Core Insights - The upcoming May Day holiday has prompted many real estate companies and agencies to launch new promotional activities [1] - Beike Shenzhen has officially initiated the "Beike New House Festival, May Day Shopping Spree" event, which will run from April 27 to May 5 [1] - The event aims to integrate platform resources and collaborate with well-known developers to provide multiple benefits for homebuyers [1] Promotional Activities - The promotional activities will cover the entire country and include various methods such as lotteries, red envelope rain, home purchase vouchers, exclusive discounts on JD appliances, and renovation subsidies [1] - Discounts can reach over one million yuan, directly addressing consumer needs [1] - Beike has selected over 500 quality special-priced homes in Shenzhen, including entry-level, upgraded residential, and school district properties, with unprecedented time-limited discounts [1] Service Commitment - Beike Shenzhen has previously announced the "B-end Peace of Mind Service Commitment," which covers key aspects such as commission settlement, advance payment efficiency, and reporting guarantees [1] - The commitment aims to create a positive, transparent, and secure working environment for service providers [1]

智通财经APP获悉，香港置业研究部董事王品弟表示，新一期白居二共6000个配额于今日搅珠，并预计 会于今年下半年向成功申请者发出批准信。新一批白居二入市，势带动二手公屋及居屋交投，相信届时 二手公屋及居屋注册量将升至较高水平。 若以三区划分本月至今二手公屋及居屋注册量月环比表现，当中九龙区二手公屋及居屋录139宗注册， 已超上月全月的114宗约21.9%；相反，港岛区二手公屋及居屋录40宗注册，仍较上月全月的51宗低约 21.6%；新界区二手公屋及居屋录273宗注册，较上月全月的294宗低约7.1%。 而回顾近期二手公屋及居屋市况，2月尾《财政预算案》将逾300万至400万港元物业印花税降至100港 元，带动相关金额交投；二手公屋及居屋成交之中不乏此类银码个案，因此主要反映3月市况的4月二手 公屋及居屋注册量造好；据土地注册处资料显示，本月至今(截至23日)二手公屋及居屋(包括已补地价的 自由市场及未补地价的第二市场)录452宗注册，已追近3月全月的459宗；若以目前注册进度推算，料4 月全月录约600宗，届时将创9个月新高。 若以金额划分本月至今二手公屋及居屋注册量月环比表现，当中逾300万至400万港元二 ...

记者求证。 近日，一些社交媒体上又流传出深圳即将出台房地产调控新政的"传言"，这些传言还附带一张深圳贝壳 内部发放的通知截图。 截图内容显示，深圳贝壳内部发通知，要求全员在岗，别休息，准备迎接新刺激。截图内容还提到，上 次接到这个通知是2024年9月底，也是深圳贝壳提前收到消息，提前准备，内部要求全员戒备。 对此，证券时报记者向深圳贝壳求证，公司表示，关于网传"深圳贝壳内部发了通知"截图，经内部核 查，公司从未发过此类通知。 有业内人士表示，"五一"假期临近，不排除一些人为了刺激楼市销售编造"谣言"，购房者请勿轻信谣 言，一切以官方信息为准。 广东省住房政策研究中心首席研究员李宇嘉表示，一季度"小阳春"之后进入二季度会出现楼市的惯性下 行。站在目前的角度来看，存量政策应出尽出，增量政策落地还需发力，导致目前可能是一个政策的真 空期。 3月和4月是楼市传统的"小阳春"，据了解，今年3月以来，深圳楼市"小阳春"表现好于其他一线城市， 尤其是新房去化周期连续七个月呈回落态势。业内人士认为，这一轮市场修复中深圳楼市的表现较为突 出，有望形成二手房挂牌和新房置换的循环。 据深圳中原研究中心统计，3月深圳一手住宅网签41 ...

Core Viewpoint - The article discusses the recent rumors regarding new real estate regulations in Shenzhen, emphasizing the importance of relying on official information rather than unverified claims [2][3]. Group 1: Market Trends - There are rumors circulating on social media about new real estate policies in Shenzhen, which have been linked to a notification allegedly sent by Shenzhen Beike, urging employees to prepare for new stimuli [2]. - Industry experts suggest that the upcoming "May Day" holiday may lead to fabricated rumors aimed at stimulating real estate sales, advising buyers to trust official announcements [3]. - Following a "small spring" in the real estate market during March and April, experts predict a potential downward trend in the second quarter, indicating a policy vacuum where existing measures have been exhausted and new policies are yet to be implemented [3]. Group 2: Sales Performance - In March, Shenzhen's real estate market showed strong performance compared to other first-tier cities, with a significant increase in both new and second-hand housing transactions. Specifically, new residential sales reached 4,161 units, a 67.5% month-on-month increase and a 47.2% year-on-year increase, while second-hand residential transactions totaled 6,078 units, up 65.3% month-on-month and 58.3% year-on-year [3]. - The inventory of pre-sold residential properties in Shenzhen stood at 26,655 units by the end of March, with an average monthly sales rate of 3,474 units, resulting in a depletion cycle of approximately 7.7 months [3]. Group 3: Policy Adjustments - In March, the Shenzhen Housing Provident Fund Management Committee announced adjustments to housing provident fund loan regulations and interest subsidies, effective from March 24, 2025. These adjustments include increased loan limits, changes to minimum down payment ratios, and the removal of residency and first-home restrictions for intercity loans [4]. - The Shenzhen Real Estate Agency anticipates that new housing projects designed under the new regulations will enter the market, which are expected to enhance product quality and stimulate demand further. The ongoing policy support, including the new provident fund measures, is likely to keep the second-hand housing market active in April [4].

