Core Insights - Aeon Mall is set to open its second location in Hunan, specifically in the Xiangjiang New District, on November 27, marking a significant expansion in the region's commercial landscape [2][4] - The new mall covers a total construction area of 236,000 square meters, making it the largest Aeon Mall in Hunan, and aims to create a vibrant shopping experience with around 260 brands and 3,300 parking spaces [2][5] Group 1: Market Context - The overall supply of commercial projects in Changsha is expected to slow down in 2025, with only two commercial entities entering the market in the first ten months of the year, including one small community commercial project [4] - In this context, Aeon Mall Xiangjiang New District is positioned as a flagship new commercial project, attracting significant attention [4] Group 2: Project Features - The mall's core concept is to serve as a "Happiness Base" for the region, focusing on enhancing the local commercial capabilities and providing a high-quality shopping experience for residents [5][8] - The design incorporates modern architectural styles and emphasizes comfort and leisure, featuring natural lighting, indoor greenery, and various themed areas to enhance the shopping experience [5][7] Group 3: Brand and Service Offerings - Aeon Mall Xiangjiang New District boasts a diverse brand matrix with approximately 260 brands across retail, dining, entertainment, and children's activities, effectively driving regional consumption upgrades [8][10] - The project includes notable features such as a rooftop sports park, a pet-friendly area, and a vibrant night market, catering to various consumer needs and preferences [9][12] Group 4: Dining Experience - The mall plans to host around 150 dining establishments, offering a wide range of culinary experiences, including local Hunan cuisine and popular national brands, to meet diverse consumer tastes [12]

Group 1 - The article highlights the implementation of the outbound tax refund policy in Hohhot, which began on November 1, marking a significant step in promoting consumption among international travelers and enhancing the city's commercial landscape [1][8] - The Wangfujing Outlet and Zhenhua Plaza are among the first stores to offer this tax refund service, indicating a collaborative effort by the municipal commerce bureau and various departments to improve service quality [1] - Hohhot's social retail sales reached 66.63 billion yuan from January to July 2025, showing a year-on-year growth of 9.8%, reflecting the city's economic vitality and consumer confidence [8] Group 2 - The Saishang Old Street, with over 400 years of history, has successfully integrated smart tourism and culture, focusing on ethnic handicrafts and cultural products, and has been recognized as a national-level cultural tourism area [3][8] - During the May Day holiday, the Saishang Old Street attracted approximately 850,000 visitors, generating tourism revenue of 20 million yuan, showcasing the area's modern operational vitality [3] - The Huaren Wanshang City, a strategic commercial complex, opened in July 2025, achieving remarkable performance with over 200,000 visitors on opening day and retail sales exceeding 1 billion yuan within six days [7][8] Group 3 - The article emphasizes the synergy between commercial innovation and urban cultural identity, as seen in the collaboration between Huaren Wanshang City and local landmarks for promotional activities, achieving nearly 2 million exposures [8] - Hohhot is developing a commercial landscape characterized by two major commercial cores and multiple key business districts, serving a consumer population of over 10 million [8] - The city's efforts to optimize the business environment and promote innovative business models are expected to inject new momentum into regional economic and social development [8]

中经记者杨让晨石英婧上海报道 日前，一年一度的2025 HOME TO LUXURY在上海恒隆广场举行。《中国经营报》记者现场采访了解 到，本次活动突破性地联动众多品牌推出 250 余种合作形式，成为上海恒隆广场有史以来规模最宏大的 品牌盛事。众多国际品牌同步设立特色互动展陈，不仅带来近 100 款首发新品，更呈现 180 余件独家限 定产品。在为期三天的活动中，上海恒隆广场的租户销售额相较去年活动实现近50%的增长。 据了解，2025 年对上海恒隆广场而言，是跨越与焕新的关键一年。6月，上海恒隆广场三期扩建项目封 顶，将新增13%可租赁面积、加深生活与商业的融合。 "恒隆力求打造出体验更为丰富、更具格调的生活方式新场景。"上海恒隆广场方面表示，在这片逐步成 型的"城市绿洲"中，户外空间将展现出丰富的可能性：从可以举办品牌沙龙、社群聚会的开放场地，到 可以进行户外瑜伽、身心疗愈的绿色角落，再到融入整体环境的宠物友好动线——公司致力于为每一位 访客创造多元、包容的高品质体验。 同时，上海恒隆广场也借助三期扩建这一契机，进一步将屋顶花园与浅水池改造成为都市中的 "云上会 客厅"，并将于 2026 年下半年开业，为 ...

