从租赁物业视角看越南零售业趋势

2023 年和 2024 年初,经济困难持续和购买力下降对许多零售企业产生了影响。以河内和胡志明市 (HCM) 为例,临街租赁物业和现代零售供应的入住率均低于 2019 年前的水平。然而,已经观察到许多复苏迹象

028 月2024

B&Company

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市场概况

2023年及2024年初,持续的经济困难和购买力下降影响了众多零售企业。街铺租赁物业和现代零售供应的空置率均低于2019年之前水平,以河内和胡志明市(HCM)为例。不过,已经观察到许多复苏迹象。.

街铺租赁物业情况

For street front rental properties, as reported by Lao Dong newspaper on February 29, 2024, in Hanoi, numerous streets in central districts such as Ba Dinh, Thanh Xuan, and Dong Da are seeing closures and urgent lease signs. Mr. Nguyen Quoc Khanh, Vice President of the Vietnam Association of Realtors (VARS), notes that while there is demand, many potential tenants are in a waiting state, hoping for more affordable premises. The retail space market in Hanoi might start to recover in the second quarter of 2024, yet is only expected to reach about 80% of its pre-2019 levels.

然而,与大量出租标识的景象相反,还剑区的若干黄金商业地段,如陈进街、陈兴道街、巴兆街和李常杰街,继续吸引众多品牌入驻。具体而言,还剑区近期迎来了奢侈及高端品牌门店的入驻和扩张,包括 Louis Vuitton、Dior、Berluti [1]

现代零售物业情况

For modern retail supply, in HCM during 2023, the occupancy rate remained relatively stable quarterly at 90% and saw a 1.9 percentage point increase compared to the previous year, thanks to good occupancy rates in newly launched projects[2]. 。2023年,胡志明市零售行业取得了显著进展,推出了多个新项目以及旨在振兴现有购物目的地的项目[3]. The future modern retail supply in HCM is expected to continue to increase, with an average annual growth rate of more than 4% during the 2022-2027 period.

胡志明市现代零售供应(万平方米)

来源:高纬环球(2022)

2023年胡志明市现代零售项目案例

来源:高纬环球(2023)

机遇与挑战

2023年,新的品牌进入越南并扩大规模的趋势依然强劲。许多品牌选择在购物中心设店,例如 Uniqlo、H&M、Miniso。.

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