前几年，我们在上海较为熟悉的主要是住宅和商业更新。 前者以"美丽家园"工程还有加装电梯为主，后者有多个耳熟能详的传统商场都在密集整改中。 比如徐家汇的太平洋百货和六百百货，还有南京西路的梅陇镇广场。 到了今年，上海城市更新的重点转向了更小的切口——楼宇经济。 这些满足人们工作就业需求的商务中心，遍布东南西北，都颇具规模。 既有老牌的人民广场、新天地、陆家嘴，也有各种新兴商务区如北外滩、前滩、南滨江的崛起。 不过发展过程中也不可避免地出现了一些问题，各大办公楼的大修小补不断。 那么，上海今年的办公楼更新，到底意味着什么呢？ 一 10大试点单元都将如何改造？ 7月3日到5日，上海市规划和自然资源局公示了其中6大商务单元的更新方案，包括虹桥经济技术开发区、大柏树、五角场、真如、漕河泾还有苏河湾。 它们分布在闵行、虹口、杨浦、普陀、长宁和静安几个区，都在中环内。 有换电梯、换空调、换锅炉的，还有换外立面幕墙的，以及干脆从里到外"动大手术"的。 正是看到了这些个体密集的自发行为，政府相关部门近期开始推动全市的办公楼进入更新阶段，率先挑选了10个试点单元，将在下半年进行更新方案的试 验。 上海部分商务中心示意图，仅供参考 ...

2025年上半年，上海写字楼市场呈现出新增需求不足、空置率上升的特征。根据世邦魏理仕发布的报 告，上海办公楼市场共有4个新项目入市，累计供应量30.2万平米，整体空置率较去年年底上升0.3个百 分点，达到22.4%。 整体来看，写字楼市场仍保持谨慎情绪，租金下行持续推动成本驱动型搬迁需求。7月10日，仲量联行 上海商业地产部总监兼华东区零售地产部负责人黄臻向《华夏时报》记者表示："今年二季度以来，租 户继续保持对租金成本的高敏感度，积极寻求更有利的租约条款。" 在大宗投资市场，办公资产也稳居首位。据仲量联行监测，2025年第二季度，上海商业地产市场共录得 23宗资产交易，总成交金额达82亿元人民币。其中办公资产以38%的成交金额占比位居第一。 甲级办公楼租金保持下行趋势 根据仲量联行披露的数据，2025年二季度，成本驱动型搬迁和升级需求仍是办公楼市场主要需求来源。 上海全市净吸纳量录得约57,300平米；同时，由于中央商务区的租金继续下行，带动来自中央商务区及 周边区域的租户搬迁升级。非中央商务区净吸纳量录得约74,200平米，其中国有企业和第三方办公运营 商构成需求主力。随着甲乙级项目之间的租金价差逐渐缩小 ...

Group 1: Real Estate Market Overview - The macro policies have collaboratively stimulated the market demand potential, leading to improved market liquidity in Beijing's real estate sector [1] - The office market has seen notable leasing activity from technology companies, particularly in the Zhongguancun area, contributing to a decrease in vacancy rates [2] - The overall rental performance in the commercial real estate market faces significant challenges, with effective rents in the second quarter declining by 1.9% quarter-on-quarter and 4.4% year-on-year [1] Group 2: Retail and Commercial Real Estate - Approximately 360,000 square meters of new retail supply entered the market in the second quarter, accounting for 60% of the annual total [1] - Key projects such as the Zhonghai Dajixiang and the two JD Mall projects achieved high occupancy rates, indicating a positive trend in specific segments of the retail market [1] - The core market's premium projects are optimizing tenant structures to enhance competitiveness, while suburban market differentiation is expected to intensify [1] Group 3: Hotel Market Insights - No new high-end hotel openings occurred in the first half of 2025, but three new hotels are expected to open in the second half, adding a total of 667 rooms to the market [2] - The anticipated openings include the Crowne Plaza in Tongzhou and the Four Points by Sheraton in Sanlitun, which will significantly enrich the high-end hotel market landscape [2] - The overall market supply is projected to gradually increase over the next three years, indicating a positive development trend [2] Group 4: Office Market Dynamics - The overall vacancy rate for Grade A office buildings decreased by 0.4 percentage points to 12.0% in the second quarter, driven by significant leasing transactions in the Zhongguancun and Lize areas [2] - The rental forecast for 2025 indicates a continued decline of 14.8%, with lower rental rates expected to attract tenants seeking better-quality office spaces [2] - Increased competition among landlords to attract relocating tenants is anticipated, with more flexible lease terms becoming common [2]

