一、谎言VS真相 在萧山区钱江世纪城，有着S形楼体的新世界丽晶国际中心曾经是短视频里盛行"两万人在此直播"传说 的具体注脚。而现在，滤镜似乎碎了，"人去楼空"成了新的流量密码。 丽晶国际物业经理贾书正向记者展示了真实的底账，"整座大楼共有1629户，其中自住400户左右，对外 出租1100余户。尽管出租占比接近七成，但承租群体一直以周边上班的白领为主，网红和直播间只是其 中很少的一部分。" 在贾书正看来，所谓的"大量空置"，不过是一种视觉误读。几年前，这里因为配套成熟，成了直播抢滩 者的首选，人为制造了供需的极度紧绷。如今，一路之隔的山水时代大厦等高品质楼盘亮起灯火，直播 团队分流是必然的物理过程。 作为中国数字经济的高地，杭州的一举一动往往被视为行业的风向标。 近期，在不少社交媒体上，类似"直播带货第一城光环不再""网红大楼租金腰斩""杭州网红经济退潮， 杭州变'安静'……"这样的标题频频出现，甚至有自媒体断言：杭州的直播经济泡沫已经破裂。 然而，事实果真如此吗？ 带着问题，中国蓝新闻记者走访了杭州多个区域的MCN机构、行业协会、产业园区、房产中介，试图 在"喧嚣"中还原一个真实的杭州直播电商产业"下半场" ...

当科技、新能源汽车等行业以"用户思维"重构产品逻辑时，房地产行业却长期受制于另一套惯性体系： 经验主导、节奏优先、以销售效率覆盖产品风险。随着市场进入存量博弈阶段，这套逻辑正在失效，房 地产也从"卖方市场"走向"买方市场"。 2023年7月，贝壳集团启动"一体三翼"战略，贝好家事业线随之成立。经过883天的系统打磨，贝好家已 在全国11座城市落地17个项目，并与中海地产、招商蛇口（001979）、中国电建（601669）地产、越秀 地产、中国金茂、新兴地产、绿城中国、滨江集团（002244）、兴耀房产等优秀开发商建立合作关系。 成都金融城·贝宸S1，是贝好家首个自主操盘项目。在行业普遍强调周转效率和成本控制的背景下，该 项目选择以"建造成本高于地价"的方式，将资源重新配置到产品端。 开盘不足一个月，贝宸S1即跻身成都2000万元以上豪宅网签榜第二，吸引50余家房企高管组团考察； 贝好家其他项目的合作方亦直言"重新理解了好房子的定义"。从理念碰撞到细节落地，从自操盘验证到 合作项目复制，贝宸S1背后，是贝好家对房地产开发新模式的完整探索。 理念落地，打造"新自然主义的时代之作" "非交付标准的内容，最终不卖给客 ...

Core Viewpoint - Beike's residential development service platform, Beihome, has officially launched its first project, "Financial City·Beichen S1," marking its entry into real estate development and validating its core C2M (Customer to Manufacturer) model [1][6]. Group 1: Project Launch and Strategy - Beihome was established following Beike's strategic upgrade in July 2023, with the aim of leveraging data advantages to enhance product offerings through the C2M model [2][7]. - The project "Financial City·Beichen S1" was acquired for a total price of 1.076 billion yuan, with a floor price of 27,300 yuan per square meter and a premium rate of 42.19% [2][7]. - The project has seen 25 units signed since its opening, while the second project, "Beilian C1," received 81 family subscriptions on its first day of opening [2][7]. Group 2: C2M Model and Operational Insights - The C2M model focuses on using big data and AI algorithms to analyze customer needs, predicting product types and price expectations to inform project positioning [2][7]. - Beihome's self-operated projects serve to validate and enhance its C2M capabilities, allowing for a complete cycle of land acquisition, design, construction quality control, and marketing [2][8]. - The company plans to shift away from self-operated projects after validating its model, opting for a light-asset approach to maximize value creation [3][8]. Group 3: Data-Driven Decision Making - Beihome has established 17 diverse real estate development projects across major cities, collaborating with various developers [9]. - The effectiveness of the C2M model is evaluated through key performance indicators, including the alignment of target customer profiles with actual buyers and the consistency of pricing models with sales outcomes [10]. - The design process emphasizes customer needs over traditional developer experience, as demonstrated by a shift in architectural orientation based on customer preferences for views rather than traditional layouts [10]. Group 4: Future Collaboration and Expansion - Beihome's future collaborations will extend beyond traditional developers to include city investment companies, construction agents, and asset-holding investors [10].

