格隆汇12月22日丨美凯龙(601828.SH)公布，公司于近日收到淘宝控股及新零售基金出具的《股份减持 情况告知函》，于2025年12月17日至12月22日，淘宝控股及新零售基金通过集中竞价合计减持公司 22,096,481股H股股份，占公司当前总股本的0.51%。其中，新零售基金通过集中竞价减持公司6,180,081 股H股股份，占公司当前总股本的0.14%；淘宝控股通过集中竞价减持公司15,916,400股H股股份，占公 司当前总股本的0.37%。本次权益变动后，公司持股5%以上股东杭州灏月及其一致行动人合计持有公司 股份数量由277,434,306股减少至255,337,825股，持股比例由6.37%减少至5.86%，权益变动触及1%整数 倍。 ...

红星美凯龙(01528)公布，公司于近日收到淘宝控股及新零售基金出具的《股份减持情况告知函》，于 2025年12月17日至12月22日，淘宝控股及新零售基金通过集中竞价合计减持公司约2209.65万股H股股 份，占公司当前总股本的0.51%。其中，新零售基金通过集中竞价减持公司6,180,081股H股股份，占公 司当前总股本的0.14%;淘宝控股通过集中竞价减持公司15,916,400股H股股份，占公司当前总股本的 0.37%。本次权益变动后，公司持股5%以上股东杭州灏月及其一致行动人合计持有公司股份数量由 277,434,306股减少至255,337,825股，持股比例由6.37%减少至5.86%。 ...

智通财经APP讯，红星美凯龙(01528)公布，公司于近日收到淘宝控股及新零售基金出具的《股份减持情 况告知函》，于 2025 年 12 月 17 日至 12 月 22 日，淘宝控股及新零售基金通过集中竞价合计减持公司 约2209.65万股 H 股股份，占公司当前总股本的 0.51%。其中，新零售基金通过集中竞价减持公司 6,180,081 股 H 股股份，占公司当前总股本的 0.14%;淘宝控股通过集中竞价减持公司 15,916,400 股 H 股 股份，占公司当前总股本的 0.37%。本次权益变动后，公司持股 5%以上股东杭州灏月及其一致行动人 合计持有公司股份数量由 277,434,306 股减少至 255,337,825 股，持股比例由 6.37%减少至 5.86%。 ...

香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司 對 本 公 告 的 內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 對 因 本 公 告 全 部 或 任 何 部 分 內 容 而 產 生 或 因 依 賴 該 等 內 容 而 引 致 之 任 何 損 失 承 擔 任 何 責 任。 Red Star Macalline Group Corporation Ltd. 紅星美凱龍家居集團股份有限公司 （一 家 於 中 華 人 民 共 和 國 註 冊 成 立 的 中 外 合 資 股 份 有 限 公 司） （股 份 代 號：1528） 海外監管公告 本公告乃由紅星美凱龍家居集團股份有限公司（「本公司」）根據香港聯 合交易所有限公司證券上市規則第13.10B條 作 出。 以下為本公司於上海證券交易所網站刊發之《紅 星 美 凱 龍 家 居 集 團 股 份 有限公司關於持股5%以上股東及其一致行動人權益變動觸及1%刻度的 提 示 性 公 告》，僅 供 參 閱。 承董事會命 紅星美凱龍家居集團股份有限公司 李玉鵬 董 ...

红星美凯龙家居集团股份有限公司 证券代码：601828 证券简称：美凯龙 公告编号：2025-098 红星美凯龙家居集团股份有限公司 关于持股 5%以上股东及其一致行动人权益变动 触及 1%刻度的提示性公告 持股 5%以上的股东杭州灏月企业管理有限公司及其一致行动人 Taobao China Holding Limited、New Retail Strategic Opportunities Investments 4 Limited 保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□比例减少 | | --- | --- | | 权益变动前合计比例 | 6.37% | | 权益变动后合计比例 | 5.86% | | 本次变动是否违反已作出的承 | 是□否 | | 诺、意向、计划 | | | 是否触发强制要约收购义务 | 是□否 | 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | -- ...

Core Insights - Chengdu Bay Yue City, a new commercial project by Meikailong and Jianfa Group, officially opened on December 20, marking a significant collaboration and a new attempt at integrating home and lifestyle commerce [1][11] - The project aims to transform the commercial landscape of Tianfu New Area and Chengdu by introducing a variety of high-frequency consumption formats, enhancing the shopping experience and driving business model upgrades [1][9] Group 1: Project Overview - Bay Yue City has a total construction area of approximately 144,000 square meters and was previously known as Meikailong Life Aesthetics Center, which opened in 2021 [1] - The project is designed as a "family gathering place" and includes diverse offerings such as fitness, family entertainment, specialty dining, and outdoor living [3][5] Group 2: Consumer Experience - The mall focuses on family-oriented services, featuring brands like Kid King and Haidilao, creating a one-stop leisure consumption experience for families [5] - Three themed areas have been developed: an energy gathering sports social space, a children's interactive space, and a rooftop garden, all aimed at enhancing family bonding and social interactions [5][10] Group 3: Business Strategy - The project breaks the boundary between home and lifestyle commerce, significantly increasing the proportion of dining, family, and entertainment formats, which is expected to drive foot traffic and cross-selling opportunities [7][10] - Meikailong's strategic shift is based on insights into retail trends, focusing on creating experiential spaces rather than just sales venues, which aligns with the evolving consumer preferences for deeper engagement [9][10] Group 4: Financial Performance - Meikailong reported a net operating cash flow of 643 million yuan for the first three quarters of 2025, with a significant improvement in operating profit from approximately 100 million yuan to 200 million yuan year-on-year [10] - The occupancy rate of self-operated malls increased from 83.0% at the end of 2024 to 84.7% by the end of September 2025, indicating improved asset management and operational efficiency [10] Group 5: Strategic Collaboration - The opening of Bay Yue City signifies a new phase in the strategic partnership between Meikailong and Jianfa Group, moving from limited collaborations to a comprehensive and deep cooperation across the entire mall [11][12] - Jianfa Group's management expertise is expected to enhance the operational success of the project, while Meikailong benefits from revitalizing its existing assets and gaining professional operational insights [12][13]

