Colliers International March 2016 The New Bund

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5 WENSHUI ROAD A 20 MIDDLE RING ROAD Shanghai Railway Station Lujiazui People s Square Hongqiao Transportation Hub WEST YAN AN ROAD Xujiahui INNER RING ROAD INNER RIN Shanghai South Railway Station QIANTAN A 20 6 The New Bund March 2016 Colliers International

6 INNER RING ROAD MIDDLE RING ROAD 75 min 40 min 31.7 km 20 Metro Stops G ROAD Huamu 41 min 40 min 13.6 km 15 Metro Stops MIDDLE RING ROAD Pudong International Airport 15km 25 min 26 min 11.0 km 12 Metro Stops 26 min 16 min 4.9 km 8 Metro Stops Colliers International March 2016 The New Bund 7

7 YAOLONG ROAD CHUANYANG CREEK JIYANG ROAD a b c d e b c a d e c MIDDLE RING ROAD Commercial 57% Residential 24% Others 19% Office 43% Retail 14% 1,540,000 sq m 485,000 sq m HUANGPU RIVER 877,000 sq m 695,000 sq m

8 The following timeline is based on the Lujiazui Group s master plan 2011 Oriental Sports Center metro station opens 2012 Qiantan officially established 2013 TISHMAN SPEYER Tishman Speyer announces joint venture with Lujiazui Group Wellington College opens SWIRE PROPERTIES HONGKONG LAND Swire Properties and Hong kong Land announce joint ventures with Lujiazui Group First office building (Corporate Office Area) scheduled to complete First retail component (Tishman Speyer s Crystal Plaza) scheduled to complete Sixty percent of residential properties to complete Swire s New Bund Centre to complete Hongkong Land s Asia Pacific Centre to complete 2020 Colliers International March 2016 The New Bund 9

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10 2. Office Colliers International March 2016 The New Bund 11

11 CHUANYANG CREEK JIYANG ROAD MIDDLE RING ROAD 12 The New Bund March 2016 Colliers International

12 2. Office % % % % % % F 2017F 2018F 2019F 2020F New Supply Vacancy Rate Colliers International March 2016 The New Bund 13

13 Number of Financial Institutions by Year-End Number of Newly Established Financial Institutions by Year-End Value of Finance Sector in Lujiazui (RMB Billion) Value of Finance Sector in Pudong (RMB Billion) Value of Tertiary Industry in Pudong (RMB Billion) Proportion of Finance Sector of Lujiazui in Pudong 83.3% 85.2% 83.8% 83.4% 85.7% Proportion of Finance Sector in Tertiary Industry in Pudong 31.3% 31.5% 29.9% 30.2% 31.6% 14 The New Bund March 2016 Colliers International

14 Q 1 08 Q2 08 Q3 08 Q4 08 Q 1 09 Q2 09 Q3 09 Q4 09 Q Q2 1 0 Q3 1 0 Q4 1 0 Q Q2 1 1 Q3 1 1 Q4 1 1 Q 1 12 Q2 12 Q3 12 Q4 12 Q 1 13 Q2 13 Q3 13 Q4 13 Q 1 14 Q2 14 Q3 14 Q4 14 Q 1 15 Q2 15 Q3 15 Q4 15 Puxi Rent Pudong Rent ce: Colliers International Research, Shanghai, 2016 Colliers International March 2016 The New Bund 15

15 250 20% % % 100 5% 50 0% % Vacant Office GFA in LJZ Vacancy Rate in LJZ Vacant Office GFA in ZY Vacancy Rate in ZY Source: Colliers International Shanghai Research, The New Bund March 2016 Colliers International

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20 sq m 350, , , , , ,000 50, F 2017F 2018F 2019F 2020F Pudong Shopping Centre Qiantan Shopping Centre Qiantan Other Retail Source: Colliers International Shanghai Research, 2016 Colliers International March 2016 The New Bund 21

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22 Pudong Shanghai RMB 60,000 50,000 40,000 30,000 20,000 10, Consumption Expenditure Disposable Income Source: Pudong Statistics Bureau, Shanghai Statistics Bureau, Colliers International March 2016 The New Bund 23

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24 Nearest Gap 12.8 km 10 stops away (Kerry Parkside) 30 min Line 8 Oriental Sports Center Line 7 Yaohua Road Huamu Road 180 m Nearest H&M 12.8 km 10 stops away (Kerry Parkside) 30 min Line 8 Oriental Sports Center Line 7 Yaohua Road Huamu Road 180 m Nearest Zara 16.5 km min stops (Super Brand Mall) Line 6 Oriental Sports Center Line 2 Century Avenue Lujiazui 610 m Nearest Muji km stops (The River Mall) 30 min Line 8 Oriental Sports Center China Art Museum 1,200 m Colliers International March 2016 The New Bund 25

25 Swire Properties Project Name Date of Opening Estimated GFA (sq m) Location Taikoo Li Sanlitun ,000 Beijing Indigo ,000 Beijing Taikoo Hui ,000 Guangzhou Sino-Ocean Taikoo Li ,000 Chengdu HKRI Taikoo Hui 2016 (first phase) 321,000 Shanghai Tishman Speyer The Springs ,230 Shanghai The Atrium ,170 Chengdu Hongkong Land WE City ,300,000 Chengdu Landmark Riverside ,500,000 Chongqing WF Central 2016 (first phase) 150,000 Beijing

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32 CHUANYANG RIVER JIYANG ROAD ORIENTAL SPORT CENTER STATION MIDDLE RING ROAD Land Sites Transaction Date Developer Land Area (sq m) Land Price (RMB psm) Units Residential GFA (sq m) Restrictions on sale of properties A Gree Real Estate 12,258 65, ,516 / B Sanxiang Corporation 13,965 66, ,930 / C Gree Real Estate 11,695 53, ,899 / D Lujiazui Group 11,746 31, ,238 Lease only E Lujiazui Group 13,372 66, ,116 / F Lujiazui Group 9,456 29, ,640 Lease only Colliers International March 2016 The New Bund 33

33 2019F 2020F 2021F 2022F

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