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香港創新科技發展藍圖》於2022年12月發表,勾劃出香港未來5至10年創新科技發展的整體方向和主要策略,目標是令香港更具競爭力,以及令香港的行業更多元化。本研究報告首次深入探討將香港發展成為世界領先的創新科技樞紐的策略計劃,以及該計劃如何為創新科技界和城市的未來發展帶來寶貴機遇。.

本報告原刊登於 https://www.colliers.com/en-hk/research/hong-kongs-i-and-t-future-and-its-property-implications

辦公室產業已經轉型,資產擁有人需要調整,彈性辦公空間業者也是如此,否則曾被視為辦公室市場破壞者的彈性辦公空間業者,本身也會受到破壞。.

佔用人狀況的轉變帶來了空白空間的機會。我們看到企業解決方案和統包辦公室的需求上升。我們相信這為管理式套裝產品提供了機會,而這種產品在許多亞太地區市場尚未成為主流。問題是:誰最適合提供這類產品?

與此同時,資產業主正致力於以整體、整合、款待導向的便利設施堆疊來提升佔用人的體驗。這是否是新型經營者的機會?

這是一個令人振奮的時刻,用戶趨勢驅使著市場如何提供未來工作場所的創新。這可能是 Office 2.0 的曙光,至少也是 Flex 2.0 的曙光。.

本報告原刊登於 https://www.knightfrank.com/research/report-library/the-flexible-workspace-outlook-report-2023-2023-10012.aspx

在當前全球經濟充滿挑戰的時刻,亞太地區仍然是一個亮點。部分原因在於投資者可藉由嶄新且引人入勝的機會,尤其是超越住宅、商業及零售等傳統產業的資產類別。.

本期 Knowledge Brief 探討投資於利基和新興領域的理由,這些領域的表現優於傳統資產類別。這些產業包括多戶家庭住宅、彈性辦公空間、老年生活、醫療保健與生命科學、可再生能源、現代工業園區、倉儲、資料中心等。.

區域投資環境的趨勢與機會為何?科技以及生活方式和工作方式的改變如何導致投資人重新思考他們的策略?

本卷的文章討論了房地產產業如何充滿機會,以及亞太地區的強勁前景。.

財富報告》是萊坊的旗艦年度刊物,提供有關全球財富、優質物業及投資的獨特觀點。.

今年的報告已經是第 17 版,詳細分析了全球的經濟表現、財富創造和資產類別,以及我們對全球商業和住宅房地產的預測。.

本報告原刊登於 https://www.knightfrank.com/wealthreport

在調查期間,租戶查詢及實地視察數字上升。在香港特別行政區,由於邊境重新開放及防疫措施放寬,導致查詢及巡查次數增加。.

所有行業的擴張性需求均有所增長,其中以零售業和工業為主。香港特別行政區對更多空間的需求上升,而印度的新設和擴張活動則持續強勁。.

2 月份,整個區域的優惠力度減弱,尤以澳洲和韓國為甚。在韓國和印度的帶動下,租金持續回升。.

隨著擴張性需求的復甦,大多數市場的氣氛都有所改善。儘管亞太地區仍是租戶市場,但業主的議價能力正在提升。.

本報告原刊登於 https://www.cbre.com/insights/briefs/Asia-Pacific-Leasing-Market-Sentiment-Index-March-2023

Interest in the logistics sector has persisted over the past half-year, and both development and transaction activity have remained strong. That said, the market appears to be entering a period of transition, and there are some concerns that the previously tight balance between demand and supply has already started to loosen.

Although vacancies in Greater Tokyo and Greater Osaka remain moderate overall, average rents experienced a contraction over the past half-year. Furthermore, some existing facilities are reportedly struggling with vacancies, and pre-leasing activity has been sluggish in several new developments.

Indeed, a wave of new supply is forecast over the next few years in both submarkets, and competition for tenants will increase, which is likely to contribute to some upward vacancy movement and revisions in rents. Meanwhile, structural factors also look set to affect confidence in the logistics sector. The ongoing labour shortage continues to increase labour costs for logistics companies, while the increase in construction costs and interest rates are forcing some investors to reconsider acquiring land for development as well as logistics facilities for the meantime.

Nonetheless, the fundamentals in the sector are still strong, and tenant demand will likely persist due to the strong growth potential of the e-commerce industry. Hence, the outlook should remain positive overall for the logistics market going forward.

