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天图投资冯卫东:质价比、小确幸、自我完善消费将成主流趋势
Sou Hu Cai Jing· 2025-12-19 10:00
钛媒体App 12月19日消息,钛媒体集团 2025 T-EDGE 12月8日-12月21日全球同步开启。会上,天图投资创始合伙人冯卫东表示,如今的市场处于"小冰河 期"时代,这是经济结构性变化带来的结果,因此消费也正在发生一些新变化:消费者不再愿为噱头试错,性价比/质价比消费是当下毫无疑问的趋势,小确 幸消费和自我完善类消费也将成为市场的主流趋势。与此同时,技术革命也会推动很多消费类目的创新。(2025 T-EDGE) ...
花旗:料明年中环及西九龙写字楼表现优于其他区域 利好恒基地产及新鸿基地产
Zhi Tong Cai Jing· 2025-12-15 07:08
花旗预计,2026年,中环(利好香港置地及恒基地产(00012))和西九龙(利好新鸿基地产(00016))的写字楼 表现将优于其他区域,料明年底,中环主要业主(如香港置地、恒基地产收益)的租金可能趋于平稳;又认 为西九龙即将推出的优质新供应例如IGC,在争夺需求方面可能具有竞争力,租金水平与港岛东区大致 相当,并利好新鸿基地产。考虑到整体新增供应量创历史新高,花旗预计铜锣湾的竞争将更为激烈,希 慎兴业(00014)的利园项目可能表现较好,而港岛东如太古地产(01972)的太古城中心及东九龙将面临一 定压力。 花旗预计,中资企业对写字楼的需求,将继续为香港写字楼市场提供支持,驱动因素包括:更多中国科 企巨头及其他行业龙头企业或效仿阿里巴巴-W(09988)及京东的做法,考虑购置香港写字楼物业;越来越 多的A股公司在港双重上市,并在香港设立区域总部或研发中心;香港于10月启动出海专班GoGlobal Task Force,协助内地企业拓展国际市场。 花旗又观察到,香港的写字楼出售主要为换取即时现金流入、优化投资组合,特别是对于一些区域性业 主,因除香港外,他们会考虑其他地区(如新加坡、澳洲)的商业物业增长前景;或 ...
花旗:料明年中环及西九龙写字楼表现优于其他区域 利好恒基地产(00012)及新鸿基地产(00016)
智通财经网· 2025-12-15 06:59
花旗又观察到,香港的写字楼出售主要为换取即时现金流入、优化投资组合,特别是对于一些区域性业 主,因除香港外,他们会考虑其他地区(如新加坡、澳洲)的商业物业增长前景;或与现有长期租户建立战 略合作伙伴关系。在花旗看来,买家对写字楼的需求反映香港写字楼的平均资本价值从高位回落52% 后,存在一定程度的抄底行为;对冲未来潜在的租金上涨风险等。 智通财经APP获悉,花旗发布研报称,近期京东集团-SW(09618)同意以35亿港元从丽新发展(00488)购入 中环中国建设银行大厦50%权益;本地一间高等教育机构则以19.6亿港元从丰树泛亚洲商业信托购入九龙 塘又一城写字楼。 花旗预计,中资企业对写字楼的需求,将继续为香港写字楼市场提供支持,驱动因素包括:更多中国科 企巨头及其他行业龙头企业或效仿阿里巴巴-W(09988)及京东的做法,考虑购置香港写字楼物业;越来越 多的A股公司在港双重上市,并在香港设立区域总部或研发中心;香港于10月启动出海专班GoGlobal Task Force,协助内地企业拓展国际市场。 花旗预计,2026年,中环(利好香港置地及恒基地产(00012))和西九龙(利好新鸿基地产(00016))的 ...
