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1、2022202220222|2023.202220211213223.2145.7CBDCBD20232023202220223|2022.Top10昆明1月,中老铁路“澜湄快线”首发10012月,129个重大产业项目集中开工1296043025G027月,昆明建设国际消费中心城市056月,昆明市将长期托管磨憨镇036月,昆明-成渝招商引资推介会举行202270351,118.8048月,昆明发展新能源电池全产业链20241,000069月,昆明暑期游客量全国第三20225,633202160.3%697.5202151.5%0712月,新成昆铁路全线贯通运营1226109月,贝泰妮生产基地建
2、设完成200811月,南博会昆明签约千亿大单1694,000093|2023.20224|2023.20222022202250.960.643.558.654.70.310.430.310.660.62-0.40.10.62022202180.020.040.060.080.00.010.020.030.040.050.060.070.080.090.0100.01/01/20221/02/2022 1/03/20221/04/2022 1/05/20221/06/2022 1/07/20221/08/20221/09/2022 1/10/20221/11/2022 1
3、/12/2022暑期旅游热潮,客流恢复,达全年峰值五一小长假第一波客流高峰春运期间12昆明市内疫情散点多点复发MetroDB.org202315|2023.202220221-11+2.2%+2.2%+7.1%+3.2%-4.9%3,018.33,018.3-0.3%0.3%2,485.1-0.4%533.2-0.3%-4.3%4.3%+43.3%+19.6%-31.5%*1,751.71,751.7+37.7%+37.7%854.3+35.4%897.4-39.9%*1-1020221-11GDP:5,711.92022GDP2.0%:846.02021202316|2023.2022202
4、22020GDPGDPGDP3.1%4.7%0%2%4%6%8%10%12%14%16%2000020202120222023-2%0%2%4%6%8%10%12%14%16%18%20222022GDPGDP3.0%2.0%7|2023.2023120222022-10%0%10%20%30%40%20211-21-31-41-51-61-71-81-91-101--234567891011-5%0%5%10%15%20%25%30%35%111
5、910118|2023.202312022-120.0%-100.0%-80.0%-60.0%-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%1-31-61-92022202319|2023.2022202220231-10%-5%0%5%10%15%20%25%30%-20%-10%0%10%20%30%40%50%2002120221-1110|2023.202266.056.9101.2115.994.440.629.437.636.177.4144.8107.754.087.367.761.828.925.548.993.295.884.9
6、121.0172.4-60.0%-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%05003002000020202|2023.20222022GDP5,711.92.0%3.0%2,451.7GDP42.9%0.6%113,018.30.3%1-114.3%43.3%19.6%19.6%2020GDP33.6%14%2010202017.8%2021GDP20221-10854.335.4%2023.2145.7202262022
7、420228202512,0003,000GDP112|2023.“2022202213|2022.2022202213|2023.149.5149.5175.7175.7396.5396.5103.1103.19.89.815.315.30.00.02.02.03.13.1-8.88.8-1.41.430.3%30.3%26.2%26.2%14.5%14.5%11.5%11.5%/76.776.755.555.5361.3361.3690.8690.8“20222023114|2023.15|2023.20222022202242023202016.8,55912022
8、8,255383022020202211RCEP6“16|2023.2022202230.330.3%26.2%26.2%2022325.2149.5175.725.19.815.35.12.03.128.1%+4.3+3.4+5.1/64.4-3.1%76.7-2.8%55.5-3.4%2023117|2023.2022202220221502022GDP202220231Top1Top2Top3Top4Top505,00010,00015,00020,00025,00030,00035,00003006009001,2001,5001,8002,100*2022GDP202219|2023
9、.2022202250%202220222023120222.074.5%28.1%20|2023.-5060708090 100 110 120 130 140 150 -40.2%-65.2%22.4%-81.2%-76.2%-57.0%-64.9%23.0%-47.1%55.2%-67.0%41.4%-87.0%-71.9%-60.2%-74.5%-82.5%-90.2%-106.3%-142.8%10.0%23.1%17.6%20.8%27.3%27.5%28.1%17.6%20.5%21.0%21.6%31.8%38.7%19.4%2021
