数据显示，在"陪伴式商业"理念的赋能下，悦汇广场·南海第一季度项目客流同比劲增56%，销售额同比 上升44%，会员消费也实现45%的增长。在刚结束的五一"焕新生活节"中，该综合体销售同比上涨 83%，客流同比增长71%。 当日，佛山市南海区经济促进局负责人表示，今年以来，全区消费品以旧换新补贴近5亿元，带动销售 额超40亿元，家电与音像器材、通信器材、新能源汽车等品类零售额同比显著增长，消费市场呈现复苏 态势。 （文章来源：广州日报） 据了解，作为广佛线与佛山3号线桂城站上盖的"双地铁TOD商业综合体"，悦汇广场·南海覆盖周边3公 里内93万常住人口、163所学校及535个小区，以22万平方米的总体量构建"商务+生活+消费"生态闭 环。从都市圈消费升级趋势来看，该综合体囊括三大核心客群，包括亲子家庭客群、高质办公客群以及 年轻活力客群。其中，以儿童成长需求驱动家庭消费决策，占比超过40%。 具体来看，项目打造"3+X"业态体系，以家庭亲子、特色餐饮、品质生活构成三大主力业态，其中包括 6700平方米的京东电器城市旗舰店佛山首店、5500平方米的华丰超市等。在三大主力业态基础上，综合 体还不断对"陪伴型商业"进 ...

Core Insights - Fuzhou has seen significant economic growth, achieving the highest GDP in Fujian province for four consecutive years, with a projected GDP of 1,423.68 billion yuan in 2024, reflecting a growth rate of 6.1% [3][5] - Despite its economic strength, Fuzhou's commercial power lags behind Xiamen, ranking 25th nationally in commercial strength, marking its lowest position in four years [3][5] - The city is transitioning into a phase where growth opportunities are increasingly found in county-level markets, as Fuzhou's shopping center stock leads Xiamen but is experiencing slower growth [5][7] Economic Performance - Fuzhou's GDP reached 1,423.68 billion yuan in 2024, with a growth rate of 6.1% [3] - The city's GDP ranking has improved, surpassing Quanzhou and positioning Fuzhou among the top 17 cities nationwide by 2024 [3] Commercial Landscape - Fuzhou has a total shopping center stock of 5.356 million square meters, compared to Xiamen's 4.697 million square meters, but the growth in new shopping centers is slower in Fuzhou [5][7] - The per capita shopping center area in Fuzhou is 0.63 square meters, indicating potential for further development, while Xiamen's is 0.88 square meters, suggesting a more saturated market [7] Project Development - Fuzhou's commercial projects have historically been dominated by standardized box malls, but recent innovative projects like Yantai Mountain have introduced new concepts [9][11] - The city is seeing the introduction of high-profile projects such as Shangri-La's "Eight Cubes" and the "Yantai Mountain" street, which have attracted significant attention and foot traffic [11][36] Consumer Behavior - Fuzhou's consumer spending power is lower than that of Xiamen, with a per capita disposable income of 51,460 yuan compared to Xiamen's 74,249 yuan [17] - Despite having the highest number of wealthy families in Fujian, the conversion of high-end consumption remains limited, leading to a shift in positioning for luxury projects like Fuzhou's MixC [17][27] Market Trends - Fuzhou's commercial landscape is characterized by a focus on local consumer needs, with a lack of ambition to attract external markets, which may hinder its competitive edge [51] - The city is embracing cultural integration and innovative commercial formats, with new projects focusing on sports, culture, and experiential retail to enhance its appeal [51][54]

Core Points - Beijing has launched its first three pilot "immediate refund" tax refund points for outbound tourists, allowing them to process tax refunds on-site with a tax refund application from any participating store [1][2] - The "immediate refund" service allows foreign travelers to receive a prepaid amount equivalent to their tax refund at the time of purchase, streamlining the refund process [1] - The cumulative limit for tax refund items has been increased from 50,000 yuan to 220,000 yuan, enhancing the convenience for tourists [1] Group 1 - The first batch of "immediate refund" tax refund points includes China World Mall, Wangfujing, and Financial Street Shopping Center [2] - China World Mall, located in Beijing's CBD, offers a one-stop tax refund service, allowing travelers to receive their refunds in just a few minutes [2] - The mall plans to increase its tax refund stores from over 100 to 200 by the end of the year, aiming to double its tax refund sales [2] Group 2 - Chaoyang District has over 300 tax refund stores, making it the area with the highest concentration of such stores in Beijing [2] - Six pilot stores for the "immediate refund" service are located in Chaoyang, accounting for more than one-third of the city's total [2]

