[{"data":1,"prerenderedAt":184},["ShallowReactive",2],{"news-mall-restaurant-exit-trend-0b8ac6":3},{"_path":4,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":8,"description":9,"date":10,"category":11,"tags":12,"author":16,"source":17,"body":18,"_type":178,"_id":179,"_source":180,"_file":181,"_stem":182,"_extension":183},"/news/mall-restaurant-exit-trend-0b8ac6","news",false,"","餐饮品牌加速撤离商场，客流下降与租金高企成主因","2024年超三分之一商场出现空置率上升，餐饮撤离潮背后折射出商业地产价值重构的深刻变革","2026-02-22","行业洞察",[13,14,15],"商业地产","租赁市场","行业趋势","悦居通","https://huxiu.com/article/4835909.html",{"type":19,"children":20,"toc":171},"root",[21,29,35,42,47,52,57,62,73,83,88,93,98,103,108,113,158,162],{"type":22,"tag":23,"props":24,"children":26},"element","h1",{"id":25},"餐饮品牌加速撤离商场客流下降与租金高企成主因",[27],{"type":28,"value":8},"text",{"type":22,"tag":30,"props":31,"children":32},"p",{},[33],{"type":28,"value":34},"近期，大批餐饮店加速\"逃离\"商场的现象引发行业关注。从成都到青岛，从西安到上海，越来越多的餐饮品牌选择撤出购物中心，背后折射出商业地产租赁市场正在经历的深刻变革。",{"type":22,"tag":36,"props":37,"children":39},"h2",{"id":38},"超三分之一商场愈发空旷",[40],{"type":28,"value":41},"超三分之一商场愈发\"空旷\"",{"type":22,"tag":30,"props":43,"children":44},{},[45],{"type":28,"value":46},"《2022-2024购物中心开关店研究报告》显示，2024年有34.9%的购物中心新入驻商铺少于关店商铺。换言之，超过三分之一的商场正在变得越来越空。",{"type":22,"tag":30,"props":48,"children":49},{},[50],{"type":28,"value":51},"行业专家分析，商场流量早已到达峰值，除了海底捞等大规模连锁品牌还有一定议价优势外，中小餐饮商家在商场开店已不是好选择。预计未来2年左右，商场餐饮店的生存状况依旧艰难。",{"type":22,"tag":36,"props":53,"children":55},{"id":54},"人流稀释与租金倒挂",[56],{"type":28,"value":54},{"type":22,"tag":30,"props":58,"children":59},{},[60],{"type":28,"value":61},"造成这一现象的核心原因是人流量下降与租金不匹配。",{"type":22,"tag":30,"props":63,"children":64},{},[65,71],{"type":22,"tag":66,"props":67,"children":68},"strong",{},[69],{"type":28,"value":70},"商场数量过剩导致流量稀释。",{"type":28,"value":72}," 据《2025中国商业地产市场年报》，截至2025年末，全国三万平方米以上的购物中心近6900个。以前3公里范围内可能就一家商场，现在可能有3家。湖南某大型商场数据显示，2024年全年累计客流量同比下降近40%，商场里餐饮门店闭店率超30%。",{"type":22,"tag":30,"props":74,"children":75},{},[76,81],{"type":22,"tag":66,"props":77,"children":78},{},[79],{"type":28,"value":80},"租金调整滞后于市场变化。",{"type":28,"value":82}," 中国房地产指数系统数据显示，2024年百MALL商铺平均租金超27元/平方米/天，同比仅下降0.06%。对于许多餐饮老板而言，在商场开店越发\"不划算\"——高昂的租金与日渐稀少的客流形成鲜明对比。",{"type":22,"tag":36,"props":84,"children":86},{"id":85},"下沉市场成为新机会",[87],{"type":28,"value":85},{"type":22,"tag":30,"props":89,"children":90},{},[91],{"type":28,"value":92},"在商场餐饮价值重构的大洗牌期，\"下沉\"成为唯一的机会点。",{"type":22,"tag":30,"props":94,"children":95},{},[96],{"type":28,"value":97},"一方面是商场自身的楼层下沉。眼下，不少购物中心的B1、B2层成为香饽饽，与地铁等轨道交通相连的优势带来稳定客流，租金也相对更低（约为地上层的65-80%）。",{"type":22,"tag":30,"props":99,"children":100},{},[101],{"type":28,"value":102},"另一方面是地理区域的下沉。县城商场餐饮店正在火热起来，以江苏东台吾悦广场为例，去年春节期间日均客流量达6万人次。下沉市场居民储蓄率较高、生活成本较低，可支配收入相对可观，对品质餐饮消费的需求正在快速增长。",{"type":22,"tag":36,"props":104,"children":106},{"id":105},"对租赁行业的启示",[107],{"type":28,"value":105},{"type":22,"tag":30,"props":109,"children":110},{},[111],{"type":28,"value":112},"商业地产租赁市场的这一变化，对住房租赁行业同样具有警示意义：",{"type":22,"tag":114,"props":115,"children":116},"ol",{},[117,128,138,148],{"type":22,"tag":118,"props":119,"children":120},"li",{},[121,126],{"type":22,"tag":66,"props":122,"children":123},{},[124],{"type":28,"value":125},"租金定价需要与市场价值匹配",{"type":28,"value":127}," — 无论是商铺还是住宅，租金水平都需要根据实际供需关系及时调整",{"type":22,"tag":118,"props":129,"children":130},{},[131,136],{"type":22,"tag":66,"props":132,"children":133},{},[134],{"type":28,"value":135},"差异化竞争是关键",{"type":28,"value":137}," — 同质化严重的市场中，只有提供独特价值才能留住租客",{"type":22,"tag":118,"props":139,"children":140},{},[141,146],{"type":22,"tag":66,"props":142,"children":143},{},[144],{"type":28,"value":145},"数字化运营提升效率",{"type":28,"value":147}," — 通过智能化管理系统降低运营成本，是应对市场波动的有效手段",{"type":22,"tag":118,"props":149,"children":150},{},[151,156],{"type":22,"tag":66,"props":152,"children":153},{},[154],{"type":28,"value":155},"下沉市场蕴含机遇",{"type":28,"value":157}," — 三四线城市及县城市场正处于消费升级阶段，值得关注",{"type":22,"tag":159,"props":160,"children":161},"hr",{},[],{"type":22,"tag":163,"props":164,"children":165},"blockquote",{},[166],{"type":22,"tag":30,"props":167,"children":168},{},[169],{"type":28,"value":170},"悦居通深耕租赁行业数字化转型，为公寓运营商和租赁中介提供智能化管理解决方案，助力企业在市场变革中把握先机。",{"title":7,"searchDepth":172,"depth":172,"links":173},2,[174,175,176,177],{"id":38,"depth":172,"text":41},{"id":54,"depth":172,"text":54},{"id":85,"depth":172,"text":85},{"id":105,"depth":172,"text":105},"markdown","content:news:mall-restaurant-exit-trend-0b8ac6.md","content","news/mall-restaurant-exit-trend-0b8ac6.md","news/mall-restaurant-exit-trend-0b8ac6","md",1776132192456]