北京城市副中心通州，在各大商业地产商的眼中一直是一块高地。5月26日，北京商报记者从北京乐堤 港招商大会上获悉，该项目已经完成了50%的招商，将品牌区域首店和旗舰店当成招商重点，预计占比 分别达到30%和20%。 除乐堤港外，即将开业的北投爱琴海购物公园也在主打首店经济。 可见，首店资源成为了当下通州项目比拼的核心。分析指出，首店能够加速地域内消费市场增长，也能 进一步激发市场潜力。但项目运营商更应该注重精细化运营，保持首店品牌的新鲜感，首店虽有影响 力，但提升各自的差异性并保持持久度，才能与所在项目形成配合。 招商完成50% 脱离太古地产，远洋集团开始发力独立运营项目。北京商报记者获悉，位于通州运河商务区的北京乐堤 港即将在明年入市，目前的招商进度已经过半。 远洋集团商业地产事业部副总经理雷玉红透露，该项目目前已成功签约7fresh、首都电影院、一兆韦德 健身、嘻哈包袱铺、星际传奇、华为旗舰店、adidas swc店、麦当劳、甲丁坊等品牌，实现50%的招商 率。 在招商已有的品牌中可以看出，北京远洋乐堤港把首店当作了招商重点。雷玉红表示，北京远洋乐堤港 引入的品牌中有首都电影院、甲丁坊等，这是首度引入城市副 ...

Group 1 - The project, Aeon Mall (Xiangjiang New District), is currently under interior renovation and is expected to open by the end of 2025 [1] - The project is located at the intersection of Leifeng Avenue and Jinyuan Road, with construction starting in May 2024 and expected to be completed by May 2025 [3] - The total building area is approximately 230,000 square meters, featuring a 4-story shopping center, a 6-story parking garage, and a basement with around 3,300 parking spaces [3] Group 2 - The mall will host nearly 260 brands, including a cinema, trendy clothing stores, large dining options, home goods, and unique leisure entertainment [3] - Notable tenants include the self-operated Aeon supermarket, the first CINITY LED cinema in Hunan, and a flagship store with a high slide [3][5] - The design philosophy emphasizes integration with nature, creating a sustainable shopping environment that caters to families and young consumers [5] Group 3 - The mall aims to become a new urban landmark by fostering a harmonious relationship between people, nature, and the city [5] - It features three main themes: family-friendly, women-friendly, and pet-friendly spaces, along with a rooftop park to enhance customer experience [5]

Core Insights - The commercial landscape in Xingsha is experiencing significant growth, with multiple high-profile retail projects opening, including the first "Convention + Outlet" commercial complex in Changsha, set to open in September with over 230 international brands [1][3][9] - The influx of major commercial players into Xingsha reflects the area's strong market potential and favorable business environment, as recognized by national economic policies aimed at boosting consumption [3][8] - Xingsha has become a leading county in commercial development, with a notable increase in the number of flagship stores and a robust consumer base, supported by a comprehensive transportation network [5][6][8] Group 1 - The opening of the Aeon Mall in Xingsha has attracted over 128,000 visitors and generated sales exceeding 5.1 million yuan on its first day [9] - The upcoming Changsha Shanshan Outlet will feature a significant number of first stores and flagship stores, enhancing the local retail scene [1][9] - The strategic location and development of commercial complexes in Xingsha have transformed it into a competitive shopping destination, reducing the need for residents to travel to the city for shopping [4][5] Group 2 - The commercial ecosystem in Xingsha is characterized by a diverse range of shopping options, with seven large commercial complexes and numerous supermarkets and department stores [5][6] - The county's economic strength is highlighted by its GDP exceeding 220 billion yuan and its recognition as one of the "super strong counties" in China [8][9] - The local government has implemented various initiatives to stimulate consumption, including the "Top Ten Action Plans to Boost Consumption" [9][11] Group 3 - The rapid development of commercial projects in Xingsha is supported by efficient government services, including the establishment of dedicated teams to assist businesses [11][12] - The commercial area has seen a 97,500 square meter increase in the size of large commercial complexes and supermarkets over the past decade [12] - The upcoming openings of Shanshan and Junshang commercial centers are expected to further enhance the consumer market in Changsha County [9][12]

