1、 2024030405060708091112131415161718192021222324252728293031323334353637383941424344464748495152532 2025TMT2024202471.81.5143.363.2%59.938%1.583.460.1%6.2%3.9%2.7%2.8%1.52.2%2.4%100/|202432024487,8953.5%GDP44.5%2.2123.7%0.73.9%202421832.96%20252120242024202521160928210%6%53.3%20242024Z20242110.2%2023

2、0.37.3%0.10.50.410.8%0.52024213.320252120242024202521 2025|202420243C420242024“”“”2024“”2024“”5.032024202420247.610.5%20245.423.0%5.427.4%202420248.114.1%202024201.1202319.9%2024120.2%0.1%0.2%0.1120.3%0.3%0.4%20249.0%4.0%3.1%202520252025 20252024|20245202424949900202410%20242420247808%94920242002024

3、242025 2025|20246研究部专题文章IFR2022 597 2030 2020 CAGR16.1%2017 64 2024 251 20%2025100IDC202313.8202217.6%RaaS 20257122024 2024 研究部专题文章1560%70%60%2023UREURE。2025128长租公寓有限服务型酒店消费医疗养老公寓月子中心研究部专题文章202411282022()20351.21,00020234,000220234301.32023202820255.9%20301,800 20251 201020232035291()10 202518,346 1

4、29,000 12.6%251.1-16.1%0%3%6%9%12%15%18%020406080100120201920202021202220232024CBD|202411138,800661,600|2024149,600476,30078,80070,700122,40016.4%0.21.516,4000.60.829.0%3.7%15.3%4.1%13.8%476,300 平方米661,600 平方米23.2%179.9元-14.7%跌幅加快0%5%10%15%20%25%050100150200250201920202021202220232024 202512 2025|20

5、2420247.721.0%12020252025294,000 329,000 21.0%152.3-7.8%0%5%10%15%20%25%02040608010020192020202120222023202413 2025|20242024102.124.4%2.8%12150881,000 926,000 24.4%159.1-7.5%0%5%10%15%20%25%30%35%030609012015018021020192020202120222023202414 2025|20242024-2,7008.5202431.1%1.30.86202481.5/2.9%27.9%10

6、%26.6%21.5%14.4%C1.3168,500 296,400 31.1%73.1-12.1%0%10%20%30%40%02040608020192020202120222023202415 2025|2024202510,425 0 35.9%76-5.7%0%10%20%30%40%50%051015202520192020202120222023202416 2025|202420244.06.344%1,00050020243238%3.5117.320240.93.635.0%68/7.5%100/6.6%20234-52024202539,600 320,100 35.0