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KE Holdings Inc. Releases 2025 Environmental, Social and Governance Report

(Moderate)
(Very Positive)
Tags

KE Holdings (NYSE: BEKE) released its 2025 ESG Report on April 24, 2026, describing governance, service, talent and environmental initiatives. Key disclosures include executive pay tied to climate targets, apps receiving authoritative security certifications, a renovation fund custody model in 43 cities with >90% user adoption, and a 95% carbon accounting digitization rate.

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Positive

  • Executive pay linked to climate-related targets
  • Renovation fund custody adopted by over 90% of users in 43 cities
  • Training coverage for Lianjia agents >99% with 2.89M learning hours in 2025
  • AI design efficiency cut renovation proposal time from 4 hours to 15 minutes
  • Carbon management system with 95% digitization rate

Negative

  • Custody model deployed in 43 cities, not yet nationwide

News Market Reaction – BEKE

+2.41%
+2.41% Session close to close

In the Apr 24 session, BEKE gained 2.41%, reflecting a moderate positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement centered on KE Holdings’ 2025 ESG initiatives, including linking executive pay to ...
Analysis

This announcement centered on KE Holdings’ 2025 ESG initiatives, including linking executive pay to climate targets, a renovation fund custody model adopted by over 90% of users in 43 cities, and a carbon management system with a 95% digitization rate. It complements recent earnings and dividend developments, as well as detailed PRC and VIE risk disclosures in the latest 20-F. Observers may track how these governance and sustainability efforts intersect with future financial results and capital return actions.

Key Figures

Cities with custody model: 43 cities Custody adoption rate: over 90% Training coverage: over 99% +4 more
7 metrics
Cities with custody model 43 cities 2025 renovation fund custody rollout
Custody adoption rate over 90% Users adopting renovation fund custody in 2025
Training coverage over 99% Lianjia agents full-lifecycle training coverage in 2025
Total training hours more than 2.89 million hours Lianjia agent training duration in 2025
Design time after AI BIM 15 minutes Proposal preparation time with AI-powered BIM tools
Design time before AI BIM four hours Prior proposal preparation time before BIM tools
Carbon management digitization 95% Digitization rate of integrated carbon management system

Historical Context

5 past events · Latest: Mar 16 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Mar 16 Dividend announcement Positive +4.0% Announced final cash dividend totaling about US$0.3 billion to shareholders.
Mar 16 Earnings and dividend Positive +4.0% Reported FY2025 results with solid revenues, net income, and shareholder returns.
Mar 04 Earnings date notice Neutral +2.8% Scheduled Q4 and FY2025 results release and conference call details.
Nov 10 Quarterly earnings Neutral +3.4% Released Q3 2025 results with flat GTV and mixed segment performance.
Oct 28 Earnings call notice Neutral -0.2% Announced timing and access details for upcoming Q3 2025 results call.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent dividend and earnings announcements tended to coincide with positive single-day moves, suggesting the stock has responded constructively to shareholder-return and results updates.

Recent Company History

Over the past six months, KE Holdings has focused on financial performance and shareholder returns. Q3 2025 results on Nov 10 showed modest revenue growth but weaker net income, followed by continued earnings updates and conference calls. FY2025 results and a final cash dividend on Mar 16, 2026 highlighted strong GTV, net revenues, and sizable buybacks, driving a 4.03% move. A separate dividend release the same day reinforced capital return. Today’s ESG report fits into this broader narrative of governance, disclosure, and capital allocation initiatives.