Core Insights - The report by JLL indicates significant growth in both supply and transaction volume in Beijing's high-end residential market during Q2, driven by a favorable credit policy [1] - The luxury apartment market in Beijing saw new supply reach approximately 3,300 units in Q2, surpassing the total supply for the entire year of 2024, leading to a substantial increase in transaction volume [1] - The report highlights a trend of "increased volume and decreased prices" in the luxury apartment market, providing buyers with more options [1] Residential Market Summary - In Q2, approximately 2,100 luxury apartments were sold, marking the highest quarterly sales in the past two years, with new projects accounting for about 75% of the sales in the first half of the year [1] - The average price of comparable new luxury apartments in Beijing decreased by 2.3% quarter-on-quarter, while the secondary market is experiencing a trend of "price for volume" due to the influx of new supply [1] Credit Policy and Market Outlook - The monetary policy of continuous rate cuts and reserve requirement ratio reductions in May has created a very loose credit environment for the residential market [1] - The company anticipates that the overall transaction volume in the new housing market will significantly increase compared to last year, supported by current market supply-demand dynamics and price advantages [1] Commercial Real Estate Summary - The overall vacancy rate for Grade A office buildings in Beijing decreased by 0.4 percentage points to 12.0% in Q2, primarily due to large leasing transactions in Zhongguancun and Lize [1] - The company expects overall rental prices to continue to decline throughout the year, which may attract tenants to relocate to higher-quality office spaces at reasonable costs [1] - Increased competition among landlords for relocating tenants is anticipated due to more flexible lease terms [1]

在优质零售物业市场，餐饮品类需求位居第一，占比45%，成为上半年市场需求主力。其中以云贵川菜 系为主的中餐品牌持续活跃。 零售业态需求占比提升至41%，其中服饰品类需求占比23%，潮流服饰及户外运动品牌布局活跃。此 外，玩具礼品与珠宝饰品品类延续热度。 世邦魏理仕中国区顾问及交易服务部、商业负责人希诺表示："未来六个月，上海零售物业市场预计迎 来约57.7万平方米的新增供应。新项目的入市将会提升区域商业品质，推动整体发展。同时，上海在徐 汇滨江板块开启'上海之夏'国际消费季，推出多个标杆活动。上海政府还将积极推动商旅文体的跨界联 动，促进'票根经济'的发展，以进一步释放夏季消费潜力。这些举措不仅丰富了城市的消费体验，也为 零售市场注入了新的活力。" 2025年上半年，上海办公楼市场共有4个新项目入市，累计供应量达30.2万平方米，环比下降3.9%。其 中第二季度共录得2个新项目交付，分别是四川北路的滨港中心，以及位于浦东其他板块的新岸商业中 心，共计体量16.3万平方米。 从行业需求来看，上半年金融业以22%的占比继续领跑市场，主要受到基金和非银金融机构的推动；消 费品制造业位居第二，占比17%，主要来自快消 ...

7月4日，CBRE世邦魏理仕发布《2025年上半年北京房地产市场回顾与展望》报告，指出2025年上半 年，北京办公楼市场科技中心去化领先，供需结构稳步改善；零售物业市场城市更新项目主导新增供 应，餐饮品牌推陈出新带动需求；仓储物流市场新兴区域供应激增推高北京空置，核心区域租金加速下 调；商务园区市场产业集聚效应加持，新租需求回暖；物业投资市场投资类交易活跃度回升，价格下 调、政策支持共促交易落地。 办公楼市场：科技中心去化领先，供需结构稳步改善 2025年第二季度，位于石景山和菜市口的两个新项目交付使用，为市场带来14.8万平方米的新增办公面 积。上半年，全市新增供应总量为18万平方米，已经完成全年预期总量的83%。 市场情绪延续向好，上半年全市新租交易总面积同比上涨 33%。上半年搬迁交易数量与面积同比双 增，随着议价能力的扩大，企业可以更低的置换成本，调整办公选址布局，实现业务、人才等资源聚合 迭代，推动中关村、金融街等产业资源集中且租金成本显著回调的子市场搬迁交易面积同比大幅提升。 企业扩租决策保持谨慎且面积偏小，以保证聚焦核心业务、渐进式扩容的要求。上半年新租需求的三大 主力行业依次是TMT（40%） ...

