武商集团股份有限公司投资者关系活动记录表 | | A 级、武商集团人工智能应用创新创业大赛十佳团队，2024 年 | | --- | --- | | | "我为湖北好货代言"直播电商大赛优秀奖等。 | | | 四、武商梦时代和南昌武商 MALL 项目是否已经开始扭亏为 | | | 盈？两个项目在品牌引进方面有哪些亮点？ | | | 答：目前，武商梦时代经营势头良好，南昌武商 MALL 于 2023 | | | 年 4 月开业，目前，仍处于提升经营质效阶段。武商梦时代在 | | | 品牌引进上，贴合新消费趋势，定位"以家庭欢聚为主题的社 | | | 交平台"，倡导城市中心"微度假"生活方式。2024 年"首 | | | 店首展首发"集群高频更新，如公司首个黄金珠宝自运营项目 | | | 周大福时尚店；点都德华中首店、蔡澜点心华中首店等特色餐 | | | 饮；运动品牌 Salomon、UAOUTDOOR 华中首店，安踏冠军湖北 | | | 首店；国际彩妆品牌华伦天奴湖北首家精品店，Crocs 卡骆驰 | | | 全球首家旗舰店、超级猩猩武汉首家综合训练店等相继登场， | | | 持续扩充国内外头部品牌矩阵，不断给 ...

转自：新华财经 引进多元首店业态 戴上MR眼镜，眼前卡丁车赛道不时出现虚拟关卡和奖品，开着卡丁车自由切换雪山、沙漠等场景，在 飞奔中感受非凡赛车体验。 南昌大悦城开业首日，江西宜春丰城市市民汪先生开车一个半小时赶来体验。"这里涵盖了我对虚拟现 实的一切喜爱项目。" 作为全国首家以元宇宙为主题的虚拟现实体验馆——ay元宇宙主题乐园一开业就门庭若市。"市场表现 超过预期，端午节三天预售额超270万元。"ay元宇宙乐园运营督导郑皓阳介绍。 走进南昌大悦城，不同造型的小黄人在此集结。这是南昌大悦城举办的小黄人·萌力沸腾华中首展活 动，期间开展小黄人见面会、主题DIY、音乐会等系列活动，打造文娱交互于一体的系列萌趣体验。 从ay元宇宙主题乐园到小黄人·萌力沸腾华中首展，一批首发首创的品牌IP、旗舰店亮相朝阳商圈。仅 首批进驻南昌大悦城的220余个品牌中，区域及以上首店占比超60%，构建多元化的首店业态布局。 5月31日，世界品牌500强企业中粮集团旗下的南昌大悦城正式开门迎客。这家备受关注的商业综合体， 因其年轻、时尚、潮流等定位，迎合了年轻消费群体的喜爱。 端午节3天，西湖区各主要商圈累计销售额8779万元，客流量超 ...

5月23日—6月2日，火遍全网的"HOCH汉堡节"来到武汉万象城，开启"全国巡堡"第一站。 汉堡节现场人流如织。图/受访者提供 为何汉堡节可以吸引这么多人前来？李先生认为，经过在地化改造，中国的汉堡品牌已经达到了国际水准。从口味、品质、 健康等多维度满足了人们的需要，受到欢迎在预料之内。 据了解，本次汉堡节聚集了来自13个省市的30多个人气汉堡品牌，十分具有地域特色。山西带来平遥牛肉、油泼辣子，潮汕 用甘草杨桃和南姜点睛，内蒙古汉堡加入了奶嚼口与炒米。食客们可在汉堡上感受"舌尖上的中国"。 首日，这里排队百米，此后热度节节攀升。有品牌提前2天售罄，让人不得不惊叹汉堡的别样魅力。 6月3日，汉堡节活动策划者李先生告诉记者，本次武汉场活动营业额超1740万元，以均价50元来计算，约卖出34.8万个汉 堡。若不是活动时多日持续降雨，营业额还会更高。 他表示，通过举办活动，他和汉堡商家们才发觉，此前略微低估了武汉人民的热情和消费力。 在活动结束后，不少商家和工作人员都留在武汉打卡美食、游览景点，感受这座城市的风土人情。如果顺利的话，他计划明 年三四月再来武汉（举办汉堡节），在樱花开放时与大家再相见。 汉堡节在5月24 ...

