2024年上半年中国零售地产市场报告

2024 8 2024 2 2024 ©2023 01 3 02 19 03 33 04 39 05 43 2024 2024 ABC A B C 66.6% 48.2% 39.7% 45.8% 35.8% 27.5% 21.4% 9.0% 12.3% -16.2% -9.8% -11.9% -30.6% -25.0% -26.9% 100% 80% 60% 40% 20% 0% -20% 2020 2021 2022 2023 2020 2021 2022 2023 2020 2021 2022 2023 -40% iFind 2024 2024 2024 02004006008001,0001,200 A B C 2024 8 142.2% 13.5 12.7 12.6 8.6 9.1 21.0% 7.0 10.2% 6.9% 5.9% 5.2 -36.6% -42.7% 15150%40 12100% 30 950% 20 60% 10 3-50% 150% 38.5 36.6 33.7 130.4% 26.1 22.0 21.0 16.7 18.5% 9.4% 8.4% 18.4% -39.8% -35.9% 100% 50% 0% 0 201820192020202120222023 2024 2024 -100% 0 2018201920202021 2022 20232024 2024 -50% 43.8% 35.1% 26.3% 30.0% 25.8% 15.9% 15.8% 17.1% 12.4%13.8% 12.5% 8.9% 8.4% 9.2% 3.9% 6.5% 3.2% 5.1% 3.0% 0.5%-0.1% 16.1% 9.1%10.5% 6.9% 3.7% 4.4%5.0%5.4% 2.9%1.7% 4.6%6.5%8.0%.8% 4 -2.1% -1.5%-1.7% -5.6% 1.0% 4.6%2.7%2.0%3.6%.5% 1 -5.0%-4.0% -9.7% -8.1% -8.4% -14.1% -16.4% -21.1% -22.7% 14% 12% 10% 8% 6% 4% 2% 0% -2% -4% -6% 12.5% 8.0% 7.2% 5.5% 4.7%4.1% 4.1% 3.7% -0.2% -3.9% 50% 40% 30% 20% 10% 0% -10% -20% 2019 2020 2021 2022 2023 2024 1-2 2024 1-3 2024 1-4 2024 1-5 2024 1-6 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 1-2 3 4 5 6 2023 2024 -30% 010203040506070809101112010203040506070809101112010203040506070809101112010203040506070809101112010203040506070809101112010203040506 201920202021202220232024 49,00040% 42,00030% 35,00020% 28,000 21,000 10% 0% 14,000-10% 7,000-20% 0-30% 12 1-2 20248 2024 % 20241-620241-6 % 20241-3 % 20231-12 22,962 12,026 10,353 7,098 4,487 3,923 3,692 3,534 3,055 2,168 1,838 1,725 1,564 782 721 668 -1.1 4.1 9.6 1.3 3.1 2.3 11.3 4.4 10.0 1.0 -5.8 0.2 5.6 -1.2 2.6 11.2 3.8 4.5 9.6 2.5 5.8 0.7 13.2 3.3 12.5 3.4 -8.0 4.5 6.5 2.4 3.0 14.2 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 8 2024 2024 A BC 02,0004,0006,0008,00010,000 2024 -2.3% 7.4% -0.3% 4.9% -2.1% 3.4% 5.6% 4.1% 3.5% 3.4% 5.6% -2.3% 2.2% 4.7% 3.9% 7.4% 5.2% 2.5% 2.9% 0.8% 0.0% 2.2% 1.0% 20 120% 100% 18 100% 90% 16 80.2% 80% 80% 56.5% 34.7% 3.2% 16.5% 13.1% 10.6% -6.6% -6.4% 51.6% -66.3% - .4% -12 .0%5.9% 14 12 10 8 6 4 2 0 2018201920202021 2022 20232024H1 60% 40% 20% 0% -20% -40% -60% -80% 70% 60% 50% 40% 30% 20% 10% 2019Q1 Q2Q3Q4 2020Q1 Q2Q3Q4 2021Q1 Q2Q3Q4 2022Q1 Q2Q3Q4 2023Q1 Q2Q3Q4 2024Q1 0% 1.5% 1.3% 1.0% 2023 0.8% 0.7% 0.5% 0.5% 0.4% 0.4% 0.3% 0.2% 0.1% 0.1% 0.1% 0.0% 0.0% 20231-2 3 4 5 6 7 8 9 10 11 12 20241-2 3 4 5 6 1.6% 1.4% 1.2% 1.0% 0.8% 0.6% 0.4% 0.2% 0.0% -0.2% 66.0% 83.2% 77.2% 82.5% 73.7% 65.7% 55.4% 56.3% 69.0% 55.9% 64.0% 66.6% 57.6% 58.6% 58.3% 60.5% 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 2024 2024 -20% 40% 30% 20% 10% 0% -10% -20% -30% 2024 13|© 20201-2 2024 3 4 5 . 