房地产行业：2024年7月上海商办买卖市场

Investment Rating - The report does not explicitly provide an investment rating for the Shanghai commercial property market Core Insights - In July, the total new supply of commercial properties in Shanghai significantly decreased to 53,800 square meters, representing a month-on-month decline of 50% [3] - The total transaction area for commercial properties in July reached 118,700 square meters, marking a 71% increase compared to the previous month, the highest transaction volume in the last six months [6] - The commercial property transaction area in the Pudong New District was particularly strong, accounting for 63% of the total commercial transaction area [6] Supply Summary - The new supply of commercial properties was concentrated in five administrative districts, with Baoshan District contributing over 12,000 square meters, which is 58% of the total commercial supply [5] - The office property supply was primarily concentrated in Xuhui and Yangpu districts, with Xuhui District alone contributing over 26,000 square meters [6] Transaction Summary - The commercial property transaction area was 82,400 square meters, with a month-on-month increase of over 100%, and the number of transactions reached 425 units [6] - The office property transaction area was 36,300 square meters, showing an 18% increase month-on-month, although the number of transactions decreased by 11% to 118 units [6] - The second-hand office transaction volume in July was approximately 47,500 square meters, reflecting a month-on-month decline of 17% [10] Popular Projects - The top commercial project in July was Xiuyun New City, which recorded a total transaction area of 45,128 square meters, the highest in the city [8] - The top office project was Qingpu Excellence Business Plaza, with a total transaction area of 24,101 square meters [7]