致:2024ChinaLogisticsApril202401Macroeconomics0302LeasingMarket0803InvestmentTrends1804MarketOutlook2101>MacroeconomicsChinaLogistics4Non-bondedGradeAMarketValueChainManufacturingEndProductHigh-techmanufacturingWarehousegrowthsupportstheUpstreamFactorySupplierStoresdemandforwarehousesEndUserConsumptionEndUserE-commerceand3PLsaccountforthemajorityofEndProductRegionalCityWarehouseDistributionDistributionleasingdemandWarehouseWarehouseTradeOverseasOverseasCross-borderDistributionEndUsere-commerceplayersWarehousedrivesignificantgrowthinOverseasEndProductDomesticEndUserinternationaltradeWarehouseDistributionWarehouseChinaLogistics5ManufacturingValueAddedofIndustry(YoY)in2023FixedAssetInvestmentYTD(YoY)PoweringeconomicgrowthManufacturing5.0%ElectricalMachinery&EquipmentAutomobileManufacturingAsChinatransitionsintotheIndustry4.0era,80%Instrument&MetermanufacturingcontinuestobeapivotaldriverChemicalMaterial&Productoflogisticsdevelopment.TheexpansionofComputer,Communication&OtherElectronicEquipmentnumeroushigh-techmanufacturersisfuellingOverallManufacturingasignificantincreaseindemandforGradeAwarehouses.60%Noteworthygrowthratesof54.0%forsolarAutomobile13.0%40%cellproductionand30.3%forNewEnergyVehicles(NEVs)highlighttheburgeoning20%demandforindustrialgoods.TheChinaPassengerCarAssociation(CPCA)estimatesChemicalMaterial...
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