6 7 8 9 10 11 12 20211-2 3 4 5 6 7 8 9 10 11 12 20221-2 3 4 5 6 7 8 9 10 11 12 20231-2 3 4 5 6 7 8 9 10 11 12 20241-2 3 4 20248 5 6 160,000 140,000 120,000 100,000 35% 24.5% 27.2% 27.6% 23.6% 25.3% 20.7% 14.1% 11.0% 16.5% 9.8% 4.0% -0.8% 30% 25% 20% 36% 30% 24% 18% 30.9% 19.8% 32.7% 17.8% 16.1% 17.8% 80,000 60,000 15% 10% 12% 6% 15.4% 12.5% 10.0% 8.3% 5.7% 11.2% 10.8%7.0% 7.1%7.8% 40,000 20,000 0 5% 0% -5% 0% -6% -12% -18% 3.5% -15.1% 8 201920202021202220232024 2024 618 * 618618 20232024 -10%-8%-6%-4%-2%0%2%4%6%8%10%12%14%16%18% 2024 2023 8,00020% 7,00015% 6,00010% 5,000 4,000 3,000 5% 0% -5% 2,000-10% 1,000-15% 0-20% 0255075100125150175200225250275300325350 * 2024 8 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 2024 -15% 28.2%29.8%29.8% 30.2%30.5%31.0% 24.0% 23.4%23.4%22.7% 24.6% 22.1% 13.0% 13.3%13.1%13.6% 13.0% 13.4% 11.7%10.8%10.8% 9.6% 10.1%9.9% 8.8% 8.7%8.6% 8.8%9.2% 9.3% 6.2% 5.8% 5.9%5.6% 5.5% 6.1% 5.9% 5.9%5.9% 5.8% 5.7%5.4% 2.2.2% 2.4% 4%2.4% 2.6% 2.9% 35% 30% 25% 20% 15% 10% 5% 0% 2021 20192020202220232024 2019 2020 2021 2022 2023 2024 2019 2020 2021 2022 2023 2024 2019 2020 2021 2022 2023 2024 2019 2020 2021 2022 2023 2024 2019 2020 2021 2022 2023 2024 2019 2020 2021 2022 2023 2024 2019 2020 2021 2022 2023 2024 2019 2020 2021 2022 2023 2024 2019 2020 2021 2022 2023 2024 80% 60% 40% 20% 0% -20% -40% 20248 2024 18|© 2024 . 2024 211,600+1.44 4 A GDP 10 6 B AC 1.511 BC 143,641,000 2,856,000 -0.7% 10.3% -0.3 A 44,842,000 1,015,000 -0.0% 7.1% -0.3 B 48,874,000 1,437,000 -1.0% 10.8% -0.4 C 49,924,000 484,000 -1.1% 12.6% -0.2 20248 2023 2023 2024 A 16,437,000 15,531,000 90,000 768,000 -1.8% 2.9% 11.1% 5.6% 0.1 -0.6 5,462,000 116,000 -1.4% 5.0% -0.5 7,412,00041,000-1.1%2.8%-0.2 B 11,961,000 9,259,000 489,000 412,000 -0.9% -0.7% 11.3% 13.2% -0.9 0.2 6,385,000 126,000 -1.5% 4.1% 0.5 5,830,000 0 -1.4% 10.9% 0.4 6,346,00065,000-0.7%8.9%-0.8 9,094,000345,000-1.1%13.9%-1.4 C 7,395,000215,000-0.9%11.4%0.16,988,0000-1.0%18.0%-0.45,808,0000-1.8%8.1%-0.75,045,00050,000-0.7%10.8%0.34,572,0001