Core Insights - Suzhou Center Mall has become a significant driver of economic growth and a symbol of urban lifestyle in Suzhou, continuously promoting the "first store economy" and leading consumption trends [1][3] Economic Impact - The mall celebrated its eighth anniversary and launched a co-branded credit card with ICBC Suzhou, aiming to implement national strategies to expand domestic demand and promote consumption [3] - The collaboration seeks to integrate financial resources with the commercial ecosystem, enhancing consumer experiences and accelerating consumption levels [3] Brand and Retail Development - Suzhou Center Mall has introduced over 850 new brands since its opening, with more than 50% being first stores, including 30% that are first in Jiangsu or nationwide [4] - By 2025, the mall plans to introduce over 100 new brands, with approximately 60% being new to Suzhou, indicating a strong consumer pull with nearly 100% sales growth for newly introduced brands [4] Sales and Visitor Projections - The mall's total sales for 2025 are projected to reach 4.3 billion yuan, with expected visitor numbers exceeding 73 million [5] - VIP/SVIP consumer spending is anticipated to increase by over 34% year-on-year, showcasing the mall's appeal to high-value customers [5] Cultural and Tourism Integration - Suzhou Center Mall is actively integrating into the Yangtze River Delta's development, collaborating with Wuxi Airport Group to enhance international tourism consumption [7] - The mall is set to establish a departure tax refund service center and optimize international payment services, aiming to unlock tourism consumption potential [7] - During the "Golden Autumn Three Lakes Carnival," the mall attracted significant visitor numbers, with a 7.67% increase in foot traffic, highlighting its role in promoting cultural tourism [7]

Core Insights - The FotileStyle Ningbo showroom officially opened on November 18, showcasing a new model of smart consumption in line with Zhejiang's "first store economy" strategy and national policies promoting new scene applications [1][3] - The showroom emphasizes "smart scenes, cabinet-electrical integration, and emotional aesthetics," moving away from traditional home retail models to create a "first store sample" that reflects contemporary consumer needs [1][2] Group 1 - The showroom spans over 700 square meters and features innovative solutions such as the "Mushitag" series and the award-winning "Namunani" series, enhancing the concept of "smart single products" into "full-domain smart scenes" [1][2] - The integration of smart systems allows for multifunctional spaces, such as transforming a decorative storage cabinet into a home theater, thereby improving space utilization and enhancing the user experience [2] - The design philosophy focuses on emotional connection, with the aim of making design prioritize human care over mere object creation, as stated by FotileStyle's brand and marketing head [2] Group 2 - The opening of the Ningbo showroom represents a significant step in the evolution of Zhejiang's "first store economy" towards a more intelligent and experiential model, validating the effectiveness of the "policy guidance - scene innovation - consumption upgrade" approach [3] - The establishment of more smart scene "first stores" in Ningbo is expected to further unleash consumer potential and inject new momentum into the high-quality development of traditional industries such as home furnishings [3]

海南日报全媒体见习记者 陈明艳 记者 郭萃 用好以旧换新政策、打造"首"字经济、做优做强免税购物 海口消费市场有三热 11月16日晚，华灯初上，海口东坡老码头已是流光溢彩、人头攒动。璀璨灯火映照下的街区人气十足， 充满了浓厚的烟火气息。 近日，夜晚的海口东坡老码头人头攒动。海南日报全媒体见习记者 陈明艳 摄 "您好，现在购车可享受置换补贴，非常实惠……"11月15日至16日，"海口市以旧换新进园区"专场活动 在海口市复兴城举办。现场汇聚多家汽车品牌，推出多重购车福利，提供从试驾到政策咨询的一站式服务， 吸引众多市民驻足参与。除了汽车，活动范围更覆盖家电、家装、电动自行车、3C数码产品等品类，海口正 以真金白银的补贴，推动优惠政策走进千家万户。 政策红利持续释放，市民获得感实实在在。今年8月，海口市民杜女士通过"以旧换新"活动置换了一辆电 动自行车，"就在家门口买的，很方便，原价3100元，以旧换新补贴后2100元到手，实惠看得见，补贴申请流 程也很清晰。"如今，这份"看得见的实惠"正成为许多海口市民的共同体验。 商场端同样感受到了消费热潮。友谊·阳光城营运副总监刘丽君表示："今年以来，在以旧换新等国补政 策的 ...

来源：铱星云商 盘点年内13家购物中心餐饮区域调改与"餐饮空间IP化"趋势。 主编：曹婕 撰文&编辑：刘瑾 南京德基广场 这些商场的美食区域有了新变化 在存量时代下，众多购物中心正通过自主调改来提升消费体验，以保持市场竞争力。从市场表现来看，无论是高端购物中心还是大众型购物中心，餐饮区 域的优化都已成为调改的重点。据铱星云商不完全统计，今年以来，至少已有13家购物中心对餐饮区域进行了不同程度的调整。 7家高端购物中心餐饮区域调改情况 近两年，随着消费者消费理念趋于理性，在购物中心的众多业态中，餐饮业态凭借强烈的线下体验属性愈发受到重视，甚至出现了购物中心正演变为"美 食城"的市场声音。 7家高端购物中心餐饮区域调改情况 这一趋势在短期数据中已初现端倪。据铱星云商《全国商场2025年客流报告·品牌开关店》对30个中等体量购物中心的监测，第三季度餐饮业态新开门店 表现持续亮眼：7月新开门店数量位居各业态第一；8月整体热度环比放缓，但部分餐饮品牌表现依然强劲；9月餐饮业态新开门店总数回升至第二位。 具体到实际项目中，无论是高端商场还是大众化项目，都在积极通过餐饮区域的调改，提升线下吸引力与市场竞争力。 | | 7家 ...

