世邦魏理仕：2022年澳大利亚酒店业概况与2023展望报告（中译版）（39页）.pdf

1、Confidential&Proprietary|2022 CBRE,Inc.1Confidential&Proprietary|2023CBRE,Inc.1Hotels AustraliaOverview and OutlookPACIFICCBRE|Research2CBRE RESEARCH 2023 CBRE,INC.Hotels|Q1 2023Key Points-Even with a recovery in Australians departing for overseas,domestic travel continues to drive the Australian to

2、urism industry.-Although international visitation is firmly in recovery,short term overseas arrivals remain 40%below pre-pandemic levels.The reopening of Chinas borders will be key to the rate at which our inbound tourism economy recovers in 2023.-Exceptional growth of performance indicators in 2022

3、-Average Daily Rate(ADR),Occupancy and Revenue Per Available Room(RevPar)-but expected to moderate in 2023.-New supply for the time being will be largely limited to projects already under construction.A wave of premium stock will land in the major capital cities over 2023 and 2024.-Transaction volum

4、es in 2022 were above the 10-year average by volume and number.Significant equity capital is on the sidelines waiting for signs of interest rate and inflation stabilisation.HOTELS|2023Hotels Australia104mn TripsTOURISM23%ADRDEMAND RELATIVE TO 20198,400+NEW ROOM SUPPLY IN 2023+2024$2.14 bn2022 TRANSA

5、CTIONSFigure 1:Short term Overseas Arrivals vs Australian Departures Source:ABS,CBRE Research-23.51%-38.08%-40.00%-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%0100,000200,000300,000400,000500,000600,000700,000800,000900,0001,000,000Short term australian residentdeparturesShort term overseas

6、arrivalsChange on YE Sept19 Number of arrivals/departuresNov-19Nov-22%changeNote:Arrows indicate change from previous quarter.3CBRE RESEARCH 2023 CBRE,INC.Hotels|Q1 2023Figure 2:Domestic Travel Nights by State Three Months Ending Oct 2019 vs Oct 2022 Domestic VisitationHome sweet home-maintaining mo