Guolian: AI helps real estate to improve quality and increase efficiency, promoting the industry's digital transformation.

Guolian published a research report stating that according to statistics from Ke Rui, 92% of major real estate companies have identified AI big models as a key frontier technology application, far exceeding blockchain technology (32%) and humanoid Siasun Robot & Automation (26%). At the same time, the technology layout of the property management industry is relatively early, and the current industry's digital upgrade is shifting from single business optimization to multi-party collaboration. It is recommended that property management companies and intermediary platforms leading in technology development are driving the transformation of the entire social production mode with the development of AI, and currently AI is empowering the entire real estate industry chain, helping companies improve quality and efficiency. Event: On February 7, 2025, MING YUAN CLOUD's official website announced that it had successfully integrated DeepSeek's big model, as a domestic real estate ecological chain digital solution platform, and together with DeepSeek, it would promote a new digital transformation in real estate. Guolian's main points are as follows: AI empowers real estate development, comprehensively enhancing enterprise competitiveness The empowerment of AI for real estate developers includes: In terms of investment, AI big models integrate historical and real-time data to enhance the accuracy of investment in land acquisition; In terms of engineering, it helps companies to identify problems in the construction process in a timely manner and make adjustments, improving the breadth and accuracy of engineering control; In terms of operation, with big data analysis to optimize decision-making processes, improve resource utilization, and reduce operating costs; In terms of marketing, AI big models use deep learning of user behavior to help customize marketing strategies and improve customer conversion rates. Property management companies deepen technological construction, and business collaboration is becoming a trend The property management industry's technological layout is relatively early, and the current industry's digital upgrade is shifting from single business optimization to multi-party collaboration, including: Backstage systems mainly for finance and manpower, aiming to connect business flow data within the company to improve decision-making and management sophistication and intensification; Front-end operations represented by facility equipment maintenance and employee scheduling management, aiming to empower front-line operations with technology to reduce costs and increase efficiency internally and enhance owner experience externally; Smart customer service platform core based on owner apps and smart community hardware, providing customized technology solutions. Some leading companies have already achieved technology services for external output, such as ONEWO's technology service revenue reaching 1.39 billion yuan in the first half of 2024, and GREENTOWN SER's customized smart construction service revenue reaching 159 million yuan. Real estate intermediary platforms accelerate intelligent upgrades to improve transaction efficiency. Platforms such as Beike and Anjuke are leveraging technological upgrades to optimize service processes and improve industry operation efficiency. Beike, in the early stage, relied on digital tools such as VR house viewing, online viewings, and electronic contracts to promote the industry's online process; at the same time, it built a "housing dictionary" and a real source system to increase transaction transparency and efficiency. Anjuke has created an AI intelligent assistant for real estate brokerage business, deeply empowering real estate agents in all processes of property operation, marketing, customer acquisition, and transactions. Through tools such as intelligent house releases, smart micro-chats, and intelligent business follow-ups, it assists in improving the efficiency of real estate agent operations. Technological empowerment is becoming a key direction for the real estate intermediary industry to reduce costs, increase efficiency, and enhance user stickiness. Investment recommendations: In the development sector, the application of AI is relatively late in landing. In the future, it is expected to help real estate companies improve efficiency in precise investment in land acquisition, refined operation management, and personalized marketing. In the property sector, property companies belong to labor-intensive industries, and the application of AI can help reduce costs while bringing new income growth. It is recommended to invest in mature and leading property management companies in technology development, such as CHINA RES MIXC (01209) and ONEWO (02602). Real estate intermediaries are the sectors that first apply technological tools within the industry. It is recommended to invest in high-quality intermediary platforms such as 5i5j Holding Group (000560.SZ). Risk warning: The development of AI is slower than expected, policy effects are not as expected, liquidity risks of real estate companies intensify, and market confidence is lower than expected.