本報告原刊登於 https://www.savills.co.jp/research_articles/167577/210564-0

自2009年以來,MSCI每年都會追蹤董事會性別多元化。 《女性董事報告》重點關注上市公司在各個市場和行業的趨勢。這份年度報告為公司、研究人員和政策制定者提供了一個客觀的視角,概述了女性在董事會層面以及執行長和財務長等職位中的佔比變化。.

主要發現

  • 整體而言,2022年女性董事的比例持續成長,在MSCI ACWI指數成分股公司達到24.5%,高於上年度的22.6%。擁有至少30%名女性董事的指數成分股公司比例在2022年增加至38%,高於上年度的33%。.
  • 2020 年女性董事人數增速明顯放緩後,2021 年在已開發市場 (DM) 和新興市場 (EM) 均反彈,並在 2022 年繼續復甦,但美國除外。儘管 MSCI 世界指數中美國成分股公司中女性董事席位的總體比例持續增長,並在 2022 年超過 30%,但過去三年增速有所放緩。.
  • 2022 年,醫療保健行業在女性擔任董事職位的總百分比(27.3%)和至少有 30% 個董事席位由女性擔任的公司百分比(45.4%)方面均超過了其他行業。.
  • 2022年,MSCI ACWI指數成分股公司中女性CEO的比例增加至5.81兆(高於2022年的5.31兆),而女性CFO的比例也增加至16.91兆(高於2022年的15.81兆)。新興市場公司中女性CFO的比例最高,達19.91兆。.

本報告原刊登於 https://www.msci.com/research-and-insights/women-on-boards-progress-report-2022

With e-commerce penetration moderating and the growth in online sales normalising, at the same time consumers are returning to physical retail stores in great numbers, boosting footfall across many markets in Asia Pacific. Our research finds that an overwhelming majority of consumers in the region still choose to purchase goods using a range of different physical and digital touchpoints, otherwise known as omnichannel.

This Viewpoint identifies the factors driving the return to brick-and-mortar retail and explains how operators of physical stores can adapt and evolve to ensure they stay relevant in the omnichannel world.

While evidence shows that physical stores will remain at the forefront of sales strategies, CBRE believes their role must adapt and evolve to serve omnichannel retail. This evolution will see retail stores shift away from being locations purely where transactions are made, towards becoming hubs that provide comprehensive customer experiences. Investors and landlords must also adjust their strategies to suit changing consumer behaviours and retailers’ preferences.

本報告原刊登於 https://www.cbre.com/insights/viewpoints/optimising-brick-and-mortar-stores-to-serve-omnichannel-retail

Nearly six years after CBRE brought to the fore the aspirations of the millennial generation in terms of how they live, work and spend their money, we went back to the drawing board to track how each generation has evolved since then. Our Live-Work-Shop survey, conducted late last year, polled more than 20,000 people worldwide, from Gen Z to baby boomers. The aim again was to understand how they will live, work and shop in the future, and how the shifting dynamics would impact the real estate they use.

The survey featured around 1,500 respondents from India, and its findings revealed fresh insights for real estate occupiers, developers and investors. We believe these stakeholders can harness our survey findings to make informed decisions and strategies to ensure that our real estate spaces are positioned to meet users’ evolving needs.

本報告原刊登於 https://www.cbre.com/insights/local-response/voices-from-india-how-will-people-live-work-and-shop-in-the-future

CBRE’s 2023 China Investor Intentions Survey was conducted between November 8, 2022, and December 2, 2022. A total of 207 mostly China-based investors participated in the survey, which asked respondents a range of questions regarding their buying appetite and preferred real estate strategies, sectors and markets for 2023.

Pandemic-related uncertainty, geopolitical tension, slower economic growth and weaker leasing fundamentals dampened commercial real estate investment sentiment in China in 2022. Full-year investment volume dropped by 22% y-o-y to RMB 220 billion, while cross-border investment fell by 19% y-o-y to RMB 49 billion. Active sectors included multifamily, science parks and industrial factories, which continued to benefit from the development of a public REIT market.

Respondents’ intentions to “buy more” and “sell more” both dropped in 2023 due to recessionary fears and mounting geopolitical tension, reflecting the mood of caution in the short-term. However, it should be noted that this survey was conducted between November 8, 2022, and December 2, 2022, prior to the government’s unveiling of a 10-point plan signalling a shift away from the zero-covid policy. CBRE expects the relaxation of the zero-covid policy; the release of industrial support policies including the “three arrows”; and the promotion of the platform economy to boost investor sentiment, ensuring actual investment activity eclipses the survey results.

本報告原刊登於 https://www.cbre.com/insights/reports/2023-china-investor-intentions-survey