房地产行业：2023年上半年中国零售地产市场报告

2023 2019 77.2% 20192021 4.5 618 1.37 21 1,600+ 31.2%;68.8% 83.5% /16.5% GDP106 1.511 2023 2023-2025 7 ABC 1/2 •• •• •• 2/2 11/2 12/2 2 3 4 5 6 7 8 •Top350%•Top5••• 9 2023 H&M H&MH&M201920217520223,500 GAP H&MZaraGAPGAP20231 ZARA Inditex2019ZARA131ZARA11920201792023 20237 10 • • 2023202248%7 202220231% 188 2023 2.7%0.5 202321340.9132.0 2023 + 2023421.3 Sissi Lusissi.lu@jll.com Jacky Zhujackyjh.zhu@jll.com JieminWujiemin.wu@jll.com Rebecca Longrebecca.long@jll.com TinaGantina.gan@jll.com Jonathan Wujonathan.wu@jll.com Yang Miyang.mi@jll.com Silvia Zengsilvia.zeng@jll.com Bruce Pangbruce.pang@jll.com Daniel Yaodaniel.yao@jll.com Jacky Zhujackyjh.zhu@jll.com Sissi Lusissi.lu@jll.com Sherril Shengsherril.sheng@jll.com HeraZhanghera.zhang@jll.com Veronica Xuveronica.xu@jll.com WaimanSewaiman.se@jll.com 62801-03510623+86 20 2338 8088+86 20 2338 8118 23B100004+86 10 5922 1300 119518048+86 755 8826 6608+86 755 2263 8966 5710120111049+886 2 8758 9898+886 2 8758 9899www.jll.com.tw 642202-03710065+86 29 8932 9800+86 29 8932 9801 61A2308266071+86 532 8579 5800+86 532 8579 5801 9797+852 2846 5000+852 2845 9117www.jll.com.hk 31129610021+86 28 6680 5000+862866805096 28822200041+86 21 6393 3333+86 21 6393 3080 228T2802310000+86 571 8196 5988+8657181965966 18923408300051+86 22 5901 1999 5A16H+853 2871 8822+853 2871 8800www.jll.com.mo 6883908-09430030+86 27 5959 2100 61A21110013+86 24 3195 8555 18845400010+86 23 6370 8588+86 23 6370 8598 182201210018+86 25 8966 0660+86 25 8966 0663 joneslanglasalle.com.cn ©2023