（打印版）世邦魏理仕：2022年上海房地产市场回顾与2023年展望报告（12页）.pdf

1、ts around the world loosened COVID-related travel restrictions.In 2022,for instance,the number of international overnight arrivals is expected to have doubled(109%annual growth)compared to 2021 reaching 62%of 2019 volumes.Zooming in on specific countmbers,but in Northeast Asia,recovery was slower,with South Korea and Japan reopening its borders in the second half of the year.That said,we may be optimistic about the recovery of Travel&Tourism to pre-pandemic levels in 2023.The return of trends li。

2、印刷。
产业链逐步完善中国俱乐部不断获得国际电竞赛事锦标，引领了国内新一轮电竞热潮，在政府政策和市场商业化等多方助推下，我国电子竞技产业2021年持续高速发展电竞行业宏观趋势-中国市场情况信息来源：中国音数协游戏工委，公开信息，毕马威分析中国电子竞技行业已进入良性增长阶段以亚运会及上海电竞协会等推动的电竞标准化建设和法律服务体系举措等为标志，中国电竞战队在多项世界级联赛中表现突出，引全民电竞热中国电子竞技行业市场规模持续增长，移动端表现亮眼市场规模保持增长，但增速受疫情影响有所下降移动端市场占比超、未成年用户使用时间等，并和电子竞技产业链企业携手，在电子竞技的各个环节进行相应规范和制度的探索、制定与落实，推动产业标准化、规范化发展不断探索电子竞技的内涵，丰富更多种类的电竞形式，不断拓展电子竞技的外延及跨界合作，领域涉及至体育、文旅、酒店、汽车、娱乐影视等重点消费领域，提升更广人群的电竞影响5557598839813313523653733634254952022E2019202020211,6731,1361,4741,849250+29.8%+13.5%+10.5%移动端电竞端游电竞电。

3、命科学为主题的园区物业成交依旧活跃，张江、临空等核心商务园区子板块均在年内录得增值型交易。
另外，自用买家比重相对可观，产业聚集导向作用下，科技巨头购置位于徐汇滨江的优质甲级楼宇，金融机构依旧青睐黄浦滨江、北外滩等板块，而作为后起之秀的能源企业年内交易总额位列第一，多选址苏河湾及大虹桥板块。
除此之外，交易标的延续多元趋势，以社区商业为代表的零售物业需求稳定，工业厂房及长租公寓交易占比连续三年录得增长。
依据交易笔数来看依据交易笔数来看，投资型交易占比较上年进一步提高投资型交易占比较上年进一步提高，达跨境投资者中约 93%来自地产基金与机构投资者，其偏好物业类型仍以核心拓展区的写字楼及位于成熟板块的商务园区为主，成熟运营的社区零售物业与具备改造条件的长租公寓亦获得不少外资买家的关注。
“年末升温的上海物业投资市场为本年度画上圆满句号，也为 2023 年带来无限憧憬，疫情扰动减弱与经济预期向好将为逐渐回稳向上的物业投资市场注入更多动能。
我们预计在 2023 年上半年，随着租赁市场的稳定复苏，写字楼与零售物业将展现更为强劲的韧性优势，资产流动性有望得到加强；而物流与长租公寓等新经济资产将持续获得投。

4、ge,and waste and recycling.The integration of electricity with complementary infrastructures occurs in the end-use sectors,i.e.buildings,transport,industry and agriculture.Illustrating the value of integrating electricity with complementary infrastruhe framework is underpinned by key enablers(see Appendix),including workforce skills development,technology innovation,and integrated system planning and operations.While further efforts will be essential,this high-level framework aims to serve as th。

5、ure travel took a toll on sun and beach locations,and the drop in international tourists and business travellers saw a fall in visits to city destinations too.As people sought to avoid crowds,travel shifted away from these traditional holiday choicesincrease of 75%compared to 2021,with beach holidays making up 35%of worldwide packages back to the same share they had in 201910.In July 2022,international tourist arrivals in European sun and beach destinations were only around 15%below 2019 levels,。

