2021年是高标准物流仓库(简称高标仓)市场既快速发展又面临变革和挑战的一年。宏观经济持续发展、消费升级、第三方物流稳步扩张,电商及新零售成长并逐渐渗透,加之制造业的高速发展,这些均成为高标仓发展的动力。高标仓在投资者间、城市之间、子市场间、运营赛道等四个方面的分化格局将进一步加剧,冷链以及“最后一公里”储配结合或将成为热点。公募REITs的推出使得高标仓的市场化程度更高,“价值锚”的作用使得产品特点更加明确。同时,随着国内外形势变化以及双循环经济的发展,数字化、智慧化、节能减碳、绿色环保、可持续发展等将成为新的发展趋势和增长点。
<<2021 is a year when the high standard position market not only develops rapidly,but also faces changes and challenges. Sustained macroeconomic development,consumption upgrading,steady expansion of third-party logistics,growth and gradual penetration of e-commerce and new retail,coupled with the rapid development of manufacturing industry,have become the driving force for the development of high-standard warehouse. The differentiation pattern of high-standard positions among investors,cities,sub markets and operating tracks will be further intensified,and the combination of cold chain and “last kilometer” storage and distribution may become a hot spot. The launch of public REITs makes the marketization of high-standard positions higher,and the role of “anchor” makes the product characteristics more clear. At the same time,with the changes in the situation at home and abroad and the development of double circular economy,digitization,intelligence,energy conservation and carbon reduction,green environmental protection and sustainable development will become new development trends and growth points.
<<Keywords: | Digital IntelligenceDouble CarbonLogistics Real EstateHigh Standard WarehousePublic Offering REITs |