蓄力謀勢(shì) 待時(shí)而動(dòng)-2024年二季度大中華區(qū)物業(yè)摘要-2024

2024jll.com? 2024030405060708091011131415161718192021222324252627

29303132333435363738394041434445464849505153545556572???2024202449.7,1.523.6,3,0003,00019%26.146%

1.538.612.7%,2.1%1.8%1.52.2%1.8%|

20243?2024202423.63.7%GDP60.5%4-6%202421293.620.4%206.921.0%21108021202410.3%0.23.0%

1.8%210.72170080 701.5SKP2024|

2024???4?202420245

175.1730005.1720242024

1-65.310.1%4.02.810.4%

1-623.6%4.819.0%4.021.9%20202420287141.3%60.5%0.20.7%0.6%0.2202420247517??|

20245?20242024202412223%22436%7%8020242436928%5612024|

2024???6?2024?20242024

36559,000202326.1%152CBD202440%CBD10%CBD25%CBDCBD

7%CBD2023202460%25%25%2,00040%120242CBD720122020202220232023208?2024Tier

0.5Tier

0.5Tier

0.5”9?20242023[1]20232022202350,0002023[2]20,00010,00025%[1][2]

“10?20242019?2023201882.2%-201870.5%201316.2%83.8%

201354.9%50.8%?26.1%2018202392%20241.3%2.3%2023 20246.5%

3.6% 2.3%

1.7%20232018201889%57%2018?2023 2.120242018 1.52.1?201438%202318%2023201818.2%53.0%Clockenflap12016-202322016-2023** 2024

311?202412???20230.312.1%B,3.3%,,2024202411.3%

(YTD) -37,500

(YTD) 0

12.1%

304

-12.7%

18%15%12%9%6%3%0%-3%120100806040200-202019 2020 2021 2022 2023YTD

2024YTDCBD|

2024YTD?132024??261,050?|

20242024115,70040,3710.3315.6%220,6790.530.1%4.6%3.8%

(YTD) 174,000

(YTD) 359,000

23.5%

196.4

-10.8%

-4%4%12%20%28%1801601401201008060402002019 2020 2021 2022 2023YTD

2024YTDYTD?142024???|

20242024TMT21.0%20192.020242.1%12100

(YTD) 111,000

(YTD) 100,000

21.0%

161.7

-5.3%

0%5%10%15%20%25%0204060801002019 2020 2021 2022 2023YTD

2024YTDYTD?152024???|

2024202420241.024.6%12160

(YTD) 331,000

(YTD) 286,000

24.6%

165.6

-8.8%

35%30%25%20%15%10%5%0%21018015012090603002019 2020 2021 2022 2023YTD

2024YTDYTD?162024???|

2024202380.1

//2.3%0.2201535.114.3%14.