Core Insights - The emergence of "slow flash" spaces in shopping centers contrasts with the fast-paced commercial environment, catering to consumers' desire for meaningful experiences over mere efficiency [2][3] - The trend of creating thematic slow flash districts reflects a shift in consumer demand, allowing for "purposeful lingering" and diverse themes in shopping environments [3][7] Group 1: Slow Flash Districts Overview - A variety of shopping centers have launched slow flash districts throughout the year, with notable examples including Dalian Huannan Wanmenghui's "Yunque Garden" and Jinan's "Anke·Wonderland" [4][10] - The slow flash districts are characterized by low-cost, high-flexibility operations that activate previously idle spaces, enhancing their value without major renovations [5][14] Group 2: Thematic Experiences - Thematic slow flash districts are becoming increasingly popular, integrating brand philosophies and lifestyle attitudes into the design and interaction of spaces [7][23] - Examples include Shenzhen's "Sausage District" for pet owners and Xiamen's "Relaxed Market" for those seeking leisure, showcasing how interests can foster community engagement [7][8] Group 3: Brand Engagement through Slow Flash - Brands are increasingly utilizing slow flash formats to test market demand and reach target audiences without the high costs associated with traditional retail setups [15][16] - As of July, at least nine brands have opened their first stores in slow flash formats, focusing on lifestyle and cultural products that appeal to younger consumers [16][17] Group 4: Creative Slow Flash Initiatives - Unique slow flash experiences, such as the "Louis Number" event, have attracted significant foot traffic, demonstrating the potential of creative installations to enhance consumer engagement [21][22] - Shopping centers are intentionally planning for short-term creative initiatives, with dedicated spaces for slow flash activities, reflecting a shift towards more dynamic retail environments [22][23]

Group 1: Economic Growth and Urban Development - Hangzhou's GDP grew from over 1 trillion yuan in 2015 to over 2 trillion yuan in 2023, with a projected 21,860 billion yuan in 2024, marking a 117.4% increase over ten years [2][4] - The city has seen a significant expansion in its shopping center space, increasing from 338.18 million square meters in 2015 to 1,345.15 million square meters by 2024, nearly tripling in size [2][4] - The number of shopping centers in Hangzhou rose from 36 in 2015 to 149 in 2024, indicating a robust growth in commercial real estate [2][4] Group 2: Commercial Landscape Transformation - The commercial real estate sector in Hangzhou experienced explosive growth from 2015 to 2017, with a peak annual supply of 173.59 million square meters in 2017, a 44% year-on-year increase [4] - Post-2020, the market shifted towards light-asset operations and smaller commercial entities, with non-standard projects gaining traction [4][5] - By 2024, the per capita shopping center area in Hangzhou is expected to reach 1.08 square meters per person, ranking fifth nationally, indicating a saturation in commercial space [4] Group 3: Local Giants and Their Evolution - Local commercial giants like Hangzhou Tower Shopping City and in银泰商业 have adapted to market changes, with in银泰商业 achieving over 3 billion annual visitors and 35 billion yuan in sales by 2024 [5][8] - Hangzhou Tower has focused on luxury brands, becoming the first shopping center in Zhejiang to surpass 10 billion yuan in sales in 2021 [6][7] - in银泰商业 has expanded its footprint across multiple cities, with a focus on innovative product lines and maintaining high customer traffic [8][10] Group 4: Competition from National Chains - Major national players such as Longfor, China Resources, and Wanda have established a strong presence in Hangzhou, with Longfor planning to open multiple shopping centers in the coming years [16][19][24] - China Resources has developed a comprehensive product matrix in Hangzhou, including high-end malls and innovative commercial formats, with sales exceeding 10 billion yuan in 2024 [21][22] - Wanda has shifted towards a light-asset model, focusing on innovative designs and community engagement to maintain its competitive edge [24][26] Group 5: Emerging Trends and Innovations - The rise of non-standard commercial projects and urban renewal initiatives has led to a diversification of Hangzhou's commercial landscape, with new business models emerging [32][34] - The integration of live-streaming and digital commerce has become a significant trend, with Hangzhou's digital economy generating 1.8737 trillion yuan in revenue in 2023 [32][33] - New commercial formats, such as the 24-hour live-streaming theme park, are being developed to enhance the shopping experience and attract younger consumers [33][34]

