In the first half of the year, the loss was nearly 2.5 billion, and the store decreased by 10,000. How should the future of the shell be analyzed?

In the Chinese Internet real estate market, shells have always been unable to bypass their names. As the largest real estate agencies, shells play a vital role in the process of market development. It doesn't seem to expect, what should we think of the performance of the shell? How to analyze the future of shells?

1. The shell of the semi -annual report

Real Estate Trading and Service Platform Shell Holdings released the mid -term performance announcement of June 30, 2022. According to financial reports, they achieved a revenue of 26.3 billion yuan in the first half of this year, a decrease of 41.3%from 44.9 billion yuan in the same period in 2021. In the first half of the year, net loss was 2.486 billion yuan, while the same period in 2021 was 2.17 billion yuan, which was from profit to loss year -on -year.

As of June 30, 2022, the total transaction volume of the shell platform was 122.55 trillion yuan, a decrease of 46.5%from the same period in 2021. Among them, the total transaction value of the stock house was 767.6 billion yuan, a decrease of 42.1%from the 132.54 trillion yuan in the same period in 2021; the total transaction volume of new house transactions was 415.4 billion yuan, a decrease of 50.6%from the 841.7 billion yuan in the same period in 2021. In addition The total transaction volume of home improvement and home business increased from 100 million yuan in the same period in 2021 to 1.5 billion yuan in the first half of this year.

The total transaction volume of emerging businesses and other businesses was 41 billion yuan, a decrease of 66.8%from 123.2 billion yuan in the same period in 2021.

As of June 30, 2022, the number of shell stores was 428.31 million, which was reduced by 10037 compared with 528.68 million in the same period in 2021.

As of the end of June, the number of shell agents was 4149.15 million, a decrease of 24.4%from 548,600 in the same period in 2021, and a decrease of as high as 13,3685.

How to analyze the future of shells?

We see that the overall performance of the shell in the first half of the year seems to be very unsatisfactory, but there are also many media that this is already quite good. How can we look at the current market performance of the shell? How can we analyze the long -term development trend of shells?

First of all, from the perspective of the entire real estate second -hand transaction, the overall performance of the shell in the first half of this year is not as expected. In fact, it is a normal phenomenon. Because the real estate market is facing a large market competition pressure, and the market growth has also slowed down to a certain extent. The end result is that the entire market is in a state of relatively competitive disadvantages. It is the largest market platform -based enterprise like shells, so the performance of the shell market in the first half of this year is a very unexpected thing, and it is also an inevitable result of the development of the macro market.

Secondly, what we see is that although the entire shell is relatively losing money, it is actually in a state of quality improvement and efficiency. Through this strategy to clean up a lot of burdens and truly retain the advantages of assets. In fact, this strategy is very effective. Further obvious, thereby enhancing the long -term competitive value of the entire market. This approach is actually what many real estate companies are doing, and shells are undoubtedly relatively fast, so we have full reasons to believe that although the overall performance of the shell is not as expected, it is also on the road of transformation. As long as this transformation trend can continue, the market development space of shells still exists.

Third, from the perspective of long -term market development, the Chinese real estate intermediary market will inevitably enter a stage where the original high -speed growth will gradually enter the stage of slowing development. For major markets, the development space of the market is currently in the market. It is compressed, and a large number of real estate agencies must learn to find their own development opportunities in the new market development trend. Only in this way can it be further made in the market development process. After all A relatively difficult period of transformation and development, how to truly spend the current difficulty and find your own differentiated competitive advantage is actually a question that must be answered in front of the shell.

Therefore, the real estate market has fully entered a major period of transformation and development. Companies like shells with their own advantages are as long as they can survive in the current situation, in fact It is a lot of money, but it is very likely to achieve a relatively stable market performance. The value of platforms such as shells still exist, and the demand for a house in the market is also practical, so as long as the shell can be stable, there is a performed performance on the market worthy of our expectations.

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