来源：铱星云商 盘点年内13家购物中心餐饮区域调改与"餐饮空间IP化"趋势。 主编：曹婕 撰文&编辑：刘瑾 南京德基广场 这些商场的美食区域有了新变化 在存量时代下，众多购物中心正通过自主调改来提升消费体验，以保持市场竞争力。从市场表现来看，无论是高端购物中心还是大众型购物中心，餐饮区 域的优化都已成为调改的重点。据铱星云商不完全统计，今年以来，至少已有13家购物中心对餐饮区域进行了不同程度的调整。 7家高端购物中心餐饮区域调改情况 近两年，随着消费者消费理念趋于理性，在购物中心的众多业态中，餐饮业态凭借强烈的线下体验属性愈发受到重视，甚至出现了购物中心正演变为"美 食城"的市场声音。 7家高端购物中心餐饮区域调改情况 这一趋势在短期数据中已初现端倪。据铱星云商《全国商场2025年客流报告·品牌开关店》对30个中等体量购物中心的监测，第三季度餐饮业态新开门店 表现持续亮眼：7月新开门店数量位居各业态第一；8月整体热度环比放缓，但部分餐饮品牌表现依然强劲；9月餐饮业态新开门店总数回升至第二位。 具体到实际项目中，无论是高端商场还是大众化项目，都在积极通过餐饮区域的调改，提升线下吸引力与市场竞争力。 | | 7家 ...

Core Insights - The introduction of the "immediate purchase and refund" service for international travelers in Wuhan aims to enhance the shopping experience and streamline the tax refund process [2][11] Group 1: Innovative Scenarios - The new service eliminates the need for travelers to queue at the port for tax refunds by establishing five centralized refund points in key commercial areas of Wuhan [5] - Travelers can directly go to these refund points after shopping at designated stores, allowing for immediate processing of tax refunds [5][9] Group 2: User Experience - The refund process is simplified into three steps: purchase at a designated store, present required documents at the refund point, and receive the refund upon approval [7] - The service aims to provide a hassle-free experience with dedicated service staff available for assistance at all refund points [6][10] Group 3: Comprehensive Coverage - Wuhan has five high-end malls designated as centralized refund points, supporting tax refund applications from all eligible stores across the city [9] - Currently, there are 111 tax refund stores in Wuhan, offering a variety of products to meet the needs of international travelers [11] Group 4: Service Upgrade - The new refund service is expected to enhance the consumer experience and stimulate regional consumption by creating a positive cycle of increased shopping and tax refund efficiency [11] - The initiative marks a significant step in improving the convenience of cross-border shopping for international travelers in Wuhan [11]

