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年轻人逃离北上广?租房市场的真相没那么简单
Sou Hu Cai Jing· 2025-09-20 05:56
2025年9月15日,《住房租赁条例》正式落地,这标志着租房市场正从"野蛮生长"走向制度化管理。但 与此同时,租房市场却出现了一种奇妙的"温差":租金整体在降,租客却依然难租到满意的房子;中介 抱怨房东不愿合作,房东却说中介找不到人租。 租金下降的同时,房东也开始反思是否还要依赖平台。CRIC数据显示,2025年7月,全国55城个人房源 挂牌量达到61.8万间,同比增长12.19%,为三年来新高。背后原因也不复杂:租金已经不高,平台再抽 一笔服务费,房东几乎没有利润空间,干脆选择自己直租。 这也打破了一个误区:不是房源少,而是平台收不上来。中介平台看起来冷清,不是因为没人租房,而 是"去平台化"趋势增强。这也是为什么你可能发现平台上房源在降价,但真正优质的新房源却越来越 少。 看起来像是市场降温,实际上是托管模式和行业机制正面临结构性转型。 重托管退潮,轻托管上位 过去几年,租房平台几乎统一采用"重托管"模式:平台从房东手里整批收房,统一装修再转租,比如自 如的"心舍"风格就是典型代表。确实,这让房子在视觉上更统一、看起来更"高级",但问题也藏在这 些"标准化模板"里。 很多租客反映,所谓的精装只是"老黄瓜刷 ...
“大租赁时代”下 贝壳惠居的稳进式生长逻辑
Cai Jing Wang· 2025-08-27 09:48
Core Insights - The housing rental market is experiencing significant growth due to fundamental demand changes and increasing industry regulations, creating unprecedented opportunities for rental companies [1][2] - The introduction of the Housing Rental Regulations aims to standardize the rental market, addressing issues such as false listings and unclear rental prices, thereby promoting a more organized rental environment [2][3] Industry Trends - The rental market in China is evolving into a "Big Rental Era," characterized by marketization, specialization, and diversification, driven by policy changes and market demands [3][4] - The population migration within urban and rural areas has created a substantial rental market base of 260 million renters [2] Company Strategy - Beike Huiju, a technology-driven rental service platform under Beike, is leveraging its "human-store network" and digital tools to achieve steady growth in the housing rental market [1][3] - The company is implementing a light asset management model that emphasizes transparency in pricing and services, aligning with the new regulations to enhance user experience for both landlords and tenants [5][6] Service Model - The light asset management model of Beike Huiju focuses on providing a one-stop service for property owners and professional management for tenants, ensuring a seamless rental experience [5][6] - This model addresses the growing demand for professional management and transparency in the rental process, which is increasingly important to renters [4][5] Operational Efficiency - Beike Huiju is enhancing operational efficiency through a dual focus on efficiency and service, utilizing a digital management system and a specialized service team to improve the rental process [6][7] - The company aims to reduce vacancy periods and increase tenant retention rates by optimizing its service delivery and leveraging its extensive network of agents and properties [8]
《住房租赁条例》下月施行 贝壳惠居多元服务推动行业生态发展
Zhong Guo Jing Ji Wang· 2025-08-26 04:31
Core Insights - The upcoming implementation of the Housing Rental Regulations on September 15 aims to enhance the quality of the housing rental market by supporting enterprises in revitalizing existing assets and improving service quality [1][8] - The rental market is experiencing structural changes, with an increasing average age of tenants and a growing demand for family-oriented housing [1][2] - The introduction of the Housing Quality Index (HQI) will help assess and improve the quality of rental properties, addressing the prevalent issues of poor-quality housing [6][7] Market Trends - The rental population in China has reached nearly 260 million, with a significant increase in family-type tenants, particularly those aged 35 and above [2] - The demand for rental services is evolving, with tenants prioritizing commuting convenience, housing facilities, and post-rental services [2][3] Company Developments - Beike's rental services have become a key component of its "one body, three wings" strategy, with plans to expand its service offerings and enhance operational efficiency [2][3] - As of March 2025, Beike aims to cover 55,000 stores and 490,000 agents, ensuring a robust supply of rental properties [2] Regulatory Impact - The Housing Rental Regulations will clarify the status of rental enterprises, broaden the supply of rental properties, and compel service upgrades, thereby enhancing the overall market environment [8] - The regulations are expected to drive the housing rental market towards a more legal and standardized phase, promoting high-quality development [8][9] Quality Improvement Initiatives - The HQI will evaluate rental properties based on five core dimensions, helping users identify high-quality housing and guiding property owners in improving their offerings [6][7] - Beike's focus on safety and compliance will be central to its operations, with an emphasis on quality delivery and tenant safety [8]
贝壳惠居王拥群:轻资产托管模式的核心驱动力是服务和效率
