臻量：2022年第四季度长三角城市群非保税高标物流地产市场概览报告（英文版）（23页）.pdf

1、YRDJanuary 2023ResearchYangtze River Delta Non-bonded Grade A Logistics Real Estate Market OverviewQuarterly Report Q4 202201YRD Macroeconomic Overview02YRD Non-bonded Grade A Logistics Real Estate Market OverviewYRDs Share in Chinas Total GDP,202224.0%YRDs Share in Chinas Total Population,202116.7%

2、YRDs Share in Chinas Import&Export Volume,202235.8%YRDs Share in Chinas Total Retail Sales,202225.3%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 Area

3、 of the YRDAnhuiJiangsuZhejiangShanghaiYoY Nominal Growth,Q4 2022+7.5%Growth vs Q3YoY Nominal Growth,2022+5.2%Growth vs 2021YRDs Overall Economy Remained Stable in 2022YRDs GDP,2019-2022(Billion RMB)Q1Q2Q3Q404YRD Non-bonded Grade A Logistics Real Estate Market Overview Source:National and Local Bure

4、aus of Statistics,ZhenLiang Asset Management PlatformYRDs Consumer Market Seen Contraction in 2022 Due to COVID SurgeYoY Nominal Growth,Q4 2022+0.6%Growth vs Q3YoY Nominal Growth,2022-0.3%Growth vs 2021YRDs Retail Sales,2019-2022(Billion RMB)Q1Q2Q3Q405YRD Non-bonded Grade A Logistics Real Estate Mar

5、ket Overview Source:National and Local Bureaus of Statistics,ZhenLiang Asset Management PlatformYRDs Secondary Sector Continued to Grow Steadily in 2022YoY Nominal Growth,Q4 2022+4.2%Growth vs Q3YoY Nominal Growth,2022+6.3%Growth vs 2021Value Added of Secondary Sector of the YRD,2019-2022(Billion RM

6、B)Q1Q2Q3Q406YRD Non-bonded Grade A Logistics Real Estate Market Overview Source:National and Local Bureaus of Statistics,ZhenLiang Asset Management PlatformYRDs Freight Turnover in 2022 Showed ResilienceYoY Growth,Q4 2022+1.1%Growth vs Q3YoY Growth,2022-1.3%Growth vs 2021Freight Turnover of the YRD,