One Body, Two Wings Strategy Upgrade
Massive Scale with Continuous Market Share Gains
GTV1
Industry GTV in China²
(RMB bn)
+ 10.1%
3,853
187
3,499
+ 64.5%
1176
2,128
1,609
83
1,383
748
(RMB tn)
Beike: +4.9%
-6.3%
15.46
Beike: +16.3%
+ 5.3%
16.28
贝壳
找房大平台
1,120
7.49
7.02
1,940
2,058
66
732
469
1,297
21
357
585
355
2019
2020
2021
2020Q4
2021Q4
2020
2021
2020
2021
Existing Home Transaction Services
■New Home Transaction Services
Emerging and Other Services
New Home Transactions
YoY growth of GTV of new
home transactions
1 GTV is defined as gross transaction value, which is calculated as the total value of all transactions facilitated on the platform and evidenced by signed contracts, including the value of the existing home
transactions, new home transactions and emerging and other services, regardless of whether the transactions are actually closed. 2 Existing home sales GTV in China based on Beike Research's data. New
home sales GTV in China based on NBS data.
15
Existing Home Sales
YoY growth of GTV of existing
home salesView entire presentation