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1、0 02021202211.2292.30503.51714.728001Urban Economic Development3 3ABCDGEHF3,000A B C D E F G H I I76%69116181,0001,4504704508.243826843,205.4221734 46.1%13,96818.5%69.5%43,5028.7%GDP 27,8948.3%0%5%10%15%20%07,00014,00021,00028,00035,000GDP0%20%40%60%80%100%05,00010,00015,00020,00025,000-10%0%10%20%3

2、0%40%50%60%70%80%90%100%0%5%10%15%20%014,00028,00042,00056,00070,0000%5%10%15%20%25%03,5007,00010,50014,00014,78753.0%420212021202120215 520194:202211820212021112021-20252025203520221176 62010-2020:%336.041,7721.713,205.422010320.801.06%200020100.94/()202120202019 2,600 2,800 3,000 3,200 3,400 3,600

3、20102011201220132014201520162017201820192020-0.500.511.522.5 - 500 1,000 1,500 2,000 2,500 3,000 3,5007 7376105620h832020213,8412720192035203520356,20045257.5/11.9/358-10125-620213,576.647.728.0620202.4%15.9%2.2%420215202120218253505020219298393590%8 89 9-21 2.87 -101011 3.39 11116 1.98 121212020255

4、131320192021,2021202212020217.07.58.08.59.09.50.020.040.060.080.0100.02020201920210.02.04.06.08.010.0141420211020(1)1515(2)2021111220251.551520251.552,00021010020302030161620211013202120252025162020202512321.652.332,6033,00041,2972,500510111566,513.49,0007675.31,0008102.75009FDI211351050029633011172

5、51249601333.1341141,752.12,700156.61020259,0001,0001002035171720202025%7095%9095%80100%80%4%723030PQI9394PQI8587%9595%902021102021-20352021-20251720202025%60.263%12.415181820201320211815320212468910111272021202120211919192020202110202020271518.59,60020196.320191.9%6.9%6.3%21212025203521202566%12.5%6

6、3%88%95%90%20352222202123489678202120352323232324242021102021-20352021-20252443625252021102021-20352021-2025252h1h6h6h6h123123203526261681,19816.25026.6202127271234567891011121314142828202150020212021500961128133207252367400444453 - 300 600 900 1,200 1,500 1,800 2,100202150026,745.950045650029292020

7、202110 20212902Grade-A Office Market31312011-20212011-2021202114,787.19.0% - 5,000 10,000 15,000 20,0002010201120122013201420152016201720182019202020210%20%40%60%80%100%2010201120122013201420152016201720182019202020212007001,2001,7002,2002,7003,2003,7004,2001,0006,00011,00016,00021,00026,00031,00036

8、,0003232202120212.9%242/20211.9%100/2.38%83.2620212.9%242/20211.9%100/2021050100150200250300350北京上海深圳廣州杭州南京成都青島武漢廈門大連天津西安長沙重慶沈陽332 247 212 179 133 127 111 107 106 95 92 91 91 88 83 71 242/100/-2.9%-1.9%/3333202183.16/3.73%83.16191,569202131B191,569151,0782021151,078202022,254,172 202132,254,172TMT0.

9、8129.84%0.8129.84%3.73%20213192020121.85%3434202131B191,569標準層示意圖標準層示意圖標準層示意圖3535-50,000050,000100,000150,000200,000250,000300,000350,000Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q

10、3 Q4 Q1 Q2 Q3 Q42007200820092010201120122013201420152016201720182019202020210102030405060 - 20 40 60 80 100Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q420072008200920

11、1020112012201320142015201620172018201920202021/%3536365.175.018.0%-1,2260/%/%22.386.926.1%8,279070.990.822.4%74,968063.982.035.8%20,02474,5694.860.032.0%-54808.583.022.0%4,250038.271.424.2%19,6100365.493.093.2%3,67254,0006.383.065.0%22,05063,0003737|TMT2021, 24%, 19%, 14%TMT, 14%2021201924%19%16%24%