Core Insights - The 2025 China Housing Rental Development Forum highlighted the significant impact of the Housing Rental Regulations on the industry, providing strong policy momentum for compliance and high-quality development [1][7] - Experts emphasized the milestone significance of the regulations in clarifying the status of rental enterprises, expanding housing supply paths, and promoting service standardization [1][2] Group 1: Opportunities and Market Changes - The introduction of the regulations presents three key opportunities for the industry: clarifying the independent identity of rental enterprises, broadening housing supply paths, and driving service upgrades [2] - The market is experiencing three notable changes: a diverse tenant demographic, a predominance of decentralized housing facing quality issues, and a shift in landlords' rental motivations towards professional management [2] Group 2: Strategic Positioning and Business Model - The "Big Rental Era" is characterized by marketization, specialization, and diversification, with Beike Huiju proposing four value propositions to align with policy directions and market demands [2][3] - Beike Huiju's rental strategy integrates into a broader framework, leveraging a 20-year network and data infrastructure to meet the housing needs of a diverse population [3][4] Group 3: Service Innovation and Operational Efficiency - The "Beike Peace of Mind Rental" model focuses on service quality rather than traditional profit margins, offering transparent management and comprehensive tenant services [5][6] - This model enhances operational efficiency through a digital management system and collaboration with ecosystem partners, aiming to optimize the rental experience for both landlords and tenants [6][7] Group 4: Regulatory Alignment and Industry Transformation - The regulations establish a legal foundation for the rental industry, clarifying the operational norms and development direction for rental enterprises, which aligns with Beike's service-oriented approach [7] - Beike's innovative practices exemplify the industry's shift from compliance to quality service, demonstrating a successful response to regulatory requirements and market needs [7]
让租住成为生活方式:大租赁时代的服务革新
经济观察报· 2025-08-22 10:59
Core Viewpoint - The article emphasizes the strategic layout of Beike Huiju, aiming to transform the rental market from simple transactions to comprehensive services, with the vision of "making renting a lifestyle" through model innovation, service extension, and ecosystem construction [1][8]. Summary by Sections Legislative Impact - The implementation of the Housing Rental Regulations marks the first legislation for the rental industry in China, establishing a legal foundation for high-quality industry development [2]. - Three major opportunities arise from the regulations: 1. Clarification of the legal status of rental enterprises, distinguishing them from traditional intermediaries and second landlords, providing identity protection for growth [2]. 2. Transition from a scale-driven, price-cutting model to a service-oriented, value-driven approach, marking a pivotal evolution in the industry [2]. 3. Policy guidance is expected to inject millions of housing units into the market, enhancing supply-side vitality [2]. Market Changes - The rental market is undergoing structural changes, affecting tenants, landlords, and supply models [6]. - The perception of renting as exclusive to young people is changing, with an increase in middle-aged and elderly renters, and families opting for long-term rentals due to educational needs or lifestyle choices [6]. - Tenant demands are evolving from merely having a place to live to seeking quality living conditions, with 37.6% of respondents prioritizing housing configuration and maintenance services [6]. - Landlords are increasingly willing to rent out properties, with over 68.3% supporting light asset management models to save time and enhance income stability [6]. - The supply side is characterized by a predominance of decentralized housing, which faces challenges but also presents opportunities for institutional operation [6]. Service Model Transformation - Beike Huiju's model focuses on light asset management, ensuring transparent rental pricing and direct connections between owners and tenants, with the company only charging management fees [8]. - The service approach has shifted from short-term transactions to long-term support, offering over 700 free maintenance services and flexible payment options to lower rental barriers for young people [8]. - This transformation enhances tenant experience and redefines the value logic of rental business from mere transaction facilitation to lifestyle management [8]. Ecosystem Development - Beike Huiju leverages its resource advantages, including a network of 55,000 stores and 490,000 agents, to enhance operational efficiency [9]. - Safety is prioritized, with strict checks during property handovers and proactive measures to address potential hazards, thereby reducing tenant complaints and increasing landlord confidence [9]. - The company employs a scoring system for property quality, focusing on five core dimensions to assess how well properties meet user needs [9]. Future Outlook - Beike Huiju aims to create a collaborative ecosystem in the rental market, connecting over 5,000 rental institutions and enhancing service efficiency through a structured division of roles [11]. - The company envisions a future where renting becomes a lifestyle, supported by professional services, diversified supply, and market-oriented operations, ultimately contributing to a healthier rental industry [11].
