馬來西亞房地產(chǎn)市場前景及投資研究報告-培訓課件外文版2024.4萬達萬科恒大碧桂園

INDUSTRIES

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MARKETSRealestateinMalaysiaCHAPTER

01OverviewGrossdomesticproduct(GDP)fromrealestateinMalaysiafrom2015to2022(inbillionMalaysianringgit)GDPfromrealestateinMalaysia2015-20223024.12523.0122.2920.6120.1718.97201510517.7517.560201520162017201820192020202120223Description:In2022,thegrossdomesticproduct(GDP)fromrealestateinMalaysiaamountedtoapproximately23billionMalaysianringgit.ThiswasanincreasebymorethanfivebillionMalaysianringgitfromthepreviousyear.TheGDPfromrealestateinthecountrysufferedadecreasein2020and2021,likelycausedbytheCOVID-19pandemic.ReadmoreNote(s):Malaysia;2015to2022Source(s):StatisticsMalaysiaShareofrealestatetothegrossdomesticproducts(GDP)inMalaysiafrom2015to2022ShareofrealestatetotheGDPinMalaysia2015-20221.8%1.6%1.6%1.5%1.5%1.5%1.5%1.4%1.4%1.2%1.0%0.8%0.6%0.4%0.2%0.0%1.3%1.1%2015201620172018201920202021*2022**4Description:In2022,therealestateinMalaysiacontributedtoaround1.3percentofthecountry'sgrossdomesticproducts(GDP),anincreasefrom1.2percenttheyearbefore.Since2020,theshareofrealestatetothecountry'sGDPhasbeendecreasing.

ReadmoreNote(s):Malaysia;2015to2022;*Estimate.**PreliminaryReadmoreSource(s):StatisticsMalaysiaTransactionvalueoftherealestatemarketinMalaysiafrom2017to2028(inbillionU.S.dollars)RealestatemarkettransactionvalueinMalaysia2017-2028655.024.934.964.834.734.524.374.34.0743.253.0332102.462017201820192020202120222023202420252026202720285Description:In2022,thetransactionvalueoftherealestatemarketinMalaysiareachedapproximately4.37billionU.S.dollars.Thetransactionvaluewasforecasttoincreasebetween2024and2028byatotalof0.2billionU.S.dollarsor4.23percent,andreachnearlyfivebillionU.S.dollars.ReadmoreNote(s):Malaysia;2017to2028Source(s):NumberofpeopleemployedintherealestateandbusinessservicesindustryinMalaysiafrom2015to2022(in1,000s)NumberofpeopleemployedinrealestateandbusinessservicesinMalaysia2015-20221,4001,1581,2001,00080060040020001,1371,1261,1231,0921,0551,020982201520162017201820192020*2021**2022**6Description:Approximately1.16millionpeoplewereemployedintherealestateandbusinessservicesindustryinMalaysiain2022.Thisindicatesaslightincreaseinthenumberofemployeesfromthepreviousyear.

ReadmoreNote(s):Malaysia;2015to2022;*Estimated.**Preliminary.ReadmoreSource(s):StatisticsMalaysiaNumberofpropertiesinMalaysiain2022,bytype(in1,000s)NumberofpropertiesinMalaysia2022,bytype7,0006,080.286,0005,0004,0003,0002,0001,000547.85Shops319.15120.2355.633.522.591.060ResidentialServicedapartmentIndustrySmalloffice,homeoffice(SOHO)HotelPurpose-builtofficeShoppingcomplex7Description:In2022,thereweremorethansixmillionresidentialunitsinMalaysia,thehighestnumbercomparedtoothertypesofproperties.Bycomparison,thereweremorethanonethousandshoppingcomplexinthecountryinthesameyear.

