2023年中国零售地产市场报告

2023 2 2024 2 2023 ©2023 01 3 02 20 03 33 04 39 05 44 2023 2019 142.2% 13.5 12.7 12.6 11.5 8.6 9.1 12.9% 10.2% 6.9% 5.9% 5.2 -36.6% -42.7% 38.5 36.6 33.7 30.8 130.4% 26.1 22.0 16.7 18.5% 9.6% 9.4% 8.4% -39.8% -35.9% 15150%40150% 12100% 30 950% 20 60% 10 3-50% 100% 50% 0% 0 2017201820192020202120222023 -100% 0 2017201820192020202120222023 -50% 1,000 900 ABC 2023 ABC +48.1% 800 700 600 500 +55.3% 400+29.9% 300 200 100 0 20192020202120222023 02004006008001,0001,200 A B 20232019 2019-2023 57,250.9 28.822,286.332.529,190.725.320,444.0 48.9 49,100.0 706050 60.1 4030 2010 0 2019 0%20%40%60%80%100% 774.1 38.9% 47.9% 899.3 51.0% 54.0% 953.3 2020 2022 808.1 35.6% 42.1% 2023 1004.1 81.4% 85.8% 元 2021 亿元 70,000 60,000 50,000 40,000 30,000 20,000 10,0000 02505007501,0001,250 2019 2019 2019 2019 140% 119.1% 112.8% 119.0% 109.4% 94.5% 103.2%98.7% 104.1% 87.2% 86.8% 88.6% 79.0% 83.4%100.7% 75.3% 77.0% 70.1% 78.6% 74.8% 73.9% 68.0% 72.6% 94.9% 101.5%105.6%107.7% 66.8% 60.7% 53.5% 50.9%69.9% 73.1% 58.6% 56.7% 59.9% 65.6%60.7% 42.8% 31.6% 56.3% 44.0% 39.2% 44.2% 50.6% 36.7% 31.2% 35.1% 19.3% 120% 100% 80% 60% 40% 20% 0% 2019 2019 30120% 25100% 2080% 1560% 1040% 520% 00% -5 2017201820192020202120222023 -20% 66.0% 83.2% 77.2% 82.5% 65.7% 55.4% 56.3% 69.0% 55.9% 64.0% 66.6% 57.6% 58.6% 58.3% 44.0% 47.4% 50.2% 32.8% -6.8% 100% 80% 60% 40% 20% 0% 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2023 2023 2023 -20% 2023 2023 14% 12.5% 12% 10% 8% 7.2% 6% 4% 2% 0% -0.2% -2% -4% -3.9% 2020 2021 2022 2023 50% 40% 30% 20% 43.8% 26.3% 15.9% 35.1% 15.8% 17.1% 30.0% 25.8% 10% 8.9% 3.9%3.2% 8.4% 3.0% 9.2% 9.1% 10.5% 16.1% 12.4%13.8% 3.7% 0%6.5% 5.1% 0.5% -0.1% 2.9% 1.7% 4.6%6.5%8.0%4.8% -10% -20% -16.4% -2.1% -9.7% -5.0% -1.5% -4.0% -21.1% -1.7% -8.1% -5.6% -8.4% -14.1% 1.0% -6% 2 2022 1-2 3 4 5 6 7 8 9 10 11 12 1-2 3 4 5 6 7 8 9 10 11 12 2023 -30% -22.7% 2024 2.9% 12.6% 4.8% 9.0% 7.0% 8.8% 7.3% 7.7% 3.7% 4.7% 12.6% 10.0% 8.6% 6.9% 8.6% 6.4% 6.2% 5.2% 6.5% 5.5% 2.9% 6.7% 7.8% 20232023 A BC 05,00010,00015,00020,000 20242 2023 010203040506070809101112010203040506070809101112010203040506070809101112010203040506070809101112010203040506070809101112 20192020202120222023 49,00040% 42,00030% 35,00020% 28,000 21,000 10% 0% 14,000-10% 7,000-20% 0-30% 12 1-2 20242 1-6 % 1-3 2023 20231-12 20231-12 % 1-9 % 2023 2023 2023 48,614 23,219 18,887 14,095 8,719 7,576 6,814 6,710 5,507 4,142 4,126 3,310 