其中，针对住房租赁企业，《条例》明确规定国家完善政策措施，鼓励市场化、专业化的住房租赁企业 有序经营；不仅如此，《条例》还从房源信息、租金监管等多方面对企业经营提出了明确规范。 对此，贝壳找房高级副总裁、贝壳惠居CEO王拥群认为《条例》的出台为行业发展带来三大机遇。 "《条例》不仅使住房租赁企业得到合法正名，拥有独立的主体，也拓宽了房源供给路径，盘活存量资 产，同时通过清退虚假房源、推动标准化运营，鼓励机构化运营并支持分散式租赁标准化。"他分析 称。 近年来，住房租赁市场得益于刚需特征和租赁需求的深刻变革，以及行业规范性的不断提升，其发展动 能持续增强。 租赁企业作为租赁市场的重要服务主体，正迎来前所未有的发展机遇，不仅市场增量被进一步打开，更 在品质升级方面获得了广阔的探索空间。 贝壳惠居作为贝壳旗下科技驱动的一站式租赁服务平台，始终与政策同频，扎根市场需求，凭借"人店 网络"资源优势、数据基建以及数字化工具的创新，正在"大租赁时代"下实现稳进生长，为住房租赁市 场的高质量发展注入引领性势能。 秩序重构催生"大租赁时代"来临 当前，住房租赁业逐渐成为房地产市场中增长空间最大的市场。据清华大学五道口金融学院房 ...

大租赁时代的协同共生 作为贝壳找房高级副总裁、贝壳惠居CEO，王拥群在本次中国住房租赁发展论坛的首次公开亮相，成为 全场焦点之一。他以《让租住成为生活方式——大租赁时代的服务革新》为主题，系统揭开了贝壳惠居 在租赁领域的战略布局，让外界对其与政策的呼应逻辑、租赁业务的定位有了清晰认知。 近日，备受关注的2025中国住房租赁发展论坛在北京顺利召开，来自行业主管部门、科研机构的专家学 者及领军企业代表齐聚一堂，围绕《住房租赁条例》(下称《条例》)落地后的行业规范发展、模式创新 等核心议题展开深入研讨。会上，专家们普遍认为，《条例》的出台为住房租赁市场注入了强劲的政策 动能，为企业合规经营与行业高质量发展指明了方向。贝壳找房高级副总裁、贝壳惠居CEO王拥群受邀 出席，并发表主题分享，系统介绍了贝壳惠居在大租赁时代背景下的实践探索与模式创新。 在政策解读环节，与会专家详细剖析了《条例》的核心要点，强调其在明确住房租赁企业主体地位、拓 宽房源供给路径、推动服务标准化等方面的里程碑意义。专家指出，《条例》的实施将加速市场出清， 推动行业从"粗放生长"向"专业深耕"转型，而市场化机构的积极参与将成为保障租赁市场品质的关键力 ...

面对市场变革，王拥群详细阐述了贝壳惠居的战略布局——以 "让租住成为生活方式" 为愿景，通过模式创新、服务延伸与 生态构建，实现从单纯交易向综合服务的转型。 作者： 姜春 封图：图片资料室 在 2025年8月20日召开的中国住房租赁发展论坛上，贝壳找房高级副总裁、贝壳惠居CEO王拥群博士围绕《住房租赁条例》（下称《条例》）的落地 实施，分享了贝壳惠居在租赁领域的实践与思考。他强调，《条例》是中国首次针对租赁行业的立法，而法治是行业高质量发展的基石。 王拥群指出，从租赁企业视角看，《条例》带来了三大机遇：一是明确了住房租赁企业的法律主体地位，与传统中介、二房东形成清晰区分，为企业做 大做强提供了身份保障；二是推动行业从 "拼规模、吃差价"的粗放模式转向"拼服务、重价值"的精细化发展，迎来进化拐点；三是通过政策引导扩大 租赁供给，预计将有千万计房源注入市场，强化供给端活力。 贝壳找房高级副总裁、贝壳惠居CEO王拥群 供给端则呈现 "分散为主、集中补充"的格局。王拥群提到，分散式住宅占市场供给的 近 八成，但普遍存在 "散、乱、差、旧"问题，一线城市老旧房 源占比近七成。这种现状既带来挑战，也为机构化运营提供了盘活 ...

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]

白皮书通过六大篇章，深入浅出地剖析了住房租赁领域的核心议题，从国内需求的演变、国外模式的借 鉴，到市场现状的洞察与未来趋势的研判，为行业提供了系统性的观察视角。 具体来看，白皮书开篇聚焦大租赁时代革新的核心驱动力——租客需求的深刻演变。研究显示，随着城 镇化进程深化，形成以新市民、青年人为主体，辐射中年及老年人、单身及家庭型的全人群、全生命周 期的租房群体，且租客年龄呈现增长态势，家庭型租赁需求不断增加。其居住需求已从基础的"有房可 住"升级为追求"住有品质"。而这一群体不仅关注房源的安全性、舒适度与地理位置便利性，更对居住 环境、社区配套服务以及至关重要的租后体验提出了系统性和高标准的要求。 尤为突出的是，租客对"租后无人管"的传统痛点变得更为敏感，对涵盖房屋维护、问题响应、权益保障 等环节的"全生命周期服务交付"诉求日益强烈。这种追求安居、乐居的升级趋势，正深刻重塑市场格 局，推动行业服务标准提升与运营模式加速迭代。而这也正说明着大租赁时代的来临。 对于住房租赁经营模式，白皮书通过对国内外市场的对比研究发现，机构化租赁已成为国际成熟住房租 赁市场发展的普遍方向。而分散式租赁凭借其灵活的市场化运作，展现出强 ...

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].

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]