10、20220%10%20%30%40%50%60%70%0070200020202120-201|2023.20223.50.630.3%-9%0%9%18%27%36%45%-404823492020202120223.50.630.3%1.32023122|2023.2022150%5%10%15%20%25%30%35%00702000202021202
11、-203|2023.20221.426.2%-8%0%8%16%24%32%40%-202468234020212022101.411.3%23.7%3.62023124|2023.2022-B6.0-829.36.3-3.5-0246825|2023.202230,000 16.2%+6.0176,000 20.0%-4.5214,000 18.9%-6.7 162,000 61.9%+17.5 667,000 33.2%+1.7177,000 25.7%+19.8
12、 2023126|2023.2022245,000 28.2%-5.3383,000 29.1%+9.7 114,000 11.5%+0.5 93,000 10.0%+1.9 661,000 22.0%+11.5231,000 46.6%-1.2 231,000 46.6%-1.2 2023127|2023.2022202220230620220%10%20%30%40%50%60%70%80%90%100%28|2023.20220%10%20%30%40%50%60%70%80%90%100%20222022202202468102023129|2023.202230
13、|2023.202229.813.25.830.1%2.025.5%3.430.3%2.151.5%3009.2%0.70.6202249.4%66.122.2%19.1%18.7%2022“20222022202220222023176.2%11.4%11.3%43.3%15.1%53.5%76.2%11.8%9.5%53.5%25.2%20221.94.46.910.2101.0%134.9%55.8%48.0%20%50%80%110%140%0.03.06.09.012.02002232|2023.20222022202318.5%12.0%14.9%11.1%-
14、0.4%-1.3%13.3%-18.7%19.6%-20%-10%0%10%20%30%533028200033|2023.19.1%18.7%15.1%25.0%12.2%10.0%22.2%202220222023120222,897.83,063.93,221.826.5%26.6%26.7%26.8%26.9%27.0%27.1%2,700.02,800.02,900.03,000.03,100.03,200.03,300.-620221-902,0004,0006,0008,00010,000202249.8%46
15、.8%28.4%9.3%9.9%39.8%12.0%4.1%34|2023.20231*202222.6%51.6%12.9%87.1%0.3%1.6%4.3%8.6%10.2%18.0%0.0%5.0%10.0%15.0%20.0%2002020212022*51.6%MCN2025%0%10%20%30%40%50%60%70%80%90%100%2022-Q12022-Q22022-Q32022-Q435|2023.202230.1%47.4%8.9%13.6%202220220%10%20%30%40%50%
16、60%70%80%90%100%1Q222Q223Q224Q2274.6%0%10%20%30%40%50%60%70%80%90%100%--1,0001,000-1,5001,500-2,0002,000*202274.6%2023136|2023.*2022202213.0%43.4%20221114.3%19.6%12.2%8163020223,221.827.1%17.58.1%“37|2023.2022202220227.9%4.6%68.4%19.1%87.5%1244010MCN90%5G51.3%5,200447.4%0-3
17、0074.6%“38|2023.20222022202311.2%-10.3%-16.9%-20.7%-22.5%-24.4%-26.7%-27.5%-29.7%-31.5%3.7%0.7%-2.7%-4.0%-5.4%-6.4%-7.4%-8.0%-8.8%-9.8%-35.0%-30.0%-25.0%-20.0%-15.0%-10.0%-5.0%0.0%5.0%02,0004,0006,0008,00010,00012,00014,00016,000010,00020,00030,00040,00050,00060,00070,00080,00020182
18、0022*/2022121/2)40|2023.20222/2)2022202250.8%39.4%0%10%20%30%40%50%60%70%80%90%100%21.6%14.6%9.1%24.8%11.2%18.7%29.9%202205,00010,00015,00041.9%41.9%90.2%90.2%2023141|2023.20222021202218.7%90.2%41.9%202215363.547.9%280.945.0%2019“42|2023.2022202220222%2.8%20222022(194,336(129,1
19、94(91,129(77,91/2023144|2023.336248495 929090 898279777668-0.4%-0.5%-6.5%-4.9%-1.4%-5.5%-5.2%-7.1%-1.8%-6.7%-1.7%-1.2%-0.6%-3.4%-2.0%-1.6%-6.0%-2.8%-2.9%-4.1%-15%-10%-5%0%00500600700/2022/202271.961.5-3.2%-2.3%71.557.7-2.1%-4.3%72.350.7-0.9%-3.3%94.574.0-2.8%-2.6%84.