12、14%19%26%11%21%專業服務金融服務房地產和工程建筑金融服務專業服務TMT專業服務金融服務房地產和工程建筑20203838|房地產和工程建筑TMT金融服務解放碑江北嘴大石化江北嘴大石化解放碑34.7%49.5%9.7%專業服務解放碑江北嘴解放碑江北嘴大石化28.4%29.2%24.5%江北嘴新牌坊解放碑27.3%32.5%12.8%大石化江北嘴解放碑30.5%32.9%18.4%大石化新牌坊江北嘴新牌坊大石化解放碑楊家坪南坪大石化江北嘴解放碑新牌坊3939|0%10%20%30%40%50%60%外資內資本地201920202021本地企業聚集地：解放碑：31.7%江北嘴：27.4%

13、新牌坊：12.2%國內企業聚集地：江北嘴：36.1% 解放碑：27.6%大石化：17.9%外資企業聚集地：解放碑：38.4%江北嘴：32.4%大石化：21.8%40402021TOP3江北嘴活躍度前三的行業：2021TMT3402021TMT ：48.6%房地產：12.5%專業服務：11.5%4141TMTTMT20212021TOP3三大活躍行業主要分布在41TMT：江北嘴：58.6%解放碑：17.1%大石化：16.7%專業服務：江北嘴：36.9%解放碑：34.5%大石化：24.4%生活服務:解放碑：49.4%江北嘴：27.4% 大石化：15.6%TMT42422021202144.04%T

14、MT422021, 22.76%, 33.20%, 44.04%新增需求4343, 15.3%, 72.6%, 12.1%本地企業聚集地：江北嘴：53.1%解放碑：33.7% 新牌坊：6.8%國內企業聚集地：江北嘴：52.2% 照母山：19.5%大石化：19.2%外資企業聚集地：解放碑：85.5%新牌坊：13.8%資金來源企業商圈分布202170%4320214444大面積租戶的分布30030036%301-50026%501-8008%80130%300300301-500501-800801800平米以上行業分布TMT ：33.9%生活服務：16.3%其他：12.0%800平米以上區域分布

15、江北嘴：42.5%解放碑 ：24.2%大石化 ：16.6%800平米以上資金來源內資企業：79.9%外資企業：10.1%本地企業：10.0%2021300300801801TMT34%13.21%3000m2以上50.94%1001-3000 m235.85%801-1000m24420214545中央公園照母山光電園汽博中心新牌坊2021464612公園北區公園東區公園中區中央公園73現有項目未來項目791265211811310202147472021484850,0004.8%217,00020.9%120,00011.6%111,33710.7%85,0008.2%108,00010.

16、4%2022-20252022-2025345,29633.3% - 50,000 100,000 150,000 200,000 250,000 300,000 350,000 400,0002022202320242025345,000平方米339,337平方米267,296平方米85,000平方米494920223420201,100452022220251495050TOP 1TOP2TMTTOP3TOP4TOP503Retail Property Market52522011-2021202120210%5%10%15%20%25%05,00010,00015,00005001,00

17、01,5002,0002,5003,0003,5004,00002,0004,0006,0008,00010,00012,00014,00016,00018,00020,0000%5%10%15%20% - 2,000 4,000 6,000 8,000 10,000 12,000 14,0002011201220132014201520162017201820192020202153532021698,0002021568B69.85,762,000202155,762,0000.4510.41%0.4510.41%582.40/68B1.72%582.401.72%20215100-300

18、545468B202181270,000gentle monsteramiMarc jacobs2021423170,0002021613113,000Blt20201230210,000UMEGYMCARE VIVATOD20201225135,0002021121520225555 (200,000) (100,000) - 100,000 200,000 300,000 400,000 500,000 600,000 700,000 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3

