“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 innovation, promoting consumption upgrades and becoming a new economic growth driver [1][2] Group 2: Driving Factors - The rise of the "first store economy" is driven by multiple factors, including a shift in consumer demand towards quality and uniqueness, as well as diverse offerings in food, fashion, and innovative products that provide distinct experiences [2] - The continuous introduction of "first stores" offers new consumer choices, helping urban commercial areas break free from homogenized competition and achieve differentiation [2] Group 3: Policy Support - Government policies are providing fertile ground for the development of the "first store economy," with initiatives encouraging 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, demonstrating the effectiveness of targeted policies [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 their products and services, explore innovative business models, and improve consumer experiences is essential for maintaining consumer attraction [4] - It is crucial to optimize the growth ecosystem, promote resource distribution, and foster collaboration among "first stores" and other businesses to create a vibrant consumer ecosystem [4]