You are on page 1of 61

2007-2008

1.1
1.2
1.3
1.4

2.1
2.2
2.3
2.4
2.5
2.6
:
3.1
3.2
3.3
3.4
:
4.1
4.2
4.3

:
5.1
5.2
5.3 5A
5.4
:
6.1
6.2
6.3 CBD

1.1

1.1.1
1

2
""

1-3

1.1.2

1
2 5000
3

4
5
6
7
2

1
2 10
3 1000
4
5
6 11

7
3

1
2 2500
3
4
5
4

2 100
3 57 80%
4

5 10 24
5

1
2
3

4
5 80%
6
7
6

1
2 10000
3
1.2

2003 5

1
""

""

""

""

"""""+"

"+"""
50% 50%
"+"

""

1.3


2008 2007

2007
2008


2008

DTZ 2007 410


280 68.3Mall

2004 2020


60

2007 200
100

1.4

1-2

2.1

2007 11 1,600

300400

25%
21%

CBD


mall

200

2006


67 24%

54 19%

1,779,000 2,049,428
1,961,600 1,919,100

911,288 11%

SOHO


5A

(CLD)

2008
CBD CBD

CBD

2008

(1)

(2)

(3)

(CBD)

1993


shoppingmall

CBD

15

431.3

800 400


10 100
1000
CBD

2008
289 405

85 231

5 2007 6

1996

20022007
1300 700 60%

200
2006 2008
150
17%
20022007
72%
43%

35% 2008

CBD

10%

1260 0.9
2010 1
200300 2010

<IMG&NBSP;SRC=HTTP: newsimg43 zjmnewsimg newsimg.focus.cn


158247.jpg>

35%

24% 19%


7-11

54%
Mall,
25%
35% 23%

3.1

50

3.2


35
CBD CBD

//
CBD


1000
3.3

5 (
) 2007 4 ()
8 ()

549

2008

11

43.1

410 () 1 13
5 2007

1215 1300 200


12 2008

2008

43 1100 80 40
50 800
CBD
CBD

3.4
(Trade Area)

:;

()


:(
)60% 65% 20%
15% 20% :()

;
;

:
l

2(RSIRetail Saturation Index)


RSI

; RSI

3 (BPI Buying Power Index)



(QIQuality Index)

()

1
2
3
()

:1;2

1) 3000

; (2) 20

;(3)90

;(4) 80
70
(5) 2008
:

CBD

2001

2
9

;() ;() ;()


;()

:
1


;2

;3
(
) 17
;4

1 .8 30
Shopping/Mall

;5
6

() 73 Shopping/Mall

:
1;2
;3()
;4

;5



SHOPPINGMALL

260

//

4
5

2
CBD

5.8 5.8

149 84 55 13
14 84 5.4
14 330
CBD 38.28

100

[CBD ]
4
CBD 1000

50% 25% 25%


""
30 CBD

100 150 -300

CBD CBD
CBD CBD

[CBD ]

[]

CBD 25
2 1.5
20 3 CBD
1.2
SOHO9 4

CBD
CBD
CBD

CBD
CBD

CBD 35
55.5% 35-50 35.0%
50 90.4%

CBD
CBD CBD

CBD


CBD
CBD CBD

CBD

CBD

100 64
CBD
CBD


1112//

CBD

CBD CBD

20

10
8
3000

5
1

38 16

22 18 5 21 40
36 10 18 7

10
4619
2726 11159 8866.23
936.74 2156.24
5499.82 1870.87 13683.1

1458.56

2
100

/.

80009000
2030 10

10002000

260

// 30

//


1100

2003 10

5050 7525
8020
200 1000 12

2004
10 23


30
500


2000


10

2225
27
30

3040

SOGO

SOGO SOGO SOGO


84000 3
6 2 3

1200
70

800

SOGO

SOGO

34 20 2002
4360 SOGO

SOGO

SOGO SOGO

1999 2.9 2000


5 67.77%2001 7.9
57.262001 10
KTV
40000

Shopping
Mail
"
"

Mall
10%

--""
5
76 47 12

17
50%

36000

(2)""

(3)

5.1

5.2

5.35A
5A A Advantage()
5A

5A
5A

5A 1
2345
5A

20

10 15

xm.focus.cn

500
200 60

50

200

12~16
1~2
4

200 300

goodfeel

1 60~65%
4.80 9~12

4~6 2~4

2 4~6

1 25
30~40 50
3~6
800
26 17

10~40

5A

5A

5A

5A

5.4

2
3 30006000 10
4


1
2 4
10
3 300500 4.5 -5.5 //
5 7 9

1
10
10--30
15-20

20
5--8

2
3.2 8 8 30--50
3 80~120 800~2000
2000~5000 5000~20000
10000-20000
4

1 5

3150~500 2

2 4.5
20 /100

3 200~500
80~200 150~10000

6.1

2006 500 2006 1-9


2005 1.5 143

2008

2008

2007 620
52% 2008

2008 300
2008


350

2008


20%

910

2006 20042020

2005
0.9
2008 2.19 /
0.3 /
10

2008

2008

6.2

"

"""
""""""""""
""""
""

6 "
"""""""""""""??

2008

2008 15

2008

"

2008

2007
2008

2008


"

"


2008

" "

" ""

2007
" ""
"

""

"
"
6.3 CBD
2008 CBD
2008 CBD 38

2008 CBD 802


370 19
85 2002 1-2
SOHO

CBD 28000
6000 100000
32000 120
CBD
m2
60,000 2007

200,000 2007
SOHO 93,000 2004
LG 35000 2005
70,0002005
10000, 2004
19000 2007
10000 2005
100 5000 2005
37000 2004
20000 2005
12000 2006
19500 2007
8000 2007
SOHO 590002007
22000 2007
100000 2006
20000 2006
55000 2005
854500
XXX
3.
CBD SOHO 2001 1-2
22000 / 3 SOHO 30000 /
CBD 60000 /
25000 / 30000 /


SOHO
50-70

/ 12-18 //LG
170

/, 45 // 10 4.83
5 130 395 10 241 //

CBD
.CBD
CBD

100

1.
CBD
110
35 CBD
2 110 20

2
SOHO 25
28 10

2.
CBD 100
MALL86 18 CBD
5
CBD

CBD

CBD

3.

CBD

CBD

CBD

.CBD
1.
CBD 10 CBD
800 5
100

28000 100 280


2005 2900 10% 2005
778 36% CBD
CBD 3

10 7 CBD 10 8.5 6.5


28 4 15


LG
CBD



SOHO 15 // 8 // 70%

6 // 15 //
2.
25 CBD
CBD
90

CBD

CBD CBD

CBD CBD

CBD

CBD

2007 2007 27
237 10
162 70%
5+1 (WERKHART)

CBD SOHO
12 / 13
3.2 / 100

sunny town

2007 6
110
600

2.5

2007