The National Mall Is In A Tug Of War.

According to statistics, in 2015, nearly 190 of the national commercial projects were over 1 billion 500 million yuan, of which, there were about 78 shopping centers with annual sales exceeding 1 billion 800 million yuan.

According to the enterprises of TOP30 shopping center in 2015, Wanda (2), Huarun (3 the Mixc), Bailian (3), COFCO (3 Joy City), Hang Lung (2), Sun Hung Kai (2), Tai Koo and other famous enterprises all have many shopping centers.

With the accelerated pformation of commercial retailers, we may be able to foresee that the market concentration of the commercial real estate industry will be further improved in the future.

From the perspective of the development enterprise, the new shopping center of the whole country in 2013 -2015 showed the trend of three branches of commercial retailers, shopping center developers and residential developers.

Among them,

Developers are mainly central enterprises (such as Huarun land, Joy City real estate) and foreign-funded enterprises (such as Cade, Swire, Sun Hung Kai, Hang Lung, Ruian, Kerry) and private giants (such as Wanda, India and so on), while the Vanke, Shi Mao and China shipping groups, which are mainly residential, have also increased the development of shopping centers, making the boundaries between residential developers and shopping center developers more and more difficult to distinguish.

At the same time, we have the advantage of brand resources.

It has occupied most of the retail shopping centers of commercial retailers (such as the Lotte new world in Korea, the high island house in Japan, the Yong Wang halls, and the department stores such as Sears and so on, all of which have developed many shopping centers). Even in the 20 largest groups that have opened up shopping centers in China in the past three years, department stores also accounted for half of the total.

And supermarket groups such as AEON, Auchan, BBK, Zhengda and Huarun all, electrical digital leading enterprises such as Suning, Huaqiang, Sibo, Gome, home building materials group, such as Hongxing, IKEA, Yue Xing, Xi Ying men, bookstore enterprises such as Phoenix, Cheng pin, and even the original five of the professional market background, the Middle East, 100 million (original billion) and other groups are also in a large number of shopping centers.

On the other side of the major group's new shopping center projects, although the four largest

Sustained growth, but because its growth rate is far less than the rapid growth of new business in three or four line cities, this leads to a gradual decline in the proportion of tier one city projects.

Sales of luxury goods continued to slump, luxury brands began to implement prudent shop strategy, and indirectly led to the reduction of high-end projects in the new business.