聚焦新兴产业、整合生态资源、加大全球布局 京东产发穿越周期“路线图”

Core Insights - The logistics real estate industry in China is experiencing a phase of oversupply from 2020 to 2023, with an average annual supply of over 10 million square meters across 31 major cities, but is expected to return to rational development starting in 2024 [1][2] - New opportunities are emerging in the logistics real estate sector as demand for overseas warehousing and supply chain services increases due to the export of high-quality Chinese products [2][3] Industry Trends - The logistics real estate sector is beginning to stabilize with a combination of decreasing supply and structural demand adjustments, leading to a potential bottoming out of rental levels [3] - Positive trends include an increase in potential clients, growth in leased area, and rising occupancy rates, indicating a recovery in the market [3] Company Strategies - JD Property is focusing on emerging sectors such as new energy vehicles, photovoltaics, cross-border e-commerce, and instant retail, creating comprehensive service solutions that cover the entire logistics process [3][4] - The company has established deep partnerships with leading automotive manufacturers, providing customized logistics solutions and achieving significant operational scale [3][4] Ecosystem Collaboration - JD Property integrates resources from the JD Group to offer comprehensive support to partners, focusing on cost reduction and efficiency in the supply chain [4] - The company has successfully assisted over 50 manufacturing enterprises in the Guangdong-Hong Kong-Macao Greater Bay Area and 180 in the Yangtze River Delta region to expand their domestic sales channels [4] Global Expansion - JD Property has initiated an overseas strategy, launching over 50 projects across nine countries, with a total area exceeding 1.5 million square meters, and plans to add over 1 million square meters in 2025, particularly in markets like the UK, Germany, and Mexico [5][6] - The company emphasizes localized supply chain solutions in international markets, enhancing efficiency for local partners and gaining favorable reception from local governments [6]