第一太平戴维斯：科技类企业仍为深圳甲级写字楼市场需求增长的主要驱动力

Group 1 - The total stock of Grade A office buildings in Shenzhen increased by 5.4% year-on-year to 11.992 million square meters as of the end of Q3 2023, with technology companies being the main driver of market demand growth [1] - The average vacancy rate for Grade A office buildings in Shenzhen reached 31.6% by the end of Q3 2023, reflecting a structural upward trend, with a quarter-on-quarter increase of 1 percentage point and a year-on-year increase of 1.7 percentage points [1] - The rental index for Grade A office buildings in Shenzhen decreased by 1.9% quarter-on-quarter and 12% year-on-year, with average rent falling to 136.7 yuan per square meter per month [1] Group 2 - The Baozhong area in Shenzhen is experiencing significant development opportunities, transitioning from a supporting area for Qianhai to a core axis in the Greater Bay Area, with over 60% of new demand in Q3 coming from fintech, professional services, and headquarters-type enterprises [2] - The Baozhong area is becoming a strategic location for enterprises and capital in the Guangdong-Hong Kong-Macao Greater Bay Area due to its comprehensive facilities and significant "value gap" advantages [2]