丁祖昱:产品的确定性时代已经到来 | 产品力100峰会后记
克而瑞地产研究·2026-01-12 05:06

Core Viewpoint - The "2025 China Real Estate Product Power TOP 100 Release Conference" highlighted the significant transformation in the real estate industry, emphasizing the shift from scale to product power due to market adjustments and the introduction of the "Good House" policy by the Ministry of Housing and Urban-Rural Development in 2025 [6]. Group 1: Industry Transformation - The real estate product power has dramatically changed since the second half of 2023, moving away from a focus on scale that dominated from 2016 to 2021 [6]. - The "Good House" policy is seen as a key to the future development of China's real estate sector, with less than 5% of existing housing meeting its standards, indicating a vast improvement potential for 95% of the housing stock [6]. - Future housing improvement demand is projected to reach 700 to 1,000 million square meters per year, serving as a core driving force for the industry [6]. Group 2: Product Standards and Innovation - The standards and practices of "Good Houses" have permeated all aspects from top-level design to building planning and property management, leading to a rapid rollout of quality products that enhance customer experience [6]. - The era of product certainty has arrived, with companies establishing product standard systems that leverage unique advantages, particularly in technology empowerment [6]. - The "Five Constants+" living experience and the comprehensive deployment of smart home technologies are expected to lead to a qualitative leap in smart residential properties by 2025 [6]. Group 3: Market Outlook - Despite current market conditions where customers remain cautious, housing prices are at a historical low, and product standards have reached their highest levels, making it an optimal time for buying or upgrading homes [7]. - The conference marks the beginning of a new five-year period for the real estate sector, aiming to make it the "Year of Products" in Chinese real estate development [7].

丁祖昱:产品的确定性时代已经到来 | 产品力100峰会后记 - Reportify