Core Viewpoint - The approval and registration of the CICC China Green Development Commercial Asset Closed-End Infrastructure Securities Investment Fund marks the launch of the ninth consumer REIT in China, focusing on the Jinan Lingxiucheng Guihe Shopping Center as its underlying asset [1][2]. Group 1: Project Overview - The underlying asset, Jinan Lingxiucheng Guihe Shopping Center, is the largest single commercial project in southern Jinan, with a total construction area of approximately 200,900 square meters [2]. - The shopping center is strategically located near major transportation hubs, enhancing its accessibility and potential customer base, with a resident population of 475,500 within a 3-kilometer radius [2]. Group 2: Financial Performance - The projected net operating income (NOI) for the Jinan Lingxiucheng Guihe Shopping Center in 2024 is estimated to be 95.261 million yuan [3]. Group 3: Market Positioning and Strategy - The shopping center benefits from a stable consumer base, strong local market presence, and the backing of a state-owned enterprise, which provides confidence in its selection as the initial asset for the REIT [2]. - The management emphasizes the importance of diversifying customer traffic and enhancing profitability through innovative operational strategies, including green and intelligent initiatives [4][5]. Group 4: Future Plans and Expansion - The original equity holder aims to utilize public REITs to enhance asset management capabilities and support the national strategy of expanding domestic demand and boosting consumer confidence [6]. - Future plans include the potential inclusion of additional quality assets into the REIT platform, with a focus on creating a robust commercial asset management system [7].

Core Viewpoint - Wuhan is actively promoting the construction of child-friendly cities, with various commercial centers implementing thoughtful measures for children, especially during festive occasions like Children's Day [1][2][3] Group 1: Children's Activities and Facilities - Wuhan's commercial centers, such as Wuhan SKP and 武商梦时代, have established free children's playgrounds and educational activities, integrating fun with learning [2] - 武商梦时代 has organized special performances and exhibitions, such as "纽特的科学狂想曲" and "名画看世界," to teach children about science and art in an engaging manner [2] - The introduction of a "室内口袋游乐园" at 武汉亲橙万象汇 provides a safe indoor play area for young children [1] Group 2: Infrastructure and Services for Children - Infrastructure improvements in Wuhan's commercial areas include child-friendly restrooms and the availability of stroller rentals, enhancing the overall experience for families [3] - 武商梦时代 offers additional services such as lost-child safety harness rentals and complimentary diapers, demonstrating a commitment to child safety and comfort [3] - Design elements like low-height trash bins, "caution" signs at children's eye level, and small resting benches reflect a thoughtful approach to creating a welcoming environment for children [3]

