美团来了，贝壳压力大了_老虎社区_美港股上老虎

美团来了，贝壳压力大了

地产一品塘2025-12-18

关注：点击上方蓝字“地产一品塘”，欢迎置顶或设为星标，快速获取地产干货大家好，我是地产高富帅。中介巨头之一的贝壳，一直都是行业这两年被持续关注的热点，一边是传统业务的利润滑坡，一边是新业务的高成本扩张，作为曾经中国互联网圈的明星企业，贝壳又将何去何从？左晖时代的贝壳，把“真房源”作为顶级IP持续经营多年，几十万经纪人的超强战队，在地产行业最好的年代持续带给行业不小的惊喜。随着贝壳核心关键人物的缺席...

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·2025-12-18
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pressure","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"METmain":0.6,"HMTD.SI":0.6,"03690":1.93,"MPNGY":1.93,"02423":1.95,"BEKE":1.95},"content_text":"关注：点击上方蓝字“地产一品塘”，欢迎置顶或设为星标，快速获取地产干货大家好，我是地产高富帅。中介巨头之一的贝壳，一直都是行业这两年被持续关注的热点，一边是传统业务的利润滑坡，一边是新业务的高成本扩张，作为曾经中国互联网圈的明星企业，贝壳又将何去何从？左晖时代的贝壳，把“真房源”作为顶级IP持续经营多年，几十万经纪人的超强战队，在地产行业最好的年代持续带给行业不小的惊喜。随着贝壳核心关键人物的缺席，这家互联网企业基因似乎有点变化，资本为先的企业驱动力，似乎早已经没有了当时创业时期的灵魂。最新的财报更扎眼，2025年二季度营收260亿，同比增长11%，但净利润只有13亿，同比大跌31%。更糟的是，股价已经从巅峰的52美元，掉到如今的18美元，跌去六成。如今的贝壳业绩看似相对比开发商还算合格，但是其疲态已经渐显。就在贝壳还在尝试多元化业务关键时刻，另外一家互联网巨头开启搅局模式，美团在近期已经上线租房与卖房业务，看似有点默默无声，实则要硬刚贝壳了。大众点评和美团App被曝上线美团找房，筹备两年，核心业务租房与二手房交易两大板块，不过目前还没全国铺开，小编打开深圳页面，目前只有租房的信息。很显然，美团是绝对不可能轻易放弃房产租售这块肉，虽然规模不可能与早期对比，但是有美团可持续的超高流量入口加持，这笔生意绝对是可行的。现在美团手里握着近8亿的年交易用户，大家每天打开它点外卖、骑单车、订酒店。这些流量，全是“自产”的，低成本的。另一边，贝壳、安居客为了拉一个买房的用户，投广告，在应用商店买排名，获客成本相当高，有时候几百块钱，都换不来一个有效电话。美团的流量相对比贝壳，安居客这种单一房产应用，是一个绝对的可持续回报流量池，本身具备可穿越性，不会受到行情影响。美团是中国领先的生活服务电子商务平台，完全覆盖了一个普通人所有的消费场景，吃喝住行对于国人来说本身就是消费常态，住的需求是长期存在的。美团上线房产端口，目前从内部了解到还是属于类似卖端口逻辑，与安居乐等类似，均为通过端口方式切入房产服务，即经纪人通过购买流量端口，实现在界面展示并获得客户。有需求的客户就是点击相关的租售信息与经纪人沟通，带来整体成交的基本闭环，美团本身并没有与贝壳一样运营端口的打算。另外早期高德地图、闲鱼早期的房产端口均由合作商代理，其实还是一个流量变现逻辑，美团这种大平台其实早就嗅到商机。试水上线美团找房，其实还是在考量如今房地产行业的整体市场导向，典型的“高频打低频”，拿外卖，酒旅，本地生活的流量，去撬动几百万的房产交易，哪怕只有一丁点转化，都是纯赚。在反观抖音、小红书等新型平台都在争食房产交易服务的蛋糕，这意味着无论是房产端口服务，还是以房产成交为核心的cps交易服务，竞争都在加剧。对比小红书的流量池，用户较为年轻化，租房业务还是具备很大潜力，加上很多开发商已经同步官方进驻小红书，新房销售投放渠道，小红书房产业务也有了一定起色。更有意思的是，美团的大数据真的现在已经到了癫狂的地步，比如你搜搬家，很有可能下次页面就开始显示租房了，整个流量包围战略，直接被APP绑架。