2025年武汉零售市场提质，未来四年光谷将落地多个购物中心

Core Insights - The retail market in Wuhan showed vitality in 2025, characterized by active adjustments from existing operators, impressive performance in new project leasing, and the restaurant industry becoming the main driver for new store openings [1][3]. Retail Market Overview - In 2025, three major projects opened in Wuhan's core commercial areas, adding approximately 328,000 square meters of quality retail space, increasing the total retail market stock to 4,839,000 square meters [1]. - The average rent for first-floor spaces was 389.6 yuan per square meter per month, a year-on-year decrease of 11.4%, while the vacancy rate decreased by 2 percentage points to 13.9% [3]. - The net absorption in the core commercial area reached 373,000 square meters, a year-on-year increase of 33.3%, indicating that existing operators were actively adjusting and filling vacancies [3]. Restaurant Industry Dynamics - The restaurant sector became the main force in new store openings, accounting for 41% of the total new openings in the core commercial area [3]. - Within the restaurant sector, specialty dining accounted for 44.9% of new openings, with strong expansion intentions from regional cuisine brands [3]. - The share of specialty dining has significantly decreased from 73.2% in 2021 to the current 44.9%, while the shares of snacks, desserts, and casual dining have rapidly increased, reflecting a shift towards more diverse consumer preferences [3]. Future Outlook - The structural transformation in the restaurant market reflects the broader upgrade in urban consumption, with a focus on enhancing consumer vitality as a key economic development strategy [4]. - Over the next four years, approximately 753,000 square meters of quality retail space is expected to be added in Wuhan, primarily in the Optics Valley area, which will enhance the regional commercial ecosystem [4]. - The ongoing release of new commercial supply and the deepening of the "Four First Economy" will further unlock consumer potential and optimize the commercial ecosystem in Wuhan [4].