可持续盈利模式
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重庆支持“好房子”建设,积极推广应用智慧家居
Huan Qiu Wang· 2025-12-03 01:36
《南华早报》近日发文称,中国房地产市场正从"住而不炒"转向"高质量发展",重点关注"好房子"时代的到来,强调 可负担、有保障和品质提升。政策鼓励改进开发、融资和销售规则,优化保障性住房,支持合理需求而非投机。市场 将更加重视产品和服务,特别是绿色、智能的住房,开发商需转向可持续盈利模式,而不依赖高周转和高杠杆。 【环球网财经综合报道】重庆日前出台十条措施支持"好房子"建设,提出中心城区新供土地原则上为"好房子"产品供 地,"好房子"绿色建材应用比例不低于70%,积极推广应用智慧家居整体解决方案。 报道还提到,新阶段的赢家将是那些适应和学会自律的、保持财务谨慎的开发商、能够现代化现有资产的资产管理 人,以及最终能获得更安全、更绿色、更智能房屋的家庭。 此外,城市购房限制可能逐步放宽,投资机构需注重风险管理,资产管理机构在改造存量房源中发挥作用。住房市场 将逐步复苏,关注点转向项目质量、公租房和限购政策调整,而不是依赖廉价信贷投机。 ...
快递业:从“价格战”到“服务战”
Zheng Quan Ri Bao Zhi Sheng· 2025-11-23 17:13
Core Viewpoint - The recent price increase in the express delivery industry is seen as a crucial attempt to break the "low-price dependency" and reconstruct the value logic of the industry, with 22 provinces already raising delivery prices [1][3][4]. Price Increase Background - The price increase began in Yiwu, Zhejiang, with a new minimum price of 1.2 yuan per ticket, followed by Guangdong raising the average price to over 1.4 yuan [1][2]. - Major express companies have raised prices for e-commerce clients by 0.3 to 0.5 yuan for packages under 1 kilogram [2]. Industry Challenges - The express delivery industry has faced a long-standing dilemma of "price for volume," leading to unsustainable profit margins, with the average price per ticket dropping to 7.52 yuan, a 7.7% year-on-year decrease [2][3]. - Complaints about service quality have surged, with issues like violent sorting and delivery delays becoming common [3]. Regulatory Environment - The price adjustments are largely driven by policy guidance aimed at correcting irrational competition and promoting rational market behavior [2][3]. - The National Postal Administration has emphasized the need for improved industry regulations and quality standards [3]. Industry Dynamics - The price increase has led to a restructuring of interests within the supply chain, with e-commerce platforms, merchants, and consumers needing to find a balance in cost-sharing [4][5]. - Small online shops that rely on low shipping costs face significant pressure, often needing to adjust their pricing strategies to maintain profitability [5]. Sustainable Profit Models - The express delivery industry is transitioning from chaotic competition to rational pricing, with a focus on technological innovation and infrastructure investment [6][7]. - Leading companies like JD Logistics are investing heavily in automation and technology to enhance efficiency and reduce costs [6]. Future Outlook - The industry is expected to deepen its focus on value rather than just price increases, aiming to create a sustainable ecosystem where merchant costs are manageable, consumer experiences are improved, and company profits are stable [8].