2024亚太区生命科学产业与房地产市场展望

2024 Joneslanglasalle.com.cn 2024 3202419 5 741 843 1044 13 15 16 16 2018 2021 1.49 Actis 7 PGGM Lendlease 2022 10 EMEA RossBallantyne 2025 65 5 2023 2022 12 AUM 345 1 1 900 37 65 GDP45% 800 700 600 500 400 300 200 100 0 2018 2019 2020 40% KPMG 2050 60% 2 65 450 印度 日本 韩国 澳大利亚 400 350 300 250 200 150 100 50 0 2023 2030F 2040F 2050F 19-40 2024 2 10 10 生命科学的 吸引力与日俱增 3 2,000 1,500 1,000 500 0 2010 2011 2012 2013 2014 2022 2015 2016 2021 2017 2018 2019 2020 2021 2022 Q1-323 4 2,000 1,500 1,000 500 0 2010 2011 2012 2023 2013 2014 2015 2016 2017 2023 2018 2019 9 2022 2020 2021 → 2022 Q1-323 5 2500 Thefifthestate.com.au 20229 —— "Geneo" 14 20236 20234 8.75 202310 → 3 R&D 5.0%-6.0% 8.5% 1 5.50%-6.00% 6.10% 40%-50% 4.90%-5.90% 5.50%-6.00% 6.10% 40%-50% 4.90%-5.90% 5.00%-5.50% 4.00% 50%-60% 4.00%-4.50% 5.00%-5.50% 4.00% 50%-60% 4.00%-4.50% 3.25%-3.75% 6.73% 40%-50% -0.23%-0.77% 8.00%-8.50% 8.96% 55%-65% 6.56%-7.81% 8.00%-8.50% 8.96% 55%-65% 6.56%-7.81% 3.75%-4.25% 0.77% 60%-65% 8.22%-9.47% 4.25%-4.75% 6.00% 55%-60% 1.63%-2.88% 8.0% 5.50%-6.00% 4.90% 50%-55% 6.10%-7.10% 2 ● ● ● ● ● ● ● ● ● ● ● ● ● ● 4 ●● ●● ● ● ● ● PPP 2025 2020 6000 2025 1 5 EMEA 2024→ —— 6 10 10 2024→ 20 UoM MBP MonashUniversity 其研究成果被业界高度认可 CSL 2022 7 8 2022 10 2030 “ ” 2 2022 70 9 IPO 2021-2025 → 2024 10 上海 2 2023 6 2018 GDP 2023 2022 90 2023 85.8 100 11 香港 IT IT IT GDP 12 IT HITEC GDP 13 14 15 2023 16 “ ” •• • •“ • RossBallantyne 200 JLL 500 2023 208 803000 joneslanglasalle.com.cn/zh/industries/life-sciences 550 60 /