{"id":6390,"date":"2026-03-15T12:37:14","date_gmt":"2026-03-15T04:37:14","guid":{"rendered":"https:\/\/moresourcing.com\/china-mall-shuffle-evs-exit-whos-filling-ground-floor-showroomsutm_sourcerss_feed\/"},"modified":"2026-03-15T12:37:14","modified_gmt":"2026-03-15T04:37:14","slug":"china-mall-shuffle-evs-exit-whos-filling-ground-floor-showroomsutm_sourcerss_feed","status":"publish","type":"post","link":"https:\/\/moresourcing.com\/en\/china-mall-shuffle-evs-exit-whos-filling-ground-floor-showroomsutm_sourcerss_feed\/","title":{"rendered":"China mall shuffle: as EVs exit, who\u2019s filling the ground-floor showrooms?"},"content":{"rendered":"<p><\/p>\n<div id=\"\">\n<div datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1xdhyk6 ec74h0k0\">Several years ago, prime ground-floor spaces in major shopping malls across Beijing and Shanghai\u2019s business districts were commonly occupied by <a target=\"_self\" class=\"e1yy41x40 ef9u0v01 css-1ankfgb ecgc78b0\" href=\"https:\/\/www.scmp.com\/business\/china-evs\/article\/3346435\/teslas-91-february-sales-jump-china-defies-overall-market-slowdown?module=inline&amp;pgtype=article\" title=\"\" data-qa=\"BaseLink-renderAnchor-StyledAnchor\"><span data-qa=\"Component-Text\" class=\"css-0 ef9u0v00\">electric vehicle<\/span><\/a> (EV) showrooms, with staff often escorting customers to car parks for test drives.<\/div>\n<div datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1xdhyk6 ec74h0k0\">Many of these stores have now closed amid <a target=\"_self\" class=\"e1yy41x40 ef9u0v01 css-1ankfgb ecgc78b0\" href=\"https:\/\/www.scmp.com\/business\/china-evs\/article\/3346089\/geely-auto-beats-byd-sales-first-2-months-2026-become-chinas-top-carmaker?module=inline&amp;pgtype=article\" title=\"\" data-qa=\"BaseLink-renderAnchor-StyledAnchor\"><span data-qa=\"Component-Text\" class=\"css-0 ef9u0v00\">sluggish EV sales<\/span><\/a> \u2013 yet mall owners have not been left disappointed. Instead, a new retail landscape is emerging, filled with tenants who are proving to be even more effective at drawing crowds and boosting rental income.<\/div>\n<div datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1xdhyk6 ec74h0k0\">The new demand for retail space comes from brands shaped by very different trends. They include toy giants like <a target=\"_self\" class=\"e1yy41x40 ef9u0v01 css-1ankfgb ecgc78b0\" href=\"https:\/\/www.scmp.com\/business\/companies\/article\/3344856\/merodi-debut-hong-kong-shows-pop-marts-struggle-beyond-ip-darling-labubu?module=inline&amp;pgtype=article\" title=\"\" data-qa=\"BaseLink-renderAnchor-StyledAnchor\"><span data-qa=\"Component-Text\" class=\"css-0 ef9u0v00\">Pop Mart<\/span><\/a>, <a target=\"_self\" class=\"e1yy41x40 ef9u0v01 css-1ankfgb ecgc78b0\" href=\"https:\/\/www.scmp.com\/business\/article\/3345011\/warm-winter-no-match-chinas-sportswear-sector-posts-surprise-growth?module=inline&amp;pgtype=article\" title=\"\" data-qa=\"BaseLink-renderAnchor-StyledAnchor\"><span data-qa=\"Component-Text\" class=\"css-0 ef9u0v00\">sportswear<\/span><\/a> labels such as Lululemon, and most recently robotics companies including <a target=\"_self\" class=\"e1yy41x40 ef9u0v01 css-1ankfgb ecgc78b0\" href=\"https:\/\/www.scmp.com\/news\/hong-kong\/society\/article\/3346405\/robot-arrested-after-elderly-woman-startled-and-sent-hospital-macau?module=inline&amp;pgtype=article\" title=\"\" data-qa=\"BaseLink-renderAnchor-StyledAnchor\"><span data-qa=\"Component-Text\" class=\"css-0 ef9u0v00\">Unitree Robotics<\/span><\/a>, according to property consultants.<\/div>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">\u201cFrom the landlord perspective, malls may also have become less eager to host EV showrooms than they were initially,\u201d said James Macdonald, head of research for China at property consultant Savills. \u201cAs the sector has matured, many malls have placed greater emphasis on lifestyle, dining, entertainment and experiential retail formats that tend to drive more consistent consumer traffic.