《仲量联行:2023年上半年中国零售地产市场报告(63页).pdf》由会员分享,可在线阅读,更多相关《仲量联行:2023年上半年中国零售地产市场报告(63页).pdf(63页珍藏版)》请在三个皮匠报告上搜索。
1、20232023202320237-100%0%100%200%300%400%500%600%08001,6002,4003,2004,0004,8005,6001 2 3 4 5 6 1 2 3 4 5 6 1 2 3 4 5 6 1 2 3 4 5 6 1 2 3 4 5 62002220233|2023.-120%-60%0%60%120%180%240%300%06,00012,00018,00024,00030,00036,00042,0001 2 3 4 5 6 1 2 3 4 5 6 1 2 3 4 5 6 1 2 3 4 5 6 1 2 3 4 5 62
2、00222023202302004006008001,0001,2002023-01-122023-01-152023-01-182023-01-212023-01-242023-01-272023-01-302023-02-022023-02-052023-02-082023-02-112023-02-142023-02-172023-02-202023-02-232023-02-262023-03-012023-03-042023-03-072023-03-102023-03-132023-03-162023-03-192023-03-222023-03-252023
3、-03-282023-03-312023-04-032023-04-062023-04-092023-04-122023-04-152023-04-182023-04-212023-04-242023-04-272023-04-302023-05-032023-05-062023-05-092023-05-122023-05-152023-05-182023-05-212023-05-242023-05-272023-05-302023-06-022023-06-052023-06-082023-06-112023-06-142023-06-172023-06-202023-06-232023
4、-06-262023-06-29202374|2023.20232.741,480.5602004006008000160005,00010,00015,00020,00025,00030,000201920232019*2019202375|2023.04080001,0001,5002,0002,500*100%0%100%200%20192019100.7%119.1%100%105%110%115%120%202331.6%53.5%50.9%79.0%75.3%94.5%103.2%98.7%87.2%70.1%73.9%68.0%66.8
5、%86.8%72.6%60.7%42.8%88.6%83.4%119.1%112.8%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%0%20%40%60%80%100%120%140%2002376|2023.202315%20%25%30%35%40%45%50%55%60%65%2018Q12018Q22018Q32018Q42019Q12019Q22019Q32019Q42020Q12020Q22020
6、Q32020Q42021Q12021Q22021Q32021Q42022Q12022Q22022Q32022Q42023Q12023Q2202377|2023.40%42%44%46%48%50%52%54%56%58%2018Q12018Q22018Q32018Q42019Q12019Q22019Q32019Q42020Q12020Q22020Q32020Q42021Q12021Q22021Q32021Q42022Q12022Q22022Q32022Q42023Q12023Q2202377.2%202378|2023.44.0%57.6%47.4%65.7%55.4%50.2%56.3%69
7、.0%66.0%55.9%64.0%58.6%-6.8%58.3%32.8%66.6%77.2%-20%-10%0%10%20%30%40%50%60%70%80%90%2008200920000025.1%10.9%11.2%7.8%3.3%4.5%5.2%4.8%2.3%8.9%-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%46.4%26.6%20.2%14.3%-4.5%3.1%2
8、.0%-2.7%-2.2%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%-30%-20%-10%0%10%20%30%40%50%2021111220231-23456-3.9%12.5%-0.2%8.2%-6%-4%-2%0%2%4%6%8%10%12%14%202020223202379|2023.5.8%2023202320-30.0%-20.0%-10.0%0.0%10.0
9、%20.0%30.0%40.0%07,00014,00021,00028,00035,00042,00049,00001 02 03 04 05 06 07 08 09 10 11 12 01 02 03 04 05 06 07 08 09 10 11 12 01 02 03 04 05 06 07 08 09 10 11 12 01 02 03 04 05 06 07 08 09 10 11 12 01 02 03 04 05 0620022202310|2023.023711|2023.-6%20231-322,40
