雄鹰展翅寻鸿雁的个人主页 - 老虎社区

雄鹰展翅寻鸿雁

雄鹰展翅寻鸿雁

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雄鹰展翅寻鸿雁

2021-01-18

库客，预计还会涨，但是你能等待嘛？

雄鹰展翅寻鸿雁

2020-12-15

$裕勤控股(02110)$圈啦钱就可以退市啦！！！

雄鹰展翅寻鸿雁

2020-12-15

$蓝月亮集团(06993)$赶紧中签出发赚大钱

雄鹰展翅寻鸿雁

2020-12-08

$蛋壳公寓(DNK)$神奇的蛋壳买盘来啦！

雄鹰展翅寻鸿雁

2020-12-08

$蛋壳公寓(DNK)$分析师真厉害，短期还能涨，快点接手啦，分析师说了，乖乖的，当接盘侠不好嘛，还有得赚！

雄鹰展翅寻鸿雁

2020-12-08

$蛋壳公寓(DNK)$蛋壳没有期权啦，暂时在看看哪个傻子会接手！

雄鹰展翅寻鸿雁

2020-12-08

$裕勤控股(02110)$什么时候跌到0.01一股，在线急，打算收购一百万股！

雄鹰展翅寻鸿雁

2020-12-04

$蛋壳公寓(DNK)$蛋壳终究是需要解决的问题，它是社会的败类，你们觉得呢，这已经严重危害啦社会，让国家动荡，民族感无存，站在社会主义核心价值观上，一个不占，一个背离社会主义核心价值观的企业，难道还能有明天可言，不过说真的，违背人累道德主义，社会主义核心价值观的下场，大家拭目以待吧……

