央视网消息：消费是中国经济增长的重要引擎。"十五五"规划建议中，大力提振消费被置于更加突出的位置。其中，零售业对促进消费和投资、保障民生和 就业的贡献巨大。12月9日，全国零售业创新发展大会在北京召开，商务部副部长盛秋平表示，"十五五"时期，要把零售业作为培育完整内需体系、做强国 内大循环的关键着力点，推动行业转向品质驱动、体验驱动，实现高质量发展。 中午时分，湖滨商圈的九洲籍·新派潮菜全国首店内，40张餐桌几乎坐满。上个月初，这家融合传统潮菜与现代烹饪技法的品牌，特意将全国首店落户于 此，刚开业便成了美食爱好者的打卡地，高峰期单日翻桌可达十几轮。 消费者 周雪秋：食材也好，味道也好，都很适合我们，吃了还想来，所以就把身边的小姐妹一起约过来了。 零售业中，首店经济正成为城市商业活力的"晴雨表"。浙江杭州的湖滨商圈，凭借西湖畔的独特区位，成为国内外品牌落子的核心选择，今年以来，当地首 店扎堆落地，带来新的消费热潮。 2025年上半年，杭州共引入153家首店，新增首店数量同比上涨39.1%，保持高品质增长态势。首店扎堆的背后，是政策与服务的双重保障。今年，上城区 推出最高100万元的首店补助，从选址到开业全程护航 ...

与此同时，北京商报记者走访时看到，太古里北区还引入了创新生活方式体验门店，例如老鼎丰旗下融 合菜品牌FENG FULL开设全国首店；古法粤菜品牌三清潭推出升级概念店潭月；源自京都的精品咖啡 Kurasu与上海人气泰餐OROR by Fine同步入驻。太古里南区即将迎来华北首店Ader Error与Tamburins、 Apple亚洲首家最高级别旗舰店Flagship+等。 三里屯太古里总经理马泽丹表示，三里屯太古里致力于将国际代表性的时尚元素融入整个商业、品牌以 及市场活动中，以推动潮流的创新衍变。通过融合设计、潮流、音乐、艺术等元素，打造多元共生的时 尚及文化购物集合地。 首店经济作为品质消费的重要载体，正成为北京商业升级的"加速器"。北京市商务局数据显示，2025年 前11个月，北京新增首店数量已达960余家，这些首店不仅带来稀缺商品，更通过场景创新重塑服务体 验。正如在王府中環19号府，纽约香氛品牌LE LABO全球首个四合院香氛实验室开门迎客，调香师工 作台以中药铺为灵感设计，让消费者在传统文化场景中体验定制香氛服务。改造后的友谊商店中，超级 转转北京首店打造了"无人打扰"购物空间，通过扫码查价、自助 ...

Core Viewpoint - The retail industry is positioned as a key focus for cultivating a complete domestic demand system and strengthening the domestic circulation during the "14th Five-Year Plan" period, aiming for high-quality development driven by quality and service [1] Group 1: Industry Trends - Beijing's commercial market is entering a new phase with established malls accelerating brand upgrades and new projects introducing engaging activities and interactive services [1] - High-end brands are shifting from mere sales to service experience consumption, driven by younger consumer demographics, particularly those born in the 1990s and 2000s [3][4] - The "first store economy" is becoming an accelerator for commercial upgrades in Beijing, with over 960 new first stores added in the first 11 months of 2025, enhancing service experiences through innovative scenarios [5] Group 2: Consumer Behavior - The demand for experiential services is increasing among younger consumers, leading to a transformation in the consumption market from product purchasing to service experience [3] - Community commercial spaces are also upgrading through brand renewal and service enhancements, filling gaps in quality consumption in specific regions [6] Group 3: Government and Policy - The government emphasizes the need for further improvement in retail network layout, supply-demand adaptation, and online-offline balance, advocating for integrity in operations and high-quality goods and services [6] - The retail sector has made significant contributions to promoting consumption and investment since the "14th Five-Year Plan," with projected growth in national retail sales of consumer goods by 3.5% in 2024 [7]

Group 1 - Beijing's business environment is experiencing high-quality development with over 960 new flagship stores opened in the first 11 months of the year, driven by innovation in consumer scenarios, diversification of business formats, and optimization of regional layouts [1] - Key shopping districts such as Sanlitun, Chaoyang, and Yansha are being referred to as "flagship store harvesters," with Sanlitun alone set to add 387 flagship stores from 2021 to 2025, including notable brands like Uniqlo and NBA ATELIER [1] - Sanlitun's foot traffic is projected to reach 46.81 million in the first half of 2025, marking a 33.5% year-on-year increase, indicating a continuous growth trend over the past three years [1] Group 2 - The "Fashion Expo" event at Sanlitun Taikoo Li has commenced, allowing consumers to experience brand stories and artistic transformations through a unique walking experience [3][5] - The minini 2025 Winter Holiday Series national premiere at Beijing apm has attracted significant attention, featuring interactive installations and themed spaces that enhance consumer engagement [4][7] - The 8th anniversary celebration of Chaoyang Heshenghui saw sales nearing 200 million yuan over two days, a nearly 25% increase year-on-year, with a peak foot traffic of 200,000, showcasing the impact of flagship stores and special events on consumer spending [7]

