仲量聯行：2024年三季度中國非保稅高標物流地產市場概覽報告-秋意漸涼 寒意漸濃?（25頁）.pdf

1、202401220242024+4.6%+4.8%23Q323Q1-Q3217,168205,245241,503248,348251,046264,35632019-2024GDP217,168 205,245 249,200 271,509 284,423 296,299 241,503 248,348 282,849 293,920 308,293 320,537 251,046 264,356 291,288 309,271 319,976 332,910 276,798 295,619 325,899 335,508 347,890 201920202021202220232024:

2、20242.42024GDP+2.4pp49.9%4:2010-2024GDP-20%0%20%40%60%80%100%120%2010201120122013201420152016201720182019202020212022202320242019-2024:20242024+3.4%23Q1-Q35+2.7%23Q3201920202021202220232024-30%-20%-10%0%10%20%30%40%024681012142019Q12019Q22019Q32019Q42020Q12020Q22020Q32020Q42021Q12021Q22021Q32021Q420

3、22Q12022Q22022Q32022Q42023Q12023Q22023Q32023Q42024Q12024Q22024Q32019-2024:20242024+5.2%+5.6%23Q1-Q323Q1-Q36/-10%-5%0%5%10%15%20%25%02,0004,0006,0008,00010,00012,00014,0002019Q12019Q22019Q32019Q42020Q12020Q22020Q32020Q42021Q12021Q22021Q32021Q42022Q12022Q22022Q32022Q42023Q12023Q22023Q32023Q42024Q12024

4、Q22024Q32019202020212022202320242019-20249:CEIC2024920246202492019-0.5-39.4720192020202120222023202402040608010012014036912369123691236912369123692014-2024:20242024+7.9%25.7%23Q1-Q323Q1-Q380%5%10%15%20%25%30%0246810121412.2512.159.649.9912.1612.122019-2024:202420249PMI+5.4%49.8%23Q1-Q398.06 7.24 9.2

5、4 10.62 10.61 10.98 9.59 9.75 11.43 12.25 12.15 12.67 9.64 9.99 11.35 12.16 12.12 12.48 10.77 11.37 13.06 13.26 13.37 2019202020212022202320242010-2024GDPGDP:2024GDP2024+9.4%23Q1-Q31026.4%10%15%20%25%30%35%2016-2024:20242024+5.3%23Q1-Q31149,043-5%0%5%10%15%20%25%0510152025303540452016201720182019202

6、02021202220232024Q1-Q32023()2023()2022-2023()2022-2023(%)2022-2023()2022-2023(%)122,487 955 775 985 558 970 750 1,252 539 1,296 1,883 1,779 962 1,049 607 446 482 413 2,186 1,364 548 910 2,140 3,191 296 18,516 8,201 4,215 5,271 2,513 5,213 3,568 7,671 2,820 9,583 11,013 10,486 3,734 4,408 2,145 1,644

7、 1,348 1,181 14,463 3,822 1,504 1,634 10,002 15,130 645 4.675.890.6522.735.948.210.5611.807.663.644.967.266.614.633.836.120.040.800.690.73-3.15-4.936.35-6.82-2.0312.6%4.7%6.5%5%7.3%6.5%6.9%5.2%9.1%6.4%6.7%7.8%3.7%3.4%4.9%3%2.8%5.5%4.8%7%6.7%8.5%10%8.6%0.9%:0213:2023Top10Top2056.9%74.8%140%5%10%15%20

8、%25%2024505015:35.4%12.3%11.6%10.1%9.8%4.1%3.5%3.4%3.4%2.2%1.6%1.1%0.9%0.7%0%5%10%15%20%25%30%35%40%2021-202450502024502024501.01/1624Q224Q279.2%:50/5050%55%60%65%70%75%80%85%90%95%100%0.900.951.001.051.102021Q4 2022Q1 2022Q2 2022Q3 2022Q4 2023Q1 2023Q2 2023Q3 2023Q4 2024Q1 2024Q2 2024Q350/50:70%“20

9、245080%95%1775%1.311.311.401.3794.9%94.1%2024Q22024Q32024Q22024Q32024Q22024Q3%1.191.181.061.0877.5%75.8%2024Q22024Q32024Q22024Q32024Q22024Q3%1.091.050.78 0.6768.2%68.5%2024Q22024Q32024Q22024Q32024Q22024Q3%0.780.760.700.6382.1%85.1%2024Q22024Q32024Q22024Q32024Q22024Q3:18/0.00.40.71.11.41.82.150%55%60

