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莱坊国际:2025展望未来:英国制造业的演变及其对工业物流地产的影响研究报告(中译版)(16页).pdf

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1、Future GazingManufacturing evolution and implications for industrial and the evolving landscape of UK manufacturing,its influence on the industrial and logistics market,and considerations for investorsFUTURE GAZING 20253FUTURE GAZING 20252ForewordMARKET VIEWContentsLOGISTICS AND INDUSTRIAL SERVICE L

2、INES-KEY CONTACTS RESEARCH:Logistics&Industrial Research Claire Williams +44(0)203 897 0036AGENCY:Logistics&Industrial Agency Charles Binks +44(0)207 861 1146View online at MARKETS:Industrial Capital Markets Johnny Hawkins +44(0)207 861 1519 Will Gubb +44(0)20 7861 1595 European Logistics Capital Ma

3、rkets Richard Laird +44(0)207 861 1663CONSULTANCY SERVICES:Valuation&Advisory Roger Young +44(0)207 590 2464 Giles Coward +44(0)207 861 1679Business Rates Bjorn Bowles +44(0)20 7861 1102ESG Consultancy Jonathan Hale +44(0)207 861 1181AUTHOR:CLAIRE WILLIAMSOver the past twenty years I have seen the s

4、ector evolve.Away from the dominance of manufacturing and B2B distribution,with the growth of online retail driving demand for fulfilment and B2C distribution.While growth in online retail and the retail sector more broadly,continue to drive demand in the sector,we are now seeing additional sources

5、of demand rising out of a growing and evolving manufacturing sector in the UK.This is not simply a cyclical upswing or a resurgence in the manufacturing sector of yesteryear.Recent and future growth of manufacturing is dependent on new advanced manufacturing sectors and high-tech industries,and on n

6、ew drivers and new sources of demand.This shift in the nature of manufacturing has meant shifts in terms of the types of occupier businesses and their requirements for facilities,both in terms of specification and location.The locations and specifications of the properties occupied by manufacturers

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本文主要探讨了英国制造业的发展及其对工业和物流市场的潜在影响。主要观点包括: 1. 英国制造业预计到2033年将增长12%,为房地产投资者提供了显著机会。 2. 制造业占用者通常签订更长的租约(平均12.1年),以摊销在机械和定制装修上的重大投资,这为房东提供了稳定和可预测的收入流。 3. 政府激励措施,如全额折旧津贴,已促进占用者对工厂、机械和房地产的投资。 4. 制造业房地产的收益率通常高于物流资产,但由于设施的定制性质和与占用者相关的风险,收益率较高。 5. 绿色租约条款和可持续性是投资者日益关注的问题,但制造业占用者可能因成本和保密问题而抵制这些条款。 6. 西北部、西米德兰兹和东南部是制造业增长的关键热点区域,特别是在制药、航空航天和食品生产等领域。 7. 过去三年,制造业占用者占所有50,000平方英尺以上工业和物流空间的2800万平方英尺,其中一半以上在新建设施中。 8. 制造业的扩张预计将在未来十年加速,到2033年增长12%,这引发了未来对房地产需求的疑问。
英国制造业未来增长前景如何? 英国制造业对房地产需求有何影响? 投资者如何把握英国制造业增长带来的机遇?
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