太古地产与陆家嘴集团合作前滩广场2026年底落成
Core Insights - Swire Properties has announced the launch of "Qiantan Place," a joint development with Lujiazui Group, which includes two Grade A office buildings expected to be completed by the end of 2026 [1][2] Group 1: Project Overview - "Qiantan Place" consists of One Qiantan Place and Two Qiantan Place, forming part of the expanded Qiantan Taikoo Li mixed-use development [1] - The total construction area of the two office buildings is approximately 125,600 square meters, with One Qiantan Place offering 30 floors of premium office space and Two Qiantan Place providing 24 floors [2] Group 2: Strategic Importance - Shanghai is the largest city by area for Swire Properties' business in mainland China, with significant ongoing projects including the Qiantan Taikoo Li and Lujiazui Taikoo Yuan [1] - The Qiantan area has developed into a vibrant urban hub, attracting global investors and multinational corporations due to its comprehensive business environment [3] Group 3: Future Vision - The collaboration between Swire Properties and Lujiazui Group aims to create a landmark office space that meets the growing demand for high-quality office environments in Shanghai [3] - The project reflects a commitment to innovation, sustainability, and community engagement, aligning with the trends in the office market that prioritize employee well-being and operational efficiency [3]
太古地产携手陆家嘴集团推出上海“前滩广场”
Sou Hu Cai Jing· 2025-12-12 10:21
项目交通便捷,紧邻南北高架、中环路,衔接地铁6、8、11号线,2028年地铁19号线开通后将实现四线交汇,进一步提升通勤效率。办公楼通过地下通道和 空中连廊,与扩建后的前滩太古里零售裙楼无缝衔接,五分钟可达超500家商户,打造"生活—工作—发展"融合体验。 项目秉持可持续发展理念,斩获LEED和WELL双铂金级预认证,配备专属能源中心、空气质量监测系统及屋顶光伏板等绿色技术。由KPF事务所设计,设 有户外露台、顶层公共绿化及黄浦江全景视野,兼顾员工福祉与办公效能。 此次合作延续了双方成功经验,前滩太古里2021年开业后已成标杆,其扩建项目零售面积将翻倍至26.7万平方米。作为太古地产在沪核心项目之一,前滩广 场将依托前滩成熟营商环境,吸引全球企业与人才,为上海城市商务格局注入新活力。 前滩广场是前滩太古里综合发展项目的办公楼组成部分,包含两座超甲级办公楼——前滩广场一座和前滩广场二座 前滩广场坐落于上海前滩国际商务区,命名灵感源自太古地产香港旗舰项目,彰显其对上海市场的长期信心。项目总建筑面积约12.56万平方米,一座30 层、二座24层,预计2026年底落成,由太古地产统筹租赁及物业管理。 太古地产与陆家嘴 ...
一周文商旅速报(12.08—12.12)
Cai Jing Wang· 2025-12-12 07:00
Group 1 - Xiangyuan Holdings is facing overdue repayment issues related to financial products linked to its real estate projects, with the company and its chairman Yu Faxiang taking joint guarantee responsibility and communicating with relevant parties about the situation [1] - Three listed companies under Xiangyuan Holdings, including Xiangyuan Cultural Tourism, Haichang Ocean Park, and Jiaojian Co., have issued statements clarifying that they are not responsible for any repayment or guarantee obligations related to the overdue financial products [1] Group 2 - New城控股 reported a total commercial operating revenue of approximately 12.85 billion yuan from January to November, reflecting a year-on-year growth of 10.36% [2] - In November alone, the company achieved a commercial operating revenue of about 1.16 billion yuan, an increase of 8.96% compared to the same month last year [2] - The total contract sales amount for the company from January to November reached approximately 17.92 billion yuan, with a total sales area of about 2.35 million square meters [2] Group 3 - Shanghai Disneyland will implement a tiered refund policy for its theme park tickets starting January 12, 2026, allowing for different refund conditions based on the timing of the refund request [3] - Under the new policy, full refunds can be requested up to seven days before the visit, while a service fee will apply for refunds requested closer to the visit date [3] Group 4 - Swire Properties announced the launch of Qiantan Place in Shanghai, which includes two Grade A office buildings, with a total construction area of approximately 125,600 square meters [4] - The project is part of the expansion of the Qiantan Taikoo Li integrated development and is expected to be completed by the end of 2026 [4] Group 5 - The Ministry of Culture and Tourism emphasizes the importance of developing smart tourism to enhance the experience and comfort of tourism products, aiming to enrich the supply of high-quality tourism products [5] - The focus is on improving the design and development of tourism products, promoting the renewal of tourist attractions, and cultivating leisure and specialty tourism products [5]
太古地产于上海推出前滩广场一座及二座
Bei Jing Shang Bao· 2025-12-11 10:06
此前,太古地产与陆家嘴集团联合打造的前滩太古里开业,如今前滩太古里迎来扩容升级,扩建项目总 占地面积为6.38万平方米,规划的地上地下总建筑面积约38.1万平方米;其中零售部分的面积增至 26.7 万平方米,新增约14.7万平方米奢侈品及生活方式零售空间,较现有零售面积实现翻倍增长。 据介绍,此次扩容升级将为前滩广场两座办公楼通过地下通道和空中连廊与扩建后的零售裙楼及现有的 前滩太古里商场无缝连接,用户步行五分钟即可抵达前滩太古里。 北京商报讯(记者 刘卓澜)12月11日,北京商报记者从太古地产获悉,该集团与陆家嘴集团联合开 发"前滩广场一座"及"前滩广场二座"两座超甲级办公楼,是扩建后的前滩太古里综合发展项目的办公楼 组成部分。据悉,前滩广场坐落于上海前滩国际商务区,该区域聚集了众多中资及跨国企业总部,太古 地产将统筹前滩广场的租赁及物业管理服务。 太古地产办公楼业务董事Don Taylor表示,依托前滩太古里的实践,太古地产将打造集创新、可持续发 展与社区归属感于一体的办公空间,把前滩广场打造为标志性办公空间。前滩广场预计于2026年底落 成,目前已正式启动预租。两座办公楼的总建筑面积约12.56万平方米 ...
