首店经济引爆消费热潮，万达“提质提级”重构齐鲁商业生态

Core Insights - The opening of Hema's first store in Central Shandong marks the company's successful expansion into its seventh city in Shandong, highlighting the importance of "first store economy" in stimulating regional consumer activity [1] - The collaboration between Hema Fresh and Zhuhai Wanda Commercial Management Group in Jinan demonstrates the replicability of their commercial resource integration and consumption upgrade strategies [1][3] Group 1: Company Strategy - Zhuhai Wanda Commercial Management Group has been deeply rooted in Shandong for 15 years, operating 20 shopping centers across 11 cities, with plans for a new Wanda Plaza in Jinan by December 2025 [3] - The company is implementing a commercial ecosystem upgrade strategy, focusing on customer demand insights and tailored approaches for each store to enhance positioning and operational quality [3][6] - The restructuring strategy aims to activate existing commercial assets in response to consumption upgrade trends, emphasizing customer needs and precise market positioning [3][6] Group 2: Market Performance - The Jinan Weijiazhuang Wanda Plaza has successfully revitalized its offerings by introducing 48 new brands in the first half of 2025, including popular dining and tech brands, enhancing customer engagement [4] - The Dongying West City Wanda Plaza saw over 20% growth in both foot traffic and sales in the first half of 2025 after adjusting its positioning to cater to a younger demographic [6] Group 3: Customer Experience - Zhuhai Wanda Commercial Management Group is enhancing customer experience through comprehensive operational, marketing, and service innovations, focusing on creating immersive shopping environments [9] - The company has adopted a "one store, one color" principle to improve operational quality and customer perception, alongside significant upgrades to public facilities [9] Group 4: Marketing and Community Engagement - The marketing strategy has evolved from unified marketing to a multidimensional approach, integrating local cultural elements and hosting various events to enhance community engagement [10] - The upcoming Jinan Century Avenue Wanda Plaza aims to create a garden-style commercial space that combines cultural and natural elements, catering to diverse consumer lifestyles [11][13] Group 5: Future Outlook - The strategic framework of "first store economy explosion - existing structure adjustment - incremental benchmark creation" is guiding the regional commercial upgrade efforts of Zhuhai Wanda Commercial Management Group [16] - The company plans to expand its presence in more cities across Shandong, aiming to activate regional consumption potential and evolve commercial spaces into platforms for lifestyle value creation [16]