Core Insights - The A-share market saw a total of 54 stocks hitting the daily limit up on December 9, with notable performance in the commercial aerospace sector, where stocks like Dahua Intelligent and Daye Co. achieved two consecutive limit-ups [1][2]. Group 1: Stock Performance - Anji Food topped the list with six consecutive limit-ups, categorized under the seasoning industry [2] - Longzhou Co. and Junya Technology both recorded five consecutive limit-ups, associated with satellite navigation and humanoid robotics, respectively [2] - Shuhua Sports achieved four consecutive limit-ups, linked to the ice and snow industry [2] Group 2: Other Notable Stocks - Xiamen Port and Kunxing Co. both had three consecutive limit-ups, related to port logistics and metal packaging [2] - Dongbai Group, Bona Film, and Annie Co. each recorded two consecutive limit-ups, associated with first-store economy, film and cinema, and paper printing, respectively [2] - Several stocks in the commercial aerospace sector, including Dahua Intelligent and Daye Co., also achieved two consecutive limit-ups [2]

Core Insights - CapitaLand Investment has launched two new commercial brands: "Raffles City·Jie" and "CapitaLand One Center," targeting different consumer segments and enhancing its commercial portfolio [1] Group 1: Brand Positioning - "Raffles City·Jie" is positioned as an urban-level complex located in core city areas, aimed at middle to high-income consumers seeking quality lifestyle [1] - "CapitaLand One Center" is designed as a regional shopping center in mature commercial districts, catering to new middle-class families and white-collar workers within a 3-5 km radius [1] Group 2: Project Development - CapitaLand Investment has signed a management contract with Wuxi Binhu Jianfa Group to develop the first "Raffles City·Jie" in Wuxi, focusing on the "first store economy" and creating a relaxed, youthful, and thematic ecological consumption environment [1] - The first batch of non-standard commercial projects in China is set to open in the first half of 2026, including Bi Xiang Chu Xiang in Changsha and Yi Wei Lin in Wuhan [1] - CapitaLand has expanded its management output projects to seven in cities like Changsha, Wuhan, Ningbo, and Wuxi, with more projects in Shanghai, Jiangsu-Zhejiang, Central-Western regions, and the Greater Bay Area [1] Group 3: Retail Strategy - CapitaLand Investment currently manages 10,200 retail leases in China, covering over 4,600 brands, with a continuous expansion of its brand pool [2] - The company is actively introducing first stores, city first stores, and CapitaLand first stores to enhance its retail offerings [2]

Core Viewpoint - JD Fresh Supermarket is set to officially open its first store in Shijiazhuang on December 19, offering a new shopping experience with fast delivery and direct sourcing capabilities [1] Group 1: Store Opening and Services - The first JD Fresh Supermarket in Shijiazhuang will open at the second floor of Yuhua Wanda Plaza [1] - The supermarket will provide "good, fast, and cheap" shopping experiences, leveraging supply chain capabilities such as direct sourcing from production areas and instant delivery services [1] - Online delivery services began on November 28, covering various neighborhoods and institutions, with delivery times as fast as 30 minutes [3] Group 2: Customer Engagement and Promotions - Many residents have already experienced the products, leading to discussions on social media about must-buy items [5] - New users can receive substantial welcome gifts, including coupon packages worth up to 100 yuan and some products priced as low as 0.01 yuan [3] Group 3: Product Offerings - The store will feature popular items such as the "Red Face Strawberry Box Cake," which uses strawberries sourced directly from Donggang, with a 25% reduction in overall sugar content [7] - Health-focused products include collaborations with traditional brands, offering items like black yam slices and herbal snacks [7] - Fresh produce will include a "24-hour vegetable" program, ensuring vegetables are sourced and available within 24 hours, with full traceability [9] Group 4: Market Impact and Economic Development - The opening of JD Fresh Supermarket reflects the city's efforts to develop a "first-store economy," attracting over 400 flagship stores to boost consumer market vitality [15] - The supermarket's services will create new job opportunities and enhance local economic activity [15] - The combination of online and offline shopping experiences aims to enrich the winter lifestyle of Shijiazhuang residents [15]

