仲量联行：上海商业地产租赁需求持续回暖大宗交易投资热度升温

中国经营报07-15

中经记者石英婧上海报道2026年第二季度，上海商业地产市场活跃度持续复苏，整体租赁需求及大宗交易投资热度进一步回升。仲量联行上海商业地产部总监兼华东区零售地产部负责人黄臻向《中国经营报》在内的媒体表示：“2026年第二季度，上海甲级办公楼市场需求继续回暖，大面积成交段占比有所上升。租金降幅收窄，然而整体租金表现持续分化。”零售物业方面，得益于第二季度新开项目良好的租赁表现，整体净吸纳量明显回升...

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上海报道2026年第二季度，上海商业地产市场活跃度持续复苏，整体租赁需求及大宗交易投资热度进一步回升。仲量联行上海商业地产部总监兼华东区零售地产部负责人黄臻向《中国经营报》在内的媒体表示：“2026年第二季度，上海甲级办公楼市场需求继续回暖，大面积成交段占比有所上升。租金降幅收窄，然而整体租金表现持续分化。”零售物业方面，得益于第二季度新开项目良好的租赁表现，整体净吸纳量明显回升...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2026-07-15/doc-inihwezk1164154.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IQRA","symbol_name":"NYLI CBRE Real Assets ETF","start_time":0,"source_url":"https://finance.sina.com.cn/jjxw/2026-07-15/doc-inihwezk1164154.shtml","article_id":"2651911439","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2651911439","pubTimestamp":1784088960,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"中经记者 石英婧 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上海报道2026年第二季度，上海商业地产市场活跃度持续复苏，整体租赁需求及大宗交易投资热度进一步回升。仲量联行上海商业地产部总监兼华东区零售地产部负责人黄臻向《中国经营报》在内的媒体表示：“2026年第二季度，上海甲级办公楼市场需求继续回暖，大面积成交段占比有所上升。租金降幅收窄，然而整体租金表现持续分化。”零售物业方面，得益于第二季度新开项目良好的租赁表现，整体净吸纳量明显回升；“大店趋势”反映头部品牌门店规模化、标杆化的态势。物流地产方面，租赁市场保持活跃，租户在租金持续下行的市场环境下持续优化仓储布局，子市场之间仍然保持分化态势。投资市场方面，大宗交易市场共录得27宗交易，成交金额较去年同期上涨14%。酒店市场方面，2026年上半年上海酒店市场量价齐升、客流稳健，业绩持续向好。数据显示，2026年二季度，上海甲级办公楼市场租赁活跃度继续回暖。全市净吸纳量录得23.2万平方米。上海商业地产部副总监朱熙东表示：“租赁活跃度继续改善，升级型需求持续利好整体市场，部分高品质项目收获较为活跃的租赁需求。”中央商务区净吸纳量录得10.6万平方米，金融及专业服务企业仍是主要需求来源。非中央商务区市场净吸纳量录得12.6万平方米。以游戏和人工智能相关为代表的科技互联网企业保持租赁势头。值得关注的是，2026年上半年上海核心商圈延续了一场“大店浪潮”—— 杜比张园全球首家旗舰体验中心、现代汽车静安寺商圈UX Studio等上千平方米级超级旗舰店纷纷开业。仲量联行研究部数据显示，2024年下半年至2026年上半年间，上海已陆续开设超过20家头部品牌旗舰大店，平均面积超1100平方米。这不仅印证了大店数量的显著增长，更反映出门店规模化、标杆化的态势。黄臻表示：“越来越多的品牌正通过超大面积门店，重新定义线下价值。这些大店不再只是‘卖货’的场所，而是品牌理念的展厅、用户社交的客厅、生活方式的体验场。”黄臻表示：“预计消费者对于健康生活、情绪价值和理性消费的持续关注将持续深化，这些消费趋势将为运动服饰、潮流玩具、数码电子产品及平价餐饮等业态提供稳定的租赁需求支撑。”（编辑：张家振 审核：童海华 校对：张国刚）\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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仲量联行：上海商业地产租赁需求持续回暖 大宗交易投资热度升温

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仲量联行：上海商业地产租赁需求持续回暖大宗交易投资热度升温