BEKE(US:BEKE) Mei Ri Jing Ji Xin Wen·2025-12-14 13:28Core Viewpoint - Beike Group's subsidiary, Beihome, emphasizes its focus on a light-asset model rather than becoming a developer, aiming to leverage its strengths in the real estate market [1][3] Group 1: Company Strategy - Beihome's CEO Xu Wanggang stated that the decision to not pursue self-operated projects is not due to poor market performance but rather a strategic shift to collaborate with developers [1][3] - The company aims to focus on its C2M (Customer to Manufacturer) model, which is designed to better meet customer needs through comprehensive services and partnerships with other real estate firms [1][2] - Beihome has launched its C2M positioning plan based on data and AI algorithms to predict customer preferences and guide product positioning [2] Group 2: Market Performance - As of December 11, the Beichen S1 project in Chengdu achieved 20 signed contracts within a month of opening, ranking second in total signed contracts for high-end residential properties in the city for 2025 [1][2] - The Shanghai Beilian C1 project also performed well, ranking third in sales area and number of units sold in November [1][2] Group 3: Future Collaborations - Beihome is exploring new collaboration methods, not limited to developers but also including city investment companies, construction agents, and financial partners [4] - The company has established 17 projects across major cities such as Beijing, Shanghai, and Guangzhou, collaborating with various real estate firms [3]