戴德梁行：2025年第一季度厦门写字楼和零售物业市场概况报告（17页）.pdf

1、2025-2-14.6%-7.4%-28.0%-23.0%-32.0%36,801.931,032.521,106.215,268.813,361.912,282.25,995.48,589.01.1%0.0%5.3%4.2%0.9%0.5%0.3%3.1%1,779.0 1,882.7 1,377.4 1,051.3 961.5 1,048.5 894.1 532.7 20234.3%2.6%6.1%4.3%2.2%2.1%2.2%4.8%81,12383,43664,34669,65870,08846,38176,1182024-3/2025/7,453.00.821.66,8052024

2、G032025/8,755.31.424.04,0572025P0220259,042.31.005.42,0492025P0320259,973.91.011.18,9782024G052025/64,640.71.963.01,0112025JP01-4/2025/14,582.932.554.451,26052,5422025P042025/32,386.110.202.015,83916,0002025HP012025/16,559.13.492.110,03510,0002025TP012025/74,114.713.761.910,01610,068T2025P012025/14,

3、704.314.702.441,29242,0002025P0501-60%5%10%15%20%25%30%35%40%45%050,000100,000150,000200,000250,000300,000350,000400,000450,0002013201420152016201720182019202020212022202320242025Q10204060801001201402013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 20242025 Q1/1,572,500087.928.1%12,053-7/1,572,

4、500/92.324.6%96.233.8%76.719.1%88.726.1%74.244.2%-82025-2028F0100,000200,000300,000400,000500,000600,0002025F2026F2027F2028FA1-930%28%15%14%TMT13%4,000A1,580A1,000SM880-102025157.312,0537,01571.8%0.828.1%0.8%1.4%0.7%0.2%0.4%87.95.833.8%1.4%13.7%96.241.802-120%2%4%6%8%10%12%14%16%(100,000)(50,000)050

5、,000100,000150,000200,000250,000300,000350,000400,0002013201420152016201720182019202020212022202320242025Q1/3,047,700 0442.912.6%-300-01002003004005006007002013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 20242025 Q1-133,047,700/31.2493.312.2%68.8587.521.4%SM47.1837.57.1%56.7373.313.1%31.3244.

6、015.9%69.7293.35.8%SM-142025-2028F050,000100,000150,000200,000250,000300,000350,0002025F2026F2027F2028FSMTOD K11 Select-15050,000100,000150,000200,000250,000300,000350,000400,00020152016201720182019202020212022202320242025F2026F2027F2028FSM