ReadmoreNote(s):Malaysia;2022Source(s):NAPICCHAPTER

02ResidentialrealestateResidentialtransactionvalueintherealestatemarketinMalaysiafrom2018to1sthalf2023(inbillionMalaysianringgit)ValueofresidentialrealestatetransactionsinMalaysia2018-H120231009094.2876.98070605040302010072.4168.7565.8744.7820182019202020212022H120239Description:Asofthefirsthalfof2023,thetransactionvalueoftheresidentialrealestatemarketinMalaysiawasnearly44.8billionMalaysianringgit.Bycomparison,thetransactionvaluereached94.28billionMalaysianringgitinthepreviousyear.?Overall,thetrendfromresidentialpropertymarketindicatesafluctuationinthevalueoftransactionsoverthespecifiedperiod.ReadmoreNote(s):Malaysia;2018toH12023Source(s):NAPICResidentialtransactionvolumeintherealestatemarketinMalaysiafrom2018to1sthalf2023(in1,000s)VolumeofresidentialrealestatetransactionsinMalaysia2018-H12023300243.19250209.3197.39198.81191.3520015010050114.97020182019202020212022H1202310Description:Asofthefirsthalfof2023,thetransactionvolumeoftheresidentialrealestatemarketinMalaysiawasnearly115,000,slightlydecreasedincomparisontothesameperiodinthepreviousyear.Overall,thetrendfromresidentialpropertymarketindicatesafluctuationintransactionvolumeoverthespecifiedperiod.ReadmoreNote(s):Malaysia;2018toH12023Source(s):NAPICValueperresidentialintherealestatemarketinMalaysiafrom2017to2028(in1,000U.S.dollars)ValueperresidentialintherealestatemarketinMalaysia2017-2028250210.43205.18200.85200.3198.69198.23196.74194.820015010050186.49187.53177.98149.96020172018201920202021202220232024202520262027202811Description:In2023,thevalueperresidentialpropertyintherealestatemarketinMalaysiaamountedtoaround200thousandU.S.dollars.Thevalueperresidentialrealestateinthecountrywasforecastedtoslightlydecreasewithinthenextconsecutiveyears,andreachedaround187.5thousandU.S.dollarsin2028.ReadmoreNote(s):MalaysiaSource(s):ApprovedloanforpurchaseofresidentialintherealestatemarketinMalaysiafrom2017to2022(inbillionMalaysianringgit)ValueofapprovedloanforresidentialpurchaseinMalaysia2017-2022200180160140181.37122120100806040200112.57103.7101.5293.1220172018201920202021202212Description:Asof2022,thevalueofloansapprovedforpurchaseofresidentialintherealestatemarketinMalaysiaamountedtomorethan181billionMalaysianringgit.Thiswasasharpincreasecomparedto122billionMalaysianringgitofapprovedloaninthepreviousyear.ReadmoreNote(s):Malaysia;2017to2022Source(s):NAPICPriceindexofhousesinMalaysiafrom2013to2022PriceindexofhousesinMalaysia2013-2022250208.4202.7200.3198193.720015010050187.6176.1164.5153.21400201320142015201620172018201920202021202213Description:ThehousepriceindexinMalaysiareached208.4in2022,anincreaseofmorethantwofoldcomparedtothebaseindexof100in2010.Thepriceindex,whichmeasurestheaveragechangeinpricesoveraperiodoftime,indicatedthatthevalueofhousinginthecountrycontinuedtoincreaseeveryyearsince2013.ReadmoreNote(s):Malaysia;2013to2022Source(s):NAPICAveragepriceofhousesinMalaysiafrom2018to2022(in1,000Malaysianringgit)AveragepriceofhousesinMalaysia2018-2022500450449.6437.23432.11427.17416.9940035030025020015010050020182019202020212022*14Description:In2022,theaveragepriceofhousesinMalaysiaamountedtoapproximately449thousandMalaysianringgit,anincreasebymorethan12thousandMalaysianringgitcomparedtotheaveragepriceinthepreviousyear.Ingeneral,thepriceofhousinginthecountryhasbeenincreasingeveryyear.ReadmoreNote(s):Malaysia;2018to2022;*Preliminary.1Malaysianringgitisequivalentto0.22U.S.dollarsand0.20eurosasofJanuary2024.ReadmoreSource(s):NAPICCHAPTER

03CommercialrealestateMarketvalueofcommercialrealestateinMalaysiafrom2018to2022(inbillionU.S.dollars)CommercialrealestatemarketvalueinMalaysia2018-2022140120121.77114.05109.58107.35103.851008060402002018201920202021202216Description:In2022,thevalueofcommercialrealestatemarketinMalaysiareachedmorethan121billionU.S.dollars,anincreasecomparedtothepreviousyear.Commercialrealestatemarketvalueinthecountryhasbeenincreasingyear-on-yearduringtheobservedperiod.ReadmoreNote(s):Malaysia;2018to2022Source(s):EPRAValueofcommercialpropertytransactionsintherealestatemarketinMalaysiafrom2018to1sthalf2023(inbillionMalaysianringgit)ValueofcommercialrealestatetransactionsinMalaysia2018-H120233532.6129.5128.993025201510527.9419.5316.76020182019202020212022H1202317Description:Asofthefirsthalfof2023,thevalueofcommercialrealestatetransactioninMalaysiaamountedtomorethan16billionMalaysianringgit.Bycomparison,in2022,thetotalvaluewasaround32.61billionMalaysianringgit.ReadmoreNote(s):Malaysia;2018toH12023Source(s):NAPICVolumeofcommercialpropertytransactionsintherealestatemarketinMalaysiafrom2018to1sthalf2023(in1,000s)VolumeofcommercialrealestatetransanctionsinMalaysia2018-H120233532.813025.6523.9425201510522.4320.2617.6020182019202020212022H1202318/statistics/1446079/malaysia-commercial-real-estate-transaction-volumeAsofthefirsthalfof2023,thevolumeofcommercialrealestatetransactioninMalaysiaamountedtomorethan17,600transactions.Bycomparison,in2022,thereweremorethan32,000transactionsintotalinthecommercialrealestatesector.

