2023中国物流业租户调查

REPORT CBRE 2023 CERE CHINARESEARCH November2023 ChinaLogistics OccupierSurvey CreatingResilience CreeinaPesilierce 2v23cr'n_clstcsOouplerSurve: SocialandGovornancc(EsG)goals.Atotalof56rasponsoswcrcrcccivcd. Qutlookremainsupbeatbut xpansionsettomoderateover nextthreeyears Flighttocore ChallengesandSolutions Greeninfrastructureandpower • Fullwi'ts:Iie:s'nhlilirignlnnli-an:d:i: hast:o:gurtopickur,70%ofr5pondonts expecttheirbusinesstoimproveoverthe 82%ofrcspandentsintendtocipandtheir footprlntIntler1cltyclusters,e3ubst*tis 9%0gtcalatlon7%),andpolltlea buildingtecrrecgsandssvicssneedeto rereus:ronthepruvioussurvvy'g55%,Tie-1 andsupplychainisuo5(526):tkay cc:leret:greenrun:fortion,ronderts R:N::rurlrnl:;ilinlii:doconomicuncertainty cheengeslheyfareinhetninges's. Wcra:kralle:'c.r.'lyIh:liix'I'r. n:mlroftopsalarpawer(45%)andelection • • • ci-ytl.slersfenr.eloplayakeyreleas nextthreeyeara.v:hile2=%ofresp=1cents niiprhrirtuir:prsiyrilicarlly Some59%ofraspondentsIntendtoIncrease • cve'sMallerctles theirwarehousespacelnthenextthrggyears • Thesurveyunccvegdnoablecterenesi- • =gsticshubsforccnsunrstis",manufacturing. rimlri1:d:,rimlr:rllimrc:i1:ig''I'cinlnlviarliy: t:yiccl'rentnNlogisticsfacility Yehiclecharglng8tations(44%)9prloritle8. Athoughmorethan90%ofrespondcnts Etane'sesplert=resccndteth=sech=le1ges • portfollos,rentalterms,slta9electlonand IndleatedanInterastIngreanwarehouse certifleation,I'lostoccupiersarestillvccJrzyinn ExecutiveSummary CBRE's2o23ChinaLogisticsOccupierSurveynskedaccupiersarangeofquestionscovering issuessuchasfutureportfolioplanning;operationalchallengesandsolutions;andEnvircnmental, %:rasmlIinndirsf:heir upieis'Inf.alinalpffepes.C-mrr.e olrlf"rralalivyenv'rsrmlallyi.~fenl buildings.Onlym1%ofrespondent9saldthat wareho.saspacs3ymrcre=1an0cve-theandThird-PartyLogistics(3F_s)clatforns rrxtthrtxv:rs*I'redth:38%whustterd+'t:tI'erIrityelu.orude.tothe-Ies?mostofthoirbuildingshadgrpencortification. 1elrrtit*toccintheprevloussurvey consumptlonmerket.whiranufscturer3 conduc.edin2021. aturallvprefertsrIlitiescJetctgirstatusas Tignufeluringtrisfe. CR *:2323CDR=,NC. 01 Marketsentiment Moodremainsupbeat butspacedemand moderates Mostrespondentsconfident aboutbusinessoutlookfor nextthreeyears Figure1.whatareyourexpectationsforbusinessperformanceaftertherelaxationofanti- pandemlcrestrictlonsandoverthenextthreeyears? =Im*sweslgniflcantly Imprevemoderately RemsnJnchsnged Detsisra'enioderatsly Detsr'"atesiriniicantly Overnextthrs2vears 25% 45% Aftsrrelaxationotentipendemicmeesurgs 11% 52元 0%10%29%30%%0%80%100% Soulce:2023ChinLo:lstiesOccupler≤urvsv,CBREReseerch,ovem2er2023. Followingtheliftingofunti-andcrmic'ostrictionsinDccemser2o22,china'soconom hasgainudnomernturn.OverBo%u'ruspunderitsstaledthattheirLusinusshadinprcved sincethebeginningo'thisyear,while11%observed=sigriicantupturn. Netalbsorptanofmcclernwarehausespaceincreasedby27%y-o-yinH12023alongwiththelmprovingconcmv.F-commercealatfcrmsandif1antiruedtrexpand, aceounlinglot7G%o'nowleasosinH12023.Ircontrasl,asoxpell-olionLodscclorssuchdsrranufacturingancccntractlogistisweareaffectedbyshrinkingforeig'de'rid"dresultingfromhigninte'estr=tescverse=e,man_facture'sandcontractlogistics companiesremainedconservaiveanclccntnuedtsreininexpansan. D3socont%assumpticrsthattCx>vID19ndcmiIsnowovorancthatthcU.s Fode"alRescrvowillslarlLoculinleres.lalesin2024,survoype1Licipanilsholcaposilivo outlcokforthgnexttrreeyears.70%ofrespondents8xpgctcheirbusinessteirnprcve,while25%expecttheirbusiresstoimprovesign'ficatly.ccnparedtol1intheprevious surveycond.ntedin2021. Cree.inaPesilierce 2v23cr'n_clstcsOouplerSurve: CE *:2323CDR=,NC. *:2323CDR=,NC. +2023 +2021 35.7% 28.13 21.7X 25.8% 25.0% 21.4% 59% Ofrespondentsplanto increasetheirwarehouse 10.7% spaceoverthenextthree 10.% 3.0% 3.1% years .m tho Upyrte thar1c%s Jeuludn 102 Dwnyleaa tha*1c% , Ih11C% SoulCe:2023ChinzLugisti=sOccLzie1SLes,C3Resesrcl,Novenber2022. CreeinaPesilierce 2v23cr'n_clstcsOouplerSurve: Mostrespondents plantoincreasetheir logisticsrealestate footprint Al'gningwiththeoptirniscicbusinesscutlook,justcwrer"=lf,or 5g%,ofrespondentsplantoincreasetheirlogisticstootprint overthenextthreeyears.However,expsnsicneryclemsndhas Modcratexlsincc20/21.Theprewioussurvevfaur<lthst35%,of fospondcnlsinlcrdLoincroescLheirlogislicsspecobvmorc than30%,iththeprcportiontalingto11%schisyear. SPLsweremostuabeat,with4%cfthiscohortstatingtheirintenticatoaddtrtheirfantrrintcverthenextthreeyears.Scmc27%of3PLs[>lantoIncrcasethclrvachousespaol "i01cLhan30% M=nutactu'ersrem=inedccnservativedutothecontractionotforeigndenand.Somes%ofmanufacurersexpecttomakens c.hancetn:heirlagisticsrealeststefantrrintint.herexttrree vesrs,while4s%wiTincrasetnoirspaco. C 02 Cityselection Flighttocore CreeinaPesilierce 2v23cr'n3_clstcsOouplerSurve: OccupiersfocusontierI cityclustersaswindowof opportun