Core Insights - Nanjing's first-store economy is experiencing rapid growth, with 226 new stores introduced in the first half of 2025, doubling the number from the previous year and setting a historical record [1][3][24] - The city has established a favorable business environment through supportive government policies, enhancing the attractiveness for brands to launch their first stores [3][26] - The retail and dining sectors are the main drivers of this growth, with significant contributions from new brands in both categories [4][5][8][9] Group 1: First-Store Economy Overview - Nanjing introduced 226 first stores in the first half of 2025, with a breakdown of 128 city-level stores, 71 provincial stores, 8 regional stores, and 19 national stores [1][3] - The concentration of new projects, such as JLC Jinling Center and Xuanwu招商花园城, is enhancing the city's commercial ecosystem and attracting more first stores [1][4][12] - The government has implemented measures to support the first-store economy, including over 10 million yuan in funding for various initiatives [3][26] Group 2: Sector Performance - The dining sector accounted for 50% of new first stores, while retail made up 41%, indicating a dual-driven growth model [5][8] - In the dining segment, beverage and dessert brands are particularly prominent, with 23 and 15 new brands respectively, reflecting a trend towards experiential and niche offerings [8][9] - The retail sector is characterized by a strong presence of fashion and lifestyle brands, with clothing stores making up 51% of new retail entries [9][20] Group 3: Key Projects and Locations - Major commercial projects like JLC Jinling Center, Deji Plaza, and Xuanwu招商花园城 are leading the first-store introductions, with JLC alone accounting for over 40% of new brands being first-time entrants in the region [12][14][16] - Deji Plaza recorded 42 new first stores, including 9 national and 4 regional stores, showcasing its strong brand attraction and high-quality offerings [19][20] - Xuanwu招商花园城 is enhancing regional commercial capabilities by introducing over 240 brands, including significant first stores in various categories [22][23] Group 4: Brand Dynamics - Local brands dominate the first-store landscape, with 186 Chinese brands opening stores, representing 83% of the total [24][25] - International brands are also increasingly entering the market, with 40 overseas brands launching in Nanjing, indicating the city's growing appeal [24][26] - The emergence of non-standard stores, such as themed and concept stores, is becoming a key driver of consumer engagement and brand differentiation [24][25]

Core Points - The successful implementation of the "immediate purchase and refund" tax refund service in Huizhou marks a significant step in optimizing the tax refund policy for departing travelers [1][3][4] - The new policy allows foreign travelers and residents from Hong Kong, Macau, and Taiwan to apply for VAT refunds on eligible purchases made in designated stores when leaving the country [3][4] Group 1: Policy Implementation - The State Administration of Taxation announced the promotion of the "immediate purchase and refund" service in April, reducing the minimum purchase amount for tax refunds to 200 RMB and increasing the cash refund limit to 20,000 RMB [3][6] - The Huizhou Port Huizhou Shopping Center is the first designated tax refund store in the city, enabling travelers to receive refunds immediately after purchase [1][4] Group 2: Operational Details - The tax refund process involves travelers signing an agreement and obtaining a credit card pre-authorization at the store, allowing them to claim a refund equivalent to the tax amount on-site [6][7] - The Huizhou tax authorities provided comprehensive support to the shopping center, facilitating the rapid completion of necessary registrations and system installations [4][6] Group 3: Future Developments - The Huizhou tax bureau plans to collaborate with various departments to enhance the "immediate purchase and refund" policy, improve service processes, and expand the coverage of tax refund stores [4][7] - The initiative aims to boost the city's international openness and stimulate inbound consumption by creating a more efficient and customer-friendly tax service environment [4][6]

