Group 1 - Beike is reportedly undergoing a large-scale layoff, with rumors suggesting a 30% reduction in workforce, particularly affecting the R&D department and senior positions [2][3] - Employees have confirmed the N+4 compensation plan, but some believe it is misleading as it effectively amounts to N+1 plus three months of year-end bonus [2][3] - A source close to Beike claims the actual layoff figure is exaggerated, estimating it to be around 0.5%, which would affect approximately 650 employees based on a total workforce of about 131,800 [2][4] Group 2 - Beike's total employee count as of June 2025 is approximately 131,800, down by about 3,200 from the end of 2024 [4][5] - The company has faced significant pressure in its core real estate business, with net profit dropping by 36.1% year-on-year in Q3 2025 [2][6] Group 3 - The real estate market's overall downturn has impacted Beike's performance, with a 5.8% increase in existing home transaction volume to 505.6 billion RMB, but a 3.6% decline in net revenue to 6 billion RMB [6][7] - New home transactions fell by 13.7% to 196.3 billion RMB, leading to a 14.1% decrease in revenue from this segment [6][7] Group 4 - Beike's non-real estate business revenue has increased to 45% of total revenue, marking a historical high, as the company shifts focus to new business segments [6][8] - Despite the growth in non-real estate sectors, these new businesses face challenges with low profit margins, making it difficult to offset declines in traditional business profits [8] Group 5 - Beike has initiated a share buyback program, accumulating approximately 2.3 billion USD in repurchases, representing about 11.5% of its pre-buyback share capital [9] - Vanke has completely divested its stake in Beike, marking the end of their strategic partnership that began in 2015 [11]
贝壳整体裁员30%严重夸大，实不及0.5%