2018中国商业地产发展白皮书1、前言.............................................................................12、市场:新开工、投资回落显著,土地市场加速分化......................................22.1商办市场表现:投资、新开工下降,销售面积维持稳定.............................22.2商办土地市场:二线、三四线土地市场升温,整体供应过剩.........................62.3趋势:多指标背离折射行业新变局,结构性机遇待启...............................93、消费与零售:新商业形态重塑商业地产发展逻辑.......................................153.1消费升级:变化中的客群,引领品质消费新趋势...................................153.2模式变革:新零售重塑价值链,商业地产形态蝶变.................................184、企业:大变局时代的商业地产扩张法则...............................................264.1全产业链加速迭代升级,产品创新持续突破.......................................264.2加速周转成主流,“商业去化”和“去商业化”并举...............................294.3联合拓展深化布局,“商业+地产”方兴未艾......................................304.4轻资产扩张、金融创新提速,共筑企业竞争护城河.................................32结语...............................................................................36专题:商