20、856.1-2.9%-3.5%76.755.5-2.8%-3.4%51.531.9-3.6%-6.2%76.755.50204060801001201 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 420002020212022/2023145|2023.202276.7/2.8%123“46|2023.202247|2023.20222023-2024*202310%10%20%30%40%50%60%70%80%90%100%05540
21、4550200020202120222023*2024*2025*2026*新增供应(左轴)净吸纳量(左轴)空置率(右轴)48|2023.20220532024202520262023202320242025202649|2023.202220232024202520262023150|2023.20222023151|2023.40506070809002000202022420252026元/平方米/月甲级乙级202
22、252|2022.202325202320252025“20222022100-50050%310%380%240%50%53|2023.202332021100850 1,5225002023154|2023.202210.220211.810101,20052250049.8%2009“55|2023.202256|2023.2022202220221-113,018.30.3%2,485.10.4%533.20.3%202250.916.0%607-85,633697.5202151.5%201934.7%126185,0
23、002.9162023“57|2023.2022202211.5%14.5%202220231103.1396.500-1.4-8.8+0.3%+2.0%/690.8-1.5%361.3-2.0%58|2023.2022202-11-9.1%10.7%3.9%0.6%10.7%*2,4883,0183,0254,4554,7784,7806,1086,6367,1018,1878,2418,8419,49712,70412,73214,97002,0004,0006,0008,00010,00012,00014,00016,0005.7%5.3%2.6%2.2%2.
24、3%1.9%0.9%-0.1%-0.3%-0.4%-0.5%*-2.1%-2.4%*-2.9%-4.3%-6.3%-7.1%*-9.1%20231*60|2023.20222202220223.9%4.1%9.2%7.4%17.7%10.4%12.3%3.1%7.0%14.0%16.0%14.5%10.4%19.6%12.4%15.0%8.4%13.4%8.8%11.9%12.3%20231-14.0%-12.0%-10.0%-8.0%-6.0%-4.0%-2.0%0.0%2.0%4.0%6.0%8.0%0%5%10%15%20%25%亿元20222022202261|2023.2022-6%
25、-5%-4%-3%-2%-1%0%1%2%3%1Q182Q183Q184Q181Q192Q193Q194Q191Q202Q203Q204Q201Q212Q213Q214Q211Q222Q223Q224Q222023*2024*2025*2022-2.8%2001,500/2023162|2023.202202004006008001,0001,2001,4001,60020221.220222022Top 3Top 1Top 22023163|2023.20220%10%20%30%40%50%60%70%80%90%100%200520022202
26、00250300*202311164|2023.2022200575.0%20221A2202120222,3827,76385.4%20226“65|2023.20222022-2%0%2%4%6%8%10%12%14%16%18%-50607080902000202026|2023.-20-4.914.5%2.0-4.914.5%-4%0%4%8%12%16%20%-75402021
27、20222023167|2023.2022125,000 26.3%706,000 12.4%679,000 7.8%790,000 21.4%898,000 12.8%473,000 20.4%125,000 6.0%2023168|2023.2022690.8255.9005006007008009001 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 420000212022/202
28、31-1.5%-2.5%2022/364.0-2.3%69|2023.383.2-2.0%140.2-5.1%203.6-3.0%891.1-1.1%281.8-2.5%210.93.2%227.5-2.5%2022.51.3Me Town7.51-42022214.5%361.3/2.0%“70|2023.202220222022493224292566094678970653544767234643827508001
29、60604020089022202220222021127139253-8.6%-49.8%73681647.0%-55.6%/0.570.490.6517.1%-11.5%2027896789101112Daily2023172|2023.202220220567891011122022Daily2023173|2023.202213%13%6%5%6%5%3C/4%17%9%8%5%5%2%2%48%2022202246%213/1716
30、Daily2023174|2023.2022“20221-1139.90.1%202263227.7%39955.3%202211644.8%13/1722.2%202246%217%161275|2023.20222022202220222022M Me e TownTown1-55-6+|2023.20222023178|2023.2022-30.0%-20.0%-10.0%0.0%10.0%20.0%30.0%40.0%---1--92
31、---1---112023179|2023.2022Me Town5200920215,0003320221-1127.1%“80|2023.20222022202282|2022 仲量联行版权所有.202222320,30520198.0%.5%-2022“82|2023.20222022-2,000-1,500-1,,0001,5006.0
32、7.08.09.010.011.012.013.0*202,8382020202120229010=-2023183|2023.202222021:1 2“84|2023.202220223 4 20“85|2023.2022202220221.2.3.4.5.6.2023186|2023.2022337,183409,259509,405622,248654,144150.0%160.0%170.0%180.0%190.0%200.0%210.0%220.0%230.0%240.0%250.0%066,000132,000198,000
