本报讯 （记者王镜茹）2025年第三季度，深圳甲级办公楼市场整体租赁活跃度有所回落，供需关系持续承压。全市净吸纳 量约为12.5万平方米，租金继续下行。 值得关注的是，部分企业正利用租金回调的窗口期，以更具成本效益的方式升级办公空间；与此同时，出海赛道与科技企 业的发展带动了结构性回暖，成为推动需求端修复的重要力量。 本季度，企业普遍延续谨慎的租赁策略，更加注重成本控制与空间效率优化。面对市场租金与现行租约之间的差距，更多 租户寻求租约重组谈判。多数业主在新租及续租谈判中展现出更高灵活性，愿意调整租金及相关条款，以稳定或吸引优质租 户。 部分租户把握租金调整机遇，从乙级办公楼或创意园区搬迁至甲级项目，实现了办公环境与品牌形象的双重提升。 本季度，从行业需求分布来看，科技企业仍是市场需求的主力，贡献了约三成租赁成交面积。消费电子、人工智能应用、 数字营销等细分领域表现较为活跃，带动科技园、前海等区域出现整层及以上规模的租赁成交。 仲量联行华南区与华西区商业地产部负责人李文杰表示："随着深圳科技企业加速向价值链高端转型，越来越多的企业更 加重视研发迭代效率、团队协作质量以及与产业生态的联动。这一趋势直接推动了对集 ...

报告显示，从行业需求分布来看，科技企业仍是深圳甲级办公楼市场需求的主力，贡献了约三成租赁成 交面积。消费电子、人工智能应用、数字营销等细分领域表现较为活跃，带动科技园、前海等区域出现 整层及以上规模的租赁成交。仲量联行华南区与华西区商业地产部负责人李文杰表示："随着深圳科技 企业加速向价值链高端转型，越来越多的企业更加重视研发迭代效率、团队协作质量以及与产业生态的 联动。这一趋势直接推动了对集中化、灵活性强且能彰显企业文化的高品质办公空间需求。" 此外，随着全球布局不断深化，深圳消费电子企业的出海势头显著，成为办公市场需求修复的新兴驱动 力。多家具有全球销售网络的头部及新兴消费电子企业于第三季度新租或升级至甲级办公楼，合计面积 超过10000平方米，主要用于海外营销、品牌管理及跨境商务拓展等关键职能。 报告显示，未来12个月深圳甲级办公楼市场预计将有超过百万平方米的新增供应入市。短期内，市场供 过于求的格局仍将延续，空置率或维持高位，租金下行趋势或将持续。仲量联行研究部资深董事、中国 区物流地产研究负责人曾丽指出："深圳出海企业已从渠道巩固阶段，迈向品牌打造与本地化深耕。这 不仅推动企业扩充出海相关团队，也带 ...

Core Insights - The article highlights the significant growth of Chinese software company Glority, particularly its plant identification app "PictureThis," which has shown impressive revenue increases in overseas markets, driven by advancements in AI technology and strategic marketing efforts [1][3][18]. Group 1: Company Performance - Glority has consistently ranked second among non-gaming Chinese companies in overseas revenue, following ByteDance, with month-over-month revenue growth rates of 41.5%, 41%, and 32.4% from March to May [1][2]. - The app "PictureThis" has achieved over 18.28 million downloads and an estimated total revenue exceeding $91.82 million (approximately RMB 658 million) in 2024, marking a nearly 40% year-on-year increase [5][11]. Group 2: Product Development and Strategy - The app was launched globally in July 2017 after identifying a market gap in high-precision plant identification tools in Western countries, where gardening is a significant hobby [5][14]. - Recent updates to "PictureThis" have introduced features focused on environmental therapy, advanced care tools, and local plant trends, aligning with the growing interest in AI technologies [6][8]. Group 3: Market Positioning and User Engagement - The app's success is attributed to its ability to cater to Western users' preferences for practical guidance in plant care, contrasting with the more knowledge-sharing focus of its domestic counterpart [13][14]. - Glority employs localized marketing strategies, including ASO optimization and targeted social media advertising, to enhance user acquisition and retention [14][16]. Group 4: Industry Trends and Future Outlook - The article emphasizes the importance of leveraging technological advancements and understanding cultural differences to identify new market opportunities, suggesting that the current environment may foster the emergence of new successful applications like "PictureThis" [21][22].