Key Terms

environmental, social and governance, esg, ai-powered, carbon management system, +2 more
6 terms
environmental, social and governance financial
"released its 2025 Environmental, Social and Governance report (the “2025 ESG Report”)"
Environmental, social and governance (ESG) describes how a company manages its impact on the planet, how it treats people and how it is governed. Investors treat ESG like a report card—companies that score well tend to face fewer regulatory, legal and reputational surprises, attract customers and employees more easily, and may deliver steadier long‑term returns, while poor ESG performance can signal added risk to investment value.
esg financial
"Highlights of Beike’s 2025 ESG Achievements"
ESG stands for Environmental, Social, and Governance, which are key factors investors consider when evaluating how sustainable and responsible a company is. It involves assessing how a company manages its impact on the environment, treats its employees and communities, and operates transparently and ethically. Investors use ESG criteria to identify businesses that align with their values and have the potential for long-term success.
ai-powered technical
"through the application of AI-powered BIM design tools, proposal preparation time"
"AI-powered" describes technology that uses artificial intelligence to perform tasks, make decisions, or analyze information automatically. It’s similar to having a highly skilled assistant that can learn from data, recognize patterns, and improve over time, helping to make processes faster and more accurate. For investors, this means better insights and more efficient operations, potentially leading to smarter investment choices.
carbon management system technical
"building an integrated carbon management system with a 95% digitization rate"
A carbon management system is a company’s set of tools, processes and rules for measuring, tracking, reducing and reporting its greenhouse gas emissions. Think of it like a household budget and thermostat combined: it shows where emissions come from, sets targets to cut them, and records progress. For investors it signals how well a business is managing regulatory, cost and reputational risks tied to climate change and can affect future cash flows and valuation.
greenhouse gas emissions technical
"supports accurate accounting of greenhouse gas emissions"
Greenhouse gas emissions are the gases a company releases into the air—like carbon dioxide or methane—that trap heat in the atmosphere and contribute to global warming. For investors, these emissions matter because they can lead to higher regulatory costs, fines, shifting consumer preferences, and physical risks (like supply-chain disruptions), or create opportunities in low-carbon products; think of emissions as a company’s climate footprint that can affect future profits and value.
climate scenario analysis technical
"disclosed climate scenario analysis and financial impact assessments in its ESG Report"
Climate scenario analysis is a structured way companies and investors explore how different possible futures for the climate—such as warmer temperatures, changing weather patterns, or stricter carbon rules—could affect a business’s assets, costs, and revenue. Like running several “what if” roadmaps for how the environment and regulations might change, it helps investors gauge potential risks and opportunities, test resilience of business plans, and compare choices across companies when making long-term capital or portfolio decisions.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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BEIJING, April 24, 2026 (GLOBE NEWSWIRE) -- KE Holdings Inc. (“Beike” or the “Company”) (NYSE: BEKE; HKEX: 2423), a leading integrated online and offline platform for housing transactions and services, today released its 2025 Environmental, Social and Governance report (the “2025 ESG Report”), highlighting Beike’s ongoing efforts to strengthen its governance framework, enhance residential service experiences, empower industry participants through technology, and contribute to a sustainable future for the value chain, all underpinned by its mission of “Admirable service, joyful living.”

Mr. Stanley Yongdong Peng, Co-founder, Chairman of the Board, and Chief Executive Officer of Beike, commented, “The true significance of Beike lies in the responsibility we choose to undertake for society. This requires us to always put consumer value at the core, collaborate with partners across the value chain to foster a virtuous industry cycle, and actively contribute to a more transparent, well-organized, and sustainable industry ecosystem. We believe this is how Beike creates sustainable value for our shareholders.”

Highlights of Beike’s 2025 ESG Achievements:

Strengthening Corporate Governance
Beike continued to reinforce a fair and transparent governance system. The Company incorporated key ESG metrics into executive performance appraisals. Specifically, the remuneration of the Chairman, core management, and key executives is directly linked to climate-related targets, reinforcing accountability for long-term sustainable value creation. In terms of data security, in 2025, Beike’s apps for consumer-end users all obtained authoritative information security certifications from China or international organizations.

Enhancing Service Quality
Beike continued to enhance its consumer protection framework across the service value chain. The Company launched its “3+3” platform-level service commitments for its home transaction services and rolled out transaction fund safety and risk compensation mechanisms in multiple cities. For home renovation and furnishing services, the Company implemented an innovative renovation fund custody model, under which funds are disbursed in installments upon phased acceptance to safeguard customer funds. In 2025, this model was rolled out across 43 cities nationwide, with over 90% of users adopting the custody arrangement.

Professional Development for Service Providers
Beike established a comprehensive and differentiated talent development system, providing agents, store owners, home renovation and home rental service providers with clear career pathways and robust professional capability support, thereby facilitating their professional transformation and value enhancement. In particular, Beike implemented a full-lifecycle training system for Lianjia agents, covering key stages of their career from onboarding and development to targeted upskilling and leadership training, achieving a training coverage rate of over 99% and a total learning duration of more than 2.89 million hours in 2025.

Empowering Services with Technology
Beike leverages technology as a core engine to transform traditional business processes, enhancing customer experience, empowering service providers, and improving overall operational efficiency. For example, in home renovation and furnishing services, through the application of AI-powered BIM design tools, proposal preparation time was reduced to 15 minutes from four hours, significantly improving efficiency and customer satisfaction. In home rental services, the Company launched an AI-powered home-seeking assistant that enhances the rental experience through intelligent matching, AI-generated listing insights, and real-time support.

