永旺旗下的超市与永旺梦乐城如今已关闭多家门店。今年5月，位于丰台永旺梦乐城中的永旺超市闭 店，这是永旺超市在北京市场的最后一家门店。据了解，永旺超市最早于1996年进入中国内地，并于 2008年进入北京市场。此前，永旺超市还曾在朝阳大悦城、昌平永旺国际商城开有两家门店，两家门店 已分别于2022年10月、2023年5月关闭。在购物中心方面，永旺梦乐城此前在京还有昌平项目，昌平店 关闭变身超极合生汇之后，此次结束运营的永旺梦乐城成为了北京"独苗"。而在今年10月1日正式更名 之后，永旺集团的商超项目在北京再无门店。 永旺在北京的步步撤退，究其根本是日企的水土不服。永旺发布的2024年业绩报告显示，公司2024年收 益为80.95亿港元，较2023年的86.93亿港元有所下降；归母净利润亏损约3.41亿港元。而2017年至2024 年上半年，永旺在中国内地业务共亏损超7.37亿港元。 定位家庭欢聚场 永旺撤出之后，购物中心整体经营管理权将移交至北京南极星投资管理公司的全资子公司——北京鑫嘉 汇商业管理有限公司。据介绍，北京南极星投资管理公司作为村集体经济所有制企业，承载着区域经济 发展责任。本次由其组建专业商管团 ...

Core Insights - The Aeon Mall in Fengtai, Beijing, will cease operations on September 30, 2025, marking the end of Aeon's presence in the Beijing shopping center market [4][5] - The shopping center will be rebranded as "Xinjiahui Shopping Center" and will focus on a "family gathering place" concept, aiming to address homogenization in the local commercial landscape [1][8] Company Developments - Aeon has been withdrawing from the Beijing market, with the Fengtai location being the last of its shopping centers in the city, following the closure of other stores [5] - The company reported a revenue decline from HKD 86.93 billion in 2023 to HKD 80.95 billion in 2024, with a net loss of approximately HKD 3.41 billion [5] Industry Trends - The closure of Aeon Mall reflects the challenges faced by traditional large shopping centers in the "cloud consumption" era, where consumer preferences are shifting towards online shopping and experiential retail [9][14] - The new management under Beijing Xinjiahui Commercial Management Co. aims to enhance the shopping experience by introducing diverse brands focused on family-oriented consumption, including dining and entertainment [8][13] Market Positioning - The Xinjiahui Shopping Center will undergo significant upgrades to its space and brand offerings, targeting family consumers and enhancing the overall shopping experience [8][13] - The Fengtai area, being a core business district, requires a nuanced approach to attract both family and business clientele, balancing different consumer needs throughout the week [13][14]