33、264,000330,000396,000462,000528,000594,000660,0001-61-71-81-91-101.1/22022202311903Me Town87|2023.20220%120%240%360%480%600%720%840%960%1080%1200%0204060800022100%100%1.2/-20222023188|2023.-40%0%40%80%120%160%200%240%280%320%020406080018088-1010-1515-202
34、0-2525-3030-3535-.2015-2025*1,6691,9042,2142,6913,1993,1503,5754,0584,6065,2275,933-5.0%0.0%5.0%10.0%15.0%20.0%25.0%-1,20001,2002,4003,6004,8006,0002000212022*2023*2024*2025*2022North Face ONEBOX 3.010.1%13.6%37.4%39.7%42.0%58.2%64.5%2023189|2023.20220.0%10.0%20.0
35、%30.0%40.0%50.0%60.0%2020202120223.202210#0500212022Top 1000.0%2.0%4.0%6.0%8.0%10.0%12.0%0020020202199%99%#2023190|2023.20224.2016-20220%2%4%6%8%10%12%14%16%02,0004,0006,0008,00010,00012,00014,00016,000200022*2023191|2023.20222021-202
36、22019-2022H1 5.46.0%17.4%-41.5%-31.3%22.4%-17.1%-44.5%-51.0%19.5%20.2%-17.6%8.9%45.0%167.5%4.4%139.3%-100%-50%0%50%100%150%200%2021 vs 20202021 vs 20192022H1 vs 2021H12022H1 vs 2019 H1-20%-10%0%10%20%30%40%111Wind2023192|2023.20222020-20226.202312020-20223 3-20.0%-10
37、.0%0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%90.0%41,873-6.1%-16.6%-29.0%-31.7%-50.0%0.0%50.0%100.0%202020212022H1420223793|2023.2022CD1-111.84S77X12Salomon202128%50%GDP“94|2023.20222022172815.5%1-11533.20.3%336“95|2023.202296|2023.20222022202
38、3-2%0%2%4%6%8%10%12%14%16%18%-506070809020000222023*2024*2025*2026*空置率2023197|2023.202220232023198|2023.00202320242025202620232024202520262022-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%-1,,6002,4003,20020000
39、20607013238%238%25%25%.4%.4%202318.318.3113.9%113.9%MetroDB.org2023199|2023.20226080020052006200720082009200000222023*2024*2025*2026*2023202620231100|2023.2022420231101|2023.00.20.40.60.811.21.41.61.80204060800
40、180/20222022202373.6470CPBsisleyTom FordLA PRAIRIEMAISON MARGIELAMARNIDIESEL2012201930.3%202318.3113.9%2023102|2023.“2022Jacky ZDonna Zhang|Ting Du|Sissi Lu|Harold Wan|Rebecca Long|Tina Gan|Jonathan Wu|Chenrui CLucy WYanglin LRex TShuotong Jing|仲量联行大中华区分公司北京广州青岛深圳西安台北北京市广东省广州市天河区山东省青岛市广东省深圳市陕西省西安市台湾
41、台北市信义路5段7号23珠江新城珠江东路6号市南区香港中路61号福田区中心四路1号雁塔区南二环西段64号台北101大楼20楼之1B广州周大福金融中心2801-03单元远洋大厦A座2308室嘉里建设广场第三座19楼凯德广场2202-03室邮政编码 11049邮政编码100004邮政编码 510623邮政编码 266071邮政编码 518048邮政编码 710065电话+886 2 8758 9898电话+86 10 5922 1300电话+86 20 2338 8088电话+86 532 8579 5800电话+86 755 8826 6608电话+86 29 8932 9800传真+886 2
42、 8758 9899传真+86 20 2338 8118传真+86 532 8579 5801传真+86 755 2263 8966传真+86 29 8932 .tw杭州上海天津香港四川省市浙江省杭州市上海市静安区天津市香港鲗鱼涌英皇道979号红星路3段1号江干区新业路228号石门一路288号和平区南京路189号太古坊一座7楼国际金融中心1座29层杭州来福士中心T2办公楼802室兴业太古汇香港兴业中心一座22楼津汇广场2座3408室电话+852 2846 5000邮编 610021邮政编码 310000邮政编码 200041邮政编码 300051传真+852 2845 9117电话+86 28
43、 6680 5000电话+86 571 8196 5988电话+86 21 6393 3333电话+86 22 5901 .hk传真+86 286680 5096传真+86 571 8196 5966传真+86 21 6393 3080澳门重庆南京沈阳5A重庆市江苏省南京市辽宁省沈阳市68816H渝中区民族路188号中山路18号德基广场613908-09+853 2871 8822环球金融中心45楼办公楼2201室A21430030+853 2871 8800邮政编码 400010邮政编码 2+86 27 5959 .mo电话+86 23 6370 8588电话+86 25 8966 0660+86 24 3195 8555+86 27 5959 2155传真+86 23 6370 8598传真+86 25 8966 2023