ReadmoreNote(s):Malaysia;2018toH12023Source(s):NAPICTotalexistingspaceofpurpose-builtofficeintherealestatemarketinMalaysiafrom2018toH12023(inmillionsquaremeters)Existingpurpose-builtofficespaceinMalaysia2018-20233024.5324.325201510523.7823.1822.5921.84020182019202020212022H1202319Description:Asofthefirsthalfof2023,thetotalexistingspaceofpurpose-builtofficeinMalaysiaamountedtoaround24.53millionsquaremeters,anincreasefrom24.3millionsquaremetersinthepreviousyear.Ingeneral,thevolumeofofficespaceinthecountryhasbeengraduallyincreasingeveryyear,indicatingtheavailabilityofnewofficebuildings.ReadmoreNote(s):Malaysia;2018toH12023Source(s):NAPICTotalexistingspaceofshoppingcomplexintherealestatemarketinMalaysiafrom2018toH12023(inmillionsquaremeters)ExistingshoppingcomplexspaceinMalaysia2018-20232017.5117.441816141210817.2816.8516.5115.97642020182019202020212022H1202320Description:Asofthefirsthalfof2023,thetotalexistingspaceofshoppingcomplexinMalaysiaamountedtoaround17.44millionsquaremeters,aslightdecreasecomparedtothepreviousyear.Ingeneral,thevolumeofshoppingcomplexinthecountryhasbeenincreasinginthepastfiveyears.ReadmoreNote(s):Malaysia;2018toH12023Source(s):NAPICNumberofshoppingcentersinMalaysiaasofH12023,bystateNumberofshoppingcentersinMalaysia2023,bystateNumberofshoppingcenters0102030405060708090100SelangorWPKualaLumpurSarawak887472Johor69PulauPinangPerak413837KedahSabah35NegeriSembilanPahang3024Melaka22Kelantan9Terengganu821/statistics/1447421/malaysia-shopping-centers-by-stateAsofthefirsthalfof2023,Selangor,thelargeststateinMalaysiahadthebiggestnumberofshoppingcenterswith88buildings.ThiswasfollowedbyWilayahPersekutuanKualaLumpur,whereMalaysia'scapitalcityislocated,with74shoppingcenters.ReadmoreNote(s):Malaysia;H12023Source(s):NAPICCHAPTER

04IndustrialrealestateValueofindustrialpropertytransactionsintherealestatemarketinMalaysiafrom2018toH12023(inbillionMalaysianringgit)ValueofindustrialrealestatetransactionsinMalaysia2018-20232521.162016.9615.0114.851510512.7610.94020182019202020212022H1202323Description:ThevalueofindustrialpropertytransactionintherealestatemarketinMalaysiareachedmorethantenbillionMalaysianringgitasofthefirsthalfof2023.Inthepreviousyear,thetotalvalueofindustrialpropertytransactionamountedtoaround21billionMalaysianringgit,asignificantincreasecomparedto2021.ReadmoreNote(s):Malaysia;2018toH12023Source(s):NAPICVolumeofindustrialpropertytransactionsintherealestatemarketinMalaysiafrom2018toH12023(in1,000s)VolumeofindustrialrealestatetransactionsinMalaysia2018-20239878.086.266.0365432105.64.763.7420182019202020212022H1202324/statistics/1446086/malaysia-industrial-real-estate-transaction-volumeAsofthefirsthalfof2023,therewerearound3,700transactionsofindustrialpropertiesintherealestatemarketinMalaysia.Intheyearbefore,morethan8,000transactionsforindustrialpropertiesweremade,anincreasecomparedto2021.

