戴德梁行：2022年Q1成都商業地產市場回顧（35頁）.pdf

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1、202220224AGENDA/CONTENTSUrban DevelopmentGrade-A Office MarketRetail Property MarketContents01Urban Development44Cushman & Wakefield |202119,916.988.6%2021GDP20211210.0%9,251.814%8,22214.8%52,633 8.3%0.0%2.0%4.0%6.0%8.0%10.0%12.0%14.0%10,00020,00030,00040,00050,00055Cushman & Wakefield |2020GDP20212

2、0225.5%202220223202266Cushman & Wakefield |2025GDP12%”202520353100-3400508030133877Cushman & Wakefield |2015+”88Cushman & Wakefield |”202599Cushman & Wakefield |2025”2025300302.530%GDP+60 3 +1010Cushman & Wakefield |202219412,241.31,060.11942561303813,04002727,39331701161,23804041111Cushman & Wakefi

3、eld |820252025202520351212Cushman & Wakefield |810-10920181005005052020-2028ATIA942 TierIII+10IDC)3G1313Cushman & Wakefield |2022160220221,835160401.35.725,4025G.18415133206307505G.0102040302Grade-A Office Market1515Cushman & Wakefield |20211.21%243/1.32%99/1.06%112.04/ - 50 100 150 200 250 300 3503

4、38 248 210 177 134 127 112 106 103 95 91 90 89 88 83 70 202120211.21%243/1.32%99/202120211.06%112.04/243/99/+ 1.21%-1.32%1616Cushman & Wakefield |20222,703,5560.613.4%0.1%111.9/0.1%111.9/0.613.4%20222,703,556111.9 /0.1%13.4%0.6-16,52002,703,5562021121620223151717Cushman & Wakefield |2007200920102016

5、050,000100,000150,000200,000250,000300,000Q1 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 Q3 Q4 Q1 Q2 Q3 Q4 Q120072008200920102011201220132014201520162017201820192020202120220%10%20%30%4

6、0%50%60%70%020406080100120140160Q1 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 Q4 Q12007200820092010201120122013201420152016201720182019202020212022/1818Cushman & Wakefie

7、ld |26.62102.9513.99%-1,450059.79110.5628.39%3,689061.98122.939.68%-1,221075.50114.316.43%-16,324038.27105.247.42%2,94708.2074.1523.46%-4,1600/%2021121620223151919Cushman & Wakefield |TMT37%34%17%20,00012,0005,000-21,500swatchIFS1,0002022TMT/2022TMT34%37%17%2021121620223152020Cushman & Wakefield |-T

8、MT 2021 TMT 56%22%29% 38%27%TMT 20202,0004,0006,0008,00010,00012,00014,00016,0002021TMT20202025GDP7.8%10%12.7%8.161414.3%14.7%45%6.0611.76178.9%37.21464.7%2121Cushman & Wakefield |202250,000211,110659,320272,330564,860215,400229,0000500,0001,000,0002022202320242025631,590501,153593,700607,4102022-20

9、252022-20252222Cushman & Wakefield |20223223TOP 1TMTTOP2TOP3TOP4TOP503Retail Property Market2525Cushman & Wakefield |7,271,3231.3%620.9/1.3%620.9/620.9 /1.3%0.77.7%7.7%0.7-33,86353,00053,0007,271,3237,271,3232021121620223152626Cushman & Wakefield |2014IFS0100,000200,000300,000400,000500,000600,00070

10、0,000800,000Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q120102011201220132014201520162017201820192020202120220%5%10%15%20%25%300350400450500550600650700750800Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q

11、1Q2Q3Q4Q12010201120122013201420152016201720182019202020212022/2727Cushman & Wakefield |0.539.56%47.22300-1,2001.68%0126.90400-2,0009.56%082.07300-60010.38%0111.04300-1,0005.18%046.60280-4807.53%53,000/%2021121620223152828Cushman & Wakefield |202120212021TOP202021IFS100*-春鹽商圈春鹽商圈35%交子商圈交子商圈15%2021TOP

12、20189,623261,9443IFS48,077435,484534,286622,523722,000818,375917,5001017,1671115,9181215,0001313,3761413,2491512,8751612,53117in9912,0881812,0831912,0452011,8381IFS100*295*355422.35in9922622721820.69201019.3511SM18.51217.51317.514161515.61614.71714.518131912.32201235%15%2929Cushman & Wakefield |-202

13、12021202180178801WineappMADHOUSE By Group Stuidost226121218Chrome Hearts1223030Cushman & Wakefield |2022SKPICDICD220200,000400,000600,000800,0002022202320242025713,000340,000690,000129,000218,000 443,000 37,000 167,000 396,000 491,000 120,0002022-20252022-20253131Cushman & Wakefield |Re estIFSGRAFFKOKALIFS32TOP 1TOP2TOP3TOP4TOP5Judy.YT.JIvy.J, 6040050,Daisy.Z