10、%65%70%75%80%85%90%95%100%:192024Q32024Q3-4%-2%0%2%4%-10-5051010-10-12%:2011.92 0-1.5%21.61 0-0.8%31.57 0-2.4%41.50 01.1%51.39 0-1.6%61.28 0-1.9%71.28 11.0%81.27 1-1.6%91.230-1.0%101.20 00.0%111.18 0-1.3%121.12 00.7%131.08 0-1.0%141.06 20.1%151.05 41.4%161.04 1-2.4%171.02 3-4.8%181.02 0-1.6%190.98 2

11、-6.1%200.98 1-1.8%210.97 1-4.6%220.95 0-3.9%230.95 0-2.7%240.95 0-0.5%250.89 1-4.5%260.89 1-3.3%270.89 2-0.8%280.84 3-9.3%290.83 3-5.3%300.83 4-2.8%310.82 3-8.9%320.82 3-3.1%330.81 2-8.2%340.79 1-9.2%350.79 1-4.2%360.78 6-11.6%370.77 1-4.2%380.77 2-3.1%390.76 2-1.7%400.75 3-9.0%410.74 1-3.6%420.72 3

12、-10.8%430.72 22.0%440.69 0-3.9%450.68 2-8.6%460.61 11.0%470.57 1-2.3%480.53 2-15.0%490.51 0-4.7%500.49 0-6.5%2024Q3:21198.1%2-0.6 297.7%20.6 395.9%2-3.9 495.4%66.4 595.3%3-3.9 694.7%1-1.1 794.1%1-0.6 892.5%44.1 990.9%1-1.2 1090.7%1-0.21189.1%4-5.41288.8%10.01388.2%11.71488.0%33.81586.6%63.91686.0%32

13、.61783.4%4-4.51883.2%40.5 1982.7%3-2.4 2081.3%0-2.1 2181.2%2-1.0 2281.1%126.1 2380.9%52.0 2480.7%0-1.2 2580.6%10-5.5 2679.9%0-1.2 2779.6%31.7 2879.6%10-4.2 2979.1%4-2.3 3077.7%104.2 3177.3%4-2.7 3277.2%3-1.5 3375.2%2-1.7 3474.9%105.0 3574.8%3-0.4 3674.4%30.7 3774.0%1-0.4 3873.6%3-1.0 3973.2%40.3 407

14、3.0%2-1.1 4172.2%1-1.0 4271.8%1-1.7 4370.0%30.9 4467.5%7-7.0 4565.7%12-9.3 4665.0%1-3.4 4764.1%2-5.4 4862.1%0-0.2 4962.0%00.5 5050.0%0-1.0 2024Q322:20248420%4498,0002.792N/A2024233495,21520.06.00%-6.50%202311ESR55331,40023.0ESR5.00%-5.50%20231044219,1199.46.00%20233N/A450,00023.06.00%+2023290%175,00

15、05.1N/A20227ESR9873,00049.0ESRGIC/ESR5.30%-5.80%20226SC Capital-3210,7708.5SC Capital5.30%20225-6531,00022.9NWS5.50%-6.00%20225-3192,1449.55.10%-5.50%031 12024GDP4.6%GDP60%50%2 24 42023202420245075%70%7218 23 2 3 7 3 242024238100026+86 10 5922 130031129610021+86 28 6680 5000+86 28 6680 5096188454000

16、10+86 23 6370 8588+86 23 6370 859862801-03510623+86 20 2338 8088+86 20 2338 8118228T2802310000+86 571 8196 5988+86 571 8196 5966182,201210018+86 25 8966 0660+86 25 8966 066361A2308266071+86 532 8446 8816+86 532 8579 580128822200041+86 21 6393 3333+86 21 6393 308061A21110013+86 24 3195 8555119518048+

17、86 755 8826 6608+86 755 2263 896618923408300051+86 22 5901 19996883908-09430030+86 27 5959 2100+86 27 5959 2155642202-03710065+86 29 8932 9800+86 29 8932 98019797+852 2846 5000+852 2845 .hk5A16H+853 2871 8822+853 2871 .mo5710120111049+886 2 8758 9898+886 2 8758 .tw200JLL500202320880108,000202430“”“”JLL