2025年北京仓储物流市场新增140万平方米供应

Core Insights - The Beijing warehousing and logistics market is expected to see an additional supply of 1.4 million square meters by 2025, with significant contributions from Langfang (511,000 square meters) and Tianjin (282,000 square meters) [1] - The demand dynamics in Beijing have shifted from a cost-cutting approach led by third-party logistics in the first half of 2025 to a quality upgrade driven by the manufacturing sector in the second half, stabilizing new leasing demand [1] - The overall net absorption in Beijing's market is projected to reach 182,000 square meters for the year, with a notable 107,000 square meters recorded in the fourth quarter [1] Market Performance - In the surrounding Beijing area, Langfang achieved a record net absorption of 1.192 million square meters, led by the Guangyang and Gu'an sub-markets, with third-party logistics as the main driver of new leasing demand [1] - Tianjin's new leasing performance is balanced between manufacturing and third-party logistics, contributing to an annual net absorption of 371,000 square meters [1] Future Outlook - The integration of the warehousing and logistics markets in Beijing, Langfang, and Tianjin is anticipated to be further propelled by the coordinated development strategy of the Beijing-Tianjin-Hebei region in 2026 [2] - Key factors influencing rental prices include proximity to Beijing's urban area and the location within manufacturing clusters, with both factors becoming increasingly significant over recent years [2] - New projects are expected to maintain stable demand in Beijing's suburbs, while areas like Pinggu, Langfang's northern counties, and Tianjin's Wuqing and Binhai New Area will drive demand for high standards and quality [2]