10、9 6.8-2.311,422 7.510.39,161 4.87.56,834 12.89.04,270 1.0-1.73,748 5.05.13,321 11.116.53,228 4.1-5.12,641 8.66.82,071 8.65.91,689 17.513.61,895 -3.9-1.41,433 1.01.8735 4.1-2.4685 3.84.6585 10.55.,0001,5002,0002,5003,0003,50020192023*20232019*-30%-20%-10%0%10%20%30%40%50%2023712|2023.20
11、232023202302,0004,0006,0008,00010,00020237*1-51-313|2023.4.2%8.9%8.0%9.0%11.5%8.7%6.2%6.7%8.0%8.8%7.1%8.1%4.5%6.1%5.7%23.5%10.9%10.0%8.7%9.1%4.2%23.5%8.5%20234.52023714|2023.8.6%13.1%5.8%8.2%-30%-20%-10%0%10%20%30%40%209920020620207202082020920201020
12、207202262022720228202292022264.52.420232023715|2023.48,16151,50161,13363,00771,62117.8%7.3%23.2%3.1%13.1%24.7%29.9%28.8%29.9%31.5%-5%0%5%10%15%20%25%30%35%010,00020,00030,0
13、0040,00050,00060,00070,00080,00020022202329.3%30.6%17.8%15.7%8.9%21.4%5.8%8.3%2.4%13.3%20.9%16.2%12.5%5.1%10.3%0%6%12%18%24%30%36%20022202320236180%5%10%15%20%25%30%35%40%45%50%01,0002,0003,0004,0005,0006,0007,0008,0009,00010,000200222023620025030035040020
14、282023716|2023.20232023717|2023.-15%-10%-5%0%5%10%15%20%-15,000-10,000-5,00005,00010,00015,00020,000200020202|2023.28.2%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
15、.6%5.6%5.8%2.4%30.7%23.2%12.8%9.5%9.6%6.0%5.7%2.7%0%5%10%15%20%25%30%35%2002220232023720232023719|2023.-40%-20%0%20%40%60%80%2002120222023Q22002120222023Q22002120222023Q22002120222023Q22002120222023Q22002120222023Q220182019
16、2020202120222023Q22002120222023Q22002120222023Q22022202320022202327.1%26.6%26.0%19.8%17.7%16.2%13.0%28.1%27.4%18.7%18.1%16.9%15.2%13.9%28.7%26.8%25.0%19.7%19.4%17.7%13.1%29.8%28.3%19.7%19.7%18.8%16.7%17.1%33.6%29.3%25.3%21.0%20.2%17.2%15.4%2023720|2023.20232023136,96
17、7,0003,409,000-0.4%10.9%-0.3A42,292,000803,000-0.1%7.9%-1.1B46,915,000986,000-0.5%11.4%+0.3C47,759,0001,620,000-0.5%13.0%-0.24ABCGDP1061.51120237214/171.51,600+83.5%/16.5%1.3731.2%;68.8%22|2023.ABC2023ABC15,965,00035,500-1.4%11.4%-0.913,694,000517,7000.2%6.9%-1.97,387,000189,7000.8%3.3%+0.25,246,000
18、60,0001.6%6.1%-0.911,486,000250,0000.0%12.3%-0.18,865,600250,000-0.4%16.0%-0.18,729,00071,000-1.0%13.3%+1.06,174,0000-0.6%4.1%+0.06,045,000295,000-0.4%8.9%+1.45,616,000120,000-1.4%10.1%-0.37,091,000372,0000.0%12.3%+0.46,475,000160,000-0.4%18.0%-1.25,618,0000-0.7%9.1%-0.14,850,000160,0000.5%10.7%+0.3
