The "double 11" electric commercial record-breaking figures prove its powerful power. Compared with the traditional retail industry, the logistics and warehousing industry benefiting from the prosperity of e-commerce is highly optimistic, and some even predict that it will become the real estate of the future. New development hotspots.

According to the analysis, China will be the country with the largest demand for logistics properties in Asia. It is estimated that the annual demand for 2016-2020 will exceed 15.8 million square meters. Lu Yonghui, executive director of Colliers International Asia Research and Consulting, pointed out that the increasing demand for quality warehouses and distribution facilities will drive the development of logistics projects to another stage, many of which are retailers, freight companies and logistics service providers. An associate company consisting of a developer or a real estate institutional investor will appear.

A

There have been developers "pre-emptive" test water

China's real estate company “One Brother” Vanke recently announced that it will enter the logistics real estate category in the industrial real estate category by the Langfang project in Hebei. Vanke hopes to use this project as the first batch of key projects for the logistics real estate, with the help of the new government to focus on urban agglomeration planning. The industry's focus shift, the rapid development of urban shopping centers, the rise of e-commerce and the promotion of mobile Internet consumption, quickly established a national logistics network platform to create Vanke brand urban service providers. The local leading real estate enterprise R&F Real Estate, which is located in the Huadu Airport Economic Circle, has been officially listed in March 2010 in the “Fugli Airport Logistics Park Public Type Bonded Warehouse and Export Supervised Warehouse”. The project covers an area of ​​2,200 mu and plans to build a storage area. 1 million square meters. At present, only a small number of warehouses are put into use in the project, but in 2013, more than 20 million yuan of cash income has been generated. According to the rental income of 30 yuan/square meter/month in the park, once the future 1 million square meters of warehouses are fully completed, The benefits are even more impressive.

The Greenland Group, which belongs to the “100 billion Housing Enterprises” camp in 2013, has started to lay out industrial real estate since 2008. In the process of participating in the urbanization development throughout the country, it has tailored its own strengths and industrial operation capabilities. A 24-hour vitality new city with functions such as ecology, industry, residence and leisure. The “Production Integration” model of green space has created a new pattern of positive interaction between industrial development and urban development. Currently, the Group's industrial projects include Hohhot High-tech Industry Demonstration Zone, Haikou Greenland Airport Industrial City, Harbin Advertising Park, Daqing Science and Technology Park, and Greenland. Nanchang International Expo City and so on.

According to data from Jones Lang LaSalle, as of the end of September, the total stock of high-quality bonded warehouses in Guangzhou remained at 280,000 square meters. In the medium and long term, the state's policy stimulus to the foreign trade market will have a positive impact on the Guangzhou bonded market. It is expected that the demand for inquiries from Guangzhou's bonded warehouses will maintain a steady increase, while the bonded warehouse projects completed in the future will be well absorbed and will boost rents by 3%-4% in the next 12 months.

The report shows that in the second quarter of 2015, the Chinese government decided to establish new free trade zones in Guangdong, Tianjin and Fujian to meet the needs of different cities for free trade. The demand trend of China's logistics facilities is gradually developing from coastal cities to inland cities in the north and west, and the establishment of new high-speed railway networks will greatly increase the connectivity of various inland cities. In 2020, China Railway will complete more than 15,000 miles of high-speed rail network and 18 multimodal transport logistics.

B

Market high standard logistics storage area scarcity

CB Richard Ellis said that after the favorable policies in 2014, cross-border retail business ushered in a new round of vigorous development. The cross-border retail market has huge consumption potential. This year's “Double 11” merchants have made “globalization” a theme. It can be found that cross-border e-commerce has greatly affected existing consumer behavior and business patterns. The data shows that even some mid- to high-end luggage brands that have established a mature distribution network in China have achieved a sales volume of parallel imports of one-tenth of the domestic entity's operating channels.

With the development of cross-border retail commerce, the demand for bonded warehouses in various markets has risen rapidly. Contrary to the cross-border retailing in the heat, the foreign trade industry has turned cold due to rising processing costs, and foreign trade manufacturers have weakened demand for bonded warehouses. The market environment of this trade-off is precisely the best confirmation of the transfer of the Chinese economy from the secondary industry to the tertiary industry.

At present, the high standard logistics storage area in the Chinese market is still scarce, and the per capita area is less than 2% of the US. Although the market has been involved in the professional logistics warehousing, the new supply is increasing rapidly year by year, but considering the rapid growth of consumer retail, especially e-commerce sales in recent years, CB Richard Ellis expects high standard logistics storage area in the Chinese market. In the medium and long term, it will still be in a state of short supply.

In order to meet the rapidly rising logistics demand, most domestic B2C e-commerce companies have to rely on building their own logistics systems, building storage facilities, and lending external storage facilities to meet development needs. Taking Jingdong as an example, the self-built logistics storage area has maintained an annual growth rate of about 50% in the past two or three years, and its cooperation with the largest domestic high-standard logistics facility supplier ProLogis (lease area) has exceeded the annual average. 100% speed is increasing.

C

Housing companies in the Pearl River Delta region have more opportunities to enter industrial real estate

According to industry insiders, with the transfer of traditional manufacturing and the integration of production and city, and the modernization of the township economy, housing companies in the Pearl River Delta will gain more opportunities to enter industrial real estate.

A large number of low-end and mid-end industries are shifting to the periphery of Guangdong. The industrial land left behind by these enterprises will form a huge business opportunity for the development of industrial real estate. How to integrate the traditional township economy around Guangzhou from infrastructure construction to soft environment to make it conform to the development of modern industry and city, it will also become the development opportunity of Guangzhou industrial real estate.

The latest report from Colliers International also pointed out that since the basic element of improving urban logistics is to minimize the delivery route, e-commerce retailers have set about setting up smaller urban warehouses and providing fast delivery services to online customers. In the surrounding areas of the city where transportation is convenient, it is important to choose the location of the logistics warehouse for real-time pick-up or delivery on the same day.

Professionals also pointed out that whether in the development of new industrial parks or foreign industrial new cities, housing enterprises have advantages, land operations, financial channels, government relations and other aspects have helped housing enterprises to obtain higher value land resources, and Strong financing capacity and financial operation level are also important factors in the development of industrial real estate and the growth of enterprises.