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CoStar发布英国仓储需求复苏数据，称亚马逊、防务和中国电商推动租赁需求
这是一份CoStar（CSGP.US）基于自身数据发布的英国仓储需求行业分析，核心内容是工业物流地产净吸纳量、亚马逊租仓、防务需求和中国电商租赁扩张。
📄 原文CSGP↗ 原文
CoStar Data Shows Amazon, Defence and Chinese Firms Drive UK Warehouse Demand Recovery
Skip to main navigation Release Details CoStar Data Shows Amazon, Defence and Chinese Firms Drive UK Warehouse Demand R…
不做 CoStar Group（CSGP.US）
行业数据/品牌宣传性质，未披露CoStar新增订单、收入或利润增量，也无法映射到明确同向可交易标的，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-16 · 扩散 low · price-in 风险 low ↗
关键理由
- 这是一份CoStar（CSGP.US）基于自身数据发布的英国仓储需求行业分析，核心内容是工业物流地产净吸纳量、亚马逊租仓、防务需求和中国电商租赁扩张。
- 事件没有披露CoStar（CSGP.US）新增订单、订阅收入、客户转化、价格提升或任何可量化业绩增量，更多是品牌/数据影响力展示。
- 对亚马逊、中国电商、英国物流地产相关方也只是行业背景描述，无法形成短周期、同向、可执行的单一股票交易催化。
主要风险
- 若后续出现CoStar数据产品商业化、重大客户合同或英国物流地产REIT直接受益公告，需要由新信号重新评估。
原文全文
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Release Details
CoStar Data Shows Amazon, Defence and Chinese Firms Drive UK Warehouse Demand Recovery
July 16, 2026
PDF Version
LONDON --(BUSINESS WIRE)--Jul. 16, 2026-- UK warehouse demand increased after three years of occupier consolidation following the pandemic and a period of elevated costs, according to data from CoStar , a global leading provider of online real estate marketplaces, information and analytics in the property markets.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260703768026/en/
Industrial and logistics net absorption bounces back
Industrial net absorption turned positive in the second quarter of 2026, reaching nearly 6 million square feet, its strongest reading in more than three years, while 12-month net absorption returned to positive territory after bottoming out at 23 million square feet in 2024.
Defence-linked demand reached nearly 1 million square feet in the first half, helped by the Ministry of Defence’s 545,000-square-foot facility at Panattoni Park Swindon.
“Defence is becoming an increasingly important source of warehouse demand, with take-up reaching a record 3.8 million square feet in 2025,” said Grant Lonsdale , senior director of market analytics at CoStar Europe.
Amazon has taken an estimated 6 million square feet over the past 18 months, including its 2 million-square-foot Segro Park Northampton facility, which opened last month. The company’s 900,000-square-foot Symmetry Park Kettering site is scheduled to open this autumn.
“Chinese e-commerce platforms continue expanding their UK logistics footprints to support faster delivery times and larger domestic inventories,” said Lonsdale.
Chinese occupier take-up is on course for another record year, with more than 2 million square feet leased or under offer by mid-2026.
The full analysis can be found here .
For more information about the company and its products and services, please visit www.costargroup.com .
About CoStar Group
CoStar Group (NASDAQ: CSGP) is a global leader in commercial real estate information, analytics, online marketplaces, and 3D digital twin technology. Founded in 1986, CoStar Group is dedicated to digitizing the world’s real estate, empowering all people to discover properties, insights, and connections that improve their businesses and lives.
CoStar Group’s major brands include CoStar, a leading global provider of commercial real estate data, analytics, and news; LoopNet, the most trafficked commercial real estate marketplace; Apartments.com, the leading platform for apartment rentals; Homes.com, the fastest-growing residential real estate marketplace; and Domain, one of Australia’s leading property marketplaces. CoStar Group’s industry-leading brands also include Matterport, a leading spatial data company whose platform turns buildings into data to make every space more valuable and accessible; STR, a global leader in hospitality data and benchmarking; Ten-X, an online platform for commercial real estate auctions and negotiated bids; and OnTheMarket, a leading residential property portal in the United Kingdom.
CoStar Group’s websites attracted over 131 million average monthly unique visitors in the first quarter of 2026, serving clients around the world. Headquartered in Arlington, Virginia, CoStar Group is committed to transforming the real estate industry through innovative technology and comprehensive market intelligence. From time to time, we plan to utilize our corporate website as a channel of distribution for material company information. For more information, visit CoStarGroup.com .