Core Insights - Chengdu Bay Yue City, a collaboration between Meikailong and Jianfa Group, officially opened on December 20, marking a significant step in commercial cooperation and urban renewal in Chengdu by 2025 [1][10] - The project aims to integrate home and lifestyle commerce, enhancing consumer shopping experiences through a diverse range of high-frequency consumption formats [1][7] Group 1: Project Overview - Bay Yue City has a total construction area of approximately 144,000 square meters and was previously known as Meikailong Lifestyle Aesthetics Center, which opened in 2021 [1] - The project introduces high-frequency consumption formats such as fitness, family entertainment, and specialty dining, moving beyond traditional home goods [3][5] Group 2: Consumer Experience - The mall is designed as a "family gathering place," featuring various themes such as a sports social space, a children's interactive area, and a rooftop garden, creating a "third space" for families and young people [5][9] - Key brands include COLNAGO, PARDUS, and CAMEL, catering to urban families' health and lifestyle preferences [5] Group 3: Business Strategy - The project breaks the boundary between home and lifestyle commerce, significantly increasing the proportion of dining, family, and entertainment formats to drive foot traffic and enhance core home business [7] - Meikailong's strategic shift is informed by retail trends, focusing on experiential shopping rather than mere product sales, aiming to create a lifestyle proposal space [9] Group 4: Financial Performance - Meikailong reported a net operating cash flow of 643 million yuan for the first three quarters of 2025, with a significant improvement in operating profit from 100 million yuan to 200 million yuan year-on-year [9] - The occupancy rate of self-operated malls increased from 83.0% at the end of 2024 to 84.7% by the end of September 2025, indicating improved asset management [9] Group 5: Strategic Collaboration - The opening of Bay Yue City signifies a new phase in the strategic integration between Meikailong and Jianfa Group, with a comprehensive collaboration on the entire mall rather than isolated projects [10][12] - Jianfa Group's commercial management expertise is expected to enhance operational efficiency, while Meikailong benefits from revitalizing its existing assets [12]

Group 1 - Chengdu Bay Yue City officially reopened on December 20, 2025, with a total commercial space of 144,000 square meters, positioned as a "vibrant family gathering place" for the southern city [1][3] - The project marks the first deep collaboration between Red Star Macalline and Jianfa Business Management, representing a new lifestyle and urban commercial update [3][5] - The opening ceremony was attended by notable figures including officials from the Sichuan Tianfu New District Headquarters Business Bureau and executives from Red Star Macalline and Jianfa Business Management [5] Group 2 - The mall focuses on "interests," featuring popular categories such as fitness, sports, and outdoor activities, with brands like COLNAGO, PARDUS, and CAMEL, catering to urban families' pursuit of health and nature [9] - A variety of family-oriented brands such as Kid King, Baby King, and Anta Kids are present, along with diverse dining options including Haidilao and Luckin Coffee, enhancing the family lifestyle experience [11] - Chengdu Bay Yue City emphasizes "family growth companionship" with three main themed areas: an immersive family sports social space, a parent-child interactive leisure area, and a relaxing rooftop garden [12] Group 3 - During the opening period, the mall will offer significant discounts and promotions, including subsidies, free gifts, and special deals to enhance consumer satisfaction [14]

Group 1 - Alibaba Group Holding Limited reduced its stake in Red Star Macalline (01528) by 8.6442 million shares at a price of HKD 1.283 per share, totaling approximately HKD 11.0905 million [1] - After the reduction, Alibaba's remaining shareholding is approximately 33.7162 million shares, representing a holding percentage of 4.55% [1]

（原标题：春节倒计时 大消费起舞年味渐浓） 本周，A股探底回升，上证指数、上证50周线微幅飘红，深证成指、科创50、北证50等周线微幅飘绿， 周成交减少至8.8万亿元。 机构：跨年攻势已开始 杠杆资金本周小幅净卖出逾11亿元，其中基础化工行业被融资净卖出逾19亿元，有色金属行业、食品饮 料行业也被净卖出逾10亿元，传媒、银行、交通运输等行业亦被净卖出超亿元；电子行业获得逾28亿元 融资净买入，国防军工行业获得逾18亿元净买入，非银金融行业获得逾12亿元净买入，商贸零售、机械 设备、建筑材料、公用事业等行业也获得超亿元净买入。 免税概念、网红经济、新零售、供销社等相关板块也均强势上攻，顺灏股份16日8涨停，南京商旅10日5 涨停，九牧王6日4涨停，美凯龙、皮阿诺等亦多次涨停。 消息面上，近日，商务部办公厅、财政部办公厅印发《关于做好消费新业态新模式新场景试点有关工作 的通知》，在北京等50个城市开展消费新业态、新模式、新场景试点。 农业农村部也部署开展2026年元旦、春节"品特产 寻年味"消费促进活动，要求各地进一步落实《促进 农产品消费实施方案》，抓住"两节"消费旺季，谋划出台促消费务实举措，推动供需精准适配 ...