6、行业规模，完善产业链；同时积极宣传，拓展电竞受众，打实用户基础-优化电竞生态，吸引更多的赛事举办及电竞游戏企业和战队的入驻-更进一步认知用户需求，以内容、IP为主导，形成真正有文化影响力的国产游戏，注重用户体验形成高用户黏度的好产品，以便于更好地出海上海电竞产业发展国内领先，行业规模持续增长，产业链逐步完善，电竞生态持续拓展，受益于产业基础优势未来行业将持续稳定发展上海电竞城市未来发展展望-产业信息来源：专家访谈，公开信息，毕马威分析上海电竞产业发展现状未来发展方向展望规模增速领先，赛事收入占全用户基数大，年轻用户占比高202 2832020 2021+40%赛事收入50%+电竞俱乐部43.6%电竞场馆47+移动端游戏迎来发展热潮移动设备普及率与使用时长的提升，手游渗透率也随之提升电竞移动端市场规模已占全球最大份额，王者荣耀、PUBG mobile等引领中国手游竞技发展电竞与传统体育竞技融合，拓展电竞受众群体电竞与传统体育的融合将提高电竞的普及度，如FIFA、NBA 2K已有先例，依托传统体育受众将极大促进电竞的人群渗透游戏直播带动电竞文化传播2021年国内电竞直播市场规模近200亿，。

7、the community level and/or at the individual level.Case study:A vehicle-to-grid charging infrastructure project in the UK enabled over 3 million“free”miles for customers that made money from exporting electricity stored in their EV back to the grid a(all colours of hydrogen)and carbon capture and storage(CCS).Waste heat from industrial processes(e.g.steel works)can be used in further industrial processes,and water can be used to store excess heat or electricity.Electrification of vehicles,indust。

8、compromise on their flight itinerary,often preferring to pay more if they can avoid layovers or inconvenient flight times.Travellers are also less willing to compromise on their in-destination experiences and dining out.On the other hand,consumers aradvisor,July 2022 for travel in Autumn 2022)A World In Motion:Shifting consumer travel trends in 2022 and beyond12Back to topA Skyscanner survey also found that travellers were willing to economise by picking a destination where their currency will b。

9、aste infrastructures.United Kingdom(continued)FIGURE 3Key integrationsElectricity and gas and storageFuture system operator to integrate long/medium-term electricity and gas planning efficiently.Target for 10GW of low-carbon hydrogen production capacincluding green hydrogen:Industrial Hydrogen Accelerator Programme,Low Carbon Hydrogen Supply 2,Hydrogen Skills and Standards for Heat.Electricity and digital systemsModernising Energy Data programme working to embed data best practice,regulatory exp。

10、ity which is already on a downward trajectory falling by an average rate of 2.3%annually since 201040.Its perhaps unsurprising,therefore,that 67%of the respondents in the T Group Sustainable Travel Consumer Report cited the pandemic as one of the reas are actively(always or occasionally)seeking sustainable travel options,and three quarters(75%)stated a desire to choose sustainable travel options in future.More than half(59%)were either already paying to offset their carbon emissions or willing t。

11、inability and climate impact,and an affordable and just system.Yet there is an opportunity to take this a step further.It will be easier to manage reliability and resiliency,identify opportunities for flexibility and improve overall energy productivim value across the economy,environment and society.The outcomes can include job creation,economic development and improved health through reduced air pollution.The Electricity+framework encourages stakeholders to consider the system value framework w。

12、rs,with estimated annual growth of 280%in 2022,the picture was mixed at a local level.Southeast Asia witnessed the strongest annual growth of overnight international arrivals with an almost 13-fold estimated increase.In Northeast Asia,international alight bookings on the platform increased more than sevenfold in 2022 compared to 2021 a recovery to 75%of 2019 levels.In the same period,international accommodation bookings increased by 233%,reaching 73%of 2019 volumes63.Transatlantic travel between。