房地产行业：2024年6月上海商办买卖市场

Investment Rating - The report does not explicitly state an investment rating for the Shanghai commercial property market Core Insights - The supply of commercial properties in Shanghai continues to rise, with a total new supply area of 108,400 square meters in June, reflecting a month-on-month increase of 35% [2] - The total transaction volume for commercial properties decreased to 69,400 square meters in June, a decline of 41% compared to the previous month, which is below the average transaction volume over the past six months [4] - The second-hand office market showed a slight increase in transaction volume, reaching approximately 57,500 square meters in June, with central areas accounting for 63% of the total [9] Summary by Sections Supply Situation - In June, the new supply of commercial properties in Shanghai was 108,400 square meters, with commercial properties contributing 53,800 square meters and office properties 54,600 square meters, marking increases of 33% and 38% respectively [2][3] - The new supply was concentrated in six administrative districts, with significant contributions from Chongming, Fengxian, and Songjiang districts [3] Transaction Situation - The total transaction area for commercial properties in June was 69,400 square meters, with commercial properties accounting for 38,600 square meters and office properties 30,800 square meters [4][5] - The transaction volume for commercial properties saw a significant decline, with both transaction area and number of transactions dropping by over 50% [4] - The most active areas for commercial property transactions included Qingpu, Pudong New Area, and Putuo, which together accounted for 57% of the total commercial property transaction area [4] Second-hand Market Performance - The second-hand commercial market recorded a slight increase in June, with a total transaction volume of approximately 35,200 square meters, marking a new high for the past six months [13] - The performance of second-hand commercial properties in peripheral areas outperformed that of central areas, with Pudong New Area and Jinshan District leading in transaction volume [14] Popular Projects - Notable projects in the office sector included Greenland Central Plaza, which had a total transaction area of 5,967 square meters, making it the top office transaction in the city for June [6] - In the commercial sector, Zhongjian Jinxiu Tiandi led with 7,130 square meters transacted, indicating strong market interest in community-supported commercial spaces [8]