“首发经济”助深圳消费能级跃升

Core Insights - Shenzhen is experiencing robust retail growth, with social consumer goods retail sales exceeding 1 trillion yuan for two consecutive years and wholesale and retail industry scale increasing from 4 trillion yuan to 6 trillion yuan over the past five years [2][4] Group 1: Retail Market Development - The Guangdong Provincial Government's proposal supports the development of international consumption centers in cities like Shenzhen, promoting multi-functional commercial districts and new technologies [2] - Shenzhen's retail market is characterized by a high supply of quality shopping centers, with 775.7 million square meters of premium shopping center space as of Q3 2025 [3] - The city aims to achieve a retail sales total of 1.7 trillion yuan by 2030 and nearly 2.5 trillion yuan by 2035, establishing five world-class commercial districts [4] Group 2: First Store Economy - The first store economy in Shenzhen is rapidly growing, with 222 new first stores opening in Q3 2025, marking a 34.5% increase from the same period in 2024 [5] - High-profile first stores are significantly driving foot traffic and sales, with Shenzhen's new shopping centers attracting millions of visitors and substantial revenue during their opening periods [5][6] - The government has set a target to add over 1,000 new first stores, flagship stores, and concept stores to enhance consumer engagement [6]