The Electricity Providers Regarded As "Scourge" Are Also Facing Pformation Now.
Though the east wind of the policy is being adopted, the real business will not be able to finish overnight in order to change the declining trend in recent years.
In October this year, Ma Yun said at the cloud habitat conference: "pure electric business will die, and new retail will soon be born."
This is not the slogan of Ma Yun's call. Last year, Jingdong invested 4 billion 300 million yuan in strategic investment in the regional sex business super Yonghui supermarket and became it.
Second largest shareholder
In November 20th this year, Alibaba announced the strategic investment of 2 billion yuan for shopping in Sanjiang, becoming the second largest shareholder of the community business super enterprise.
The entity business and commercial real estate developers who have been suppressed by the electricity supplier for years seem to have seen a respite.
For real business, this is a chance to pull back one city.
According to Rui Yide's recently released "new North Beijing commercial real estate under the trend of consumption" shows that the growth rate of the electricity market continues downward, the bonus period is over, the competition among merchants is intensified, and the mainstream platform has penetrated into the whole line, and the dispute between the entity and the electricity supplier has come to an end.
According to Analysys data, in the first three quarters of this year, China's online retail sales reached 3 trillion and 465 billion 100 million yuan, the growth rate was 26.1%, while in 2014 and 2015, it was 49.9% and 36.2% respectively. The growth rate of online retail sales declined in the three years.
At the same time, the competition among platform businesses has intensified, and the promotion cost has been high. This has led to the reflow of merchants. The electricity supplier brand has begun to set up offline experience stores and flash shops for drainage and sales; on the other hand, the electronic commerce platform has begun to actively explore the situation.
With the continuous increase of real estate regulation and control, and the overall tightening of sales and land policies, the entity business has been upgraded to a new direction of reform by the State Council, and has given dividends such as lightening taxes and fees, and strengthening financial and financial support.
Due to the contraction of land supply, there is not enough resources to support Beijing's real business recovery.
In 2016, the turnover of Beijing commercial office land was less than 60% last year. It was mainly released in Tongzhou and Daxing. The commercial area in the main city area was almost split up, while the industrial support in the outer suburbs has not yet formed, and the suburbs will become the main battlefield for commercial operation.
At present, the average price of land in Beijing suburbs has been catching up with the main urban area.
And when land prices continue to rise,
Physical shop
The growth is not unintentional cooling. This year, the Beijing market has a cool attitude towards investment in shops. The price is 27% higher than that of last year, and the rate of upgrading is 2 percentage points, but it is still less than 50%.
This forced developers to gradually choose light assets operation. Cui Chongyan, general manager of Rui Yi De China commercial real estate research center, said: "now we find that the cost of business holding is getting higher and higher and there is no way to balance it with rents.
This is forcing us to reconsider the realisation model from the bottom up. Beijing is very clear now that the land auction policy is very strict for holding requirements, but none of these top-level designs for the exit mechanism, including holding, securitisation, and so on.
At the same time, developers have to repay debts for irrational reasons in the past few years.
In 2016, the new shopping center was 1 million 450 thousand square meters, compared with the 2 million 217 thousand square meters planned before, and the opening rate was only 54%.
Nearly 40% of the ineffective supply is caused by the lack of prudence in business projects between 2011 and 2014, and part of it is delayed by the slow pace of brand expansion.
In 2017, it plans to open 1 million 530 thousand square meters, and the project can be expected to reach 800 thousand -90 square meters on schedule. Commercial real estate in Beijing has entered the era of stock competition, and the blank area of the market is no longer there.
In the limited market space, how to seize the pain spot in the market will become the key to the recovery of real business.
With the expansion of the city, the level of breaking down, different regions, different ages of consumers purchasing power,
Aesthetic standard
Values are no longer so fragmented. Even those in the outer suburbs have the ability and willingness to spend, and the focus of consumption is changed from the result to the process. Therefore, the distribution of future business circles is more flat, and the shopping center has changed from a coordinated development of grade and format to a more fragmented container type development.
If we can grasp the characteristics of the commercial market in the new era, perhaps the real business will reappear.
In Cui Chongyan's eyes, department stores may be the first to resurrect industries. "I think department stores will become a new adjustment mode for the next generation of shopping centers. Department stores have a very strong emotional temperature service, and have a very fine operation operation."
Returning to Beijing, Lord aloft has made a profit this year. Parkson has been reconstructing in Shanghai and Chengdu. This is regarded as a signal for general merchandise to return. Under the escort of the policy, such a signal may also indicate the coming of the spring of commercial real estate.
For more information, please pay attention to the world clothing shoes and hats net report.
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