Core Viewpoint - The announcement by the National Taxation Administration regarding the nationwide promotion of the "immediate refund" service for outbound travelers starting from April 8 aims to enhance the shopping experience for international tourists and boost inbound tourism and consumption in China [1][3]. Group 1: Policy Implementation - The China International Trade Center is actively implementing the new tax refund policy, improving service quality to provide a better shopping experience for international travelers [3]. - The China International Trade Center's key component, the China World Mall, has been approved as one of the first three "immediate refund centralized refund points" in Beijing, focusing on the Chaoyang District CBD area [3]. Group 2: Service Features - The China World Mall currently has over 100 tax refund stores offering a variety of products, including international brands and traditional Chinese fashion, catering to diverse shopping needs of international travelers [3]. - Eligible travelers can enjoy a tax refund of up to 9% on purchases over 200 yuan, with immediate refunds available up to 20,000 yuan at the point of sale [3]. Group 3: Future Plans - The China World Mall plans to increase the number of "immediate refund" stores to 200 by the end of the year and aims to double the tax refund sales volume [5]. - The mall intends to implement full-area tax refunds for eligible stores, enhancing the shopping experience for more inbound tourists [5]. Group 4: Shopping Environment - The China World Mall is a significant commercial landmark in Beijing, featuring nearly 500 merchants across various sectors, providing a comprehensive shopping, dining, and entertainment experience [7]. - The establishment of the immediate refund centralized refund point enhances the shopping experience for inbound tourists by simplifying the tax refund process and allowing immediate access to refunds [7].

Core Insights - In 2025, Guangxi's commercial market is set to experience significant growth with the simultaneous opening of two major projects: Longhu Nanning Qingxiu Tianjie and Nanning Wuxiang Hangyang City Shopping Center on May 30, 2025 [1][6] - A total of eight commercial projects are planned to open in Guangxi in 2025, expected to bring a commercial increment of 709,000 square meters, nearly double the 2024 increment of 357,500 square meters [1][10] Project Summaries - **Longhu Nanning Qingxiu Tianjie**: Scheduled to open on May 30, 2025, with a commercial area of 120,000 square meters, featuring 8 South China first stores and 20 Nanning first stores [17][18] - **Nanning Wuxiang Hangyang City Shopping Center**: Also opening on May 30, 2025, with a commercial area of 100,000 square meters, it will be the largest shopping center in Nanning Wuxiang New District [21][22] - **Nanning NFS**: Planned to open on December 19, 2025, with a commercial area of 110,000 square meters, it aims to be Nanning's first light luxury cultural tourism complex [24][25] - **Nanning Poly Wuyouli Cultural Street**: Set to open on June 21, 2025, with a commercial area of 12,000 square meters, it will focus on cultural healing themes [27][28] - **Wuzhou Qiloucheng**: Scheduled to open on October 1, 2025, with a commercial area of 140,000 square meters, it will be a historical cultural street integrating various cultural experiences [29][31] Market Trends - The commercial increment in Guangxi is expected to surpass the historical low seen in 2024, with 2025's scale projected to be 1.83 times that of 2023, reaching 709,000 square meters [8][10] - Nanning continues to play a crucial role in Guangxi's commercial landscape, contributing significantly to the overall commercial increment, with five of the eight projects located in the city [12][15] - The focus on cultural tourism is a key trend, with several projects emphasizing cultural and experiential elements to attract visitors [7][28]