19、Q420142015201620172018201920202021201820192020202102468101214500.00600.00700.00800.00 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q420142015201620172018201920202021/%55565613.02203404.5%050.8210100014.3%071.5250150027.1%051.44509007.7%051.841017505.8%

20、70,00043.44007507.1%210,00053.62906905.0%020.02604409.6%024.83004506.6%113,00011.068010203.1%052.03906009.1%170,00055.32506309.2%017.72904402.0%0/%13.53505403.0%135,00046.424075011.8%056100-300575762% 62.4%22%58%20.0%21.9%50%49.8%11.7%1.71%14.12%11.70%22.68%1.71%49.80%2021, 13.3%, 24.3%, 62.4%21.9%5

21、8.0%20.0%5858運動潮流頂級時尚大眾時尚設計時尚快時尚5959零售, 55%餐飲, 30%服務娛樂, 15%國際品牌,17%全國品牌, 59%本地品牌,24%設計時尚, 43%大眾時尚, 19%運動潮流,17%頂級時尚,19%6060區域活躍度&頂級時尚開業聚集地運動潮流開業聚集地61612021202170%52%41.7%25.0%96852.2%34.8%8.7%4.3%69.6%13.0%17.4%5 9 626220216363202101.02.03.04.05.202011182021930930-107100156464202165652021Randb Oasis6

22、L15392E102BarSWIMMINTOTOMATO2521-770logo81S PURE COFFEE676966662021X商業集中度產業集中度樞紐層級消費者活躍度生活方式多樣性發展潛力67672021201712,20201225,202142342600420OPPOJW6868新進世貿系萬科印象城系王府井龍湖天街系新進重慶光環系大悅城系萬科印象城系龍湖天街系深耕重慶2021龍湖天街系2003201420082017U201220162012+2021吾悅系6969 - 200,000 400,000 600,000 800,000 1,000,000 1,200,000202

23、22023202420252022-20252022-2025352,000平方米1,075,700平方米58,000平方米554,00035.13%353,20022.40%163,70010.38%58,0003.68%73,0004.63%285,00018.07%90,0005.71%91,200平方米7070T CITY90112025210100707171TOP 1TOP2TOP3TOP4TOP5Logistics Market047373“1:96 000 000成都烏魯木齊西寧蘭州重慶西安貴陽呼和浩特戰略定位：物流和運營組織中心747450.24004642,9192,919

24、 20212,91942464 1050.25.75.724.0%22.1 /1.7%22.1/1.7%75752021422,91928%25%20%3,720 5,169 7,218 3,528 2,919 01,0002,0003,0004,0005,0006,0007,0008,00020172018201920202021422,91925%2021萬州區25%渝北區20%長壽區8%沙坪壩區7%合川區6%江津區3%九龍坡區3%涪陵區2%其他（縣）24%7576762015202140020%46.265.077.7134.9181.9266.2377.518.812.657.247.

25、084.3111.350.20501001502002503003504004502015201620172018201920202021存量新增供應空置率租金20.021.022.023.024.025.026.027.028.00%5%10%15%20%25%30%35%2015201620172018201920202021777724.3%23.0%/%22.0219.50.0%巴南東港兩江空港兩江龍盛沙坪壩渝北九龍坡江津40.319.929.4%48.3522.037.2%25.5820.045.0%32.6219.810.4%79.7923.023.0 %23.2730.00.0%

26、145.0423.124.3%江津78782022-202324240,116230,38829,90040,0002022-20232022-2023 - 50,000 100,000 150,000 200,000 250,000 300,000 350,00020222023東港兩江空港兩江龍盛沙坪壩兩江龍盛兩江空港巴南東港沙坪壩79791-279808081812020202110 2021GDP27,894.028.3% 202126,745.95004565003.73%83.16TMT0.8129.84% 202221.72%582.400.4510.41%20252101001.7%22.1/5.724.0%8282/Ivy.J 2022