让租住成为生活方式:大租赁时代的服务革新
Jing Ji Guan Cha Wang· 2025-08-22 10:01
Core Insights - The implementation of the Housing Rental Regulations marks the first legislative effort in China's rental industry, establishing a legal foundation for high-quality development in the sector [1] - The regulations present three major opportunities for rental companies: clarifying their legal status, shifting the industry focus from scale to service quality, and increasing rental supply with an expected injection of millions of housing units into the market [1][3] Rental Market Transformation - The rental market is undergoing structural changes, with a shift in tenant demographics towards a "full lifecycle" characteristic, including an increase in middle-aged and elderly renters, as well as families seeking long-term rentals [3] - Tenant expectations have evolved from merely having a place to live to desiring quality living conditions, with 37.6% of respondents prioritizing housing features and maintenance services [3] - Landlords are increasingly willing to rent out properties, with over 68.3% supporting light asset management models to enhance efficiency and stability [3] Supply Dynamics - The supply side of the rental market is characterized by a predominance of decentralized housing, which accounts for nearly 80% of the market, but faces challenges related to quality and condition, particularly in first-tier cities where nearly 70% of properties are old [3] - The new regulations encourage diverse supply sources, fostering a dual-track system that supports both market and security needs, as well as collaboration between individuals and institutions [3] Strategic Positioning of Beike Huiju - Beike Huiju aims to transform from a transaction-focused model to a comprehensive service provider, emphasizing a vision of making renting a lifestyle choice [4] - The company adopts a light asset management approach, ensuring transparent rental pricing and direct connections between landlords and tenants, while focusing on reducing vacancy periods and enhancing tenant satisfaction [4] - Beike Huiju offers over 700 free maintenance services and flexible rental options to improve tenant experiences and redefine the value proposition of rental services [4] Safety and Quality Assurance - Safety is prioritized over scale, with rigorous checks during property handovers and a commitment to addressing safety hazards before occupancy [6] - The company employs a quality scoring system and a safety management platform to ensure transparency and efficiency in service delivery, utilizing data and technology to enhance operational standards [6] Collaborative Ecosystem Development - Beike Huiju actively engages in social practices and partnerships to enhance the rental ecosystem, including collaborations with government entities on affordable housing projects and initiatives aimed at improving living conditions for elderly renters [7] - The company recognizes the need for a collaborative approach in meeting the diverse needs of the 260 million rental population, connecting with over 5,000 rental institutions to enhance service efficiency [7] - Looking ahead, the company envisions a healthier rental market driven by professional services, diverse supply, and market-oriented operations, continuing to focus on light asset management and technological empowerment [7]
《2024-2025年住房租赁行业发展报告白皮书》发布:轻资产托管模式将成为大租赁时代下的必然趋势
Ge Long Hui· 2025-08-13 10:41
Core Insights - The release of the "Housing Rental Regulations" by the State Council in July 2023 has provided new policy momentum for the housing rental market [1] - The "2024-2025 Housing Rental Industry Development Report" white paper from Tsinghua University emphasizes that the light asset management model will become an inevitable trend in the era of large-scale rentals [1][2] - The white paper analyzes the evolution of domestic demand, international models, market insights, and future trends, offering a systematic perspective on the housing rental sector [1] Domestic Demand Evolution - The white paper highlights a significant shift in tenant demographics, with a growing rental population that includes new citizens, young people, and families, leading to an increased demand for quality living conditions [1][2] - Tenants are increasingly prioritizing not just basic housing needs but also the quality of living environments, community services, and post-rental experiences [1] Service Delivery Trends - There is a rising sensitivity among tenants towards traditional pain points such as "post-rental management," leading to a stronger demand for comprehensive lifecycle service delivery that includes property maintenance and rights protection [2] - The white paper indicates that the demand for a "comfortable and secure living" experience is reshaping the market landscape and driving improvements in service standards and operational models [2] Rental Business Models - The white paper identifies a polarization in the domestic rental market, with heavy asset models relying on large-scale investments and light asset management models focusing on efficient integration of dispersed housing resources [3] - The light asset management model is characterized by transparent rental income mechanisms, where rental income goes entirely to property owners, while management companies charge for services such as tenant matching and maintenance [3][4] Value of Light Asset Management - The light asset management model effectively addresses the challenges faced by property owners in managing rentals and the service gaps experienced by tenants [4] - This model promotes rational rental pricing, enhances market stability, and optimizes the supply structure by efficiently releasing idle housing resources [4] - Companies like Beike Shengxin Rental exemplify this model by improving operational efficiency and establishing comprehensive post-rental service systems [4][5] Future Development Trends - The white paper predicts that as societal needs evolve, the focus of rental companies will shift from temporary housing to long-term residency, with an emphasis on quality service [5] - The light asset management model is expected to become the mainstream operational model in China's housing rental industry, driving the sector towards professionalization, standardization, and quality enhancement [5]
