臻量：2023年第一季度珠三角地区非保税高标物流地产市场概览报告（英文版）（23页）.pdf

1、YRDMay 2023ResearchYangtze River Delta Non-bonded Grade A Logistics Real Estate Market OverviewQuarterly Report Q1 202301YRD Macroeconomic Overview02YRD Non-bonded Grade A Logistics Real Estate Market OverviewYRDs Share in Chinas Total GDP,Q1 202324.5%YRDs Share in Chinas Total Population,202216.8%Y

2、RDs Share in Chinas Import&Export Volume,Q1 202336.0%YRDs Share in Chinas Total Retail Sales,Q1 202325.8%03YRD Non-bonded Grade A Logistics Real Estate Market Overview Source:National and Local Bureaus of Statistics,ZhenLiang Asset Management PlatformRegional OverviewPlanning Scope of the YRDCentral

3、 Area of the YRDAnhuiJiangsuZhejiangShanghaiYoY Nominal Growth,Q1 2023+5.6%Growth vs 22Q1CAGR,Q1 2019-Q1 2023+7.5%Growth vs 22Q1YRDs Overall Economy Kept Growing Rapidly in Q1 2023YRDs GDP,2019-Q1 2023(Billion RMB)04YRD Non-bonded Grade A Logistics Real Estate Market Overview Source:National and Loc

4、al Bureaus of Statistics,ZhenLiang Asset Management Platform5,2214,9796,1216,6106,9805,8086,0926,9226,8146,0396,3897,0057,4826,5277,0117,5568,12320192020202120222023Q1Q2Q3Q4YRDs Consumer Market Recovered Quickly in Q1 2023YoY Nominal Growth,Q1 2023+6.2%Growth vs 22Q1CAGR,Q1 2019-Q1 2023+8.1%Growth v

5、s 22Q1YRDs Retail Sales,2019-Q1 2023(Billion RMB)05YRD Non-bonded Grade A Logistics Real Estate Market Overview Source:National and Local Bureaus of Statistics,ZhenLiang Asset Management Platform2,1691,8192,7432,7872,9602,1382,3762,8052,5592,1872,5032,6412,7952,4142,8292,9582,97720192020202120222023

6、Q1Q2Q3Q4YRDs Secondary Sector Continued to Grow Steadily in Q1 2023YoY Nominal Growth,Q1 2023+1.7%Growth vs 22Q1CAGR,Q1 2019-Q1 2023+6.4%Growth vs 22Q1Value Added of Secondary Sector of the YRD,2019-Q1 2023(Billion RMB)06YRD Non-bonded Grade A Logistics Real Estate Market Overview Source:National an