Core Viewpoint - The "Tianjin Commercial Wind and Cloud Selection" awards ceremony recognized Tianjin's Ocean Group's commercial projects, Tianjin Ocean Letipark and Tianjin Eco-City Ocean Future Plaza, as "Commercial Wind and Cloud Projects" for 2025 [1][5]. Group 1: Project Upgrades and Trends - Both Tianjin Letipark and Tianjin Eco-City Future Plaza have undergone brand upgrades this year, aligning with current commercial trends focused on "first-store economy, experiential consumption, and scene innovation," thereby enhancing regional consumer vitality [3][7]. - Tianjin Letipark, located in the core business district of Tianjin Jinyin Avenue, leverages the "first-store economy" to introduce multiple regional and city-level first-time brands, covering areas such as fashion, creative dining, and cutting-edge technology experiences [3][7]. - The project features the region's first 20-meter VLED giant screen cinema (SFC Shangying Cinema), setting a new benchmark for high-end audiovisual experiences, and has introduced various first stores, including a large family sports park and a pet-friendly brand [3][7]. Group 2: Consumer Experience and Engagement - During the National Day holiday, Letipark showcased the first exhibition of the national IP "Wang Wang Mountain Little Monster" in Tianjin, creating emotional scenes to attract foot traffic and reinforcing the project's unique commercial appeal of "first-store + first-exhibition" [3][7]. - The upcoming launch of a new trend sports-themed street on the first floor aims to provide consumers with emotional value, enhancing the warmth of the commercial space [3][7]. Group 3: Future Plaza Features and Strategy - Tianjin Eco-City Future Plaza, positioned as a "one-stop lifestyle energy station," focuses on creating a consumer hub for families and young customers within a 10-kilometer radius [4][8]. - The project spans approximately 100,000 square meters and includes a 6,000-square-meter boutique supermarket, a nearly 4,000-square-meter giant cinema, a 1,500-square-meter indoor children's amusement center, and several trendy restaurants, significantly increasing the proportion of experiential formats [4][8]. - By breaking the "heavy retail, light experience" model, the plaza encourages consumers to transition from "shopping" to "enjoying life," thereby enhancing shopping center operational capabilities and brand value [4][8].

活动期间，北京荟聚联合多家品牌，推出"豚豚崽"巧克工坊限定快闪、"海马体"奇境水晶球、"伽百利"暖心玩偶铺、"本来"创意装置，并联合"北京野生动物 园"开展动物科普讲座，携手"大有意思x度也一厂"打造冬日特别市集，持续增强顾客参与感与场景新鲜度。 此外，12月19日至21日，北京荟聚"十一周年庆"期间，将会举办相关活动。绮妙主题工坊、绮幻飘雪秀、暖心公益音乐会等活动贯穿全月，营造不间断的节 日氛围。12月31日，北京荟聚将在主中庭与荟聚广场同步举行跨年狂欢之夜。 北京荟聚近年来陆续引入首秀、首展与首店资源。2025年，W.Management、NUTCO一栗、山石榴等北京首店陆续亮相，南城首家Apple Store也将于12月6 日正式开业，持续为区域商业注入新鲜活力。北京荟聚南广场于今年焕新升级，并落地全国首家"工会枫桥实践站智能舱"。 北京商报讯（记者 王维祎）12月5日，北京荟聚"森光绮遇季"启幕，全场打造六大主题互动点位，营造出冬日氛围。这是荟聚自开业以来，连续第十一年打 造的冬日主题活动。 ...

当前，扩大内需、推动消费提质升级已成为实体零售行业转型发展的核心导向，行业正加速从规模扩张 向内涵式发展深刻变革。随着消费需求日趋多元化、消费场景不断迭代创新，零售企业的核心竞争力早 已跳出单纯的商品供给范畴，转向业态创新、数字赋能、服务升级与社会责任践行等多维度的综合较 量。作为辐射东北区域的商业龙头企业，中兴商业（000715）（000715.SZ）深耕零售行业三十八载， 在"十四五"期间凭借前瞻布局与务实行动，交出了一份亮眼的高质量发展答卷。2025年前三季度，公司 归母净利润同比增长23.81%，依托观念革新、首店经济、数字化转型、会员深耕、公益践行等多维创 新举措，构建起坚实的差异化竞争优势，不仅稳固了东北零售市场的龙头地位，更为区域实体零售行业 突围树立了标杆，为激活东北消费活力、助力区域经济繁荣注入动力。 观念破壁为先 筑牢经营发展双根基 在复杂多变的市场环境中，先进的经营理念是企业稳健前行的指南针（300803）。"十四五"期间，中兴 商业打破传统零售思维定式，以观念破壁引领经营提质，创新性地提出"四个面对""四关理念""四维一 体""四个打通""五项重点工作"等特色经营思想，构建起契合企业发 ...