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北京太古坊将于2026年入市 太古地产加速布局内地市场

Core Viewpoint - Swire Properties is expanding its commercial footprint in mainland China, with a significant investment plan of HKD 100 billion over the next decade, focusing on core markets and aiming for long-term growth [1][2]. Investment Strategy - Swire Properties announced a HKD 100 billion investment plan in early 2022, with approximately RMB 50 billion allocated to mainland China, and 92% of the committed funds have already been deployed after three years [1]. - The company is actively seeking new investment opportunities in Shenzhen and plans to develop more Swire Lounges in mainland China [2]. Project Developments - The Beijing Swire Town project, located in Chaoyang District, is the largest single investment project by Swire Properties in mainland China, with a total construction area of 860,000 square meters, including eight Grade A office buildings and a shopping center [1]. - The project is expected to be completed and opened in phases by the end of 2026 [1]. Retail Business Performance - Swire Properties has confidence in its retail business, with a 12% increase in rental income from the Sanlitun Swire Town in 2024, marking a historical high [2]. - The company has upgraded its retail offerings and adjusted brands in its projects, resulting in a 5% increase in foot traffic in mainland locations [2][3]. Brand Adjustments - Several retail stores in Sanlitun Swire Town have undergone brand adjustments, including the opening of flagship stores for various international brands [3]. - The Yushe Hotel in Sanlitun is undergoing renovation to transform into an innovative retail space [3]. Market Challenges - Recent changes in U.S. tariff policies have introduced uncertainties in commercial development, but Swire Properties remains resilient and anticipates continued growth in mainland consumer spending [3].