China's Industrial Real Estate Trend Watch
In this report, Caixin Global Intelligence depicted the policy and market environment of China's industrial real estate, researched business models and characteristics of the industry, and illustrated opportunities and challenges for foreign investors.

The Report of the 19th National Congress of the Communist Party of China (CPC) has noted a series of top-level plans for building a modern economic system, promoting industrial restructuring and building an innovation-oriented country. This has provided new opportunities for the rapidly developing industrial real estate industry and pointed out new directions for development. At present, the domestic economy is growing steadily; the industrial structure is getting gradually optimized; regional plans are issued one after another; emerging industries are developing rapidly, and the macro environment is improving. Industrial real estate has become the focus of the government, enterprises and capital, whether in the sense of policy environment or the trend of the market. Enterprises involved in industrial real estate are becoming more diversified. Real estate developers, real enterprises, various e-commerce and financial capital have all set foot in the real estate industry. Mergers and reorganization in the industry have also become active. Various business models and subdivisions have emerged. Meanwhile, we are aware that China’s real estate industry is still facing a series of challenges, including those related to policies, capital, human resources and operations. Under the new normal of new economy, new merging and new growth, the development of China’s industrial real estate is shoving the trend of intelligence, specialization, capitalization and integration. Going forward, industrial real estate industry should focus on the changes and trends in new models of development, operation and investment promotion when creating intelligent benchmarks for industrial real estate, outputting a specialized asset—light strategy, breaking through development bottlenecks for capitalization, and expanding an integrated circle of friends. It is necessary to support the transformation and upgrading of industrial real estate so that China can move toward the middle and high end of the global value chain.