【#中国第一家百盛即将停业闭店#，多数服装品牌已开始清仓促销】 据中国商报报道，日前，百盛商业集团宣布位于北京复兴门的百盛商场将于2025年年底闭店，这家运营 了31年的老牌百货商场，曾见证北京零售业的黄金时代，却在新消费浪潮中被淘汰。1994年开业的北京 复兴门百盛，是百盛集团进入中国市场的首店，凭借外资品牌优势和现代化管理模式，迅速成为北京商 业的一张名片。然而，时至今日，商场内客流稀少，多数服装品牌已开始1—5折的清仓促销，为撤柜做 准备。#百盛集团中国首店将闭店# 据悉，本次百盛商场闭店是百盛集团提前终止与中国工艺美术集团的租赁合同。其中，总面积约1.724 万平方米的营业空间将于2026年1月1日归还，百盛需向中国工艺美术集团支付1170.12万元违约金。最 新的业绩报告显示，百盛集团今年上半年实现营收19.63亿元，同比增加0.93%；股东应占溢利2246.8万 元，上年同期股东应占亏损1864.1万元，同比扭亏为盈。但翻看历年财报数据，百盛商业近几年业绩持 续承压。 ...

据悉，本次百盛商场闭店是百盛集团提前终止与中国工艺美术集团的租赁合同。其中，总面积约1.724 万平方米的营业空间将于2026年1月1日归还，百盛需向中国工艺美术集团支付1170.12万元违约金。最 新的业绩报告显示，百盛集团今年上半年实现营收19.63亿元，同比增加0.93%；股东应占溢利2246.8万 元，上年同期股东应占亏损1864.1万元，同比扭亏为盈。但翻看历年财报数据，百盛商业近几年业绩持 续承压。随便聊聊，哪个老商超的关闭是你最惋惜的？（中国商报，嘉玛） #中国第一家百盛即将停业闭店#【运营31年的北京复兴门百盛年底闭店，多数服装品牌已开始清仓促 销】#百盛集团中国首店将闭店#日前，百盛商业集团宣布位于北京复兴门的百盛商场将于2025年年底闭 店，这家运营了31年的老牌百货商场，曾见证北京零售业的黄金时代，却在新消费浪潮中被淘汰。1994 年开业的北京复兴门百盛，是百盛集团进入中国市场的首店，凭借外资品牌优势和现代化管理模式，迅 速成为北京商业的一张名片。然而，时至今日，商场内客流稀少，多数服装品牌已开始1—5折的清仓促 销，为撤柜做准备。 ...

Group 1 - Traditional retail giants are facing significant performance challenges, with major players like Baisheng Group reporting an 18.4% drop in same-store sales and announcing the closure of its Beijing store by year-end [3][4] - Other retailers such as Xinhua Department Store and Tianhong reported revenue declines of 0.99% and 1.79% respectively, while Nanning Department Store experienced a net loss of 13.38 million yuan, a 653.3% increase in loss [3][4] Group 2 - The outlet mall sector is experiencing a growth spurt, with multiple new projects announced, including the opening of Wuhan Shanshan Outlet on September 25, which will be the first "Lakeside Outlet" in Central China [5][6] - The emergence of differentiated concepts like "Lakeside Outlet" and "Warehouse-style Outlet" indicates that this sector is effectively targeting various consumer needs amid a backdrop of consumption downgrade [6] Group 3 - A wave of renaming among shopping centers reflects strategic shifts and the need for brand upgrades, with examples including the rebranding of "Changsha Beichen Triangular Deyue City" to "Changsha Beichen Hui" [7][8] - The rebranding of "Shenyang Vanke Plaza" to "Wan Qian Hui" resulted in a 15% increase in foot traffic and a 26% rise in sales, demonstrating the effectiveness of targeted brand revitalization [8] Group 4 - China is becoming a testing ground for global brand innovations, with notable first stores like LV Beauty opening in Nanjing and Haidilao launching an innovative concept store in Beijing [10][11] - This trend indicates a shift in China's market position from a follower to a leader in global brand innovation, as brands increasingly prioritize launching new products in China [11] Group 5 - There is a dual acceleration in the internationalization of brands in China and the globalization of local brands, with companies like Anta and Li Ning deepening market penetration through themed stores [12][13] - The significant growth of brands like Pop Mart, which reported a 204.4% increase in revenue, highlights China's market as a critical battleground for both international and domestic brands [13]

