人民财评：“首店经济”加速消费能级跃升

Core Insights - The "first store economy" is emerging as a powerful new force, enhancing urban commercial quality and accelerating the release of domestic demand potential [1][2] Group 1: Definition and Impact - The term "first store" refers to the first store of an industry-leading brand in a specific area, while the "first store economy" encompasses a series of new brands, products, and business models that enhance brand value and consumer experience, becoming a new economic growth driver [1][2] Group 2: Driving Factors - The "first store economy" is driven by multiple factors, including rising consumer demand for quality and diversity, as well as innovative offerings in food, fashion, and trendy products that provide unique experiences [2][3] - The continuous introduction of "first stores" offers diverse new consumption choices, helping urban commercial areas break free from homogenized competition and achieve differentiation [2][3] Group 3: Policy Support - Government policies are providing fertile ground for the development of the "first store economy," with initiatives encouraging both domestic and international brands to open first stores and streamline approval processes [3] - In the first five months of this year, nearly 400 new "first stores" opened in Beijing, while Shanghai added 173 in the first quarter of 2025, and Chongqing saw 892 new "first stores" in the past three years [3] Group 4: Long-term Value Considerations - Despite the popularity of "first stores," there is a need to focus on long-term value rather than short-term novelty, ensuring alignment between city characteristics and brand positioning [4] - Encouraging "first stores" to enhance product and service quality, explore innovative business models, and create a complementary consumption ecosystem is essential for sustainable growth [4]