大中华区2024年三季度物业摘要

2024 jll.com 2 03 19 42 20 042143 052244 062345 24 07 25 26 0847 0948 28 29 30 1049 12 50 31 133252 143353 153454 35 1655 36 173756 1838 39 40 • TMT • 1.5 • 65.2 1.5 TMT 22.6% 87.8 35.7 74% 52.1 1.5 19.5% 4.7% 3.1% 2.4% 2.5%1.5 5.4% 1.9% 2.8% • • • 2024 35.3 1-9 GDP 3.3% 49.9% 8 9 6 2024 21 23 226.1 A 34.3% B 1.5 9 21 2024 10.1% 0.1 0.1 B 21 1.0 70-100 • • • 2024 9 10 924 1017 100 4 2024 10.5%1-9 22.4% 6.0 4.1 12.7% 23.9% 50.1 2.7 20241-9 7.0 17.1% 5.919.2% 20 2024 2324 20 19.1% 9 0.5% 0.2 0.7% 0.7% 0.1 1.2% 0.9% 0.9% 2024 2024 8.9% 3.4% 3.1% |2024 • • • 2024 2024 184 50% 43% 186 2024 21% 2024 2023 2022 2 25.4% 34% 2023 2023 2023 2% 11%TOP5 2023 CBD 20222023 2023 15.4 2021 15% 2023 3% 2024 2023 1,058 35% 65% 2023 214 2019 1 2 2023 AIoT2 12012-2023 AIoT 830380 2012 2023 AIoT GenAI NLP 2023 AIoT AIoT 2023 40%AIoT AIoT Plugin GenAI MaaSGenAI 3 NLP GenAI 2023 GDP2.0 753 2024 14,538 13,900 11,93112,463 10% © 2024 10 11 • • • 3.1%14.3% 12 20% 2024 13.6% (YTD) (YTD) -4,964 0 11.9% 267.5 -14.3% YTD CBD 110 100 90 80 70 6050 20% 18% 16% 14% 12% 10% 8% 40 0.2 11.9% 24,694 30 6% 4% 20 10 0 -10 2019 2020 2021 20222023 YTD2024 2% 0% -2% • • 163,856 • 2024 152,460 103,119 5.0% 4.3% (YTD) (YTD) 327,000 523,000 23.4% 187.6 -13.7% YTD 180 150 120 91,161 0.6 16.2% 72,695 0.5 29.6% 90 60 30 0 20192020202120222023YTD2024 30% 25% 20% 15% 10% 5% 0% • • • 2024 11,000 TMT 27,000 2024 105,000 12 100 (YTD) (YTD) 217,000 100,000 19.7% 156.9 -6.7% YTD 100 80 60 500 1.3 19.7% 40 20 2.5% 0 20192020202120222023YTD2024 25% 20% 15% 10% 5% 0% • • • 2024 (YTD) (YTD) 509,000 824,000 26.5% 162.8 -7.1% YTD 210 180 54 26.5% 150 120 90 60 2.4% 12 120 30 0 20192020202120222023YTD2024 35% 30% 25% 20% 15% 10% 5% 0% • • • T2 16.8 1.9 2024 2.8 4.4 (YTD) (YTD) 171,200 211,000 29.9% 75.3 -9.6% YTD 8040% 28.9% 2 75.3/ / 5.4% 6030% 40 20 PMI 0 2019202020212022 2023YTD2024 20% 10% 0% • • • 48% 3,216 。 0.1 28.5% 1.5%72 2.3%78 (YTD) (YTD) 12,734 0 35.7% 78 -5.1% YTD 25 20 900 15 10 5 0 YTD 20192020202120222023YTD2024 50% 40% 30% 20% 10% 0% 0.1 35.7% 8040% 6030% 40 20 0 201920202021 20222023YTD2024 20% 10% 0% • • • 2024 1,550 2.6% 2.8% 103 70 / / / / 7% 60% 15% 1,000 2024 5%-10% 12.6 20%-30% 1.334.1% (YTD) (YTD) 4,000 184,900 34.1% 69.8 -7.7% YTD YTD © 2024 18 • 6.1 • • 2.0%67.9/ / (YTD) (YTD) 