前滩广场启动预租
Jie Fang Ri Bao· 2025-12-11 01:44
Core Insights - Swire Properties announced the launch of "Qiantan Plaza," a joint development with Lujiazui Group, which includes two Grade A office buildings as part of the expanded Qiantan Taikoo Li project [1] - The project is expected to be completed by the end of 2026 and has already commenced pre-leasing [1] Group 1: Project Details - The total construction area of the two office buildings is approximately 125,600 square meters, with one building offering 30 floors of premium office space and the other providing 24 floors [1] - The project boasts significant transportation advantages, being adjacent to major urban thoroughfares and directly connected to the subway lines 6, 8, and 11 via the Oriental Sports Center Station [1] - The opening of subway line 19 in 2028 will further enhance accessibility, allowing for a four-line interchange at the Oriental Sports Center Station, improving travel efficiency to Shanghai Hongqiao and Pudong International Airports [1] Group 2: Residential Segment - As of September 30 this year, approximately 97% of the saleable area in the residential segment of the Qiantan Taikoo Li expansion project has been pre-sold [2]
太古地产联合陆家嘴集团推出“前滩广场” 预计明年年底落成
Xin Jing Bao· 2025-12-10 15:20
记者自太古地产方面获悉,"前滩广场"预计于2026年底落成,目前已正式启动预租。两座办公楼的总建 筑面积约12.56万平方米,其中,前滩广场一座提供30层办公空间,前滩广场二座为24层。 (文章来源:新京报) 太古地产办公楼业务董事Don Taylor表示:"浦东新区作为核心商务枢纽,依托中国(上海)自由贸易 试验区的战略地位,展现出巨大发展潜力。前滩区域凭借高度综合的营商环境,持续吸引全球投资者、 大型中资及跨国企业,以及顶尖人才汇聚。依托前滩太古里的成功实践,我们很高兴推出这两座面向未 来的办公楼,正是践行打造集创新、可持续发展与社区归属感于一体的未来办公空间的承诺。我们很高 兴与陆家嘴集团再度合作,双方将携手把前滩广场打造为标志性办公空间,精准契合上海办公楼市场追 求卓越品质趋势下,优质租户对员工福祉与办公效能的双重追求。" 新京报贝壳财经讯(记者阎侠)12月10日,太古地产宣布推出"前滩广场",该项目由太古地产与陆家嘴 集团联合开发,包含"前滩广场一座"及"前滩广场二座"两座超甲级办公楼,是扩建后的前滩太古里综合 发展项目的办公楼组成部分。 ...
三里屯太古里【Fashion Expo时尚游览会】启幕
Huan Qiu Wang· 2025-12-09 02:19
Core Insights - The Fashion Expo event at Sanlitun Taikoo Li officially launched on December 7, 2025, celebrating the evolution of this global fashion cultural landmark [1] - The event features a unique art installation called "Travel Angel" designed by renowned artist Jaime Hayon, inspired by the themes of travel and fashion [3][6] - The event aims to enhance consumer experiences through a blend of fashion, art, and culture, showcasing a variety of luxury brands and innovative lifestyle experiences [12] Group 1: Event Overview - The Fashion Expo invites consumers to experience the transformation of Sanlitun Taikoo Li through brand stories and artistic upgrades [1] - Jaime Hayon, recognized as one of the most influential design creators, created the "Travel Angel" sculpture to symbolize exploration and self-discovery during travel [3][6] - The event gathered notable figures from fashion, art, and culture, including actors and musicians, to celebrate the opening ceremony [4] Group 2: Brand and Retail Highlights - The North District features flagship stores of luxury brands such as Dior, Louis Vuitton, and Tiffany & Co., designed by prominent architects [9][10] - New dining experiences include the first Monsieur Dior restaurant in China, managed by a Michelin-starred chef, and a Louis Vuitton Café [9][10] - The North District also introduces innovative lifestyle brands and restaurants, enhancing the consumer experience beyond shopping [10] Group 3: Future Developments - The South District will soon host the first stores in North China for brands like Ader Error and Tamburins, alongside Apple's flagship store [12] - The event emphasizes the integration of diverse cultural experiences and innovative retail concepts, reflecting the evolution of China's fashion landscape since 2008 [12] - Sanlitun Taikoo Li aims to continuously present new product launches and exclusive brand events during the Fashion Expo, reinforcing its commitment to fashion innovation [12]