万众瞩目的胖东来郑州首店再次迎来新消息。 近日消息，《郑州综合交通枢纽东部核心区B-05、B-17、B-29街坊控制性详细规划》正式进入批前公示阶段。其中，B-17-01地块正是胖东来郑州首店的 选址所在地。 这一规模在胖东来现有门店体系中属于领先水平，显著超过了其在许昌和新乡的主要门店（如许昌时代广场、许昌天使城、新乡大胖、新乡生活广场）。 由此可见，作为胖东来进军郑州市场的首个项目，其门店体量规划相当可观，彰显了品牌对该核心区位的高度重视和投入力度。 明年开业的胖东来VS山姆，你挺谁？ 2025年初胖东来宣布进军郑州以来，建设进程就备受关注。此前，胖东来创始人于东来也在直播中给出了明确时间表，称"郑州店将于明年五一前正式开 业"，同时宣布招聘工作将同步启动。可以预料的是，明年必将是郑州商业"神仙打架"的一年。 有何新规划？ 据了解，位于郑州东站枢纽核心区域的B-17-01地块，占地约107亩（71431.25平方米），其地上部分被明确规划为广场用地。该地块的建设将受到严格指 标约束：建筑高度不得超过10米，建筑密度控制在20%以内，同时需确保绿地覆盖率达到25%以上，整体容积率不超过0.2。规划许可的地上 ...

Core Viewpoint - AEON (永旺) has renewed its lease for the Tianhe City store in Guangzhou, committing over 100 million RMB for an 8-year term, while also planning a significant upgrade to enhance customer experience and adapt to market demands [2][11]. Group 1: Lease Agreement and Financials - AEON Guangdong has signed a lease agreement with Tianhe City Group for a total rent of approximately 101.6 million RMB over 8 years, starting from July 1, 2025 [2]. - The average annual rent in the new agreement is about 12.7 million RMB, a significant decrease from the previous annual rent which increased from 37.2 million RMB to 52 million RMB over 15 years [5][11]. - AEON has been facing continuous losses in the mainland market for 8 years, prompting a need for strategic changes [7]. Group 2: Store Transformation and Market Strategy - The Tianhe City store will be transformed into an AEON STYLE SM flagship store, focusing on the needs of young middle-class families for health, convenience, and quality [2][11]. - AEON's strategy includes downsizing and optimizing store space to reduce rental and management costs, moving away from a "scale worship" approach [7][11]. - The company plans to open 8 new stores in Guangdong this year, increasing its presence in the region despite previous closures in other cities [11]. Group 3: Industry Context and Challenges - The retail market in China is becoming increasingly competitive, with the rise of e-commerce and new retail formats like community group buying impacting traditional supermarkets [7][12]. - AEON's challenges reflect broader issues in the retail sector, where many companies are struggling with high operational costs and changing consumer preferences [7][12]. - The Tianhe City area is undergoing a three-year transformation to adapt to new consumer trends, indicating a shift in retail strategies across the industry [12].