Low-Carbon Operations and Environmental Management
Beike continued to strengthen its own green and low-carbon management by building an integrated carbon management system with a 95% digitization rate, which supports accurate accounting of greenhouse gas emissions. In addition, the Company established management measures for Lianjia stores to respond to extreme weather events, enhancing emergency response, strengthening operational resilience, and improving business continuity and service stability. In line with new regulations of The Stock Exchange of Hong Kong Limited (the “Hong Kong Stock Exchange”), the Company also disclosed climate scenario analysis and financial impact assessments in its ESG Report.

The Company’s 2025 ESG Report is available in both English and Chinese. To support environmental conservation, it is strongly recommended to use the electronic version, accessible on the Company’s investor relations website at https://investors.ke.com/governance/sustainability.

About KE Holdings Inc.

KE Holdings Inc. is a leading integrated online and offline platform for housing transactions and services. The Company is a pioneer in building infrastructure and standards to reinvent how service providers and customers efficiently navigate and complete housing transactions and services in China, ranging from existing and new home sales, home rentals, to home renovation and furnishing, and other services. The Company owns and operates Lianjia, China’s leading real estate brokerage brand and an integral part of its Beike platform. With more than 24 years of operating experience through Lianjia since its inception in 2001, the Company believes the success and proven track record of Lianjia pave the way for it to build its infrastructure and standards and drive the rapid and sustainable growth of Beike.

Safe Harbor Statement

This press release contains statements that may constitute “forward-looking” statements pursuant to the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “aims,” “future,” “intends,” “plans,” “believes,” “estimates,” “likely to,” and similar statements. Beike may also make written or oral forward-looking statements in its periodic reports to the U.S. Securities and Exchange Commission (the “SEC”) and Hong Kong Stock Exchange, in its annual report to shareholders, in press releases and other written materials, and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including statements about KE Holdings Inc.’s beliefs, plans, and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: Beike’s goals and strategies; Beike’s future business development, financial condition and results of operations; expected changes in the Company’s revenues, costs or expenditures; Beike’s ability to empower services and facilitate transactions on Beike’s platform; competition in the industry in which Beike operates; relevant government policies and regulations relating to the industry; Beike’s ability to protect the Company’s systems and infrastructures from cyber-attacks; Beike’s dependence on the integrity of brokerage brands, stores and agents on the Company’s platform; general economic and business conditions in China and globally; and assumptions underlying or related to any of the foregoing. Further information regarding these and other risks is included in KE Holdings Inc.’s filings with the SEC and the Hong Kong Stock Exchange. All information provided in this press release is as of the date of this press release, and KE Holdings Inc. does not undertake any obligation to update any forward-looking statement, except as required under applicable law.

For investor and media inquiries, please contact:

In China:
KE Holdings Inc.
Investor Relations
Siting Li
E-mail: ir@ke.com 

Piacente Financial Communications
Jenny Cai
Tel: +86-10-6508-0677
E-mail: ke@tpg-ir.com 

In the United States:
Piacente Financial Communications
Brandi Piacente
Tel: +1-212-481-2050
E-mail: ke@tpg-ir.com

Source: KE Holdings Inc. 


FAQ

What ESG actions did KE Holdings (BEKE) disclose in the 2025 ESG Report?

The company linked executive remuneration to climate targets and reported security certifications for consumer apps. According to the company, it also rolled out a renovation fund custody model in 43 cities and disclosed climate scenario analysis per Hong Kong Stock Exchange rules.

How widely is KE Holdings' renovation fund custody model used in 2025?

The custody model was rolled out across 43 cities with over 90% user adoption. According to the company, funds are disbursed in installments upon phased acceptance to protect customer funds across participating cities.

What workforce development metrics did BEKE report for 2025?

BEKE reported a Lianjia agent training coverage rate above 99% and 2.89 million total learning hours. According to the company, a full-lifecycle training system supported onboarding, development, upskilling, and leadership training in 2025.

How did KE Holdings use technology to improve renovation services in 2025?

AI-powered BIM design tools reduced proposal preparation time from four hours to 15 minutes. According to the company, this technology improved efficiency and customer experience for home renovation and furnishing services.

What environmental disclosures did BEKE include in the 2025 ESG Report?

BEKE reported a carbon management system with a 95% digitization rate and included climate scenario and financial impact analysis. According to the company, these disclosures align with new Hong Kong Stock Exchange regulations.