根据Domain最新的房地产价格报告： 阿德莱德已经成为澳洲第五个房价中位数达到百万的首府城市。 预计到年底，珀斯也将加入这一行列，这使得年轻的澳洲人愈发难以实现购房梦。此外，阿德莱德的土地价格也达到了惊人的新高度。 一块位于Tennyson的海边地块以235万澳元的高价售出。这块位于8 Estcourt Road的土地面积为582平方米，几乎是普通城市空地面积的两倍，但每平方米 的价格却比常规价格高出近六倍。 澳洲又一个首府城市 房价破百万 住在阿德莱德的Hayley和丈夫在过去的六年里，一直努力攒钱，希望能够买到自己的房子。然而，飞涨的房价让他们的梦想变得越来越难以实现。 据PropTrack报道，这块土地的售价仅比Tennyson房屋的中位价低了40万澳元，即便它还未开发。 中介David Paladino经过几个月的协商，达成了这一交易。他表示，买家和开发商卖家都对这一"非凡"的结果感到非常满意。这块地的成交价格大约是每 平方米4038澳元。 根据最新的房屋产业协会数据，阿德莱德市区一块典型空地（375平方米）的售价可达268,700澳元，约合每平方米691澳元。 同时，整个大阿德莱德地区的带住宅地块 ...

图源丨Midjourney "你想要得到什么东西，最好的方式就是能配得上它。" 以下文章来源于连线Insight ，作者窦文雪 连线Insight . 产业升级创新者的聚集地。 来源丨连线Insight（ID：lxinsight） 作者丨窦文雪 编辑丨子夜 这句话出自《详谈：左晖》一书，是贝壳创始人左晖的代表性语录之一，他在世时常常对外透露类似的 观点，连带着贝壳也给人一种踏实肯干的印象。 但这个印象恐怕要发生转变了。 4月17日晚间，贝壳发布公告称，公司董事会主席、首席执行官及控股股东彭永东拟捐赠900万股A类普通 股。 公告显示，在承担相应的纳税义务后，50%税后资金将用于居住行业服务者及其家庭成员的医疗健康福 利，50%税后资金将用于应届毕业生等租客群体的租房帮扶。 截至4月17日收盘，贝壳报51.95港元/股，据此计算，捐赠金额约4.68亿港元，约合人民币4.40亿元。 彭永东为何突然捐出这么多股份？他为何能够捐出这么多钱？ 这或许与他此前拿了天价薪酬有关。 近日，贝壳发布了2024年的财报，但没有披露高管薪酬。据了解，从2022年-2023年，彭永东以及贝壳联 合创始人单一刚的年薪都在以惊人的速度增 ...

作者：猫哥 来源：大猫财经Pro(ID:caimao_shuangquan) 01 最近，最大的房地产中介贝壳公布了2024年的业绩，行业老大的地位很稳，但喜忧参半。 营收935亿，涨了20%多，但是净利润40.78亿，下滑了30%多。 虽然利润下滑，但是两位联合创始人的收入却相当可观。 2021年的时候，董事长兼CEO彭永东的年薪不到850万，执行董事单一刚在680万左右。 后来，房地 产的大环境越来越不行，但这两位联合创始人的收入却越来越高。 彭永东2022年的薪酬到了4.75亿，2023年是7.13亿，三年下来差不多合计12亿，单一刚少一 点，但是3年下来，也接近9亿。 2024年的年薪还没公布，但是根据披露出来的金额估算， 彭永东还能拿6亿，单一刚能拿到4 亿，俩人合计10亿，能占到净利润的25%。 贝壳的中介，一年到头苦哈哈卖房，平均年薪差不多是卖5套房的提成，而这俩高管的收入，相 当于一年卖了1万套。 这些高薪是哪儿来的呢？ 贝壳的老板叫左晖，他管公司的时候，贝壳搞了好几次股权激励政策，那时候主要激励对象是员 工，后来左晖去世了，到了2022年5月份，贝壳在香港上市的前几天，又做了一次股权激励。 ...