如今美团已经想好了如何出发，不直接对抗贝壳等传统房产中介，这种费力并且投入产出没办法衡量的生意，王老板肯定不会干。美团这次出手其实就是走了一条捷径，干起了纯流量生意，就跟早期外卖大战一样，租车服务一样，干平台大数据服务才是美团的核心。美团每天处理的订单量早已突破6000万单大关。这个数字不仅意味着日均服务超2亿人次，更折射出中国消费市场的蓬勃活力。另外，大数据还会分析每个人的日常消费周期与习惯，包括金额与类别，这又与租房买房价值息息相关，这背后的数据价值本身就强到可怕。贝壳这些年引以为傲的客户数据，如今都已经运用到了开发商客研产研整个链条，个人觉得美团的客户画像价值更有其参考意义。客户每天点的外卖金额，消费的日常地图等都能侧面反映出此人的消费习惯，这是与现今开发商做产品研发也有不小的关联，毕竟如今房子的消费与社交场景已经完全开启。一个长期吃人均50+外卖的人，是绝对不可能去租低于5000的房子的，也绝对可以看成一个高净值客户。美团像一把“钝刀”，凭借流量与数据缓慢切入房产领域，虽不尖锐，但后劲绵长，可能逐步侵蚀垂直平台的流量基础。贝壳则身穿“重甲”，具备深厚的行业积累，但转身缓慢，需在资本压力下平衡战略投入与短期盈利。美团能顺利杀入房产交易环节，那真就可以说强到可怕了，衣食住行，吃喝玩乐，直接包圆，王兴算是又押对宝了。今天就聊到这里，对于今美团有想分享的朋友，也可以留言讨论。分享↓点赞↓在看↓您的认可，是对我最好的鼓励","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":511953439604760,"gmtCreate":1766015702550,"gmtModify":1766015705215,"author":{"id":"3493463570621632","authorId":"3493463570621632","name":"虎咪","avatar":"https://static.tigerbbs.com/67b5bbe388ed95780c7fc441067b6c60","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3493463570621632","authorIdStr":"3493463570621632"},"htmlText":"乱说","listText":"乱说","text":"乱说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511953439604760","repostId":2592891106,"repostType":2,"repost":{"id":"2592891106","kind":"news","pubTimestamp":1765987327,"share":"https://www.laohu8.com/m/news/2592891106?lang=zh_CN&edition=full","pubTime":"2025-12-18 00:02","market":"hk","language":"zh","title":"美团来了，贝壳压力大了","url":"https://stock-news.laohu8.com/highlight/detail?id=2592891106","media":"地产一品塘","summary":"就在贝壳还在尝试多元化业务关键时刻，另外一家互联网巨头开启搅局模式，美团在近期已经上线租房与卖房业务，看似有点默默无声，实则要硬刚贝壳了。如今美团已经想好了如何出发，不直接对抗贝壳等传统房产中介，这种费力并且投入产出没办法衡量的生意，王老板肯定不会干。美团每天处理的订单量早已突破6000万单大关。","content":"<html><body><article><p><strong>关注：</strong>点击上方蓝字“地产一品塘”，欢迎置顶或设为星标，快速获取地产干货</p><p>大家好，我是地产高富帅。</p><p>中介巨头之一的贝壳，一直都是行业这两年被持续关注的热点，一边是传统业务的利润滑坡，一边是新业务的高成本扩张，作为曾经中国互联网圈的明星企业，贝壳又将何去何从？