Core Insights - The event "2025 China Real Estate Brand Value Research Results Release Conference and the 22nd China Real Estate Brand Development Forum" was held in Beijing, where China Merchants Shekou was awarded the 4th place in the "2025 China Commercial Real Estate Company Brand Value TOP10" due to its strong comprehensive strength, outstanding operational capabilities, and excellent brand influence [1] Group 1: Brand Value Research - The China Real Estate TOP10 Research Group has conducted brand value research since 2004, focusing on the successful factors of outstanding real estate brands and exploring sustainable development paths for these brands [4] - The research results have garnered widespread attention and have played a significant role in enhancing brand image, accumulating brand assets, and strengthening industry positions for brand enterprises [4] Group 2: Business Strategy and Expansion - China Merchants Shekou focuses on the "X+ Commercial" concept to innovate commercial scenarios, targeting different functional characteristics and commercial needs of urban and living circles [6] - The company has over 80 commercial projects under management nationwide, with a total managed commercial area exceeding 5 million square meters and an annual business growth rate exceeding 30% [6] - Key city projects maintain a rental rate of over 97%, with customer satisfaction reaching 97.2% [6] Group 3: Product Lines and New Projects - In 2025, China Merchants Shekou will refresh its three major product lines: "China Merchants Garden City" focusing on "family-friendly spaces," "Sea World" as an "urban amusement park," and "China Merchants Garden" creating "non-standard characteristic streets" [8] - The company has opened several representative projects across various cities, including Shenzhen, Suzhou, Chongqing, and Nanjing, with new projects planned for cities like Hangzhou and Ningbo [8][10] Group 4: Office Space Development - The office business of China Merchants Shekou is enhancing resource synergy and actively creating specialized industry platforms [12] - By the end of 2024, the office business will cover over 10 cities, including major first-tier cities, with more than 40 operational, management, and service projects, managing over 2 million square meters [14] Group 5: Future Outlook - China Merchants Shekou aims to uphold "long-termism" to reshape the commercial ecosystem, practicing "sustainable genes" for benevolent business, and collaborating with partners to co-create commercial value [16]

招商蛇口副总经理刘晔表示，自2023年提出"X+商业"核心理念以来，公司持续探索，未来将从稳健发 展进一步转向质量深耕，为行业提供可复制的升级样本。 实际上，除了招商商管外，上海市的多个商场也开始迎合消费者需求加紧改造升级，包括长宁区的巴黎 春天·悦汇天山、浦东新区的世纪汇等在内的多个商场已完成或开启调改，吸引顾客消费。 需求结构性转向 随着销售额出现下滑，零售地产正在加速迭代业态。 仲量联行相关监测数据显示，中国21城优质零售地产市场商业项目首层租金同比下跌3.9%，跌幅有所 扩大。"一方面，品牌开始和业主在租金模式方面拉锯，以转嫁运营风险；另一方面，包括服饰在内的 时尚业态销售额下滑，导致商场的实际扣点收益进一步降低。"仲量联行方面分析认为。 中经记者杨让晨上海报道 随着"情绪价值"消费崛起，商业地产将加速改善。 据仲量联行数据，今年一季度，中国优质零售地产市场平均空置率出现上涨。其中，一季度末中国21城 优质零售地产市场平均空置率达到10.4%，较2024年年底上涨0.2个百分点。 "由于开发商对市场阶段性饱和带来的开发运营压力，一季度市场供应相对平静，少量项目推迟入市。 因此，市场基调由增量开发转向存 ...