受中国经济疲软影响，北京甲级写字楼市场正经历剧烈调整。数据显示，2025年第三季度北京A级商办平均租金降至每平方公尺人民币198元，较2018年的峰值大幅下跌49.1%，几近“腰斩”1。与此同时，一线城市的商办空置率已普遍超过20%的国际警戒线，其中北京传统中央商务区（CBD）的空置率攀升至20.4%1。
然而，市场内部呈现出显著的“K型分化”特征。以人工智能产业为核心的中关村商圈成为逆势亮点，其商办空置率降至5.6%1。这一变化主要得益于科技企业的入驻与扩张需求，字节跳动、月之暗面以及智谱AI等公司均在中关村进行了扩租或购置办公空间的动作1。此外，智元机器人在上海前滩承租了陆家嘴集团旗下逾22万平方公尺的商办面积，年租逾3亿元1。尽管新兴科技需求为部分区域注入了活力，但业界认为其需求尚不足以支撑整体市场复苏1。
Driven by economic headwinds in China, the rental market for Grade A office spaces in Beijing has seen significant contraction, with third-quarter rents dropping 49.1% from their 2018 peak 1. The average rent for these premium office buildings fell to RMB 198 per square meter during the third quarter, marking a nearly halving of costs compared to historical highs 1. This sharp decline reflects broader challenges facing commercial real estate in major Chinese cities, where vacancy rates have generally surpassed the international warning threshold of 20% 1.
The market is exhibiting a distinct "K-shaped" divergence, characterized by stark contrasts between tech-centric hubs and traditional central business districts (CBD) 1. In Zhongguancun, a hotspot for technology innovation, the vacancy rate for office space has dropped to 5.6%, buoyed by strong demand from artificial intelligence companies 1. Major tech firms such as ByteDance, Moonshot AI, and Zhipu AI have expanded their footprints or purchased properties in this area, acting as key tenants 1. Conversely, traditional CBD locations in Beijing are struggling, with vacancy rates climbing to 20.4% 1. Despite the activity in specific sectors like AI, industry observers note that these demands remain insufficient to drive a comprehensive recovery across the entire commercial office market 1. Beyond Beijing, similar trends are visible elsewhere; for instance, robot company AgiBot leased over 220,000 square meters of office space at Lujiazui Group properties in Shanghai's Qiantan area, committing to annual rents exceeding RMB 300 million 1.
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