good housing" transcends mere physical structures, focusing on creating living systems that cater to the entire lifecycle of residents [6] - The introduction of flexible housing designs aims to accommodate diverse family structures and life stages, allowing for adaptability over time [6][7] - The "lazy living" concept promotes efficient space design to reduce household burdens and enhance comfort, addressing modern consumers' needs [7] Group 4: Industry Implications - Beihome's C2M model is prompting a reevaluation of development logic, value distribution, and industry collaboration within the real estate sector [8][9] - The shift from land value reliance to user value extraction signifies a fundamental change in competitive dynamics, with data becoming a new production factor [9] - The model fosters a collaborative ecosystem among various stakeholders, enhancing efficiency and reducing risks through specialized roles [9][10]