大中华区2024年四季度物业摘要
1819202122232425 41424344 070809 46474849 515253 | 2024 TMT • • 2024 3.9%2.7%2.8%1.52.2%2.4%100// 202471.81.5 143.363.2%59.938%1.583.460.1% 6.2% | 2024 •2024 • •3C 20242110.2%20230.37.3%0.10.50.410.8%0.52024213.3 2024487,8953.5%GDP44.5%2.2123.7%0.73.9% 2024 202421832.96%20252120242024202521160928210%6%53.3%2024 Z 20252120242024202521 | 2024 • •2024 • 20249.0%4.0%3.1% 20242024“” 5.423.0%5.427.4% 202420248.114.1%202024201.1202319.9% “”2024“”2024“”5.032024 202520252025 2024120.2%0.1%0.2%0. 1120.3%0.3%0.4% 202420247.610.5%20245 ©2025 | 2024 • • • 202424949900202410%2024 202424 2024200 2025 2420247808%949 研究部 专题文章 IFR202259720302020CAGR16.1%201764202425120%2025 RaaS 100 IDC202313.8202217.6% 研究部 专题文章 1560%70%60% URE 。 2023 研究部 专题文章 202411 282022 ()20351.21,00020234,000220234301.3 –20255.9%20301,800 20232028 | 2024 ••• CBD | 2024 • •138,800661,600 • 149,600476,30078,80070,700 3.7%15.3%4.1%13.8% 122,40016.4%0.21.516,4000.60.829.0% | 2024 • • • 20247.7 12020252025 21.0% | 2024 ••• 2024102.124.4% 12150 2.8% | 2024 • •• 2024-2,7008.5202431.1%1.30.8 C1.3 6202481.5//2.9% 27.9%10%26.6%21.5%14.4%15 | 2024 ••• 2025 | 2024 ••• 20244.06.344%1,000500 20240.93.635.0% 68//7.5%100//6.6%20234-5 20243238%3.5117.3 20242025 | 2024 •2024634.1 •20233.230.0% •6.4%66.6// 20242017634.1393.9T16.33.230.0% 201819 6.4%66.6// 20247-88,31989915.3%13.5% 2025876.5% | 2024 •TMT•• TMT 53//2.7%65//2.8% 202541.22027500 3711520.20.137.1% 1125 | 2024 • •2024 • 202420%16%13% 0.1%37.8%3.5%75.9 202568T5 2024311.912316 | 2024 •24 • •5.8%81.5// 6,0002433.4%7.6 20254020242025 0.381.5//2.2% | 2024 ••• 202417.925.0%1.327.928.2% 99.01.9%4.6% 20251192IFC 202466,65425%18%11% 202412129.91.4% | 2024 ••2024• -0.551.138%24%18%100048% 2024122.23.32.62.5 202575220253.9 51925624.2%0.629.4%1.40.619.1%1.0 23 | 2024 • •2024 •2025 | 2024 •2024••2025 202470%20242023A2516,00020% 0.2%1.2% 20245.62025 20240.80.800.20.1 | 2024 ••• | 2024 • • • 202415.745.120232024 2.8%44.23.7%15.520245.2%7.5% 28.7202471.41.29.1%0.413.1% | 2024 ••• 20240.3%4.2%40%20%1013%KTV 2.1%3.1% 95%60%664.9%203.0% 2024122025 | 2024 ••• 2024201914%65% 2.0%1.8% 0.33.0%0.31.7% | 2024 • • • 202433.11,229.2 345.5//4.9% 1.610.6% 20121386.9--2025-202840-45 202313.9%202414.7%0.8 | 2024 ••• | 2024 • • • | 2024 • • • 2024年第四季度重庆未录得新增供应，全34.55909.490020241.813.5% 1.LIVE2.3.4. -20SM2 2025 | 2024 • • • 2025437202518.4% 0.3 35 | 2024 • • • 20252024122025 | 2024 • • • 31.3765.010.6% VAUDEphenix montbell 1-111.1%5.4% 2025NMC KTV | 2024 ••• | 2024 • • • 2025587002025 39 | 2024 ••• 2025202520252024 | 2024 •2024 •• 11913.9%202471222.8%1,93720245,71185.8% 138.9% 0.3%143,3003.6%137,700 2025 20737.3%202477124.9%1,86115.6%115,000176,00020246,704 | 2024 ••1800• 91510129291 0.3% 1,80060%2,041 | 2024 ••2024• 2024116,29820241.5%95%895 202520255%20250-5% 2024162820244791010.2STTL 6253,3572024715.1% 20240.5%45.0%10115,000278.6%3.7% | 2024 • • • 202515742%92%202520242025 | 2024 • • • | 2024 ••9•0.9% 0.9% 2025 90.95.9% 12752025 | 2024 ••••2025 202468,000132,189202435.2%328,973264,2751.76.7% 18.5-10.7% 20252025202416129 2024 |2024 •SibosSwift2024101150 | 2024•20242023 2024SibosSwift20241011504 20242023202411ADR2023RevPAR2024 |2024 •2024 •20244,002 • 1-1159786.4%111.32.6%4.6% 2024 202434.5 20244,002274300272 |2024 • •2024 • • 2024114,000135%80% 11RevPAR 20242,7971,000Hopewell373DorsettKai Tak 20252025 2.6Twenty OneWithfield2.75TheUnit-Davis 642202-03710065+86 29 8932 9800+86 29 8932 9801 228T2802310000+86 571 8196 5988+86 571 8196 5966 61A21110013+86 24 3195 8555 238100004+86 10 5922 1300 119518048+86 755 8826 6608+86 755 2263 8966 31129610021+86 28 6680 5000+86 28 6680 5096 9797+852 2846 5000+852 2845 9117www.jll.com.hk 182201210018+86 25 8966 0660+86 25 8966 0663 5A16H+853 2871 8822+853 2871 8800www.jll.com.mo 18923408300051+86 22 5901 1999 2T4N23A08400011+86 23 6370 8588 9131312266071+86 532 8446 8819 5710120111049+886 2 8758 9898+886 2 8758 9899www.jll.com.tw 6883908-09430030+86 27 59592100+86 27 59592155 62801-03510623+86 20 2338 8088+86 20 2338 8118 28822200041+86 21 6393 3333+86 21 6393 3080 200JLL500202320880108,000202430JLLjoneslanglasalle.com.cn ©2025
