2025年第四季度Wielkopolska仓库市场

Investment Rating - The report does not explicitly state an investment rating for the warehouse market in Wielkopolska [5]. Core Insights - The Wielkopolska region is the fifth largest warehouse market in Poland, with a total warehouse stock of approximately 3.6 million sq m, representing 9.9% of the country's modern supply [5][6]. - The region benefits from a favorable geographic position, a well-developed transport network, and a large labor pool, making it attractive for developers and occupiers, particularly in the automotive and logistics sectors [6][5]. - In 2025, the vacancy rate in the region decreased to 8.5%, down from 9.5% in Q3, indicating a continued downward trend due to the absence of new speculative developments [10]. Summary by Sections Warehouse Market Overview - The asking rents for warehouse space range from EUR 3.80 to 4.50 per sq m per month, with a stable trend observed quarter-on-quarter [10]. - The total supply under construction at the end of December 2025 was only 35,000 sq m, nearly 80% less than the previous year, indicating constrained development activity [8]. Supply and Demand Dynamics - In 2025, less than 120,000 sq m of new warehouse space was delivered, marking a 44% year-on-year decline and significantly below the five-year average [7]. - Demand remained strong, with tenants leasing over 630,000 sq m of warehouse space in 2025, an increase of over 10% year-on-year [9]. Key Locations and Economic Data - Major warehouse clusters are located around Swarzędz, Tarnowo Podgórne, Gądki, and Komorniki, with the largest existing stock found in Gądki at 1.37 million sq m [6][15]. - The average monthly salary in the transportation and storage sector is PLN 8,700 (gross), with an unemployment rate of 3.5% in the region [15].