Core Insights - Wangfujing area is undergoing a new round of public space renovation, with major commercial projects simultaneously upgrading and refreshing their offerings [1] Group 1: Wangfujing Zhonghuan - Wangfujing Zhonghuan is optimizing its brand matrix, with the luxury brand Loewe's original location now under renovation, and several brands like Solar lab and DVF have exited [2] - In the dining sector, the last store of nama cocoa has closed, making way for BLACK TREE Thai Tea's first store in Beijing, alongside new tea brands and restaurants [4] Group 2: Beijing APM - Beijing APM is enhancing its sports brand matrix, with HOKA ONE ONE prominently positioned on the first floor, while several brands like Burberry Beauty have exited [5] - The dining options are expanding with new entries like Peppers Water Boiled Fish, while several other restaurants have closed [5] Group 3: Wangfujing Yintai in88 - Wangfujing Yintai in88 is introducing over 10 new dining brands on the fourth floor, which was previously not a commercial space, including several first stores in Beijing [8] Group 4: Dongfang Xintiandi - Dongfang Xintiandi is shifting towards a more accessible brand lineup, with new openings like COCOON and Zhengda Coffee, while several brands have closed [10] Group 5: Wangfujing Joy City - Wangfujing Joy City is adjusting its second-floor and first-floor dining matrices, with a new Disney pop-up store attracting attention, and a large KKV replacing previous retail spaces [12] Group 6: Visitor Statistics - Official data indicates that the Wangfujing area is expected to receive 130 million visitors in 2024, with a daily average of 355,000 visitors, marking a 30% year-on-year increase [13]

Core Insights - The "14th Five-Year Plan" emphasizes expanding domestic demand as a strategic foundation, focusing on improving people's livelihoods and promoting consumption, which presents new opportunities for retail real estate [2][3] - The commercial real estate sector is entering a phase of differentiation and revitalization, with some companies recovering investment activities despite facing revenue challenges [2][3] - The demand for experiential consumption is increasing, indicating a shift in consumer preferences that retail commercial real estate must adapt to [3][4] Group 1: Market Trends - The total retail sales of consumer goods reached 36.5877 trillion yuan from January to September 2025, with a growth rate of 4.46% [3] - During the recent 8-day National Day and Mid-Autumn Festival holiday, domestic travel reached 888 million people, an increase of 123 million compared to the previous year, with total spending of 809 billion yuan, up 108.2 billion yuan [3] - The commercial real estate development investment is still facing growth challenges, with large enterprises capturing market share but struggling for continuous revenue growth, while small and medium-sized enterprises face operational difficulties [3][5] Group 2: Consumer Behavior - The middle-aged and elderly population, along with young consumers, are identified as key demographics with significant spending potential [4] - The middle-class consumer group is experiencing structural shifts, leading to a complex consumption mindset characterized by a desire for diverse products and services [4] - Companies are adopting strategies that integrate social media and personalized services to enhance customer engagement and attract consumers [4][5] Group 3: Business Strategies - Companies are focusing on optimizing existing assets and exploring new business models, such as the "light asset" approach to expand their market presence [5] - The competition in the commercial sector is intensifying, requiring businesses to innovate in content creation, unique experiences, and refined operations [5][6] - The overall short-term policy effects on consumption are becoming evident, although the recovery of investment remains slow, indicating a gradual restoration of market confidence [6]

Core Insights - The article highlights the vibrant consumption landscape in Haikou, showcasing the city's efforts to enhance its status as an international tourism consumption center during the 14th Five-Year Plan period [1][12][13] Consumption Market Dynamics - Haikou's consumption structure has been optimized and upgraded, with a continuous release of quality demand and the emergence of new consumption scenarios and business formats [1][12] - The implementation of the new duty-free policy on November 1 has significantly boosted consumer interest, with sales reaching 78.54 million yuan on the first day, a 6.1% increase from the previous day [5][12] - The first week of the new policy saw sales of 506 million yuan and 72,900 shoppers, marking a year-on-year growth of 34.86% and 3.37% respectively [5][12] Duty-Free Market Expansion - The duty-free shopping policy has been adjusted to include a wider range of products and allow for the sale of six categories of domestic goods, enhancing the shopping experience for both residents and tourists [5][6] - The opening of new duty-free stores, such as CDF Haikou International Duty-Free City, has contributed to a diversified duty-free market landscape [3][5] Retail and Brand Development - Haikou is actively attracting flagship stores and experience-based retail formats, with 75 new brand stores introduced this year, covering high-end retail, specialty dining, and cultural experiences [6][8] - The launch of the Elastic Dream Factory Sports Park, which features over 30 innovative sports projects, exemplifies the city's strategy to cater to diverse consumer needs [6][8] Cultural and Entertainment Integration - The integration of cultural, sports, and entertainment activities has enhanced consumer engagement, with events like concerts driving foot traffic to shopping areas [9][11] - The city is creating immersive shopping experiences that combine shopping with cultural and entertainment elements, transforming commercial areas into comprehensive leisure destinations [9][11] Economic Growth Indicators - Haikou's total retail sales of consumer goods reached 88.843 billion yuan in the first three quarters of the year, reflecting a year-on-year growth of 10.1% [12] - The "old-for-new" policy has spurred significant growth in retail sales across various sectors, including automotive and electronics, with increases of 50.4%, 54.1%, and 147.6% respectively [11][12]

