2025年第二季度物业大中华区物业摘要：稳重向新，凝势砺能

jll.com 18192021222324 363738 0708091011 2627282930313233 1314151617 35 | 2025 • • 70%MCN202521%29%/22.3% 2025 170.5115.81.554.7 20251.5 202530.1 | 2025 • • • 2025245,4585.0%0.41.530.7%27.60.8%3.1%2.9%6188.5%24.9%10% / 50% 2110.5%0.3A8.4%1.1B10.8%C0.112.1%12212.8% 2025218002025202620272028 21206.927.5%61.0%40 ©2025 | 2025 • • • 202521190179 202517940 25%10% 2026 2025 | 2025 • • • 202520255 70.55LPR103.5%25 202511.6%13.6%3.6% 15.5% 20253.83.7%20242020252050703.4%4114013.8%1639300.7% 2025730 202560.3%0.10.4%0.3%0.5%0.6%0.2%0.3% 20253.610.4%20252.219.6%1.6 研究部 专题文章 2025—2025IPZ ZIPIP 2025IP 2025 —PopMart22024502025100 研究部 专题文章 20243D20% 202450% 2025213.5% +--- 202450.3% 研究部 专题文章 研究部 专题文章 2018202293%-96%80% 56 202514.8% 2022-2024 2025-202729880%83% 162 研究部 专题文章 201920241006620240.75%2019-2024 2022-202474%85%202430% 2022-2024 | 2025 • •• YTDCBD | 2025 • •413,700 • YTD 57,30074,200 2.7%4.5// 0.216.9%413,7001.831.0% 2.4%6.9// | 2025 •TMT•2.9• YTD 1.4 1277.5 “” | 2025 ••• YTD 20251,000 3.1% 12120 371-21.326.5% | 2025 •••2.0 YTD 2025JFC2932.8%0.828.1%5.421.235% 2025870%66.1//2.0% 12.3%22.3%20.9%16.7% | 2025 • • • YTD 2.265.2%62.069.0 202521%19% 202540 2025T510.86996.9334.5 | 2025 •••0.21.1%80.1// YTD 20252.035.5% 1.1%80.1//0.2 2025 | 2025 • •• YTD 202520,84324.1%0.420,26927.6%0.2 1.4% 20251068.4IFC 29%15%14%/ 202561.3% | 2025 • •2025 • YTD 2.61.870%1000 2.51. 02.90.9 202521 14. 45421.527.4%2.835.2%2790.319.2% 202560.83.221 | 2025 • • • 20251.1 66//1.7%8.0%97//2.1%8.3% 1510+1’4+4+2’ 12.6ABCD3.336.1% | 2025 ••• YTD | 2025 • • •A0.63% YTD 20257,02047%20048% 3,1963,216 6,3001.2%28,0002025() 0.07%0.63% | 2025 • • • YTD | 2025 •156,000•• YTD 2025156,000 1.1%43.11.8%15.0 VR 0.39.6%·Live211,5000.314.1% | 2025 ••• YTD 2025 2.7%3.6% 1235 1.0 | 2025 • • • YTD 2025 2.7% 1.3 | 2025 ••• 9.9%11.1%1.7%345.0//3.2% 640 31.0%22.0%SKPBHG41Nitori5.20.911.5% 20256 55.2%52.8% | 2025 • • • 2025336.0++IP3C | 2025 • • • YTD | 2025 • • • 2025553IP | 2025 •4.429.6% ••5.9% YTD 202520252026 | 2025 • •2025 • YTD 202510,0006.228.7% 20251002026 20252026 20256039 20255.2%1.27 | 2025 ••• YTD 20251-50.7%5.1% 8.63.46.7% 1.9% | 2025 •20252026•“• YTD 26.1202520260.38.9% 9.72024 “ 20252026 | 2025 ••• | 2025 • • • LPR103.05%3.25%252.6%3.075%14.0%17082021.2% 2.0%132,800 167114.5%85913.819.5 0.6%147,900 | 2025 •••1,800 | 2025 ••• |2025 ••• |2025 ••• 9 |2025 ••• 47 |2025 ••• 。 48 |2025 ••2025•• 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 347210018+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 200JLL500202423480112,000“”“”JLLjoneslanglasalle.com.cn ©2025