Core Viewpoint - The article highlights the struggles of young individuals like Li Hai in affording housing in high-priced regions like Zhejiang, leading them to seek affordable options in less populated areas like Hegang, which initially seem appealing but come with their own challenges [2][6][18]. Group 1: Housing Affordability - Li Hai, a young man from Zhejiang, dreams of owning a home but faces high rental costs and a lack of stability due to frequent job changes and relocations [6][8]. - After years of hard work, Li Hai manages to save 50,000 yuan, but this amount is insufficient in the face of soaring property prices in his region, where prices exceed 10,000 yuan per square meter [8][18]. - The search for affordable housing leads Li Hai to explore options in less developed areas, where property prices are significantly lower, such as in the northwest regions of China [11][18]. Group 2: Migration to Hegang - Li Hai discovers that housing in Hegang is extremely affordable, with prices as low as 16,000 yuan for a 40-square-meter apartment, prompting him to relocate [18][20]. - Hegang, once a prosperous coal city, has seen a decline in population and economic activity, resulting in low property prices and a surplus of available housing [16][18]. - The influx of individuals seeking affordable housing revitalizes the local real estate market, leading to the establishment of numerous real estate agencies in Hegang [32][34]. Group 3: Challenges of Living in Hegang - Despite the low cost of living, residents like Li Hai face significant challenges, including poor infrastructure, unreliable utilities, and harsh weather conditions [37][39]. - Newcomers to Hegang, such as Xu Kang, encounter difficulties in finding stable employment and managing living expenses, leading to financial strain [41][42]. - The initial excitement of moving to Hegang diminishes as many young people realize the disconnect from modern conveniences and the challenges of rural living, prompting some to return to their previous locations [46].

Core Viewpoint - The company reported a revenue of 12.54 billion yuan for the year 2024, marking a 3.7% increase year-on-year, and achieved a net profit of 73.41 million yuan, reversing from a loss in the previous year [1] Group 1: Financial Performance - The company achieved a total transaction value (GTV) of approximately 287.6 billion yuan, reflecting a year-on-year increase of 1.2% [1] - The brokerage business generated revenue of 4.1 billion yuan, with a slight year-on-year increase of 0.2%, and a gross margin of 20.3%, up by 0.1 percentage points [1] - The new housing business reported revenue of 1.15 billion yuan, a year-on-year increase of 3.9%, but the gross margin decreased by approximately 0.7 percentage points to around 12.0% [1] Group 2: Asset Management Business - The "Xiangyu" asset management business covered major cities including Beijing, Shanghai, Hangzhou, Suzhou, and Nanjing, with managed housing resources reaching 303,000 units, an increase of approximately 11.8% year-on-year [2] - The asset management business achieved a GTV of about 18 billion yuan, reflecting a year-on-year increase of 6.5%, and generated revenue of 6.13 billion yuan, also up by 6.5% [2] - The adjusted gross margin for the asset management business is approximately 12.7% when accounting for new leasing standards, despite reporting a gross margin of -5.5% [2] Group 3: Digital Development - The company's mobile app had a monthly active user (MAU) count of 3.47 million, representing a year-on-year growth of 10%, while the mini-program MAU reached 2.13 million, growing by 1% [2] - The proportion of mobile clients increased, with the website client entry rate reaching 43.3%, up by 1.5 percentage points year-on-year [2]

Core Viewpoint - The article discusses the implementation and evolution of the "old-for-new" housing policy in various cities, particularly focusing on Shenzhen's recent initiatives to enhance the housing market and stimulate demand through innovative practices [1][2][3]. Group 1: "Old-for-New" Housing Policy Implementation - Since last year, many cities have adopted the "old-for-new" housing model, with ongoing improvements in the promotion process [1]. - Shenzhen has launched the "old-for-new" housing 3.0 version, allowing customers from different cities to participate and offering a 30,000 yuan subsidy for selling old homes [3]. - The "old-for-new" initiative in Shenzhen has seen over 12,000 viewings and more than 300 new home purchase agreements signed within a year [3]. Group 2: Market Response and Consumer Feedback - After the introduction of the "old-for-new" program, there has been an increase in customer traffic and transaction conversion rates in new housing projects [4]. - Some homeowners expressed interest in the "old-for-new" program, hoping for quicker sales of their second-hand homes amid a recovering real estate market [4]. Group 3: Policy Enhancements and Regional Trends - Over 110 provinces and cities have introduced more than 170 policies related to the "old-for-new" housing initiative since 2025, with significant policy support observed post-national meetings [6]. - Nanjing has recently increased its subsidies for the "old-for-new" program, offering a 1% discount on total purchase price from the government and an additional 3% to 5% from enterprises [6]. - The overall trend indicates that local governments are focusing on reducing barriers and costs for homebuyers, which is expected to stimulate housing demand [6]. Group 4: Future Directions and Innovations - The "old-for-new" model primarily relies on intermediaries to facilitate the sale of old homes, with potential for state-owned enterprises to gradually adopt this model for affordable housing [7].