Panel: Logistics Investment in China 2025

Rising tariffs, shifting global supply chains, and ongoing trade tensions are reshaping China’s logistics sector, with vacancy reaching 29.3 percent in Shanghai and 9.2 percent in Shenzhen according to Savills’ 2025 report. Yet amid the disruption, structural shifts are driving demand — fueled by cross-border e-commerce, favourable government policies, and a pivot toward smarter, more resilient logistics networks.

Online retail sales of consumer goods reached RMB 15.5 trillion ($2.2 trillion) in 2024, nearly quadrupling over the past decade, propelled by strong domestic consumption and the continued rise of e-commerce. Meanwhile, China’s cross-border e-commerce sector hit a record RMB 2.6 trillion ($365.1 billion) in import and export value, highlighting the critical role logistics plays in sustaining momentum across the world’s second-largest economy.

: Tim Wang, Co-President of Logistics and Industrial Real Estate, GLP China

: Johnny Shao, Managing Director, CPE

: James Macdonald, Head of Research, China, Savills

Mingtiandi’s Logistics Forum 2025, brought to you by Yardi, will feature senior executives from GLP China, CITIC Private Equity, and Savills in a live discussion on the opportunities and challenges shaping the future of China’s logistics landscape.

Date: Thursday 19 June 2025

Time: 10:00 AM – 11:00 AM HKT

Speakers

Tim Wang, Co-President of Logistics and Industrial Real Estate, GLP China
Johnny Shao, Managing Director, CPE
James Macdonald, Head of Research, China, Savills

Live Q&A with Panelists

Immediately following the panel, Mingtiandi’s team will host a live Q&A session, giving attendees the chance to engage directly with the speakers and gain first-hand insights into the China logistics market.