Group 1: Luxury Retail Expansion - Wangfu Central has expanded its high-end brand matrix by introducing the first Chinese flagship store of British jewelry brand GRAFF and LE LABO's fragrance laboratory in Beijing [1] - The dining sector has welcomed 17 new national or Beijing first stores, including certified Thai restaurant "CHINCHIN" and a Cantonese social dining space "DING+DIMBAR" [1] - Wangfu Central has launched cultural events such as intangible cultural heritage art exhibitions and coffee tastings, and upgraded its tax refund services for international travelers [1] Group 2: Gold Price Fluctuations - International gold prices have seen a significant decline from approximately $3430 per ounce to around $3240 per ounce, with a notable drop of $72 per ounce on May 14 [2] - Domestic gold prices have also decreased, with the price of gold from Chow Tai Fook falling to 986 yuan per gram, down 36 yuan from a week prior [2] - Shenzhen's water bay gold price dropped from 792 yuan per gram to 756 yuan per gram, reflecting a decline of over 4% due to international price changes [2] Group 3: Pricing Changes at Nai Xue - Nai Xue has increased prices for breakfast sets, requiring customers to pay for a membership card to access the original price of 9.9 yuan, with non-members facing a starting price of 15.9 yuan [3] - Several classic baked goods have been removed from the breakfast set, with new additions requiring an extra charge of 6 yuan [3] - The brand has recently changed its logo, removing "of tea" and introducing a new design that resembles both a snowflake and a fruit [3] Group 4: Necessary Mall Suspension - Necessary Mall has announced a temporary suspension of operations due to severe difficulties, with the app and mini-program still accessible but product links showing as "out of stock" [4][6] - Founded in July 2015, Necessary Mall was one of the early adopters of the C2M business model in China, initiated by CEO Bi Sheng [6] Group 5: Meituan's New Features - Meituan has upgraded its "Mingchu Plan" by introducing a "Dine-in Store" label to enhance transparency for restaurant merchants [8] - The label will be prominently displayed on the platform, helping merchants with physical stores gain more exposure [8] - Meituan has increased subsidies for small and medium-sized restaurants, with a total subsidy amounting to 50 million yuan for hardware and installation costs [8] Group 6: Dingdong Maicai's Financial Performance - Dingdong Maicai reported a revenue of 5.48 billion yuan for Q1 2025, marking a year-on-year growth of 9.1% and maintaining positive growth for five consecutive quarters [9] - The GMV reached 5.96 billion yuan, with a year-on-year increase of 7.9% [9] - Dingdong Maicai has achieved profitability under Non-GAAP standards for ten consecutive quarters and under GAAP standards for five consecutive quarters [9] Group 7: Cancellation of Meicheng Food Company - Meicheng Food Company has been deregistered, transitioning from active status to cancellation [11] - The company was involved in controversy over the authenticity of its mooncakes, leading to regulatory scrutiny and operational suspension [11]

Core Points - The first batch of "immediate refund" tax refund points for outbound tourists in Beijing has been launched in major shopping centers, providing a convenient service for international travelers [1][3] - Outbound tourists can receive a tax refund on-site at designated points after making purchases at participating stores, enhancing the shopping experience [5] Group 1: Tax Refund Policy - Outbound tourists can enjoy a tax refund of up to 9% on purchases over 200 yuan, with immediate refunds available up to 20,000 yuan at the shopping centers [1] - If the refund amount exceeds 20,000 yuan, tourists must proceed to the airport for processing [1] Group 2: Shopping Centers and Expansion Plans - The "immediate refund" tax refund point at Guomao Mall is located on the third floor, with over 100 participating stores offering a variety of products [1] - The plan is to increase the number of tax refund stores to 200 by the end of the year, aiming to double the tax refund sales volume [3] - Wangfujing and Financial Street shopping centers also have established tax refund points, with over 100 and 30 participating stores respectively [3][5] Group 3: Consumer Experience - The establishment of these tax refund points simplifies the refund process, reduces waiting time, and allows tourists to receive refunds immediately, enhancing the perceived value of shopping [5]

Core Viewpoint - The integration of culture and tourism in Changchun, Jilin Province, has revitalized commercial areas, transforming them into vibrant destinations that attract both local and external visitors [1][2][4]. Group 1: Commercial Transformation - The Guilin Road commercial area has undergone significant upgrades, shifting from traditional retail to a model that emphasizes cultural and tourism elements, resulting in increased foot traffic and popularity [1][2]. - Government investments in infrastructure improvements, such as pedestrian pathways and cultural installations, have played a crucial role in enhancing the shopping environment [1][6]. - The "small shop economy" has emerged as a key driver of vitality in the Guilin Road area, with hundreds of unique shops attracting diverse consumer groups [2][4]. Group 2: Cultural and Tourism Integration - The "This Has Mountain" shopping mall exemplifies the successful fusion of culture and commerce, featuring over 200 unique merchants and cultural activities that draw significant visitor numbers [2][4]. - The mall hosts various cultural events, including book fairs and interactive markets, creating a dynamic public space that enhances community engagement [4][6]. - The integration of cultural projects into commercial spaces has proven effective in attracting tourists, with the mall receiving approximately 10 million visitors annually, particularly during holidays [4][6]. Group 3: Economic Impact - The revitalization of commercial areas has contributed to the overall economic development of Changchun, with daily foot traffic exceeding 200,000 in key shopping districts during peak periods [6]. - The city is actively leveraging its resources to build a modern urban area, promoting collaborative development with surrounding regions to enhance economic vitality [6].