615.8%2.94.22.229.6%0.9469.67.9%202420235

(YTD) 64,000

(YTD) 43,000

29.6%

80.1

-9.1%

0%10%20%30%40%0204060802019 2020 2021 2022 2023YTD

2024YTDYTD?172024???|

202461%20241,35020247.420212024400411.71.128.6%0.135.8%83.6

(YTD) 12,000

(YTD) 0

35.8%

73.2

-0.5%

0%10%20%30%40%50%05101520252019 2020 2021 2022 2023YTD

2024YTDYTD?182024??6?|

202420242,5004,0002,00011%1,000-2,0001634.9%0.74.532.8%202472

//105

//1.9%1.0%90

(YTD) 2,500

(YTD) 59,000

32.8%

72.1

-5.8%

0%10%20%30%40%0204060802019 2020 2021 2022 2023YTD

2024YTDYTD19?2024?11.7??7.0%69.3

//|

20242ICFC

A11.7391.1202411.42.8-0.22.230.3%1.7%7.0%69.3

//2024

(YTD) 11,000

(YTD) 248,000

30.3%

69.3

-7.0%

-10%0%10%20%30%40%-100102030402019 2020 2021 2022 2023YTD

2024YTDYTD?20202436%30%24%18%12%6%0%3025201510502019 2020 2021 2022 2023YTD

2024???|

2024TMT3711520.137.1%0.11.5%56

/1.6%69

///202415737132

(YTD) -1,300

(YTD) 0

32.8%

55.9

-6.1%

YTDYTD21?2024???|

202421%19%14.368.3908.7312.70.837.0%2.91.6%80.7202425YTD

(YTD) 45,000

(YTD) 83,000

37.0%

80.7

-9.1%

0%30%20%10%40%50%030201040502019 2020 2021 2022 2023YTD

2024YTD22?2024|

20243.614%20241.724.6%84.32024//1.1%2024·IGC

B·342.3%

(YTD) 55,000

(YTD) 0

24.6%

84.3

-3.3%

0%10%20%30%40%50%010203040502019 2020 2021 2022 2023YTD

2024YTD???YTD?232024???|

202423.3%0.826.5%1.725.0%84,15728%20%2024

61280.9%991.0%20241120244720242024

(YTD) 56,000

(YTD) 0

23.3%

128

-4.1%

30%25%20%15%10%5%0%60504030201002019 2020 2021 2022 2023YTD

2024YTDYTD?242024?2024?|

20241.72.6T19.

