2025亚太地区物流租户调查_21页_3mb

报告摘要

2025 Asia Pacific Logistics Occupier Survey Summary: Building Resilience

Overview:
The CBRE 2025 Asia Pacific Logistics Occupier Survey investigates logistics market dynamics amid global uncertainties. It highlights divergence in occupier sentiment across regions, with India showing strong optimism and China demonstrating caution but resilience. Key themes include supply chain adaptation, cost sensitivity, and strategic expansion in response to trade policies and economic shifts. The survey underscores the need for flexible, resilient strategies amid ongoing market changes.

Key Findings:

India: 76% of Indian respondents plan to expand logistics footprints in the next 3-5 years, driven by e-commerce, 3PL, and manufacturing growth. Optimism is evident, with occupiers prioritizing growth and outsourcing.
China: Short-term caution prevails due to trade uncertainty, but demand stabilizes. 41% of occupiers are delaying investment, with a focus on cost-saving measures like rent reduction and facility consolidation. Greater China is less attractive for expansion.
Market Expansion: Emerging markets like India and Southeast Asia are hotspots for relocation, fueled by cost advantages and geopolitical risk mitigation. Australia and Singapore see opportunities in urban hubs and infrastructure development.
Challenges and Adaptation: Trade-related regulatory issues and cost escalation are top concerns. Occupiers are responding by increasing suppliers, diversifying inventory, and right-sizing portfolios to manage risks.
Cost Sensitivity: Lower rents and better lease terms are primary drivers for relocation and renewal decisions. Real estate costs are a major focus in China, where margins are compressed.
Sustainability and Resilience: Energy efficiency and climate adaptation are critical sustainability factors. Investments in smart technology and green features are becoming non-negotiable for both occupiers and landlords.
Long-Term Outlook: Despite short-term uncertainties, most occupiers plan medium-to-long-term expansion, emphasizing strategic locations and modern facilities for operational efficiency.

Conclusion and Recommendations:
Landlords and investors should prioritize sustainability-compliant assets in urban and infill areas, focusing on energy efficiency and climate resilience. Occupiers are advised to pursue asset-light strategies and leverage technology to enhance efficiency. Governments and businesses must collaborate on infrastructure to support supply chain diversification and economic growth in key regions.

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