商贸运营

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供销大集:公司商业运营构建“商超百货+资产租赁+管理输出”三位一体发展引擎
Zheng Quan Ri Bao Wang· 2025-09-16 11:42
Core Viewpoint - Company focuses on a three-in-one development engine of "supermarket + asset leasing + management output" centered around physical stores, covering regions such as Hainan, Guangdong, Shaanxi, Hunan, Jiangsu, and Jilin [1] Group 1: Business Operations - The company continues to optimize its business model in response to new consumption trends, with the supermarket chain segment centered on Shun Kelong, leveraging the Guangdong-Hong Kong-Macao Greater Bay Area policies [1] - Aiming to build an ecosystem of "fresh direct procurement + instant retail + community services" through "regional deep cultivation + scenario innovation" to create an omnichannel network [1] - The company utilizes digital and AI technologies to enhance the "online ordering + community self-pickup" model, deepening cooperation with Meituan and JD Daojia for improved short-distance delivery efficiency [1] Group 2: Real Estate Projects - The commercial real estate projects focus on the trend of consumption upgrades, with innovations in business formats to stimulate revenue, such as the Changchun project which creates a "night economy complex" led by entertainment, supplemented by e-commerce and specialty dining [1] - The company emphasizes the operation of industrial properties in major national and regional center cities, focusing on "commercial operation + urban integration" to create a smart, high-value-added industrial ecosystem [1] Group 3: Brand Development - The company operates the Xingyue MALL, a dual-use underground commercial space that integrates shopping and leisure with national defense emergency functions, participating in urban safety system construction [1] - During the reporting period, the total foot traffic in the operated Xingyue MALL districts increased by 11% year-on-year, with key stores in Zunyi, Guiyang, Panzhihua, and Yining successfully established [1] - In brand output, the company signs light-asset projects using the "TOD + dual-use" standardized model to expand the "Xingyue MALL" brand, generating revenue from commercial operations [1]
香江控股2025年9月15日涨停分析:房地产开发+游资外资买入+商贸运营
Xin Lang Cai Jing· 2025-09-15 01:52
Group 1 - The core point of the article is that Xiangjiang Holdings (sh600162) reached its daily limit with a price of 2.16 yuan, reflecting a 10.2% increase and a total market capitalization of 7.06 billion yuan, driven by positive market conditions in the real estate sector and significant inflows from speculative and foreign investors [1] Group 2 - The company's primary business focuses on commercial circulation operations, alongside urban development projects, including the sale of residential properties, shops, and office buildings. Recent improvements in the real estate market policy environment are expected to benefit the company [1] - On September 12, 2025, the company was listed on the "Dragon and Tiger List" with a transaction volume of 264 million yuan, indicating a net buying of 53.16 million yuan from speculative and foreign investors, which contributed to the stock price increase [1] - The real estate development sector has shown increased activity recently, with several stocks in the same sector experiencing upward trends, creating a sector-wide effect. A technical breakout above key resistance levels could attract more technical investors, further driving the stock price [1]