2026年1月中国通用仓储市场动态报告

Demand Situation - The eastern region is the main demand driver, accounting for 52.30% of the total demand[17] - Demand for warehouses under 1000m² is significant, making up 52.87% of total demand[20] - Warehouse leasing is the primary demand type, representing 86.78% of total demand[20] Supply Situation - New supply of general warehouses in January 2026 is 489,000m², a decrease of 77.73% month-on-month and 42.54% year-on-year[24] - The majority of new supply is concentrated in the eastern region, particularly in Suzhou and Guangzhou[27] Land Transaction Situation - A total of 24 warehouse land transactions occurred in 41 key cities, covering an area of 1259.4 acres with a total transaction value of 388 million yuan[30] - The northeast region accounted for 43% of the total transaction area, with Changchun, Kunming, and Chengdu being the top three cities for land transactions[33] Rental and Vacancy Rate Analysis - The average rental rate in January 2026 is 23.14 yuan/m²·month, showing a slight decrease from the previous month[40] - The national vacancy rate is 16.40%, remaining stable compared to the previous month[40] - In 41 cities, the average rental rate decreased, while the vacancy rate increased compared to the previous month[41]