南京狂揽480家首店：德基一骑绝尘，JLC、万象天地争第二

Core Insights - Nanjing has accelerated its "first store economy" in 2025, being selected for multiple national pilot projects and hosting over 1,700 consumer promotion events throughout the year, with the Xinjiekou business district maintaining its leading position in East China [1][3] - The city introduced a record 480 quality first stores, with significant growth in consumer experiences and international offerings, indicating a substantial uplift in urban consumption capabilities [1][3] Group 1: First Store Introduction - A total of 480 quality first stores were introduced in Nanjing, with 237 in dining and 199 in retail, accounting for over 90% of the total, reflecting a strong consumer demand for high-frequency and quality experiences [3][6] - The concentration of first stores in dining and retail indicates a solid local consumption base, supporting brands' entry and testing in the market [6][7] - Nanjing's Deji Plaza introduced 56 retail first stores, contributing nearly 30% of the city's retail first store resources, reinforcing its status as a key city for high-end retail brand launches [7][8] Group 2: Dining Sector Dynamics - The dining sector emerged as the most active area for first store competition in 2025, with JLC Nanjing introducing 28 dining first stores, leading in quantity [10][11] - The popularity of casual dining is evident, with 46 new beverage stores and 32 dessert stores introduced, showcasing a trend towards frequent product iteration and diverse consumer experiences [13][15] - Despite lower numbers, sectors like children's services and entertainment are increasingly valuable for enhancing consumer ecosystems and extending visit durations [15] Group 3: Commercial Ecosystem and Performance - Nanjing's first store economy not only increased in quantity but also in quality, with 27 national first stores and 23 East China first stores introduced, enriching the commercial ecosystem [16][19] - Deji Plaza achieved a sales figure of 26.24 billion yuan, a 7.1% increase year-on-year, maintaining its position as the top-performing shopping center in the country [21][23] - JLC Nanjing quickly became a cultural landmark, introducing 59 first stores, with over 40% of tenants being brands new to Nanjing, Jiangsu, or even nationwide [26] Group 4: Policy Support and Future Outlook - Nanjing has released new policies to support the development of the first store economy, offering financial incentives for high-quality brand introductions and events [37][39] - The policies aim to enhance service consumption quality and support the development of new consumption models, indicating a strategic focus on nurturing a vibrant consumer environment [39][41] - Looking ahead to 2026, Nanjing plans to continue implementing first store economy policies, aiming to establish itself as a leading international consumer city [41]