金融街物业等布局房产经纪业务 房屋中介这块“蛋糕”好分吗？

Core Insights - Property management companies are increasingly entering the real estate brokerage business, with recent launches such as "余房网" by 招商积余 and "怡己经纪" by 金融街物业 [1][7] - The trend reflects a broader movement within the industry, as several property firms have established their own rental platforms over the years, including 万科 and 长城物业 [2][5] - Industry experts suggest that property management companies have advantages such as higher trust from homeowners and lower brokerage fees, but they face challenges like limited property listings and lower professional expertise compared to traditional brokers [3][4] Company Developments - 招商积余 opened its first offline rental and sales center in Dalian, serving multiple projects [1] - 金融街物业 launched its brokerage service in Beijing, offering various real estate services [7] - Other companies like 万物云, 碧桂园服务, and 龙湖集团 have previously ventured into real estate brokerage, establishing independent brands [5] Market Trends - The real estate brokerage business is not currently a major profit driver for property management companies, which need to enhance their property and client sourcing capabilities to expand this segment [4] - The market is shifting towards second-hand housing as a growth point, with property firms leveraging community resources for new revenue opportunities [3] Financial Performance - Despite the increasing number of property firms entering the brokerage space, the revenue from these services remains relatively small, typically ranging from several million to a few billion [7] - For instance, in the first half of 2024, 碧桂园服务 reported approximately 1.47 billion in revenue from brokerage services, accounting for about 1.1% of total revenue [7] - The brokerage business has faced challenges this year, with significant year-on-year declines in revenue for several firms, including 碧桂园服务 and 绿城服务, with decreases of 35.4% and 13.3% respectively [8]