雄鹰展翅寻鸿雁

2020-12-04

$蛋壳公寓(DNK)$蛋壳期货，有钱老板真的会玩！

雄鹰展翅寻鸿雁

2020-12-01

操控股市蛋壳，厉害，不知道蛋壳什么时候宣布破产呀，早点宣布，早点结束吧！

抱歉，原内容已删除

雄鹰展翅寻鸿雁

2020-12-01

垃圾蛋壳都能涨，你说呢，还集体，难道蛋壳不是中概股吗？

抱歉，原内容已删除

雄鹰展翅寻鸿雁

2020-12-01

关键没人会管的啦，想开点。

新华时评：绝不能让“割韭菜者”一跑了之

雄鹰展翅寻鸿雁

2020-12-01

最关键，什么时候破产退市呀，哈哈😄

抱歉，原内容已删除

雄鹰展翅寻鸿雁

2020-11-30

$蛋壳公寓(DNK)$最佩服的一个股票，都到啦破产的边缘，却一直挺住！

雄鹰展翅寻鸿雁

2020-11-27

$蛋壳公寓(DNK)$蛋壳公寓可以的，真佩服这个股票，好久没有佩服的啦！

雄鹰展翅寻鸿雁

2020-11-26

蛋壳即将破产！

去老虎APP查看更多动态

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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新华时评：绝不能让“割韭菜者”一跑了之\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-30 21:49 北京时间&nbsp;&nbsp;&nbsp;<a href=http://m.xinhuanet.com/2020-11/30/c_1126804860.htm><strong>新华网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>蛋壳公寓“爆雷”的余波仍在持续发酵，公众对资本镰刀“割韭菜”行为予以谴责和追问。长租公寓本是乘“租购并举”政策东风填补市场空白的创新商业模式，如今却成为某些人“钻空子”的马甲外衣，相关部门绝不能让“割韭菜者”一跑了之。\n2018年至今，长租公寓已陆续“爆雷”超过170家，“资本盛宴”后的残羹冷炙几乎全由房东和租客等自行消化。以此次“爆雷”的蛋壳公寓为例，该企业在2018年初获得了数十亿元融资，随后...</p>\n\n<a href=\"http://m.xinhuanet.com/2020-11/30/c_1126804860.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a972ba9de48d740557409d7e01843fe","relate_stocks":{"DNK":"蛋壳公寓"},"source_url":"http://m.xinhuanet.com/2020-11/30/c_1126804860.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130641461","content_text":"蛋壳公寓“爆雷”的余波仍在持续发酵，公众对资本镰刀“割韭菜”行为予以谴责和追问。长租公寓本是乘“租购并举”政策东风填补市场空白的创新商业模式，如今却成为某些人“钻空子”的马甲外衣，相关部门绝不能让“割韭菜者”一跑了之。\n2018年至今，长租公寓已陆续“爆雷”超过170家，“资本盛宴”后的残羹冷炙几乎全由房东和租客等自行消化。以此次“爆雷”的蛋壳公寓为例，该企业在2018年初获得了数十亿元融资，随后对房东和租客施展“高收低租”“长收短付”的倾销方式，迅速扩大市场规模、提高自身估值，并成功登陆资本市场。上市背后的风投机构、公司高管可谓赚得盆满钵满。而如今，企业资金链断裂，把租赁矛盾留给了房东和租客，各方为之“埋单”。\n常常是，平台一旦“爆雷”，高管只需圈钱跑路玩失踪即可。房东租客精力有限，房管局、公安部门难断租赁纠纷，有时法院缺乏定罪依据……惩处力度不足，就很难震慑想要钻空子、“割韭菜”的不法商人。\n相关部门必须切实履行协同监管责任，在规范发展上下足功夫，建章立制、重拳出击，遏制不法冲动、打击犯罪行为，维护好广大人民群众合法权益。","news_type":1,"symbols_score_info":{"DNK":0.9}},"isVote":1,"tweetType":1,"viewCount":1284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391760603,"gmtCreate":1606765828802,"gmtModify":1703844318893,"author":{"id":"3566516542879110","authorId":"3566516542879110","name":"雄鹰展翅寻鸿雁","avatar