Group 1 - The core viewpoint of the article highlights the increasing prevalence of small-scale commercial projects, with 79 out of 162 new projects in the first half of the year being under 50,000 square meters [1] - Among these, 19 projects are micro-commercial spaces of 10,000 square meters or less, while 26 are community-type projects between 10,000 and 30,000 square meters [1] - The article notes that super-large commercial projects of 150,000 square meters or more are becoming rare, with only 12 such projects launched, including Zhengzhou Zhengdong Vientiane City, which is the largest at 241,000 square meters [1] Group 2 - The East China region leads in the number of new projects, with 63 launched, of which Jiangsu province accounts for 20 [3] - South China follows with 28 new projects, predominantly in Guangdong province, which contributes over 78% of the total [3] - Notably, Shenzhen welcomed three large projects over 100,000 square meters in April, significantly boosting the region's commercial landscape [3] Group 3 - The article discusses the entry of chain commercial companies, with JD Mall opening 8 new stores in major cities, including the largest store in Beijing at approximately 78,000 square meters [5] - Other notable players include Aegean Sea Group with 5 projects, and Wanda Plaza and Longfor Group each launching 4 projects [5] Group 4 - The trend of "Commercial+" is emerging, with over 10 projects integrating commercial spaces with cultural and tourism elements [6] - Examples include Tianyi Bay Qiu Zhai Lane Commercial Square, which combines agricultural and cultural tourism themes, and the first marine pedestrian street in Qingdao, Sihai Laihai Commercial Street [6][7] - Projects like Beijing Aoyuan CITY Street focus on integrating sports culture and tourism experiences [8][10] Group 5 - The article highlights the rise of themed commercial spaces catering to specific consumer demographics, such as the elderly and female consumers [16][20][22] - Six new projects related to the "two-dimensional" theme were launched, including the first comprehensive two-dimensional commercial complex in Wuxi [16][18] - The first silver-haired themed commercial complex in Chongqing aims to provide a one-stop living service platform for the elderly [20] Group 6 - The popularity of outlet malls and non-standard commercial spaces continues to rise, with 13 outlet projects launched in the first half of the year, totaling over 1.16 million square meters [24][26] - New outlet projects are increasingly focusing on experiential and thematic elements rather than just discount retail [26][28] - Non-standard commercial projects are breaking conventional norms, with examples like Xi'an Mingde Eco Future Town integrating various cultural and entertainment elements [28][30] Group 7 - Approximately 30 out of the 162 new projects are upgrades of existing properties, indicating a trend towards renovation in response to tightening land supply [32] - The article notes that not all planned projects are able to launch as scheduled due to various market factors, exemplified by the delayed opening of Nanchang Baiyin Dimension Center [32]

7月2日，承载着方庄社区33年记忆的方庄购物中心以北京首个"博物馆式购物中心"的全新面貌惊艳亮 相。这座融合了老字号、非遗技艺与市井烟火气的商业新地标，不仅是一次商业空间的迭代升级，更是 一场传统文化在现代商业语境下的生动实践。 开业当天，购物中心的一楼摆起了"非遗"市集，北青报记者现场采访了几位被邀请到场的"非遗"传承 人，透过他们的视角，走进这个充满温度与匠心的"活态博物馆"。 罗氏风筝 一纸风筝载千年 作为老北京人，年逾八旬的罗氏风筝传人罗焕文自幼便对传统手工艺情有独钟。在风筝艺术家关宝翔、 赵为哲两位民间工艺大师的指导下，他系统学习了风筝制作技艺，后来又通过中国广播函授大学学习工 笔花鸟和人物，为风筝绘画打下了坚实基础。 "风筝飞得好，扎、糊、绘、放四艺缺一不可。"罗焕文介绍起风筝如数家珍，"制作风筝的竹子必须选 用青毛竹，且要自己批削。沙燕风筝是北京风筝的代表，它们可以做一系列，其中'肥燕'憨态可 掬，"夫妻燕"寓意比翼齐飞。"夫妻燕风筝是两个风筝重叠在一起，中间两颗红心格外醒目。 罗焕文老人非常认真，他的摊位上不仅摆满了适合休闲玩耍的风筝，供人购买，还带来了七八个博物馆 收藏品级别的大风筝，那只大 ...

