1、2022202220222022202320222120222022(M1)2023202220232|2023.004119051433|2023 仲量联行版权所有.202201Top10西安0205030406071008093月，西安都市圈发展规划获批3月，三一集团落户西咸新区651007月，“十西欧”国际货运班列首开+177月，首家超导重离子基地落户西安7月，比亚迪新项目签约西安1503,9098月，西安太古里启动招标,815.2453,31220258月，丝博会签订项目2,309个1.5389月，西安将设哈萨克斯坦总领事馆9月，隆基绿能单晶

2、电池项目投产202330041012月，西安东站进入正式施工阶段39.44|2023.5|2023.202205003003504001.011.101.191.282.062.152.243.053.143.234.014.104.194.285.075.165.256.036.126.216.307.097.187.278.058.148.239.019.109.199.2810.0710.1610.2511.0311.1211.2111.3012.0912.1812.276*7810113、42023112224.7280.3247.6260.40.811.111.

3、041.650.01.02.03.00.0100.0200.0300.02022279.02021252.62020239.02019158.0126|2023.20227|2022 仲量联行版权所有.+9.5%-24.9%+24.2%+7.1%+13.1%+51.9%+39.5%2,191.2-7.1%-6.7%2095.9-15.4%95.34,072.3+1.2%+17.8%2,551.3-18.2%1,521.0GDP:8,262.72022GDP4.0%:1,295.3202120221-117|2023.20223.1%4.7%0%2%4%6%8%10%12%14%16%20112

4、0000212022*2023*GDP2022GDP3.0%4.0%GDP*202220232023GDP5.2%5.5%*0%2%4%6%8%10%12%14%2000020202|2023.20222019-60%-45%-30%-15%0%15%30%45%-024030020000001911201

5、900220200320200420200520200620200720200820200920200222222202202203202204202205202206202207202208202209202210202211*172.5%202319|2023.*2022-30%-20%-10%0%10%20%30%40%50%111

6、1011-30%-10%10%30%50%70%90%110%0|2023.2022-15%-10%-5%0%5%10%15%20%25%30%2000020202120221-11-60%-50%-40%-30%-20%-10%0%10%20%30%40%20020202|2023.2022-10%0%10%20%30%40%50%-1,00001,0002,0003,0004,0005

7、,0002000020202120221-11111.682023112|2023.20222022GDP4.0%1.0119.5%24.2%13.1%51.9%39.5%111.2%17.8%18..27.1%6.7%15.4%2023202313|2023.202214|2022.2022“211.5478.9676.9189.9380.36.021.626.410.423.59.58.5-9.4-10.121.131.8%33.1%11.9%15.2%18.5%/95.062.9364.0648.

8、823.420222023115|2023.16|2023.2022“17|2023.2021;20222022,202220221-1027.3%48.8%33.0%29.9%20229.520%20223202302220226.9211.5478.927.66.021.617.99.58.532.7%-0.0-2.7+1.3/72.6-2.1%95.0-1.7%62.9-2.4%33.1%31.8%2023118|2023.2022202202004006008001,0001,2001,4001,600亿元05,00010,00015,00020,00025,00

9、030,00035,00040,0002022GDPGDP2022*2023120|2023.*2005060708090 100 110 120 130 140 150 202250%2022202220229.523.0%10.0%23.1%17.6%20.8%27.3%27.5%28.1%17.6%20.5%21.0%21.6%-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%-92.4%-82.5%-90.2%

10、-106.3%-142.8%2023121|2023.31.8%38.7%19.4%20220%10%20%30%40%50%60%70%80%007080200020202120-202|2023.202263.031.8%2023123|2023.-10%0%10%20%30%40%50%-50544200222022210%5%10%15%20%25%30%35%40%45%50%0102030

11、4050607080902000-204|2023.20224.0183.4%33.1%0.82023125|2023.-10%0%10%20%30%40%-50523492020202229.5202131.8%2.720228.539.0%“26|2023.2022010202022-2.76.036.4-2.0-10.527|2023.20231202220226.024.0%690.5211.