Group 1: Hong Kong Stocks Performance - Miniso (09896) surged over 20% after reporting a 10% year-on-year increase in adjusted net profit for Q2, with TOP TOY revenue skyrocketing by 87.0% [1] - Li Ning (02331) rose over 6% as it announced a 3.3% year-on-year increase in revenue and declared an interim dividend of HKD 0.3359 per share [1] - Innovent Biologics (02096) increased by over 6% following a 26% year-on-year growth in innovative drug revenue, expanding its commercialized innovative drug portfolio to ten products [1] - Tuhu-W (09690) gained over 10% after reporting a 14.6% year-on-year increase in adjusted net profit while continuing to optimize supply-side costs [1] - Kuaishou-W (01024) rose over 4% with impressive Q2 results and accelerated commercialization [1] - UBTECH (09880) increased over 3% as it led the establishment of two national technical standards for humanoid robots [1] - InnoCare Pharma (02577) saw a rise of over 5% after announcing a partnership with NVIDIA [1] Group 2: Other Notable Performances - China Communications Services (00552) fell over 2% despite a slight 0.18% year-on-year increase in net profit attributable to shareholders, with stable development among its three major clients [2] - Parkson Group (03368) surged nearly 25% after reporting a turnaround to profitability in the first half of the year and proposing an interim dividend of HKD 0.02 per share [2] - Esprit Holdings (00330) jumped over 37% after issuing a profit warning, expecting a net profit of approximately HKD 1 million for the six months ending June 30, 2025 [2] - XPeng Motors (09868) rose over 10% as CEO He Xiaopeng increased his stake by purchasing 3.1 million Class A ordinary shares at an average price of HKD 80.49 per share [2] Group 3: US Market Highlights - Coty (COTY.US) plummeted 21.60% due to weak performance in the US market, retailer destocking, and consumers seeking value, impacting Q4 results [3] - NIO (NIO.US) increased by 9.27% ahead of the launch of its new ES8 product and the start of pre-sales [3] - Huazhu Group (HTHT.US) continued to rise by 2.19% with a 41.3% year-on-year increase in revenue and net profit, benefiting from management franchise and licensing business [3] - Boss Zhipin (BZ.US) rose 6.61% after reporting an over 85% year-on-year increase in net profit for the mid-year and extending its share buyback plan [3] - Youlan Group (YOUL.US) surged 17.13% after announcing plans to acquire four companies to expand its online recruitment and regional market share [3] - Hesai Technology (HSAI.US) increased by 11.00% amid market speculation about a potential IPO in Hong Kong to raise approximately USD 300 million [3] Group 4: Additional US Stock Movements - Miniso (MNSO.US) rose 6.38% after reporting a revenue of CNY 9.39 billion for the first half of the year, a year-on-year increase of 21.1%, with adjusted net profit of CNY 1.28 billion [4] - Walmart (WMT.US) fell 4.49% as Q2 adjusted earnings per share fell short of expectations due to increased insurance claims, legal fees, and restructuring costs [4] - Gilead Sciences (GILD.US) dropped 2.18% after CVS Health decided not to include Gilead's new HIV prevention drug Yeztugo in its business plans [4] - XPeng Motors (XPEV.US) rose 11.68% following the CEO's purchase of 3.1 million Class A ordinary shares [5] - Aegon (AEG.US) increased by 7.64% after reporting a turnaround to profitability in the first half of 2025, primarily driven by growth in its US business [5]

消息面上，百盛集团发布截至2025年6月30日止六个月的中期业绩，经营收益总额19.63亿元(人民币， 下同)，同比增加0.93%；股东应占溢利2246.8万元，上年同期股东应占亏损1864.1万元，同比扭亏为 盈；每股基本盈利0.009元；拟派发中期股息每股0.02元。 百盛集团(03368)涨超22%，截至发稿，涨22.73%，报0.135港元，成交额238万港元。 ...