近日，英格卡购物中心携手瑞典国宝级IP《长袜子皮皮》打造的"宜起'皮'一夏"夏日玩乐季正式拉开帷 幕。 在活动现场，英格卡购物中心中国区总裁朱洁敏接受了证券时报记者采访。她表示："中国消费市场潜 力巨大、韧性十足，我们对中国市场始终充满信心。这种信心一方面源于市场本身的强大活力，另一方 面来自于我们多年来在中国市场的深耕与积累。" 英格卡购物中心隶属于英格卡集团（旗下还包括宜家零售和英格卡投资）。目前，英格卡购物中心在全 球15个市场布局了38个聚会体验中心，其中10个落地在中国市场，总投资超过275亿元。 朱洁敏表示，英格卡购物中心于2009年进入中国市场，品牌名为"荟聚"。中国始终是英格卡购物中心最 重要的战略市场之一。"目前，英格卡购物中心在中国的访客数量与租户销售额呈现强劲增长态势，出 租率持续高位运行，顾客体验调研成绩优异，这也坚定了我们持续深耕中国市场的信心。" "刚过去的端午节假期，除上海荟聚外，全国九城荟聚可比访客人数同比增长14%，多个荟聚还创下儿 童节单日客流及年度单日客流新纪录。"朱洁敏认为，中国消费市场的潜力远未完全释放，再加上政府 推出《提振消费专项行动方案》等一系列政策措施，将持续 ...

Core Viewpoint - The collaboration between Swire Properties and Disney China has launched a summer-themed event titled "'奇'实很简单" at the Beijing location, featuring immersive experiences that redefine summer lifestyle for consumers [3][6][14]. Group 1: Event Overview - The event runs from July 5 to August 3, transforming the winter garden into an indoor beach party with a 6-meter tall Mickey installation and various Disney-themed activities [1][8]. - The event aims to connect the virtual and real worlds, appealing to Generation Z's desire for authentic social experiences [6][14]. Group 2: Consumer Engagement - The event features interactive elements such as a graffiti workshop, a beach stage with sand and palm trees, and an AI model named Dr.T for fashion inspiration [8][10]. - Exclusive Disney merchandise and pop-up stores from brands like smart and Li Ning are available, enhancing the immersive experience for attendees [10][12]. Group 3: Cultural and Commercial Impact - The initiative emphasizes community building and aims to merge commercial value with cultural experiences, leveraging Disney's IP to attract consumers [14]. - The design of the event space promotes a connection between commercial areas and natural landscapes, providing a new approach to urban development [14][16]. Group 4: Promotional Activities - During the event, Swire Properties will offer promotional activities such as discount vouchers and loyalty points to enhance consumer engagement and shopping experience [16].

Core Insights - Shenzhen's commercial market is experiencing steady growth in the first half of 2025, driven by both "stock renewal" and "incremental breakthroughs" with over 400,000 square meters of new commercial space added [1] - The second half of 2025 is expected to see a surge in commercial openings, with over 10 new projects set to launch, including major developments across various districts [1][17] Group 1: Commercial New Forces - The keyword for Shenzhen's commercial landscape in the first half of 2025 is "renewal," with 4 out of 7 new or upgraded projects focusing on stock renovation [1] - Stock renovation is characterized as a "precise operation" based on location and market demand, successfully revitalizing old commercial spaces [2] - Notable projects include iN City Square, which underwent a significant transformation to attract younger consumers, achieving a 97% leasing rate and 95% opening rate [3] - PA MALL, previously PAFCmall, has been rebranded and renovated to enhance its appeal as a high-end business and lifestyle destination, achieving a 98.9% occupancy rate [5] - Other transformations include the conversion of traditional department stores into community-centric commercial centers, such as the JD MALL and New World Times Square [6] Group 2: Urban Renewal - Urban renewal in Shenzhen is not just about physical space but also about enhancing the value of entire districts, with two major projects exemplifying this trend [7] - The Shekou Prince Bay project is highlighted as a model for urban renewal, integrating production and city functions while enhancing cultural value [8] - K11 ECOAST showcases a blend of art, nature, and local culture, creating an immersive experience that attracts consumers [10] - The Yitian Holiday Plaza revitalizes an old urban area, achieving impressive visitor numbers and a high occupancy rate shortly after opening [11] Group 3: Third Quarter Focus - The announcement of the Shenzhen Bay MixC Phase II marks a significant evolution in the Houhai business district, enhancing connectivity and functionality [13] - The construction of Shenzhen Bay Cultural Plaza is set to be a key driver for the area's functional upgrade, linking various commercial and cultural venues [15] - The new branding of Shenzhen Bay MixC emphasizes a lifestyle approach, integrating art, luxury, and exploration into its offerings [16] Group 4: Observations for the Second Half - Shenzhen's commercial market is poised for a "quantitative and qualitative leap" in 2025, with 26 new projects planned, totaling 1.8295 million square meters [17] - The western part of Shenzhen, particularly the Bao'an district, is expected to see the most significant growth with 9 new projects [18] - Major upcoming projects include the world's largest indoor ski resort and a new cultural complex, both expected to attract millions of visitors [19][21] - Smaller, unique commercial projects are also emerging, enhancing the diversity of Shenzhen's commercial landscape [22]