12、521.6478.92“28|2023.2022376,10033.5%-4.8134,90022.8%-0.8649,40035.1%-1.7690,50031.0%-0.5209,20027.8%-11.855,30030.1%+8.229|2023.2023120221,419,00039.5%+2.31,368,70031.7%-0.3819,00032.2%+3.030|2023.2023158,40018.0%+10.8 896,40025.1%-0.8147,80021.5%+6.0.520221.935.1%1.031.0%8.210.86.1202231

13、|2023.“202220221.50%10%20%30%40%50%60%70%80%90%100%2022020222023133|2023.2022202.5%17.6%23.1%16.5%9.5%6.6%6.1%10.0%7.5%8.6%6.7%7.3%0%10%20%30%40%50%60%70%80%90%100%2021202213.8%11.4%1.6%17.1%30.3%10.1%17.3%16.0%14.1%11.5%15.9%020,000 40,000 60,000 80,00027.3%10.8%2.5%16.8%2.4%7

14、.5%2023134|2023.2022 202210.0%78.4%300 1,0002022202143.8%12.5%2,0001,500-2,000500-1,-4003002023135|2023.20225.1%5.8%47.0%39.0%2.4%0.7%46.9%23.8%13.2%11.3%IT 1-10776.213.0%IT 1-112,022.330.0%202216.6%2023136|2023.20221-110.9%6.5%202253.0%6.217.6%0%20%40%60%80%100%2021202265.6%36.1%23.4%1

15、6.4%9.4%14.0%0.8%2023137|2023.20222.9%16.4%31.7%35.0%14.0%54.9%31.9%23.0%29.9%15.7%25.6%6.4%12.6%20221-1033%39.7%49.8%55.5%46.8%39.1%3.5%5.4%2023138|2023.202220222021202217.6%16.6%10.0%8.6%7,00020251217.6%53.0%6.2“39|2023.20222022GDP5,137.21.6%1-102,893.66.5%202210.0%3001,000“20227500IT202216.6%IT2.

16、6180%“40|2023.20221-1033.0%2.939.7%41|2023.202254.9%43.5%23.0%20.5%15.7%25.2%6.4%10.7%2021202262.4%41.4%55.5%54.2%35.2%46.2%39.4%41.1%2.4%12.5%5.1%4.7%0%10%20%30%40%50%60%70%80%90%100%2022202155.5%51.2%39.1%45.4%5.4%3.4%2023142|2023.2022202261.2%58.3%8.49%12.80%3.1%3.1%0%10%20%30%40%50%60%70%80%90%1

17、00%202120222,000 1,500-2,000 1,000-1,500 500-1,000 400-500 300-400 30030058.3%2.95006005004002023192|2023.*2022-50%0%50%100%150%200%250%300%-300306090-1010-1515-2020-2525-3030-3535-4040-50501.2/-20222023193|2023.0%120%240%360%480%600%720%840%960%1080%1200%020406080

18、0022100%100%20222.%10%20%30%40%50%60%70%80%02,0004,0006,0008,00010,00012,00014,00016,0002014 2015 2016 2017 2018 2019 2020 2021 2022*2023*2024*2025*2022022594|2023.*.2015-20251,6691,9042,2142,6913,1993,1503,5754,0584,6065,2275,933-5%0%5%1

19、0%15%20%25%-1,20001,2002,4003,6004,8006,0002000212022*2023*2024*2025*20231The North Face ONEBOX 3.0G-Park202295|2023.*.1/204896|2023.20220500300350050030035020020202120224.2/22022,5%,16%PreA,7%A,20%A+,7%B,9%B+,3%C,8%D,4%

20、D+,1%Pre-IPO,1%,19%55%B20%IDCIT2023197|2023.20225.20222023552025302022202298|2023.20226.202210%20%30%40%50%60%20202021202225.7%40.0%24.3%3.2%4.3%2.5%1010-2520-3030-.4%42.7%19.7%12.2%11-1516-2526-359&11Gpark3199|2023.2022-100%-50%0%50%100%150%200%-202468101

21、22000000020003202004202005202006202007202008202009202002222222022022032022042022052022062022072022082022092022102022117.1/22019*550.1%2

22、0231*100|2023.20227.2/2204060800200212022Q3200212022Q3200212022Q3200212022Q3200212022Q3200212022Q3200212022Q320230100100101|2023.20228.20.0%17.4%-41.5%-31.3%22.4%-17.1%-44.5%-51.0%19.5%20.