Core Viewpoint - The trend of foreign brands seeking "Chinese partners" is becoming popular, with companies like Starbucks and Burger King exemplifying different motivations behind such partnerships [6][7][8]. Group 1: Starbucks and Burger King - Starbucks announced a strategic partnership with Boyu Capital to sell 60% of its Chinese business for a total of $4 billion, forming a new joint venture, despite achieving a 6% year-on-year revenue growth in Q4 [7]. - In contrast, Burger King is seen as "selling out" by partnering with CPE Yuanfeng, which will inject $350 million into Burger King China, resulting in an 83% ownership stake [8][10]. - Burger King's performance in China is significantly lagging, with only about 1,300 stores compared to competitors like McDonald's and KFC, and an average annual sales per store of approximately $40,000, which is among the lowest in the industry [8][12][16]. Group 2: Häagen-Dazs - Häagen-Dazs is rumored to be selling its Chinese stores, having closed nearly 20% of its locations and experiencing a double-digit decline in customer traffic [20][22]. - The brand's previous high-end positioning has been challenged by increased competition and price discrepancies, with Häagen-Dazs products being 30% cheaper in the U.S. compared to China [22][23]. - The emergence of local brands offering competitive pricing and appealing flavors has further eroded Häagen-Dazs' market share, necessitating a search for new selling points [25][27]. Group 3: Ingka Group and IKEA - Ingka Group is reportedly planning to sell 10 of its shopping centers in China, with the first three expected to fetch around 16 billion yuan, despite the popularity of its shopping centers [28][29]. - IKEA's declining performance in China, with a nearly 30% revenue drop compared to 2019, has prompted the need for Ingka to focus on core business areas [33][34][36]. - The high maintenance costs of the shopping centers and the need for cash flow improvements are driving the decision to seek partners [36][37]. Group 4: Decathlon - Decathlon is considering selling 30% of its shares in China for an estimated €1-1.5 billion due to a 15.5% decline in net profit, marking its lowest in four years [39][40]. - The brand's shift towards higher-end products has alienated its traditional customer base, leading to criticism for becoming unaffordable [44][46]. - Decathlon's need for a "Chinese partner" is seen as a way to upgrade its offerings and better align with the evolving market demands [47].

Core Insights - Beijing Zhongguancun ART PARK Daluocheng is the largest urban renewal commercial entity within the Fourth Ring Road, reshaping the commercial landscape of the area and integrating urban space with natural ecology through a "park + commercial" model [1] Group 1: Commercial Development - Daluocheng West District has introduced 102 brands, including over 40 flagship stores, with 6 being Beijing's first stores and 15 being Haidian's first stores, such as Olé boutique supermarket and Pangmei Noodle House [3] - Since its opening in May 2025, Daluocheng West District has quickly topped the popular list in Haidian District on Dazhong Dianping and received the Best Practice Award at the Fourth Urban Renewal Conference [3] Group 2: Upcoming Developments - The East District of Daluocheng is currently under construction, with merchant renovations in progress, and is expected to officially open in December [8] - The East District aims to create an international trend and high-quality living space, featuring flagship stores like Alexander Wang, MM6 Maison Margiela, and lululemon, catering to consumers seeking a high-quality lifestyle [10] Group 3: Dining and Lifestyle Offerings - The dining options in the East District will include various establishments to meet local demands, such as the Beijing flagship of "chili's," The Boots, and popular brands like Shake Shack and Starbucks Reserve [10] - The addition of Xixifu Bookstore and other shops will enhance the lifestyle offerings, providing diverse social spaces for local consumers [10] Group 4: Cultural Integration - Zhongguancun ART PARK Daluocheng emphasizes cultural heritage in its updates, preserving historical elements like the double helix sculpture and ancient trees, achieving an organic integration of local culture and commercial space [11] - The project is not just a shopping center but also an ecological park that resonates with nature, merging memories with the future [16]