Core Insights - The project "Financial City. Beichen S1" in Chengdu has garnered significant attention for its innovative design and operational model, which emphasizes a C2M (Customer to Manufacturer) approach, allowing consumers to directly influence product design and manufacturing [1][2][3] - Beichen S1's construction cost exceeds that of many luxury properties in Shanghai and Shenzhen, reflecting a commitment to high-quality development [1][3] - The project has set a new record for residential land prices in Chengdu, with a floor price of 27,300 yuan/m², indicating strong market demand and potential for value appreciation [2][3] Design and Construction - Beichen S1 features a unique architectural design with a cost of over 4,000 yuan/m² for its facade, utilizing advanced materials like UHPC (Ultra-High-Performance Concrete) and aluminum panels, creating a striking aesthetic [4] - The project incorporates a comprehensive landscape design that integrates over 200 types of plants and natural stone, enhancing the living experience and aligning with the concept of "homes in the scenery" [4][5] - The residential units are equipped with over 310 smart devices, significantly surpassing the average for high-end smart homes in China, showcasing a commitment to advanced technology integration [5] Market Positioning and Strategy - The C2M model aligns with current market trends, emphasizing customer-centric development and reflecting a shift from a seller's market to a buyer's market since 2021 [2][7] - Beichen S1 serves as a prototype for Beike's strategic vision, demonstrating the feasibility of the C2M model and its potential to reshape the real estate industry [8] - The project has achieved notable sales success, ranking second in total sales volume for luxury properties in Chengdu shortly after its launch, indicating strong market acceptance [5][8] Innovation and Customer Focus - The design process for Beichen S1 involved extensive customer research, leading to features that address specific needs, such as enhanced accessibility and convenience for residents [6][7] - The project emphasizes a high degree of customization and systematic innovation, reflecting a deep understanding of customer preferences and behaviors [6][7] - Beike's data-driven approach allows for a more tailored residential experience, moving beyond traditional real estate practices to meet evolving consumer demands [6][7]

极目新闻记者 刘闪 贝壳下场做开发一直备受关注。近日，贝壳旗下贝好家在成都打造的高端住宅项目"金融城·贝宸S1"亮相，因先锋设计、未来科技、与众不同的CM2模式、 大数据造房，引发全国房地产行业的广泛关注与热议。 图：金融城·贝宸S1意境创想图 根据成都市住房和城乡建设局最新网签数据，截至2025年12月11日，在成都总价2000万以上的住宅（含别墅）中，开盘不足一个月的"金融城·贝宸S1"累计 网签达20套，跻身该市全年累计网签量第二名。 贝壳跨界开发，饱和投入打造"下一代豪宅" 贝宸S1位于成都金融城三期，距城市核心地标"双子塔"仅两公里。该地块由贝壳旗下住宅开发服务平台贝好家于2024年9月20日以10.76亿元总价竞得，折合 楼面价27300元/m²，一举刷新了成都市住宅用地楼面价纪录。 图：金融城·贝宸S1意境创想图 图：贝宸S1全景观架空层实拍图 在375㎡户型中，贝宸S1共接入环境控制、安防感知、影音娱乐、家用电器等19大类、超310个智能设备，达到国内高端智能住宅平均水平的4倍。据悉，其 中多个国际品牌是通过贝宸S1项目，首次实现与华为鸿蒙系统的生态联通。 "贝壳的模式让我想到了华为对汽车行业 ...

转自：北京日报客户端 当前房地产市场正经历显著转向。数据显示，重点城市二手房成交占比已大幅提升至约73%，部分城市 超过80%，标志着存量房时代已然到来。与此同时，客户购房决策周期明显拉长，看房次数显著增加， 而房源供给则持续增长，市场供求关系发生明显调整。 对此，贝壳集团副董事长、贝好家CEO徐万刚阐述了他的判断：房地产市场正从卖方市场转向买方市 场，未来的竞争关键在于，谁能更精准、更高效地洞察并满足客户需求。为此，贝壳给出了自己的"解 题钥匙"——C2M模式。 业内专家认为，从电商等其他行业的C2M实践来看，该模式本身会遭遇资金压力、供应链整合和品牌 竞争等共性挑战。房地产因其产品价值高、周期长、供应链复杂，这些挑战可能会被进一步放大。 来源：北京日报客户端 贝壳大数据"造房子"再进一步。近日，该集团旗下贝好家正式发布C2M全链解决方案，宣称要以此与合 作伙伴共同打造更符合市场需求的住宅。这一动向，让"数据如何驱动房地产行业转型"的话题，有了新 看点。 所谓C2M，核心在于利用大数据与AI技术，将客户需求前置并贯穿开发全链条。徐万刚解释，该模式 依托于贝壳平台积累的海量真实交易数据、客户行为数据及楼盘信息 ...

