Core Viewpoint - Several property management companies are actively withdrawing from projects due to low collection rates, long-term losses, and unresolved issues with developers and homeowners [1][4][6] Group 1: Reasons for Withdrawal - Companies like China Overseas Property and Kincai Service have announced their exit from projects due to low occupancy rates and accumulated unpaid property fees, leading to long-term losses [1][3] - Goldfinch Property cited continuous losses and increasing operational costs as reasons for its withdrawal from the Xiangyin project, where property fees were not paid due to issues unrelated to property management [2][3] - The withdrawal trend includes over 10 property management firms, driven by low collection rates, unresolved historical issues with developers, and escalating conflicts with homeowners and committees [1][4] Group 2: Financial Implications - The property fee collection rate in 2024 is reported to be 82%, a decrease of approximately 3 percentage points from the previous year, indicating a challenging financial environment for property management companies [5][6] - Companies are facing rising costs in labor and infrastructure maintenance, which are testing their profitability [5][6] Group 3: Strategic Shift - The trend of active withdrawal reflects a strategic shift from "scale-first" to "quality-first," with companies focusing on core urban areas like the Yangtze River Delta and Greater Bay Area [7] - Companies are optimizing resource allocation by exiting projects with low collection rates and high operational costs, aiming to enhance service quality in more viable projects [6][7]
超10家物企主动从亏损小区撤场 涉中海物业等头部企业