观察：购房者重视住房品质 “好房子”促使房企开辟新赛道

Core Insights - The real estate market is gradually returning to rationality, with buyers placing more emphasis on the residential attributes of housing, leading to an acceleration in the construction of "good houses" [1] - A shift in buyer inquiries has been observed, moving from price per square meter to questions about sound insulation, property management quality, and project amenities, indicating a clearer standard for "good houses" [1] - Companies with strong "product power" are achieving good sales results even in non-prime locations, suggesting that product quality is becoming a key competitive factor in attracting buyers [1] Group 1 - The demand for housing has shifted from merely meeting basic space needs to pursuing quality and adaptability, with over 60% of respondents preferring an improvement area of 90 to 140 square meters [1] - The construction costs for "good houses" have increased, and there remains a gap between current offerings and the established standards, prompting companies to balance their approaches [2] - Companies are encouraged to focus on real user needs, refine product lines for different customer segments, and leverage technologies like AI to enhance development efficiency [2] Group 2 - The maintenance of "good houses" requires effective property management, necessitating better collaboration between development and property management teams to ensure the longevity of these "good products" through market cycles [2]