</p><p>左晖时代的贝壳，把“真房源”作为顶级IP持续经营多年，几十万经纪人的超强战队，在地产行业最好的年代持续带给行业不小的惊喜。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251218000655075v206fwv2kzl3cf5\"/><p><strong>随着贝壳核心关键人物的缺席，这家互联网企业基因似乎有点变化，资本为先的企业驱动力，似乎早已经没有了当时创业时期的灵魂。</strong></p><p>最新的财报更扎眼，2025年二季度营收260亿，同比增长11%，但<span>净利润</span>只有13亿，同比大跌31%。</p><p>更糟的是，股价已经从巅峰的52美元，掉到如今的18美元，跌去六成。如今的贝壳业绩看似相对比开发商还算合格，但是其疲态已经渐显。</p><p>就在贝壳还在尝试多元化业务关键时刻，另外一家互联网巨头开启搅局模式，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>在近期已经上线租房与卖房业务，看似有点默默无声，实则要硬刚贝壳了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251218000704816v206rkhs5ngazcg\"/><p>大众点评和<a href=\"https://laohu8.com/S/03690\">美团</a>App被曝上线美团找房，筹备两年，核心业务租房与二手房交易两大板块，不过目前还没全国铺开，小编打开深圳页面，目前只有租房的信息。</p><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_jpg/9BwR0iaMzbfYs0PcPSGChgBMYwU24BxyF4gKJEtBlHLtKLmupKcZicwliaAnUVAQymCfmo1NibwBiaU7rwA3AySBwtw/640?wx_fmt=jpeg\"/><p>很显然，美团是绝对不可能轻易放弃房产租售这块肉，虽然规模不可能与早期对比，但是有美团可持续的超高流量入口加持，这笔生意绝对是可行的。</p><p>现在美团手里握着近8亿的年交易用户，大家每天打开它点外卖、骑单车、订酒店。这些流量，全是“自产”的，低成本的。</p><p>另一边，贝壳、安居客为了拉一个买房的用户，投广告，在应用商店买排名，获客成本相当高，有时候几百块钱，都换不来一个有效电话。</p><p>美团的流量相对比贝壳，安居客这种单一房产应用，是一个绝对的可持续回报流量池，本身具备可穿越性，不会受到行情影响。</p><p>美团是中国领先的生活服务电子商务平台，完全覆盖了一个普通人所有的消费场景，吃喝住行对于国人来说本身就是消费常态，住的需求是长期存在的。</p><p>美团上线房产端口，目前从内部了解到还是属于类似卖端口逻辑，与安居乐等类似，均为通过端口方式切入房产服务，即经纪人通过购买流量端口，实现在界面展示并获得客户。</p><p>有需求的客户就是点击相关的租售信息与经纪人沟通，带来整体成交的基本闭环，美团本身并没有与贝壳一样运营端口的打算。</p><p>另外早期高德地图、闲鱼早期的房产端口均由合作商代理，其实还是一个流量变现逻辑，美团这种大平台其实早就嗅到商机。</p><p>试水上线美团找房，其实还是在考量如今房地产行业的整体市场导向，典型的“高频打低频”，拿外卖，酒旅，本地生活的流量，去撬动几百万的房产交易，哪怕只有一丁点转化，都是纯赚。</p><p>在反观抖音、小红书等新型平台都在争食房产交易服务的蛋糕，这意味着无论是房产端口服务，还是以房产成交为核心的cps交易服务，竞争都在加剧。</p><p>对比小红书的流量池，用户较为年轻化，租房业务还是具备很大潜力，加上很多开发商已经同步官方进驻小红书，新房销售投放渠道，小红书房产业务也有了一定起色。</p><p>更有意思的是，美团的大数据真的现在已经到了癫狂的地步，比如你搜搬家，很有可能下次页面就开始显示租房了，整个流量包围战略，直接被APP绑架。</p><p>如今美团已经想好了如何出发，不直接对抗贝壳等传统房产中介，这种费力并且投入产出没办法衡量的生意，王老板肯定不会干。</p><p>美团这次出手其实就是走了一条捷径，干起了纯流量生意，就跟早期外卖大战一样，租车服务一样，干平台大数据服务才是美团的核心。