消息面上，百盛集团发布截至2025年6月30日止六个月的中期业绩，经营收益总额19.63亿元(人民币， 下同)，同比增加0.93%；股东应占溢利2246.8万元，上年同期股东应占亏损1864.1万元，同比扭亏为 盈；每股基本盈利0.009元；拟派发中期股息每股0.02元。 智通财经APP获悉，百盛集团(03368)涨超22%，截至发稿，涨22.73%，报0.135港元，成交额238万港 元。 ...

Core Insights - Pacific Group reported a total operating revenue of 1.963 billion yuan for the six months ending June 30, 2025, representing a 0.9% increase compared to 1.945 billion yuan in the same period last year [1] - Same-store sales decreased by 18.4%, with total sales proceeds amounting to 4.155 billion yuan, a year-on-year decline of 11.5% [1] Business Operations - The company operates 43 stores and 2 Pacific Youke city squares across 26 cities in China and Laos [1] - To adapt to changes in the consumer market, the company is continuously upgrading stores and innovating operations, including transforming the Hefei store into a second-dimensional themed commercial complex and officially opening the Datong Pacific Outlet, which is a significant "commercial + cultural tourism" complex in North China [1] - In the second half of this year, the company plans to open a shopping center in Mianyang, Sichuan Province, marking its fifth store in the Mianyang area [1] Future Outlook - The company aims to maintain agility and competitiveness in a rapidly changing market by focusing on core business and promoting operational innovation in response to increasingly diverse consumer demands and intensifying retail competition [1] - The company is actively seeking strategic business expansion opportunities to capture growth in existing areas while continuously investing in store renovations to enhance the overall shopping experience for customers [1]

1) 业绩速递 中国石油化工股份(00386.HK)：上半年收入为14090.5亿元，同比减少10.6%；净利润为214.83亿元，同比减少39.8%。 快手-W(01024.HK)：上半年收入676.54亿元，同比增加12.04%；净利润89亿元，同比增加9.9%。 国药控股(01099.HK)：上半年收入363.63亿元，同比减少1.48%；净利润2.95亿元，同比增加1.02%。 名创优品(09896.HK)：上半年收入93.93亿元，同比增长21.1%；净利润9.06亿元，同比下降22.6%。 途虎-W(09690.HK)：上半年收入79亿元，同比增长10.5%；经调净利润4.1亿元，同比增长14.6%；期内工场店增长至7205家。 哔哩哔哩-W(09626.HK)：二季度收入73.38亿元，同比增加19.76%；净利润2.19亿元，上年同期净亏损6.09亿元，同比扭亏为盈。 载通(00062.HK)：上半年收入42.26亿港元，同比增加3.98%；净利润1.9亿港元，同比增加57.94%。 新晨动力(01148.HK)：上半年收入28.04亿元，同比增加7.06%；净利润1649万元，同比减少25. ...

8月20日，百盛集团发布自愿性公告称，将提前终止与中国工艺美术集团的租赁合同，这也意味着复兴 门百盛购物中心将于年底闭店。此前据中工美透露，将于2026年对相关物业进行改造升级，打造长安街 上的"文化会客厅"。 公告显示，百盛与中工美的租赁合同所涉及的物业，包括中工美的多个楼层和区域，总面积约为1.724 万平方米，该租赁协议的终止日期定于2026年1月1日。百盛商业将提前终止租赁合同，并向中工美支付 1170.12万元罚款，2025年10月10日前完成支付。若逾期支付，将按未偿还总额的0.05%每日支付额外罚 金。 记者21日下午走访百盛商场看到，该商场客流比较稀少，餐饮业态相对较少。傍晚时段，负一层几家快 餐店人气尚可，位于6层、7层的大店上座率不高。商场2层至5层主要以服装、家居和电子产品零售为 主，还有部分瑜伽、美发沙龙等商铺。大部分服装门店正在进行打折促销，有商户透露，这是为撤柜做 准备。 最新发布的业绩报告显示，百盛集团上半年营收19.63亿元，同比增加0.93%；股东应占溢利2246.8万 元，上年同期股东应占亏损1864.1万元，同比扭亏为盈。但翻看历年财报数据，百盛商业近几年业绩持 续承压。 ...

百盛集团(03368)发布公告，该公司将于2025年10月15日派发截至2025年6月30日止6个月的中期股息每 股0.02元。 ...