19、4,407,000250,000-0.3%13.3%-0.14,335,00093,000-1.3%14.6%-3.24,161,0000-0.4%11.8%+1.34,160,000260,000-0.6%15.5%+1.02,492,00000.0%15.0%0.02,473,000100,000-2.0%6.4%-0.51,697,000225,000-0.8%14.1%+0.02223|2023.2023202320232023700050030035040063.2%5ABC24|2023.202305001,0001
20、,5002,00020232023Top 1Top 220237Top 3ABC25|2023.2023ABC2023DT 51 NLiveNew BlockZXCOCO ParkII 2023726|2023.20230.710.660.640.640.630.550.550.540.500.490.470.450.440.420.420.400.330.330.320.280.230.00.10.20.30.40.50.60.70.8ABC0.49/0.02/202371202227|2023.20222021*40608010012028ABCThe Box2023
21、20232023728|2023.202320232023729|2023.0%2%4%6%8%10%12%14%16%02004006008001,0001,2001,4001,60020052006200720082009200000222023*2024*2025*200|2023.0500300202320242025ABC20237.9%11.4%13.0%10.9%0%2%4%6%8%10%12%14%4Q091Q102Q103Q104Q1
22、01Q112Q113Q114Q111Q122Q123Q124Q121Q132Q133Q134Q131Q142Q143Q144Q141Q152Q153Q154Q151Q162Q163Q164Q161Q172Q173Q174Q171Q182Q183Q184Q181Q192Q193Q194Q191Q202Q203Q204Q201Q212Q213Q214Q211Q222Q223Q224Q221Q232Q232023*2024*2025*2026*ABC72023731|2023.20232023202320237*20225.3%4.1%9.1%10.7%13.3%3.3%6.1%14.1%16.0%
23、15.5%10.1%18.0%12.3%11.8%13.3%6.9%12.3%11.4%8.9%14.6%15.0%-8.0%-6.0%-4.0%-2.0%0.0%2.0%0%10%20%30%40%50%*2023 Q2ABC32|2023.20232023733|2023.-2.7%-5%-4%-3%-2%-1%0%1%2%3%3Q184Q181Q192Q193Q194Q191Q202Q203Q204Q201Q212Q213Q214Q211Q222Q223Q224Q221Q232Q232023*2024*2025*2026*0%20%40%60%80%100%2001
24、72002120221Q232Q2320233003504004505005506006507007508008501Q21 2Q21 3Q21 4Q21 1Q22 2Q22 3Q22 4Q22 1Q23 2Q23 2023*2024*2025*2026*/ABCABC20232023734|2023.20089987223041,32011,228739-32-271172-365-17141-/137.694.327.6100.1287.227.0546.11,137423254-%96%94%90%9
25、5%93%96%490%4/143.7108.875.763.259.2307.8274.6%12%22%11%-/1,187.3488.2696.3-12.19.810.59.15.110.414.0-11.310.1-2022152;3138;4;57260.922023735|2023.20231/2202370%3%6%9%12%15%18%21%24%27%30%02,0004,0006,0008,00010,00012,00014,00016,00018,00020,000200520062007200820092000162017201
26、8200222023*2024*2025*2026*36|2023.2023The BoxPUYEE2/237|2023.20237Grid CoffeeEMomentW+STUDIO2023202320222023202220232023739|2023.202320230%20%40%60%80%100%01,2002,4003,6004,8006,000612345611/2202202120233,546.553,618.654,054.820%10%20%30%40%50%60%007
27、5090022.6%41|2023.202312/2202342|2023.iBrandi2023757202355%8.6%10.7%3.2%4.481.25,00013.4%OATLY 4.25105,0005,0005,000202322016-20253,1293,2423,3633,5133,6853,8634,0194,1714,3184,4591.0%2.0%3.0%4.0%5.0%6.0%2,4002,9003,4003,9004,4004,9002000222023*2024*2025*202320237202343|2023.1.
