报告：上半年北京办公楼市场新租交易总面积同比上涨33% TMT行业是新租主力

Core Insights - The report by CBRE indicates a positive trend in Beijing's office market, with a 33% year-on-year increase in new leasing transaction area in the first half of the year [1][2] Supply and Demand - In the first half of the year, Beijing's total new supply reached 180,000 square meters, accounting for 83% of the annual forecast [1] - The net absorption in the second quarter rose to 145,000 square meters, with a cumulative total of 255,000 square meters for the first half, representing a 1.1 times year-on-year increase [2] - The overall vacancy rate decreased by 0.8 percentage points to 20.2% in the first half of the year [2] Market Segmentation - The three main industries driving new leasing demand are TMT (40%), finance (20%), and professional services (12%) [1] - Key technology hubs like Zhongguancun, Olympic Sports Center, and Wangjing accounted for 90% of large-scale leasing transactions, with a combined net absorption of 80% of the city's total [2] - Traditional markets such as Yansha, CBD, and Wangfujing experienced negative net absorption, particularly in the B-grade market [2] Rental Trends - Average rent decreased by 2.7% quarter-on-quarter and 5.5% year-on-year, reaching 241.7 yuan per square meter per month [2] - Emerging areas are actively adjusting rental strategies to mitigate vacancy pressures and maintain cost advantages [2] Future Outlook - Only one new project is expected to be launched in the emerging area by the end of the year, but ample existing rental space remains available [3] - The Beijing government has introduced several measures to optimize the business environment, which is expected to positively impact demand from headquarters, R&D, and foreign investment [3]