2025年第一季度珠三角城市群非保税高标物流地产市场概览报告

01 3217,168205,245241,503248,348251,046264,356217,168205,245249,200271,509284,423241,503248,348282,849293,920308,293251,046264,356291,288309,271319,976276,798295,619325,899335,508347,89020192020202120222023:2025+ 5.4%2024+5.024Q12023 304,762328,838341,758373,7262024% 318,758 4-20%0%20%40%60%80%100%120%201020112012201320142015201620172018201920252.8+ 2.8pp2025GDP51.7: 202020212022202320242025Q1% 20202021202202468101214162019Q12019Q22019Q32019Q42020Q12020Q22020Q32020Q42021Q12021Q22021Q32021Q42022Q12025+ 4.6%24Q15: 20232022Q22022Q32022Q42023Q12023Q22023Q32023Q42024+3.52023 20202021/02,0004,0006,0008,00010,00012,00014,0002019Q12019Q22019Q32019Q42020Q12020Q22020Q32020Q42021Q12021Q22021Q32021Q42022Q12025+ 5.5%6: 20222023/2022Q22022Q32022Q42023Q12023Q22023Q32023Q42024Q12024Q22025+5.2%2024 2024Q3 2020020406080100120140369123691220253202412+ 6.27: CEIC 20222023691236912202532019-31.5 362024 2021369123 4.34.374.725.715.494.144.40246810121416182020259.222024Q18: CEIC,, 2024 7.29.711.39.917.8416.6720258.87 02468101214201420152016201720182025+ 6.8%9: 0%5%10%15%20%25%30%35%20212022202320242025Q1202524.0% 20192020 9.649.992025+ 5.9%2024Q18.067.249.249.599.7511.439.649.9911.3510.7711.3713.06201920202021第一季度10: 12.2512.1512.1612.1220253PMI50.510.6110.8312.1512.5012.1212.3213.3713.5620232024第三季度第四季度 % GDP10%15%20%25%30%35%201020112012201320142015201620172025GDP25.8%11: 20182019202020212022202320242025Q12025+ 6.5% 05101520253035404550201620172018201920202021202220251.962025+ 1.32024Q112: 202320242025Q1% 2010-20202020-20242010-20202020-20247.77-0.6910.1915.276.9712.255.920.7610.2750.9216.4618.3318.389.4510.3521.459.769.5415.911.435.1732.1214.1110.787.077.4110.5419.924.6512.3639.314.017.4954.216.0611.1928.185.226.9024.452.4812.9427.723.0511.6035.374.308.067.591.275.894.881.2312.3011.06-0.708.216.95-4.102.1322.860.2212.39-18.98-5.364.7940.726.3412.8810.60-1.1714.470.160.0711.6613: 20240%2%4%6%8%10%12%14%16%18%20%Top1056.9%74.115: Top20% 五大城市群79.6%其他20.4%Top579.6%16: 长三角城市群35.1%珠三角城市群12.7%京津冀城市群12.0%长江中游城市群10.0%成渝城市群9.8%35.1% 05001,0001,5002,0002,50020202021202217 2025500.9320255080.724Q424Q420240.600.650.700.750.800.850.900.951.001.051.102021Q42022Q42023Q12023Q22023Q32023Q42024Q12024Q22024Q32024Q418: % 2025Q1 “2025 2024Q42025Q12024Q42025Q1:02004006008002020202119 1.201.2595.2%93.7%202320242025Q1 77.6%“20251% :2024Q42025Q12024Q42025Q102004006008002020202120 1.091.07202320242025Q1 “2025 2024Q42025Q12024Q42025Q1:02004006008002020202121 0.980.9673.5%72.2%202320242025Q1 “2025 2024Q42025Q12024Q42025Q1:02004006008002020202122 0.670.6682.8%84.0%202320242025Q1 03 1•20255.4%•2025•GDP2•20252 5•3525 ••20252024• 202320255080% GDP20240.450%264+2025 sylvia.lau@jll.comecho.li@jll.comarnold.gao@jll.comsigrid.zhou@jll.comtracy.song@jll.comian.xu@ap.jll.com jianping.xiong@jll.comjames.liang@jll.comwendy.chan@jll.comhans.han@jll.com 238100026+86105922130031129610021+8628668050002T4N23A08400011+86236370858862801-03510623+862023388088+862023388118228T2802310000+8657181965988+8657181965966182201210018+862589660660+862589660663 +862989329800+85228465000+85228459117www.jll.com.hk+85328718822+85328718800www.jll.com.mo+886287589898+886287589899www.jll.com.tw +8653284468816+862163933333+862163933080+862431958555+8675528045388+8675522638966+862223185000+862759592100+862759592155 642202-03710065979716H11049 91313122660712882220004161A21110013119518048189229 29103000516883908-09430030 400-000-8250