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自如董事长应邀赴清华课堂分享自如成功转型实践,探讨中国租住行业健康发展新范式
Yang Zi Wan Bao Wang· 2025-11-06 07:45
Core Insights - The core theme of the news is the exploration of professional housing rental models and the successful practices of the company in the context of China's long-term rental industry development trends and future directions [1][2]. Group 1: Industry Development - The period from 2011 to 2021 marked significant growth in China's long-term rental industry, driven by institutional forces that enhanced product quality, service upgrades, and technology integration, leading to world-leading rental quality in first-tier cities [2]. - The company pioneered the C2B2C long-term rental model in 2011, addressing the long-standing issues of product, service, and quality mismatches in the traditional rental market [2]. - By October 2021, the company managed over one million rental units nationwide, positioning itself among the world's leaders in rental experience [2]. Group 2: Strategic Transformation - In response to the structural shift in the housing market, the company transitioned from a "worry-free rental" model to a "gain rental" strategy in 2021, offering professional asset management services akin to those of Marriott, with a goal of achieving a 70% scale share by 2025 [2][6]. - The "gain rental" model has established a new paradigm for stable and healthy industry development, balancing scale, density, and quality as core components for sustainable growth [3]. Group 3: Comprehensive Capabilities - The company has solidified its core competencies in product, service, technology, and team collaboration, creating a comprehensive quality housing product system and a full-cycle rental service capability [6]. - The company operates globally across more than five countries, over 30 cities, and 13,000+ business districts, serving nearly one million homeowners and over five million tenants [6]. Group 4: Market Position and Future Outlook - The professional housing rental sector has received strong support from both policy and market, with over 60% of city homeowners and tenants preferring professional rental platforms like the company [6]. - The "gain rental" model is seen as an effective path for the industry to navigate the stock cycle, achieving a win-win situation for homeowners, tenants, and practitioners, thereby defining the future direction of institutional, stable, and healthy development in China's rental market [6].