Core Viewpoint - The company has approved the purchase of office floors from Inner Mongolia Zhongxing Coal Group, with a total assessed value of 50.17 million yuan, which will enhance its office capacity and corporate image [1] Group 1: Transaction Details - The board and supervisory board of the company convened on June 26, 2025, to review and approve the purchase of certain floors of an office building located in Baotou City [1] - The office building consists of six floors, with an assessed value of 50.17 million yuan, and the final negotiated price is also set at 50.17 million yuan [1] - This transaction is classified as a related party transaction but does not constitute a major asset restructuring [1] Group 2: Financial Implications - The funding for this transaction will come from the company's own funds, and it does not involve personnel placement, compensation, or debt restructuring [1] - The transaction is expected to reduce the company's related party transactions with Zhongxing Coal and meet the growing office space needs of the company [1] - The price of the transaction is deemed fair and reasonable, and it will not have a significant impact on the company's financial status or operating results [1]

中国建筑（601668）公告，近期公司获得福建福州绿色半导体智能制造产业园工程总承包EPC项目、福 建莆田市木兰溪绶溪片区八二一街以南城中村保障性安居项目、四川成都其亚国际中心项目总承包工 程、广东东莞时代金融中心1号商业办公楼等房屋建筑项目。基础设施项目包括河北廊坊润泽数字产业 园项目、山东日照市东港区涛雒镇海洋生态保护与渔业融合发展EOD项目、陕西安康市恒口示范区生 态环境导向的开发项目、京台高速公路通道支线闽侯至平潭高速公路闽侯南通至福清阳下段工程。项目 金额合计215.3亿元，占2024年度经审计营业收入1.0%。 ...

Core Insights - The office building commercial operation management system is essential for modern commercial real estate management, aimed at enhancing operational efficiency, optimizing tenant experience, maximizing asset value, and ensuring asset security [1] System Components and Key Functions - The system typically includes several main modules such as property management, leasing management, financial management, customer service, and asset management [2][22] - Property management features include repair management, inspection management, cleaning and landscaping management, security management, equipment management, and energy consumption management [3][4][5][6] - Leasing management encompasses property source management, tenant management, lease management, rental management, and billing and collection [7][8][9] - Financial management tracks receivables and payables, budget management, financial analysis, and reconciliation integration [10][11][12][13] - Customer service and experience features include a tenant portal for online services, satisfaction surveys, service desk management, and resource management [14][21] Value Proposition - The system enhances operational efficiency and productivity through automated processes, reducing manual errors and labor costs [21] - It maximizes asset returns by improving occupancy and renewal rates, optimizing rental strategies, and lowering operational costs [22][23][24] - Tenant experience and satisfaction are improved through convenient online services and quick responses, fostering tenant loyalty [25] - Risk management and compliance are strengthened by ensuring equipment maintenance and adherence to leasing regulations [24] - Data-driven decision support is provided through real-time operational data for strategic planning and tactical adjustments [25] - The system enhances asset value and market competitiveness, directly impacting asset valuation and market position [26] - It plays a crucial role in achieving the vision of smart buildings, connecting physical facilities with digital management [26] Implementation Considerations - Clear business needs should be defined to address core pain points and management goals [26] - The system should be scalable and integrable with existing systems [26] - User experience is critical for both management teams and tenants [26] - Cloud deployment is becoming mainstream, while local deployment suits enterprises with specific security needs [27] - Mobile support is essential for management and tenant services [28] - Reporting and analytical capabilities should provide deep insights and visual reports for decision-making [29] - Vendor strength and industry experience are important for selecting suppliers with a successful track record in commercial real estate [30] - Cost and ROI should be evaluated to ensure efficiency gains and revenue growth justify the investment [30] In summary, the office building commercial operation management system is a foundational infrastructure for the refined, digital, and intelligent operation of modern commercial real estate, directly empowering asset preservation and market competitiveness [30]

南方财经全媒体记者 孙诗卉 实习生 关晶月 上海报道 据国家市场监督管理总局近日披露的信息，阳光人寿与太盟珠海、高和丰德等公司直接或通过其各自关 联方共同设立合营企业，并通过合营企业收购大连万达商业管理集团股份有限公司直接或间接持有的48 家目标公司的100%股权。 这48家目标公司分别涉及北京、广州、成都、杭州、南京、武汉等多个一、二线城市的万达广场项目。 目前该笔交易已被无条件批准。 值得注意的是，这不是险企第一次投资万达广场。万达集团近两年已先后出售多个万达广场项目，而其 中险资频频出手，包括新华保险、阳光人寿、大家人寿等险资均出现在万达广场的买家名单中，先后累 计出手接盘近20个万达广场项目，仅阳光人寿就入手了至少6家。 仲量联行最新发布的资本追踪数据显示，保险公司正成为中国内地商业地产资本市场的重要力量。 2022-2024年间，保险公司在中国内地商业地产的直接投资达93亿美元，投资规模与英美等成熟市场相 当，并居亚太区市场首位。 仲量联行中国区投资及资本市场业务运营主管兼华北区负责人徐茜茜对21世纪经济报道记者表示，今年 以来，险资从外资机构和本地开发商在多个城市完成了不同业态的多笔大宗资产收购。 ...