</p><p>美团每天处理的订单量早已突破6000万单大关。这个数字不仅意味着日均服务超2亿人次，更折射出中国消费市场的蓬勃活力。</p><p>另外，大数据还会分析每个人的日常消费周期与习惯，包括金额与类别，这又与租房买房价值息息相关，这背后的数据价值本身就强到可怕。</p><p>贝壳这些年引以为傲的客户数据，如今都已经运用到了开发商客研产研整个链条，个人觉得美团的客户画像价值更有其参考意义。</p><p>客户每天点的外卖金额，消费的日常地图等都能侧面反映出此人的消费习惯，这是与现今开发商做产品研发也有不小的关联，毕竟如今房子的消费与社交场景已经完全开启。</p><p>一个长期吃人均50+外卖的人，是绝对不可能去租低于5000的房子的，也绝对可以看成一个高净值客户。</p><p>美团像一把“钝刀”，凭借流量与数据缓慢切入房产领域，虽不尖锐，但后劲绵长，可能逐步侵蚀垂直平台的流量基础。</p><p>贝壳则身穿“重甲”，具备深厚的行业积累，但转身缓慢，需在资本压力下平衡战略投入与短期盈利。</p><p>美团能顺利杀入房产交易环节，那真就可以说强到可怕了，衣食住行，吃喝玩乐，直接包圆，王兴算是又押对宝了。</p><p><strong>今天就聊到这里，对于今美团有想分享的朋友，也可以留言讨论。</strong></p><p><strong>分享↓点赞↓在看↓</strong></p><p><strong>您的认可，是对我最好的鼓励</strong></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美团来了，贝壳压力大了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-18 00:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218000822a457a75c&s=b><strong>地产一品塘</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>关注：点击上方蓝字“地产一品塘”，欢迎置顶或设为星标，快速获取地产干货大家好，我是地产高富帅。中介巨头之一的贝壳，一直都是行业这两年被持续关注的热点，一边是传统业务的利润滑坡，一边是新业务的高成本扩张，作为曾经中国互联网圈的明星企业，贝壳又将何去何从？左晖时代的贝壳，把“真房源”作为顶级IP持续经营多年，几十万经纪人的超强战队，在地产行业最好的年代持续带给行业不小的惊喜。随着贝壳核心关键人物的缺席...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218000822a457a75c&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK1615":"港股-互联网","LU0287142896.SGD":"Fidelity China Focus A-SGD","IE0008369823.USD":"FSSA HONG KONG GROWTH \"I\" ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","SG9999001689.USD":"施罗德亚洲成长股票","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218000822a457a75c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2592891106","content_text":"关注：点击上方蓝字“地产一品塘”，欢迎置顶或设为星标，快速获取地产干货大家好，我是地产高富帅。中介巨头之一的贝壳，一直都是行业这两年被持续关注的热点，一边是传统业务的利润滑坡，一边是新业务的高成本扩张，作为曾经中国互联网圈的明星企业，贝壳又将何去何从？左晖时代的贝壳，把“真房源”作为顶级IP持续经营多年，几十万经纪人的超强战队，在地产行业最好的年代持续带给行业不小的惊喜。随着贝壳核心关键人物的缺席，这家互联网企业基因似乎有点变化，资本为先的企业驱动力，似乎早已经没有了当时创业时期的灵魂。