（活力中国调研行）“首”经济催热新消费 中国传统商圈加速“出圈”

Core Insights - The "first" economy has become a new engine for boosting consumer vitality in China, with various "first" initiatives such as first stores, first launches, and first exhibitions gaining traction [1] Group 1: Development of the "First" Economy - In Chengdu's Jinjiang District, a new "first" store, launch, or exhibition opens approximately every two days, indicating a vibrant retail environment [2] - Since 2019, over 4,000 first stores have opened in Chengdu, maintaining growth for six consecutive years, ranking just behind Beijing and Shanghai [2] - The establishment of the first "First Economy Development Promotion Center" and "First Economy Research Institute" in Chengdu aims to further promote this economic model [2][3] Group 2: Focus on Diverse and Youthful Brands - The Jinjiang District's strategy for attracting "first" economy investments emphasizes diversity and youthfulness, incorporating both new domestic brands and technology enterprises [3] - Brands are increasingly setting up first stores to create more experiential spaces for consumers, enhancing traditional retail formats [3] Group 3: Policy Support and Future Goals - The rise of the "first" economy is supported by targeted policies, including the "Special Action Plan to Boost Consumption" issued by the central government [4] - Chengdu's three-year action plan aims to establish 6,500 first stores and host over 1,000 first events by the end of 2027 [4] - The transformation of traditional commercial areas, such as the East Suburb Memory site, into fashion landmarks with over 80 first stores demonstrates the revitalization of local economies [4]