长租市场格局有何变化
Jing Ji Ri Bao· 2025-07-27 21:57
Core Viewpoint - The newly implemented Housing Rental Regulations aim to standardize the long-term rental market in China, enhancing the quality of rental housing and addressing the diverse needs of urban residents, particularly the youth and new citizens [1][12]. Group 1: Market Changes and Trends - The long-term rental market in China is experiencing significant structural changes, with a shift towards a more diversified housing supply system to meet the needs of various demographic groups [1][5]. - The demand for rental housing is increasing, with nearly 260 million new citizens and youth expected to benefit from the planned 8.7 million rental units over five years [2][5]. - The rental market is becoming more competitive, with institutional operators gaining ground, although individual landlords still dominate the market, accounting for approximately 80% of rentals [2][6]. Group 2: Rental Demand and Supply Dynamics - The rental demand in first-tier cities is particularly strong, with a significant portion of the population, including young professionals and families, seeking rental options [3][4]. - The supply of small apartments is currently insufficient to meet the high demand, with one- and two-bedroom units in first-tier cities experiencing a demand-supply gap [3][4]. - The rental population in China has reached nearly 260 million, with first-tier cities housing around 40 million renters [3][5]. Group 3: Regulatory Impact - The introduction of the Housing Rental Regulations is expected to enhance the governance of the rental market, promoting a more stable and transparent environment for both landlords and tenants [1][12]. - The regulations encourage the use of private housing for rental purposes, aiming to improve the quality and availability of rental units [8][10]. - The government is focusing on providing affordable housing options and ensuring that the rental market can support the needs of essential workers and young talent [12][13]. Group 4: Quality and Management of Rental Housing - The quality of rental housing varies significantly, with institutional operators generally providing better services and living conditions compared to individual landlords [6][7]. - There is a growing need for professional management of dispersed rental units to address issues such as price hikes and maintenance responsibilities [9][10]. - The market is witnessing a trend towards the institutionalization of rental housing, which is expected to improve service quality and operational efficiency [10][11]. Group 5: Future Outlook - The long-term rental market is anticipated to continue evolving, with increasing participation from various stakeholders, including developers, financial institutions, and professional rental operators [6][10]. - The focus on enhancing the rental experience and meeting diverse tenant needs will drive innovation and competition within the market [7][11]. - The establishment of a collaborative governance model is essential for the sustainable development of the rental market, ensuring that it meets the demands of urban populations effectively [12][13].
上海链家联合贝壳省心租进校园 一站式服务助力毕业生轻松安居
Huan Qiu Wang· 2025-06-13 15:30
Group 1 - The "100-Day Sprint" employment initiative for 2025 college graduates was launched at Shanghai Second Industrial University, aiming to support job-seeking graduates through a series of employment guarantee activities [1] - The event included a specialized job fair and was attended by key officials, including Shanghai's Vice Mayor, highlighting the government's commitment to stabilizing and ensuring employment [1][3] - The initiative features the "One-Stop Service" policy for graduates, which aims to streamline the job application process [1] Group 2 - Shanghai Lianjia, in collaboration with Beike, provided on-site rental consultation services during the job fair, addressing graduates' housing needs alongside employment opportunities [3][5] - The job fair is part of a larger effort to connect companies with graduates during a critical job-seeking period, emphasizing the importance of housing stability for new graduates starting their careers [5] - Lianjia has previously conducted nine rental service events across 60 universities, distributing 600 copies of a rental guide to assist graduates [7] Group 3 - The "New Youth 'Heart' Plan" was launched to alleviate rental challenges for graduates, offering services such as zero deposit, monthly payments, and hassle-free lease transfers [7] - Lianjia's "Five Assurances" service promises a worry-free rental experience, including no-reason contract termination within three days and guaranteed refunds of deposits [9] - As of May 2025, Lianjia has allocated 1.55 billion yuan in assurance funds to protect transaction safety for over 125,000 deals [9] Group 4 - The rental environment is crucial for young professionals, providing a supportive space as they pursue their careers in the city [10] - The company aims to enhance rental services tailored to graduates' needs, contributing to the development of a standardized and professional long-term rental market [10]