Core Viewpoint - The office market in Guangzhou is experiencing limited demand and downward pressure on rental prices, driven by strict cost control strategies among companies and a focus on lower-cost properties [1][3][4]. Supply and Demand - In the first half of 2025, Guangzhou's Grade A office market saw the delivery of 8 new projects, totaling 323,000 square meters, leading to a total stock of 7.506 million square meters, a year-on-year increase of 6.1% [1]. - The net absorption of Grade A office space in Guangzhou was recorded at 37,000 square meters, a year-on-year decrease of 21.2%, resulting in an average vacancy rate of 22.6%, which increased by 1.5 percentage points quarter-on-quarter and 4.1 percentage points year-on-year [1][3]. Rental Trends - The rental index for Grade A offices in Guangzhou decreased by 4.5% in the first half of the year, with a second-quarter decline of 1.3% quarter-on-quarter and 6.5% year-on-year, leading to an average rent of 127.4 yuan per square meter per month as of June 30 [4][5]. Emerging Business Districts - The emerging business districts of Zhujiang New Town and International Financial City are attracting companies due to their high cost-performance ratio, with significant transactions occurring in these areas [1][3]. - The TMT (Technology, Media, and Telecommunications) sector continues to lead the leasing market, accounting for approximately 30% of the new leasing area in Guangzhou's Grade A office market [3][6]. Market Dynamics - The Guangzhou office market is in a transitional phase, with demand structures evolving and new projects in emerging districts impacting the existing market [6][7]. - Companies are increasingly considering not just location and cost, but also the integration of industrial ecosystems and innovation capabilities in their site selection [7].

中新网广州6月26日电 (记者许青青)据仲量联行26日提供的数据，2025年上半年广州甲级办公楼租赁市 场(下称"广州办公楼租赁市场")净吸纳量约8万平方米，企业品牌升级与出海服务需求带动广州办公楼 租赁需求结构优化。 数据显示，2025年上半年，广州TMT行业继续领跑广州办公楼租赁市场，占全市新租赁面积约30%。全 球化品牌运营的产业新赛道催生了第三方服务的市场，为广州办公楼租赁市场注入新的活力。企业管理 系统软件商、数据分析软件、MCN机构等电商服务商的等贡献了TMT行业超半数的新租赁面积。琶洲 和广州国际金融城两大新兴商务区商业氛围逐步成熟、租金门槛较低，持续吸引TMT行业及面向成长 型企业的专业服务业集聚。 此外，广州制造业转型升级的浪潮中，品牌集群效应正催生新一轮办公空间需求升级。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介绍，三类企业正带动广州办公楼市场的新兴需求，一是完 成品牌化布局的细分赛道头部企业，像特色生鲜垂直平台、专注在线销售渠道的美妆集团与头部 MCN 机构，业务扩张促使其办公空间需求增长；二是本地游戏企业，其全球竞争力提升带来办公升级的持续 需求；三是进入资本化阶段的跨境 ...