23、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 H1-60.0%-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%6202052020720209202023202252022720229202211Wind20231102|2023.2022

24、HOKAVolcom“103|2023.20222022%ArabicaM StandMannerTim Hortons202220221-11179.926.6%20222022“104|2023.20222022-6.2%-4.6%-28.1%-40%-30%-20%-10%0%10%20%30%40%-80-60-40-200204060802022016-102/03040520231106|2023.202250%50%20222022202220211018NEWORLD2022122340%20232925107|2023.2022KTVG-super202

25、312022108|2023.2022-30%-20%-10%0%10%20%30%40%---1-----1---110%5%10%15%20%25%30%---1--92020

26、1-1---1--920221-11*20231*109|2023.202224.6%53.8%75.4%46.2%20231110|2023.2022-2%0%2%4%6%8%10%12%14%16%-20020406080020000222023*2024*2025*2026*空置率20231*|2023.2022&02040608010020232

27、024202520260204060802023202420252026202320242025202620231113|2023.20220500600200002120222023*2024*2025*2026*/Axis Title202520231*26114|2023.20222021SKPSKP100+80+2394440513095100+93033463911810SKP20231115|2023.2021202205

28、00&20%56%0%20231116|2023.202201,6003,2004,8006,4008,000050002500/2018-2022/20201833441105,00010,00015,00020,00025,00030,00035,000020406080100120140/20231117|2023.2022“SKP330%202050%45Sams ClubX118|2023.119|2023.2022380.323.521.1/23.418.5%2022+1.3-3.9%-8.

29、4-29.-202220231120|2023.202220226.25.06.06.231121|2023.20220%10%20%30%40%50%02040608020002020212022-15%0%15%30%45%60%-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 420002020222|202

30、3.20222022/44%28%22%6%2022370,0001.4%-20.3381,900 12.3%10.2234,900 7.4%-7.41,183,300 29.0%12.4809,700 13.2%-2.6347,500 5.1%-12.320231123|2023.20222022-10%-8%-6%-4%-2%0%2%4%6%52831341 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 42000192

31、02020212022/%24.4 -0.9%20.1-9.7%23.5-0.9%28.50.0%27.9 0.0%28.3-1.5%20231124|2023./%02220222022202223.521.118.7%20221-11-4.5%-9.712.429.0%“127|2023.20227.4%2.3%12.3%-2.8%3.7%0.0%8.4%-11.3%18.6%-10.7%-12%-6%0%6%12%18%24%30%-2,000-1,00001,0002,0003,0004,0005,00020222202

32、2220212022202-1120231*128|2023.2022-30-20-506070-300-3004005006007002022202242022520226202272022820229202210202211%20231129|2023.20222022202220221113.1%-7.1%20221-11272.5%85.852%“131|2023.202293202315GW202244.2%3.9%23.4“132|2023.202299.2%77.7%83.1%59

33、.6%32.4%26.7%-40%-20%0%20%40%60%80%100%120%20222202232022420225202262022720228202292022220231133|2023.20229.4%52.0%7.2%39.4%59.5%74.7%77.6%99.2%77.7%83.1%0%20%40%60%80%100%052.012022.022022.032022.042022.052022.062022.072022.082022.092022.102022.112022.1220231134|2023.202220221

34、-11220.9%7.1%59.0%312.2%121.0%170.2%169.3%139.9%1.1%46.6%33.2%31.8%176.8%50.1%50.8%02040608001800%50%100%150%200%250%300%350%400%x 10000721.7%20231135|2023.20220204060800TCLGW202220212.12.34.65.090.8%10.6%83.7%9.3%0%20%40%60%80%100%120%002120202021GWHPBC20231136|2023

35、.2022137|2023.4S“20222022GDP+2023“139|2023.2022+20231140|2023.20220%10%20%30%40%020406080200002120222023*2024*2025*-5%0%5%10%15%200020202120222023*2024*2025*20231141|2023.*40GDP50%“142|2023.143|2023.2022202313.1%4.7%0%1%2%3%4%5%6%

36、7%8%9%10%20000202021 2022*2023*GDP0%5%10%15%20%25%------------09144|2023.*222022429(00997)145|2023

37、.Real Capital Analytics2023115.6605203040506070809020022 20226115.62.620220%10%20%30%40%50%60%70%80%90%100%20020202120220%10%20%30%40%50%60%70%80%90%100%2002020212022100%20226%223146|2023.Real Capital Analytics2023120225REITS0%10%20%3

38、0%40%50%60%70%80%90%100%REITS-202120220%10%20%30%40%50%60%70%80%90%100%REITS-202120225147|2023.Real Capital Analytics202322022100%42.915.665202220220100%10.3%148|2023.2022REITs 4110.255,000AMCREITs5REITs12REITs5AMC12IPOAMC792,000149|2023.2022REITsAMC150|2023.Jack

39、y 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 11

40、049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 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

41、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 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