4月底，上海金融法院在阿里司法拍卖平台发布公告，将于5月30日公开拍卖"陕西省西安市高新区锦业路7号5幢1单元10101室等（共17套）房地产"。此次拍 卖标的评估价10.54亿元，以7.38亿元起拍，相当于打了七折。 西安益田假日里于2019年底开业，定位"CBD白领24小时生活全配套"。5年多以来，凭借核心区位优势、多元业态布局，以及周边商业竞争空白，该商业体 已深度融入周边人群的工作、生活消费场景。 《每日经济新闻》记者注意到，此番被拍卖与项目经营情况无关，而是源于上海金融法院对一起金融借款合同纠纷的执行——西安益田假日里商业管理有限 公司因6.9亿元借款违约，抵押物业被债权人中国东方资产深圳分公司申请强制执行。 7.38亿元公开拍卖 4月底，上海金融法院发布公告，将于2025年5月30日10时至2025年6月2日10时在"淘宝网"上公开进行网络司法拍卖活动，拍卖标的为"陕西省西安市高新区 锦业路7号5幢1单元10101室等（共17套）房地产"。 来源：阿里司法拍卖平台公告 项目建筑面积合计84137.45平方米，其中地上建筑面积合计为38782.94平方米，地下建筑面积合计为45354.51平方米，规 ...

Core Insights - Chengdu is emerging as a vibrant fashion hub in Southwest China, attracting both luxury brands and local designers, with a unique blend of cultural and commercial activities [1][2][10] - The East Suburb Memory project has transformed from an industrial site into a cultural and fashion landmark, drawing over 17 million visitors annually and becoming a new high ground for fashion and tourism [2][10] - The Tianhui Vanke Plaza has established itself as a leading destination for young consumers, achieving sales exceeding 3 billion yuan in 2023 and attracting over 12 million visitors [16][17] - The Chengdu Taikoo Li has become a high-end commercial landmark, hosting over 300 million visitors annually and featuring a mix of luxury brands and unique retail experiences [29][30] - The Lu Lake CPI project emphasizes sustainable living and community engagement, showcasing a unique blend of lifestyle retail and nature [36][39] Group 1 - Chengdu is recognized as a fashion capital with a diverse and inclusive fashion culture, hosting both luxury and emerging brands [1][2] - The East Suburb Memory project has become a cultural highland, attracting a significant number of young and international visitors [2][10] - The project has introduced a variety of creative brands and activities, enhancing its appeal and establishing a unique community ecosystem [10][11] Group 2 - Tianhui Vanke Plaza has successfully positioned itself as a trendy gathering place for youth, with a strong focus on local and national brands [16][17] - The plaza has achieved remarkable sales and foot traffic, indicating its popularity among young consumers [16][17] - The project has introduced numerous new brands, reinforcing its status as a hub for youth culture and fashion [19][21] Group 3 - Chengdu Taikoo Li has become a benchmark for high-end retail, attracting luxury brands and offering a unique shopping experience [29][30] - The project has maintained a high visitor count and has successfully integrated art and culture into its commercial offerings [29][35] - The introduction of innovative retail concepts and flagship stores has enhanced its appeal to affluent consumers [30][31] Group 4 - Lu Lake CPI focuses on a sustainable lifestyle and community integration, creating a unique shopping environment [36][39] - The project emphasizes lifestyle retail and aims to provide a high-quality experience for visitors [39][41] - The innovative design and operational strategies have led to impressive sales performance for its tenants [43][44] Group 5 - Chengdu Crystal Fusion has transformed into a cultural hub for youth, featuring a mix of trendy brands and cultural events [45][46] - The project has successfully attracted a diverse range of brands, enhancing its appeal to young consumers [46][48] - The focus on community engagement and cultural activities has positioned it as a key player in Chengdu's retail landscape [50][51] Group 6 - COSMO Chengdu has emerged as a leading destination for youth culture, combining retail, art, and community activities [54][56] - The project has successfully integrated a variety of brands and experiences, appealing to the dynamic tastes of young consumers [56][57] - The emphasis on collaboration with local brands and creators has fostered a vibrant cultural ecosystem [57]