By BAI Fan
The success of the logistics industry is igniting growth in surrounding sectors. Driven by the rise of e-commerce and a cooling housing real estate market, logistics real estate is increasingly appealing. However, as the logistics industry evolves, issues like differentiation and park location are testing new entrants.
The Greater Bay Area is a hotspot, with open business and rising consumer trends driving local logistics development. The thriving logistics investment market here due to cross-border trade is poised to continue.
Logistics infrastructure is pivotal for industrial upgrades and the new economy. Amid economic growth, rental rates in the Greater Bay Area remain stable.
Nevertheless, the market is experiencing differentiation and challenges. High-standard warehouse supply is struggling to meet demand, presenting an opportunity for investment.
Cold chain facilities are a focus, with companies like Zhuhai Wanwei Logistics Development Group benefiting from the cold chain market. While competition intensifies, some assets are facing rental pressure due to location factors.