":"https://static.tigerbbs.com/7541439ef3252fc2d753219ef371bce6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566516542879110","authorIdStr":"3566516542879110"},"themes":[],"htmlText":"最关键，什么时候破产退市呀，哈哈😄","listText":"最关键，什么时候破产退市呀，哈哈😄","text":"最关键，什么时候破产退市呀，哈哈😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391760603","repostId":"2088925547","repostType":2,"repost":{"id":"2088925547","kind":"highlight","weMediaInfo":{"introduction":"挖掘互联网创业机会，为创业者提供最真诚服务。","home_visible":1,"media_name":"刘旷","id":"1054650051","head_image":"https://static.tigerbbs.com/3ec32a8ed3664db2bd5c9d2fcf3bc685"},"pubTimestamp":1606750800,"share":"https://www.laohu8.com/m/news/2088925547?lang=&edition=full","pubTime":"2020-11-30 23:40","market":"hk","language":"zh","title":"爆雷了，长租公寓淘汰赛来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2088925547","media":"刘旷","summary":"在疫情的袭击下，长租公寓市场一度面临寒冬，许多长租公寓平台倒闭、跑路事件频发。蛋壳爆雷，用户最受伤今年1月份，蛋壳公寓在美国纽交所正式挂牌上市，成为国内长租公寓第二个赴美上市的品牌。对于此前蛋壳公寓爆雷事件，让很多用户对长租公寓自如也感到十分担忧。不难看出，经过长期的亏损和疫情的原因，暴雷现象逐渐向上游企业延伸，长租公寓市场进入了优胜劣汰的淘汰赛，未来资金状况良好、不过度扩张营销的企业将脱颖而出。","content":"<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/e21f3b0b67324fe2ba16f0de884bb5ac\"/></p><p><span><em>配图来自Canva可画</em></span></p><p><span>过去几年，长租公寓企业一直是资本的宠儿，在资本的扶持下，长租市场本是一片向好，孵化出的独角兽公司和已经上市的公司不在少数。然而突如其来的新冠疫情让很多行业都遭受巨大影响，长租公寓也不例外。</span></p><p><span>在疫情的袭击下，长租公寓市场一度面临寒冬，许多长租公寓平台倒闭、跑路事件频发。租客面临被清退的危机；中介为求自保，简单粗暴地单方面提出解约；房东也承受了房屋长期空置带来的损失。</span></p><p><span>在房东、租客和中介间矛盾愈演愈烈的情况下，租客和房东也在选择租赁公司时有所顾虑。这样一来，发展比较稳定或已经上市的头部租赁机构相对来说比较有保障，成为了许多用户的选择对象。其中，已经赴美上市的<a href=\"https://laohu8.com/S/DNK\">蛋壳公寓</a>和背靠链家的自如常常被拿出来做比较。</span></p><p><span><strong>蛋壳爆雷，用户最受伤</strong></span></p><p><span>今年1月份，蛋壳公寓在美国纽交所正式挂牌上市，成为国内长租公寓第二个赴美上市的品牌。按理说作为上市公司，无论是公信力还是盈利能力都将远超过其它公司，然而距离上市的高光时刻仅过了10个月，蛋壳公寓瞬间爆雷的事件就引发热议。</span></p><p><span>其实，蛋壳公寓爆雷的种子早在很久以前就埋下了。</span></p><p><span>从房源数量来看，2017年蛋壳公寓的在管房屋只有约8000间，而2019年底便已经超过了43万间，在持续的扩张中，蛋壳公寓为了抢夺房源、拉拢用户，不惜高价租进低价租出，给蛋壳公寓带来了巨额的亏损。</span></p><p><span>今年一季度，蛋壳的资产负债率高达97.06%，经营现金流也从2017年的负1亿跌至2019年的负19亿，一时间，入不敷出成为了蛋壳公寓的真实写照。而当入不敷出遇上疫情影响，也让原本就没有利润的蛋壳公寓雪上加霜，最终蛋壳公寓的资金链枯竭，出现了重大问题。