最新的财报更扎眼，2025年二季度营收260亿，同比增长11%，但净利润只有13亿，同比大跌31%。更糟的是，股价已经从巅峰的52美元，掉到如今的18美元，跌去六成。如今的贝壳业绩看似相对比开发商还算合格，但是其疲态已经渐显。就在贝壳还在尝试多元化业务关键时刻，另外一家互联网巨头开启搅局模式，美团在近期已经上线租房与卖房业务，看似有点默默无声，实则要硬刚贝壳了。大众点评和美团App被曝上线美团找房，筹备两年，核心业务租房与二手房交易两大板块，不过目前还没全国铺开，小编打开深圳页面，目前只有租房的信息。很显然，美团是绝对不可能轻易放弃房产租售这块肉，虽然规模不可能与早期对比，但是有美团可持续的超高流量入口加持，这笔生意绝对是可行的。现在美团手里握着近8亿的年交易用户，大家每天打开它点外卖、骑单车、订酒店。这些流量，全是“自产”的，低成本的。另一边，贝壳、安居客为了拉一个买房的用户，投广告，在应用商店买排名，获客成本相当高，有时候几百块钱，都换不来一个有效电话。美团的流量相对比贝壳，安居客这种单一房产应用，是一个绝对的可持续回报流量池，本身具备可穿越性，不会受到行情影响。美团是中国领先的生活服务电子商务平台，完全覆盖了一个普通人所有的消费场景，吃喝住行对于国人来说本身就是消费常态，住的需求是长期存在的。美团上线房产端口，目前从内部了解到还是属于类似卖端口逻辑，与安居乐等类似，均为通过端口方式切入房产服务，即经纪人通过购买流量端口，实现在界面展示并获得客户。有需求的客户就是点击相关的租售信息与经纪人沟通，带来整体成交的基本闭环，美团本身并没有与贝壳一样运营端口的打算。另外早期高德地图、闲鱼早期的房产端口均由合作商代理，其实还是一个流量变现逻辑，美团这种大平台其实早就嗅到商机。试水上线美团找房，其实还是在考量如今房地产行业的整体市场导向，典型的“高频打低频”，拿外卖，酒旅，本地生活的流量，去撬动几百万的房产交易，哪怕只有一丁点转化，都是纯赚。在反观抖音、小红书等新型平台都在争食房产交易服务的蛋糕，这意味着无论是房产端口服务，还是以房产成交为核心的cps交易服务，竞争都在加剧。对比小红书的流量池，用户较为年轻化，租房业务还是具备很大潜力，加上很多开发商已经同步官方进驻小红书，新房销售投放渠道，小红书房产业务也有了一定起色。更有意思的是，美团的大数据真的现在已经到了癫狂的地步，比如你搜搬家，很有可能下次页面就开始显示租房了，整个流量包围战略，直接被APP绑架。如今美团已经想好了如何出发，不直接对抗贝壳等传统房产中介，这种费力并且投入产出没办法衡量的生意，王老板肯定不会干。美团这次出手其实就是走了一条捷径，干起了纯流量生意，就跟早期外卖大战一样，租车服务一样，干平台大数据服务才是美团的核心。美团每天处理的订单量早已突破6000万单大关。这个数字不仅意味着日均服务超2亿人次，更折射出中国消费市场的蓬勃活力。另外，大数据还会分析每个人的日常消费周期与习惯，包括金额与类别，这又与租房买房价值息息相关，这背后的数据价值本身就强到可怕。贝壳这些年引以为傲的客户数据，如今都已经运用到了开发商客研产研整个链条，个人觉得美团的客户画像价值更有其参考意义。客户每天点的外卖金额，消费的日常地图等都能侧面反映出此人的消费习惯，这是与现今开发商做产品研发也有不小的关联，毕竟如今房子的消费与社交场景已经完全开启。一个长期吃人均50+外卖的人，是绝对不可能去租低于5000的房子的，也绝对可以看成一个高净值客户。美团像一把“钝刀”，凭借流量与数据缓慢切入房产领域，虽不尖锐，但后劲绵长，可能逐步侵蚀垂直平台的流量基础。贝壳则身穿“重甲”，具备深厚的行业积累，但转身缓慢，需在资本压力下平衡战略投入与短期盈利。美团能顺利杀入房产交易环节，那真就可以说强到可怕了，衣食住行，吃喝玩乐，直接包圆，王兴算是又押对宝了。今天就聊到这里，对于今美团有想分享的朋友，也可以留言讨论。分享↓点赞↓在看↓您的认可，是对我最好的鼓励","news_type":1,"symbols_score_info":{"METmain":0.6,"HMTD.SI":0.6,"03690":1.93,"MPNGY":1.93,"02423":1.95,"BEKE":1.95}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}