New Retail Trends Replace EV Showrooms in China’s Malls
中国商场转型：EV 展厅退场，新零售品牌进驻
Shopping malls in major Chinese cities like Beijing and Shanghai are seeing a shift in ground-floor tenants as electric vehicle (EV) showrooms decline amid slowing sales. Once prime attractions, many EV stores have closed, making way for brands that better drive consistent foot traffic. New tenants include toy company Pop Mart, sportswear brand Lululemon, and robotics firm Unitree Robotics. Experts say landlords now favor lifestyle, dining, entertainment, and experiential retail, which boost customer engagement and rental income. Strong tenant sales are closely tied to higher rents and occupancy rates, making these emerging brands more attractive for mall owners in a changing retail landscape.
随着电动车销售放缓，北京与上海等城市的购物中心一楼租户正出现变化。曾经热门的电动车展厅逐渐关闭，取而代之的是更能吸引稳定客流的品牌，例如泡泡玛特、Lululemon，以及宇树科技等机器人公司。专家指出，商场业主如今更偏好生活方式、餐饮、娱乐及体验式零售，因为这些业态能提升顾客参与度与租金收益。租户销售表现与租金及入住率密切相关，使这些新兴品牌在零售转型中更具吸引力。