Group 1 - The launch of the "immediate refund" tax refund point at Haiya City marks the further integration of Shenzhen's core business district tax refund service network [1][3] - From January to May this year, the sales of tax refund goods in Shenzhen increased by 2.1 times year-on-year, with "immediate refund" goods sales growing over 20 times [3] - The "immediate refund" policy is expected to enhance the international influence of the business district, attracting more international tourists and visitors from Hong Kong and Macau [3] Group 2 - Haiya City has established a comprehensive tax refund service system, opening 27 "immediate refund" stores covering various product categories, including international brands and local tech products [3] - The new tax refund process allows overseas travelers to receive refunds immediately after shopping, significantly reducing waiting times compared to traditional tax refund methods [3] - Haiya City aims to continuously optimize the tax refund process, enrich product offerings, and enhance service standards to create a friendly, convenient, and efficient shopping environment [3]

Group 1 - The core viewpoint of the articles emphasizes Shanghai's commercial market is experiencing a transformation driven by policy initiatives and market dynamics, focusing on enhancing consumption quality and quantity [1][5] - The Shanghai Municipal Commission of Commerce released the "2025 Consumption Expansion Action Plan," which aims to leverage the city's advantages as an international consumption center through supply-side innovation and consumer incentives [1] - In the first five months of 2025, retail sales in monitored commercial districts in Shanghai grew by 2.1% year-on-year, surpassing the overall growth rate of social retail sales [2] Group 2 - The average rent in Shanghai's core commercial districts was reported at 1,877 RMB per month per square meter, with an average occupancy rate of 94.71% in the second quarter of 2025 [2] - New shopping centers are emerging with a focus on ecological integration and thematic experiences, particularly in non-core districts, targeting younger consumers [2][3] - The Labubu series from Pop Mart saw a revenue surge of 106.92% year-on-year, contributing significantly to the brand's overall performance [3] Group 3 - The opening of the new LV landmark "Louis Number" in Shanghai represents a blend of art and commerce, featuring a total area of 1,600 square meters and various experiential offerings [3] - The Taikoo Group is collaborating with the Jing'an District government to enhance the Nanjing West Road area into a global retail destination, focusing on both historical preservation and modern retail [4] - The commercial market in Shanghai is expected to enter a "differentiated upgrade" phase, with new high-end commercial supply projected to reach 880,000 square meters by 2028 [5] Group 4 - Shanghai is the first city in China to officially launch a pilot program for retail innovation enhancement, focusing on diverse commercial formats and digital empowerment [6][8] - Key commercial districts participating in the pilot program include Nanjing East Road, Huaihai Middle Road, and Lujiazui, among others [8]

