第一太平戴维斯（Savills）：2025年全球工业与物流行业租户市场洞察报告（英文版）（8页）.pdf

1、S P O T L I G H T O N T H E I N D U S T R I A L&L O G I S T I C S S E C T O RSPOTLIGHTSavills ResearchGLOBAL OCCUPIER MARKETS 20253SPOTLIGHT ON THE INDUSTRIAL AND LOGISTICS SECTOR Key TakeawaysThe industrial and logistics sector is navigating a new era defined by turbulence and transformation.Amid s

2、hifting tariff regimes,geopolitical tensions,and escalating climate risks,businesses are under growing pressure to adapt.In response,occupiers are rethinking their real estate strategies with a focus on resilience,agility and futureproofing.Global warehousing costs rose by 3.6%over the past year,mar

3、king the third consecutive year of slowing growth.This trend reflects a market in transition,as post-pandemic momentum gives way to more cautious occupier behaviour in the face of geopolitical and macroeconomic uncertainty.Increased supply in some markets also tempered rental increases.80%of respond

4、ents in our survey of the Savills global network report leasing decision delays,driven by the shifting tariff environment.In Asia Pacific,40%of respondents report that planned capital investment projects are being delayed due to uncertainty in the market.Occupiers of industrial and logistics space a

5、re rethinking site selection criteria.While access to transport infrastructure and labour remains critical,these priorities are weighed alongside growing power demands,the increasing need for smart,tech-enabled facilities,and a shift towards greater automation.Global cargo volumes surged by 7.3%in 2

6、024,reaching 504.7 million twenty-foot equivalent units(TEUs)across 50 of the worlds largest ports.While all regions saw growth,the greatest increases were in North America and China,partly due to shippers front-loading cargo in anticipation of potential tariff changes.45SPOTLIGHT ON THE INDUSTRIAL