房地产行业：DeepSeek冲击波专题-存量地产精准运营，开发物管效能提升

Investment Rating - The report maintains a "Recommended" rating for the real estate industry [2]. Core Insights - The report emphasizes the importance of AI technology in enhancing operational efficiency in the real estate sector, particularly in the management of existing properties and residential development [4][39]. - It highlights the growing trend of utilizing AI for precise management in various segments such as affordable housing, industrial parks, and shopping malls, which can lead to improved rental efficiency and customer satisfaction [4][19][22]. Summary by Sections 1. Assisting Precise Management of Existing Properties - Affordable Housing Operations: The report discusses the management of affordable housing, which includes various departments such as operations, concierge services, product management, and data management, all of which can benefit from AI integration [9][11]. - Smart Park Operations: It outlines the challenges in park management, including supply-demand mismatches and slow transactions, and how AI can facilitate efficient customer acquisition and service delivery [19][21]. - Shopping Mall Operations: The use of AI for customer flow analysis and management is highlighted, which can optimize internal layouts and enhance customer experiences [22]. 2. Enhancing Management Efficiency in Residential Development and Property Management - Pre-Delivery: Marketing and Operations: The report notes the shift towards digital marketing strategies, where AI can help improve customer acquisition and reduce marketing costs [24][30]. - Post-Delivery: Property Management: It emphasizes the role of technology in property management, including security, cleaning, and maintenance, with examples of companies successfully implementing these technologies [31][34]. 3. Investment Recommendations - The report identifies key companies expected to benefit from AI applications, including Poly Developments, China Merchants Shekou, Longfor Group, and Vanke A, among others [39]. It also suggests monitoring quality developers and property management firms that are leveraging technology for operational efficiency [39].