Core Insights - The article highlights the launch of the high-end residential project "Financial City·Beichen S1" by Beike's subsidiary Beihome in Chengdu, which has set a record for land floor price in the city at 27,300 yuan/square meter [1] - The project has achieved significant sales, ranking second in total sales volume for properties priced over 20 million yuan in Chengdu within a month of opening [1] Group 1: Project Details - Beichen S1 was acquired for a total price of 1.076 billion yuan, marking a historic high for residential land in Chengdu [1] - The construction cost of Beichen S1 exceeds the land price, reaching over 30,000 yuan/square meter, which is uncommon in past residential projects [2] - The average selling price of the project is over 60,000 yuan/square meter, nearly at cost price [2] Group 2: Innovative Development Model - Beichen S1 introduces a C2M (Customer-to-Manufacturer) model, utilizing big data and AI to drive user demand research, transforming the traditional development workflow into a collaborative process involving developers, architects, and future residents [3] - The project incorporates top-tier suppliers and experts across various fields, focusing on customer-oriented design and innovation [3] Group 3: Smart Home Features - The project features a "Six Senses Smart System" integrated with Huawei's HarmonyOS, connecting over 310 smart devices across 19 categories, achieving four times the average level of high-end smart residences in China [4] - Notable innovations include high-end appliances and unique features like a foot bath in the elderly room and elevated washing machines for convenience [3][4] Group 4: Strategic Positioning - Beihome aims to position itself not as a new developer but as a partner providing comprehensive solutions for developers, owners, and construction parties, enhancing collaboration in the housing market [5] - The Beichen S1 project serves as a model for Beihome, emphasizing the importance of customer satisfaction and long-term partnerships for future growth [5]

Core Viewpoint - The launch of the high-end residential project "Financial City·Beichen S1" by Beike's subsidiary Beihome has garnered significant attention in the real estate industry due to its innovative C2M model and design features [1] Group 1: Project Overview - Beichen S1 is located in Chengdu's Financial City Phase III, just two kilometers from the city’s landmark "Twin Towers" [3] - The land was acquired by Beihome for a total price of 1.076 billion yuan, translating to a floor price of 27,300 yuan/m², setting a new record for residential land prices in Chengdu [3] - The project has attracted over 50 real estate developers and service providers for site visits, receiving high praise from executives across various departments [3] Group 2: Investment and Design Strategy - Beihome has invested heavily in the project, with construction costs exceeding 30,000 yuan/m², which is unusual for residential projects, resulting in an average price of over 60,000 yuan/m² [4] - The design of Beichen S1 incorporates feedback from high-net-worth clients, prioritizing scenic views over traditional orientation, with over 70% of clients valuing views more than the direction of the house [5] - The project features a unique layout with four buildings arranged like petals, allowing each unit to enjoy views of the 350-meter-tall Jiaozi Cloud Tower [5] Group 3: Strategic Positioning - Beihome aims to position Beichen S1 as a model for validating its C2M model rather than becoming a new developer, focusing on providing comprehensive solutions for developers and clients [7] - The CEO of Beike Group emphasized the importance of customer reputation and the commitment to quality in both construction and future property management for long-term development [7]

"房地产发展30多年，'客户主权'第一次站在了核心位置。"12月12日，在贝宸S1媒体品鉴会暨2025年度 开放日活动上，贝壳找房副董事长、贝好家CEO徐万刚介绍，贝好家"大数据造房"的本质，是对人们美 好居住需求的精准洞察与精细满足。 今年11月，贝好家旗下的成都贝宸S1项目开售，共有108套房源。截止到12月11日，贝宸S1累计网签量 达20套。 值得一提的是，贝宸S1北侧紧邻地块是另一宗曾经的"地王"。在贝好家成都拿地半年后，建发以楼面价 41200元/平方米的地价拿下相邻的48.7亩地块，该项目也在本月召开了产品发布会。 C2M模式开启市场验证 贝好家采用了C2M（Customer to Manufacturer，消费者到制造者）的开发模式，此种模式有何神秘之 处？ 据该公司方面介绍，贝好家推出的C2M定位方案，以大数据和AI算法模型为基础，通过对客户需求的 深度洞察和挖掘，能够实现对目标客户意向的产品类型和价格预期提前预测，并以此精准指引楼盘产品 定位，得到众多合作伙伴的广泛认可。 近两年来，贝好家逐步将C2M理念应用于拿地研判、定位规划、设计营造到营销推广等各环节的精准 决策，并通过多个合作项目、 ...

据此，以大数据和AI算法模型为基础，贝好家推出C2M定位方案，希望通过对客户需求的深度洞察和 挖掘，实现对目标客户意向的产品类型和价格预期提前预测，并以此指引楼盘产品定位。 作为贝好家首个操盘项目，成都贝宸S1被其视为充分验证C2M模式与全链条开发能力的"样板之作"，因 此自拿地之初就受到了各方关注。 "好房子仍然热销" "市场的供求关系已彻底改变，从2021年开始，行业由卖方市场转为买方市场，客户购房更加谨慎，成 交周期变长。"徐万刚表示，然而当市场下行时，获客变得困难，房企销售费率也在增长，但"匹配客户 需求的好房子仍然热销，好房子、好服务仍大有可为"。 贝好家首次正式对外回应近期市场质疑。 2023年7月，贝壳进行了"一体三翼"战略升级，贝好家事业线正式成立。通过近两年对头部10城新开盘 的1350多个项目进行摸排调研，贝好家发现，高品质项目流速更佳。 "贝好家并不想成为一家开发商，轻资产模式更有利于公司发挥优势。"12月12日，贝壳集团副董事长、 贝好家CEO徐万刚在成都贝好家C2M（Customer to Manufacturer，消费者到制造者）全链解决方案发布 会上明确解释，这一决策并非源于现有 ...