</span></p><p><strong><span>对于蛋壳公寓事件来说，最大的受害者还是租客们。</span></strong><span></span></p><p><span>在蛋壳线下办公室人去楼空，房东们无法收到房租后，从而引发大量租客被要求搬离居所，导致无家可归的局面。<a href=\"https://laohu8.com/S/WB\">微博</a>、小红书等社交网络平台上，普通租客的求助信息处处可见，其中大多都是在一线城市打拼的年轻人。</span></p><p><span>而蛋壳的暴雷事件，更深层的伤害依旧是对蛋壳自身的伤害。因为用户体验的下降，让蛋壳公寓在行业内的口碑在一夜间分崩离析，未来就算再次出发，也很难让用户选择。</span></p><p><span>蛋壳爆雷事件不但给消费者带来巨大损失，也让许多有租房需求的用户陷入了对房屋租赁机构的质疑中，而同是头部机构的自如便受到了许多质疑。</span></p><p><span><strong>自如依然“自如”？</strong></span></p><p><span>对于此前蛋壳公寓爆雷事件，让很多用户对长租公寓自如也感到十分担忧。对此，自如也在11月17日通过其知乎官方账号回应道：自如一切安好，大家可以放心居住。</span></p><p><span>除了表示一切安好以外，自如还在近日官宣了并购贝客青年精品公寓的消息，大大提升了自如在核心城市的集中式公寓规模。另外，自如还推出了首个租住社区—自如里，配备共享办公空间、便利店、等生活配套设施和全方位社区服务，目前自如里的入住率已达到97%。</span></p><p><strong><span>表面看，自如不但没有资金链的问题，还在持续不断的扩张和开发新产品。然而事实是，长租公寓的危机自如并没有幸免。</span></strong><span></span></p><p><span>在长租公寓接连暴雷及疫情带来的租金下滑影响下，自如也不得不开始一番大面积的内部房源清查。除了和房东提出降租或解约的要求以外，自如房屋的租住条件也多次引发负面新闻，如甲醛超标、水管接错等，引发了用户的强烈不满。</span></p><p><span>在黑猫投诉平台上，自如的投诉记录超过了2000条，作为一个提供租房服务平台来说，自如的形象并不像它的名字那样让用户感到“自如”。</span></p><p><span><strong>进入淘汰赛的长租公寓</strong></span></p><p><span>由此可见，无论是蛋壳还是自如，一旦长租公寓出现爆雷事件，最大的受害者永远是租客。不仅会对长租公寓模式丧失信心，可能还会造成更深远的影响。比如不再考虑租住长租公寓，而是选择中介、城中村等其它租住方式。</span></p><p><span>虽然事件频出带来了巨大的影响，但同样的，一直以来的负面事件也加速了行业洗牌，让长租公寓的业务能够更加集中化。据<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>研究院不完全统计，2017年至今长租公寓爆雷的就有107家，今年多达四成，近七成是因为“高收低租”的模式导致。</span></p><p><span>不难看出，经过长期的亏损和疫情的原因，暴雷现象逐渐向上游企业延伸，长租公寓市场进入了优胜劣汰的淘汰赛，未来资金状况良好、不过度扩张营销的企业将脱颖而出。</span></p><p><strong><span>对于整个市场来说，此次龙头企业爆雷事件后，长租公寓或将进入一段重整低谷期，这也是给长租公寓们带来一段调整自身状态的时间，因为长租公寓赛道的竞争并没有结束，未来其市场的机会仍然很大。</span></strong><span></span></p><p><span>因为对于用户尤其是一线城市漂泊的年轻人来说，租房是刚需。而年轻人不但租住要求越来越高，且用手机租赁平台寻找租房渠道的也占大多数，长租公寓正好可以满足其需求。</span></p><p><span><strong>用户仍是重中之重</strong></span></p><p><span>所以从长远发展趋势来看，长租公寓的下半场已经来临。但如何在下半场持续跑赢，便是长租公寓们目前面临的难题。</span></p><p><strong><span>首先，高价低租不可取。</span></strong><span>无论是高价低租还是大力补贴，虽然表面上用户占了不少便宜，然而烧钱买用户亦或是烧钱扩张对于任何平台来说都是自寻死路。一个能够长期发展的平台一定是具有盈利能力的，一旦资金链阻断，不但企业会受到灭顶之灾，用户也将陷入清退危机。</span></p><p><strong><span>其次，口碑建立很重要。</span></strong><span>而除了补贴能够吸引用户之外，用户口碑无疑是企业持续发展的关键。