Core Insights - The core viewpoint of the articles is that Beike is leveraging the C2M (Customer to Manufacturer) model to transform the real estate development sector, emphasizing the importance of customer sovereignty in a changing market landscape [1][2][3] Group 1: Market Dynamics - The real estate market has shifted from a seller's market to a buyer's market since 2021, leading to more cautious purchasing behavior and longer transaction cycles [1][3] - As the market declines, customer acquisition becomes more challenging, resulting in increased sales costs for real estate companies [3] Group 2: Beike's Strategy - Beike aims to validate and enhance its C2M capabilities by independently managing real estate projects, creating a larger model to promote the C2M approach across various cities and projects [2][3] - The company has established 17 diverse real estate development projects in major cities like Beijing, Shanghai, and Guangzhou, with specific projects such as Chengdu Beichen S1 and Shanghai Beilian C1 being managed independently by Beike [2][3] Group 3: Product Philosophy - Beike's product philosophy prioritizes quality living over sales performance, emphasizing that understanding customer needs is more important than mere development experience [2][3] - Research conducted on 1,352 new projects in top 10 cities indicates that high-quality projects have better sales velocity, reinforcing the demand for well-matched housing solutions [1][3]
贝壳副董事长徐万刚：匹配客户需求的好房子仍然热销