贝壳房地产下半场赢家,大市场、小份额、长优势、稳财务的黄金组合

知常容
Jul 29, 2025

知常容团队6月参加贝壳股东大会,将其纳入数字七雄板块。贝壳是唯一从传统企业转型为数字化平台的,业务从房产交易扩展至居住服务生态,涵盖家装家居、房屋租赁和开发服务。2024年全国二手房交易额7.25万亿元,新房8.5万亿元,总约16万亿元;贝壳二手房占31%,新房占11.4%,份额领先但发展空间大。贝壳构建不动产数据库,通过ACN机制共享房源与客源,整合4.9万名经纪人和5.5万家门店,形成高壁垒...

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