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1、Cushman&Wakefield|420251.29110.60.517.8%3.1%29.720272,44220253,5253270.18.3%1.0%14.020258%20251,244,2004,113,1002026157,732(521,42712.7%67%700850Cushman&Wakefield|5Cushman&Wakefield|62.8%2025GDP5.3%5.0%中国内地物流业景气指数6.0%51.1%(四月)50.6%(五月)50.8%(六月)Cushman&Wakefield|7Cushman&Wakefield|82025747.110.4%2025

2、20257.1%0%10%20%30%40%50%60%03,0006,0009,00012,00015,00018,000Cushman&Wakefield|9Cushman&Wakefield|10S:3.32025Q2V:8.3%2025Q2:138.6 S:4.1Cushman&Wakefield|11102030405060700%10%20%30%40%Cushman&Wakefield|12110.61.29Cushman&Wakefield|132025/21%2024Cushman&Wakefield|14Cushman&Wakefield|1559.602040600204

3、020252025Cushman&Wakefield|16304.5%35.3/1.521.6%3pl3.0524.5%72901020304050上海020406051015202520252025Cushman&Wakefield|171.1710.6%3.5%37.7/2.7%47.8/3pl7.2%2025202506121824020406002040Cushman&Wakefield|18,11.6%0.3%25.4/3.213.8%27.6/06120714212835010203020252025Cushman&Wakefield|196.9051015714212835510

4、1520253020252025Cushman&Wakefield|20Cushman&Wakefield|21202515.10.5 0.00.51.01.52.02.53.03.54.04.5Cushman&Wakefield|2220254517%15%(PMI)2025549.020255560(TEU)0.6%54202122%0.18.3%20234005.6%1.0%14.035.3 -5 10 15 20 25 30 35 4005101520012345678910 11 12 13 14 15 16(/)(%)2025 Q12025 Q2Cushman&Wakefield|231072,000128,000120,20033,900BLotus Fine Arts25,40020251072,0001 28,000主要租赁成交主要租赁成交EPRC3PLs20258%Cushman&Wakefield|24Cushman&Wakefield|25Cushman&Wakefield|26物流地产联系人Cushman&Wakefield|