Core Insights - The article highlights a transformative shift in commercial spaces across Asia, where traditional shopping centers are evolving into experiential environments that blend art, culture, and community engagement [2][3][7] Group 1: Innovative Commercial Spaces - A new commercial complex in the Yangtze River Delta integrates decorative art and futurism, featuring a 40,000 square meter waterfront area with 200 selected trees and dynamic art installations [2] - In Seoul's Gangnam district, a commercial space includes a three-story book wall and hosts cultural events, enhancing the shopping experience into a cultural journey [2] - An international city is developing a waterfront art district that incorporates ecological architecture, including a vertical forest and urban farm, creating emotional connections for consumers [3] Group 2: Experience-Driven Transformation - The shift towards "experience theaters" in commercial spaces emphasizes emotional resonance and brand storytelling, as noted by a UK commercial group founder [3] - A French consulting analyst describes this change as a "post-standardization revolution," where consumers seek aesthetic and sensory experiences akin to museums and libraries [3] - A Tokyo Ginza renovation project incorporates Edo-period aesthetics, resulting in a 40% increase in customer spending through immersive cultural experiences [4] Group 3: Emotional Value Chain - A Hong Kong commercial real estate leader emphasizes the importance of building communities with shared values through cultural events, leading to a 2.3 times higher annual spending from engaged consumers [5] - A Singapore investment report indicates that experiential commercial projects can command rental premiums of 150%-200% over traditional retail spaces, showcasing enhanced resilience [5] - The threefold benefits of these spaces include creating narrative platforms for brands, cultural landmarks for cities, and emotional anchors for consumers [5] Group 4: Technological Integration - Innovative projects in South Korea and Shanghai utilize AR technology and interactive art installations to enhance consumer engagement and experience [5] - The integration of technology in commercial spaces is becoming essential, with a focus on creating unique consumer experiences through digital interactions [5] Group 5: Cultural and Educational Shifts - A report from an international consulting firm identifies four key elements of successful experiential commercial spaces: cultural narrative, aesthetic design, technological integration, and community engagement [6] - The emergence of new academic programs in business schools reflects the industry's demand for professionals skilled in art management, digital technology, and consumer psychology [6] - The evolution of commercial spaces signifies a deeper consumer trend towards seeking spiritual fulfillment and emotional connections in shopping experiences [6][7]

据了解，端午节假期，南昌大悦城将围绕科技艺术、亲子娱乐、潮流文化与城市烟火四大板块开展系列活动，融合小黄人华中首展，巨型气模与互动美陈吸 引家庭客群；联合航天机构推出银河系考古沉浸展，还原太空探索场景；复古港风街区结合辣味市集、手作挑战等互动活动，点燃市井烟火气。露天舞台举 办"沸腾音乐节"，集结乐队、虚拟偶像及高校舞团，搭配无人机星空秀与烟花联演，营造欢庆活力氛围。为延续开业热度，南昌大悦城除推出满减优惠、品 牌折扣及会员专属福利等主力促销活动外，还将在6月全月，持续上线会员专属福利、品牌联动优惠及主题体验活动，形成可持续的消费吸引力。 "选址南昌正是基于这里强劲的经济活力、优质营商环境、旺盛居民消费力和高城市时尚指数的认可，与'大悦城'品牌定位高度契合。"大悦城控股副总经理 兼华东大区公司总经理李平在致辞中表示，大悦城有着良好的品牌号召力，将为南昌商业发展和消费升级再添光彩。 南昌大悦城开业仪式现场 南昌大悦城是江西省首个大悦城商业综合体，以"沸腾青年主场"为核心理念，串联商业、社交、体验、娱乐等多元属性，打造集潮流消费、文化体验、夜间 经济于一体的城市商业新地标。目前，南昌大悦城首批进驻220余个品牌， ...

Group 1 - The upcoming Dragon Boat Festival and Children's Day are creating a festive atmosphere in Beijing's commercial sectors, with a focus on new store openings and themed activities to enhance consumer experiences [1][2][3] - New commercial complexes are opening in Beijing, with a significant emphasis on "first store" initiatives, including the recent opening of Zhonghai Dajixiang, which features over 150 brands, more than 50% of which are first stores [2][3] - Chaoyang He Shenghui has announced a new round of brand upgrades, welcoming 20 high-profile first stores, with over 70% of the new entries in the food and beverage sector [3][6] Group 2 - Various shopping centers are launching pop-up events and IP exhibitions to attract consumers during the holiday season, such as the "Find the Zha" theme pop-up at Chaoyang Joy City [7][10] - The West End Joy City is focusing on youth culture and fan economy, hosting multiple exhibitions and pop-up events related to popular culture and entertainment [11] - Beijing Huiju is organizing a Taiwanese food market and a themed pop-up event featuring the Nanjing Hongshan Zoo, showcasing local and international culinary experiences [12]

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]