商报记者 徐歆婷 吴伟鸿表示，杭港心悦里融入杭州地铁整体商业跃升的节奏，持续在商业坪效提升、经营稳定性上做文 章：2025年杭港心悦里商业街的出租率提升了10%；与瑞幸咖啡达成战略合作伙伴关系，引入多家品牌 地铁首店入驻；在地铁站厅引入新的业态：自助现做咖啡机、地铁文创冰淇淋机、文创自助售卖机…… 这些"快消费"便民设备，都是杭港地铁商业布局中的重要落子，也是团队精细化打磨后的品质呈现。 杭港心悦里当中的"心悦"二字，一方面源于杭港地铁"心随我行"的企业文化内核，另一方面承载了让乘 客便利出行、开心体验的美好愿景。正值岁末，吴伟鸿说，2026年杭港心悦里将继续围绕"在城、在 站、在途"资源，与客群构建经营生态，不断丰富杭港心悦里的业态发展，不断深化地铁会员体系的建 设，持续探索自研文创发展道路，在与城市共生长的同时为杭城人民构建美好生活，实现"链接城市、 心悦生活"的品牌愿景。 他透露，杭港地铁与城市消费智能体解决方案建设运营服务商杭州领度科技有限公司共同打造的这款轻 质化支付宝应用小程序"杭港心悦里"，仅用时短短80天便实现系统上线，创新开发"商盟"板块，吸纳了 杭港心悦里商业空间中的主力门店以及地铁站周边 ...

Core Viewpoint - The article discusses the growing trend of food and beverage brands establishing outlets in subway stations across China, driven by the large commuter population and supportive policies [26][29]. Group 1: Subway Store Expansion - Luckin Coffee has opened its first subway store in Beijing, utilizing a "quick pick-up" model to cater to commuters [8][10]. - KFC has also entered the subway scene with breakfast carts, providing quick meal options for morning commuters [13][19]. - The "Meituan Food Light Machine" has been introduced in multiple subway stations, offering traditional breakfast items through a self-service model [15][18]. Group 2: Market Potential - China's subway system is expanding rapidly, with 361 urban rail lines and a total operational mileage of 12,160.77 kilometers, of which 9,306.09 kilometers are subway lines [26]. - In 2024, the urban rail transit system is expected to handle 322.57 billion passenger trips, with subways accounting for 310.42 billion trips, indicating a significant consumer base for food brands [26][27]. Group 3: Policy Support - New regulations, such as the "Urban Public Transport Regulations," are encouraging the development of commercial facilities in subway stations, enhancing the consumer experience [29]. - Cities like Tianjin and Qingdao are also implementing policies to support the establishment of convenience stores and food outlets in subway stations [29]. Group 4: Changing Market Dynamics - Traditional retail locations are becoming saturated, leading brands to explore new venues like subways for growth opportunities [30]. - The shift from relying on foot traffic in shopping centers to embedding services in high-traffic transit areas reflects a strategic change in consumer engagement [30][32].

Core Insights - The article discusses the recent developments in Beijing's subway system, which has introduced various convenience services such as food carts and fresh drink stations to enhance commuter experience [1][4][20] - The implementation of the "Urban Public Transport Regulations" on December 1, 2024, aims to prioritize the development of urban public transport, leading to increased commercial opportunities within subway stations [1][11] - Meituan's "Food Light Machine" has emerged as a key player in providing convenient breakfast options within subway stations, with nearly 50 outlets covering about 30 core subway stations [1][5][20] Group 1: Business Opportunities - The introduction of convenience facilities in subway stations is seen as a significant opportunity for businesses to tap into the high foot traffic generated by the subway system [1][9] - Meituan's breakfast service targets busy commuters, offering a range of affordable breakfast items priced between 2 to 5 yuan, which can be pre-ordered or purchased on-site [4][5][6] - The breakfast market in China has reached a scale of 2.1 trillion yuan, with a stable annual growth rate of around 10%, indicating a lucrative opportunity despite the low profit margins typically associated with breakfast sales [6][9] Group 2: Challenges and Competition - The breakfast business is characterized by low profit margins, with many operators struggling to achieve sustainable profitability due to the high competition and operational challenges [3][6][20] - Major players like KFC and McDonald's are also entering the subway breakfast market, intensifying competition for Meituan's "Food Light Machine" [7][9] - The operational complexities of maintaining a stable supply chain and efficient service in a high-traffic environment pose significant challenges for businesses looking to succeed in subway commercial spaces [5][18][20] Group 3: Regulatory and Market Context - The regulatory environment has evolved, allowing for the reintroduction of commercial activities in subway stations after a long hiatus, which presents new opportunities for businesses [11][20] - Despite the potential for high foot traffic, many subway stations face limitations in space and operational capacity, making it difficult to implement large-scale commercial ventures [18][20] - The article highlights the need for businesses to focus on consumer experience and service quality to achieve long-term success in the subway commercial ecosystem [20]