在长租公寓市场中，租赁过程和售后服务无疑是建立用户口碑的关键，如何树立用户口碑，提升用户黏性，与用户保持长期的良性关系也是未来长租公寓平台发力的重点。</span></p><p><strong><span>最后，租金贷误人太深，应当加强监管力度。</span></strong><span>虽然目前人均负债、人人月光，但租金贷无疑是打在用户心头的一击重锤，部分“租金贷”套路成为消费陷阱，极大地影响了用户的租赁体验。</span></p><p><span>据上海消保委数据显示，今年租金贷投诉量激增，其中诱导租户贷款投诉占比近24%。在租金贷的不良影响下，各大平台无疑要加强监管力度，严厉打击诱导贷款者，保证用户的消费体验和合法权益。</span></p><p><span>不难看出，长租公寓赛道跑马圈地的时代已经结束了，未来用户才是需要发力的重点。随着行业的监管逐渐完善，赛道洗牌仍将持续，未来高收低租、租金贷的套路将难以长期发展，长租公寓行业未来也将趋于完善。而如何建立新的增长点，长租公寓们需要重新审视自己。</span></p><p><strong><span>文/刘旷公众号，ID：liukuang110</span></strong></p><p><img src=\"https://static.tigerbbs.com/bbce90cb88694ae79b29bf0944c4ad6a\"/></p>\n</div></body></html>","source":"weixin_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>爆雷了，长租公寓淘汰赛来了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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爆雷了，长租公寓淘汰赛来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1054650051\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/3ec32a8ed3664db2bd5c9d2fcf3bc685);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">刘旷 </p>\n<p class=\"h-time\">2020-11-30 23:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/e21f3b0b67324fe2ba16f0de884bb5ac\"/></p><p><span><em>配图来自Canva可画</em></span></p><p><span>过去几年，长租公寓企业一直是资本的宠儿，在资本的扶持下，长租市场本是一片向好，孵化出的独角兽公司和已经上市的公司不在少数。然而突如其来的新冠疫情让很多行业都遭受巨大影响，长租公寓也不例外。</span></p><p><span>在疫情的袭击下，长租公寓市场一度面临寒冬，许多长租公寓平台倒闭、跑路事件频发。租客面临被清退的危机；中介为求自保，简单粗暴地单方面提出解约；房东也承受了房屋长期空置带来的损失。</span></p><p><span>在房东、租客和中介间矛盾愈演愈烈的情况下，租客和房东也在选择租赁公司时有所顾虑。这样一来，发展比较稳定或已经上市的头部租赁机构相对来说比较有保障，成为了许多用户的选择对象。其中，已经赴美上市的<a href=\"https://laohu8.com/S/DNK\">蛋壳公寓</a>和背靠链家的自如常常被拿出来做比较。</span></p><p><span><strong>蛋壳爆雷，用户最受伤</strong></span></p><p><span>今年1月份，蛋壳公寓在美国纽交所正式挂牌上市，成为国内长租公寓第二个赴美上市的品牌。按理说作为上市公司，无论是公信力还是盈利能力都将远超过其它公司，然而距离上市的高光时刻仅过了10个月，蛋壳公寓瞬间爆雷的事件就引发热议。</span></p><p><span>其实，蛋壳公寓爆雷的种子早在很久以前就埋下了。</span></p><p><span>从房源数量来看，2017年蛋壳公寓的在管房屋只有约8000间，而2019年底便已经超过了43万间，在持续的扩张中，蛋壳公寓为了抢夺房源、拉拢用户，不惜高价租进低价租出，给蛋壳公寓带来了巨额的亏损。</span></p><p><span>今年一季度，蛋壳的资产负债率高达97.06%，经营现金流也从2017年的负1亿跌至2019年的负19亿，一时间，入不敷出成为了蛋壳公寓的真实写照。而当入不敷出遇上疫情影响，也让原本就没有利润的蛋壳公寓雪上加霜，最终蛋壳公寓的资金链枯竭，出现了重大问题。