自如生长14年,两次改变租住行业的底层逻辑
3 6 Ke·2025-10-31 10:37

Core Insights - The article discusses the evolution of the Chinese rental market through the lens of the company Ziroom, highlighting its innovative business model and strategic shifts over the years [2][5][6]. Group 1: Historical Context and Initial Innovations - In 2011, a group of Chinese entrepreneurs, including Ziroom's founder Xiong Lin, traveled to Japan and the U.S. to learn from established markets, aiming to transform the fragmented rental market in China [2][3]. - The initial model focused on productizing individual rental units, moving from a C2C to a C2B2C model, which aimed to bring transparency to a previously opaque market [2][4]. Group 2: Key Strategies and Operational Changes - Ziroom's core actions centered on three areas: product enhancement, service provision, and technology integration, which collectively improved rental efficiency and user experience [4]. - The company transitioned from a "peace of mind rental" model to a "gain rental" model in 2021, treating each property as a hotel to optimize asset management and rental strategies [5][6][16]. Group 3: Market Adaptation and Resilience - Following the market downturn post-2021, many rental companies failed, but Ziroom's early transition allowed it to survive and thrive, with over 70% of its properties now under the gain rental model [6][27]. - The shift to gain rental was seen as a necessary evolution, allowing for shared risk and reward between the company and property owners, thus enhancing market stability [27][28]. Group 4: Future Outlook and Industry Impact - Ziroom aims to redefine the rental market's underlying logic by promoting a sustainable and long-term asset management approach, which is increasingly accepted by property owners [27][28]. - The company emphasizes the importance of creating value for both landlords and tenants, ensuring a balanced and efficient rental ecosystem [23][24].