The main engine for the mall surge is China’s emerging middle class, which will hit 630m by2022, double the current population of the US, according to McKinsey. “Middle class demandfor retail, catering and leisure infrastructure continues to rise, leading to a strongperformance in the mall market, says Ke Chen, a Shanghai-based partner of retailconsultancy Kurt Salmon.
新兴中产阶层是中国购物中心市场大发展的主要动力。麦肯锡(McKinsey)数据显示,到2022年,中国中产阶层数量将达到6.3亿,为美国目前人口的两倍。“中产阶层对零售、餐饮服务和休闲基础设施的需求持续升温,导致购物中心市场表现强劲,零售业咨询公司博楷管理咨询(Kurt Salmon)驻上海的合伙人陈科表示。
But Jones Lang LaSalle, the real estate services company, predicts that mall development couldpeak between now and 2017, because the expected return on investment has fallen. “Developers . . . are not rushing to start projects like they used to, says Steven McCord, headof research for North China.
但房地产服务公司仲量联行(Jones Lang LaSalle)预测,购物中心开发可能在目前到2017年之间的某个时候见顶,因为预期投资回报率已有所下降。“开发商……现在不像过去那样急着开工新项目了,仲量联行中国华北区研究总监史蒂文•麦科德(Steven McCord)说。
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