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Beihaojia, a subsidiary of Ke Holdings (also known as Beike), has been actively acquiring land for residential development across several Chinese cities. Below is a summary of their recent activities, including details on locations, equity stakes, and strategic initiatives:Futubull

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🏙️ Cities Where Beihaojia Has Acquired Land

1. Xi’an (Weiyang District)

   • In July 2024, Beihaojia acquired two plots—one commercial and one residential—for approximately CNY 134 million. The acquisition was made through Jiajiazhihe Property, in which Beihaojia holds a 95% stake. Futubull

2. Chengdu (Jinjiang District)

   • In September 2024, Beihaojia (Chengdu) Real Estate Co., Ltd. won the H12 plot in Phase III Financial City with a bid of CNY 1.076 billion. This acquisition set a record for the highest floor price in Chengdu at CNY 27,300 per square meter. Futubull

3. Shanghai (Fengxian New City)

   • On December 31, 2024, Beihaojia (Shanghai) Real Estate Co., Ltd. secured a residential land parcel in Fengxian New City for CNY 697.15 million after 17 rounds of bidding. This marked Beihaojia's first land acquisition in a first-tier city. Futubull

4. Hangzhou (Qiantang District)

   • On the same day, Beihaojia, in partnership with Binjiang Group and Xingyao Real Estate, acquired a land parcel in Qiantang District for CNY 623 million. Beihaojia's role focuses on product positioning and design, leveraging its C2M (Consumer-to-Manufacturer) model. Futubull

5. Changsha (Yuhua District)

   • In April 2025, Beihaojia, together with China Merchants Shekou, jointly acquired a residential land parcel in Yuhua District for CNY 665.8 million. The partnership adopts an equity cooperation model for joint development. Futubull

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📊 Equity Stakes and Development Models

• High Equity Ownership: In Xi’an, Beihaojia holds a 95% stake in the development through Jiajiazhihe Property. Futubull

• Joint Ventures: In Changsha, the project is a joint venture with China Merchants Shekou, indicating a shared equity model. Futubull

• Collaborative Partnerships: In Hangzhou, Beihaojia collaborates with established developers like Binjiang Group and Xingyao Real Estate, focusing on product design and positioning. Futubull

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🚀 Strategic Initiatives and Future Plans

• C2M Model Implementation: Beihaojia employs a Consumer-to-Manufacturer (C2M) model, utilizing big data and AI algorithms to analyze customer needs and preferences. This approach informs land acquisition decisions, product design, and marketing strategies. Futubull

• "1+2" Business Model: Beihaojia offers a comprehensive solution comprising one core product solution (product positioning and design) and two auxiliary services (flexible financing and integrated marketing). This model is designed to support developers throughout the project lifecycle. Futubull

• Expansion Plans: Beihaojia aims to establish a presence in over ten major cities, including Beijing, Shanghai, Guangzhou, Chengdu, Xi’an, Hangzhou, Wuhan, and Nanjing. The focus is on creating "sample rooms" to demonstrate the efficacy of their C2M approach in various markets. Futubull

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If you require more detailed information on specific projects or further insights into Beihaojia's strategic initiatives, feel free to ask.

Here’s a revised and accurate summary of Beihaojia’s residential land acquisitions, based on reliable sources. I’ve outlined the cities, equity models, stake details, and strategy direction.

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1. Cities & Land Plots 📍

Xi’an (Weiyang District)

• Date: July 2024
• Details: Two parcels (commercial + residential), totaling ~14.475 acres, were acquired for CNY 133.8 million
• Entity: Xi’an Jiajiazhihe Real Estate Co., wholly owned by Beihaojia
• Purpose: A pilot under the “1+2” C2M development service model logomoney.com Futubull

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Chengdu (Jinjiang District, Financial City H12 Plot)

• Date: September 20, 2024
• Price: ~CNY 1 billion (US $142 million); premium ~42% over starting price
• Details: Residential-only parcel (~24 acres), record-high per‑sqm price for the city
• Entity: Beihaojia (Chengdu) Real Estate Co., Ltd.
• Model: Fully self-operated under its C2M model Eye Shenzhen Yicai Global Moomoo Moomoo

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Shanghai (Fengxian New City)

• Date: December 31, 2024
• Price: CNY 697 million (~US $95 million); floor price ~CNY 22,781/sqm
• Significance: First land acquisition in a first-tier city and first independently operated plot by Beihaojia
• Entity: Beihaojia (Shanghai)
• Model: Fully self-operated C2M pilot LongPort News logomoney.com Online Marketplaces Moomoo

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Hangzhou (Qiantang District, Xiasha QT0102‑14)

• Date: December 31, 2024
• Price: CNY 623 million; ~CNY 16,370/sqm
• Partnership: Consortium with Binjiang Group and Xingyao Real Estate
• Role: Beihaojia provides C2M-driven product positioning, partners handle development & operations laohu8.com Moomoo

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Changsha (Yuhua District)

• Date: March 27, 2025
• Price: CNY 665.8 million; ~CNY 5,305/sqm
• Partnership: Joint venture with China Merchants Shekou
• Model: Equity cooperation – China Merchants leads construction, Beihaojia delivers C2M positioning services 36Kr

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2. Equity Structures & Stake Details