28、41.74.90.80.3/86221Mr.Judy202324.9%-13.9%-1.4%-23.4%-23.4%-9.6%-30%-20%-10%0%10%20%30%0050060070080090020024.6202.2187181.1140158.6127.2118.1126.294.931.8104.002503003502002120222023亿元32023744|2023.2023-17.5%36.0%48.1%84.1%92.3%-20%30%80%130%-20
29、02040608023332.2418.1497.9503.3500.27.8%86.0%51.1%62.0%52.7%2023745.6%17.9%202220231-55.5%31.0%42.6%14.0%6.8%36.6%3.045|2023202350500300350400101 250250 150150 50 502023791%73%57%37%0%20%40%60%80%100%55%-46|2023.2023202292022420468200250chuuNO O
30、NE ELSEBETTERSAY*Brandy Melville Basement FGBettersay20235202372020237chuuNo One ElseBasement FGBrandy Melville2,0005,1008,7002+6+25+BETTERSAYNO ONE ELSEBasement FGchuuBrandy Melville18-25100-2,000Y2K351,000-2,00047|2023.20232023585.9705.2848.8932910.6900.9239-2.3%-1.1%-12.6%-15.00%-10.00%-5.00%0.00
31、%5.00%10.00%15.00%20.00%25.00%-600-6008008200222023Q172023749|2023.030609000222023Q12023 Top350%Top582023750|2023.2023Top102023Top10-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%100.0%120.0%140.0%-40-2002040608022202337.4%9.5%6.8%
32、5.7%4.9%4.5%4.4%2.6%1.8%1.8%20.6%20239202320237GAPH&MZaraGAPGAP20231ZARAInditex2019ZARA131ZARA023H&MH&MH&M2023,500-20%-15%-10%-5%0%5%10%15%20221-21-31-41-51-61-71-81-91-101--21-31-41-520231-57.5%20222.98.2%20221.952|2023.2023102023753|2023.-0.3%0.0%0.3%0.6%0.9%1.2%1.
33、5%1.8%6008001,0001,2001,4001,6001,8002,000200320042005200620072008200920000022200223456789606535447672346438275045037007080080604020020
34、222023202320222022187266366-29.6%-48.9%136.3141.2258.0-3.5%-47.1%/0.730.530.7037.3%3.5%2022202355|2023.iBrandi2023720230567896202220232023iBrandi2023756|2023.OATLY4.2510202310%8%7%3C/5%5%3%3%2%2%1%22%13%11%3%3%3%55%2023iBrandi202372023202248%7202220231%18857|2023.2023202321340.
35、9132.02.7%0.5202358|2023.202372023202320223+95.42%*6.89+110.99%49.8+142.96%2,185.2222823212018+400.86%*19.33+673.49%167.93+106,223.66202375*3360|2023.全国7.9%-6.2%30.4%0.3%7.3%东部地区6.8%-6.3%31.5%-0.9%8.1%中部地区10.2%-6.7%27.6%8.0%1.3%西部地区15.6%-2.4%26.2%-1.1%9.0%东北地区-0.2%-19.8%2
36、8.2%-6.6%7.0%010,00020,00030,00040,00050,00060,000200222023202320221-226.6%59%20221,005385201859%79%191-528.515.6%amsdata2023761|2023.55804,8002450600BA2023421.3+2023-9-232023-7-282022-2-420230%10%20%30%40%50%60%70%80%90%100%200212022ABC201820222022-0.2%-9.3%0.2%3.0%3.5%3.7%6.2
37、%8.0%-12%-10%-8%-6%-4%-2%0%2%4%6%8%10%20237202336.454%1,864 81%62|2023.Silvia Zeng Yang MJacky ZSissi Lu Daniel YBruce PTinaGSherril SHeraZJacky ZRebecca LJiemin WJonathan WWaimanSVeronica XSissi Lu 20235723661164101201B2801-03A230800455+886 2 8758 9898+86 10 5
38、922 1300+86 20 2338 8088+86 532 8579 5800+86 755 8826 6608+86 29 8932 9800+886 2 8758 9899+86 20 2338 8118+86 532 8579 5801+86 755 2263 8966+86 29 8932 .tw9793129T28022223408+852 2846 50006200041300051+852 2845 9117+86 28 6680 5000+86 571 8196 5988+86 21 6393 3333+86 22 5901 .hk+86 286680 5096+86 571 8196 5966+86 21 6393 30805A6H452201A213908-09+853 2871 88224000013430030+853 2871 8800+86 23 6370 8588+86 25 8966 0660+86 24 3195 8555+86 27 5959 .mo+86 23 6370 8598+86 25 8966 2023