5i5j(SZ:000560) Bei Jing Wan Bao·2026-01-20 09:35Core Insights - The overall rental market in Beijing is characterized by "stable volume and declining prices" in 2025, with a decrease in transaction volume compared to 2024, while the number of new listings increased by 4.3% [1] - The average rent declined year-on-year due to changes in supply and demand dynamics, with monthly rent fluctuations kept within 4% [1] Demand Trends - The age structure of renters is shifting, with the proportion of renters aged 35 and above increasing, while the proportion of renters aged 20-35 has decreased by 3.3% [3] - The percentage of renters from the 80s generation has been rising for six consecutive years, indicating a stable work and living environment, with many opting to rent rather than buy [3] Housing Type Preferences - Demand for larger housing types (three bedrooms and above) has been increasing for three consecutive years, while demand for one-bedroom units has been declining [6] - The rise in demand for larger units is attributed to family structure changes due to the two-child and three-child policies, as well as the relatively small rent difference between two-bedroom and one-bedroom units [6] Rental Methodology - The proportion of whole rental units has been increasing over the past five years, driven by the demand for higher-quality rental options as rents decline [8] - The 80s generation, which tends to rent as families, has contributed to the rising demand for whole rentals [8] Product Innovations - The rental service provider "Xiangyu" has launched a new product called "Xiangyu Preferred," which promises quick leasing and stable returns, addressing the challenges posed by declining rents and changing demand structures [9] - This product offers transparent transactions, no price differences in rent, and a commitment to rent out properties within 30 days, enhancing the rental experience for both landlords and tenants [9] Regulatory Environment - The release of the national "Housing Rental Regulations" and the detailed measures of the "Beijing Housing Rental Regulations" are expected to lead the rental market towards professionalization, standardization, and quality improvement [10] - Companies like "Xiangyu," with extensive experience and digital advantages, are well-positioned to meet customer needs and facilitate efficient asset management for landlords [10]