2024年第四季度报告：长三角城市群非保税高标物流地产市场概览报告

20252 joneslanglasalle.com.cn 2024 01 2 26.7% 16.8% 36.2% 24.3% 2024 GDP 2019-2024 GDP +4.9% 2023 +7.1% 235,952 244,714 276,054 290,288 316,175 331,660 20192020202120222023*2024 GDP 21,383 21,865 24,135 23,756 25,030 28,294 2024Q4 +3.5% 23Q4 2024 +3.2% 2023 18,186 21,692 27,874 27,430 30,975 29,599 25,587 28,048 30,528 29,816 27,946 26,405 28,682 29,364 29,772 29,580 31,524 32,636 201920202021202220232024 32,660 32,948 33,698 31,353 26,119 27,713 28,655 31,223 31,242 32,282 23,980 25,756 28,989 30,460 31,439 24,045 28,708 24,894 2024Q4 +2.3% 23Q4 2024 +3.2% 2023 20,827 18,238 23,310 26,247 26,697 27,806 2019 2020 2021 2022 2023 2024 296,425 291,484 323,499 315,759 305,352 271,794 312,267 244,446 252,256 256,338 274,603 2021 2022 2023 2024 2024Q3 +1.7% 23Q3 2024 +4.1% 23Q1-Q3 312,467 318,752 304,621 321,063 293,441 270,523 284,505 325,231 272,269 285,337 221,902 194,517 20192020 41.3% 41.3% 26.7% 26.7% 137,008(+5.8%) 56,200(+7.0%) 47,662(+4.6%) 50,625(+5.0%) 8,649(+7.4%) 17,964(+4.7%) 53,926(+5.0%) 42,700(+1.3%) 17,940(-3.1%) 90,100(+5.5%) 52,600(+7.4%) 33,900(+4.0%) GDP 8 6 2005-2010 2015-2020 955(+5.89‰) 8,553(+4.3%) 775(+0.65‰) 4,277(+1.5%) 750(+0.56‰) 3,729(+4.5%) 985(+22.73‰) 5,494(+4.2%) 538(+1.64‰) 3,169(+3.9%) 1,252(+11.80‰) 7,884(+2.8%) 1,296(+3.64‰) 1,0044(+4.8%) 2,487(+4.67‰) 17,940(-3.1%) 558(+5.94‰) 2,647(+5.3%) 539(+7.66‰) 3,008(+6.7%) 970(+8.21‰) 5,279(+1.3%) 2023 2024 2023 () [2800,3500) [2100,2800) [1400,2100) [700,1400) [0,700) 2024 () [12000,18000) [9000,12000) [6000,9000) [3000,6000) [0,3000) 02 11 900 “ 2024 600 300 0 2020 2021 2022 2023 2024 1.50 1.30 1.10 0.90 0.70 0.50 20202021202220232024 100% 90% 80% 70% 60% 50% / / : 12 [500.00,1,500.00] [300.00,500.00) [100.00,300.00) [0.00,100.00) 2,975 50.6% [1.50,2.00] [1.20,1.50) [1.00,1.20) 1.17 14/15 [0.00,1.00) [90.0%,100.0%] [80.0%,90.0%) [70.0%,80.0%) +0.2pp 0.2 15 4/15 4 [0.0%,70.0%) 9 ESR9 20249900,00058.0N/A 2024 8 20% 4 4 498,000 2.79 N/A 2024 2 3 3 495,215 20.0 6.00%- 6.50% 2023 11 ESR 5 5 331,400 23.0 ESR 5.00%- 5.50% 2023 10 4 4 219,119 9.4 ~6.00% 2023 3 N/A 450,000 23.0 6.00%+ 2023 2 90% 1 75,000 5.1 N/A ESR 20227 9 873,000 49.0 ESR GIC/ESR 5.30%- 5.80% 20225 - 6 531,000 22.9 NWS 5.50%- 6.00% 6 2022 5 2022 3210,7708.5SCCapital~5.30% SCCapital- - 5.50% 3192,1449.55.10%- : [100.00,500.00] [50.00,100.00) [0.00,50.00) [1.80,2.10][1.50,1.80) [1.20,1.50)[0.00,1.20) [90.0%,100.0%][80.0%,90.0%) [70.0%,80.0%)[0.0%,70.0%) : * [100.00,300.00] [30.00,100.00) [0.00,30.00) [1.50,2.00][1.20,1.50) [1.00,1.20)[0.00,1.00) [90.0%,100.0%][80.0%,90.0%) [70.0%,80.0%)[0.0%,70.0%) : [1.50,2.00] [1.20,1.50) [1.00,1.20) [0.00,1.00) [100.00,300.00] [50.00,100.00) [0.00,50.00) [90.0%,100.0%] [80.0%,90.0%) [70.0%,80.0%) [0.0%,70.0%) : [100.00,200.00] [50.00,100.00) [0.00,50.00) [1.50,2.00][1.20,1.50) [1.00,1.20)[0.00,1.00) [90.0%,100.0%][80.0%,90.0%) [70.0%,80.0%)[0.0%,70.0%) : [100.00,500.00] [50.00,100.00) [0.00,50.00) [1.50,2.00] [1.20,1.50) [90.0%,100.0%] [80.0%,90.0%) [1.00,1.20) [0.00,1.00) [70.0%,80.0%) [0.0%,70.0%) : : 03 22 2024 2% 2024 4.8 15 1•3• 7% • 2024 4.1% 5% • 2024 2024 2023 20232024 1200 2024 400 2•4• • 2024 2024 2023 80% 100 2024 • 23 sigrid.zhou@jll.comhans.han@jll.com ian.xu@ap.jll.com sylvia.lau@jll.comjianping.xiong@jll.com echo.li@jll.com james.liang@jll.com arnold.gao@jll.comwendy.chan@jll.com tracy.song@jll.com 23 8 100026 +861059221300 9 131312 266071 +8653284468816 64 2202-03 710065 +862989329800 31 129 610021 +862866805000 2 T4N 23A08 400011 +862363708588 288 200041 +862163933333 +862163933080 22 979 7 +85228465000 +85228459117 www.jll.com.hk www.jll.com.hk 16H +85328718822 +85328718800 wwww.jll.com.wmow.jll.com.mo 61 A21 110013 +862431958555 11049 +886287589898 +886287589899 688 3908-09 430030 +862759592100 +862759592155 6 1 19 2801-03 518048 510623 +8675528045388 +862023388088 +8675522638966 +862023388118 wwww.jll.com.wtww.jll.com.tw 228 T2802 310000 +8657181965988 +8657181965966 189 2292910 300051 +862223185000 400-000-8250 18 2201 210018 +862589660660 +862589660663