2,991 1,569 1,516 1,186 5.9 6.6 5.2 12.9 0.5 2.7 7.0 5.1 10.6 5.1 -6.1 13.3 3.2 -7.8 2.8 11.2 4.6 6.5 5.3 10.6 -0.6 3.5 3.9 8.7 9.8 6.8 -6.8 12.2 2.0 -7.9 3.1 8.3 6.8 7.5 4.8 12.8 1.0 5.0 4.1 11.1 8.6 8.6 -3.9 17.5 1.0 -6.7 3.8 10.5 -2.3 10.3 7.5 9.0 -1.7 5.1 -5.1 16.5 6.8 5.9 -1.4 13.6 1.8 -2.4 4.6 5.8 20242 40% 30% 20% 10% 0% -10% -20% -30% 2023 14|© 2024 20197 20198 20199 201910 201911 201912 20201-2 20203 20204 20205 20206 20207 20208 20209 202010 202011 202012 20211-2 20213 20214 20215 20216 20217 20218 20219 202110 202111 202112 20221-2 20223 20224 20225 20226 20227 20228 20229 202210 202211 202212 20231-2 20233 20234 20235 20236 20237 20238 20239 202310 20242 202311 202312 W 160,000 140,000 120,000 100,000 35% 30% 25% 20% 36% 30% 24% 18% 12% 30.9% 19.8% 15.4% 32.7% 10.0% 17.8%16.1% 12.5% 11.2% 80,000 15% 6% 8.3% 5.7% 10.8% 7.1% 60,000 40,000 20,000 0 2019 20202021 2022 2023 10% 24.5% 27.2% 27.6% 23.6% 20.7% 14.1% 16.5% 11.0% 4.0% -0.8% 5% 0% -5% 0% -6% -12% -18% 3.5% -15.1% 20192020202120222023 11 11 20222023 0%2%4%6%8%10%12%14%16% 12,00030% 10,00025% 8,000 6,000 4,000 20% 15% 10% 2,0005% 0 2020 2021 2022 0% 2023 02505007501,0001,2501,5001,7502,000 2022 2023 2023 2022 亿元 42,00020% 36,00015% 30,00010% 24,0005% 18,0000% 12,000-5% 6,000-10% 0 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 -15% 2019-2023 35% 30.2% 30.5%29.8% 30% 28.2% 29.8% 24.6% 24.0% 25% 23.4%23.4% 22.7% 20% 15% 13.3% 13.103%.6% 13.0%13.1% 11.7% 10.8% 10.8% 10% 9.6% 10.1% 8.7% 8.6% 8.8% 8.8% 9.2% 6.2%5.8% 5.5% 5.9% 5.8% 5.9%5.6% 5% 5.9%5.9% 5.7% 2.2% 2.4% 0% 20192020202120222023 2.4% 2.4% 2.6% 80% 60% 40% 20% 0% -20% -40% 2023 19|© 2018 2019 2024 2020 2021 2022 2023 2018 2019 2020 2021 2022 2023 2018 2019 2020 2021 2022 2023 2018 2019 2020 2021 2022 2023 2018 2019 2020 2021 2022 2023 2018 2019 2020 2021 2022 2023 2018 2019 2020 2021 2022 2023 2018 2019 2020 2021 2022 2023 2018 2019 2020 2021 20242 2022 2023 2023 211,600+1.42 4 A GDP 10 6 B AC 1.511 BC 141,889,000 7,914,000 -1.0% 10.5% -0.7 A 44,657,000 2,559,000 -0.2% 7.4% -1.6 B 47,954,000 2,317,000 -1.3% 11.2% +0.1 C 49,277,000 3,038,000 -1.4% 12.6% -0.6 20242 2 2023 A 16,550,000 15,023,000 649,000 1,152,000 -2.5% 1.8% 11.0% 6.2% -1.3 -2.6 5,601,000 472,000 0.5% 5.5% -1.5 7,483,000286,0000.2%3.0%-0.0 11,644,000 8,884,000 473,000 372,000 -1.1% -1.4% 12.3% 15.2% -0.0 -0.9 6,409,000 235,000 -0.9% 3.6% -0.5 5,890,000 394,000 -1.9% 10.5% +0.1 6,281,0