</span></p><p><strong><span>对于蛋壳公寓事件来说，最大的受害者还是租客们。</span></strong><span></span></p><p><span>在蛋壳线下办公室人去楼空，房东们无法收到房租后，从而引发大量租客被要求搬离居所，导致无家可归的局面。<a href=\"https://laohu8.com/S/WB\">微博</a>、小红书等社交网络平台上，普通租客的求助信息处处可见，其中大多都是在一线城市打拼的年轻人。</span></p><p><span>而蛋壳的暴雷事件，更深层的伤害依旧是对蛋壳自身的伤害。因为用户体验的下降，让蛋壳公寓在行业内的口碑在一夜间分崩离析，未来就算再次出发，也很难让用户选择。</span></p><p><span>蛋壳爆雷事件不但给消费者带来巨大损失，也让许多有租房需求的用户陷入了对房屋租赁机构的质疑中，而同是头部机构的自如便受到了许多质疑。</span></p><p><span><strong>自如依然“自如”？</strong></span></p><p><span>对于此前蛋壳公寓爆雷事件，让很多用户对长租公寓自如也感到十分担忧。对此，自如也在11月17日通过其知乎官方账号回应道：自如一切安好，大家可以放心居住。</span></p><p><span>除了表示一切安好以外，自如还在近日官宣了并购贝客青年精品公寓的消息，大大提升了自如在核心城市的集中式公寓规模。另外，自如还推出了首个租住社区—自如里，配备共享办公空间、便利店、等生活配套设施和全方位社区服务，目前自如里的入住率已达到97%。</span></p><p><strong><span>表面看，自如不但没有资金链的问题，还在持续不断的扩张和开发新产品。然而事实是，长租公寓的危机自如并没有幸免。</span></strong><span></span></p><p><span>在长租公寓接连暴雷及疫情带来的租金下滑影响下，自如也不得不开始一番大面积的内部房源清查。除了和房东提出降租或解约的要求以外，自如房屋的租住条件也多次引发负面新闻，如甲醛超标、水管接错等，引发了用户的强烈不满。</span></p><p><span>在黑猫投诉平台上，自如的投诉记录超过了2000条，作为一个提供租房服务平台来说，自如的形象并不像它的名字那样让用户感到“自如”。</span></p><p><span><strong>进入淘汰赛的长租公寓</strong></span></p><p><span>由此可见，无论是蛋壳还是自如，一旦长租公寓出现爆雷事件，最大的受害者永远是租客。不仅会对长租公寓模式丧失信心，可能还会造成更深远的影响。比如不再考虑租住长租公寓，而是选择中介、城中村等其它租住方式。</span></p><p><span>虽然事件频出带来了巨大的影响，但同样的，一直以来的负面事件也加速了行业洗牌，让长租公寓的业务能够更加集中化。据<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>研究院不完全统计，2017年至今长租公寓爆雷的就有107家，今年多达四成，近七成是因为“高收低租”的模式导致。</span></p><p><span>不难看出，经过长期的亏损和疫情的原因，暴雷现象逐渐向上游企业延伸，长租公寓市场进入了优胜劣汰的淘汰赛，未来资金状况良好、不过度扩张营销的企业将脱颖而出。</span></p><p><strong><span>对于整个市场来说，此次龙头企业爆雷事件后，长租公寓或将进入一段重整低谷期，这也是给长租公寓们带来一段调整自身状态的时间，因为长租公寓赛道的竞争并没有结束，未来其市场的机会仍然很大。</span></strong><span></span></p><p><span>因为对于用户尤其是一线城市漂泊的年轻人来说，租房是刚需。而年轻人不但租住要求越来越高，且用手机租赁平台寻找租房渠道的也占大多数，长租公寓正好可以满足其需求。</span></p><p><span><strong>用户仍是重中之重</strong></span></p><p><span>所以从长远发展趋势来看，长租公寓的下半场已经来临。但如何在下半场持续跑赢，便是长租公寓们目前面临的难题。</span></p><p><strong><span>首先，高价低租不可取。</span></strong><span>无论是高价低租还是大力补贴，虽然表面上用户占了不少便宜，然而烧钱买用户亦或是烧钱扩张对于任何平台来说都是自寻死路。一个能够长期发展的平台一定是具有盈利能力的，一旦资金链阻断，不但企业会受到灭顶之灾，用户也将陷入清退危机。</span></p><p><strong><span>其次，口碑建立很重要。</span></strong><span>而除了补贴能够吸引用户之外，用户口碑无疑是企业持续发展的关键。