59,000 309,000 30.3% 67.9 -7.2% YTD , 6.1 4.8 3.0 1.8 0.1 30.3% 67.9/ / 7.2% 40 30 20 70 35.6% 30% 10 0 -10 20192020202120222023YTD2024 40% 30% 20% 10% 0% -10% • • • TMT 15 371 152 37.2% 0.1 0.1 0.8 1.8% 2.0% 67/ 55/ / / (YTD) (YTD) 4,400 0 37.2% 67.2 -6.8% YTD 25 20 15 10 5 0 20192020202120222023YTD2024 45% 36% 27% 18% 9% 0% 50 • •2024 • 2024 0.8 38.9% 0.6 37.7% 23%10.7 18%3235 78.6 14% 2024 2024 9.4 9917.5 316.4 YTD 40 30 20 10 0 20192020202120222023YTD2024 50% 40% 30% 20% 10% 0% (YTD) (YTD) 48,400 119,000 37.7% 78.6 -10.1% YTD • • • 2024 2.5 25.7% 1.2 0.8 82.8/ / 1.9% 2024 · IGCB ·34 -5.2% (YTD) (YTD) 30,080 0 25.7% 82.8 -4.3% YTD 50 40 30 20 10 0 20192020202120222023YTD2024 50% 40% 30% 20% 10% 0% • • • 23.7% 0.4 28.2%1.7 100.4 1.5% (YTD) (YTD) 122,000 102,000 23.7% 126 -3.7% YTD 60 2024 73,982 26% 17% 2024 6 26 50 40 30 2025 90 IFC 2025 20 10 0 20249 132.2 1.0% 20192020202120222023YTD2024 30% 25% 20% 15% 10% 5% 0% 9520 25724.2% 0.130.0% 1.20.118.5% 0.5 -0.57 -0.36 22.6% 14.0% 1000 2024443 50 • •2024 • 1.9 3.3 2.6 2.0 YTD 40 30 20 10 0 20192020202120222023YTD2024 50% 40% 30% 20% 10% 0% (YTD) (YTD) 84,000 91,000 30.0% 101.5 -5.9% • • • 2024 14.4 145,000 3.9%3.0% 4.1% 14.2 27,915 (YTD) (YTD) 645,900 1,506,000 13.4% 48.2 -8.8% YTD 6 ESG 2024 10% 0-5% 5- 4 2 2024 9 13.6% 12.4% 10.3% 13.4% / 12.2% 0 -2 -4 2024 3.1% 3.8% 20192020202120222023YTD2024 15% 10% 5% 0% -5% -10% • • • 2023 2019Covid 2024 2.2 8.0 2023 39% A 34% 2024 2024 0.3% 5.3% YTD (YTD) (YTD) 36,000 97,000 6.9% 1,349 5.9% 2020% 1515% 6.9% 12.2% 7.6% 2024 2025 10 5 2024 2024 9 0 20192020 2021 2022 2023 YTD2024 10% 5% 0% 27 • • • 2024 2024 163 86,471 2024 2.5% 2.0% (YTD) (YTD) 152,900 316,000 4.8% 764 3.1% YTD 60 40 22 70% 4.8% 0.2 0.3 7.6% 20 0 0.2% 0.4% -20 -40 20192020202120222023YTD2024 15% 10% 5% 0% -5% -10% YTD • • • 2024 34.3 34 70%100% 2024 9.2% 8.0% 13.2% 12.7% 1.3%46.1 2.0%16.3 (YTD) (YTD) -25,900 0 8.0% 1,344 -2.5% YTD 25 20 15 10 5 0 -5 -10 20192020202120222023YTD2024 25% 20% 15% 10% 5% 0% -5% -10% • • • (YTD) (YTD) 104,000 116,000 4.3% 1,210.3 -2.4% 2024 40% 0.9% 1.8% YTD 70 60 50 0.6 5.5% 1 2.8% 40 30 20 10 0 20192020202120222023YTD2024 14% 12% 10% 8% 6% 4% 2% 0% • • • 2024 0.7% 60% 9 10 4 12 7 0.6 2.3% 93 (YTD) (YTD) 470,000 435,000 2.3% 1023.7 -1.1% YTD 100 80 60 40 1.3% 20 0