商业地产周报|消费REITs成绩单刷屏;新城/龙湖/旭辉部署2026战略

Group 1 - Nanjing Shangyue Tiandi officially opened on January 24, 2026, as the first commercial project by CITIC Pacific Properties in Nanjing, featuring a design concept of "four-layer life cube" and over 40% of area dedicated to first-store brands [7] - Nanjing Jiangbei Impression Hui reopened on January 24, 2026, after a 33 million yuan renovation, transforming it into a modern "park-style shopping mall" with upgraded hardware and new first-store brands [5] - Jinan Haina City Bailian Outlet Phase II officially opened on January 23, 2026, doubling foot traffic and sales since its soft opening in December 2025, expanding to 150,000 square meters with nearly 300 brands [9] Group 2 - Shenzhen Grand China Malls in Luohu District opened on January 18, 2026, covering approximately 38,000 square meters and featuring various retail and dining options [11][12] - Handan Dongyuehui City, the first "first-store economy" project in Handan, officially opened on January 16, 2026, with a total construction area of about 80,000 square meters and 110 brands [15] - Wuhan Ganlu Mountain Jiayou City Outlet is set to open on February 11, 2026, as the first self-operated outlet in Wuhan, focusing on luxury and outdoor brands [17] Group 3 - Shenzhen M80 project, developed by a Tencent subsidiary, is expected to be completed by the end of 2026, with a total construction area of 228,000 square meters, potentially collaborating with the cultural commercial project "Tianmu Li" [20][21] - Hangzhou New World City Art Center is expected to gradually open in 2027, with a total investment of 23 billion yuan and a design that integrates local cultural elements [24] - Shanghai Jiatuo Square GT SQUARE held a brand signing ceremony, with a total area of 190,000 square meters and plans to officially operate in the second half of 2026 [26] Group 4 - Guangzhou's Ma Chang land officially listed for sale on January 23, 2026, with a starting price of 18.6 billion yuan, covering an area of approximately 174,000 square meters [36][37] - New City Holdings held its 2026 annual meeting, reporting over 38,000 housing deliveries in 2025 and a commercial operation revenue of 14.09 billion yuan, with plans for further expansion [38] - Longfor Commercial announced its "Tianjie 2026" strategy, focusing on both existing and new projects to enhance urban commercial experiences [39] Group 5 - BAILIAN Group aims to expand its outlet business to 15 stores by 2030, with a focus on quality development and new project planning in Zhengzhou and Xi'an [41] - Boyu Capital acquired a 75% stake in Beijing Badaling Outlet, indicating a strategic move in the retail sector [42] - Maoye Commercial plans to issue public REITs backed by its Chengdu Maoye Center, aiming for strategic asset restructuring [43]