在长租公寓市场中，租赁过程和售后服务无疑是建立用户口碑的关键，如何树立用户口碑，提升用户黏性，与用户保持长期的良性关系也是未来长租公寓平台发力的重点。</span></p><p><strong><span>最后，租金贷误人太深，应当加强监管力度。</span></strong><span>虽然目前人均负债、人人月光，但租金贷无疑是打在用户心头的一击重锤，部分“租金贷”套路成为消费陷阱，极大地影响了用户的租赁体验。</span></p><p><span>据上海消保委数据显示，今年租金贷投诉量激增，其中诱导租户贷款投诉占比近24%。在租金贷的不良影响下，各大平台无疑要加强监管力度，严厉打击诱导贷款者，保证用户的消费体验和合法权益。</span></p><p><span>不难看出，长租公寓赛道跑马圈地的时代已经结束了，未来用户才是需要发力的重点。随着行业的监管逐渐完善，赛道洗牌仍将持续，未来高收低租、租金贷的套路将难以长期发展，长租公寓行业未来也将趋于完善。而如何建立新的增长点，长租公寓们需要重新审视自己。</span></p><p><strong><span>文/刘旷公众号，ID：liukuang110</span></strong></p><p><img src=\"https://static.tigerbbs.com/bbce90cb88694ae79b29bf0944c4ad6a\"/></p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69cb99414ad545d3e125459e030ab33d","relate_stocks":{"DNK":"蛋壳公寓"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzAxNTM3MTUxOA==&mid=2650856014&idx=1&sn=740ed7855fe2eafcbb0d542768c27729&chksm=807167dfb706eec9152528bcade95dc809816e6adac119f0234e48883e6b88271d3afd460caa&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2088925547","content_text":"配图来自Canva可画过去几年，长租公寓企业一直是资本的宠儿，在资本的扶持下，长租市场本是一片向好，孵化出的独角兽公司和已经上市的公司不在少数。然而突如其来的新冠疫情让很多行业都遭受巨大影响，长租公寓也不例外。在疫情的袭击下，长租公寓市场一度面临寒冬，许多长租公寓平台倒闭、跑路事件频发。租客面临被清退的危机；中介为求自保，简单粗暴地单方面提出解约；房东也承受了房屋长期空置带来的损失。在房东、租客和中介间矛盾愈演愈烈的情况下，租客和房东也在选择租赁公司时有所顾虑。这样一来，发展比较稳定或已经上市的头部租赁机构相对来说比较有保障，成为了许多用户的选择对象。其中，已经赴美上市的蛋壳公寓和背靠链家的自如常常被拿出来做比较。蛋壳爆雷，用户最受伤今年1月份，蛋壳公寓在美国纽交所正式挂牌上市，成为国内长租公寓第二个赴美上市的品牌。按理说作为上市公司，无论是公信力还是盈利能力都将远超过其它公司，然而距离上市的高光时刻仅过了10个月，蛋壳公寓瞬间爆雷的事件就引发热议。其实，蛋壳公寓爆雷的种子早在很久以前就埋下了。从房源数量来看，2017年蛋壳公寓的在管房屋只有约8000间，而2019年底便已经超过了43万间，在持续的扩张中，蛋壳公寓为了抢夺房源、拉拢用户，不惜高价租进低价租出，给蛋壳公寓带来了巨额的亏损。今年一季度，蛋壳的资产负债率高达97.06%，经营现金流也从2017年的负1亿跌至2019年的负19亿，一时间，入不敷出成为了蛋壳公寓的真实写照。而当入不敷出遇上疫情影响，也让原本就没有利润的蛋壳公寓雪上加霜，最终蛋壳公寓的资金链枯竭，出现了重大问题。对于蛋壳公寓事件来说，最大的受害者还是租客们。在蛋壳线下办公室人去楼空，房东们无法收到房租后，从而引发大量租客被要求搬离居所，导致无家可归的局面。微博、小红书等社交网络平台上，普通租客的求助信息处处可见，其中大多都是在一线城市打拼的年轻人。而蛋壳的暴雷事件，更深层的伤害依旧是对蛋壳自身的伤害。因为用户体验的下降，让蛋壳公寓在行业内的口碑在一夜间分崩离析，未来就算再次出发，也很难让用户选择。蛋壳爆雷事件不但给消费者带来巨大损失，也让许多有租房需求的用户陷入了对房屋租赁机构的质疑中，而同是头部机构的自如便受到了许多质疑。自如依然“自如”？对于此前蛋壳公寓爆雷事件，让很多用户对长租公寓自如也感到十分担忧。对此，自如也在11月17日通过其知乎官方账号回应道：自如一切安好，大家可以放心居住。除了表示一切安好以外，自如还在近日官宣了并购贝客青年精品公寓的消息，大大提升了自如在核心城市的集中式公寓规模。