Core Insights - The commercial real estate sector is facing significant challenges, with high vacancy rates in established shopping centers and a shift towards non-standard commercial formats as a potential solution [1][5][10] Group 1: Market Conditions - Major shopping districts in cities like Beijing and Shanghai are experiencing severe competition and reduced consumer traffic, leading to increased vacancy rates, such as over 30% in certain areas [1] - In Zhuhai, the commercial landscape is marked by a stark divide, with traditional shopping centers struggling while innovative projects gain traction [2][5] Group 2: Traditional vs. Innovative Models - Traditional commercial models are characterized by a focus on brand accumulation and entertainment, resulting in a lack of differentiation and consumer engagement [4][5] - In contrast, the new non-standard commercial model exemplified by Gree Group's "New Xiangzhou Gecy" project integrates diverse experiences, such as sports and ecological themes, to create a more engaging shopping environment [1][4][9] Group 3: Strategic Shifts - Gree Group's entry into non-standard commercial formats is a response to the limitations of traditional shopping centers, aiming to create spaces that resonate with daily life and consumer experiences [7][10] - The project emphasizes a collaborative relationship with merchants, moving beyond simple rental agreements to a model of shared resources and co-creation [9][10] Group 4: Future Outlook - The ongoing transformation in Zhuhai's commercial sector reflects broader trends in consumer behavior, where the demand is shifting from mere product acquisition to experiential engagement [5][10] - The success of innovative projects like "New Xiangzhou Gecy" may signal a new direction for commercial real estate, focusing on emotional connections and community integration [10]

Core Insights - The article highlights the commercial development in Changsha's Tianxin District, emphasizing its unique cultural identity and strategic location as a commercial hub, which includes significant historical sites and modern retail giants [1][2][8] Commercial Expansion - Three major new projects are set to add 377,000 square meters of commercial space, making Tianxin District the leader in commercial growth among Changsha's administrative districts [2][8] - The current per capita shopping center commercial area in Changsha is 0.89 square meters, while Tianxin District has reached 1.15 square meters, significantly exceeding the city average [2] Key Projects - The Aeon Mall Tianxin project, the third of its kind in Hunan, is set to create a large-scale commercial complex that includes various retail and entertainment options, further enhancing Aeon's presence in Changsha [4][8] - Longfor's new Yao Tian Street is positioned as a quality lifestyle destination in southern Changsha, with a total area of approximately 130,000 square meters [6][8] Commercial Landscape Upgrade - The entry of major players like Aeon and Longfor is expected to significantly enhance the consumption potential of the Xiangfu consumption center, contributing to a new commercial landscape characterized by "North Wuyi, Central Xiangfu, and South Changzhutan" [8][19] Historical Context - Tianxin District's commercial evolution can be divided into four distinct phases, reflecting the transition from traditional to modern retail environments over the past two decades [9][12][14][15][16][17] Future Considerations - The article raises questions about how Tianxin District can maintain its commercial leadership in a saturated market, focusing on balancing historical significance with modern commercial needs and ensuring differentiated operations among new projects [19]

苏州中心商场南区一楼 DIOR 迪奥美妆旗舰店 2025年苏州中心商场连续引入八个高能级、强互动、重体验的华东、全国甚至亚太区首展，不断拓展城 市生活体验边界。其中，"你的美一面都很酷"三丽鸥美乐蒂&酷洛米周年主题的亚太首展线上曝光量突 破7000万人次，成为年度现象级消费与文化热点。八周年期间，苏州中心商场更携手英国V&A博物 馆，共同呈现"无尚繁华——威廉·莫里斯自然花园限时体验"全国购物中心首展，通过引入国际顶尖艺 术资源，进一步丰富城市生活场景，彰显其作为"城市新封面"的文化魅力与担当。 同时，全力打造具有全域影响力的高能级创新消费场景。瑞士百年户外品牌MAMMUT猛犸象快闪华东 首展、韩国设计师品牌GRVR GROVE江苏首家快闪、罗意威LOEWE香氛限时体验空间苏州首展等国际 品牌快闪于近期密集落地，更有祖·玛珑游戏之夜、VIVIENNE WESTWOOD限时快闪即将亮相苏州中 心商场。 2025年11月11日，苏州中心商场八周年庆典暨"工银苏州中心商场联名信用卡"发布仪式在三楼中庭"凤 园"盛大举行。站在八周年的新起点，苏州中心商场在促进经济发展、强化区域联动、推动文旅紧密融 合等方面取得了丰硕 ...