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2023年中国零售地产行业市场报告

商贸零售2024-02-28朱建辉、卢晓曦、甘甜仲量联行尊***
2023年中国零售地产行业市场报告

20242 20232© 20230130220033304390544 2023 202320192024211.512.713.58.69.15.212.612.9%10.2%6.9%-36.6%5.9%-42.7%142.2%-100%-50%0%50%100%150%03691215201720182019202020212022202330.833.736.622.026.116.738.59.6%9.4%8.4%-39.8%18.5%-35.9%130.4%-50%0%50%100%150%01020304020172018201920202021202220234 | © 2024 20232024201002003004005006007008009001,00020192020202120222023ABC02004006008001,0001,2002023 ABC+55.3%+29.9%+48.1%ABC5 | © 2024 20231004.1808.1899.3774.1953.302505007501,0001,25020232022202120202019元49,100.020,444.029,190.722,286.357,250.9010,00020,00030,00040,00050,00060,00070,000亿元48.925.332.528.860.101020304050607085.8%35.6%51.0%38.9%81.4%42.1%54.0%47.9%0%20%40%60%80%100%20192019202320192019-2023202426 | © 2024 20232019201931.6%53.5%50.9%79.0%75.3%94.5%103.2%98.7%87.2%70.1%73.9%68.0%66.8%86.8%72.6%60.7%42.8%88.6%83.4%119.1%112.8%104.1%109.4%119.0%19.3%36.7%31.2%69.9%58.6%56.7%77.0%74.8%78.6%59.9%56.3%39.2%44.0%65.6%60.7%44.2%35.1%73.1%50.6%100.7%94.9%101.5%105.6%107.7%0%20%40%60%80%100%120%140%20192019202427 | © 2024 202320242-20%0%20%40%60%80%100%120%-505101520253020172018201920202021202220238 | © 2024 20232024244.0%57.6%47.4%65.7%55.4%50.2%56.3%69.0%66.0%55.9%64.0%58.6%-6.8%58.3%32.8%66.6%77.2%83.2%82.5%-20%0%20%40%60%80%100%20082009201020112012201320142015201620172018201920202021202220232023202320239 | © 2024 20232023202428.9%-2.1%-9.7%-5.0%3.9%3.2%5.1%3.0%0.5%-5.6%-0.1%9.2%9.1%15.9%10.5%1.7%1.0%3.7%4.6%6.5%8.0%4.8%6.5%-16.4%-22.7%-21.1%-4.0%-1.5%8.4%-1.7%-8.1%-8.4%-14.1%2.9%26.3%43.8%35.1%16.1%15.8%12.4%13.8%17.1%25.8%30.0%-30%-20%-10%0%10%20%30%40%50%20221-2345678910111220231-234567891011122023-3.9%12.5%-0.2%7.2%-6%-4%-2%0%2%4%6%8%10%12%14%202020212022202310 | © 2024. 2023202305,00010,00015,00020,000202422023ABC7.8%2.9%4.7%7.3%8.6%6.7%8.6%5.5%9.0%10.0%4.8%3.7%6.2%6.5%5.2%12.6%6.4%6.9%2.9%12.6%7.0%7.7%8.8%11 | © 2024 2023202320242-30%-20%-10%0%10%20%30%40%07,00014,00021,00028,00035,00042,00049,00001020304050607080910111201020304050607080910111201020304050607080910111201020304050607080910111201020304050607080910111220192020202120222023121-212 | © 2024 2023202313 | © 202420231-1220231-12%20231-9%20231-6%20231-348,614 5.94.66.8-2.323,219 6.66.57.510.318,887 5.25.34.87.514,095 12.910.612.89.08,719 0.5-0.61.0-1.77,576 2.73.55.05.16,814 7.03.94.1-5.16,710 5.18.711.116.55,507 10.69.88.66.84,142 5.16.88.65.94,126 -6.1-6.8-3.9-1.43,310 13.312.217.513.62,991 3.22.01.01.81,569 -7.8-7.9-6.7-2.41,516 2.83.13.84.61,186 11.28.310.55.820242 202320242-30%-20%-10%0%10%20%30%40%20197201982019920191020191120191220201-22020320204202052020620207202082020920201020201120201220211-22021320214202152021620217202182021920211020211120211220221-22022320224202252022620227202282022920221020221120221220231-22023320234202352023620237202382023920231020231120231214 | © 2024 2023W2024216.5%-0.8%14.1%4.0%11.0%20.7%23.6%24.5%27.2%27.6%-5%0%5%10%15%20%25%30%35%020,00040,00060,00080,000100,000120,000140,000160,0002019202020212022202330.9%32.7%17.8%16.1%11.2%15.4%-15.1%8.3%3.5%10.8%19.8%10.0%12.5%5.7%7.1%-18%-12%-6%0%6%12%18%24%30%36%2019202020212022202315 | © 2024 202302505007501,0001,2501,5001,7502,000亿元202220230%2%4%6%8%10%12%14%16%20232022110%5%10%15%20%25%30%02,0004,0006,0008,00010,00012,000202020212022202311202220232024216 | © 2024 202320242-15%-10%-5%0%5%10%15%20%06,00012,00018,00024,00030,00036,00042,000201420152016201720182019202020212022202317 | © 2024 20232019-202328.2%23.4%13.3%11.7%8.8%6.2%5.9%2.4%30.2%24.6%13.0%9.6%8.7%5.8%5.9%2.2%29.8%23.4%13.1%10.8%8.8%5.9%5.9%2.4%30.5%24.0%13.0%10.1%8.6%5.6%5.8%2.4%29.8%22.7%13.6%10.8%9.2%5.5%5.7%2.6%0%5%10%15%20%25%30%35%201920202021202220232024218 | © 2024 2023-40%-20%0%20%40%60%80%2018201920202021202220232018201920202021202220232018201920202021202220232018201920202021202220232018201920202021202220232018201920202021202220232018201920202021202220232018201920202021202220232018201920202021202220232024219 | © 2024 2023 2023141,889,000 7,914,000-1.0%10.5%-0.7A44,657,0002,559,000-0.2%7.4%-1.6B47,954,0002,317,000-1.3%11.2%+0.1C49,277,0

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