全球感知丨阿联酋地产投资火热 中企出海需注重“伙伴思维”与风险管控

Group 1: UAE Real Estate Market Overview - The total real estate transaction volume in the UAE for 2024 is projected to be close to 900 billion dirhams, approximately 1.8 trillion yuan, indicating a robust market compared to Shanghai's 1.3 trillion yuan in the same period [1] - The UAE residential market is experiencing a "golden period" driven by policy benefits, economic transformation, and continuous population inflow, with Dubai and Abu Dhabi as the dual core drivers [1][4] - The residential transaction value in Abu Dhabi reached 21.853 billion dirhams in the first half of 2025, marking a 30% year-on-year increase, with residential prices hitting a three-year high of 3.3 million dirhams per unit [2][4] Group 2: Investment Opportunities - Dubai's real estate market recorded its highest transaction volume and value ever in the first half of 2025, with 98,726 sales transactions and a total value of 326.9 billion dirhams, reflecting a strong market momentum [3] - The rental yield for high-end properties in Dubai reached 5.3% in 2024, ranking second globally, with specific properties like Jumeirah Village Circle apartments and Al Barsha villas yielding 7.2% and 6.8% respectively [3] - The UAE's favorable investment environment is enhanced by low taxes and relaxed policies, such as a 4% registration fee for property purchases and the recent easing of the golden visa policy [5] Group 3: Demographics and Economic Factors - The UAE's economy is projected to grow by 4% in 2024, with non-oil GDP accounting for 75.5%, indicating a diversified economic structure that supports the real estate sector [4] - The population of the UAE is expected to exceed 12.5 million by 2024, with a 23% increase from 2023, and a significant proportion of the population being expatriates, which drives housing demand [4] - The age structure shows that 68.62% of the population is between 25-54 years old, contributing to a robust housing demand and a thriving rental market [4] Group 4: Chinese Investment in UAE - Chinese investors are increasingly active in the UAE real estate market, with Aldar Development reporting 1.7 billion dirhams in sales from Chinese buyers in the first half of 2025, surpassing the total sales from Chinese buyers in 2024 [6] - The Belt and Road Initiative has facilitated stronger cooperation between China and the UAE, enhancing investment opportunities in the region [6][7] - The strategic position of the Middle East is recognized as a key market for Chinese enterprises, with significant development opportunities arising from international events and initiatives like Saudi Arabia's Vision 2030 [7]