This news release includes "forward-looking statements" including, without limitation, statements regarding CoStar's expectations or beliefs regarding the future. These statements are based upon current beliefs and are subject to many risks and uncertainties that could cause actual results to differ materially from these statements. The following factors, among others, could cause or contribute to such differences: the risk that UK warehouse demand and net absorption does not improve as expected or is not due specifically to Chinese occupier take-up. More information about potential factors that could cause results to differ materially from those anticipated in the forward-looking statements include, but are not limited to, those stated in CoStar’s filings from time to time with the Securities and Exchange Commission, including in CoStar’s Annual Report on Form 10-K for the year ended December 31, 2025 and Forms 10-Q for the quarterly periods ended March 31, 2026, June 30, 2025, and September 30, 2025, each of which is filed with the SEC, including in the “Risk Factors” section of those filings, as well as CoStar’s other filings with the SEC available at the SEC’s website ( www.sec.gov ). All forward-looking statements are based on information available to CoStar on the date hereof, and CoStar assumes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260703768026/en/
Karolina Capova
Senior Media Relations Specialist
kcapova@costar.com
Source: CoStar Group
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Release Details
CoStar Data Shows Amazon, Defence and Chinese Firms Drive UK Warehouse Demand Recovery
July 16, 2026
PDF Version
LONDON --(BUSINESS WIRE)--Jul. 16, 2026-- UK warehouse demand increased after three years of occupier consolidation following the pandemic and a period of elevated costs, according to data from CoStar , a global leading provider of online real estate marketplaces, information and analytics in the property markets.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260703768026/en/
Industrial and logistics net absorption bounces back
Industrial net absorption turned positive in the second quarter of 2026, reaching nearly 6 million square feet, its strongest reading in more than three years, while 12-month net absorption returned to positive territory after bottoming out at 23 million square feet in 2024.
Defence-linked demand reached nearly 1 million square feet in the first half, helped by the Ministry of Defence’s 545,000-square-foot facility at Panattoni Park Swindon.
“Defence is becoming an increasingly important source of warehouse demand, with take-up reaching a record 3.8 million square feet in 2025,” said Grant Lonsdale , senior director of market analytics at CoStar Europe.
Amazon has taken an estimated 6 million square feet over the past 18 months, including its 2 million-square-foot Segro Park Northampton facility, which opened last month. The company’s 900,000-square-foot Symmetry Park Kettering site is scheduled to open this autumn.
“Chinese e-commerce platforms continue expanding their UK logistics footprints to support faster delivery times and larger domestic inventories,” said Lonsdale.
Chinese occupier take-up is on course for another record year, with more than 2 million square feet leased or under offer by mid-2026.
The full analysis can be found here .
For more information about the company and its products and services, please visit www.costargroup.com .
About CoStar Group
CoStar Group (NASDAQ: CSGP) is a global leader in commercial real estate information, analytics, online marketplaces, and 3D digital twin technology. Founded in 1986, CoStar Group is dedicated to digitizing the world’s real estate, empowering all people to discover properties, insights, and connections that improve their businesses and lives.
CoStar Group’s major brands include CoStar, a leading global provider of commercial real estate data, analytics, and news; LoopNet, the most trafficked commercial real estate marketplace; Apartments.com, the leading platform for apartment rentals; Homes.com, the fastest-growing residential real estate marketplace; and Domain, one of Australia’s leading property marketplaces. CoStar Group’s industry-leading brands also include Matterport, a leading spatial data company whose platform turns buildings into data to make every space more valuable and accessible; STR, a global leader in hospitality data and benchmarking; Ten-X, an online platform for commercial real estate auctions and negotiated bids; and OnTheMarket, a leading residential property portal in the United Kingdom.
CoStar Group’s websites attracted over 131 million average monthly unique visitors in the first quarter of 2026, serving clients around the world. Headquartered in Arlington, Virginia, CoStar Group is committed to transforming the real estate industry through innovative technology and comprehensive market intelligence. From time to time, we plan to utilize our corporate website as a channel of distribution for material company information. For more information, visit CoStarGroup.com .
This news release includes "forward-looking statements" including, without limitation, statements regarding CoStar's expectations or beliefs regarding the future. These statements are based upon current beliefs and are subject to many risks and uncertainties that could cause actual results to differ materially from these statements. The following factors, among others, could cause or contribute to such differences: the risk that UK warehouse demand and net absorption does not improve as expected or is not due specifically to Chinese occupier take-up. More information about potential factors that could cause results to differ materially from those anticipated in the forward-looking statements include, but are not limited to, those stated in CoStar’s filings from time to time with the Securities and Exchange Commission, including in CoStar’s Annual Report on Form 10-K for the year ended December 31, 2025 and Forms 10-Q for the quarterly periods ended March 31, 2026, June 30, 2025, and September 30, 2025, each of which is filed with the SEC, including in the “Risk Factors” section of those filings, as well as CoStar’s other filings with the SEC available at the SEC’s website ( www.sec.gov ). All forward-looking statements are based on information available to CoStar on the date hereof, and CoStar assumes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260703768026/en/
Karolina Capova
Senior Media Relations Specialist
kcapova@costar.com
Source: CoStar Group
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