王敬：从交易到资产，好房子正在重塑二手房价值链

Core Insights - The core theme of the presentation is the "Good House Strategy," which aims to activate the growth curve of the intermediary industry in the context of the second-hand housing market [1][4]. Industry Context - The Chinese real estate market has transitioned from a high-growth phase to one dominated by stock transactions, with second-hand houses becoming the main focus and core stage for the intermediary industry [4]. - To achieve sustainable development, the industry must shift from a "matching logic" to a "value logic" [4]. Good House Strategy Framework - The "Good House" strategy is defined by four key standards: - Layout Optimization: Space transformation for asset regeneration [7]. - Renovation Standards: Diverse styles and controllable construction to ensure quality and experience [7]. - Technology Empowerment: Integration of smart home technology, AI design, and digital delivery to enhance efficiency and certainty [7]. - Green and Eco-friendly: Use of low-carbon materials and environmentally friendly processes to meet consumer trends [7]. Intermediary Industry Growth - The intermediary industry faces challenges such as reliance on commission-driven models, severe service homogenization, and a lack of systematic product capabilities [9]. - To overcome growth bottlenecks, new capability models must be introduced from outside the industry [9]. Comprehensive Solutions for Intermediaries - The company offers a full-chain solution through four empowerment modules: - Design Capability: 24 years of design experience combined with 10 years of AI research to enhance property sales potential [11]. - Technology Capability: Customer profiling and integrated selling systems to improve agent efficiency [11]. - Supply Chain Capability: National direct procurement and standardized SKUs to reduce intermediary risks [11]. - Financial Capability: Integration of supply chain finance and consumer finance to streamline funding [11]. Strategic Vision and Industry Responsibility - The "Good House Strategy" represents not only a market choice but also an industry responsibility [14]. - Methods such as pre-sale beautification, unilateral agency, and standard delivery are driving the second-hand housing industry towards quality and efficiency [14]. - The company's goal is to leverage technology and supply chain capabilities to help intermediaries reshape their value chain and create a new industry ecosystem [14].