\u201d<\/p>\n<div datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1xdhyk6 ec74h0k0\">Tenant sales performance is crucial to <a target=\"_self\" class=\"e1yy41x40 ef9u0v01 css-1ankfgb ecgc78b0\" href=\"https:\/\/www.scmp.com\/business\/article\/3344308\/empty-shops-falling-rents-commercial-property-takes-hit-china-retail-slump?module=inline&amp;pgtype=article\" title=\"\" data-qa=\"BaseLink-renderAnchor-StyledAnchor\"><span data-qa=\"Component-Text\" class=\"css-0 ef9u0v00\">landlords\u2019 retail portfolios<\/span><\/a> as it is closely correlated with rental income growth. Outperformance of tenant sales could drive positive rental reversions and higher occupancy, according to S&amp;P Global Ratings.<\/div>\n<div class=\"image-inline-container e1a5rv550 css-1llrc1m e1yqhwb40\" data-qa=\"Component-renderMap-StyledDiv\">\n<div class=\"image-inline caption e1fvabeq0 css-19sk4h4 ea9pn0s0\" data-qa=\"Component-Container\">\n<figure class=\"image-inline caption ea9pn0s1 css-1qeofuq e1gf69pb0\" data-qa=\"ArticleImage-ArticleImageContainer\">\n<div data-qa=\"ArticleImage-handleRenderImage-ImageContainer\" class=\"css-0 e1gf69pb3\"><img decoding=\"async\" alt=\"Three Unitree G1 humanoid robots sit at the company\u2019s retail store in Beijing on January 9, 2026. Photo: AFP\" data-qa=\"BaseImage-handleRenderImage-StyledImage\" class=\"e1gf69pb2 css-6ikqhs e445x7d0\" loading=\"lazy\" src=\"https:\/\/moresourcing.com\/wp-content\/uploads\/2026\/03\/China-mall-shuffle-as-EVs-exit-whos-filling-the-ground-floor.jpg\" title=\"Three Unitree G1 humanoid robots sit at the company\u2019s retail store in Beijing on January 9, 2026. Photo: AFP\"\/><\/div><figcaption data-qa=\"ArticleImage-DescriptionContainer\" class=\"css-1ixmelf e1gf69pb1\">Three Unitree G1 humanoid robots sit at the company\u2019s retail store in Beijing on January 9, 2026. Photo: AFP<\/figcaption><\/figure>\n<\/div>\n<\/div>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">\u201cWe believe the ability of mall operators to swiftly optimise tenant mix to cater to spender needs is key to protecting them from a rental drop,\u201d said Edward Chan, a Greater China property analyst at S&amp;P Global Ratings.<\/p>\n<\/div>\n<p>#China #mall #shuffle #EVs #exit #whos #filling #groundfloor #showrooms<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Several years ago, prime ground-floor spaces in major shopping malls across Beijing and Shanghai\u2019s business districts were commonly occupied by electric vehicle (EV) showrooms, with staff often escorting customers to car parks for test drives. Many of these stores have now closed amid sluggish EV sales \u2013 yet mall owners have not been left disappointed. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":6391,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[40],"tags":[],"class_list":["post-6390","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-global-news"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.7.1 (Yoast SEO v25.8) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>China mall shuffle: as EVs exit, who\u2019s filling the ground-floor showrooms? - MORE SOURCING LTD<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/moresourcing.com\/en\/china-mall-shuffle-evs-exit-whos-filling-ground-floor-showroomsutm_sourcerss_feed\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"China mall shuffle: as EVs exit, who\u2019s filling the ground-floor showrooms?\" \/>\n<meta property=\"og:description\" content=\"Several years ago, prime ground-floor spaces in major shopping malls across Beijing and Shanghai\u2019s business districts were commonly occupied by electric vehicle (EV) showrooms, with staff often escorting customers to car parks for test drives. Many of these stores have now closed amid sluggish EV sales \u2013 yet mall owners have not been left disappointed. 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