中国商业地产新实践与新趋势.pdf

BOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINA中国商业地产新实践与新趋势环境社会治理BOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINA中国商业地产新实践与新趋势BOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINA年中国二氧化碳排放量和全球占比二氧化碳排放量（亿吨）全球占比碳达峰碳中和：非化石能源消费占比双碳目标单位二氧化碳排放：中国商业地产新实践与新趋势BOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINA中国有的碳排放来自城市我国房地产碳排放占总量达BOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINA100%98%97%94%92%92%92%86%81%78%78%77%日本美国法国英国澳大利亚加拿大德国意大利新加坡中国韩国全球平均中国商业地产新实践与新趋势BOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINA注重员工健康采用本地供应商或进行可持续采购资源利用或减少浪费计划可再生能源利用在资产组合中选取绿色认证楼宇在租赁尽职调查中涵盖绿色要素污染减排计划进行能源审计设定净零目标受访者占比（左轴）（左轴）同比提升比例（右轴）中国商业地产新实践与新趋势BOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINA在租金相近的情况下，有意愿搬迁至该类写字楼中有意愿为搬迁至该类写字楼並支付租金溢价认为其他建筑属性（例如区位、设施）更为重要，但偏好绿色建筑不确定 不关注内圈为2022年外圈为2023年28%34%38%可以考虑不愿意尚不确定中国商业地产新实践与新趋势BOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINA0%10%20%30%40%50%60%已设置零碳目标计划/考虑中考虑但较难实施未在考虑中/不确定有意愿为搬迁至绿色写字楼支付租金溢价的租户占比有意愿对所在楼宇业主进行升级和绿色改造而支出一定的费用的租户占比0%5%10%15%20%25%30%35%金融业专业服务医药及生命科学零售贸易科技互联网交运仓储房地产建筑制造业能源及公共事业有意愿为搬迁至绿色写字楼支付租金溢价的租户占比有意愿对所在楼宇业主进行升级和绿色改造而支出一定的费用的租户占比中国商业地产新实践与新趋势BOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINA没有充足的隔音空间没有充足的小型会议室大型会议空间未得到充分使用没有充足的协作空间或小组项目空间空间设计难以轻松配置成不同用途缺乏更多的健康配套设施如健身房难以满足标准中国商业地产新实践与新趋势BOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINA0%5%10%15%20%25%30%050010001500200025003000350020102011201220132014201520162017201820192020202120222023Q1绿色办公楼总存量（左轴）绿色办公楼渗透率（右轴）绿色办公楼占全国优质办公楼存量比例万平方米中国商业地产新实践与新趋势BOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINA上海北京深圳广州成都杭州西安苏州武汉宁波无锡南京青岛天津大连沈阳长沙重庆绿色办公楼总存量绿色办公楼总数白金级渗透率华北北京天津大连沈阳青岛华东上海南京杭州宁波苏州无锡华南广州深圳华西成都重庆西安华中武汉长沙各城市绿色办公楼存量和渗透率中国商业地产新实践与新趋势BOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINA17%27%51%58%2006-20102011-20152016-20202021至今目前大部分办公室已经位于绿色楼宇内的租户占比不到。与之相对的是，的租户表示有意愿租赁绿色健康认证楼宇。全国个主要城市绿色办公楼各时期净吸纳量占比中国商业地产新实践与新趋势BOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINA绿色办公楼和其他优质办公楼季度租金变化率对比-2.5%-2.0%-1.5%-1.0%-0.5%0.0%0.5%1.0%1.5%123412341234123412341234123412341201520162017201820192020202120222023季度租金变化率绿色办公楼租金变化率其他优质办公楼租金变化率中国商业地产新实践与新趋势BOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINA各城市绿色办公楼渗透率及与其他优质办公楼租金对比0%10%20%30%40%50%0%10%20%30%40%50%60%70%租金溢价率绿色办公楼渗透率青岛西安宁波大连苏州无锡南京沈阳上海北京天津广州重庆杭州深圳成都长沙青岛中国商业地产新实践与新趋势BOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINA76%13%7%4%53%12%28%7%41%7%35%17%已经考虑ESG将会在3-5年内考虑ESG将会考虑ESG不太可能考虑ESG20232022202149%28%13%6%43%21%11%25%不到5%5%-10%10%-20%20%[phone]年投资者计划在投资中践行政策的想法未来年，投资者计划投资在整体房地产投资组合中的占比预测中国商业地产新实践与新趋势BOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINA中国商业地产新实践与新趋势BOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINA中国商业地产新实践与新趋势BOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINA界定建筑物 场所边界确定排放源种类收集资料计算与碳抵消物购买碳中和认证燃料消耗数据/记录/仪表度数，例如：柴油，液化石油，企业车辆汽油，燃气购买、储存制冷剂、灭火器的记录水电费账单，读表数燃气账单、读标数员工差旅，交通，采购纸张，通勤等范围 释义（直接排放）范围 释义（间接排放）范围 释义（其他间接排放）中国商业地产新实践与新趋势BOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINA年租户计划在未来租约中规划绿色条款的比例中国商业地产新实践与新趋势BOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINA业主同意租赁期内维持楼宇评级认证业主对碳排放数据的披露与业主在租期内就环境改善目标达成共识要求业主实施全面循环利用系统在楼宇中使用可再生能源共享有关能源、水和废物排放的数据要求业主制定管理和消除有害物质的措施使用可持续环保材料进行装修中国商业地产新实践与新趋势BOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINA办公场所环境绩效办公室装修和翻修时间表清单技术指南评估流程中国商业地产新实践与新趋势BOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINABOMACHINA BOMACHINA BOMACHINA BOMACHINABOMACHINABOMACHINABOMACHINA