Core Insights - The high-end commercial battle is intensifying, with significant investments aimed at capturing market share, as seen in the expansion of luxury shopping centers and the introduction of innovative retail formats to meet diverse consumer demands [1][3][5] Group 1: Market Trends - The shift from material consumption to "emotional spending" is becoming a core driver of the Chinese consumer market, leading to the emergence of new consumption demands and markets [1][7] - The retail landscape is expected to focus more on emotional connections, community engagement, and mixed-use spaces, transitioning from mere transaction venues to platforms for social interaction [2][10] Group 2: Luxury Retail Developments - The opening of Louis Vuitton's "Louis" at Xinyi Taikoo Hui has significantly boosted foot traffic and sales, with weekend visitor numbers reaching 79,000 and 78,000, marking increases of 107% and 114% year-on-year, respectively [3][5] - Shanghai Hang Lung Plaza is undergoing a major expansion, adding approximately 3,080 square meters of retail space, which will increase its leasable area by 13% and accommodate around 25 new brands, expected to be completed by mid-2026 [5][6] Group 3: Consumer Behavior - Despite signs of fatigue in the luxury goods market, there is a strong interest from both developers and brands in expanding their presence in China, with many luxury and high-end lifestyle brands actively seeking to establish flagship stores [6][7] - The millennial generation is projected to contribute over 50% of luxury goods consumption by 2030, emphasizing the importance of immersive experiences and craftsmanship in driving purchasing decisions [7][9] Group 4: New Economic Trends - The rise of "二次元" (anime culture) and the pet economy is gaining traction, with significant events like the 2025 Bilibili World Digital Entertainment Expo attracting over 400,000 attendees, indicating a growing market for these themes [8][9] - The pet economy is projected to reach a market size of 300.2 billion yuan in 2024, with a 7.5% year-on-year growth, as more families consider pets as family members and invest in their well-being [9][10]

Group 1 - The summer activities in Shijingshan District are themed "Surprises in Western Beijing, Enjoying the Summer Together," integrating various cultural, commercial, and tourism resources to offer diverse experiences [1] - The activities include park tours, performances, educational workshops, art appreciation, and leisure activities [1] - Notable events include the Star Blue Anime Carnival at Langyuan Park, summer music concerts at Shougang Park, and various themed markets and outdoor movie screenings [2][3] Group 2 - The district promotes cultural exploration through historical sites and museums, allowing visitors to engage with ancient art and artifacts [4] - The "Little Docent" series at the Intangible Cultural Heritage Center offers immersive training and practical experiences for children [5] - The Shijingshan District Library is hosting summer reading camps and family reading events, enhancing community engagement in literature [6] Group 3 - The "Poetic Shijingshan" music and literature season features regular cultural activities that blend poetry, music, dance, and literary sharing [7] - Shijingshan District offers various recreational activities, including extreme sports at the Shougang Ski Jump and unique basketball experiences at the Cooling Tower Basketball Park [8] - Shopping centers like Jingxi Joy City and Wanda Plaza are launching summer promotions and themed events to attract visitors [8][9]

Core Insights - The pet economy in China is rapidly growing, with the market size surpassing 700 billion yuan in 2022 and projected to reach 1.15 trillion yuan by 2028, indicating a significant shift in consumer behavior towards pet ownership and related services [1][2] - The trend of "pet-friendly" commercial spaces is emerging, with shopping centers like Suhewan MixC and Xijiao Bailian adapting to attract pet owners by offering various pet-related services and amenities [2][4] Industry Trends - The pet ownership rate in China has reached over 30%, marking a transition from a nurturing phase to a more widespread acceptance of pet ownership [2] - The U.S. pet economy is valued at approximately $150 billion, with about 70% of households owning pets, showcasing a global trend towards pet-friendly environments [2] Commercial Strategies - Shopping centers are increasingly incorporating pet-friendly features, such as dedicated pet areas, pet services, and events to enhance customer experience and drive foot traffic [4][5] - Suhewan MixC has created a pet-themed area offering services like grooming, pet food, and photography, while also hosting community events to engage pet owners [2][5] Consumer Engagement - Events like "Tail Wagging Season" and the "Pet Love Land" initiative have successfully increased foot traffic by nearly 35% and revenue by 10% year-on-year, demonstrating the effectiveness of community engagement strategies [5] - The focus on creating a welcoming atmosphere for both pet owners and non-pet owners is crucial for balancing the needs of diverse customer groups [6] Regulatory Developments - Shanghai is developing the first local standards for pet-friendly spaces, indicating a move towards more structured and regulated environments for pet-related businesses [7]