迎接数智红利 不动产行业步入精益运营深水区

Core Insights - The Chinese real estate and construction industry is undergoing a profound transformation, shifting from scale expansion to enhancing operational quality and sustainability, driven by the "Digital China" strategy and the new productivity concept [1] - Artificial intelligence (AI) is identified as the core driving force of this transformation, although the integration of AI with business scenarios and the sustainable path for value creation remain areas for exploration [1][3] - The KPMG report highlights a dual perspective of a "clear future" and a "blurred present," indicating a consensus on the direction of smart technology, while the pace of technological breakthroughs outstrips the evolution of organizational and data foundations [2][3] Industry Transformation - The past five years have represented a microcosm of the real estate industry's shift from development to operation, from backend to frontend, and from self-research to ecosystem collaboration [2] - The importance of asset lean operation has increased as the market transitions from growth to stock, with technology departments becoming key links in addressing various demands through digital intelligence [2] - The 2025 KPMG "New Intelligence Practice" case selection exemplifies the embodiment of "new productivity" in AI-enabled high-quality industry development [2] Challenges and Opportunities - The industry faces a paradox of "clear future" trends and "blurred" realities, with a pressing need for AI to support future operations amid increasing competition and the challenges of transitioning from traditional models to AI-driven forms [3] - Many companies are still in the early stages of AI application, primarily focused on data collection and information integration, with decision-making heavily reliant on experienced teams [3] - The shift from "information advantage" to "model advantage" in asset management presents a challenge in balancing short-term returns with long-term capability building [3] New Competitive Landscape - Companies are adjusting strategies to navigate revenue pressures during industry downturns, including serving state-owned enterprises and expanding into new infrastructure sectors [4] - The new core competitive advantages are identified as data assets, algorithm capabilities, and organizational agility, applicable to both tech companies and traditional developers [4] - Ecosystem collaboration and co-creation have become mainstream, with tech firms that provide leading solutions and can customize standardized products being favored by partners [4] Path Forward - Key breakthroughs are seen in internal organizational awareness and strategic alignment, with a clear roadmap for encouraging innovation and developing AI product managers [5] - The focus of digitalization is shifting from construction processes to ongoing data operations of completed assets, necessitating timely and accurate operational information for risk management and business decisions [5][6] - The development of the REITs market requires a better understanding of financial tools and lifecycle value management in asset management transformation [6] Talent Development and Global Expansion - The scarcity of talent that combines business acumen with technical expertise is recognized as a bottleneck, with companies increasingly using project-based practices to stimulate internal talent development [7] - The global competitiveness of domestic solutions is improving, with more companies actively expanding overseas, although challenges related to local regulations and industry practices remain [7] - The narrative of AI empowering real estate emphasizes the need for strategic patience and systematic self-reconstruction through iterative practices [7][8]