另外，自如还推出了首个租住社区—自如里，配备共享办公空间、便利店、等生活配套设施和全方位社区服务，目前自如里的入住率已达到97%。表面看，自如不但没有资金链的问题，还在持续不断的扩张和开发新产品。然而事实是，长租公寓的危机自如并没有幸免。在长租公寓接连暴雷及疫情带来的租金下滑影响下，自如也不得不开始一番大面积的内部房源清查。除了和房东提出降租或解约的要求以外，自如房屋的租住条件也多次引发负面新闻，如甲醛超标、水管接错等，引发了用户的强烈不满。在黑猫投诉平台上，自如的投诉记录超过了2000条，作为一个提供租房服务平台来说，自如的形象并不像它的名字那样让用户感到“自如”。进入淘汰赛的长租公寓由此可见，无论是蛋壳还是自如，一旦长租公寓出现爆雷事件，最大的受害者永远是租客。不仅会对长租公寓模式丧失信心，可能还会造成更深远的影响。比如不再考虑租住长租公寓，而是选择中介、城中村等其它租住方式。虽然事件频出带来了巨大的影响，但同样的，一直以来的负面事件也加速了行业洗牌，让长租公寓的业务能够更加集中化。据贝壳研究院不完全统计，2017年至今长租公寓爆雷的就有107家，今年多达四成，近七成是因为“高收低租”的模式导致。不难看出，经过长期的亏损和疫情的原因，暴雷现象逐渐向上游企业延伸，长租公寓市场进入了优胜劣汰的淘汰赛，未来资金状况良好、不过度扩张营销的企业将脱颖而出。对于整个市场来说，此次龙头企业爆雷事件后，长租公寓或将进入一段重整低谷期，这也是给长租公寓们带来一段调整自身状态的时间，因为长租公寓赛道的竞争并没有结束，未来其市场的机会仍然很大。因为对于用户尤其是一线城市漂泊的年轻人来说，租房是刚需。而年轻人不但租住要求越来越高，且用手机租赁平台寻找租房渠道的也占大多数，长租公寓正好可以满足其需求。用户仍是重中之重所以从长远发展趋势来看，长租公寓的下半场已经来临。但如何在下半场持续跑赢，便是长租公寓们目前面临的难题。首先，高价低租不可取。无论是高价低租还是大力补贴，虽然表面上用户占了不少便宜，然而烧钱买用户亦或是烧钱扩张对于任何平台来说都是自寻死路。一个能够长期发展的平台一定是具有盈利能力的，一旦资金链阻断，不但企业会受到灭顶之灾，用户也将陷入清退危机。其次，口碑建立很重要。而除了补贴能够吸引用户之外，用户口碑无疑是企业持续发展的关键。在长租公寓市场中，租赁过程和售后服务无疑是建立用户口碑的关键，如何树立用户口碑，提升用户黏性，与用户保持长期的良性关系也是未来长租公寓平台发力的重点。最后，租金贷误人太深，应当加强监管力度。虽然目前人均负债、人人月光，但租金贷无疑是打在用户心头的一击重锤，部分“租金贷”套路成为消费陷阱，极大地影响了用户的租赁体验。据上海消保委数据显示，今年租金贷投诉量激增，其中诱导租户贷款投诉占比近24%。在租金贷的不良影响下，各大平台无疑要加强监管力度，严厉打击诱导贷款者，保证用户的消费体验和合法权益。不难看出，长租公寓赛道跑马圈地的时代已经结束了，未来用户才是需要发力的重点。随着行业的监管逐渐完善，赛道洗牌仍将持续，未来高收低租、租金贷的套路将难以长期发展，长租公寓行业未来也将趋于完善。而如何建立新的增长点，长租公寓们需要重新审视自己。文/刘旷公众号，ID：liukuang110","news_type":1,"symbols_score_info":{"DNK":0.9}},"isVote":1,"tweetType":1,"viewCount":1928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391009741,"gmtCreate":1606404636384,"gmtModify":1703843005190,"author":{"id":"3566516542879110","authorId":"3566516542879110","name":"雄鹰展翅寻鸿雁","avatar":"https://static.tigerbbs.com/7541439ef3252fc2d753219ef371bce6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566516542879110","authorIdStr":"3566516542879110"},"themes":[],"htmlText":"蛋壳即将破产！","listText":"蛋壳即将破产！","text":"蛋壳即将破产！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391009741","isVote":1,"tweetType":1,"viewCount":1744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}