莱坊国际：2025年下半年非洲工业地产市场监测报告（英文版）（15页）.pdf

1、1A F R I C A I N D U S T R I A L M A R K E T D A S H B O A R D-H 2 2 0 2 5A F R I C A I N D U S T R I A L M A R K E T D A S H B O A R D-H 2 2 0 2 52The African industrial and logistics sector remains one of the most resilient and best-performing asset classes in H2 2025MARKET OVERVIEWAfricas industr

2、ial and logistics sector continues to demonstrate resilience un-derpinned by e-commerce,infrastructure investment,and the increasing formal-isation of supply chains.E-commerce remains a dominant demand driver.In Egypt,the e-commerce market reached approximately US$10.2 bn in 2025 and is forecast to

3、grow at a 1314%CAGR.Nige-rias B2C e-commerce sales are projected to exceed US$33 bn by 2026,while South Africas market is valued at US$41.9 bn in 2026.Across most African markets,modern,purpose-built industrial and logistics facilities continue to outperform older stock.Vacancy rates have tightened

4、in several markets,including South Africa(c.5%),Botswana(modern warehouse occupancy improving to 83%from 75%year-on-year),and Zambia(prime logis-tics occupancies exceeding 75%).In contrast,older facilities characterised by low eave heights,limited yard depths,and inefficient loading infrastructure h

5、ave experienced declining occupancy levels.Tenant requirements are increas-ingly standardised.A good example is in Uganda,where demand is centred on 710 metre eaves,reinforced concrete floors capable of supporting high racking loads,multiple loading bays,and adequate truck circulation.Proximity to s

6、uppliers,cus-tomers,and arterial routes linking CBDs to regional logistics corridors remains a critical site-selection criterion.Industrial rental rates across the markets we track remain broadly stable,reflect-ing balanced demandsupply dynamics.7-10 MetresUS$10BnStructural preference of warehouses