从长沙火到江南的新式茶饮品牌——茶颜悦色，11月15日（周六）相城首店将在相城天虹购物中心开 业。这也是今年相城首店经济又一重要成果。 今年以来，一批特色首店的集中入驻与商业品牌的焕新升级，为相城商圈再添新活力，更让居民的日常 生活愈发丰富多彩。"以前老爱往外跑，现在吃喝玩乐全在家门口。"家住元和街道香城花园一期的居民 说。 未来，相城高新区将深入挖掘"首发消费"潜力，大力发展首店经济、品牌经济、夜间经济，引进更多区 域首店、品牌概念店与特色主题门店，培育更多消费新业态、新模式，让市民在潮流更迭中尽享高品质 消费生活，推动商圈能级与商业品质不断提升。 （编辑：晚秋） "茶颜悦色的入驻不是简单的开店，更是对我们商圈商业环境的认可，进一步丰富相城天虹购物中心所 在的未来环商圈街区的业态组合，为相城高新区以及整个相城区的消费市场注入新的活力。"相城高新 区相关负责人表示。 为助力茶颜悦色在相城高新区加速落地，相城高新区便民服务中心深化"帮代办"服务，主动对接辅导企 业办理营业执照，由于企业住所证明材料较多，导致电子材料上传不便，工作人员主动指导帮助企业使 用专业压缩软件快速处理申报材料，并辅导其完成后续的信息填报与 ...

Core Insights - A series of popular brand flagship stores, including Lu Xi River, Hema Fresh, UR Fashion, and Ba Nu Hotpot, have signed agreements to open in Lianyungang's Haizhou District, covering key consumer sectors such as new-style pastries, premium fresh produce, fast fashion, and specialty dining, expected to open between late 2025 and early 2026 [2][4] - The initiative aims to enhance local consumer experiences and drive commercial upgrades in Haizhou, injecting lasting momentum into domestic demand [2] Group 1: Commercial Development - Haizhou District is focusing on becoming a regional consumer center by enhancing commercial quality, diversifying consumer offerings, and optimizing shopping experiences [2] - The district is transitioning from a single shopping model to a comprehensive consumption model that includes dining, entertainment, and shopping [2][4] - The newly introduced brands are strategically located in key commercial hubs like Wanda Plaza and Suning Plaza, creating a complementary and diverse commercial layout [2] Group 2: Market Recognition and Future Plans - The influx of flagship stores has attracted significant foot traffic and revitalized consumer activity, reflecting market confidence in the regional commercial environment and consumption potential [4] - Haizhou District plans to continue improving the business environment, attract high-quality commercial resources, and promote more premium commercial projects to enhance consumer experiences and elevate consumption levels [4]

Core Insights - Guangzhou is experiencing a vibrant transformation in its consumption landscape, driven by innovative business models and a focus on enhancing consumer experiences [2][6][10] Economic Growth - The total retail sales of social consumer goods in Guangzhou exceeded 1 trillion yuan since 2021, with a projected growth of 19.9% by 2024 compared to 2020 [2][20] - The average annual growth rate of new store openings in Guangzhou is 25% from 2021 to 2024, with over 600 international brands entering the market [7][22] Business Environment - Guangzhou is developing a "5+2+4+22" key business circle system to enhance its international consumption center city status [6] - The city has seen the opening of numerous new commercial projects, including K11 Select and the upcoming Taikoo Li [6] Consumer Experience - The "Yue City Night Market" has become a significant part of Guangzhou's night economy, contributing to a vibrant consumer atmosphere [8] - The integration of service and experience consumption is shifting Guangzhou's market from local to global reach, with online retail sales of physical goods reaching 307 billion yuan in 2024, a 3.9% increase year-on-year [8] Infrastructure and Services - Guangzhou has established a comprehensive convenience service network, covering over 80% of its population within a 15-minute service radius [9] - The city has implemented various consumer-friendly policies, including a seamless payment system for international visitors [9] Events and Promotions - The ongoing Guangzhou International Shopping Festival is designed to attract global consumers, featuring over 3,000 activities and engaging more than 10,000 merchants [12] - The "All Sports Consumption" initiative during the 15th National Games has significantly boosted local business and tourism [11][13]