ReadmoreNote(s):Malaysia;2018toH12023Source(s):NAPICNumberofindustrialpropertiesintherealestatemarketinMalaysiaasof3rdquarter2023,bytype(in1,000s)NumberofindustrialpropertiesinMalaysiaQ32023,bytype7064.1260504029.12302010022.172.521.611.64TerraceSemi-detachDetachFlattedfactoryIndustrialcomplexCluster25Description:In2022,thereapproximately64,000unitsofterracedindustrialpropertiesintherealestatemarketinMalaysia,thehighestnumberamongotherindustrialtypes.Bycomparison,therewerearound1,600industrialcomplexinthesameyear.

ReadmoreNote(s):Malaysia;Q32023Source(s):NAPICCHAPTER

05LeadingcompaniesLeadingpropertydevelopersinMalaysiain2022,byrevenue(inbillionMalaysianringgit)PropertydevelopersinMalaysia2022,byrevenue65.254.454.41432102.72.72.592.322.041.51.29SunwayGroupSPSetiaIJMLandSimeDarby

GamudaLand

IOIPropertiesProperty

GroupMahSingGroupEcoWorldDevelopmentGroupUEMSunriseIGBBerhad27Description:In2022,SunwayGroupwastheleadingpropertydeveloperinMalaysiawith5.2billionMalaysianringgitinrevenue.SPSetiahadthesecondlargestrevenueamongotherpropertydevelopersinthecountryinthesameyear,with4.45billionMalaysianringgit.ReadmoreNote(s):Malaysia;2022Source(s):PropertyGuruGroupRevenueofSunwayGroupfromfinancialyear2018to2022(inbillionMalaysianringgit)RevenueofSunwayGroupFY2018-202265.194.955432104.23.723.212018201920202021202228Description:In2022,therevenueofSunwayGroupamountedtomorethanfivebillionMalaysianringgit.Thiswasanincreasefromaround3.72billionMalaysianringgitinthepreviousyear.SunwayGroupisoneofMalaysia'sleadingconglomerateswithacorebusinessinrealestatedevelopment.ReadmoreNote(s):Malaysia;FY2018to2022;financialyearendsonDecember31Source(s):SunwayGroupRevenueofSPSetiaBerhadfromfinancialyear2018to2022(inbillionMalaysianringgit)RevenueofSPSetiaFY2018-20225.04.54.04.453.933.763.593.53.02.52.01.51.00.50.03.232018201920202021202229Description:Infinancialyear2022,MalaysianpropertydeveloperSPSetiaBerhadrecordedarevenueof4.45billionMalaysianringgit,anincreasecomparedtothepreviousyear.SPSetiaisoneofthecountry'sleadingrealestatecompanies.

ReadmoreNote(s):Malaysia;FY2018to2022;financialyearendsonDecember31Source(s):SPSetiaRevenueofIJMCorporationBerhadfromfinancialyear2019to2023(inbillionMalaysianringgit)RevenueofIJMCorporationFY2019-202376.6165432105.665.624.884.572019202020212022202330Description:Infinancialyear2023,MalaysiancompanyIJMCorporationBerhadrecordedarevenueofaround4.57billionMalaysianringgit,aslightdecreasecomparedtothepreviousyear.IJMCorporationisoneofthecountry'sleadingcompaniesinrealestatedevelopment,infrastructure,andconstruction.ReadmoreNote(s):Malaysia;FY2019to2023;financialyearendsonMarch31Source(s):IJMLandCHAPTER

06ConsumerperspectiveIntentiontopurchaseapropertyinthenextyearamongconsumersinMalaysiaasofJune2023IntentiontobuyapropertyamongconsumersinMalaysia202360%56%54%50%40%30%20%10%0%27%18%Intendtobuypropertyinthenext1year"Iamhalfwaythroughmysavingstarget""Ihavesavedenough""Ihavenotstartedsaving"32Description:AccordingtoasurveyamongconsumersinMalaysiaonpropertyownership,asofJune2023,56percentofrespondentssaidtheyintendedtopurchaseapropertywithinthenextyear.Meanwhile,54percentofrespondentssaidtheywerehalfwaythroughtheirsavingstargettobuyahouse.ReadmoreNote(s):Malaysia;June9to26,2023;1,000respondents;22yearsandolderSource(s):PropertyGuruGroupReasonstonotpurchaseapropertyamongconsumersinMalaysiaasofJune2023ChallengestobuyapropertyamongconsumersinMalaysia2023100%87%90%80%70%60%50%40%30%20%10%0%66%43%42%38%HighpropertypricesInterestratesWorriedabouteconomicrecessionInabilitytogethomeloansDownpayment33Description:AccordingtoasurveyamongconsumersinMalaysiaonpropertyownership,asofJune2023,87ofrespondentssaidthebiggestchallengetopurchaseapropertywashighpropertyprice.Another66percentofrespondentsstatedthattheirmainreasonn