• Xi’an: Beihaojia holds 100% ownership of the local SPV (Xi’an Jiajiazhihe Real Estate Co.) managing the land logomoney.com Yicai Global
• Chengdu & Shanghai: Fully self-operated projects, developed independently under their SPVs — Beihaojia (Chengdu) and Beihaojia (Shanghai) Yicai Global logomoney.com Moomoo
• Hangzhou & Changsha: Adopt equity/co-development models:
  • Hangzhou: Equity cooperation alongside Binjiang and Xingyao – Beihaojia contributes product positioning; partners handle development laohu8.com Moomoo
  • Changsha: Equity JV with China Merchants Shekou – Beihaojia focused on C2M planning; partners on construction operations 36Kr

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3. Strategic Vision & Future Plans

• 定位与服务模式:

  • Beihaojia (founded mid-2023) is a data-driven real estate development service platform under Beike Group, executing a “1+2 model”:
    • 1 = Precise product positioning via C2M using AI and big data
    • 2 = Financial support and integrated marketing services logomoney.com Xueqiu Moomoo

• C2M Philosophy:

  • Focuses on connecting consumer preferences directly with product design and land take decisions
  • Each project is seen as a living lab to validate and scale this model Yicai Global Xueqiu LongPort News Yicai Global

• Expansion Roadmap:

  • In 2025, Beihaojia plans to operate in over ten major cities, including Beijing, Shanghai, Guangzhou, Chengdu, Xi’an, Hangzhou, Nanjing, Wuhan, etc.
  • Model relies on a mix of independent-operated and equity-partnership projects to showcase scalable C2M-driven offerings logomoney.com Moomoo Xueqiu

• Performance Benchmarks:

  • In December 2024 Beijing “Chang’an Huaxi Mansion” (partner project): 16 billion CNY sold within 2.5 hours
  • Viewed by Beike as validation of speed-to-market and positioning precision via the C2M approach Xueqiu

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4. Summary Table

City	Date	Price (CNY)	Model	Equity Structure
Xi’an	July 2024	133.8M	Pilot (1+2 C2M)	100% via Beihaojia-owned SPV
Chengdu	Sept 2024	~1B	Fully self-operated C2M	100% (Beihaojia SPV)
Shanghai	Dec 2024	697M	Fully self-operated C2M	100% (Beihaojia SPV)
Hangzhou	Dec 2024	623M	Equity JV	Consortium with Binjiang & Xingyao
Changsha	Mar 2025	665.8M	Equity JV	JV with China Merchants Shekou

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Let me know if you'd like deeper financial breakdowns, SPV ownership details, links to official filings, or context about Beijing and Guangzhou pilots.

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Shein and Temu have revolutionized e-commerce by leveraging the Consumer-to-Manufacturer (C2M) model, which directly connects consumer demand with manufacturing, minimizing intermediaries and enhancing responsiveness. Here's an in-depth look at how this model operates, its advantages and drawbacks, and its influence on competitors.diconium.com

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🧩 How the C2M Model Works

Shein

• Data-Driven Design: Shein utilizes real-time data from its app, social media, and browsing behavior to identify emerging fashion trends.
• Small-Batch Production: Initial production runs are limited (approximately 100 units) to test market response, with successful items scaled up rapidly.
• Integrated Supply Chain: Shein manages its supply chain, coordinating with over 3,000 suppliers to expedite design-to-delivery cycles, sometimes within three days. diconium.com

Temu

• Reverse Auctions: Temu employs a system where manufacturers bid to fulfill consumer demand, driving prices down.
• Direct Manufacturer Access: By eliminating wholesalers and retailers, Temu offers products at significantly reduced prices.
• Demand Forecasting: Utilizing data analytics, Temu predicts consumer demand to optimize inventory and reduce waste. diconium.com

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✅ Strengths of the C2M Model

• Cost Efficiency: Direct sourcing and minimized intermediaries lead to lower consumer prices.
• Rapid Trend Adaptation: Quick response to market trends ensures relevance and reduces overproduction.
• Inventory Optimization: Small initial batches minimize unsold stock and associated losses.
• Consumer Engagement: Data-driven approaches align products closely with consumer preferences.diconium.com

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⚠️ Weaknesses and Criticisms

• Quality Concerns: Emphasis on low cost can result in variable product quality.
• Environmental Impact: Fast fashion contributes to increased waste and carbon emissions.
• Labor Practices: Reports have highlighted labor law violations in supply chains.
• Intellectual Property Issues: Both companies have faced allegations of design infringement.diconium.com

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🔄 Competitor Adoption

The success of Shein and Temu's C2M model has prompted other retailers to explore similar strategies:diconium.com

• Zara and H&M: Implementing faster design-to-shelf processes to compete with ultra-fast fashion cycles.
• Amazon: Enhancing private label offerings and leveraging data analytics for product development.
• Alibaba's Xunxi: Launching smart factories to enable on-demand production.diconium.com

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🚀 Key Success Drivers

• Technological Infrastructure: Robust data analytics and supply chain management systems.
• Agile Manufacturing: Flexible production capabilities to scale successful products quickly.
• Global Logistics: Efficient international shipping networks to meet global demand.
• Marketing Strategies: Effective use of social media and influencer partnerships to drive engagement.diconium.com

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The C2M model, as exemplified by Shein and Temu, demonstrates a shift towards more responsive and consumer-centric retailing. While it offers significant advantages in cost and speed, it also raises important considerations regarding quality, sustainability, and ethical practices.diconium.com

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