Xinhuanet Beijing, February 8 th (Ren Yuxi) Walking in the cityOn the streetIt is not difficult to find that the changes in shopping centers are becoming more and more obvious. The once stereotyped business forms are gradually replaced by new forms of miniaturization, diversification and segmentation, and new formats such as non-standard business, park-style business and secondary theme shopping malls have sprung up. Behind these phenomena, it reflects the shopping center industry in China.ofDevelopment and change.
In the past year, what kind of development trend has China Shopping Center shown?China Chain Store & Franchise AssociationOn February 6, 2024, the "Overview of China Shopping Center (including Ole) Industry" (hereinafter referred to as "Overview") was released..Overall,The enterprises in China Shopping Center (including Ole) have demonstrated their development vitality and resilience, and the annual sales, passenger flow and rental income of more than half of the sample projects have achieved year-on-year growth; The contribution rate of member consumption and the proportion of joint venture rent are two key indicators of deep operation KPI, and the proportion of sample projects has increased significantly year-on-year.
Besides,While the overall business situation is improving, the changing trend of customer unit price and bag carrying rate fluctuates to varying degrees, which is the challenge facing the industry at present.
It is reported that "Overview" is based on the investigation of member enterprises by China Chain Association. The survey received feedback from 113 sample projects from 41 shopping centers (including Ole), among which the sample projects participating in the survey covered 25 provincial administrative regions in China.
Over 70% of the total annual sales of the project increased.
《outline》Display,Based on the flat line, the annual sales of 82 sample projects above the flat line increased year-on-year in 2024, accounting for 73%. Strong operation and sales promotion are still important tasks.
Among them, the total annual sales of 32 sample projects increased by more than 5% and less than or equal to 10%, accounting for 28%; 27 sample projects grew within 5% (inclusive) year-on-year, accounting for 24%, and 23 sample projects grew by over 10%, accounting for 20%.
For more than half of the sample projects, online sales showed an upward trend throughout the year..Online and offline omni-channel layout and innovative marketing are still effective strategies for enterprises to increase sales.
Nearly 80% of the project’s annual passenger flow increased year-on-year
Sample data display,In 2024, the overall growth trend of total passenger flow was obvious, with 15 sample projects achieving 20% annual passenger flow growth, and 23 sample projects achieving 10%-20% annual passenger flow growth, accounting for over 20%. The total annual passenger flow of 11 sample projects was flat year-on-year. There is no project in the survey sample where the annual passenger flow drops by more than 15%.
《outline》Point out,The contribution rate of member consumption of 76 survey sample projects increased in the total annual sales.,31 sample items were flat..
The mode of "taking the best of both" is the main mode of operation.
In this surveyAmong the 113 samples, the joint venture model was adopted.Up to 69 projects,Accounting for 83%, reflecting“Take the higher of both."The mode is still the main mode, and the pure rent mode accounts for 36%.
29% of the projects come from some comprehensive retailers of commercial groups, and their shopping center projects and some outlets’ commercial content are mainly self-operated.
The rent of multi-channel points has increased significantly
《outline》Point out,The rental income of 79 sample projects increased year-on-year, accounting for 70%; Among them, 24 sample projects increased significantly by more than 10% year-on-year, and 9 sample projects exceeded 20% year-on-year.
Among the 113 sample projects, there are 70 sample projects with an increase in the rental income of multi-point locations, accounting for over 60%, and the flat sample projects account for over 20%.
It is worth noting that in 2024,The vacancy rate of 84% projects is well controlled, and the vacancy rate of projects is stable and declining.
The leasing situation has slowed down slightly.
《outline》Display,About 80% of the project’s annual occupancy rate has increased in a narrow range or remained flat..
Under investigation,The occupancy rate of 42% sample projects was flat year-on-year, and 35 sample projects did not exceed 5% year-on-year, accounting for 31%; In the statistical data, there are few or no sample items that increase or decrease substantially.
"Reducing costs and increasing efficiency" still needs to be steadily and steadily promoted.
According to the survey data, the operating costs of 46% sample projects are on the decline.
The return on investment (ROI = net operating income/operating cost) of 55% sample projects is on the rise in 2024, and nearly 30% tends to be stable.Generally speaking, the industry needs to continue to promote cost reduction and efficiency improvement.
Steady and optimistic development attitude.
《outline》Display,Regarding the business expectation in the next six months, the sample projects surveyed generally hold a neutral and positive attitude.
Sample projects that predict the growth of passenger flow in the next six months account for 68%.;More than half of the sample projects predict sales growth in the next six months, accounting for 55%.;It is predicted that online sales account for nearly half of the sample projects that will achieve growth and flat in the next six months, but the sample projects with flat forecast account for more, accounting for 49%.
Problems such as "consumer operation and maintenance" have attracted much attention.
In this survey,The three development issues that nearly 30% of the sample projects are most concerned about in 2025 are as follows“Consumer operation and maintenance”“Brand investment and adjustment”“Deep operation and marketing innovation”，visibleDeep operation is the key to grasp consumers’ minds and dig deep into consumers’ needs.The future,Enterprises and projects actively participate in all kinds of docking negotiation activities, which is one of the most effective ways to promote the stability of brand investment and obtain brand resources.