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许家印做不到的,左晖或许可以
Hu Xiu· 2025-07-31 12:37
想要在史书上留下姓名的商人很多,一个流传很广的桥段是许家印曾经在喝高了以后问部下:我怎样才能流芳百世?王石在2020年向清华大学捐赠2亿股 万科股票时曾说"留名当如王石",曹德旺也曾在采访中明确表示:"人死留名,真正有理想的企业家会考虑身后评价。" 但贝壳创始人左晖却没有过这样的念头,他曾在一次采访中明确提过: "不要幻想能够青史留名,这个时代不存在那么多机会。" 然而,左晖离开这个世界的第5年,他的名字被提起的次数却不曾减少。很多时候,他像是贝壳人的"纯元",每当贝壳人的心绪无处安放时,"老左"便成 为他们的精神安慰剂。 左晖成为彭永东难以逾越的高山,或许他从不想翻越高山,但贝壳当下的精神价值观却亟待整饬,对于喜欢用数字和技术管理企业的彭永东来说,这不是 他的长项。 彭永东的当务之急,除了让贝壳这头大象继续跳舞之外,他还需要向人们证明:老左的精神还在。 变天了 这一幕似曾相识。 很早之前,彭永东发现自己的126邮箱有时会收不到别人发的邮件,他分别做了几个假设:电脑的问题,发送者的问题,经过一番排查后,最后发现是邮 件后缀的大小写问题。 这是彭永东一直以来的做事方式,也是他在IBM担任战略与变革高级咨询顾问时 ...
贝壳正式发布"助力门店发展战略",持续赋能门店,推动服务正循环
Ge Long Hui· 2025-06-10 09:42
Core Viewpoint - Beike has launched the "1+5+2" strategic system to empower store development, committing 400 million yuan to enhance mechanisms, service commitments, and business support for high-quality growth in the real estate industry [1][4]. Group 1: Strategic Initiatives - The "1+5+2" support measures include a regional co-governance council as the foundation, focusing on five areas: mechanism construction, fairness and transparency, service commitments, business assistance, and honor creation [2][4]. - Ten key initiatives have been introduced, such as a store points system and risk coverage, aimed at alleviating operational pressure on store owners and enhancing collaborative efficiency [2][4]. Group 2: Market Challenges - Real estate brokerage stores face significant challenges, including a shift to a buyer's market, slower transaction speeds, and increased management difficulties [3][4]. - The uncertainty in the market has heightened the pressure on store owners, necessitating a focus on long-term strategies to navigate these challenges [4]. Group 3: Operational Support - Beike aims to increase certainty for store owners through initiatives like ACN network collaboration and the establishment of regional co-governance councils, with 1,899 councils and 534 business circles set up by June 2025 [4]. - The store points system has already covered over 12,000 stores, distributing rights valued at over 110 million yuan, promoting both performance and service quality [4][5]. Group 4: Local Implementation and Impact - In Chengdu, the points system will be implemented starting July 2024, with 3,610 local stores already participating, averaging 12,700 yuan in rights value per store [5]. - The initiative has reportedly improved team dynamics and customer satisfaction, demonstrating the effectiveness of the mechanism [5]. Group 5: Long-term Vision - Beike emphasizes a commitment to long-termism, viewing brand owners and store owners as collaborative partners, and aims to enhance the overall service experience for consumers [2][8]. - The company continues to invest in industry infrastructure and service standards, positioning itself for sustainable growth and improved service quality in the future [8].
贝壳(BEKE):4Q收入超预期,利润改善空间待观察
HTSC· 2025-03-20 11:04
Investment Rating - The report maintains a "Buy" rating for the company with a target price of $25.12, down from a previous $27.88, reflecting a 27x PE for 2025, which is higher than the global comparable company's average of 22.7x [4][28]. Core Insights - The company reported a 54.1% year-on-year revenue growth in Q4, reaching 31.13 billion RMB, exceeding consensus expectations by 7% [1]. - The Gross Transaction Value (GTV) increased by 55.5% year-on-year to 1.14 trillion RMB, also surpassing expectations by 9% [1]. - The revenue growth across different segments includes existing homes (47.5%), new homes (72.7%), home decoration (12.8%), and rental services (108.7%) [1]. - Adjusted net profit decreased by 21.6% year-on-year to 1.34 billion RMB, falling short of expectations by 40%, primarily due to one-time expenses [1][4]. Revenue and Profit Forecast - For 2025, the company expects revenue to reach 110.04 billion RMB, with a year-on-year growth of 17.74% [6][22]. - The adjusted net profit forecast for 2025 is 8.12 billion RMB, reflecting a decrease of 29.6% from previous estimates due to rising personnel costs and a declining take rate [4][22]. - The company anticipates a significant increase in market share in the existing home segment, projecting a 5-7 percentage point increase in market share in first-tier cities [2][13]. Segment Performance - The existing home business outperformed expectations with a 47.5% year-on-year revenue growth in Q4, and GTV growth of 59.1%, particularly strong in first-tier cities [2]. - The new home business also exceeded expectations with a 72.7% year-on-year revenue growth in Q4, and GTV growth of 49.3% [2]. - The home decoration segment showed a 12.8% year-on-year revenue growth, with a significant increase in contract amounts [3]. Operational Efficiency and Innovations - The company is leveraging AI tools to enhance operational efficiency, including AI-driven customer service and property management systems, which have shown improvements in operational metrics [15][18]. - The home decoration business is expected to achieve quarterly breakeven due to improved supply chain management and the introduction of new product offerings [3][16][17]. Market Context - The report highlights a recovery in the real estate market, particularly in existing homes, driven by favorable policies and a significant increase in transaction volumes [13]. - The rental business has seen a substantial increase in managed properties, with operational efficiencies improving customer satisfaction and reducing vacancy periods [14].