Core Viewpoint - The article highlights the surge of cross-dimensional consumption in Shanghai, driven by various IP-themed events and activities, particularly during the summer season, indicating a significant shift towards integrating culture, commerce, tourism, and exhibitions [1][4]. Group 1: Events and Activities - The "Shanghai Summer International Consumption Season" was launched on July 4, 2025, introducing the first "Shanghai Summer International Anime Month" to attract young consumers [1][4]. - The "Shining! Dimension Festival 2.0" commenced on June 27, attracting a large number of young fans, with sales exceeding 10 million yuan within the first few days [2][3]. - Various shopping centers in Shanghai are hosting numerous IP-themed pop-up events, with a focus on creating engaging consumer ecosystems [1][3]. Group 2: Consumer Behavior - A significant portion of the consumer base, approximately 70%, comes from outside an 8-kilometer radius, indicating that shopping centers are becoming key gathering places for anime and gaming enthusiasts [3][5]. - Consumers are increasingly traveling long distances, often carrying luggage filled with merchandise, showcasing the popularity of IP-related products [3][5]. Group 3: Industry Trends - The IP consumption market is expected to enter a trillion-yuan industry phase by 2024, with a growing emphasis on creating unique consumer experiences in shopping malls [4][6]. - The integration of IP culture into commercial spaces is seen as a way to attract younger demographics and enhance overall foot traffic [5][7]. - The rise of "Guziko" stores, which sell derivative products from anime and games, is noted, but there are concerns about their sustainability without a strong cultural atmosphere [6][7]. Group 4: Future Outlook - The article suggests that while the current trend of IP and anime-related activities is beneficial for driving foot traffic, the challenge lies in maintaining long-term consumer engagement and operational efficiency [7][8]. - Companies are expected to continue innovating in their offerings and experiences to capitalize on the popularity of IP culture and ensure sustained commercial vitality [7][8].

Core Insights - The rise of fan economy is transforming commercial spaces, with shopping malls increasingly becoming venues for fan support activities, showcasing a shift from traditional brand advertising to fan-driven promotions [1][3][5] Group 1: Fan Economy and Commercial Spaces - Shopping malls in Qingdao are integrating fan support activities, such as large screens displaying idol images and videos, to attract fans and drive foot traffic [5][6] - Events like the Zhou Shen concert at the Laoshan MixC attracted thousands of fans, demonstrating the potential of fan gatherings to enhance mall visibility and engagement [1][3] - Malls are collaborating with fan groups to create interactive experiences, which not only foster community but also capitalize on the economic benefits of fan engagement [3][6] Group 2: Economic Impact of Fan Activities - The presence of fan groups in malls leads to increased consumer spending, as fans often stay for extended periods, purchasing food and merchandise [5][6] - Malls are offering incentives such as discounts and exclusive merchandise to attract fans, which enhances their overall economic performance [5][6] - The fan economy is seen as a new avenue for commercial growth, providing malls with opportunities to innovate and attract younger consumers [6]

Core Insights - The article discusses the competitive landscape of shopping malls in Jiangsu province, highlighting the ongoing battle among cities like Nanjing, Suzhou, Wuxi, and others to attract consumers and establish themselves as commercial hubs [2][5]. Group 1: Key Commercial Centers - Nanjing Deji Plaza is recognized as a leading luxury shopping destination, generating sales of 24.5 billion in 2024, and is noted for its high-end brand presence, including Hermès, Chanel, and Louis Vuitton [18]. - Wuxi Henglong Plaza, known as "Little Shanghai," features a luxury brand matrix with over 30 high-end brands and has a daily foot traffic of over 64,000 in early 2025 [5][8]. - Suzhou Renheng Warehouse Street, opened in September 2023, combines cultural heritage with modern shopping, featuring over 170 brands and a daily foot traffic of over 50,000 [12][11]. Group 2: Emerging Players - Changzhou Wujin Wuyue Plaza, which opened in May 2012, has become a commercial leader in Changzhou, achieving sales of 2.5 billion in 2024 and hosting over 350 brands [14][16]. - Nantong CBD Dayoujing, operational since November 2011, has maintained an average annual sales of over 1.5 billion and attracts over 50,000 visitors daily [33][37]. - Taizhou Vanke City, opened in June 2021, has quickly established itself as a commercial hotspot, with over 250 brands and a daily foot traffic of over 40,000 [38][40]. Group 3: Market Dynamics - The article emphasizes the fierce competition among shopping malls in Jiangsu, with each city striving to enhance their commercial offerings and attract high-value consumers through innovative marketing and brand strategies [5][19]. - The concept of "first-store economy" is highlighted, where new brands and flagship stores are crucial for driving foot traffic and sales, as seen in various malls across the province [12][41]. - The integration of cultural elements and local aesthetics into mall designs is becoming a trend, as exemplified by projects like Xu Zhou Wen Miao and Huai An Hua Xin Mall, which aim to create unique shopping experiences [52][60].