贝壳系圣都家装多地传闭店官方回应：属正常调整

新快报2025-07-30

新快报讯近日，贝壳旗下圣都家装多地传闭店的消息在网络发酵，多地网友晒出其位于江苏、武汉等地多家门店的《告客户书》，显示这些门店已停止承接新业务。新快报记者就此向圣都家装相关人员求证，对方回应称，圣都并无专门的撤店闭店计划，个别门店的迁店、撤店属于正常业务调整范畴，涉调门店均有完善方案，所有在途装修订单均不受影响。大店模式承压引关注有消息称，6月底至7月初，圣都装饰在多地的直营门店密集调整。芜湖...

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Official response: It is a normal adjustment","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BEKE":1,"02423":0.9},"content_text":"新快报讯  近日，贝壳旗下圣都家装多地传闭店的消息在网络发酵，多地网友晒出其位于江苏、武汉等地多家门店的《告客户书》，显示这些门店已停止承接新业务。新快报记者就此向圣都家装相关人员求证，对方回应称，圣都并无专门的撤店闭店计划，个别门店的迁店、撤店属于正常业务调整范畴，涉调门店均有完善方案，所有在途装修订单均不受影响。大店模式承压引关注有消息称，6月底至7月初，圣都装饰在多地的直营门店密集调整。芜湖、泰州、扬州（含广陵、江都）、仪征等地的直营大店陆续停业，武汉地区仅保留1家门店。这些关闭的门店均属典型 “大店模式”，面积普遍在1500-3000平方米，单店初始投入高达300万至500万元。市场观点指出，闭店或与这些城市单月订单量不足、盈利难以为继直接相关。当前“大店模式” 成本压力突出。单店年租金超百万，人工与获客成本高企，叠加贝壳体系内流量向新房业务倾斜，导致整装订单不及预期。不过，圣都家装方面近日向新快报记者回应称，公司没有专门的撤店闭店计划，个别门店迁店、撤店都在正常的业务调整范围内，涉及调整的个别门店也有完善方案，所有在途装修单均不受影响。值得一提的是，有报道称，圣都家装计划2025至2026年进驻 660余个城市，以进一步扩大服务覆盖。据其官网信息，目前已布局34座城市，包括成都、重庆、广州、西安等，但这与2026年进驻660多座城市的战略目标相比，仍有不小差距。收购与增长背后有隐忧从业务布局来看，贝壳在家装领域的投入由来已久。早在2015年，其直营品牌链家便与万科联合成立万链，当时链家负责客源导入，万科团队主导家装业务，聚焦开发商批量精装。2021年7月，贝壳宣布收购华东区域头部家装企业圣都家装，该企业2020年营收已突破40亿元；2022年，贝壳以39.2亿元现金及相应股权完成交割，圣都自此成为其合并子公司，纳入业务版图。2023年，贝壳进一步启动 “一体三翼” 战略升级，“一体” 聚焦新房与二手房交易核心业务，“三翼” 涵盖整装、租赁及贝好家三大板块，家装业务的战略地位持续凸显。同年10月，贝壳再宣布与爱空间签订股权收购协议，计划以不超过15.5亿元将其收为全资附属公司，交易原预期于2024年上半年完成。但最终该交易终止。对此，爱空间创始人陈炜向外界给出的理由是：“本次收购因可能产生行业垄断风险而未能通过反垄断审批，经过双方友好协商，爱空间和贝壳一起终止了此次并购方案。”从财务数据看，贝壳家装业务近年保持增长。该公司发布2025年第一季度未经审计财务业绩显示，2025年第一季度，其家装家居业务净收入达29亿元（约4亿美元），较2024 年同期的24亿元增长22.3%。公告提到，这主要得益于房产交易业务推荐客户带来的家装订单量增加。而家装家居的营业成本也水涨船高，由2024年同期营业成本17亿元增长18.8%至2025年第一季度的20亿元（约3亿美元）。业内人士指出，贝壳当下在家装业务的进取姿态，在行业承压期显得尤为突出。其逆势扩张的底气，或许源于资金储备与经营功底。但家装业务的特殊性不容忽视，其标准化复制尚未完成，执行链条长、涉及环节多，这使得稳健经营至关重要。而高品质交付与口碑，才真正决定着这条路能走多远。采写：新快报记者  梁茹欣","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2555880017","isCrawlerRequest":true}

贝壳系圣都家装多地传闭店 官方回应：属正常调整

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贝壳系圣都家装多地传闭店官方回应：属正常调整