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“躺赚”时代结束,大型物业公司进入差异化发展深水区
第一财经· 2025-12-16 13:18
Core Viewpoint - The property management industry is undergoing significant transformation in 2025, shifting from traditional service models to asset management and specialized operational strategies to enhance profitability and service differentiation [3][6]. Group 1: Industry Trends - Property management companies are evolving from basic service providers to asset operators, focusing on creating diverse revenue streams through innovative service models [3][6]. - The industry is moving away from homogeneous competition towards differentiated development based on core competencies, emphasizing the need for specialized and vertical service offerings [3][6]. Group 2: Company Strategies - Poly Property has introduced the "All-Domain Scenic City" model, integrating property services with cultural tourism to create new profit models [3][6]. - Wanwu Cloud is transitioning from traditional property management to asset services, utilizing AI and low-carbon solutions to enhance operational efficiency and tenant satisfaction [7][8]. - Country Garden Services is concentrating on basic services, particularly in managing old residential communities, addressing common issues such as outdated facilities and low resident satisfaction [11][12]. Group 3: Case Studies - Poly Property's management of the Xichong scenic area has transformed it from a simple tourist spot into a comprehensive experience destination, increasing secondary consumption by 78% within six months [5][6]. - Wanwu Cloud's "Ling Stone 3.0" solution has improved operational efficiency significantly, achieving a 95% increase in inspection efficiency at certain projects [8][9]. - Country Garden Services has implemented various value-added services in old communities, such as community retail and home maintenance, to create sustainable revenue streams [12][13].
“躺赚”时代结束,大型物业公司进入差异化发展深水区
Di Yi Cai Jing· 2025-12-16 11:32
从"公共服务"向"区域运营" 生活在深圳的金楠(化名)平日里热爱冲浪、徒步,从2016年起他就经常会去东涌、西涌玩。 物业费限价、退盘潮四起、人工成本刚性上涨,物管行业在2025年经历了如此多的焦灼时刻。在存量时 代,面对这场深刻的调整,越来越多物企开始进行基因重塑,从"看家护院"逐步转向"经营资产"。 近来,多家头部物企多对外披露了业务拓展新战略。例如,深耕公共服务多年的保利物业提出"全域景 城"模式,探索升级"物业服务+文旅融合",创造更多盈利模式;万物云则选择进军智慧物业,通过一套 技术体系推动不动产管理迈向"智控时代",帮助业主降费提租;而碧桂园服务则深耕基础物业,并发力 老旧小区,突破重点难点。 中指研究院物业事业部研究副总监彭雨认为,上述三家物企分别代表了物业管理行业"向上""向深""向 下"的战略升维路径,也清晰地表明行业正在从同质化竞争进入基于企业自身核心能力的差异化发展深 水区。当前行业已经过了粗放增长期,通用型服务难以形成竞争力,未来的机会在于垂直领域的深度挖 掘,物业企业要做深做透服务,通过专业化、差异化的服务价值重构建立商业护城河。 物企正在通过专业化、差异化的服务重构建立商业护城河。 ...