15202571.024.1%1.529.8%1.71.73.42.71.920244432024

(YTD) 26,000

(YTD) 91,000

29.8%

104.1

-4.7%

0%10%20%30%40%50%010203040502019 2020 2021 2022 2023YTD

2024YTDYTD?252024??2024?|

2024

(YTD) 502,000

(YTD) 1,506,000

13.6%

49.7

-8.1%

-10%-5%0%5%10%15%-4-202462019 2020 2021 2022 2023YTD

2024YTDYTD?262024??2024|

2024

(YTD) 25,000

(YTD) 97,000 7.3%

1,345

7.4%

0%2%4%6%8%10%051015202019 2020 2021 2022 2023YTD

2024YTDYTD?27202428YTD???|

202424.932024202338.51.47.8%0.9%1.8%15%20249320240.2

(YTD) 66,000

(YTD) 201,000 4.5%

771

0.9%

-10%-5%0%5%10%15%6050403020100-10-20-30-402019 2020 2021 2022 2023YTD

2024YTD29?2024???|

202420242,300-9.2%12.5%910.3%13.2%0.4%0.9%2024

(YTD) -13,000

(YTD) 0 9.2%

1,401

-0.7%

25%20%15%10%5%0%-5%-10%2520151050-5-102019 2020 2021 2022 2023YTD

2024YTDYTD?302024???|

202420241.8%3.9%50%30%6.8%6.1%2.53.8%0.8%1.6%

(YTD) 65,000

(YTD) 116,000 5.0%

1,221.4

-1.2%

14%12%10%8%6%4%2%0%7060504030201002019 2020 2021 2022 2023YTD

2024YTDYTD?312024???|

202420241.8%4.3%30%20%7162.9%0.7%1277412

(YTD) 42,000

(YTD) 41,000 2.9%

1,035.0

-1.3%

0%1%2%3%4%5%10090807060504030201002019 2020 2021 2022 2023YTD

2024YTDYTD?322024???|

20245CmallCyPARK42.41,19620245,068.32.2%2.7%0.911.3%365.5

//0.5%BIGOFFSCharles&KeithKTV31.1

(YTD) 467,000

(YTD) 489,000 11.3%

365.5

-2.0%

0%3%6%9%12%15%03060901201502019 2020 2021 2022 2023YTD

2024YTDYTD33?2024???|

20241—58.3%42%32%23%——8.719932024292.2

//1.4%0.2%160

(YTD) 92,000

(YTD) 139,000 12.6%

292.2

-0.2%

18%15%12%9%6%3%0%-3%-6%6050403020100-10-202019 2020 2021 2022 2023YTD

2024YTDYTD34?2024???|

2024Mall5020245810.68.1%191

/2024/1.4%3.4%

(YTD) 4,000

(YTD) 0 8.1%

191.2

-3.4%

10%8%6%4%2%0%-2%100806040200-202019 2020 2021 2022 2023YTD

2024YTDYTD35?2024???|

2024A34.5909.40.213.9%20231.4346.1

//2.0%202420

(YTD) 247,000

(YTD) 345,000 13.9%

346.1

-2.0%

0%4%8%12%16%20%03060901201502019 2020 2021 2022 2023YTD

2024YTDYTD36?2024???|

20244.9%5.1%

2.6%Tims

MannerHOKA SALOMOND0.269918.0%16.0%0.2IP“37LOUNGE

2.0”16233

//0.7%1.8%202423

(YTD) 27,000

(YTD) 0 16.0%

233.2

-1.8%

0%4%8%12%16%20%0204060802019 2020 2021 2022 2023YTD

2024YTDYTD37?2024???53006.1145.8%12.0%

39.6%2024

525.2925.937213.2%2024439.6

(YTD) 340,000

(YTD) 252,000 13.2%

372.2

-0.9%

15%12%9%6%3%0%-3%300-3090601501202019 2020 2021 2022 2023YTD

2024YTD|

2024YTD38?2024——21.5739.519.161-45.7%

5

63.2%0.5%11.4%BASEMENTFG

UNDEFEATEDILOVEGOODSILOVETOY|

2024

(YTD) 183,000

(YTD) 215,000 11.4%

328.1

-0.5%

-5%0%5%10%15%-3003060902019 2020 2021 2022 2023YTD

2024YTD???YTD39?2024|

2024202465,0008.9%0.29.7%0.3202432%Carrière

Frères LYDEEN0.4%0.5%20242024328.82025SKPIFC

(YTD) 113,000

(YTD) 65,000 8.9%

498

-2.3%

YTD0%3%6%9%12%15%40302010060502019 2020 2021 2022 2023YTD

2024???YTD40?2024???|

202442%19%13%1398%6394.1%0.24.0%0.20.115.20.719.90.610.51.720244602024

(YTD) 106,000

(YTD) 126,000 4.1%

463.5

-1.8%

0%2%4%6%8%10%0204060801002019 2020 2021 2022 2023YTD

2024YTDYTD41?202442???|

202464368.6%47215.8%27.4%1.5%1.8%YTD(YTD)1,426146-2.7%65,300-5.9%01,0002,0003,0004,0005,00020192020202120222023YTD

2024YTD43?2024???|

20245

2718930.2%1,78671.6%22718.3%2,01966.3%45.4%13.317.81.2%143,0002.7% 149,000176.71.2%6.8%2024YTD01,0002,0003,0004,000(YTD)702177-6.8%149,000-9.7%20192020202120222023YTD

2024YTD44?2024???202415%25%2670%715·1,7140.6%0.6%12YTD(YTD)1,71491.6-3.2%70,172-10.1%1,0002,0003,0004,0005,0006,000|

202403.2%20192020202120222023YTD

2024YTD45?2024???|

2024YTD(YTD)24240.35.9%37,013-5.6%60050040030020010002019YTD2020202120222023YTD

202446?20244710,00027.7435.315.8%1.1%2.4%202420244.0%

(YTD) 55,000

(YTD) 277,000

15.8%

51.2

-2.4%

25%20%15%10%5%0%-5%75604530150-152019 2020 2021 2022 2023YTD

2024YTD|

2024??5.315.8%2024YTD?482024???23.2%72.6201290%1.0%1.52202415012

(YTD) 43,000

(YTD) 1,016,000

23.2%

50.5

-1.3%

0%5%10%15%20%25%03060901202019 2020 2021 2022 2023YTD

2024|

2024YTDYTD?492024

(YTD) -23,000

(YTD) 28,000

3.2%

38.5

-0.3%

???0.63.2%0.3%1.63.4%202415|

2024YTD15%12%9%6%3%0%-3%100806040200-202019 2020 2021 2022 2023YTD

2024YTD?50202420246.46187.60.312.0%C2023202320242.6%19.520——

(YTD) -73,000

(YTD) 64,000

12.0%

19.5

-2.6%

30%25%20%15%10%5%0%-5%9075604530150-152019 2020 2021 2022 2023YTD

2024|

2024YTD??20232024?YTD?5120245220242023??2024220242023202317.6%2024K202422024